The Operating System
The three constraints that make consulting AI use different from everyone else's — and the infrastructure that handles all three. Ships two working assets: the Engagement Project Template and the Redaction Playbook.
Name the three constraints that make consulting AI use different from everyone else's
Architect a per-client workspace that loads engagement context into every conversation automatically
Install the three-tier system that decides — in advance — what client material may enter a model
Run the complete engagement-setup protocol end to end on a real engagement
ProposalForge
A two-stage adversarial proposal pipeline — decision-framed research brief, grounded drafter, hostile critic in fresh context, and merge discipline. Ships ProposalForge v1.0, the Pricing Memo template, and the RFP compliance toolkit.
Turn pre-proposal research from browsing into a decision-framed brief that takes 25 minutes and changes what you write
Encode your proposal anatomy into a drafter contract that produces 80% drafts grounded in real inputs
Build the critic contract that attacks your drafts from a fresh context, with evidence-cited objections
Decompose RFP responses with a compliance matrix so nothing mandatory gets missed and nothing optional gets bloated
The Delivery Pack
Document analysis with declared sources of truth, a data analysis loop with tier-pass and findings grammar, interview synthesis using map-reduce with a conscience, and workshop design backward from the decision. Ships four working assets.
Run the three-pass protocol on client document sets so every claim you make about their materials carries a quote
Run the full analysis loop — brief, question menu, computed results, method reads, alternative explanations — on real client data
Run the map-reduce synthesis pipeline that turns 12 to 20 interviews into defensible themes in an afternoon
Design workshops backward from decisions, with AI doing the heavy lifting on structure, materials, and pre-reads
The Communication Layer
Status reports that assemble themselves from the engagement's own artifacts, steering memos that travel as decision packages, difficult messages handled as a practiced system, and a voice profile pair that makes every drafted artifact sound like you on your best day. Ships four working assets.
Build the status-report automation that assembles the weekly report from the engagement Project's own artifacts
Write for executive reading economics: the steering memo that works in ninety seconds and survives being skimmed
Generate strategically distinct approaches to charged messages — different outcomes, not different tones — and choose deliberately
Extract your practice voice into a profile that makes every drafted artifact sound like you on your best day
Leverage
The consulting playbook library with the five-run bar and quarterly garden, a meeting-to-minutes automation, per-client knowledge bases with a librarian index and reload brief, and a weekly practice digest. Ships four working assets.
Consolidate everything this course has built into a governed playbook library with an index and an owner
Build the pipeline that turns recordings and notes into minutes, decision records, and actions — within hours, not days
Build the per-client knowledge base from the artifacts your engagement systems already produce — institutional memory you own
Build the practice-level automation that watches everything — engagements, pipeline, the practice itself — and briefs you weekly
Proof
The eval suite that turns your pipeline into a trust artifact, the repricing toolkit that captures the dividend, the deck production pipeline that makes deliverables survive the room, and PB-PUBLIC — the publication pipeline that makes the whole practice visible to the market that hasn't met you yet. Ships four working assets.
Build a real eval suite for your highest-stakes pipeline — ProposalForge or the system your practice leans on most
Resolve the leverage paradox: capture AI productivity as margin and positioning instead of donating it through the billable hour
Produce findings decks storyline-first, with every page earning its place in the argument before any page gets built
Convert the practice's accumulated changelogs and certificates into public artifacts that compound while you sleep