consulting

# 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 |