Tool guide
Claude for consultants
Consultants can use Claude projects to keep each client's context together and draft proposals, updates and summaries.
What to hand to an agent first
Client projects
One project per client with their docs.
Proposals
From call notes.
Status updates
Weekly drafts.
Research summaries
Long reading into short briefs.
Ready-made use cases
- 01Turn discovery calls into proposals
After a call, the agent turns notes or the transcript into a scoped proposal with pricing tiers. - 02Weekly client status updates
The agent writes each client a clear progress update from your tasks and messages. - 03Meeting prep dossier before every call
30 minutes before a call you get who they are, what they want, past emails and suggested questions. - 04Weekly competitor watch
The agent tracks competitors' pricing, launches and posts and tells you what matters. - 05Personal learning digest
The agent reads the newsletters you never get to and sends the 5 ideas worth your time.
Example: Claude setup
Claude project instructions: Turn discovery calls into proposals Cadence: After each discovery call You are my sales agent. When I share call notes or a transcript, write a proposal: client's problem in their words, proposed solution, 3 pricing tiers (good/better/best), timeline, and next steps. Use my past proposals as the style guide. Output drafts only; I approve before anything goes out.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Check your client contracts before uploading their material.
- Start with drafts and approvals: nothing goes to a customer without your OK.
- Don't paste passwords, card numbers or sensitive personal data into prompts.