How to Use This OS

This is not a course. This is an operating system for a consulting practice.

Follow the modules in order. Start with positioning, then move to proposals, then delivery.

Each section contains frameworks, templates, and prompts designed to reduce repetitive work and improve consistency across engagements.

How It Works

Inputs → Frameworks guide your thinking

Workflows → Templates structure your delivery

Outputs → Consistent work product at each stage

You capture information once. You reuse it across clients.

Who This Is For

• Solo consultants running their practice independently

• Fractional executives managing multiple engagements

• Advisors and coaches working on retainer

• Boutique firms standardizing their delivery model

Our Services

AI-powered tools to streamline your consulting workflow.

Proposals & Pitch

Client OS

Positioning Engine

Build your positioning foundation in 3 steps. Define who you serve, what you offer, and why you're different.

Create compelling proposals that close premium deals. AI-powered templates + pricing frameworks that justify your value.

Capture Every Interaction, Pattern Recognition, Proactive Intelligence, Continuous Learning

Your complete client management system. Track every client from lead to renewal with AI-powered workflows.

Delivery & Reports

Keep clients engaged and retention high. AI-powered reports that showcase your value and justify renewals.

Growth & Retainers

Maximize client lifetime value. Turn one-time projects into long-term relationships, renewals, and referrals.

Prompt Library

Your complete AI prompt collection. Every prompt you need to run your consulting business with ChatGPT.

OPERATING RULES OF CONSULTIFY OS

Read Once. Follow Always.

Operating Rules

Breaking them won't break the OS — it will break results.

One Role per OS

Do not use one OS for multiple consulting identities. If you operate as:

• CTO + Coach

• CMO + Agency

• Strategy + Execution

Create separate OS instances.
Each role needs a different decision lens.

• No proposals before positioning

• No prompts before clarity

Unclear positioning leads to:

• Pricing pressure

• Scope creep

• Weak retainers

Fix positioning first. Always.

• ❌ Do not rewrite prompts

• ❌ Do not beautify pages

• ❌ Do not add tools

  Early optimisation creates false progress.
  Use first. Improve later.

Positioning Is Not Optional

Do Not Optimise Early

Prompts Don't Replace Thinking

Prompts accelerate thinking. They do not replace judgment.

If you don't understand:

• The client's real problem

• The decision being made

• The outcome expected

The prompt will fail.

Do not:

• Run multiple experiments

• Apply the OS to many clients at once

One client used properly is enough to validate the system.

Do not sell retainers directly.

Retainers emerge when:

• Delivery is structured

• Communication is predictable

• Value is visible

Consultify OS enables this process.

One Client Is Enough

Retainers Are an Outcome

Call to action

Stay Updated

Get tips and tools for smarter consulting