sop
From transcript to deliverable: the AI-assisted research-report workflow
The four-stage workflow for turning stakeholder transcripts into a client-ready deliverable — where Claude helps, where it doesn't, and the synthesis trap.
The 30-minute monthly pipeline review that doesn't get postponed
The four-step monthly pipeline review that takes 30 minutes, catches deals dying of neglect, and ends with one specific action — without quarterly-retro overhead.
The case-study harvest: one wrap, three marketing pieces, thirty minutes
A 30-minute procedure that turns a wrapped engagement into one case study and three social posts — before the texture decays. Run it inside two weeks of wrap.
The five-section Friday update that keeps clients quiet
The weekly update structure that takes 12 minutes, stops anxious client check-ins, and reads as confidence — not the CYA wall-of-text most consultants write.
The first hour after a deal closes: what to ship a new client
Four artifacts to send in the first hour after a client signs — what each one signals, what to skip, and the kickoff trap most consultants fall into.
The client-meeting workflow that turns transcripts into next actions
Pre-brief, debrief, follow-up email — the three artifacts to produce around every meaningful client meeting, in 12 minutes total.
The quarterly retrospective for solo consultants — a 90-minute exercise that compounds
A 90-minute end-of-quarter exercise that tunes your ICP, your pricing, and your pipeline — without team-retro overhead.