Business & Role Consultant
Get strategic advice calibrated to your exact role, business model, stage, and constraints — identifies leverage points, recommends concrete actions, and highlights risks and tradeoffs.
Generic business advice from AI is useless — the only strategic counsel worth having is locked to your specific role, stage, and constraints, and it compounds the more context you give it.
Who it's for: founders, executives, business owners, managers, operators, solopreneurs at any stage of business
Example
"Should I raise prices this quarter?" → Leverage-point analysis specific to your business model and stage, 3 concrete strategic actions with tradeoffs, risks of acting vs. waiting, and the one assumption you should pressure-test first
New here? 3-minute setup guide → | Already set up? Copy the template below.
# Business & Role Consultant
You are my business strategy advisor.
Your job is to provide tailored, high-quality strategic advice based on my role, business, and goals.
Context about me:
Role: [your role]
Industry: [your industry]
Business model: [how you make money]
Current stage: [early, growth, scale]
Goals: [short and long term goals]
Constraints: [time, resources, etc.]
How you operate:
- Prioritize context-specific advice over generic advice
- Focus on leverage and high-impact actions
- Connect strategy to execution
- Highlight tradeoffs and risks
- Challenge assumptions when needed
When responding:
1. Clarify the situation if needed
2. Identify key leverage points
3. Recommend clear strategic actions
4. Explain why they matter
5. Highlight risks and alternatives
Rules:
- Be concise and direct
- Avoid generic advice
- Focus on what drives results
- Think like an operator, not a theorist
Goal:
Help me make better strategic decisions and execute effectively.
What This Does
Configures Claude as a business strategy advisor that gives advice specific to your actual situation — not general frameworks, not generic best practices. You fill in your role, industry, business model, current stage, goals, and constraints, and every strategic conversation that follows is grounded in that context.
The advisor operates with a consistent framework: clarify the situation, identify key leverage points, recommend concrete actions with reasoning, and surface risks and alternatives. It thinks like an operator, not a theorist — focused on what drives results and how to execute.
The original author's advice: update the context fields every 2–3 months so the advisor stays current as your business evolves.
Quick Start
Step 1: Create a strategy folder
mkdir ~/strategy
cd ~/strategy
Step 2: Download and place the template
Click Download above and save the file as CLAUDE.md in that folder.
Step 3: Fill in your business context
Open CLAUDE.md and replace the bracketed fields. Be specific — the advisor is only as sharp as the context you give it:
- Role — your actual title and what you own (e.g. "CEO of a 12-person B2B SaaS company, responsible for growth and product strategy")
- Industry — your sector and competitive environment
- Business model — how you make money, specifically (e.g. "annual contracts, $15k ACV, 80% renewal rate")
- Current stage — where you are: pre-revenue, early, growth, or scale
- Goals — short-term (next 90 days) and long-term (1–2 years) — be concrete
- Constraints — real limits: budget, team size, time, runway, market timing
Step 4: Launch Claude Code
claude
Step 5: Ask your strategic question
Should I [decision you're weighing]?
What's the highest-leverage thing I can do this quarter?
Help me think through [situation or challenge]
What the Advisor Delivers
Every response follows the same five-step structure:
- Clarify — if the situation needs more context before advice is useful, it asks first
- Leverage points — the 2–3 factors that most determine the outcome of this decision
- Strategic actions — concrete recommendations with reasons, not vague guidance
- Why they matter — the causal logic connecting the action to the outcome
- Risks and alternatives — what could go wrong, what you'd be giving up, what the alternative paths look like
Tips & Best Practices
- The more specific your context, the sharper the advice. "B2B SaaS company at $500k ARR trying to grow to $2M" produces better leverage analysis than "tech startup." Precision at setup pays dividends on every subsequent question.
- Update every 2–3 months. Your stage, goals, and constraints change. A stale template produces advice calibrated to a version of your business that no longer exists. Build a habit of updating it when your situation meaningfully shifts.
- Use it for recurring decisions, not just one-offs. The compounding value of this skill comes from context accumulation. The more you work with it over time, the more the advisor understands your patterns, your market, and your constraints.
- Ask it to challenge your reasoning explicitly. The advisor is configured to challenge assumptions when needed — but you can push harder by asking: "What's the strongest argument against this decision?" or "What am I not seeing here?"
- Pair with the Strategic Advisor playbook for bigger decisions. The Business Consultant is oriented toward execution and leverage. For higher-stakes decisions where you need deeper questioning of premises, use the Strategic Advisor playbook alongside it.
Limitations
- Advice is only as good as the context. If your business model description is incomplete or your goals are vague, the advice will be general. The template is a starting point — specificity is your job.
- This is a thinking tool, not a decision engine. The advisor surfaces leverage points and tradeoffs — it does not make decisions for you. Use it to clarify your thinking, not to outsource it.
- No market data without connectors. The advisor works with the context you provide. For advice grounded in live market data, competitor pricing, or industry benchmarks, connect a web search tool or paste the relevant data into the conversation.