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Resources
Free prompts, templates, and guides to boost your AI skills
83 resources
The Accountant Claude Vault
50 Claude prompts + a full Claude Project setup file + three compliance-aware document templates + a 10-section workflow guide. The complete Claude setup for working CPAs, EAs, and small-firm accountants.
The Contractor Claude Vault
40 Claude prompts + a full Claude Project setup file + three worked-example templates (estimate, change order, progress update) + a 7-section workflow guide. The complete Claude setup for working general contractors and remodelers.
The Real Estate Agent Claude Vault
50 Claude prompts + a full Claude Project setup file + fair-housing-compliant listing templates + a 10-section workflow guide. The complete Claude setup for working real estate agents.
Claude CoWork for Paralegals
A practical guide to using Claude as your AI co-worker in a paralegal workflow — from setup to daily use across drafting, research memos, case summaries, and client correspondence.
Claude CoWork for Executive Assistants
A practical guide to using Claude as your AI co-worker for inbox triage, meeting prep, and follow-up execution.
AI Acceptable Use Policy Template for Professional Teams
A customizable AI acceptable use policy template for small teams, practices, and firms. Covers approved tools, prohibited uses, review requirements, and compliance.
AI Governance Checklist for Small Teams
A practical checklist for small teams implementing AI tools. Covers tool approval, data handling, quality review, training, and compliance.
HIPAA-Safe AI Workflow Checklist
Step-by-step checklist for using AI tools safely with clinical data. Covers de-identification, tool selection, review, and documentation.
Redaction Checklist: What to Remove Before Using AI with Client Data
A quick-reference checklist of identifiers and sensitive data to remove before pasting client, patient, or employee information into any AI tool.
5 Claude Prompts for Drug Interaction Checking
Ready-to-use prompts for checking drug-drug interactions, severity ratings, mechanisms, and clinical management recommendations.
Claude CoWork for Attorneys
A practical guide to using Claude as your AI co-worker in your legal workflow — from setup to daily use.
Claude CoWork for Construction Project Managers
A practical guide to using Claude as your AI co-worker in your construction project management workflow — from setup to daily use.
Claude CoWork for Dietitians
A practical guide to using Claude as your AI co-worker in your nutrition workflow — from setup to daily use.
Claude CoWork for Event Planners
A practical guide to using Claude as your AI co-worker in your event planning workflow — from setup to daily use.
Claude CoWork for HR Managers
A practical guide to using Claude as your AI co-worker in your human resources workflow — from setup to daily use.
Claude CoWork for Interior Designers
A practical guide to using Claude as your AI co-worker in your interior design workflow — from setup to daily use.
Claude CoWork for Mortgage Brokers
A practical guide to using Claude as your AI co-worker in your mortgage workflow — from setup to daily use.
Claude CoWork for Nurses
A practical guide to using Claude as your AI co-worker in your nursing workflow — from setup to daily use.
Claude CoWork for Occupational Therapists
A practical guide to using Claude as your AI co-worker in your occupational therapy workflow — from setup to daily use.
Claude CoWork for Optometrists
A practical guide to using Claude as your AI co-worker in your optometry workflow — from setup to daily use.
Claude CoWork for Personal Trainers
A practical guide to using Claude as your AI co-worker in your personal training workflow — from setup to daily use.
Claude CoWork for Photographers
A practical guide to using Claude as your AI co-worker in your photography workflow — from setup to daily use.
Claude CoWork for Property Managers
A practical guide to using Claude as your AI co-worker in your property management workflow — from setup to daily use.
Claude CoWork for Recruiters
A practical guide to using Claude as your AI co-worker in your recruiting workflow — from setup to daily use.
Claude CoWork for Sales Reps
A practical guide to using Claude as your AI co-worker in your sales workflow — from setup to daily use.
Claude CoWork for Speech-Language Pathologists
A practical guide to using Claude as your AI co-worker in your speech therapy workflow — from setup to daily use.
Claude CoWork for Teachers
A practical guide to using Claude as your AI co-worker in your teaching workflow — from setup to daily use.
Claude CoWork for Therapists
A practical guide to using Claude as your AI co-worker in your mental health workflow — from setup to daily use.
Claude CoWork for Tradespeople
A practical guide to using Claude as your AI co-worker in your trades workflow — from setup to daily use.
Claude CoWork for Veterinarians
A practical guide to using Claude as your AI co-worker in your veterinary workflow — from setup to daily use.
5 AI Prompts to Tailor Your Resume to Any Job Description
Copy-paste AI prompts for resume keyword optimization, achievement rewriting, ATS formatting, and cover letter drafting.
5 Claude Prompts for Bookkeeper Client Communication
Ready-to-use Claude prompts for writing client emails, document requests, monthly updates, tax deadline reminders, and year-end review letters.
5 Claude Prompts for Financial Reporting & Summaries
Ready-to-use Claude prompts for writing client financial summaries, P&L narratives, cash flow analyses, and monthly reporting packages that save hours every month.
5 Claude Prompts for Tax Preparation Documentation
Ready-to-use Claude prompts for generating tax preparation checklists, missing document trackers, client letters, and entity-specific tax documentation.
Claude CoWork for Bookkeepers & CPAs
A practical guide to using Claude as your AI co-worker in your bookkeeping workflow — from setup to daily use.
How to Use Claude as Your Social Media Manager Co-Worker
Set up Claude as a persistent AI assistant for social media management — brand voice, captions, content calendars, and performance reporting.
5 Claude Prompts for Social Media Captions (Copy & Paste)
Ready-to-use Claude prompts for social media captions, content calendars, and brand-voice posts. Works for Instagram, LinkedIn, TikTok, and X.
5 Claude Prompts for Social Media Client Communication
Ready-to-use Claude prompts for writing client update emails, onboarding messages, feedback responses, and retention communication.
5 Claude Prompts for Social Media Reporting & Strategy
Ready-to-use Claude prompts for creating client performance reports, strategy documents, content calendars, and KPI frameworks.
5 Claude Prompts for Portfolio Review & Client Reporting
Ready-to-use Claude prompts for drafting quarterly review letters, performance summaries, and market commentary that save hours every review season.
5 Claude Prompts for Financial Advisor Communication & Compliance
Ready-to-use Claude prompts for meeting follow-ups, client check-ins, recommendation memos, and compliance documentation that keep your practice organized and audit-ready.
5 Claude Prompts for Financial Planning Documentation
Ready-to-use Claude prompts for drafting financial plan summaries, recommendation memos, and planning presentations that save hours of documentation time.
5 Claude Prompts for Practice Marketing — Chiropractors
Ready-to-use Claude prompts for creating social media content, blog posts, newsletters, and Google Business content for your chiropractic practice.
5 Claude Prompts for Medical Necessity — Chiropractors
Ready-to-use Claude prompts for writing medical necessity letters, insurance narratives, and prior authorization documentation for chiropractic care.
5 Claude Prompts for PI Narratives & Patient Communication — Chiropractors
Ready-to-use Claude prompts for personal injury case narratives, patient education materials, and professional communications.
5 Claude Prompts for SOAP Notes — Chiropractors
Ready-to-use Claude prompts for drafting chiropractic SOAP notes, initial evaluations, and progress documentation that save hours of after-hours charting.
Claude CoWork for Chiropractors
A practical guide to using Claude as your AI co-worker in your chiropractic workflow — from setup to daily use.
Claude CoWork for Dental Hygienists
A practical guide to using Claude as your AI co-worker in your dental hygiene workflow — from setup to daily use.
Claude CoWork for Financial Advisors
A practical guide to using Claude as your AI co-worker in your financial advisory workflow — from setup to daily use.
Claude CoWork for Insurance Agents
A practical guide to using Claude as your AI co-worker in your insurance agency workflow — from setup to daily use.
Claude CoWork for Management Consultants
A practical guide to using Claude as your AI co-worker in your consulting workflow — from setup to daily use.
Claude CoWork for Pharmacists
A practical guide to using Claude as your AI co-worker in your pharmacy workflow — from setup to daily use.
Claude CoWork for Physical Therapists
A practical guide to using Claude as your AI co-worker in your physical therapy workflow — from setup to daily use.
Claude CoWork for Real Estate Agents
A practical guide to using Claude as your AI co-worker in your real estate workflow — from setup to daily use.
5 Claude Prompts for Executive Summaries & Client Reports
Ready-to-use Claude prompts for writing executive summaries, strategy memos, and client deliverable narratives that land with senior leadership.
5 Claude Prompts for Consultant Client Communication
Ready-to-use Claude prompts for meeting follow-ups, status updates, scope change discussions, and client relationship management in consulting.
5 Claude Prompts for Consulting Proposals & Engagement Letters
Ready-to-use Claude prompts for drafting client proposals, engagement letters, and scope of work documents that win consulting engagements.
5 Claude Prompts for Insurance Narratives — Dental Hygienists
Ready-to-use Claude prompts for writing clinical justifications for periodontal treatment, frequency exceptions, and coverage appeals.
5 Claude Prompts for Patient Education — Dental Hygienists
Ready-to-use Claude prompts for creating oral health education materials, post-procedure instructions, and home care guidance.
5 Claude Prompts for Periodontal Documentation — Dental Hygienists
Ready-to-use Claude prompts for drafting periodontal treatment notes, scaling documentation, and clinical treatment rationale.
5 Claude Prompts for Treatment Planning & CE — Dental Hygienists
Ready-to-use Claude prompts for treatment plan documentation, case presentations, and continuing education research.
5 Claude Prompts for Insurance Claims & Renewals
Ready-to-use Claude prompts for drafting claims documentation, renewal recommendation letters, and coverage comparison summaries that save hours during renewal season.
5 Claude Prompts for Insurance Client Communication
Ready-to-use Claude prompts for prospecting emails, retention outreach, cross-sell messages, and client review invitations that sound like you — not a marketing bot.
5 Claude Prompts for Insurance Policy Summaries
Copy-paste Claude prompts for summarizing auto, home, health, and life insurance policies. Break down coverage, exclusions, and deductibles for clients.
5 Claude Prompts for Drug Information & Research — Pharmacists
Ready-to-use Claude prompts for clinical drug research, interaction assessments, and evidence-based drug information queries.
5 Claude Prompts for MTM Documentation — Pharmacists
Ready-to-use Claude prompts for medication therapy management notes, comprehensive medication reviews, and clinical documentation.
5 Claude Prompts for Patient Counseling — Pharmacists
Ready-to-use Claude prompts for creating patient counseling scripts, medication guides, and discharge education materials.
5 Claude Prompts for Prior Authorization — Pharmacists
Ready-to-use Claude prompts for writing prior authorization letters, appeal narratives, and clinical justifications that get approved faster.
5 Claude Prompts for Home Exercise Programs — Physical Therapists
Ready-to-use Claude prompts for generating patient-appropriate home exercise programs with clear instructions and precautions.
5 Claude Prompts for Insurance Appeals — Physical Therapists
Ready-to-use Claude prompts for writing medical necessity letters, insurance appeal narratives, and prior authorization documentation.
5 Claude Prompts for Treatment Planning — Physical Therapists
Ready-to-use Claude prompts for writing SMART functional goals, treatment plans, and clinical reasoning documentation.
5 Claude Prompts for SOAP Notes — Physical Therapists
Ready-to-use Claude prompts for drafting SOAP notes, initial evaluations, and discharge summaries that save hours of after-session charting.
AI Scripts for Real Estate Client Communication
Real estate client communication prompts draft buyer follow-ups, offer presentations, and seller updates in your voice within seconds.
Fair Housing and AI: What Every Agent Must Know
Fair housing AI compliance requires reviewing all generated content for discriminatory language. Learn to catch violations before you publish.
5 ChatGPT Prompts for Real Estate Listing Descriptions
ChatGPT real estate listing prompts generate MLS-ready descriptions for residential, luxury, fixer-upper, and vacant land properties.
Real Estate Agent's AI Prompt Cheat Sheet
AI prompts for real estate agents covering listings, follow-ups, and market analysis. Ten copy-paste prompts you can use daily.
Social Media Content Prompts for Real Estate Agents
Real estate social media prompts generate a full week of posts for Instagram, Facebook, and LinkedIn in under twenty minutes.
AI Prompts for Real Estate Market Analysis & CMAs
Real estate market analysis prompts convert raw MLS data into client-ready CMA narratives and neighborhood market summaries in minutes.
The Ultimate M365 Copilot Prompt Pack (50 Prompts)
Master Microsoft 365 Copilot with 50 ready-to-use prompts for Word, Excel, PowerPoint, Outlook, and Teams. Perfect for beginners—organized from basic to advanced.
Claude Prompts for Professional Email Drafting
Claude email prompts generate polished professional emails for meetings, follow-ups, and difficult conversations in seconds.
5 AI Prompts to Optimize Your Resume for Any Job
AI resume prompts to rewrite bullet points, quantify achievements, and tailor your resume to any job posting. Works with ChatGPT and Claude.
AI Research Assistant Prompt Template
AI research assistant prompts turn ChatGPT or Claude into a structured analyst that delivers organized, sourced briefings on any topic.
ChatGPT Interview Prep: Ace Your Next Interview
ChatGPT interview prep prompts let you run mock interviews, build STAR stories, and research companies so you walk in confident.