Consulting Client Advisory Kit

About this kit

Advisory work is judged on clarity. This kit standardizes the artifacts clients associate with a serious practice: a discovery questionnaire, a structured proposal outline, a kickoff agenda that aligns everyone, regular status updates, and a closing brief that makes your impact easy to describe.

What is included

Why owners use it

• Qualify engagements properly before writing a proposal
• Present recommendations in a structure clients can act on
• Keep stakeholders aligned with predictable status updates
• Close engagements with a summary that supports renewals

When you would reach for it

• A prospect wants to talk next week and discovery needs structure
• A proposal is due and the outline should be consistent every time
• A project kickoff needs an agenda that sets scope and cadence
• An engagement is ending and results should be documented