firm-ai-brief-reviewSorts every line of a client's brief into a decision the client made, generic text, an assumption or a contradiction, runs six missing-constraint checks and lists the questions only the client can answer, in priority order. Use for "run firm-ai-brief-review", "read this client brief", "the brief was
firm-ai-objection-answerPrepares an honest answer to "why can't AI do this?", with the client's words and the question behind them, the engagement split into tasks AI can do well, tasks AI helps a person do and tasks that need a person and why, what you say in order, and an option where the client does part with their own
firm-ai-use-statementWrites a plain AI use statement for one engagement, showing task by task where AI does the work, where it assists and where people work alone, who checks and signs off, what client data goes into which tool and what never does, what the client gains and what you will not use AI for. Use for "run fir
firm-bid-no-bidRuns a go or no-go gate on an RFP or shortlist invitation, with your criteria written before the facts, pass or fail criteria first, the fact and source against each, a shortlist check, the cost of pursuit in your own hours, a decision record and a warm no-bid reply to edit. Use for "run firm-bid-no
firm-buying-committee-mapMaps the roles in a client's buying decision (signs, funds, uses, can block, wrote the brief, runs it after), with what each role has said it needs and its source, stated or assumed, met or not met, and one question through your contact for each unmet role. Use for "run firm-buying-committee-map", "
firm-case-study-paragraphWrites one case study paragraph of 120 to 180 words (challenge, action, result) matched to this client by selection and never by alteration, with a 40-word version, the permission status, results only as the past client approved them and a permission request to send if needed. Use for "run firm-case
firm-client-decision-briefBuilds a neutral one-page decision brief your client contact owns and can use inside their company, with the decision framed around their outcome, every way to proceed including doing nothing and doing it in house with their own AI, consequences on their criteria in their figures, what would make ea
firm-consulting-proposalWrites a short answer-first consulting proposal from your notes and files, with the recommended option and the decision asked with a date at the top, their problem in their words, outcomes, approach, the three options, proof, the AI use statement and the next step. Use for "run firm-consulting-propo
firm-cost-of-inactionBuilds a worksheet of what waiting costs the client, with each consequence in the client's own figures, who said it and when, arithmetic shown step by step on their figures only, the timing pressure they stated and what changes if they wait a quarter, blanks left blank with the question to ask. Use
firm-discovery-call-agendaDrafts the short note you send before a discovery call, with the purpose, their agenda, your agenda, the time and the possible outcomes including "no fit", the attendees by role asked through your contact, and a plain consent line for any recording or notetaker. Use for "run firm-discovery-call-agen
firm-discovery-call-notesSorts your discovery call notes, or a transcript made with everyone's consent, into the client's words marked verbatim, facts, figures with unit and period, your inferences marked as yours, contradictions with the brief, open questions and the agreed next step. Use for "run firm-discovery-call-notes
firm-discovery-call-questionsPrepares a one-page question guide by SPIN type, with few situation questions, more problem, implication and need-payoff ones, the brief's open gaps asked first, a decision process block and what to listen for under each question. Use for "run firm-discovery-call-questions", "what do I ask on the di
firm-discovery-recap-emailDrafts a same-day recap email that plays the discovery call back in the client's words, with what matters most to them in their order, what you are unsure about, the next step with a date and an invitation to correct it, with no price and no pitch. Use for "run firm-discovery-recap-email", "write th
firm-executive-summaryWrites a one-page proposal executive summary for the signer who was not on the call, with the decision asked and the date first, their situation, the complication, the question, the recommended option with its reasons and every option in one line with what it leaves out. Use for "run firm-executive-
firm-fee-structureCompares fixed fee, time and materials, retainer, value-based and fixed-term handover for one piece of work, with what the client buys written as results, what each model rewards, who carries an overrun, what AI speed does to it, the protections the chosen model needs and your answer to "why pay for
firm-good-better-best-optionsBuilds three ways to buy one engagement that differ in outcome and scope, each priced from your own price list, with what each leaves out, the client effort, the assumptions each rests on, the decoy test on every pair and your recommended one with the reason. Use for "run firm-good-better-best-optio
firm-hypothesis-test-planWrites your leading hypotheses about the client's problem so that each can fail, with the assumption it rests on, a rival explanation that fits the same facts, the observation that would tell them apart, the check with its owner and date, and the result that would change your view. Use for "run firm
firm-issue-treeBuilds a short issue tree that splits the client's root question by one stated cut into branches that do not overlap and together cover it, three levels at most, each branch marked tested or untested with its evidence, the client's AI answer placed on the tree with what it got right said first, and
firm-meddic-qualificationSorts what you know about one opportunity under the MEDDIC letters, with the source of each fact, the unknowns turned into call questions, a fit check against your own practice brief and a fit note you decide on, with no score. Use for "run firm-meddic-qualification", "qualify this opportunity", "is
firm-moscow-scopeSorts every item from the brief and the call into must, should, could or won't for this engagement, with the won't list written out with reasons, the effort split on your own estimates, what moves if budget or time changes, and items the client could do well with their own AI named as such. Use for
firm-mutual-action-planDrafts a mutual action plan covering every step from the client's yes to the first day of work, worked back from their start date, with an owner by role and a date per step on both sides, steps with no owner turned into questions, and the whole plan marked proposed until agreed together. Use for "ru
firm-negotiation-planPrepares a negotiation plan with your real alternative and your walk-away point, the client's alternatives marked known or assumed, what you can trade and what you ask in return, what you will not give, the concession order and the question you ask before any discount, with every number set by you.
firm-objection-handlingBuilds an objection handling map with one row per objection you actually hear, covering what to listen for, what is true in it, the question that finds the real concern, an honest response, the proof you hold or "none yet" and what you will not say. Use for "run firm-objection-handling", "prepare me
firm-outside-view-checkTests the forecast behind a recommendation against comparable completed cases, with the forecast stated precisely, the cases you can actually name and the rule for including them, their range of outcomes, why this case might differ and the evidence for it, your revised estimate and the one missing f
firm-pre-call-briefBuilds a one-page pre-call brief from the company's own public pages, with sourced facts, the likely trigger marked as inference, two or three hypotheses each with its test question and kill answer, what an AI summary would say and miss, and a do-not-assume list. Use for "run firm-pre-call-brief", "
firm-problem-statementWrites the client's problem as a point of view in their words (who, needs, because) together with the decision it serves (the question, who decides, by when, what is fixed, what can be reversed), success in their measures, impact in their figures, constraints, out of scope, one How Might We question
firm-proposal-follow-upDrafts two proposal follow-up emails that each bring one useful thing (an answer to an open question, a real example, a smaller first phase), then a short close-the-loop note, as drafts only, with the dates and the sending left to you. Use for "run firm-proposal-follow-up", "follow up on my proposal
firm-proposal-red-teamReads your proposal draft from the chair of the signer who was not on the call and returns an edit list by severity, covering the first-page read, every number, result, reference and quote traced or flagged "source or remove", their words against yours, lines any firm could have written and where yo
firm-proposal-walkthrough-deckPlans a proposal walk-through deck of six to ten slides, with the client's problem first, a full-sentence headline per slide, options side by side on the same rows, the decision you need and by when, speaker notes with the question to ask and where to stop and listen, and a read version if it will b
firm-quote-comparisonPuts your scope and a cheaper quote into the same line items, with "not stated" wherever either is silent, the risk the client carries per missing line, the gaps in your own quote, neutral questions the client could ask either firm and your options, facts only and the rival never disparaged. Use for
firm-recommendation-memoWrites your recommendation on the client's decision as a one-page memo, answer first, with the decision it answers and who decides, the options rejected and why, the costs accepted, the evidence and assumptions as known on the date, what would change it, conditions before action, first steps with ow
firm-recommendation-premortemRuns a pre-mortem on the option you are about to recommend, with failure defined at a date, the plausible ways it fails each marked hypothetical, the early signal for each, prevention, a contingency with its trigger, an owner by role, what stays exposed, and a success case listing what must go right
firm-sensitivity-analysisTests how firmly your recommendation stands, with the assumptions carrying it, each varied across a range you can defend, the point where another option becomes the better one, facts kept apart from priorities, the evidence worth getting before the deadline and its cost, a bounded pilot where one fi
firm-stakeholder-interview-planPlans whom to hear about the client's problem by role and what each knows that others do not, with a neutral brief giving everyone the same facts, the same core questions asked separately before any group meeting, and a synthesis that keeps unique information apart from repeated opinion and records
firm-statement-of-workWrites a results-based statement of work, with objectives as results, deliverables each with an acceptance criterion and an accepting role, a dated timeline, client responsibilities, assumptions and the won't list word for word, and change control for any new request including ones the client's AI s
firm-strategic-optionsLays out three to five truly different ways the client could solve the problem, keeping the client's own options in their words and adding new routes per objective, the current course, stopping, a bounded pilot and doing it in house with their own AI, with what each needs, the strongest reason for a
firm-trade-off-tableCompares the client's options in a consequence table, with criteria in the client's observable terms, musts kept apart from preferences, consequences per option with a source or a range, who bears each cost, dominated options removed and the value judgments left visible, with no weighted score unles
firm-win-loss-reviewReviews one engagement won or lost, covering what was supposed to happen, what happened, why (process, what could not be known then, the client's own change, chance), where it was really decided, the client's feedback in their words with permission, a sound call with a bad outcome kept, and each cha
firm-win-themesWrites two or three win themes for one proposal, each joining a need the client stated, something true of you and proof you hold, with the AI-shortlist test on each, the claims without proof listed and where each theme lands in the proposal. Use for "run firm-win-themes", "why me for this client", "