Consulting
Consulting practice system. Deliver work that changes things.
Critical Privacy & Safety
Data Storage (CRITICAL)
- - All client data stored locally only: INLINECODE0
- 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 - INLINECODE2 - Proposal templates and history
- INLINECODE3 - Deliverable structures
- INLINECODE4 - Pricing strategies and benchmarks
- INLINECODE5 - Client relationship notes
Core Workflows
Scope Engagement
CODEBLOCK0
Write Proposal
CODEBLOCK1
Structure Pricing
CODEBLOCK2
Structure Deliverable
CODEBLOCK3
Navigate Difficult Situation
CODEBLOCK4
Module Reference
Scripts Reference
| Script | Purpose |
|---|
| INLINECODE6 | Scope new engagement |
| INLINECODE7 |
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 |
咨询
咨询实践体系。交付能够带来改变的工作成果。
关键隐私与安全
数据存储（关键）
- - 所有客户数据仅本地存储：memory/consulting/
- 严格的客户保密——项目之间不共享数据
- 无外部CRM连接
- 无客户信息云存储
- 用户控制所有数据的保留与删除
安全边界
- - ✅ 协助界定项目范围并识别真实问题
- ✅ 撰写提案并构建可交付成果
- ✅ 指导定价与价值对话
- ✅ 应对棘手的客户情况
- ❌ 绝不替代顾问的判断或独立性
- ❌ 绝不替客户做决策
- ❌ 绝不跨项目共享客户信息
专业说明
咨询的价值取决于独立性和判断力。本技能支持您的实践，但专业知识、决策和客户关系完全由您掌控。
数据结构
咨询数据本地存储：
- - memory/consulting/engagements.json - 当前及过往项目
- memory/consulting/proposals.json - 提案模板与历史记录
- memory/consulting/deliverables.json - 可交付成果结构
- memory/consulting/pricing.json - 定价策略与基准
- memory/consulting/relationships.json - 客户关系记录
核心工作流程
界定项目范围
用户：帮我界定这个新客户项目的范围
→ 使用 scripts/scope_engagement.py --client Acme Corp --presenting 营销策略
→ 区分表面问题与真实问题，定义成功指标
撰写提案
用户：为运营项目撰写一份提案
→ 使用 scripts/write_proposal.py --engagement ENG-123 --pricing 价值导向
→ 生成包含执行摘要、方法、投资、条款的提案
设计定价
用户：这个项目应该如何定价？
→ 使用 scripts/structure_pricing.py --type 项目 --value 节省50万美元
→ 推荐定价模型和锚点
构建可交付成果
用户：以最大影响力组织我的发现
→ 使用 scripts/structure_findings.py --audience 高管层 --type 建议
→ 构建可交付成果：建议优先，支持证据，实施方案
应对棘手情况
用户：客户没有按照我们商定的方案执行
→ 使用 scripts/navigate_situation.py --type 执行差距 --engagement ENG-123
→ 准备既能督促客户负责又不损害关系的对话
模块参考
脚本参考
| 脚本 | 用途 |
|---|
| scopeengagement.py | 界定新项目范围 |
| writeproposal.py |
撰写客户提案 |
| structure_pricing.py | 设计定价策略 |
| structure_findings.py | 构建可交付成果 |
| navigate_situation.py | 应对客户挑战 |
| log_engagement.py | 记录项目详情 |
| track_deliverable.py | 跟踪可交付成果进度 |
| generate_questions.py | 生成探索性问题 |
