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AI Chief of Staff Cohort

Build Your AI Chief of Staff

A 4-week cohort for independent consultants who are done letting admin run their practice.

10 seats available.

Not sure it’s a fit? Take the 2-min assessment or join the webinar.

The Problem

You're running a $100K+ practice mostly by yourself.

You're good at the work. Your clients get results. Referrals come in.

But behind the scenes, your practice is running you.

  • Follow-ups slip because you're in delivery mode
  • Your BD pipeline goes cold between projects
  • Proposals take hours to write from scratch
  • Testimonials are sitting uncaptured
  • Your inbox is a second job
  • And somewhere on your to-do list is "build better systems" — next quarter

It's not a skills problem. It's not a time problem.

It's a staffing problem.

You need a Chief of Staff.

The Solution

Build your AI Chief of Staff — in 4 weeks, with a cohort of peers.

In the CoS Cohort, you'll build a system that runs 10 core services in your practice — so you stop dropping balls and start growing with consistency.

This isn't a course. It's not a lecture series. It's a build session.

Over 4 weeks, in a small group of 8–10 consultants, you'll:

  • Map your practice's operating system
  • Build each CoS service using AI tools you already have (or can get free)
  • See what's working in other consultants' practices — live
  • Leave with everything running, not just learned
The Framework

10 Services Your Chief of Staff Handles

#ServiceWhat It Does
01Weekly Business Development RhythmPrioritized outreach list every Monday — never miss a follow-up
02Referral Tracking & OutreachWarm relationships stay warm. Ask sequences run on a rhythm.
03Proposal Drafting & Pipeline ManagementTurn a brief into a polished proposal in under 30 minutes
04Client OnboardingContract to kickoff — consistent, professional, every time
05Testimonial & Case Study CaptureTurn every engagement into a proof asset
06Inbox TriagePrioritized, drafted, organized — not just archived
07Meeting Prep & Follow-UpBrief before, summary after. Every meeting, automatically.
08Content & LinkedIn SchedulingStay visible without staring at a blank page
09Quarterly Practice ReviewRevenue, pipeline, capacity — reviewed on a consistent rhythm
10Admin SOPs & DocumentationYour practice, written down, running even when you're not
How It Works

4 sessions × 4 weeks × 8–10 seats

Format
Live on Zoom, 90 minutes each session
Structure
Framework teach → live demo → hands-on build → group Q&A
Between sessions
You implement and run. Bring questions back to the group.
Group size
8–10 consultants — small enough for real engagement
Support
Group cohort channel (no private Slack at this tier)

Important: The CoS Cohort is group support only. No 1:1 private Slack at this price point. Group help is affordable — personalization is available at higher tiers. See the pricing comparison below.

What You'll Have After 4 Weeks

A practice that feels staffed — without the overhead.

  • All 10 CoS services configured for your specific practice
  • A weekly operating rhythm that runs without reminders
  • A library of prompts and templates built around your clients, offers, and voice
  • A peer community of consultants who've built the same system
  • A practice that feels staffed — without the overhead
This is for
  • Independent consultants running a $100K–$150K/yr practice
  • Already using AI in some form but without a consistent system
  • Tired of good ideas that never become habits
  • Want to grow without hiring full-time staff
This is NOT for
  • People looking for general AI productivity tips (this is practice-specific)
  • Consultants who want a done-for-you service at this price point (see Full Setup Sprint)
  • Teams or agencies — this is built for solo and independent practitioners
About Pat Ferdig

I'm a partnering consultant and the Founder of ConsultKit. I built my AI Chief of Staff for my own practice first — the system you'll build in this cohort is the one I run every week in my own business.

I've spent the last year building the tools, prompts, and workflows that make this work for solo consultants. The CoS Cohort is how I help you build yours — fast, and without doing it alone.

This founding cohort is built from the live operating system Pat uses in his own consulting practice: weekly business development rhythm, meeting prep, follow-up capture, proposal drafting, and client-delivery support.

The first group is intentionally small so each participant can build against real client work instead of watching a generic course.

Pricing

Reserve your seat.

Full Setup Sprint

2 × half-day 1:1 intensive — full framework, fully configured

$2,500
Office Hours MembershipAlumni only

Monthly group Q&A for cohort alumni — no private Slack

$250/mo
FAQ

Common questions

What tools do I need?

A Claude or ChatGPT subscription ($20/month) is the only hard requirement. Notion or a similar note system is helpful. Everything else is optional. ConsultKit apps complement several CoS services but are not required to participate.

I already use ChatGPT. Is this still for me?

Probably — if you're using it ad hoc but don't have a consistent system. Using ChatGPT when you think of it is different from having a Chief of Staff. Most consultants who use AI casually get about 20% of the potential value. The CoS framework unlocks the other 80%.

Is this a live cohort or a recorded course?

Live. All 4 sessions run live on Zoom. We don't sell recorded access — the value is in the real-time build and group Q&A. Sessions are recorded and shared with cohort members only.

What if I miss a session?

We strongly recommend attending all 4 sessions live. If you miss one, the recording is available to cohort members.

What happens after the cohort?

You have a running Chief of Staff. If you want ongoing support, Office Hours is $250/month — group Q&A, available to past cohort members. Private coaching is available at $250/hour.

Is there a guarantee?

Show up to all 4 sessions and implement the work between calls. If you don't have at least 5 of the 10 CoS services running by the end of week 4, we'll schedule a follow-up private session at no charge.

When does the next cohort start?

Next cohort forming — reserve to hold your seat.

Reserve your seat.

Not sure it’s a fit? Take the 2-min assessment or join the webinar.

Questions? Book a free discovery call or email outreach@getconsultkit.com.