For Professionals · 18 prompts

The Independent Consultant's Kit

Scope, deliver and report like a much bigger firm.

18 prompts for independent consultants and advisers: discovery, scoping, proposals, workshop design, frameworks, stakeholder interviews, reports, executive summaries and client updates.

What's inside

Every prompt in the PDF, listed by section.

Scope

  1. 01Problem statement
  2. 02Proposal
  3. 03Hypothesis tree
  4. 04Kick-off agenda

Research

  1. 05Stakeholder interview guide
  2. 06Interview synthesis
  3. 07Framework picker
  4. 08Benchmark questions

Workshops

  1. 09Workshop design
  2. 10Facilitation prompts

Deliver

  1. 11Executive summary
  2. 12Slide storyline
  3. 13Recommendation options
  4. 14Implementation roadmap

Manage the client

  1. 15Weekly status update
  2. 16Scope creep reply
  3. 17Case study
  4. 18Follow-on opportunity

Sample prompts

Three of the 18, so you can see how specific they are. The PDF has the rest, plus a short introduction.

Scope

Problem statement

Turn this client brief [paste] into a crisp problem statement, key questions to answer, and what's in and out of scope.

Scope

Proposal

Write a proposal for [client] covering context, objectives, approach in phases, deliverables, timeline, fees [fees] and assumptions.

Scope

Hypothesis tree

Build an issue tree for the question '[question]', with 3–4 branches and hypotheses to test under each.

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