DIAGLA Consulting template

Northgate Advisory Engagement Loop

How a consulting practice turns a discovery call into a project, measurable results and follow-on work.

See every view.

The same business as a Flywheel, Layers, a Pipeline, an Org chart, a Journey and a Timeline.

The engagement loop.

  • 1. Run discovery. Interviews and data to find the real problem.
  • 2. Write the proposal. Scope, approach, timeline and fee.
  • 3. Analyze and design. Build the plan with the client team.
  • 4. Put it in place. Work alongside the team to make it stick.
  • 5. Measure results. Compare the numbers to where they started.
  • 6. Plan what's next. Agree the next piece of work.

The client journey.

  • Has a discovery call. Explains the problem and goals.
  • Reads the proposal. Reviews scope, approach and fee.
  • Works with the team. Joins workshops and reviews.
  • Sees the numbers move. Reviews results against the start.
  • Starts the next project. Agrees the follow-on scope.

What comes out.

  • Measured results. Numbers that moved.
  • A working plan. Clear steps the team owns.
  • Stronger team. Skills that stay after the project.
  • Paid fees. Billed on the agreed scope.
  • Follow-on work. The next engagement.

Make it yours.In your own words.

Use this template, then tell the chat about your business. The names, steps, color and logo change to match.