Guides published jul 21, 2026
In this guide, you will learn how to turn your AI knowledge into a focused consulting offer. Using Claude, you will choose a narrow problem, collect client context, and create a one-page opportunity brief that can lead to an implementation project.
You will build a repeatable AI consulting framework: a focused offer, a live assessment that scores prospects out of 100, a quick client audit, and a client-ready deck that recommends one high-return workflow to improve with AI. Run it free to test demand, or sell it as a fixed-price audit and scope implementation separately.
Tell Claude to research the tools, templates, tutorials, and examples that apply to your niche before a prospect fills out the assessment. Keep the useful options in a local solution library, along with notes about when each one fits and what it needs. That lets you match a bottleneck to a starting point without rebuilding the research every time.
You can also build one reusable deck template, then replace the score, evidence, bottleneck, and recommendations for each new audit. For a more polished template, follow our Claude Design guide for decks (https://therundown.ai/guides/claude-design-branded-deck).
Open a new Claude Project. Tell Claude to interview you about the industries, work, and AI tools you know, then have it suggest exactly three consulting angles. Treat the result as a starting point for an experiment, not a decision about your career.
I want to test whether a small freelance AI consulting offer could be viable for me.
Interview me one question at a time about:
- industries, teams, or communities I know
- work I have done repeatedly
- AI tools and workflows I can explain confidently
- questions people already ask me
- outcomes those people care about
Then suggest exactly three consulting angles. For each, include:
- the target audience
- one repeated workflow or pain point
- a simple assessment I could use
- a small audit I could run for free
- what I would need to learn before offering paid help
Rank the angles by how close they are to my real experience and how easy they are to test.Choose the angle that gives you the clearest sentence: “I help [this kind of person] improve [this repeated workflow] with AI.” The video explores AI implementation for video editors. AI social posting for local restaurants would be another focused example.
Pro tip: Start with work you already understand. You need enough context to run a helpful audit, not expertise in every AI tool.
Tell Claude to turn your chosen angle into a live Artifact that a prospect can complete in a few minutes. The assessment gives them a useful 100-point score and gives you the context for a quick audit.
Paste this prompt into Claude:
Create a live, shareable Claude Artifact called “[YOUR NICHE] AI Opportunity Assessment.”
This is a friendly 3 to 5 minute quiz for prospective [CLIENT TYPE] clients. Collect:
- business name and a required business website URL
- the outcome they want
- their current workflow and how often it happens
- the people and tools involved
- common delays, rework, or frustration
- the result they want from AI
When they finish, give them a score out of 100. Explain the score in plain English, identify the biggest opportunities, and create a short summary I can use for a quick audit.
Publish the assessment as a live Artifact. Save completed responses in the Artifact dashboard. If Google Drive is connected, save a copy to a dedicated submissions folder there.Test the Artifact with a made-up response before you share it. Check that the questions lead to useful answers, the score is clear, and the summary gives you enough material to do the next step.
Pro tip: Make the business URL required. It saves time later and gives Claude a clear public starting point for research.
When someone completes the assessment, keep their response in the Artifact dashboard or Google Drive. Tell Claude to compare the answers with the business website and find one workflow worth improving first.
Paste the assessment response and this prompt into the same Claude Project:
Act as my research assistant for a quick AI workflow audit.
Use the public information at [BUSINESS WEBSITE] and the assessment response below. Identify exactly one high-return bottleneck or workflow that this business could improve with AI.
Return:
- the public signals and assessment answers that support the recommendation
- the bottleneck in plain English
- why it is the best place to start
- what still needs to be confirmed with the client
- one practical, human-reviewed solution direction
Keep this focused on one workflow. Treat it as a hypothesis, not a diagnosis.
Assessment response:
[PASTE RESULTS]Look for repeated, structured work with a clear owner and a simple outcome. For example, “turn unused client footage into a repeatable social-post workflow” is more useful than “use AI everywhere.”
The deck helps you see whether your audit gives someone a clear, useful recommendation. You can walk through it on a call, send it after a review, or use it to decide whether this niche is one you want to keep testing.
Tell Claude to turn the assessment, website research, and chosen bottleneck into a short deck:
Create a client-ready AI Workflow Audit deck for [BUSINESS NAME] using the assessment and research below.
Include:
- their assessment score and a short executive summary
- the one workflow to improve first
- the evidence behind that recommendation
- practical AI tools, templates, or workflow approaches to consider
- what needs to be confirmed before implementation
- a simple next step, such as a small pilot, a follow-up review, or an implementation project
Keep the deck practical, visual, and specific to this business. Do not promise ROI or present the solution as ready to deploy without validation.Review the deck before you send it. Make the recommendation easy to understand, verify the resource links, and be honest about what is still unknown. Run your first few audits for free if you want market feedback. If people find the process useful and you want to keep doing it, you can later test a simple fixed-price audit, such as $500.
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