Consulting / advisory
Client work, proposals, retention, thought leadership.
Project margins · client comms · scope creep
What gets pre-loaded
preferenceimportance 8/10 Engagement pricing — value-based, not hourly
Always price engagements as a fixed-fee outcome, not hourly. If a prospect insists on hourly, decline politely.
preferenceimportance 7/10 Communication — async-first, weekly sync
Default cadence with clients is async (Slack, Loom, written briefs) plus a single weekly 30-minute sync. Avoid ad-hoc calls.
lessonimportance 8/10 Renewal window — 30 days before end of engagement
Surface a renewal-conversation watch item 30 days before any engagement ends. Last-minute renewals lose 40% of the time.
Sample signal seeded on day 1
Sample internal signal — proposal due
A proposal for a new client is due Friday. The desk should draft a one-page scope summary based on prior similar engagements.
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Pick this template at signup and your workspace lands with the brand voice, decision rules, and red-flag lessons above already taught — so the first cycle has substance. You can edit or delete every entry later. None of it is permanent.
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