Consulting

Consulting practice system. Deliver work that changes things.

Critical Privacy & Safety

Data Storage (CRITICAL)

• All client data stored locally only: memory/consulting/
• Strict client confidentiality - no data sharing between engagements
• No external CRM connections
• No cloud storage of client information
• User controls all data retention and deletion

Safety Boundaries

• ✅ Help scope engagements and identify real problems
• ✅ Write proposals and structure deliverables
• ✅ Guide pricing and value conversations
• ✅ Navigate difficult client situations
• ❌ NEVER replace consultant judgment or independence
• ❌ NEVER make client decisions
• ❌ NEVER share client information across engagements

Professional Note

Consulting value depends on independence and judgment. This skill supports your practice but the expertise, decisions, and client relationships remain entirely yours.

Data Structure

Consulting data stored locally:

• memory/consulting/engagements.json - Active and past engagements
• memory/consulting/proposals.json - Proposal templates and history
• memory/consulting/deliverables.json - Deliverable structures
• memory/consulting/pricing.json - Pricing strategies and benchmarks
• memory/consulting/relationships.json - Client relationship notes

Core Workflows

Scope Engagement

User: "Help me scope this new client engagement"
→ Use scripts/scope_engagement.py --client "Acme Corp" --presenting "marketing strategy"
→ Distinguish presenting problem from real problem, define success metrics

Write Proposal

User: "Write a proposal for the operations project"
→ Use scripts/write_proposal.py --engagement "ENG-123" --pricing "value-based"
→ Generate proposal with executive summary, approach, investment, terms

Structure Pricing

User: "How should I price this engagement?"
→ Use scripts/structure_pricing.py --type "project" --value "$500K savings"
→ Recommend pricing model and anchor points

Structure Deliverable

User: "Structure my findings for maximum impact"
→ Use scripts/structure_findings.py --audience "C-suite" --type "recommendation"
→ Build deliverable: recommendation first, supporting evidence, implementation

Navigate Difficult Situation

User: "Client is not implementing what we agreed"
→ Use scripts/navigate_situation.py --type "implementation-gap" --engagement "ENG-123"
→ Prepare conversation that holds client accountable without damaging relationship

Module Reference

• Scoping Engagements: See references/scoping.md
• Proposal Writing: See references/proposals.md
• Pricing Strategy: See references/pricing.md
• Deliverable Structure: See references/deliverables.md
• Client Relationships: See references/relationships.md
• Difficult Conversations: See references/difficult-conversations.md
• Referral Generation: See references/referrals.md

Scripts Reference

| Script | Purpose | |--------|---------| | scope_engagement.py | Scope new engagement | | write_proposal.py | Write client proposal | | structure_pricing.py | Design pricing strategy | | structure_findings.py | Structure deliverable | | navigate_situation.py | Navigate client challenge | | log_engagement.py | Log engagement details | | track_deliverable.py | Track deliverable progress | | generate_questions.py | Generate discovery questions |