Set Up Claude the Right Way: A Consultant’s Playbook
A three-part playbook that turns Claude from a generic chatbot into an AI that knows your consulting business, sounds like ...
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Instructor
David Tainsh
Course details
Lectures
:
6
Level
:
Beginner
- Description
- Curriculum
- Reviews
Do you want an AI that actually knows your consulting business... in a single day... without re-explaining yourself in every chat?
Imagine opening Claude and having it draft a discovery call brief, a first-pass proposal, or a week’s worth of LinkedIn content — all in your voice, all using your real offers, all without the generic AI feel that forces you to rewrite everything. Or you can keep starting every chat from zero, editing out consultant-speak, and wondering why the answers always sound a bit… generic.
WHAT THIS COURSE IS
Set Up Claude For Consultants is a complete, three-part playbook designed to help you stop wrestling with AI and start running it. You’ll build a locked Knowledge Base so Claude knows your consulting business, set the rules that make it sound like you instead of every other AI on the internet, and then put it to work across four use cases that save hours every week. This is not theory; you build everything as you go and walk away with a working system inside a Claude Project.
WHO THIS COURSE IS FOR
This course is built for consultants, agency owners, and service-based experts who already use AI but don’t feel like they’re getting much from it. It’s ideal if you’re tired of re-explaining your business in every chat, frustrated by drafts that sound generic and need heavy editing, or curious whether AI can actually do the kind of strategic thinking you do — not just produce filler content. Whether you’re completely new to Claude or already using it casually, this course is for those who want a properly set-up system that works in your voice, follows your rules, and saves you real time on real client work.
WHAT THE END RESULT WILL BE
By the end of this course, you will have a Claude Project that knows your consulting business as well as you do. Your Knowledge Base will be locked in, your tone-of-voice rules will keep Claude sounding like you instead of like ChatGPT, and you’ll have a tested prompt library covering discovery call prep, first-pass proposals, content repurposing, and sharper thinking. Instead of fighting with AI for generic outputs, you’ll be running a system that gives you back hours every week and walks you into every call, proposal, and decision better prepared than the people you’re competing with.
🧠 What This Course Is
The Set Up Claude For Consultants Playbook is a complete system that shows you how to:
- Build a locked Knowledge Base Claude reads before every chat
- Set the rules that make Claude sound like you, not generic AI
- Stop Claude inventing stats, case studies, or things outside your scope
- Use Claude across four high-leverage consulting use cases
This is not theory.
This is a step-by-step setup that turns Claude into a working part of your consulting business.
THE REAL PROBLEM
Right now, most consultants don’t have an AI problem...
They have a setup problem.
Out of the box, Claude doesn’t know:
Who you serve
What you actually sell
How you sound when you’re at your best
So every chat starts from zero...
Every draft needs heavy editing...
And the outputs sound like they could have come from anyone...
Which leads to:
AI that feels like a content machine, not a thinking partner
Hours wasted re-explaining your business and rewriting drafts
A vague sense that you’re not getting the value you should be
🎯 How This Course Works
This course is structured into 3 core parts, each building on the last:
1. Knowledge — Build Your Locked Knowledge Base
Build a structured KB across the four pillars: profile, ICP, problems and positioning, offers and proof
Lock it into a Claude Project so every chat starts with full context
Stress-test it to prove it’s actually working
2. Voice — Set Claude’s Voice and Rules
Translate your tone of voice into rules Claude can follow
Set output format rules and the no-go list
Make Claude push back instead of nodding along
3. Action — Put Claude to Work
Discovery call prep in 6 minutes, not 60
First-pass proposals in your voice, in minutes
Content repurposing: one idea, ten on-brand assets
Claude as a critic on your sharpest decisions
👉 Each part includes copy-paste prompts, filled-in Clarion Consulting examples, and stress-tests
👉 You build everything as you go inside a real Claude Project
🛠 WHAT YOU WILL BUILD
By the end of this course, you will have:
- A locked Knowledge Base loaded into a Claude Project
- A complete Project Instructions block in your tone of voice
- A no-go list that stops Claude inventing or going off-scope
- A copy-paste prompt library covering 4 high-leverage use cases
- A daily-habit prompt set for ongoing leverage
- A working Claude system you can use from day one
👉 Everything working together as one Project, ready the moment you finish the course
Do you want an AI that knows your business, sounds like you, and saves you hours every week… starting tomorrow… without learning to code or studying prompt engineering?
Imagine opening Claude and finding:
- Discovery briefs ready in minutes, not hours
- Proposals that already sound like you
- Content drafts that don’t need heavy editing
- A thinking partner that pushes back when you’re wrong
Or...
Continue starting every chat from zero...
Editing out consultant-speak from every draft...
And wondering why your AI doesn’t feel useful...
👇
Get instant access now and set Claude up the right way today
Questions And Answers:
Most consultants who use Claude get generic outputs because Claude doesn’t know who they are. This course fixes that. You’re not learning prompt tricks — you’re building a permanent setup so Claude starts every conversation already knowing your business, your tone, and your rules. The difference between Claude with this setup and Claude without it is the difference between a deputy and a search engine.
You can build the core system in a day and deploy it fully over the following few days.
No technical background is required. The course includes step-by-step Standard Operating Procedures and AI prompts that guide you through generating the assets needed to build and run your consultancy. The focus is on using AI as a practical tool rather than requiring technical development skills.
Yes if you need anything I am available via email most of the time and at weekends. I want you to succeed so I am willing to be your co-pilot!
Yes. The course is structured to be clear, practical, and easy to implement, even if you have never built an outreach system before.
You can start with simple tools and free AI platforms, then upgrade your stack as you scale.
Yes, as long as you sell a consultancy or service offer to businesses and need a structured way to generate leads and book calls.
Yes. The course includes AI prompts, workflows, and standard operating procedures so you can build the system faster.
Part 1 — Knowledge
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1
1.1 : Build Your Locked Knowledge BaseMost consultants get generic answers from AI because they're starting every chat from zero. Part 1 fixes that. You'll build a structured Knowledge Base — your business written down in a way Claude can read — and lock it into a Claude Project so every conversation starts with full context.
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2
1.1 : Build Your Locked Knowledge Base (AI Prompts and Walkthrough)
AI prompts and step by step set up walk through.
Part 2 — Voice
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3
1.2 : Set Claude's Voice and Rules
A Claude that knows your business still won't sound like you — and will still invent things if you let it. Part 2 walks you through writing the four rules every consultant needs: tone of voice, output format, the no-go list, and when Claude should push back on you.
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4
1.2 : Set Claude's Voice and Rules (AI Prompts and Walkthrough)
AI prompts and step by step set up walk through.
Part 3 — Action
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5
1.3 : Put Claude to Work
Setup is over — now extract the value. Part 3 walks through four high-leverage use cases for consultants: discovery call prep, proposals that sound like you, content repurposing, and Claude as a critic on your sharpest decisions. Copy-paste prompts included.
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6
1.3 : Put Claude to Work (AI Prompts and Walkthrough)
AI prompts and step by step set up walk through.
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