Install AI skills that find growth in your existing clients, turn completed work into proof, and write scoped proposals in minutes. Customized to your practice. Owned by you.
Most professional services practices grow the same way. Referrals. Repeat work. Word of mouth. It works until it doesn't.
Nobody reviews the roster against the full service menu. Expansion opportunities sit there quarter after quarter. The easiest revenue is already inside existing relationships.
Scoping is manual, pricing lives in the owner's head. No connection between existing proof and the proposal being written. 3 hours for a document that should take 15 minutes.
The engagement ends, the team moves on. No case study. No testimonial request timed to fresh results. Every new prospect conversation starts from zero.
The expertise exists inside the practice. It needs a repeatable process to capture and deploy.
“Your next clients are already in your roster”
The system scans your full client base against every service you offer and surfaces expansion opportunities ranked by likelihood. You leave with outreach messages drafted in your voice.
Outcome: A prioritized list of growth opportunities with ready-to-send outreach.
“Every completed engagement can sell the next one”
Feed it one engagement you're proud of. It produces a case study draft, a testimonial request email, and a post — three proof assets from one conversation, in your voice.
Outcome: 3 proof assets from 1 engagement — case study, testimonial request, post.
“A scoped proposal in minutes instead of hours”
Feed the system a prospect conversation. Get a scoped, priced proposal with relevant proof attached. Monday's opportunity + Tuesday's proof = Wednesday's proposal.
Outcome: A scoped proposal with your pricing logic and proof — ready to send.
April 20–22, 12:00–1:30 PM Eastern. Live on Zoom. Build-along format, not a lecture.
Client Expansion Finder, Proof Engine, SOW Machine. Customized to your practice data. You keep them after the event.
Your structured practice profile — clients, services, pricing, scoping patterns, best outcomes. Immediate access on purchase. Every system reads from it.
Step-by-step reference for re-running every system. Troubleshooting included. Watch replays at your own pace.
25 years building operational systems for professional services firms — accounting practices, wealth management, consultancies, financial planners. ISO registrations, quality management, process design.
The infrastructure that makes practices run without depending on one person. The Build puts three of those processes into repeatable systems — so your practice doesn't depend on one person's memory.
“No fluff. Battle-tested frameworks that work from day one. Immediate, practical value.”
Mohamed Amine Mansouri Idrissi, Pan-African Venture Builder
Most practitioners try this first. Prompts produce generic advice. No access to your client roster, pricing, or scoping. Heavy editing required — most output never gets used.
$5,000–$15,000 per engagement. Systems live in the consultant's head or a shared drive. When something breaks, the consultant comes back at the same rate.
3 sessions. 3 AI skills. $100. Installed on your computer, customized to your practice. Results are specific from day one. You built them, so you know how to modify them.
The pre-work is a conversation. The sessions are build-alongs where Kathryn walks through every step live. If you can paste text and follow instructions, you can build these systems.
Replays are included, and the Field Guide covers every step. The live sessions are where you get real-time help. If you can block 90 minutes a day for 3 days, do it.
If you serve clients, scope work, and write proposals, yes. The systems adapt to your services, your clients, your voice. Consultants, CPAs, wealth advisors, financial planners, agency owners.
An AI tool (any large language model works — Claude, ChatGPT, Gemini) and the Practice Brain pre-work before Session 1. Step-by-step instructions are sent immediately after purchase. No prior AI experience required.
Includes:
Secure checkout via ThriveCart.
Guarantee: Show up for Session 1. Do the work. If you haven't identified at least 1 growth opportunity in your practice by the end of that session, email kathryn@creatingyourplan.com for a full refund. No conditions.
“I’m still the expert, but I’m no longer the bottleneck.”
Linda Stapf, CPA · Stapf Financial
From Kathryn's advisory practice.
Monday: find the growth.
Tuesday: capture the proof.
Wednesday: build the proposal.
3 sessions. 3 AI skills. Built on your data. $100.
$100 — Register NowApril 20–22 · 12:00–1:30 PM Eastern · Live on Zoom
