For consultants and service providers

A working knowledge base kit,and the course that teaches you to build, sell, and deliver with it.

The course is built around the Business Knowledge Base Kit, the same kit you use to build and maintain knowledge bases for paying clients. The course teaches the rest: how to run the paid audit, scope the work, price it, build and test it, and hand it off.

Buy the course See the delivery process

$997 one time. Not a subscription. Affirm payment plans at checkout.
Immediate access. Set your login and every module opens, with the Business Knowledge Base Kit ready to download.
Full refund within 3 days of purchase, no conditions.

90-second course overview

What you will build, sell, and deliver

Every claim cites its source. Select a sentence and the line it cites opens beside the note. See the kit

Feedback from Adam’s training and implementation work, not reviews of this course.

“Zero fluff, all execution.”

Benno SawitzkiAI workflow implementation feedback

“You’re a fantastic teacher!”

Michelle AidenTraining feedback

“You’ve given me the perfect start to it.”

Kerstin ReichertWebinar feedback

What the course is built around

The Business Knowledge Base Kit, the same kit you use on paying clients.

It turns a client’s folder of documents into a knowledge base where every claim cites the document it came from, the viewer flags any sentence that does not, and nothing counts as knowledge until a person approves it. It runs on your own machine, and the client’s files stay there.

Learn on the worked examples, then run the same kit on a real engagement. Nothing to rebuild between practice and client work. When a client asks where an answer came from, you click the sentence and show them the line.

A draft note for Alder & Finch CPAs in the kit viewer. Each sentence has blue dots for the sources it cites; one sentence is selected and a line connects it to row 26 of the cited spreadsheet, open beside the note, showing the same revenue figure. — Each sentence carries a dot for every source it cites, and the viewer marks any sentence that cites nothing. Select one and the exact line it came from opens beside the note. Tap the image to open it full size.

The kit's How it works map: an isometric drawing of its 28 modules, with the Approve a note flow traced in blue and its four steps listed beside it, ending in the approved knowledge folder. — How it works: a map of the kit itself. Here it traces the only path into approved knowledge, and that path needs a person at a terminal. Tap the image to open it full size.

The Drafts page in the kit viewer: eight drafts waiting for review, each with the approve command its reviewer types at a terminal. The page cannot run the command itself. — Drafts wait for a person. The page shows the approve command and cannot run it. Tap the image to open it full size.

Screens from the kit’s own viewer, showing Alder & Finch CPAs, a fictional example client that ships with the kit.

What you download

A read-only viewer that runs on your machine: the screens above
Two fictional example clients to explore before your first real one: Alder & Finch CPAs with 90 documents, and a messier one with 175, including Word files, PDFs and spreadsheets
11 skills for Claude Code, from onboarding a client and running the audit to drafting notes and checking what staff questions find
A 19-chapter guide to every stage of a build, run on the example client with the real output quoted
Imports for Word, PDF, spreadsheet, CSV and HTML files, each converted to plain Markdown with a record of where it came from

What it runs on

A Mac with Homebrew and Node.js 22 or newer. One install command in the terminal sets it up and checks it. The skills run in Claude Code. Windows is not supported in this version.

The knowledge it builds is plain Markdown files, so the client can read, copy and keep them without the kit. The course method itself needs none of the above.

It is a download on your course page, and new releases replace it there. The latest is from October 2026.

Enrollment reopened with the Harbor Ridge engagement.

You finish holding your own knowledge base

Most businesses do not have a prompting problem. They have a context problem. Prompts are temporary. The knowledge base you build on your own material is what keeps working.

So the course builds one. You run a client engagement on Harbor Ridge Mechanical, a commercial HVAC company whose answers have stopped agreeing with each other, from the Module 1 diagnosis to the Module 9 handoff. Its evidence is built, not promised: the engagement runs on 111 artifacts spanning the client's timeline, and you receive the ones each release opens as you register your work. Every module then asks for the same move on your own material, one file at a time, until the practice build is a knowledge base you own.

I cannot show you my clients' files, so I built a company I can show you everything of.

Selling is inside the course, not sold separately. Module 4 puts a fixed-scope audit in front of the build so a prospect can say yes to something small, credited toward the work if they proceed. Module 10 packages it as Audit, Core, and Premium tiers with named outputs and explicit exclusions.

$997 one time. Lifetime access to the version you buy, plus updates while it is offered. The community is a private Slack, asynchronous.

Buy the course

$997 one time. Not a subscription. Affirm payment plans at checkout.
Immediate access. Set your login and every module opens, with the Business Knowledge Base Kit ready to download.
Full refund within 3 days of purchase, no conditions.

From capability to offer

Build the system. Sell the work. Deliver an outcome the client can understand.

The course connects the implementation method to a commercial path. You learn how to frame a context problem before a buyer knows what to call it, give them a bounded first step, and turn the findings into a larger engagement.

Sell the audit

Lead with a paid context audit, not an open-ended free discovery call. Diagnose the failure, deliver a useful report, and create evidence for the implementation.

Scope and position the build

Turn the audit into a bounded engagement: what changes, what the client receives, how the work is tested, and how to explain its value.

Sell continuity

Close with a handoff the client can trust, then offer maintenance for the business context that keeps changing after launch.

You get the sales and positioning framework, offer template, and delivery artifacts. The course does not provide leads or promise clients or revenue.

The problem you get called about

The prompt is not the problem. The context is.

A professional second brain is not just a folder or chatbot. Underneath it is a source-backed knowledge base that is testable, maintainable, and ready to hand over.

A business dumps its meeting notes, old strategy decks, and chat threads into one folder, points an AI at it, and gets fluent answers drawn from a pile nobody curated. Everything ingested, nothing differentiated. Two documents disagree, and the person who knew which one was right left months ago.

What a professional knowledge base is not

A shared drive that grew, rather than a system that was designed
A chatbot bolted onto whatever it could reach
A pile of PDFs nobody opens twice
A vector database, or any software you have to buy and babysit
A documentation project that was finished once and then abandoned

What it actually is

A maintained, source-backed set of structured notes that makes reliable context retrievable by people and by AI.

Maintained: someone owns it, and it changes on purpose
Source-backed: every claim traces to where it came from
Structured: known note types, so an answer is found, not hunted for

Step 1 · Modules 1, 4

Find what the business actually knows.

Not everything it has stored. You diagnose the context failure in writing, for money: the audit is a tripwire offer that stands on its own, not a free discovery call.

You produce, in your own practice build01-audit/context-health-report.md01-audit/audit-report.md

Step 2 · Modules 2, 3, 6

Give the material a shape someone can navigate.

Seven durable note types, plus the spine: the short note that orients everything else and points to the rest. Plain files first, so nothing is locked to a vendor.

You produce, in your own practice build01-audit/architecture-map.md02-working-copy/ (eight files + README)Spine + three populated notes

Step 3 · Module 5

Make every change deliberate, recorded, and reversible.

You draft in a working copy the client is not relying on, and publish on purpose. The changelog tells the story of the build. The access register records who can see and change what.

You produce, in your own practice build02-working-copy/CHANGELOG.md + ACCESS-REGISTER.md

Step 4 · Module 7

Connect it to the tools they already use.

A knowledge base nobody consults is a folder. Activation makes it the first thing the AI reaches for, with written boundaries on what it may answer from.

You produce, in your own practice build03-tests/activation-run.md + activation-boundaries.md

Step 5 · Module 8

Prove the right answer comes from the right note.

Written questions, known answers, known sources. An ungrounded answer sounds exactly like a grounded one, which is why this is a gate and not a nice to have.

You produce, in your own practice build03-tests/retrieval-test-results.md

Step 6 · Modules 9, 10

Hand it over so it keeps working without you.

They get the files, the access register, the changelog, and a maintenance routine they can run. Then you price the maintenance, because context decays whether or not anyone is watching it.

You produce, in your own practice build04-handoff/ packageOFFER.md

Breadth

11 modules, 10 build stages, one project you keep.

Every module opens with a video walkthrough, then a Build This Next block that advances the same practice build, then the written lesson. You pick one small business, project, or fictional client on day one and carry it the whole way.

Context Problems, Not Prompting ProblemsImport the client's documents
The 7 Durable Note Types + The SpineMap the architecture
Provider-Agnostic FoundationsCreate the working scaffold
The Audit as Tripwire OfferProduce the audit report
Working Copy Discipline & Change ControlEstablish change control
Architecture, Population & Source-Backed NotesPopulate source-backed notes
AI Activation & Making It UsefulActivate the build safely
Retrieval Testing & QA (The Non-Negotiable Gate)Test, repair, and prove it
Handoff, Closeout & Ongoing MaintenanceHand off the build
Pricing, Packaging, Sales & PositioningPackage the offer
Technical Implementation: The Shared Knowledge Base

# what YOU build, over 10 stages
01-audit/
  context-health-report.md
  architecture-map.md
  audit-report.md          # the paid tripwire
02-working-copy/
  SPINE.md
  1-snapshot.md ... 7-open-loops.md
  CHANGELOG.md
  ACCESS-REGISTER.md
03-tests/
  activation-boundaries.md
  retrieval-test-results.md   # the gate
04-handoff/
  handoff-package/
OFFER.md                  # what you sell

Your practice build, not a client knowledge base we hand you. You build it yourself, from the blank templates and the method.

What you need

Any Markdown editor: VS Code, Obsidian, Typora, or plain text
Any capable AI tool that can accept files you select
5 to 10 source items for your practice build: synthetic, self-owned, or explicitly permissioned only

The method needs no coding experience, vector database, API keys, custom app, or particular vendor.

The included kit runs on a Mac with Homebrew and Node.js 22 or newer, set up with one install command, and its skills run in Claude Code. Windows is not supported in this version.

Learning and implementation

What people say about learning and building with Adam.

Feedback from Adam’s training sessions, masterclasses, and webinars, not reviews of this course.

Want to say thank you for your masterclass. I have attended it live yesterday and its really amazing to know what one can achieve using the Claude. I have also started using it and at present in the learning phase. Reading your blog on How you built the PDP Forge, and subscribed for the waiting list too on the website. The prompt you have used are totally different as what others are using. The outcome driven prompts help me understand that instead of giving how to code, if I say what user will do on certain step really change the output.
Uttam BhaskarMasterclass feedback
Hey Adam, thank you so much for your brilliant Vibe Marketer webinar yesterday! Very much enjoyed it and loved your hands-on presentation style. After working with ChatGPT for some time, I’ve been meaning to explore Claude Code and you’ve given me the perfect start to it. Would love to connect!
Kerstin ReichertLinkedIn message · Vibe Marketer webinar
Adam’s literally on the bleeding edge of Claude Agent workflows. If you want the latest AI content automation stuff that actually works (not theory), reach out to him. Zero fluff, all execution.
Benno SawitzkiFeedback via X
Hey - just wanted to give you big ups for the claude intro session today. Super helpful, super informative, and super well presented. Bravo sir!
Sean WeasClaude intro session feedback
Hey Adam, that was an awesome session. Love how you kept your composure when everyone including myself was not working!
Daniel ChanSession feedback
Great session today Adam!!! Thanks again for your time. Really cool to finally see Claude Code in action.
Dan CallahanSession feedback
“Adam! Thank you for a great training today. You’re a fantastic teacher!”
Michelle AidenTraining feedback
“Incredible showcase, Adam.”
OhadSession feedback
“Was super helpful, great info”
Dustin CotaSession feedback

You have seen the kit, the six-step method, the 10-stage practice build, and the artifacts you finish holding. The rest of this page is detail.

Buy the course See everything included

$997 one time. Not a subscription. Affirm payment plans at checkout.
Immediate access. Set your login and every module opens, with the Business Knowledge Base Kit ready to download.
Full refund within 3 days of purchase, no conditions.

Fit

Who this is for, and who it is not for.

For you if

You consult, freelance, or run a small services firm, and clients keep asking you about AI
You want a service line with a defensible process behind it, not a one-off experiment
You are willing to do the practice build, not only watch the videos

Not for you if

You want a personal-productivity or note-taking course. This is client delivery work.
You want a tool to do the thinking. The kit drafts and checks; a person approves every note.
You want to be handed a finished knowledge base to resell. You build your own.

Straight answers

The questions you are already asking.

What do I get the moment I pay?: Enrollment is open, and buying opens the modules immediately. Once payment completes, you will get an email to set up your account login. Your member area then holds all 11 modules, the Business Knowledge Base Kit download, the templates, and the invite to the private buyers community, which is only ever shown to signed-in buyers. Inside the course, use the feedback button at the bottom of the screen for lesson questions, account help, payments, or downloads.
What does it cost?: $997, one payment, not a subscription. You get lifetime access to the version you buy, plus updates while it is offered.
What if I buy and it is not for me?: Full refund within 3 days of purchase, no conditions. Email adam@viableedge.com to request one.
Do I need to be technical?: Not for the method. If you can edit a text file and use an AI chat tool, you can do every module. No coding, no vector database, no API keys. The included kit asks a little more: one install command in the Mac terminal, then you work in Claude Code.
What does the Business Knowledge Base Kit run on?: A Mac with Homebrew and Node.js 22 or newer. Windows is not supported in this version. Its skills run in Claude Code, and the client’s documents stay on your machine. The knowledge base it builds is plain Markdown files, so it outlives the tool.
How does enrollment work?: You buy the course and the modules open immediately. There is no form to fill in, no review, and nobody to wait on. Checkout asks for your email first so your receipt and course login have somewhere to go, then hands you to Stripe.
Can I pay in installments?: Yes. Checkout offers Affirm payment plans alongside one-time card payment, so you can split the cost into installments. Affirm shows you the exact plan terms before you commit.
Do I get a finished knowledge base I can hand a client?: No, and that is deliberate. You get the 26 blank templates, the method, the kit with its fictional example clients, and bounded examples, and you build a complete practice knowledge base yourself. A base you did not build is one you cannot maintain or defend.
Are there live sessions?: Yes. Live sessions run every two weeks: a mix of group workshops, Q&A, office hours and case studies. Every session is recorded and added to the course, so nothing is lost if you miss one.
How long does it take?: It is self-paced, and the pace is yours. The work is the 10-stage build; the videos are short.
What if I already do knowledge-base work?: Then the value is the process and the artifacts: the audit as a paid tripwire, change control, the retrieval test suite as a gate, and the handoff package. Module 10 turns all of it into an offer you can price.

Already bought it? Log in to open the course, or use password recovery if you need to set a new password. Questions before you buy? Email adam@viableedge.com.

Enrollment reopened with the Harbor Ridge engagement.

Buy the course and start today.

This course teaches the six-step delivery method above through 11 modules, a learner-owned practice build, and the templates you use to run it. Buying opens all of it immediately.

$997one time

Enrollment runs in intake cohorts of about ten. A cohort is who you learn alongside: people who bought at a similar time, one private Slack channel, and live sessions every two weeks, a mix of group workshops, Q&A, office hours and case studies. Every session is recorded and added to the course. The modules are self-paced: you get every one the moment you buy, nothing starts on a date and nothing expires, and you keep lifetime access to the version you bought plus updates while it is offered.

Lifetime access to the version you buy, plus updates while it is offered. The community is a private Slack, asynchronous between sessions.

Prefer to spread it out? Affirm payment plans are available at checkout.

Full refund within 3 days of purchase, no conditions. Email adam@viableedge.com to request one.

Buy the course

What enrollment includes

10 video modules with English captions, each with the full written lesson underneath
Module 11 as a written lesson, with its video to follow
The Business Knowledge Base Kit: the viewer, two fictional example clients, 11 Claude Code skills, and its 19-chapter guide
The 10-stage practice build you keep, with a progress checklist that remembers where you are
All 26 blank templates, readable and copyable inline, or downloadable as files
Bounded worked examples, a course glossary, and the inline resource library
A private community for buyers
Live sessions every two weeks, recorded and added to the course
Built-in course feedback and customer support
Self-paced access, with lifetime access and updates while the course is offered

See all 26 templates

context-health-check.mdaudit-checklist.mdCHANGELOG-template.mdaccess-register-template.mdactivation-prompt-library.mdretrieval-test-suite.mdspine-template.md1-snapshot.md2-people-contacts.md3-ongoing-conversations.md4-preferences-rules.md5-project-history.md6-decisions-rationale.md7-open-loops.mdactivation-boundaries.mdactivation-run.mdarchitecture-map.mdcontext-health-report.mdcurate.mdgit-quickstart.mdingest.mdmaintenance.mdoffer-template.mdsource-request-email.mdsource-triage.mdworking-copy-readme.md

Every template you use on Harbor Ridge is one you take to a client.