October 2026 · 10 min read · 32 skills, free

Claude Guide for Finding Clients: 32 Claude Skills

Winning clients is a part-time job done between delivery days. These 32 skills follow it in order: keep the pipeline full, go back to past clients and referrers, work your warm network, sharpen your positioning and your proof, then qualify, run discovery and write the proposal.

01What these skills are

Winning work, from your warm network to the signed proposal, as installable Claude skills

This is Claude for the part of the job nobody schedules: finding the next client while you are busy delivering for this one. Not a lead-generation machine — the research, the preparation and the first drafts behind the conversations you have yourself, in the order they actually happen.

The skills follow the work in eight steps, warm before cold at every one, and each step hands a named artifact to the next. New accounts open only on a real public trigger.

The red line: Claude researches, prepares and drafts from your real work and real clients. You choose who to talk to, put it in your own words and send it yourself. Nothing is invented, automated or sent for you.

Every fact about a person or an organisation comes from a public source, linked, or from your own records. Every number is yours. And nothing here grades, ranks or scores people.

Legal, contract, tax, referral fee and data protection points come back marked “check with a qualified adviser”, never as advice. Where a method is a named one, such as MEDDICC or LAER, the skill says so.

Each skill is one artifact or one named method, with a fixed output template and the next skill to run. Where a skill fits a Claude surface, such as a Project or a spreadsheet, it says so.

The 32 are grouped into the eight steps, and each one gives full value on its own.

Download all 32 skills

One zip: ready-to-install skill zips, readable SKILL.md files, and the sources behind every method. Free, no signup. The same 32 skills live in our open repo, if you would rather read them before you install them.

Download the zip Browse on GitHub

Install in Claude Code

Two lines, and every skill in the pack loads at once.

/plugin marketplace add polar-bear-org/claude-skills
/plugin install finding-clients-pack@polar-bear-skills

Using Claude on the web instead? Download the zip above and upload each skill from its install folder under Customize → Skills.

02The catalog

The 32 skills you get

The set follows winning work, in eight steps: keeping the pipeline full while you deliver, past clients and referrals, your network and warm introductions, positioning and offer, proof as case studies and credentials, new accounts on a real trigger, qualification and discovery — then proposals, price and the yes.

1 · Keep the pipeline full while you deliver

Business Development Plan

Use when: One month is full, the next is empty
Output: 90-day goal from your numbers, warm-first channel mix, weekly actions you control, what you stop

Weekly Business Development Hour

Use when: Selling stops whenever delivery peaks
Output: Fixed agenda, follow-ups due, warm signals, people to reconnect with, one conversation to book

Pipeline Review

Use when: The pipeline looks full but nothing has moved
Output: Stages defined by buyer actions, dated next steps, stale deals named, gap to goal

Win/Loss Review

Use when: You lost and heard only “we went another way”
Output: Expected versus actual per deal, what to keep and change, questions for the client

2 · Past clients and referrals

Past Client Reconnect List

Use when: You have not spoken to your best past clients in a year
Output: Past clients and moved contacts, what changed, a reason to write, a short run you pick

Key Account Plan

Use when: A client you rely on could leave with one message
Output: Client goals in their words, buying roles, relationship gaps, further work that fits, 90 days

Referral Request

Use when: Asking for referrals feels needy, so you never ask
Output: Who to ask and when, the specific introduction, your words, an easy no, the thank-you

Referral Partner Plan

Use when: Referrals stop when client projects stop
Output: Complementary firms, what you give first, an introduction protocol, a quarterly check-in

3 · Your network and warm introductions

Writing Voice Guide

Use when: Everything Claude drafts sounds like everyone else
Output: Your voice from your own messages, an AI-tell checklist, a before and after

Warm Network Map

Use when: Years of connections, no idea who to talk to
Output: A brief, your own connections export, closeness you set, fit you judge, a run of about 10

Reconnect Message

Use when: You only get in touch when you need work
Output: A useful reason to write, sourced talking points, your draft checked for grammar only

Warm Introduction Request

Use when: Someone you know knows the person you need
Output: The ask, a forwardable blurb, the double opt-in check, the close-the-loop note

Event Networking Plan

Use when: You collect cards and nothing comes of it
Output: Events chosen against your brief, one useful thing per conversation, follow-ups, a log

4 · Positioning and offer

Ideal Client Profile

Use when: You say yes to every client at any price
Output: Situation and trigger, the job they hire you for, who decides, red flags

Positioning Statement

Use when: Nobody can repeat what you do
Output: Alternatives including AI, your capabilities, value, who cares most, category, one line

Productized Service Offer

Use when: Every sale is a custom quote compared with AI
Output: Outcome, fixed scope, timeline, client tasks, exclusions, price from your numbers

AI Use Statement

Use when: A client asks whether you use AI
Output: How you use AI, where a person decides, data handling, one line for proposals

5 · Proof: case studies and credentials

Case Study Interview

Use when: Your best work has nothing written to show
Output: One question at a time, a source file, results with base and period, a quote with permission

Credentials Deck

Use when: You need a short “who we are” deck
Output: 6 to 10 slides, cases matched to this prospect, how you work, next step

6 · New accounts on a real trigger

Target Account List

Use when: Referrals slowed and you will not buy a list
Output: Organisations that fit your brief, the trigger to watch, the warm path, the ones to drop

Account Research Brief

Use when: You have a meeting and twenty minutes
Output: Sourced facts, recent triggers, problems as hypotheses, unknowns stated

Trigger Outreach Email

Use when: You must write to a stranger without spamming
Output: One person, one public trigger, why you and why now, a small ask, one follow-up

7 · Qualify and discover

Deal Qualification Checklist

Use when: Prospects book calls and never buy
Output: Each element known, assumed or unknown, questions to ask, go or walk away

Discovery Call Guide

Use when: Your calls collect facts and build no case
Output: Agreed agenda, questions for this prospect, the cost of doing nothing, the next step

Discovery Call Recap

Use when: You are about to write a proposal from memory
Output: Problem and cost in their words, decision process, open questions, next step

Bid/No-Bid Decision

Use when: A request for proposal lands and fear writes it
Output: Is it real, can we win, is it worth it, gates, cost of writing, your go or no-go

8 · Proposals, price and the yes

Consulting Proposal

Use when: Proposals sit unanswered, then a polite no
Output: Their situation, the diagnosis, approach by phase, relevant experience, options, next step

Pricing Options

Use when: You discount before anyone asks
Output: One to three real options, prices from your numbers, the value in their numbers

Proposal Deck

Use when: The buyer needs a deck for their boss
Output: Ghost deck with action titles, summary first, a read from the client's chair

Proposal Follow-Up Plan

Use when: The proposal went out and the client went silent
Output: Walk-through booked, shared next steps, two useful follow-ups, an easy no

Objection Response

Use when: “AI could do this, why are you charging so much?”
Output: The concern under the objection, an exploring question, a reply from real proof

03How to use it

Pick the workflow that matches your week

Start with the Business Development Plan and the Writing Voice Guide. After that, bring the thing that is in front of you. Each skill names the next one to run.

Keep the pipeline full

You are busy delivering and the selling has no slot.

Business Development Plan
Weekly Business Development Hour
Pipeline Review
Win/Loss Review

Go back to past clients

A past client just changed jobs, or you have lost touch.

Past Client Reconnect List
Key Account Plan
Referral Request
Referral Partner Plan

Work your warm network

You want to write to people you know, with a reason that is not a pitch.

Writing Voice Guide
Warm Network Map
Reconnect Message
Warm Introduction Request

Sharpen the offer

A contact needs a line they can repeat, and a client asks whether you use AI.

Ideal Client Profile
Positioning Statement
Productized Service Offer
AI Use Statement

Build the proof

Before anything goes in front of a prospect.

Case Study Interview
Case Study One-Pager
Credentials Deck

Open a new account

Only on a real public trigger.

Target Account List
Account Research Brief
Trigger Outreach Email

From call to yes

A discovery call on Thursday, or a request for proposal in the inbox.

Deal Qualification Checklist
Discovery Call Guide
Discovery Call Recap
Bid/No-Bid Decision
Consulting Proposal
Pricing Options

04Setup guide

Install it in five minutes

In Claude Code · two lines

/plugin marketplace add polar-bear-org/claude-skills
/plugin install finding-clients-pack@polar-bear-skills

In Claude.ai or Claude Desktop · seven clicks

Download the pack, then open Settings
Unzip the pack: its skills folder holds all 32 skills. In Claude, click your name at the bottom left, then Settings.
Download the zip
Open Skills and click Add
Under Customize, choose Skills. Click Add, then Upload a skill.
Drop in a skill file
Drag the skill's file into the box, or click to browse. You can add several at once.
Pick the skill from the pack
In the pack folder, open skills, then the skill you want, and select its SKILL.md — win-business-development-plan is a good first one.
Check the preview and upload
Claude shows the skill's name and what it does. Click Upload.
Make sure it is switched on
The skill opens on its own page. Its toggle should be on.
Try it in a new chat
Type / and the skill's name, then say what you need.

Then try one

Run win-business-development-plan with my own numbers and the hours I really have: [paste them here]

Run win-past-client-list on my past clients: [paste the list here]

Run win-discovery-call-guide for my call with [client]. What I know so far: [paste it here]

Keep client names and anything commercially sensitive out of Claude memory.

Lantern for finding clients

Turn the work you did for one client into posts the next one sees

Lantern drafts a week of posts from your notes and call transcripts, in your voice. You review them and publish the ones you like.

100 free credits, about ten posts. No card needed.

Try for free

05Quick reference

Where to start

Your situation	Skill to run
You need a 90-day goal and weekly actions you can keep?	Business Development Plan
Selling stops whenever delivery peaks?	Weekly Business Development Hour
The pipeline looks full but nothing is moving?	Pipeline Review
You have not spoken to your best past clients in a year?	Past Client Reconnect List
Asking for a referral feels needy, so you never ask?	Referral Request
Everything Claude drafts sounds like everyone else?	Writing Voice Guide
Years of connections and no idea who to talk to?	Warm Network Map
Nobody can repeat what you do?	Positioning Statement
Your best work has nothing written to show?	Case Study Interview
You have a meeting and twenty minutes to prepare?	Account Research Brief
Prospects book calls and never buy?	Deal Qualification Checklist
A proposal is due?	Consulting Proposal
The proposal went out and the client went silent?	Proposal Follow-Up Plan

06Standards

The quality bar

Every skill in the pack holds the same standard:

Every fact about a person or organisation comes from a public source, linked, or from your own records; what has no source is dropped or marked unknown
Every number is yours: goals, prices, results and costs come from your inputs or stay as bracketed placeholders
Nothing grades, ranks or scores people. Organisations and deals are compared against your brief; closeness and fit are set by you
Warm before cold: past clients, referrers and your network come first, and cold outreach is one person on one real trigger
Legal, contract, tax, referral fee and data protection points are marked “check with a qualified adviser”
The red line: Claude researches, prepares and drafts from your real work and real clients; you choose who to talk to, put it in your own words and send it yourself. Nothing is invented, automated or sent for you

07FAQ

Questions people ask

What is in the Claude Guide for Finding Clients pack?

32 Claude skills that follow winning work in eight steps, warm before cold: the pipeline, past clients and referrals, your network, positioning, proof, new accounts, discovery, and the proposal. Each skill is one artifact or one named method.

How do I install these Claude skills?

In Claude Code, two lines install all 32 at once. In Claude.ai or Claude Desktop, download the zip, open Settings, Skills, Add, and upload the skills you want. Either way it takes about five minutes.

Do I need Claude Code to use them?

No. The skills work in Claude.ai, Claude Desktop and Claude Code. In the app you upload them yourself; in Claude Code one command installs the whole pack.

Do the skills work with ChatGPT or other assistants?

They are built as Claude Skills, and installing them is a Claude feature. Each one is a plain Markdown file, so you can read it and reuse the method elsewhere, but it will not load and trigger by itself outside Claude.

Will Claude send messages or do the outreach for me?

No. Claude researches, prepares and drafts from your real work and real clients. You choose who to talk to, put it in your own words and send it yourself. Nothing is invented, automated or sent for you.

Is the pack free?

Yes. It is free to use inside your company and in client work, and not for resale. There is no signup: the download and the install command are on this page.

08Who made this

Lantern, by Polar Bear

These skills were written by Polar Bear, a people ops consultancy that runs its own company on Claude. The pack is free, and the same skills are open on GitHub.

Lantern is Polar Bear's content workspace. It turns your notes, documents and call transcripts into drafts for LinkedIn and other networks. You review them and publish the ones you like.