pm-consulting

Write a client case study that sells future work — challenge, approach, results. Use when asked to write a case study, a client success story, a project write-up, or a portfolio case for consulting/agency work. Produces a results-led case study — the client & challenge, your approach, quantified outcomes, a client quote slot, and a takeaway — structured to win the next client. Ready to export as a designed PDF.

Run a consulting client discovery session — uncover the real problem, scope, and decision process. Use when asked to prepare for a client discovery call, qualify a consulting lead, scope an engagement, or run a kickoff. Produces a discovery plan — the questions that surface the real problem (not the stated one), budget/authority/timeline qualifiers, success criteria, red flags, and a follow-up that leads to a proposal.

Write a consulting proposal that wins the engagement — outcomes over hours. Use when asked to write a consulting proposal, a project proposal, a pitch for a client engagement, or to respond to an RFP. Produces a proposal — the client's problem in their words, your approach & deliverables, outcomes/value, timeline & phases, investment with options, and why-you — framed around results, not a task list. Ready to export as a designed PDF.

Run a close-out retrospective on a client engagement — capture lessons, results, and the renewal/referral path. Use when asked to wrap up a client project, run an engagement retro, write a project close-out, or plan the follow-on. Produces a close-out — outcomes vs. goals, what worked / what didn't, profitability/scope reality, a reusable lessons log, and the next-engagement or referral ask.

Build a consulting/freelance rate card and pricing structure — and the floor rate to not go broke. Use when asked to set freelance/consulting rates, build a rate card, decide what to charge, package services, or move off hourly billing. Produces a rate card — your minimum viable rate (from real targets), tiered packages, pricing models (hourly/day/project/retainer/value), and how to present and defend it.

Write a tight Statement of Work (SOW) that prevents scope creep and payment disputes. Use when asked to write a SOW, a scope of work, a project agreement, or to formalise what was agreed after a proposal. Produces an SOW — scope (and explicit exclusions), deliverables with acceptance criteria, timeline & milestones, payment schedule, assumptions, change-control, and terms. The contract layer after the proposal sells.