Project status lives in people's heads. And leaves with them.
In consulting, planning and agency work the value sits in people and in what they know about clients and projects. That is exactly what is written down nowhere.
Six places where we almost always find something in consulting and professional services.
No survey, no study. These are the workflows we ask about in the first conversation, because they are usually there in this kind of business.
Project progress only in someone's head
Whoever wants to know where a project stands asks the project lead. She stops her work and answers.
Handover on departure costs weeks
When someone leaves, the client history leaves too. The successor starts from zero, in front of the client.
Every proposal written from scratch
There have been dozens of similar projects. None of them can be found, so it gets written again.
Client history spread across four tools
Mail, CRM, project folder, meeting notes. Before every meeting somebody collects it.
Hours reconstructed after the fact
At month end nobody remembers exactly. What is missing gets estimated and not billed.
Client reports cost you Friday
Pull figures, format, comment. Every week, for every client.
Four workflows that carry fastest in this setting.
We do not build all four at once. We start with one, make it measurably better, and only then comes the next.
Project status without a reporting round
Budget, risks and milestones for every project, current every day and readable for management.
Proposals built on your own history
The draft knows your earlier projects, your prices and your format. You review instead of writing.
Client memory
Before every meeting: full history, open topics, last commitments. Automatically, without anyone collecting it.
Handover when someone leaves
When a person leaves, the client knowledge is already captured. The successor reads instead of asking.
How you notice that it works.
- The question "where does that project stand" stops being asked.
- A resignation costs you capacity, not the client knowledge.
- The first draft of a proposal exists while you are still in the meeting.
Client memory works fastest. It needs no process change, and the effect shows from the first meeting.
Four ways in, translated to consulting work.
You can start at any of the four. Including straight at the retainer, if you already know what you want.
The Toolbox
Templates for proposals, status reports and minutes. Usable directly in your own chat tool.
What is in the ToolboxValue for two hours of your time
We take a proposal you have to write anyway. You leave with the finished draft and the method.
How the two hours workOne less process
Usually client memory or project status. Both use data that already sits in your systems.
How the price comes aboutThe AI Builder, the monthly retainer
We keep the workflows running as clients, project types and tools change. And in your business they change constantly.
What the retainer covers