How Can Consultants Offer Clients a Done-With-You AI That Walks Them Through Strategy?
Consultants can offer clients a Done-With-You AI experience by building a specialized strategy agent, training it extensively on their workshop materials, and embedding it within a secure client environment for step-by-step guidance and real-time feedback on strategic exercises.
In the current consulting landscape, clients often want the deep insight provided by high-level strategy but also need support during the messy process of implementation. They need someone or something to walk them through applying complex concepts to their specific reality. This need for guided application is where the Done-With-You AI model shines, bridging the gap between high-cost consulting and overwhelming self-service tools. This approach leverages modern AI capabilities to make strategic frameworks executable for the client.
Why Done-With-You AI Replaces Traditional Handholding
The traditional Done-With-You (DWY) model often involves heavy project management time from consultants. The AI takes on the role of the tireless associate, ensuring clients adhere to the strategic structure you designed.
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Consistency: The AI never gets tired or varies its delivery of your established process.
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Immediacy: Strategy execution doesn’t have to wait for the next weekly call.
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Data Collection: The AI systematically captures the client’s inputs and decisions, providing you with highly structured data before review calls, enhancing the value of your limited human time.
Step 1: Structuring Your Strategy Workflow for AI Consumption
For the Done-With-You AI to work, your strategic playbook must be highly modular. A complex strategy session needs to be broken down into sequential, interactive turns. For instance, if your strategy involves a SWOT analysis followed by a Go-To-Market (GTM) plan, each must be a distinct conversational node.
Research on strategic AI tools shows that structured workflows lead to better output because the AI is guided by a clear architecture.
Step 2: Building the Strategic Agent on LaunchLemonade
The core of the DWY experience is creating an agent that acts as your strategic co-pilot.
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Create a New Lemonade: Start by defining the scope of the strategic guidance required.
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Choose a Model: Select a model appropriate for business analysis and nuanced advice.
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Make Clear Instructions: This instruction set must clearly define the agent’s strategic role. Example instruction: “You are a firm-specific Growth Strategy Assistant. You will lead the client through the 5-step Growth Model. For each step, present only the required input task. Do not offer the next step until the user explicitly confirms completion of the current task.”
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Upload Your Custom Knowledge: Load all proprietary strategy templates, market research summaries, pricing models, or competitive analysis tools you use. This knowledge allows the AI to ground its interaction in your specific thinking.
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Run Lemonade and Test: Rigorously test the agent. If you input hypothetical company data, does the agent correctly guide the user through the next phase of your GTM plan, asking for the specifics you require?
Step 3: Implementing the Collaborative Interaction Loop
The true measure of a Done-With-You AI is its ability to collaborate. The agent must not just present information, it must prompt for action and validate inputs.
Guided Exercise Prompts
Use your initial instructions (or system prompt) to define the conversational cadence. When the client needs to perform a vision mapping exercise, the AI should:
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Contextualize: Explain why this step matters according to your methodology.
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Instruct: Give a precise command on what input is needed.
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Validate: Check the user’s response against internal criteria (e.g., “Your vision statement must contain language relating to market dominance and customer delight”).
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Advance: Only proceed to the next strategic step after validation is satisfactory.
This structured sequence prevents clients from jumping ahead or delivering incomplete work, ensuring alignment with your strategic process.
Step 4: Seamless Integration for Client Access
To truly deliver a Done-With-You AI experience, the agent must be easily accessible where the client already operates. This usually means embedding it within a portal (as discussed previously) or providing direct, branded access via a secure link.
The benefit of this integration is that the client feels they are working with your system, not just on their notes. They are actively building out the strategy under the gentle, firm guidance of your AI methodology. When you finally meet with the client, you are reviewing completed, high-quality strategic work created by the DWY AI, not starting from scratch.
Step 5: Monetizing the Strategic Guidance Product
A Done-With-You AI strategically shifts your revenue model. You can charge a premium for the automated implementation layer. Clients pay less for your time spent drilling them on basic concepts and more for your high-level review and critical judgment on the final output synthesized by the AI. This leverages AI to lower your cost-to-serve while maintaining high perceived value, a concept that allows many businesses to effectively package their best IP.
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