Most consultants open Claude, ask a question, get a generic answer, and conclude AI isn’t ready for real consulting work.
It isn’t Claude’s fault. Claude doesn’t know anything about your business yet. Your clients, your services, your pricing, your voice — none of it. So every answer it gives you is the same answer it gives every other consultant on the planet.
This new video walks through fixing that — properly. Not pasting context into every chat, not re-explaining yourself daily. A permanent setup that Claude draws on automatically, every time you open a new chat.
By the end of the walkthrough you’ll have a Claude Project that works like a senior member of your team instead of a clever stranger.
What you’ll get from the video
This is a deep walkthrough — about 25 minutes. It’s split into two halves:
Part one — the theory. Ten short diagrams covering what a knowledge base actually is, how Claude Projects work, the three components every Project needs, what to put in the knowledge base, how retrieval works, and the five mistakes that waste the whole setup.
Part two — the prompts. Twelve prompts that build your Project step by step. The business profile, the Ideal Client Profile, the services and offers document, the positioning and voice guide, the project instructions, the stress-test that proves it all works, and the daily working prompts you’ll run forever afterwards.
You don’t need to take notes. There’s a free companion PDF with every prompt ready to copy and run.
Get the free companion course → Set Up Claude the Right Way: A Consultant’s Playbook
Why this setup matters
Generic Claude is a clever stranger. A properly set-up Claude is a colleague who has read every document about your business and never forgets it.
The difference is the setup — and the setup is a one-time job, then a ten-minute weekly habit to keep it current.
Three things change once it’s done:
You stop re-explaining yourself. Every new chat in the Project automatically inherits the knowledge base and the instructions. You open a chat, ask your question, and Claude already knows the background.
The output stops sounding generic. Once Claude has your positioning and voice guide loaded in, the proposals, emails, posts and content it drafts actually sound like you — not like AI.
The work compounds. Every engagement you finish, every lesson learned, every new client type — all of it goes back into the knowledge base. Your Claude gets sharper as your business gets sharper.
What’s inside the Project (the three components)
Every Claude Project is made of three things. Get all three right and Claude stops being a search box and starts being a working colleague.
The knowledge base. The documents about your business — your clients, services, positioning, accumulated learning. This is the “what Claude knows” layer.
The project instructions. A standing brief that tells Claude how to behave in every chat — the role to take, the tone to use, what to assume, what to do when unsure. This is the “how Claude acts” layer.
The chat history. Every conversation you have inside the Project, kept together. This is the “what we have discussed” layer.
The full walkthrough covers each one in detail — what goes in, why, and how to build it.
The four documents every consultant needs
Most consultants try to dump everything about their business into one giant file. Claude retrieves badly from it, and the setup never really works.
The right approach is four focused documents, one topic each:
The business profile. Who you are, what your consultancy does, the shape of the business.
The Ideal Client Profile. The single most important document. A precise definition of exactly who you serve.
The services and offers document. What you sell. Engagement types, deliverables, pricing structure.
The positioning and voice guide. What makes you the obvious choice — and how you sound, so everything Claude writes sounds like you.
The video walks through writing each one with Claude itself — you don’t write them from scratch, Claude interviews you and produces the finished document.
The five mistakes that waste the setup
Most consultants who try this and fail make the same handful of mistakes:
The one giant file. Everything dumped into a single document. Split into focused files instead.
The vague ICP. “I help businesses grow” isn’t an ICP. If the ICP is generic, every answer built on it is generic.
Skipping the instructions. A knowledge base with no project instructions means Claude knows your business but not how to act in it.
Set and forget. Built once, never updated. Within months the whole thing is out of date.
Re-explaining anyway. Building the Project, then still pasting context into chats out of habit. Trust the setup — that’s the whole point.
The video covers each of these properly and shows you how to avoid them.
Get the prompts
This blog post and the video give you the framework. The free course gives you the working prompts, the screen-by-screen video walkthrough, and the templates ready to drop into Claude.
If you’ve watched the video and want to actually do this for your own business — sign up for the free course below and you’ll have everything you need.
→ Start the free course: Set Up Claude the Right Way: A Consultant’s Playbook
It includes:
The full PDF (diagrams + every prompt + the worked example)
The screen-by-screen video version of every step
The pre-written answers companion file
Lifetime access, free updates, and direct email access for questions
Where to go after the setup
Once your Claude is properly set up, the obvious next step is using it to win and deliver clients consistently. That’s what the rest of the courses on the site cover:
Consulting AI Operating System — the flagship. ICP, positioning, offer architecture, marketing, delivery. The full foundation-to-running-consultancy build.
LinkedIn Lead Machine — outbound. Qualified discovery calls from LinkedIn without cold outreach.
Authority Content Engine — inbound. One point-of-view article a month, repurposed into a month of content.
1-Day Funnel Builder — paid. A full ad → page → webinar → call funnel, built in a Saturday.
All four are designed to work on top of a properly set-up Claude. The setup is the foundation. Everything else stacks on it.
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