Ideas for consultants

Ideas for consultants

• Steering meeting prep

  The evening before each steering meeting on my calendar, send me a prep packet: the last status email, the open decisions on the client's Notion page, and what's due this week.

  Brea gathers the thread, the decisions, and the deadlines into one brief the night before.

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• Proposal follow-up

  When I send a proposal or SOW from Gmail, check a week later whether the client replied, and if not, draft a short follow-up for me to approve.

  Brea notices each proposal as it goes out and only drafts a nudge when the client goes quiet.

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  • Email
  • Reminders on a schedule

• Invoice aging

  Every Monday, check QuickBooks for invoices more than 30 days past due and draft a polite reminder to each client's billing contact with the engagement, invoice number, and amount.

  Brea reads your aging list and drafts each reminder for you to approve.

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  • Email

• Milestone status email

  Every Friday at 3, draft the status email for the Meridian engagement from my Notion project page: progress against the SOW milestones, what's next, and the decisions I need from them.

  Brea writes the weekly update from your project notes, held for your OK.

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  • Email

• Signed SOW kickoff

  When the Meridian SOW is completed in Docusign, save it to the client's Google Drive folder, put the kickoff and milestone dates on my calendar, and draft the kickoff email.

  Brea checks the envelope until it's completed, files it, and sets up the engagement.

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• Discovery call brief

  When a Calendly booking confirmation lands in my Gmail, research the company and the person who booked, and text me a one-paragraph brief.

  Brea reads each new booking as it arrives and sends what you need to know before the call.

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  • Searches the web

• Stakeholder interview notes

  When the Zoom recording of a stakeholder interview is ready, add a summary with key quotes and themes to the Meridian interviews page in Notion.

  Brea turns every interview into notes you can pull findings from.

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  • Reads files

• Pipeline review

  Every Monday at 8, text me my open HubSpot deals, the proposals waiting on a reply, and which engagements end in the next 60 days.

  Brea shows you where next quarter's work is coming from, before a gap opens.

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  • Reminders on a schedule

• Hours against the SOW

  Every Friday at 4, add up this week's hours on my calendar for each client and compare them to the SOW budgets in my Google Sheet.

  Brea tells you which engagement is running hot while there's time to reset scope.

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  • Calendar

• Milestone invoices

  On the last day of each month, list the milestones I closed on my Notion project pages and draft a QuickBooks invoice for each client for me to review.

  Brea turns finished milestones into invoices so billing never lags the work.

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  • Reads files

• Proposal first draft

  Draft a proposal in Google Docs for Halvorsen Logistics: a 6-week warehouse operations assessment in three phases at a fixed fee of $48,000, using my Meridian proposal in Drive as the template.

  Brea writes the first draft in your format so you start from edits.

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  • Reads files

• Industry brief

  For Thursday's pitch, research the third-party logistics market: the top five players, recent deals, and trends, in a two-page Google Doc with sources.

  Brea searches the web and writes a sourced brief you can bring into the room.

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  • Searches the web

• Steering deck outline

  Turn this week's status notes into a five-slide steering committee deck in Google Slides: progress, milestones, risks, decisions needed, next steps.

  Brea builds the deck from your notes in the shape steering committees expect.

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  • Reads files

• Post-meeting follow-up

  An hour after each client meeting on my calendar, draft a follow-up email listing what we agreed, the owners, and the dates, for me to approve.

  Brea follows your meetings on the calendar and drafts each recap while it's fresh.

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  • Calendar

• Engagement close-out

  On November 14, two weeks before the Meridian engagement ends, draft the close-out report outline in Google Docs and an email asking Dana whether they want to extend.

  Brea gets the wrap-up and the extension ask ready before the last week.

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  • Reads files

• Rebillable expenses

  When a receipt for a client trip lands in my Gmail, save it to that client's expenses folder in Google Drive and add it to my rebillable expenses sheet.

  Brea files every receipt as it arrives so nothing is left off the next invoice.

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