Build a reusable AI consultant with Claude and Perceptis

Build the consultant before assigning the prospect

Thanks to Perceptis for sponsoring this video.

Luke asks Claude to create reusable consulting instructions, then connects Perceptis for the presentation. This separates the method from a single prospect’s details.

1. Specify your services, audience, supplied inputs and output format.
2. Ask for an engagement method that separates observations with sources, assumptions and information gaps.
3. Require a review stop before the deck; prohibit invented traffic, revenue, bookings and customer results.

Review the website evidence

In the demonstration the findings recommend repairs before a new website, and one finding is withdrawn. The recommendation needs to follow the evidence even when it changes the intended pitch.

1. Supply the exact prospect website and inspect the pages the agent actually reached.
2. Check each claim against its source and capture screenshots that support it.
3. Remove or qualify findings that cannot be reproduced. Approve the recommendation before producing slides.

Create a deck you can edit and present

The first deck needs layout improvements, and adding website screenshots requires a separate step.

1. Choose the Perceptis template and generate the approved structure.
2. Inspect every slide for crowded text, unsupported claims and missing evidence.
3. Add real screenshots, export the PowerPoint and inspect it in Canva.
4. Prepare a Loom walkthrough around the approved deck; keep a prospect concept distinct from client-approved work.

The takeaway

A useful consulting workflow can recommend a repair instead of a rebuild. The demo establishes neither a client sale nor a measured business result.