You’ll build your Practice Brain live on Claude — the foundation that makes every AI skill produce output specific to your practice. Then walk away with 5 skills that run on it.
Not a demo. Not a webinar. You’ll leave with a working system on your machine — built by you, for your practice.
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.
The gap isn’t the tool. It’s the setup. Claude can handle real practice work — not just generic tasks — but only when it’s configured with your services, your clients, and your language.
That’s what we build in this workshop.
By the end of the workshop, you’ll have a complete system 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.
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. Not coaching, not courses — actual delivery.
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.
25 years in operations — the last decade inside consulting firms, CPA practices, and wealth management firms. Everything in this workshop 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 work 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 Brain 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.
Your Practice Brain (6 documents specific to your practice), 5 working skills (client prep, revenue, proposals, content, referrals), and the knowledge of how to run each one. Everything stays with you and works on your $20/month Claude subscription.
Not a demo. Not a webinar. You build it, you keep it, it runs on your data.
Reserve My Seat · $27Wednesday, April 29th · 12:00pm Eastern · Live on Zoom
