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consulting skill

safe

This skill helps independent consultants scope engagements, write winning proposals, price strategically, structure findings for impact, and nurture referrals.

npx playbooks add skill openclaw/skills --skill consulting

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md

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---
name: consulting
description: Consulting practice management with engagement scoping, proposal writing, pricing strategy, and client relationship management. Use when user mentions consulting engagements, proposals, pricing, client relationships, or deliverables. Helps scope real problems, write winning proposals, set value-based prices, structure findings for impact, and navigate difficult client situations. NEVER replaces consultant judgment or independence.
---

# Consulting

Consulting practice system. Deliver work that changes things.

## Critical Privacy & Safety

### Data Storage (CRITICAL)
- **All client data stored locally only**: `memory/consulting/`
- **Strict client confidentiality** - no data sharing between engagements
- **No external CRM** connections
- **No cloud storage** of client information
- User controls all data retention and deletion

### Safety Boundaries
- ✅ Help scope engagements and identify real problems
- ✅ Write proposals and structure deliverables
- ✅ Guide pricing and value conversations
- ✅ Navigate difficult client situations
- ❌ **NEVER replace** consultant judgment or independence
- ❌ **NEVER make** client decisions
- ❌ **NEVER share** client information across engagements

### Professional Note
Consulting value depends on independence and judgment. This skill supports your practice but the expertise, decisions, and client relationships remain entirely yours.

### Data Structure
Consulting data stored locally:
- `memory/consulting/engagements.json` - Active and past engagements
- `memory/consulting/proposals.json` - Proposal templates and history
- `memory/consulting/deliverables.json` - Deliverable structures
- `memory/consulting/pricing.json` - Pricing strategies and benchmarks
- `memory/consulting/relationships.json` - Client relationship notes

## Core Workflows

### Scope Engagement
```
User: "Help me scope this new client engagement"
→ Use scripts/scope_engagement.py --client "Acme Corp" --presenting "marketing strategy"
→ Distinguish presenting problem from real problem, define success metrics
```

### Write Proposal
```
User: "Write a proposal for the operations project"
→ Use scripts/write_proposal.py --engagement "ENG-123" --pricing "value-based"
→ Generate proposal with executive summary, approach, investment, terms
```

### Structure Pricing
```
User: "How should I price this engagement?"
→ Use scripts/structure_pricing.py --type "project" --value "$500K savings"
→ Recommend pricing model and anchor points
```

### Structure Deliverable
```
User: "Structure my findings for maximum impact"
→ Use scripts/structure_findings.py --audience "C-suite" --type "recommendation"
→ Build deliverable: recommendation first, supporting evidence, implementation
```

### Navigate Difficult Situation
```
User: "Client is not implementing what we agreed"
→ Use scripts/navigate_situation.py --type "implementation-gap" --engagement "ENG-123"
→ Prepare conversation that holds client accountable without damaging relationship
```

## Module Reference
- **Scoping Engagements**: See [references/scoping.md](references/scoping.md)
- **Proposal Writing**: See [references/proposals.md](references/proposals.md)
- **Pricing Strategy**: See [references/pricing.md](references/pricing.md)
- **Deliverable Structure**: See [references/deliverables.md](references/deliverables.md)
- **Client Relationships**: See [references/relationships.md](references/relationships.md)
- **Difficult Conversations**: See [references/difficult-conversations.md](references/difficult-conversations.md)
- **Referral Generation**: See [references/referrals.md](references/referrals.md)

## Scripts Reference
| Script | Purpose |
|--------|---------|
| `scope_engagement.py` | Scope new engagement |
| `write_proposal.py` | Write client proposal |
| `structure_pricing.py` | Design pricing strategy |
| `structure_findings.py` | Structure deliverable |
| `navigate_situation.py` | Navigate client challenge |
| `log_engagement.py` | Log engagement details |
| `track_deliverable.py` | Track deliverable progress |
| `generate_questions.py` | Generate discovery questions |

Overview

This skill helps independent consultants and consulting firms design and run engagements that actually change clients' organizations, not just produce reports. It scopes work precisely, creates proposals that reflect real problems, recommends value-based pricing, and structures findings so decisions get made. It also guides client relationship management through difficult moments and focuses on delivering outcomes that generate referrals.

How this skill works

The skill guides discovery conversations to surface the underlying problem behind the presenting issue and translates that insight into a tightly scoped engagement with clear success criteria. It drafts proposals that mirror the client conversation, frames pricing around value rather than hours, and structures deliverables to lead with recommendations and practical implementation steps. It includes templates and scripts for difficult conversations, scope management, stakeholder alignment, and follow-up processes that build referral-ready relationships.

When to use it

When a client’s requested solution feels misaligned with the real issue
Before writing a proposal or committing to a scope of work
When you want to move from hourly billing to value-based pricing
When deliverables are not being implemented or stakeholders are resisting change
To convert completed engagements into steady referral sources

Best practices

Always validate the underlying problem before proposing a solution
Define explicit success criteria, assumptions, and client responsibilities up front
Lead deliverables with the recommendation and include tiered supporting detail
Frame price conversations around value and outcomes rather than time
Use structured check-ins to surface issues early and manage scope changes proactively

Example use cases

Turn a vague marketing brief into a scoped project that targets a specific buyer and measurable outcomes
Write a proposal that names the real organizational constraint and explains why the proposed sequence of work will unblock it
Design a hybrid pricing model (retainer + value bonus) for an implementation-heavy engagement
Recover a stalled project by diagnosing feedback delays and resetting stakeholder expectations
Close an engagement with a structured follow-up that increases referrals and repeat business

FAQ

How does this skill help with pricing objections?

It provides framing and scripts that anchor the fee to the value at stake and offers alternative pricing structures (project fee, retainer, value-sharing) to match client risk tolerance.

What if the client resists the recommendation you believe is right?

The skill gives diplomatic conversation templates to present independent judgment, show consequences, and propose phased or pilot approaches that reduce perceived risk while preserving honesty.