What does this skill do?

Skill’s Strategic Marketing Diagnosis applies a replicable five-pillar framework to assess a potential client’s marketing and sales situation. It evaluates positioning, lead generation, the sales process, delivery, and digital presence; identifies the main bottleneck; and generates a professional report with a prioritized action plan that justifies hiring your consulting firm.

Preparing for a Diagnostic Meeting
Organize the client's information before the meeting so you can present a clear and professional analysis.
Payment Diagnosis as an Input Product
Turn the diagnosis into an initial billable service with a deliverable that offers high perceived value.
Standardized Consulting Methodology
Define a replicable initial process for all your clients using a consistent framework.
Customer Onboarding Materials
Generate the diagnostic report that you provide to new clients during the onboarding process.

Usage examples

🎯 Coach's Assessment
Rodrigo is an executive leadership coach who earns €18,000 per month—all from referrals—and wants to reach €35,000 per month. Conduct a strategic assessment for him.
📊 IT Consultant
Lucas provides digital transformation consulting services to small and medium-sized businesses, has a monthly revenue of 12,000 euros, and aims to reach 30,000 euros per month within six months. He assesses his five pillars.
📋 Prospecting Meeting
I have a meeting with a potential client who offers accounting services. Please prepare a preliminary analysis for me using the data I already have.
🔧 Customer Onboarding
Please generate the initial diagnostic report for my new marketing consulting client based on the information from the onboarding form.

Features

Assessment of 5 Critical Pillars Search engine optimization, lead generation, sales process, delivery and retention, and digital presence, rated on a scale of 1 to 10.
Identifying the Bottleneck It automatically identifies the weakest pillar that has the greatest impact on growth and designates it as the starting point.
Sequenced Priority Plan Generate a recommendation on what to attack first, second, and third, along with a strategic justification.
Executive Diagnosis in 3 Sentences Summarize the complete diagnosis in a brief text that you can read aloud to the client during the meeting.
Professional Justification Report The deliverable is designed to demonstrate methodological expertise and justify hiring your consulting firm.

Frequently asked questions

No. The skill works only with Claude AI. You just need to gather the customer's information and fill in the fields in the prompt.
Yes. After generating the report, you can customize the language and format to match your consulting firm's brand identity.
The framework is designed for service companies and consultants. It works especially well for coaches, consultants, and B2B service agencies.
Yes. The diagnosis is intended to be used as a billable entry-level product or initial service, with a deliverable that is perceived as having high value.

Related skills

More skills in the same category:

Strategic Marketing Assessment — Consulting with Claude AI

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