After the holidays is the perfect time to sit down with clients and help them build their strategic plan for 2026. Today's workflow is a comprehensive guide to developing a strategic plan for your clients. You should run the workflow and enter the context that is particular to your client. You will end up with a one page strategic plan that you should present to your client. This working draft would have taken weeks without this workflow.
It will take you no more than three hours to produce and review the plan. The next step is to schedule two hours with your client to review the plan and collaborate on any edits. This should be used to set up a quarterly cadence to review the plan and make any desired changes using the efficiency of the original workflow. You should charge 15k to 30k for this work depending upon the size of the client.
DM me if you want the workflow. You need to understand how to use AI for it to be effective. Strong workflows and context are the difference between success and failure. It is not the LLM.
If you want to learn about how you can partner with me to bring the first AI enabled electronic operating system to your clients, email me at bkerrigan@excelerating.com. This will allow you to provide industry leading insights and end the feast or famine cycle that is the plague for all consultants, coaches, and fractional executives.