Practice Context Template — Consulting Practice
Fill in each section with your practice's details. Once complete, upload this file to your Claude Project's knowledge base. Claude will use these details to produce output that matches your firm — not a generic consultant.
Instructions: Replace everything in [brackets] with your information. Delete the example text. Leave any section blank if it doesn't apply — you can always update this later.
Firm Identity
Firm name: [Your firm name]
Your name and title: [e.g., Jane Smith, Managing Partner]
Years in practice: [e.g., 12 years]
Firm tagline or positioning statement (if you have one): [e.g., "We help mid-market manufacturers build operational resilience." — Leave blank if you don't have one.]
Website: [URL, if applicable]
Service Lines
List every service you offer. Be specific — Claude uses these when writing proposals, SOWs, and client communications.
| Service | Typical Engagement Length | Typical Fee Range |
|---|---|---|
| [e.g., Strategic Planning] | [e.g., 3-6 months] | [e.g., $15,000-$25,000] |
| [e.g., Process Improvement] | [e.g., 2-4 months] | [e.g., $8,000-$15,000] |
| [e.g., Fractional COO] | [e.g., Ongoing retainer] | [e.g., $5,000/month] |
| [Add more rows as needed] |
Primary service (what you do most): [e.g., Organizational transformation for mid-market companies]
Service you want to grow: [e.g., Retainer-based advisory work]
Typical Clients
Industry focus (if any): [e.g., Manufacturing, professional services, healthcare — or "generalist"]
Client company size: [e.g., $2M-$20M revenue, 15-100 employees]
Who hires you (title/role): [e.g., CEO, COO, VP Operations]
What triggers them to hire you: [e.g., Post-acquisition integration, leadership transition, rapid growth, process breakdown]
How they find you: [e.g., Referrals, LinkedIn, speaking engagements, past client introductions]
Pricing Model
How you charge: [e.g., Project-based, hourly, monthly retainer, value-based, or a mix]
Standard rate (if hourly): [e.g., $275/hour]
Proposal format: [e.g., 2-3 page PDF with scope, timeline, investment — or informal email with scope summary]
Payment terms: [e.g., 50% upfront, 50% at completion — or monthly invoicing]
Communication Style
How you describe your approach to clients: [e.g., "Collaborative but direct. I tell you what I see, not what you want to hear." — Write 1-2 sentences in your own voice.]
Formality level: [e.g., Professional but conversational — first names, no jargon]
Words or phrases you use often: [e.g., "Let's pressure-test that." / "What does the data say?" / "Here's what I'd recommend."]
Words or phrases you never use: [e.g., "Synergy" / "Low-hanging fruit" / "Circle back"]
Team
Team size: [e.g., Solo / 2 people / 5 people]
Team roles: [e.g.,
- Jane (me) — client delivery, business development
- Sarah — project coordination, client communications
- Mike — data analysis, research support ]
Who handles what: [e.g., I lead all client sessions. Sarah handles scheduling and follow-up. Mike builds deliverable drafts I review.]
Tools and Platforms
| Category | Tool |
|---|---|
| CRM / Pipeline tracking | [e.g., HubSpot, Pipedrive, spreadsheet, none] |
| Project management | [e.g., Asana, Monday, Notion, none] |
| Proposals / contracts | [e.g., PandaDoc, Google Docs, Word] |
| [e.g., Gmail, Outlook] | |
| Calendar / scheduling | [e.g., Calendly, Acuity, Google Calendar] |
| Video calls | [e.g., Zoom, Teams, Google Meet] |
| Invoicing | [e.g., QuickBooks, FreshBooks, Stripe] |
| File storage | [e.g., Google Drive, Dropbox, OneDrive] |
Additional Context
Anything else Claude should know about your practice: [e.g., "I'm transitioning from project-based work to retainer advisory. My biggest constraint is pipeline — I have capacity but need more qualified prospects." — Write 2-3 sentences about where you are right now.]
Engagement patterns: [e.g., "Most engagements are 3-6 months. I typically have 4-6 active clients. I take on 2-3 new engagements per quarter."]
What you're working on right now: [e.g., "Building a referral system and creating case studies from my last 3 engagements."]