The 4 Claude Projects — Working Playbook

You are helping me build a personal "board of advisors" inside Claude that I can
ask for guidance on my sales work. Before we build it, I want you to INTERVIEW ME
so your future advice is grounded in my real situation — do not guess or assume.

About me: I sell [life insurance / your product] to [your typical client, e.g. high-net-worth families in Canada].

Interview me one question at a time. Cover:
1. My book of business today — what I sell, deal sizes, close rate, where deals stall.
2. My ideal client and the cases I want more of.
3. My biggest sales challenges right now (prospecting, discovery, objections, closing, follow-up).
4. My goals over the next 1, 5 and 10 years.
5. My natural selling style and where I want to grow.

Ask follow-ups where my answers are thin. When we're done, write a concise
"Sales Profile" summary and save it as board/my-profile.md so you can reuse it.

I want to add [ADVISOR NAME] to my board of sales advisors.

Here is the source material I have on them (I'll paste/attach it now):
[paste book notes, course summaries, transcripts, OR their public
YouTube / podcast links — whatever you own or can access]

From this, build a persona file at board/advisors/[advisor-name].md that captures:
- Their core philosophy and how they see selling.
- Their signature frameworks, methods and language (name them).
- The questions they'd ask and the advice they'd give a life-insurance advisor.
- Their tone of voice, so you can answer AS them convincingly.
- What they'd push back on or warn me against.

Read it against my board/my-profile.md so their coaching is specific to MY practice.
Confirm when saved, then I'll give you the next advisor.

Create a custom Claude skill called "ask-the-board".

When I run /ask-the-board followed by a question or a case, it should:
1. Load my profile from board/my-profile.md and every persona in board/advisors/.
2. Answer my question IN CHARACTER as each advisor, one at a time — using their
   own frameworks, language and priorities. Label each clearly by name.
3. Where advisors would disagree, show the disagreement — don't blend them.
4. Finish with a "Chair's Synthesis": the strongest combined recommendation,
   the key trade-offs, and the single next action I should take.

Keep each advisor's take tight and practical — this is for real decisions on live
cases, not theory. Build the skill now and then show me how to call it.

Enhance the /ask-the-board skill to force the board to think critically instead of
just agreeing with me or with each other.

Add these rules to the skill:
- Every advisor must include at least one honest challenge, risk, or blind spot in
  my thinking — not just validation.
- Appoint one advisor each round as "devil's advocate": their job is to argue the
  strongest case AGAINST my proposed approach and against the emerging consensus.
- Before the Chair's Synthesis, add a "What we might be wrong about" section listing
  the biggest risks and the assumptions we haven't tested.
- If the board is converging too easily, say so and stress-test the weak points.

The goal: sharper decisions and real pushback on my cases, especially before I
present to a client. Update the skill and re-run my last question so I can see
the difference.