Consultant Pack

Lead Scoring

Score a prospect 1-10 across fit, intent, accessibility, and deal size to prioritize outreach and pipeline focus.

RFI/RFP Response

Respond to an RFI or RFP by mapping requirements to firm capabilities with professional, structured, section-by-section coverage.

Kickoff Email

Draft a client kickoff email — welcome, scope confirmation, team introduction, client requirements, first milestone date, and professional tone-setting.

SOW Generator

Generate a professional Statement of Work from engagement details — scope, deliverables, timeline, pricing, terms.

Meeting Agenda Builder

Create a structured meeting agenda with objectives, talking points, questions, materials, and time allocations from context.

Technical Memo

Write a structured technical or research memo with executive summary, analysis, findings, and cited recommendations.

Client Transition Document

Create a comprehensive handover document so the client can continue without you — covering completed work, open items, access details, and maintenance instructions.

Client Findings Report

Write a structured client findings report with executive summary, methodology, numbered findings with evidence, impact assessment, and recommendations.

Proposal Review

Review a proposal or SOW before it goes to the prospect — checking pricing, scope clarity, risk allocation, competitive positioning, and win probability.

Scope Estimator

Estimate engagement scope from a client conversation or brief — phases, hours, risks, assumptions, and confidence levels.

Case Study Slide

Create a compelling case study from a past engagement — situation, approach, results, client quote — in single-page or 2-3 slide format.

Client Dashboard (Apps Script)

Build a Google Apps Script web app dashboard for a client — pulling from Sheets data, with KPI cards, charts, tables, and sidebar integration.

Prospect Profile Builder

Build a comprehensive prospect profile from a name and company, assessing fit, pain points, and decision-making authority.

Referral Tracker

Track referral sources, log outcomes, manage thank-yous, and produce monthly referral pipeline health summaries.

Revenue Forecast

Forecast consulting revenue from pipeline data using stage-weighted probabilities, comparing projections to targets.

Engagement Letter Drafter

Draft a formal engagement letter covering scope, fees, timeline, confidentiality, and termination — lighter than a full SOW.

Executive Summary Writer

Distill a longer deliverable into a 1-2 page executive summary with key findings, recommendations, and next steps — CFO-readable.

Win/Loss Analysis

Post-mortem on closed deals — what worked, what failed, competitor intel, and lessons to improve future win rates.

Automation Builder

Build a custom automation for a client — data pipelines, scheduled reports, alert systems, or workflow triggers using Apps Script, Python, or shell scripts.

Deal Stage Tracker

Track deals through pipeline stages from prospect to close, logging transitions, dates, notes, and next actions.

Deliverable Review

Review a deliverable before it goes to the client — checking accuracy, completeness, formatting, tone, and client-readiness with line-level feedback.

Document Request Checklist

Generate a customized client document request list — NDAs, data exports, access credentials, org charts, and prior work needed to start the engagement.

Engagement Tracker

Track all active engagements in one view — client, scope, milestones, percent complete, next deliverable, hours vs budget, and blockers.

Interactive HTML Report

Build an interactive HTML report with charts, tables, and expand/collapse sections — suitable for client-facing deliverables or leave-behind dashboards.

LinkedIn Deep Dive

Perform deep analysis of a LinkedIn profile — posts, engagement patterns, interests, and connections — for meeting prep or SDR briefing.

Pitch Deck Builder

Build a pitch deck from firm capabilities and prospect context — covering problem, approach, experience, team, pricing, and next steps.

Pricing Calculator

Calculate engagement pricing across hourly, fixed, retainer, and blended models — presenting options with margin analysis.

Prospect Deep Dive

Pre-meeting research package — company overview, financials, key people, industry trends, pain points, and conversation starters.

Cold Outreach Drafter

Write personalized cold outreach messages using AIDA or PAS frameworks, leading with value and closing with a soft CTA.

LinkedIn Image Card

Create an HTML visual card for LinkedIn image posts — clean design, hero stat or quote, brand colors, screenshot-ready layout.

Scope Change Notice

Draft a formal scope change notice — what changed, why, impact on timeline and cost, options, and recommendation. Gets ahead of scope creep professionally.

Status Update Draft

Draft a client status update — progress, completed items, in-progress work, blockers, next steps, and timeline check. Short and scannable.

Workpaper Formatter

Format raw analysis into audit-ready workpapers with standard sections, cross-references, and sign-off blocks.

Build-in-Public Post

Document the consulting journey publicly — what you're building, learning, and struggling with. Authentic process content that builds trust and attracts clients.

Competitive Analysis

Analyze competitors for a client engagement — services, pricing, positioning, strengths/weaknesses — with a comparison matrix.

Intake Questionnaire

Generate a client intake questionnaire customized by engagement type — collecting company background, systems, team, pain points, goals, timeline, budget, and access needs.

Scope Creep Detector

Analyze an engagement for scope creep signals — compare current work against the original SOW, flag out-of-scope requests, timeline drift, and budget overrun.

Daily Contact Sourcer

Find and qualify 2 new outreach contacts daily, rotating across target categories with dedup and personalized hooks.

Post-Meeting Follow-Up

Draft professional post-meeting follow-up emails summarizing discussion, agreed next steps, and attached materials.

Thought Leadership Post

Write a LinkedIn thought leadership post following the Ruben Hassid playbook — hook, Unicode bold, one idea per line, contrarian or FOMO opener.