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Consulting Client Engagement

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MichaelRochonnn
consulting-client-engagement

在管理咨询或企业诊断项目中,通过深度客户参与确保项目成功实施和长期效果。适用于需要客户深度支持、资源投入和最终执行承诺的复杂问题解决场景,特别是长期项目(3个月以上)需要分阶段交付价值的情况。

Overview

PublisherMichaelRochonnn
Repositorymckinsey-bcg-consulting
Skill nameconsulting-client-engagement
Stars
77
Forks
16
Bundled files
1
Links
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • 1 bundled files

    Scripts, templates, and references the model can read while it works. Files are read-only and never executed.

  • Open source

    Published by MichaelRochonnn on GitHub. Read the source before you install it.

Installation

Install the Consulting Client Engagement AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/MichaelRochonnn/mckinsey-bcg-consulting/tree/main/consulting-client-engagement
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/MichaelRochonnn/mckinsey-bcg-consulting.git /tmp/mckinsey-bcg-consulting
mkdir -p .claude/skills
cp -r /tmp/mckinsey-bcg-consulting/consulting-client-engagement .claude/skills/consulting-client-engagement
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Consulting Client Engagement in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Consulting Client Engagement on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Consulting Client Engagement is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

客户参与式项目管理方法

何时使用

启动以下类型项目时立即应用:

  • 管理咨询或企业诊断项目
  • 需要客户决策权或资源分配支持的项目
  • 追求长期实施效果而非短期交付报告的项目
  • 项目周期超过3个月,需要维持客户耐心和信任
  • 需要客户最终"拥有"并执行解决方案的变革项目

核心悖论

成功的咨询工作往往表现为客户认为是他们自己的功劳。

接受并主动促成这种认知转移:让客户觉得解决方案是他们自己开发的,而非顾问的模型。

执行流程

第一阶段:建立参与基础(项目启动后1-2周)

1. 理解客户意图与利益

  • 深入理解客户的真实打算和意图
  • 确保工作对客户具有实际意义和相关性
  • 建立动态监测机制:客户利益随时变化,需持续调整

2. 建立持续沟通机制

  • 实施频繁接触策略
  • 定期更新:即使只是备忘录形式,保持信息同步
  • 目标:让项目成为客户工作的重要内容,而非外部干扰

3. 结构化会议安排

  • 预定固定时间,按项目进程安排定期会议
  • 建立正式沟通节奏(周会/双周会/月会)
  • 保持灵活性:后期可调整,但保持连续性

第二阶段:创造早期胜利(项目第2-6周)

识别低垂果实

  • 主动寻找能"轻松获胜"或取得"显著成效"的机遇
  • 这些机遇不会创造全部胜利,但具有快速实现特点

抵制囤积诱惑

  • 明确抵制将信息囤积到期末做大型汇报的诱惑
  • 对于持续3个月以上的项目,不让客户等到最终结论

及时交付部分成果

  • 在得出最终结论前,交给客户"实际的东西"(tangible results)
  • 包括:数据分析早期见解、可快速开发的程序模块、运营效率问题的具体证据

展示流程

  1. 安排与关键决策者的会议
  2. 由实际进行数据分析的团队成员亲自介绍
  3. 针对经验丰富的管理层,直接展示具体数据和事实

期望管理沟通

  • 明确传达这是"阶段性成果"或"部分解决方案"
  • 强调"解决一部分问题也同样意味着利润的上升"
  • 明确声明并未放弃完整解决方案
  • 让客户知道他是"最优先对象"

第三阶段:深度参与与所有权转移(项目中期至结束)

避免"礼物式"交付

  • 不让解决方案仅仅作为礼物送给客户
  • 让客户实质性地处在解决问题的工作过程中
  • 确保客户对解决方案有深入的理解和参与感

所有权转移策略

  • 在培训或汇报时,让客户团队成员站起来讲解"他们开发的模型"
  • 关键认知转变:这不是麦肯锡的模型,不是顾问个人的模型——这就是客户自己的模型
  • 长期收益:客户对"自己的模型"的认同度和执行意愿远高于外部强加的方案

效果最大化

维度短期效果中期效果长期效果
客户层面满意度提升,感到被优先对待客户变得积极,工作变得轻松巩固合作关系,为后续工作创造有利条件
团队层面鼓舞士气增加信任,证明能力和认真态度建立能长期取悦客户的法则
商业层面部分价值提前实现项目压力缓解确保项目不会搁浅,实现长期成功

关键检查点

  • 客户是否实质性参与了问题解决过程?
  • 是否有计划地创造了早期胜利?
  • 沟通频率是否足够维持客户关注度?
  • 客户团队成员是否能主动讲解"他们的"解决方案?
  • 客户是否表现出对解决方案的拥有感而非被动接受?

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the Consulting Client Engagement AI skill do?

在管理咨询或企业诊断项目中,通过深度客户参与确保项目成功实施和长期效果。适用于需要客户深度支持、资源投入和最终执行承诺的复杂问题解决场景,特别是长期项目(3个月以上)需要分阶段交付价值的情况。

Why use Consulting Client Engagement on TypingMind?

Because you install it once and use it with any model. Consulting Client Engagement is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Consulting Client Engagement in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/MichaelRochonnn/mckinsey-bcg-consulting/tree/main/consulting-client-engagement. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Consulting Client Engagement?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Consulting Client Engagement?

As many as you like. As long as a model supports skills, you can use Consulting Client Engagement with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Consulting Client Engagement AI skill free?

It is published on GitHub by MichaelRochonnn. Check the repository for licensing terms. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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