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How to use Velocity IQ

You’ve downloaded the skill. Here’s how to get it running and producing deliverables — start to first output in under ten minutes.

Velocity IQ BG image Velocity IQ claude skill
Step 1

Install the skill

Velocity IQ runs anywhere Claude reads skills. Pick the path that matches how you use Claude.

On Claude.ai (web or desktop app)

  • Open Settings → Capabilities → Skills
  • Choose Upload skill and select the unzipped Velocity IQ folder
  • Confirm it appears in your skills list and is toggled on

In Claude Code or Cowork

  • Move the unzipped Velocity IQ folder into your skills directory (~/.claude/skills/ for personal use, or your project’s .claude/skills/ folder to share it with a team)
  • Start or restart your session
  • Claude detects the skill automatically — no upload step

Either way, installation is one-time. Once it’s in, it stays.

Step 2

Run Phase 1: Research

Start a new conversation and give Claude the client’s name and website. That’s the entire input.

Run Velocity IQ on [Client Name], [website URL].

Phase 1 runs its research agents in parallel and returns three deliverables:

  • A pre-call brief with the key findings
  • A tailored discussion questionnaire for the meeting
  • A Phase 1 findings summary

Read the brief before your call. Bring the questionnaire into the room.

Step 3

Hold the meeting

Run your client conversation as you normally would. Use the questionnaire to steer it. Record or transcribe the call — you’ll need the transcript for Phase 2. Any transcription tool works; most video platforms export one automatically.

Step 4

Run Phase 2: Synthesis

Back in the same conversation, paste the transcript and tell Claude to run Phase 2.

Here’s the transcript. Run Phase 2.

Velocity IQ reconciles everything it found before the meeting with what actually happened in the room, builds the strategic picture, and renders it in your brand. Then choose what you need:

Deliverable Use it when
Executive proposalYou’re ready to pitch scope and price
Full strategic reportThe client wants depth and rationale
Presentation deckYou’re walking them through it live
Snapshot (1–2 pages)You need something fast and skimmable
Internal playbookYou’re briefing your own team
Sales intelligence briefYou’re qualifying or prioritizing the account

Ask for one, several, or all of them. Each is built from the same reconciled picture, so they stay consistent.

Step 5

Make it yours

Once you’ve seen a real output, open the three config files. They control your agency’s voice, your services, and how deliverables are framed. Edit them, reinstall, and every future run reflects how your agency actually works.

This is also where most agencies stop and reach out. If you want it tuned beyond what the config files cover — your methodology, your specific service mix, your deliverable templates — that’s the conversation we’d love to have.