Library · Advisory

Run an advisory engagement

A ready-made journey for anyone who wants to run an advisory engagement: 10 steps, about 4.1 hour in all, in an order that works — work steps of 30 minutes or less, with real-world sessions kept whole.

Opens in Nextep with a two-minute first step lit. Free, and no account needed to begin.

When it's useful

When you have decided to run an advisory engagement but the first move is fuzzy. Nextep shows one step at a time, keeps the rest in order, and never calls anything overdue — a day that slips simply becomes today.

The steps

1. 1Define the scope of an advisory engagement30 min
2. 2Confirm deliverables and timeline in writing20 min
3. 3Draft the rate proposal30 min
4. 4Send the proposal and agreement20 min
5. 5Schedule the kickoff calltime block · 15 min
6. 6Prep three questions for the kickoff20 min
7. 7Deliver the first sessiontime block · 60 min
8. 8Send a two-line recap after the session15 min
9. 9Invoice for the first milestone20 min
10. 10Ask for a referral or a second stakeholder intro15 min

Work steps over 30 minutes are split into parts when you start, so they fit somewhere in a day; sessions — a run, an appointment, a call — stay whole.