claude-for-consultinglisted

# Claude for consulting and professional services firms This page is four workflows you can set up in claude.ai this week: a findings memo built from your discovery call, a scope of work that says plainly what is not included, a client deliverable where every number came from you, and the method in your head written down so someone else can run it. Every prompt is here to copy. Nothing to install, no code, and nothing that asks you to trust a figure Claude produced on its own. Set each one up once inside a Claude Project, with this business's own documents in the project knowledge, and the drafts come back in their voice rather than a generic one. ## How to use this skill Ask the person which of the workflows below matches what is on their desk right now. Then walk them through that one only. Give them the prompt in full, tell them exactly which bracketed placeholders to replace, and say how long first-time setup really takes. Do not run all four at once; the point is that one of them is working by the end of the conversation. Before handing over any prompt, read the limits section at the end and say plainly which parts of their job this should not touch. ## 1. Turn a discovery call into a findings memo **What happens today.** You get off a ninety minute call with four pages of notes and a strong feeling about what is wrong. Three days later you write it up, and half of what you send back is what you already believed walking in, because the actual quotes have gone cold