WORKFLOW SYSTEM
(Bespoke Workflow Built Around Your Business and Proposal Style)
1. Situation Summary
Captures the client’s issue in your tone of voice, highlighting the context and impact clearly and consistently.
2. Drivers of the Issue
Identifies patterns and root causes based on the enquiry content and the detailed inputs of your company which are embedded in the workflow, so you always look informed and prepared.
3. Recommended Workstreams
Generates a structured set of practical actions aligned to how you deliver work (not a generic template), based on your products, services, staff and any other useful information about your company.
4. Deliverables
Presents the exact items or outputs your proposals normally include, matched to your formatting and internal language.
5. Assumptions & Risks
Surfaces points you would usually ask about in a discovery call, without needing you to prompt for them.
6. Next Step
Ends with a confident, consultant-grade recommendation that fits your process and moves the conversation forward.
Why this matters
This workflow produces the same high-quality, on-brand proposal outline every time, whether it’s you using it or a team member.
It adapts to messy, short or unclear client enquiries and still returns the structure and detail you agreed during consultation.
This is not a prompt.
It is a reusable system that reflects how your business works.