The Practice Command Center is your Practice Brain plus 6 AI skills — all specific to your practice, all running on Claude. You build the foundation live during this workshop and walk away with the complete system.
Build-along format. You’ll have a working system on your machine by the time we’re done.
Reserve My Seat · $27For consultants, CPAs, financial advisors, and professional services practice owners.
You’re good at what you do. Clients stay because of you. But that’s also the trap — you’re the one prepping for calls, writing proposals, following up on revenue, producing content, managing referral conversations. All of it runs through you.
There’s no operations person. No marketing team. Maybe an admin, maybe not. The work that keeps clients gets done. The work that grows the practice gets pushed to next week.
You’ve used AI — ChatGPT, Claude, maybe both. It can draft an email or summarize a meeting. But nothing is connected. No structure. No system. A collection of one-off conversations that produce one-off outputs.
Claude can handle real practice work — client prep, revenue analysis, proposals, content, referrals, even building your prospect list — but only when it’s configured with your services, your clients, and your language.
That’s what we build in this workshop.
Your Practice Brain plus 6 skills that run on it. By the end of the workshop, the complete system is on your machine — built by you, running on your data.
Six documents that teach Claude your practice — your services, your clients, your voice, your pricing, your scoping patterns, your proof. We build this together during the workshop. Once it exists, every skill produces output specific to your practice instead of generic.
Paste your email history with a client. Get a full prep brief — decisions, commitments, open items, what to watch for — before you sit down.
Surfaces expansion opportunities sitting in your existing client base. Flags the revenue that’s already there — before it goes cold.
Feed it a prospect conversation. Get a scoped, priced proposal with your pricing logic and proof attached. Same week, not same month.
Takes your finished client work and produces content in your voice. From real delivery, not from a prompt. Three posts from one engagement.
Scores your client roster by referral readiness and produces the outreach. The clients who would refer you but haven’t been asked the right way.
Turns your Practice Brain into a prospect-facing self-assessment — a scored diagnostic that demonstrates your expertise and gives qualified prospects a reason to reach out. Your list-building asset, built from what you already know.
You use Claude. You know it can do more. You want someone to show you how to set it up so it actually runs parts of your practice.
Consulting, advisory, accounting, financial planning. You scope it, deliver it, and manage the relationship. Actual delivery, not courses or coaching.
Solo or small team. No operations person. No marketing department. The bottleneck is you — and you know it.
You’ve used Claude or ChatGPT for one-off tasks. It helps in the moment but nothing connects. You need a system, not more prompts.
You’re not looking for someone to do it for you. You want to see exactly how it works, build it live, and own it.
“Within 2 weeks, I discovered $76K I could have been collecting annually.”
Christina Hageny — Valor Payroll Solutions
Result from an Advisory OS engagement using the same revenue analysis approach built into the Practice Command Center’s Hidden Revenue Scan.
25 years in operations — the last decade inside consulting firms, CPA practices, and wealth management firms. Everything in the Practice Command Center is what I actually use to run my own advisory practice every day.
I built these skills because I needed them. Solo practice, no team, real client work. Claude handles the practice operations that used to fall through the cracks — and it costs $20 a month to run.
One-time registration
Reserve My Seat · $27You build it. You own it. It runs on your data.
Guarantee: Build your Practice Brain during the workshop. If Claude doesn’t produce output specific to your practice by the end of the session, email kathryn@creatingyourplan.com for a full refund.
Yes. You’ll need the $20/month Pro plan at claude.ai. If you haven’t subscribed yet, sign up on your browser rather than your phone before the workshop. I’ll explain why during the session.
Your computer with Claude open, and a basic understanding of your own practice — what services you offer, who your clients are, how you price. We build from what you already know. No prep work required.
The Practice Command Center is built for Claude. I used ChatGPT extensively before switching over a year and a half ago. I haven’t opened it since. Claude handles structured professional work — client deliverables, multi-step workflows, practice-specific output — in a way that ChatGPT doesn’t match. You’ll see why during the workshop.
This is a build-along — the value is building your Practice Command Center live with everyone. If something comes up, reach out to kathryn@creatingyourplan.com and we’ll take care of you.
If you can navigate a web browser, you’ll be fine. Most attendees are practice owners who’ve used AI in pieces but haven’t connected it into anything structured. This workshop gives it structure.
The Practice Command Center: your Practice Brain (6 documents specific to your practice) plus 6 working skills (client prep, revenue, proposals, content, referrals, and a prospect diagnostic). Everything stays with you and works on your $20/month Claude subscription.
Build-along format. You build it, you keep it, it runs on your data.
Reserve My Seat · $27Wednesday, April 29th · 12:00pm Eastern · Live on Zoom
