Unlock Your Industry's
Custom AI Operating System.
Three deliverables, all calibrated to your stack and your regulators: a Cross-Functional Execution Matrix, a 10 Hour Reclaim Engine, and a Compliance Translator your team will actually use.
Step 1 · Pick your industry
For Professional Services teams
Your partners want higher leverage per engagement. Your managers want fewer QBR all-nighters. Your clients want sharper decks.
Calibrated for Google Workspace, Microsoft 365, Salesforce, Asana. Aligned with client data handling clauses, MSA confidentiality terms, SOC 2 commitments.
Cross-Functional Execution Matrix
A role map across partners, engagement managers, consultants, and ops showing which AI workflows lift utilization without breaking client confidentiality.
- Partner pitch and proposal automation
- Engagement manager status and risk patterns
- Consultant research and synthesis workflows
10-Hour Reclaim Engine
The ten most utilization-leaky tasks in a typical consulting week, rebuilt as confidentiality-safe patterns.
- QBR deck assembly from raw notes
- Weekly client status email drafting
- Interview synthesis into themes
- Proposal scoping and pricing pages
Compliance Translator
A plain-English translation of client MSAs and SOC 2 commitments into prompt-level rules consultants can apply without a legal review per project.
- Client data classification cheat sheet
- Approved-tool decision tree
- Confidentiality clause prompt scaffold
What you will unlock
- QBR deck template that drafts itself from your notes
- Proposal scoping prompt pack that protects margin
- Client confidentiality cheat sheet your team will actually follow
- Engagement kickoff AI policy you can attach to any SOW
Refined with partners and engagement leads at boutique and mid-market consulting firms.