Made for Consultants
Convert Custom Work Into Repeatable Revenue
Review your strongest engagements, separate reusable expertise from client-specific work, and build a repeatable service blueprint with a focused asset plan.
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Use this when
Use this after you've completed several related engagements and suspect there is a repeatable offer inside them. It is especially useful when delivery takes too much reinvention, pricing feels inconsistent, or growth depends entirely on your personal capacity.
You'll need
- Engagement Inventory
- Results Evidence
- Repeated Work
- Custom Judgment
- Existing Assets
- Delivery Constraints
- Pricing Boundaries
- Confidentiality Restrictions
You'll get
- A sanitized inventory of comparable engagements
- You can explain which pattern is worth standardizing and why
- Reusable work from configurable and custom work separated A signature method, selected offer structure, asset register, scope boundaries, pricing logic, confidentiality safeguards, service blueprint, and prioritized 30-day build plan
- You can name the evidence still needed before you sell the offer broadly.
By the end of this playbook
You will have:
- A sanitized inventory of comparable engagements
- You can explain which pattern is worth standardizing and why
- Reusable work from configurable and custom work separated A signature method, selected offer structure, asset register, scope boundaries, pricing logic, confidentiality safeguards, service blueprint, and prioritized 30-day build plan
- You can name the evidence still needed before you sell the offer broadly.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
I completed five leadership planning engagements for growing organizations. Most included six to ten stakeholder interviews, document review, a priority model, an executive workshop, and a 90-day roadmap. The strongest projects had an engaged sponsor and access to decision-makers. The least profitable project expanded from one department to four without a fee change. I already have interview questions, a scoring sheet, a workshop deck, and roadmap examples. I want a four-week offer with firm interview and revision limits. All client names, internal metrics, and report language must remain confidential.
Sample assembled prompt
Recommended offer: Four-Week Priority Alignment Sprint... - The core delivery path remained... - Executive approval and renewal requests... - Interview volume, department count, and... Signature method: 1. Frame: Confirm the decision, sponsor, participants,... 2. Diagnose: Gather stakeholder input and... 3. Test: Score options and challenge... 4. Align: Facilitate the executive decision... 5. Mobilize: Produce the 90-day roadmap... Standard scope: - One sponsor -... Sponsor qualification checklist 2. Interview synthesis worksheet 3. Decision scoring guide 4. Workshop facilitator instructions 5. Roadmap quality checklist