# Consulting Operating Plan

This plan keeps consulting work concrete while CRM and signed proposal systems are still being selected.

## Sales Engineering Handoff

### 1. Lead qualification

- Owner: Saujas
- Artifact: Discovery note
- Evidence: Workflow, buyer decision, urgency, data sensitivity, budget signal, and stakeholder map.

### 2. Technical scoping

- Owner: Sanjay Prasad
- Artifact: Benchmark scope
- Evidence: Task families, candidate systems, scoring rubric, holdout plan, and replay requirements.

### 3. Sprint proposal

- Owner: Saujas
- Artifact: Proposal memo
- Evidence: Timeline, deliverables, access requirements, commercial assumptions, and acceptance gates.

### 4. Delivery review

- Owner: Sanjay Prasad and Saujas
- Artifact: Decision packet
- Evidence: Run table, trace links, risk register, deployment recommendation, and next sprint.


## Engagement Readiness Gates

- **Workflow specificity:** One workflow with owner, inputs, outputs, volume, and failure cost.
- **Evidence access:** Representative prompts, documents, tickets, traces, screenshots, or policies are available.
- **Decision deadline:** The buyer knows whether the sprint must answer buy, build, switch, ship, pause, or redesign.
- **Candidate systems:** At least two model/provider/agent routes and one baseline process are named.
- **Review owner:** A human reviewer can judge correctness, partial credit, and unacceptable failures.

## Delivery Artifacts

- **Workflow risk map:** Shows where the current process fails, what AI could improve, and what should remain human-reviewed.
- **Benchmark task packet:** Defines inputs, expected outputs, rubrics, holdouts, and evidence requirements before any model runs.
- **Run and trace ledger:** Captures model ids, prompts, artifacts, latency, cost, reviewer notes, and failure classes.
- **Deployment decision memo:** Turns evidence into a recommendation, fallback route, monitoring plan, and next-sprint backlog.