Discovery preparation
Put the original inquiry, stakeholder roles and supplied context in one brief so the consultant can spend the conversation on the actual decision.
Industries / Consulting firms
Your 30-day revenue sprint
Win more engagements. Turn expertise into revenue.
Connect qualified inquiries, scoping details and proposal follow-up so your next promising conversation has a clear route to signed work.
Your first revenue workflow.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
A 30-day revenue sprint.
A complete discovery handoff can help a suitable buyer move toward an approved diagnostic, workshop or engagement, with earned fees measured separately from the value of an open proposal.
The commercial opportunity
Make the next step
worth more.
Diagnostic offer coordination
Prepare the administrative package for a bounded workshop or assessment, including missing inputs and a clear owner for scope approval.
Referral and repeat-work intake
Route an actual referral or returning client request into the right offer review, preserving the relationship context and any limits on further contact.
A workflow for consulting firms
From a discovery request to a paid diagnostic scope
Explore an illustrative path from the first signal to a decision your team can act on.
Step 1 of 4
Capture the actual business question
Retain the prospect’s requested outcome, sponsor and available process information. Keep the stated facts visible without converting them into an invented diagnosis or assumed financial loss.
Step 2 of 4
Prepare a useful discovery handoff
Organize missing context and the questions the consultant needs answered. Coordinate the next conversation with the actual decision participants rather than sending a generic qualification script.
Step 3 of 4
Shape the first paid step
Prepare a draft scope for consultant review: deliverable, exclusions, required inputs and decision supported. The consultant sets fees and agrees what can reasonably be delivered.
Step 4 of 4
Follow the commercial decision
Record accepted, declined and deferred scopes, then hand accepted work into onboarding. Stop outdated proposal follow-up after a reply and keep future phases separate from the initial engagement.
Consultants retain diagnosis, recommendations, scope, pricing and responsibility for professional advice.
From scope to evidence
Your first
30 days.
We agree on one workflow, the access it needs and a commercial target before the sprint begins.
- Days 1–7
Choose one entry offer and establish qualified-conversation, scope-acceptance and initial-fee baselines.
- Days 8–14
Connect the agreed inquiry, discovery-note and proposal handoffs; test scope-change and deferred-decision paths.
- Days 15–21
Introduce the approved process for selected inquiries and review whether the consultant receives decision-ready context.
- Days 22–30
Assess paid diagnostics or accepted scopes and actual earned fees; keep later project value and unaccepted proposals outside revenue totals.
Put your numbers behind it
What could
one better workflow
be worth?
Model the opportunity using your assumptions. Then take a concrete 30-day brief into a conversation with us.
- Qualified inquiries reaching a substantive discovery conversation
- Initial scopes accepted by the buyer
- Fees earned from the agreed first engagement
A scenario for additional gross revenue, before delivery costs and automation fees. Booked, invoiced and collected revenue should be tracked separately. Some sales cycles extend beyond 30 days.
Before we start
A clear scope.
A useful first month.
Can it write the advice we sell?
The first workflow organizes inputs, decisions and follow-through around selling and starting an engagement. Any advisory drafting would be separately scoped, use appropriate sources and remain subject to the responsible consultant’s review.
Do we need to change our whole sales process?
Start with one identifiable handoff, such as discovery notes becoming a diagnostic proposal. Keep the working parts of your process and compare that step’s commercial outcomes with its own baseline before expanding.
What does the 30-day commitment mean?
We commit to launching one agreed, revenue-focused workflow within 30 days once scope, access and responsibilities are ready. The result is a working workflow connected to your tools, a starting baseline and clear performance measures. We track the commercial outcomes with you; demand, capacity, conversion and sales-cycle timing determine actual revenue. Scope, pricing and commercial terms are agreed before work starts.
One workflow. A commercial goal. A team to keep it running.