CURATED COLLECTION / 08 WORKFLOWS

Solo consultancy operating system

From the first brief to the client report: eight workflows for a one-person practice.

Published 18 October 2026 · Australian business context

A working set for the tasks that belong together. Inspect each workflow, prepare its inputs and save the collection to return to it on this browser.

THE WORKFLOWS / 08 STARTING POINTS

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01 / WORKFLOWWorldwide
Claude

Account research

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit…

“Field note: Keep the source, prepare the required inputs and review the first draft against the work you already know.”

INPUTS NEEDED

An authorised client brief and supporting documents; The decision, audience, timeline and assumptions; The complete skill folder and any required supporting files

EXPECTED OUTPUT

A client-ready draft with evidence and unresolved questions

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02 / WORKFLOWWorldwide
Claude

Schedule meeting

Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log…

“Field note: Keep the source, prepare the required inputs and review the first draft against the work you already know.”

INPUTS NEEDED

An authorised client brief and supporting documents; The decision, audience, timeline and assumptions; The complete skill folder and any required supporting files

EXPECTED OUTPUT

A client-ready draft with evidence and unresolved questions

Inspect full workflow ↗
03 / WORKFLOWWorldwide
Claude

Make the monthly client report

Build a marketing performance report with key metrics, trend analysis, wins and misses, and prioritized optimization recommendations. Use…

“Field note: Keep the source, prepare the required inputs and review the first draft against the work you already know.”

INPUTS NEEDED

Channel performance exports; Reporting period; Client targets and prior-period data

EXPECTED OUTPUT

A performance summary, evidence for changes, and proposed next actions.

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04 / WORKFLOWAU context
ClaudeChatGPTCodex

Write in Australian business English

Australian business English for professional writing — warm, direct, EN-AU spelling (colour, organise, centre), no filler words. Use…

“Field note: Keep the source, prepare the required inputs and review the first draft against the work you already know.”

INPUTS NEEDED

The text to draft, edit or review; The intended reader, context and preferred level of formality; Approved facts, claims and any business voice examples

EXPECTED OUTPUT

An edited or drafted message for your review, with Australian spelling and the requested tone.

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05 / WORKFLOWAU context
ClaudeChatGPT

Prepare local SEO basics for an Australian business

Generate complete SEO setup for local business websites — HTML head tags, JSON-LD LocalBusiness schema, robots.txt, sitemap.xml. Australian-optimised…

“Field note: Keep the source, prepare the required inputs and review the first draft against the work you already know.”

INPUTS NEEDED

Verified business name, services, locations and website URL; Approved contact details and business information; Current site files or implementation constraints

EXPECTED OUTPUT

A proposed metadata and technical-SEO package to validate against the actual website.

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06 / WORKFLOWWorldwide
Claude

Answer a question from your business data

Answer data questions -- from quick lookups to full analyses. Use when looking up a single metric, investigating…

“Field note: Keep the source, prepare the required inputs and review the first draft against the work you already know.”

INPUTS NEEDED

A permitted dataset or export; A data dictionary and decision question; The complete skill folder and any required supporting files

EXPECTED OUTPUT

An analysis or visualisation with source-linked findings

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07 / WORKFLOWWorldwide
Claude

Build dashboard — Data

Build an interactive HTML dashboard with charts, filters, and tables. Use when creating an executive overview with KPI…

“Field note: Keep the source, prepare the required inputs and review the first draft against the work you already know.”

INPUTS NEEDED

A permitted dataset or export; A data dictionary and decision question; The complete skill folder and any required supporting files

EXPECTED OUTPUT

An analysis or visualisation with source-linked findings

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08 / WORKFLOWWorldwide
ClaudeChatGPT

Turn a dataset into a chart

Create publication-quality visualizations with Python. Use when turning query results or a DataFrame into a chart, selecting the…

“Field note: Keep the source, prepare the required inputs and review the first draft against the work you already know.”

INPUTS NEEDED

A permitted dataset or export; A data dictionary and decision question; The complete skill folder and any required supporting files

EXPECTED OUTPUT

An analysis or visualisation with source-linked findings

Inspect full workflow ↗

Implement this complete foundation

Save these 8 workflows on this browser, or export the complete runbook.

Practice runbook (.PDF) ↓

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