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Day 5 of 5
⏱ ~60 minutes
AI for Consultants — Day 5

Building a Repeatable AI Practice: Workflows and Templates

The biggest mistake consultants make with AI is using it ad hoc — pulling up Claude when they remember, running different prompts each time, never building on what works. This lesson shows you how to systematize your AI use so it compounds over time.

The Prompt Library — Your Most Valuable Asset

Every time you run a prompt that produces great output, save it. Within a few months you'll have a library of battle-tested prompts for every recurring task in your practice. This is your competitive advantage — other consultants are starting from scratch every time.

A prompt library should be organized by workflow stage:

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Where to store it: A simple Notion database with tags works well. Or a Google Doc with sections. The format doesn't matter — consistency does. Save every prompt that works. Delete ones that consistently underperform.

Claude Projects — Your Custom AI Consultant

Claude's Projects feature lets you set up a persistent context — company information, your firm's style guide, client background — that Claude remembers across all conversations in that project. For consulting, this is transformative.

Claude Project System Prompt Template
You are a senior strategy consultant at [firm name].

About our firm:
- Specialization: [your focus areas]
- Typical clients: [types of companies]
- Deliverable style: [concise/detailed, formal/accessible]
- Frameworks we use: [preferred frameworks]

About this engagement:
- Client: [company name and description]
- Project scope: [what we're doing]
- Key stakeholders: [names and roles]
- Current project phase: [where we are]

Writing guidelines:
- Executive summaries: 2 paragraphs max
- Bullet points: 3-7 per section
- Avoid: buzzwords, passive voice, hedging language
- Always: lead with the main point, support with evidence

For all requests in this project, write as if you are
a member of this consulting team working on this engagement.

Where Human Judgment Is Irreplaceable

After five days of using AI for consulting, it's worth being clear about where human judgment still matters most. This isn't about protecting your job — it's about understanding where to focus your time.

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The positioning shift: AI frees you from document production so you can spend more time on the things only you can do: building relationships, applying judgment, and having hard conversations. That's where your real value is — and AI just gave you more time to do it.

Building Business Development with AI

One more area where AI changes the game: business development. Writing proposals, capability statements, and case studies used to be the most painful part of running a consulting practice. With AI, it's dramatically faster.

Capability Statement Prompt
Write a 1-page capability statement for a consulting
engagement proposal.

Our firm: [name and brief description]
Target client: [company and their situation]
The problem they need solved: [specific challenge]
Our relevant experience: [past projects and results]
Our approach: [how we work]
Team credentials: [relevant expertise]

Write in a confident, specific tone. Lead with the
client's problem, not our credentials. Include 3-4
concrete examples of similar work with measurable results.
Close with a clear statement of what we would do and
what outcome they can expect.
Day 5 Exercise
Build Your AI Consulting Toolkit
  1. Create a prompt library document (Notion, Google Doc, or plain text file). Organize it by the four workflow stages above.
  2. Take all the prompts from this course that worked for you and save them — edited to your specifics.
  3. Create a Claude Project for your most active client engagement. Set up the system prompt with firm context and client background.
  4. List the three tasks in your practice that take the most time. For each, write or adapt a prompt that handles the first draft.
  5. Run one complete engagement simulation: research brief → strategy framework → deliverable draft → follow-up email. Time it.

Course Complete — What You've Built

  • A two-tool research workflow (Perplexity + Claude) that produces research briefs in under 2 hours.
  • Prompt templates for every major consulting deliverable: exec summaries, decks, memos, frameworks.
  • Client engagement workflows for prep, note cleanup, and follow-up that save hours per engagement.
  • A system for building a prompt library that compounds over time — your AI knowledge base grows with every project.
  • Clarity on where AI helps and where your judgment is irreplaceable — so you focus your time where it matters most.
Final Challenge

Pick your most time-intensive recurring deliverable — the one that takes you the longest every engagement. Build a complete AI workflow for it: research prompt, analysis prompt, draft prompt, editing pass. Use it on your next real project. Track the time savings. That number tells you exactly how much leverage you're getting from this work.

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