Build a Client Status Deck Skill With AI | Cheat Sheet
A step-by-step cheat sheet showing consulting firms how to build a Skill in Claude or ChatGPT that turns project data into a client status deck.
This cheat sheet shows you how to build a Skill in Claude or ChatGPT that turns your project data into a client status deck, using your own real template as the model it learns from.
It covers writing the instructions, testing it on a real project, and fixing anything that comes back wrong so the correction sticks for every future run rather than just the one output. It also covers connecting it to Projectworks for live budget and delivery data, if you use it, though the skill works fine without that too. It is written for consulting and professional services firms that send a client status update on a regular basis.
A full set of demo files comes with it: spreadsheets, meeting notes and client documents shaped like the real thing, so you can build and test the skill before you ever point it at an actual client.
Everything is on one page, with numbered steps you can follow today. Download it free.
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