Expansion Brief: Claude Skills for Independent Consultants

Summary

• Original product: Claude Skills for Independent Consultants (Prompt Pack — 52 Claude Skills, $7 tripwire)
• Approved expansions: 2
• Practice-Type Skill Maps — Guide — Bump ($19)
• Consulting Practice SOP Manual — SOP — OTO1 ($29-35)

Product Stack

Max cart: ~$61. Three products, each earning its position.

Why three, not four: The Client Deliverable Template Library was cut. The 52 skills already produce polished, client-ready output — proposals, SOWs, recaps, and emails come out formatted and ready to send. The Template Library would solve a problem that doesn't exist. Of 52 skills, 22 are client-facing and 30 are internal; even the client-facing skills include professional formatting, structured sections, and built-in quality checks. No container needed.

Three alternative OTO1 candidates were evaluated and rejected:

• "What do I feed these skills?" — The real version is the Practice Brain, now inside PBOS as onboarding. A lighter version cannibalizes PBOS's Day 1 experience. And the buyer can't anticipate this problem on the OTO page — they haven't run a skill yet.
• "Can I make custom skills?" — Too advanced. The buyer owns 52 untouched skills. Teaching them to build new ones before running one is selling a carpentry class to someone who just bought a toolbox. Belongs in PBOS or Cohort.
• "How do I use all of this faster?" — Light workflows require understanding what each skill does. On the OTO page, 30 seconds after buying, that understanding doesn't exist.

The pattern: all three solve problems the buyer will have LATER, not problems they can anticipate NOW. An OTO converts when the buyer thinks "oh, I'm going to need that." None trigger that reaction at checkout.

Expert reasoning for the shorter stack:

• Brunson: Don't add an offer that doesn't earn its spot. Three products that convert well beat four with a weak link dragging down the sequence.
• Pittman: Every additional page in the checkout flow loses buyers. Cutting one page means more people reach the SOP Manual offer.
• Hormozi: Removing the Template Library increases overall funnel quality. Three offers that all pass the value equation > four where one solves a nonexistent problem.

SOP Manual price adjustment: As OTO2 it was $39-49. As OTO1 — the first offer after checkout — it converts better at $29-35. The jump from $7 + $19 to $29 is manageable. The jump to $49 directly after a $7 purchase is steeper. Worth testing both.

Brief 1: Practice-Type Skill Maps

Product Definition

Type: Guide Niche: Independent consulting practice operations ICP: Solo consultants running $500K-$2M practices — same as the 52 Skills. The buyer has just purchased (or is purchasing) the skill pack and needs a personalized entry point. Value Proposition: Your personalized path through 52 skills — the right skills, in the right order, for your specific practice type. Stop wondering where to start. Target Size: 6-8 practice type sections (one per segment), plus intro and quick-start overview Pricing Relationship: Bump ($19) to Claude Skills for Independent Consultants Stack Position: Bump — offered at checkout alongside the tripwire

Fixed Structure

1. Introduction — What this guide does, how to use it, how practice types were selected
2. How to Identify Your Practice Type — Quick self-assessment (2-3 questions) to find your section
3. Practice Type Section (repeated 6-8x) — The core of the product

• Practice type name and description
• Top 12 highest-impact skills for this practice type (ranked table)
• Why each skill matters for this specific practice type (1-2 sentences per skill)
• "Your First Week" — Top 5 skills sequenced into a day-by-day implementation path
• Quick wins — Which 2-3 skills produce visible results fastest for this type

1. Cross-Type Skills — The 8-10 skills every consultant needs regardless of practice type
2. What's Next — After your first week, how to expand into the full 52

Variables

Cross-Sell Integration

• Every practice type section references the 52 Skills by name — the buyer must own the skills for the map to be useful
• "Your First Week" creates immediate engagement with the tripwire product, increasing utilization and satisfaction
• Final section points toward the SOP Manual (OTO1) as the next step: "Now that you've run your first skills, the SOP Manual turns them into weekly and monthly rhythms"

Entry List (Practice Types)

1. Management / Strategy Consultant
2. Financial Planner / Wealth Advisor
3. CPA / Accounting Practice Owner
4. Fractional Executive (CFO, COO, CMO)
5. Agency Owner (Marketing, Creative, Digital)
6. HR / OD Consultant
7. IT / Technology Consultant
8. Specialty Consultant (Legal, Healthcare, Engineering)

Brief 2: Consulting Practice SOP Manual

Product Definition

Type: SOP (Standard Operating Procedure) Niche: Independent consulting practice operations ICP: Solo consultants running $500K-$2M practices — same as the 52 Skills. The buyer has the skills and knows where to start. Now they need the recurring rhythms that make the skills a system, not a one-time experiment. Value Proposition: 40 standard operating procedures that turn your Claude Skills into a practice operating system. Your SOPs define the rhythm. Your skills do the work inside each rhythm. Together, they run the practice. Target Size: 40 SOPs across 8 operational categories Pricing Relationship: OTO1 ($29-35) — first upsell after checkout Stack Position: OTO1 — offered on the first post-purchase page

Fixed Structure

1. SOP Title — Clear, action-oriented name for the procedure
2. Category — Which operational area
3. Frequency — How often this runs (daily, weekly, monthly, quarterly, annually, trigger-based)
4. Time to Complete — Honest estimate including skill run time
5. Purpose — Why this procedure exists (the problem it prevents or the outcome it ensures)
6. Prerequisites — What you need before starting (data, access, prior SOPs completed)
7. Step-by-Step Procedure — Numbered steps with specific actions
8. Skills Referenced — Which Claude Skills are called within this SOP (by name)
9. Expected Outcome — What you'll have when the SOP is complete
10. Common Mistakes — What goes wrong when consultants skip steps or shortcut the process

Variables

Cross-Sell Integration

• Every SOP references specific Claude Skills by name — "Step 3: Run the Session Prep Brief skill with these inputs"
• The two products form a complete system: SOPs (when to do it) → Skills (AI does the work)
• Intro section makes the relationship explicit: "This manual assumes you have the 52 Claude Skills"
• SOPs create natural demand for PBOS — once the buyer is running weekly rhythms, they'll want the Practice Command Center and community support

Entry List (Example SOPs)

1. Weekly Pipeline Review (BD — weekly)
2. New Client Intake Process (Onboarding — trigger-based)
3. Client Session Cycle (Delivery — per session)
4. Monthly Financial Review (Ops — monthly)
5. Quarterly Practice Health Check (Strategy — quarterly)
6. Annual Planning Process (Strategy — annually)
7. Proposal-to-Engagement Pipeline (Proposals — trigger-based)
8. Content Publishing Rhythm (Content — weekly)
9. Client Offboarding Process (Communication — trigger-based)
10. Fee Review and Adjustment (Pricing — annually)