Delivery guide
A practical operating rhythm for intake, discovery, notes, follow-up, proposals, QA, and project closeout.
Digital product
Run client delivery with fewer dropped balls.
The Consultant AI Delivery Kit gives solo consultants, fractional operators, and small agencies practical templates for intake, discovery, notes, action items, proposals, follow-up, and QA.
Consultant AI Delivery Kit$29
- guide/Consultant-AI-Delivery-Guide.md
- templates/client-intake-questionnaire.md
- templates/discovery-call-prep.md
- templates/meeting-notes-to-actions.md
- templates/proposal-skeleton.md
- templates/deliverable-qa-checklist.md
- checklists/client-safe-ai-usage.md
- bonus/AI-Prompt-Pack.md
17 filesguide, templates, checklists, examples
Delivery firstbuilt for the work after a client says yes
Tool agnosticadapt it to docs, spreadsheets, or AI workspaces
Human reviewedAI helps organize work; judgment stays with you
The problem
Client work gets messy when delivery lives in scattered notes.
Many consultants do not need another marketing prompt pack. They need a repeatable way to capture client context, clarify scope, follow up after calls, and check deliverables before they go out.
- Intake questions change from client to client.
- Call notes do not reliably become action items.
- Proposal assumptions stay implicit until they create friction.
- AI drafts can sound polished while missing important context.
What is included
A practical workflow pack for consulting delivery ops.
The kit is Markdown and CSV first, so it can live in your project folder, document workspace, notes system, or AI project.
Client intake
A questionnaire for capturing context, outcomes, constraints, stakeholders, and sensitive-data boundaries.
Discovery prep
A worksheet for turning intake answers into assumptions, questions, scope boundaries, and risks.
Notes to actions
A workflow for extracting decisions, owners, dates, open questions, risks, and proposal inputs after calls.
Proposal skeleton
A clear structure for context, problem, approach, scope, out of scope, deliverables, assumptions, and next steps.
Client-safe AI checklist
Plain-English guardrails for using AI around client information without losing professional judgment.
QA checklist
A pre-send review for deliverables, assumptions, unsupported claims, sensitive details, and next steps.
Prompt pack
Tool-agnostic prompts for discovery questions, follow-up, proposal review, deliverable QA, and open loops.
How it works
Standardize the client work without pretending AI owns it.
The kit helps AI support the delivery process: organize notes, surface missing details, draft follow-ups, review proposals, and flag deliverable risks before a client sees the work.
Get the Delivery Kit- Capture client context and sensitive-data boundaries before discovery.
- Prepare sharper questions and scope boundaries before the call.
- Turn meeting notes into decisions, action items, and proposal inputs.
- Draft scope, assumptions, exclusions, and next steps more consistently.
- Run QA before client-facing deliverables leave your desk.
FAQ
Practical answers before you buy.
Is this a client acquisition kit?
No. This kit focuses on delivery after a prospect or client is already in motion.
Does it replace consultant expertise?
No. It gives structure for using expertise more consistently. AI outputs should still be reviewed and edited before anything goes to a client.
Is it tied to one AI tool?
No. The templates and prompts are tool-agnostic and can be adapted to the workspace you already use.
Does it include legal contract templates?
No. The proposal skeleton is an operational starting point, not legal advice or a substitute for a client agreement.
Digital product
Make client delivery more repeatable before adding more tools.
The first version is a self-serve Markdown and CSV kit for practical consulting delivery workflows.
Get the Delivery Kit