For Consultants, CPAs & Advisors
Start with a free skill that preps you for any client call in 2 minutes. See what’s possible when your practice runs on systems instead of memory.
Free. No credit card. No sales call.
The Pattern
Meeting prep is memory. Client history lives in the owner’s head. Things slip between calls and nobody notices until trust erodes.
You know what needs to be systematized. You just don’t have time to build the systems.
What if the systems took 2 minutes to run instead of 6 months to build?
Start Here
Paste recent client emails into Claude. Get back a structured brief with rolling items, client priorities, a call playbook, and ranked next actions. Takes 2 minutes.
Get It Free →From Kathryn’s Advisory Practice
“Within 2 weeks, I found revenue I’d been leaving on the table for years.”
Christina Hageny, President, Valor Payroll Solutions
“I’m still the expert, but I’m no longer the bottleneck.”
Linda Stapf, CPA · Stapf Financial
52 Skills
52 production-grade Claude skills across 8 categories. Each skill is a complete production system — not a one-line prompt. Upload it to Claude, feed it your inputs, get a deliverable back that’s ready to use.
Follow-Up Sequences · Referral Asks · Pipeline Reviews · Cold Outreach · Speaking Proposals
Proposal Builder · SOW Generator · Change Orders · Pricing Reviews · Retainer Renewals
Session Recaps · Action Trackers · Progress Updates · Deliverable Drafts · Presentation Prep
Thought Leadership Posts · Case Studies · LinkedIn Optimizer · Newsletter Writer
+ 4 more categories · 52 skills total · See the full list →
$7
All 52 skills · 8 categories · Instant download
Get All 52 Skills — $7 Instant download. Works with Claude Pro. 30-day guarantee.
Over a decade helping professional services practice owners escape businesses that punish their own success.
The pattern is always the same: every win creates more demand for your time. The model breaks the person who built it. I help them break that cycle—diagnosing the bottleneck, building the system, using AI to turn expertise into leverage.
“She doesn’t coach. She deploys operational capability into practices — diagnosed constraints turned into functioning systems.”
The Client Intelligence Brief preps you for any client call in 2 minutes. Or get all 52 production-grade skills for $7.
Client Intelligence Brief. Preps you for any client call in 2 minutes.
Get the Free SkillEvery deliverable in your practice. 8 categories. Instant download.
Get All 52 Skills