Client Deliverables

---
name: client-deliverables
description: 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.

More management consulting AI tools and resources at https://theaicareerlab.com/professions/management-consultant