Client prep. Revenue follow-up. Proposals. Content. Referrals. The work that grows the practice keeps losing to the work that runs it.
I’ll walk through every skill live on Claude with real practice data — then hand you the whole system to set up in yours.
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.
A prospect says “send me something” and it takes ten days because you’re buried in delivery. That’s a prospect who went quiet. A client renewal comes up and you scramble because nobody flagged it. That’s revenue you chased instead of secured.
These aren’t things you forgot. They’re things you didn’t have capacity for.
A prompt library won’t fix this. Neither will a course about what AI might do someday.
This is a system problem. Five specific skills, set up once, running on the context of your actual practice — your clients, your services, your language.
The call that’s in 45 minutes and you haven’t reviewed anything. The context from three sessions ago that you can’t quite place. Claude produces a full intelligence brief from your email history — decisions, commitments, open items, what to watch for — before you sit down.
The client who mentioned expanding but nobody followed up. The project that finished quietly with no next conversation. Claude scans your communication and flags the revenue already sitting there — before it goes cold.
The prospect who said “send me something” two weeks ago. The scope that keeps changing because it lives in your head instead of on paper. Claude takes the conversation and produces a scoped, priced proposal. Same week, not same month.
The expertise you deliver every day that never becomes visible outside the engagement. Claude takes your finished client work and produces content — in your voice, from real delivery. Not from a prompt.
The clients who would refer you but haven’t been asked the right way. The relationships that have gone quiet even though the work went well. Claude identifies the referral opportunities in your client roster and produces the outreach.
Every skill above runs on one thing: your Practice Brain. It holds your services, your clients, your language, your pricing, your history. Build it once, and every skill produces output specific to your practice instead of generic.
Weekly client calls. Constraint diagnostics. Master plans. Multi-week build cycles. The kind of work where prep quality determines whether the engagement succeeds — and where one missed follow-up costs a relationship.
No operations manager. No marketing team. One person.
Claude handles the practice work that used to fall through the cracks. Client prep before every call. Revenue flagged before it goes cold. Proposals scoped from conversations, not from scratch. Content produced from delivery. Referrals activated instead of assumed.
I didn’t learn this from a course. I built it over 25 years of operations work inside consulting firms, CPA practices, and wealth management firms. The Practice Command Center is the system I extracted from that experience — five skills and the Practice Brain that makes everything specific to your practice.
In this workshop, I demo every skill live on Claude with real practice data. You see exactly how each one works — then you walk away with the full system to install in yours at your own pace.
25 years in operations — the last decade inside consulting firms, CPA practices, and wealth management firms. Everything I teach in this workshop is what I actually use to run my own advisory practice and my clients’ practices every day.
One-time registration
Reserve My Seat · $2760 minutes that can change how you run your practice.
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.
I used ChatGPT extensively before switching to Claude 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. The Practice Command Center is built for Claude. You’ll see why during the workshop.
This is designed to be experienced live so you can ask questions specific to your practice. If something comes up, reach out to kathryn@creatingyourplan.com and we’ll take care of you.
You should be comfortable working on a computer. If you can navigate your email and use a web browser, you’ll be fine. This workshop is about setting up a system, not learning to code. Most attendees are practice owners who’ve used AI in pieces but haven’t connected it into anything structured.
See how it works live. Walk away with the whole thing.
Reserve My Seat · $27Wednesday, April 29th · 12:00pm Eastern · Live on Zoom
