Practice Brain Setup
Everything you need to build your Practice Brain before Session 1.
Practice Brain works in Claude Chat (the web version) or Claude Desktop (the app on your computer). Same skill, same conversation, same output. The difference is where the documents end up.
Option A: Claude Chat (Web)
Use this if you want to run Practice Brain from a browser without installing anything.
- Go to claude.ai
- Start a new project or conversation
- Upload
practice-brain-skill.mdas a project file (or paste its contents into Custom Instructions) - Say: “Build my Practice Brain”
The skill produces six documents inside the conversation. Copy each one out and save it wherever you keep your work files.
Option B: Claude Desktop (App)
Use this if you have Claude Desktop installed and want the documents saved directly to your computer — no copy-pasting.
- Open Claude Desktop
- Start a new conversation
- Upload
practice-brain-skill.mdto the conversation (or paste its contents) - Say: “Build my Practice Brain”
The skill produces six documents and saves them as files on your computer.
Don’t have Claude Desktop? Download it at claude.ai/download. Install it, sign in with your Claude account, and you’re ready.
Six Documents About Your Practice
Dictate, don’t type.
Use voice input on your phone or computer. You’ll describe your practice more naturally when you talk than when you type. Typing activates the filter. Talking activates the flow.
Start with whatever comes to mind.
The skill asks questions one at a time. Don’t overthink your answers — say what you know. You can always come back and add more later.
Minimum 3 clients.
The Client Roster section works with as few as 3 clients. More is better, but 3 is enough to start identifying patterns.
You can stop and come back.
If you need to break after 3 sections, that’s fine. Start a new conversation later and pick up where you left off. The documents you’ve already built are saved.
These documents work everywhere.
Hand the Services Catalog to a VA. Use the Client Roster for quarterly reviews. Reference Voice & Style when writing content. They’re working documents, not setup files.
Any of these help, but none are required:
If you don’t have these ready, the skill will draw them out of you through the conversation. That’s the whole point.
The Practice Brain skill file is a standard markdown (.md) file. While we recommend Claude for the best results, you can use it with any large language model that accepts custom instructions or uploaded files.
ChatGPT
- Go to chatgpt.com
- Start a new conversation
- Click the paperclip icon and upload
practice-brain-skill.md— or open the file in a text editor, select all, and paste the contents into the chat - Say: “Build my Practice Brain”
- Save each document as it’s produced
Gemini
- Go to gemini.google.com
- Start a new conversation
- Upload
practice-brain-skill.mdor paste its contents - Say: “Build my Practice Brain”
- Save each document as it’s produced
Any Other AI Tool
- Open the AI tool
- Start a new conversation
- Paste the full contents of
practice-brain-skill.mdinto the conversation - Say: “Build my Practice Brain”
- Follow the conversation — the skill asks questions, you answer, it produces documents
- Save each document as it’s produced
Important: Regardless of which AI you use, name the six output files exactly as the skill specifies: practice-profile.md, services-catalog.md, client-roster.md, voice-style.md, scoping-pricing.md, proof-inventory.md. The Build sessions reference these file names.
After You’re Done
These six documents are the foundation for The Build. On Day 1, you’ll see how the skills you install read from these documents and produce output specific to your practice.
If you finish early — run through them one more time and add anything you missed. The more detail in these documents, the better the Build skills perform.