PTENES
TRACK 5

💼 AI Consulting Skills

Three skills that turn Claude into a AI consultant ready to deliver: the package that kicks off a project with the client and produces the AI Readiness Report, the auditor that evaluates a site for SEO e visibility in AI search, and the architect who chooses the the right RAG architecture before you write a single line of code.

Client describes the problem Onboarding SEO + AEO RAG Architect Deliverables reports + code
3
Modules
18
Topics
~2h
Duration
Advanced
Level

Learning path map

Detailed content

5.1 ~40 min

💻 Onboarding + Audit Report

The pair of skills that opens a consulting project: generates the complete client onboarding package and turns your audit notes into a professional AI Readiness Report.

What it is:

A standardized package—scope agreement, questionnaire, access checklist, and timeline—that every new project needs before the first line of work.

Why learn:

It's the consultant's most repetitive deliverable. Automating it frees up hours per client and creates a professional first impression.

Key concepts:

Scope, stakeholders, access, expectations, timeline—the five pillars of any kickoff.

What it is:

The artifacts the skill produces: welcome doc, discovery questionnaire, list of credentials to collect, and week 1 plan.

Why learn:

Understanding each artifact lets you adapt it to your niche without reinventing the structure.

Key concepts:

Template, placeholder, client variable, generated document.

What it is:

The second skill takes raw audit notes and builds an AI readiness report with a score, findings, and a roadmap.

Why learn:

It's the deliverable that justifies the value of the consulting work — it turns observation into actionable recommendations.

Key concepts:

Readiness score, finding, impact, effort, prioritized roadmap.

What it is:

The dimensions assessed: data, processes, team, infrastructure, and use cases that can be prioritized.

Why learn:

Gives you a reusable framework for any company, instead of a standalone opinion.

Key concepts:

Data maturity, automation, leverage, quick win.

What it is:

Onboarding kicks off the project and gathers context; the Audit Report completes the diagnosis. The output of one becomes the input for the other.

Why learn:

Chained skills make up a complete consulting product, not two standalone utilities.

Key concepts:

Chaining, handoff, shared context, productization.

What it is:

Write a SKILL.md that generates the package and report with your branding, your fields, and your tone.

Why learn:

The generic skill is the starting point; what sets it apart is its specialization.

Key concepts:

Frontmatter, triggers, versioned template, references/.

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5.2 ~45 min

📊 SEO + AI Search Auditor

A skill that audits any site for traditional SEO AND visibility in AI search (AEO) in one pass — robots.txt, llms.txt, schema, Core Web Vitals, and a prioritized action plan.

What it is:

SEO targets Google; AEO (Answer Engine Optimization) targets ChatGPT, Perplexity, and Gemini. The skill does both at the same time.

Why learn:

Most tools ignore one of the sides. Covering both is the market differentiator.

Key concepts:

SEO, AEO, answer engine, AI citation.

What it is:

Checking which AI crawlers (GPTBot, ClaudeBot, PerplexityBot) the site is unknowingly blocking.

Why learn:

One wrong rule in robots.txt and you never appear in AI answers — it’s the costliest and most common mistake.

Key concepts:

User-agent, Disallow, AI crawler, high priority.

What it is:

A machine-readable file that tells AIs where your authoritative content lives. The skill generates llms.txt e llms-full.txt ready.

Why learn:

It's the highest-impact AEO action that most sites still haven't taken.

Key concepts:

llms.txt, llms-full.txt, authority, deploy.

What it is:

JSON-LD (FAQPage, Organization, Article) and the answer-block method—question in the H2, direct answer right below.

Why learn:

Structure is what enables AI to confidently extract and cite your content.

Key concepts:

JSON-LD, FAQPage, answer block, inverted pyramid.

What it is:

The sequence the skill runs: finds core files, checks bots, detects the schema, and generates a prioritized report.

Why learn:

Understanding the workflow lets you trust the result and extend it (parallel competitor analysis).

Key concepts:

web_fetch, subagents, quick win, prioritized plan.

What it is:

The structure of the actual skill: SKILL.md with the playbook, audit.sh, an llms.txt generator, and three reference guides.

Why learn:

Shows progressive disclosure in practice: SKILL.md stays concise and delegates to the references.

Key concepts:

scripts/, references/, decision tree, progressive disclosure.

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5.3 ~50 min

🚀 RAG Architect

The skill that looks at your data, chooses among four RAG architectures, and explains why—before you write a line. It delivers a plan and runnable starter code, not stubs.

What it is:

The core idea: treating all data the same (“chunk, embed, search”) fails when the data gets complex. The architecture depends on the data.

Why learn:

Choosing the wrong architecture is the #1 cause of RAG retrieving the wrong information.

Key concepts:

RAG, retrieval, chunk, embedding, data-driven architecture.

What it is:

It’s for anyone connecting data to an LLM—you don’t even need to know what RAG means. You describe the data; the skill decides.

Why learn:

Positions the skill as a consulting tool: the client talks business, it talks architecture.

Key concepts:

Data signals, cardinality, scale, query pattern.

What it is:

Naive (simple data), Advanced (hybrid search + exact codes), Modular/Agentic (multi-source with a router), and Graph (relationships between entities).

Why learn:

Knowing all four and their triggers is the heart of the architecture decision.

Key concepts:

Hybrid search, query router, separate indexes, knowledge graph.

What it is:

Chunk size justified by the architecture, embedding model, vector database choice, and retrieval method.

Why learn:

Magic numbers (chunk, top-k) are only useful if you know why they’re there and how to adjust them.

Key concepts:

Chunk size, overlap, top-k, reranking, pgvector.

What it is:

The skill generates ingest.ts, query.ts, config.ts with complete SQL migrations and a README that serves as a setup guide.

Why learn:

Code that runs on the first try is what separates a useful skill from a boilerplate generator.

Key concepts:

Scaffold, migrations, no stub, stack awareness.

What it is:

Write a SKILL.md that guides the 5 phases — understand the data, recommend, plan, scaffold, build — with the four architectures as knowledge.

Why learn:

It's the most advanced example in the learning path: a skill that makes engineering judgments, not just generates text.

Key concepts:

Phased workflow, justified recommendation, companion build.

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