templates
Consultant OS vs. a folder Claude actually works in
Consultant OS templates keep records about your client work. A folder Claude works in helps you do the work. How to tell which one your practice needs.
What a paid template kit has to beat
We sell a paid Claude template kit, so read this skeptically: what a paid kit has to beat, the checklist to hold any kit to, and who shouldn't buy one.
The client update email template (steal this one)
A copy-paste client update email template: five sections, under 200 words, with a filled-in example — and the extraction rules for what stays out.
The scope-creep conversation: four scripts for the conversations you've been avoiding
The four scope-creep patterns that come up most, with the response language for each, and how to say it without sounding defensive or apologetic.
The three-touch nudge: late-payment recovery without burning the relationship
A three-touch cadence for recovering late invoices (day 1, day 7, day 14) without the apologetic emails that sour the next engagement.
The five-section Friday update that keeps clients quiet
The weekly update that takes 12 minutes, heads off anxious client check-ins, and reads as confidence instead of a defensive wall of text.