How To
How to Turn Your Consulting Framework into a Working AI Agent
Your Frameworks are the most valuable thing you own as a consultant. Learn how to encode them in the Account Brain so they work as intelligent agents delivering your thinking at scale.
No long-term contracts. Your IP stays yours.
The Problem With Current Approaches
Your Frameworks are the most valuable thing you own as a consultant. Learn how to encode them in the Account Brain so they work as intelligent agents delivering your thinking at scale.
- ✕Document Your Framework as Decision Logic
- ✕Encode the Logic in Your Account Brain
- ✕Attach Skills to Framework Stages
- ✕Run Your Framework Agent in Client Workspaces
How to Do It with Client Intelligence
Step 1: Document Your Framework as Decision Logic
Reframe your Framework as a series of decisions. What data do I gather first? What questions do I ask? What does each answer tell me? What actions follow? This becomes the agent logic.
Step 2: Encode the Logic in Your Account Brain
Upload your decision Framework in structured form using Brain Dump mode. Include diagnostic questions, decision criteria, and output formats for each scenario.
Step 3: Attach Skills to Framework Stages
Use the 16 Client Intelligence Skills to attach specific AI capabilities to specific stages of your Framework. Research for diagnosis, drafting for recommendations, analysis for review.
Step 4: Run Your Framework Agent in Client Workspaces
Deploy your Framework agent within each client Workspace. It has access to that client context and your methodology simultaneously. Personalized and systematized at once.
Real Results from Real Practices
The Expert-in-a-Box Vision
Priya had built a diagnostic Framework for identifying conversion problems that consultants spent months learning. She wanted to encode it so junior team members could run it.
Outcome
After encoding her Framework in the Account Brain, junior team members produce diagnostic outputs as accurate as Priya own. She has multiplied her expertise across her team.
The Due Diligence Framework
Marcus ran acquisition due diligence for PE clients. Every deal required applying a 40-point Framework manually. It was consistent but slow.
Outcome
His due diligence Framework now runs as an agent in Client Intelligence Workspaces. He applies it to each deal in hours instead of weeks. He took on three more deals last quarter.
The Repeatable Growth Playbook
Oliver had a growth playbook that worked for SaaS businesses at specific stages. He ran it manually for clients. It was excellent, but only he could run it.
Outcome
After encoding it in the Account Brain, Oliver associate applies the playbook accurately in client Workspaces. Oliver focuses on client relationships and novel strategy while the playbook executes.
Frequently Asked Questions
Is there a difference between encoding a Framework and building an agent?
An encoded Framework is passive. You apply it. An agent uses it to take actions and generate outputs. Client Intelligence Skills system lets you move from passive encoding to active agent behavior.
Do I need technical expertise to build an agent?
No coding required. You describe your Framework logic in natural language and Client Intelligence structures it into agent behavior. The system is designed for experts, not engineers.
Can my Framework agent learn and improve over time?
As you refine your Account Brain by adding new examples, correcting edge cases, and updating decision logic, your Framework agent improves for all future client applications.
What kinds of Frameworks work best as agents?
Diagnostic Frameworks, scoring models, research workflows, and multi-step assessment processes are ideal. Any Framework with clear steps and criteria is highly agentizable.
Ready to Put This Into Practice?
Client Intelligence gives you the per-client memory, framework encoding, and delivery leverage you need. No long-term contracts.
Your IP stays yours