Consultant and Agency Skills Pack: discovery brief, scope, change request, client update and project close

What you end up with

Briefs, scopes with an out-of-scope list, change requests, client updates and handoff documents drafted from your own notes in minutes, with nothing sent without you.

What you get

• Five skills: discovery-brief, scope-of-work, change-request, client-status-update, project-close
• Brief and scope templates
• One-line install that never overwrites
• skill_check.py: 10 read-only checks (K01 to K10)

Who it is for

Consultants and agency owners who want their agent to handle the paperwork inside an engagement without inventing prices or sending anything.

Works with

Solid chips: the agent is named in this listing's own tools list. Dashed chip: Plain Markdown, so it also pastes into other agents such as Grok Bot, Hermes, OpenClaw or Muse. We list those as compatible by format only, not as tested.

Tools needed

Cost to run: The pack is the only purchase. The checker uses no model tokens.
Time to result: Skills installed and checked in ten minutes

Sample prompts, free to use

Use the scope-of-work skill on briefs/[client]-[date].md. List every [ASK] first.

Use the change-request skill on this client email and our signed scope.

Free preview of the file

# Consultant and Agency Skills Pack

Five installable agent skills that carry one client engagement from first call to handoff: discovery brief, scope of work, change request, client status update and project close. Each skill is a folder with a SKILL.md in the Agent Skills format, so your agent loads it when the task comes up instead of you pasting a prompt. Plus a read-only checker for any skills folder.

## Contents
1. What this is, and how it differs from our other packs
2. Install
3. The five skills
4. The checker: skill_check.py
5. How this was tested
6. Limits

## 1. What this is, and how it differs from our other packs
- **Price, pitch and follow up** (pp-founder-sales) is a set of prompts for pricing a service, writing an offer and proposal, and following up with leads. Use it before the client signs.
- **Agency Open-Loop System** (pp-agency-open-loops) turns meeting notes into team commitments and gives the owner one internal weekly report of what is still open.
- **This pack** starts after the first call and lives inside the engagement: it writes the brief, the scope with its out-of-scope list, checks each new client ask against that scope, writes client-facing updates mapped to the scope's deliverables, and closes the project against each done test. No pricing prompts and no lead follow-up, so it does not repeat the other two.

Every skill follows the same three rules: use only facts from your files, write [ASK: ...] where a fact is missing, and never send, post o

Worth knowing

• The skills draft documents only; they do not price, sign or contact anyone.
• Not legal advice; have your own contract terms reviewed.
• Tested 2026-10-30: The install line on a copy of the pack, a second run over an edited file, the skills-ref 0.1.1 validator on the five skills, skill_check.py from the pack text on the skills and on one planted fault per code K01 to K10. Linux, Python 3.13.5. Result: Install wrote identical files and kept the edit; validator found no errors; PASS on the skills; 10 of 10 planted faults caught alone; exit 2 on a missing folder; fixtures unchanged. Not run: The skills inside Claude Code or another agent on real client notes. Windows.

Details

Version 1.0 · Updated Oct 30, 2026 · Markdown version of this page
License: Use for your own work and for clients. Do not resell or republish the pack itself. Download terms

Related

Prompt packFree

The scope-of-work skill and template (free sample)

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