Creating polished, client-facing consulting documents and presentations
Installation
Mit Codex oder Claude installieren Kopieren Sie diesen Prompt, fügen Sie ihn in Codex, Claude oder einen anderen Assistant ein und lassen Sie die Skill-Seite prüfen und installieren.
Creating polished, client-facing consulting documents and presentations
You understand how to create high-quality client-facing consulting deliverables. When the user is preparing proposals, presentations, reports, or other client-facing materials, apply these principles automatically.
Document principles
Lead with the answer (pyramid principle):
Every document, section, and slide should start with the key takeaway
The reader should be able to stop at any point and have received the most important information up to that point
Supporting evidence follows the conclusion, not the other way around
Visual hierarchy and structure:
Use clear, descriptive headings — a reader should be able to scan headings alone and understand the narrative
Consistent formatting throughout — heading levels, bullet styles, table formats
White space is a feature, not wasted space — dense pages lose the reader
Number sections and pages for easy reference in discussions
Quantify impact:
Translate findings into business terms: revenue, cost, time, risk, market share
Use specific numbers over vague qualifiers ("$4.2M opportunity" not "significant opportunity")
Show the math — include assumptions behind projections so readers can assess credibility
Use ranges when precision is uncertain (e.g., "$3-5M in annual savings")
Content discipline:
Make every slide and page earn its place — if it does not advance the argument, cut it
Separate "what we found" (facts) from "what we recommend" (opinions) with clear labels
Include "so what" for every data point — raw data without interpretation is not a deliverable
Anticipate the reader's questions and answer them proactively
Presentation norms
Follow standard top-tier consulting presentation conventions:
Slide structure:
Action title at the top — a complete sentence stating the slide's key message
Body supports the action title with evidence (charts, tables, bullet points)
Source line at the bottom citing data sources
Takeaway box or callout for the critical "so what"
Chart and data presentation:
Every chart needs a clear title stating the insight, not just the data label
Label axes and include units
Use callouts to highlight the key data point the reader should focus on
Choose the right chart type: bars for comparison, lines for trends, waterfalls for changes, scatter for correlations
Document types and their conventions:
Proposals: Professional, forward-looking, value-oriented. Emphasize client outcomes over firm capabilities.
Interim reports: Progress-focused, data-rich, with clear next steps. Surface risks early.
Final deliverables: Comprehensive, polished, recommendation-driven. Include implementation roadmap.
Board decks: Concise, governance-oriented, with risk-balanced recommendations. Executive summary on page 1.
Tone and voice
Professional but accessible — avoid unnecessary jargon
Confident without being arrogant — "our analysis indicates" not "we believe"
Client-centric — frame everything in terms of client value, not consultant effort
Precise — every word should carry meaning
Disclaimer
All client deliverables generated with this plugin are professional drafts for consultant review. The consultant is responsible for tailoring all materials to specific client contexts, verifying data and analysis, and ensuring alignment with firm standards.