What does this skill do?

The Skill Monthly Planner for Consultants generates a structured monthly business plan that includes a financial analysis, weekly plan, pipeline management, delivery schedule, and tracking metrics. It allows consultants to stop winging it in their day-to-day management and to balance project deliveries, new business acquisition, and revenue goals with the same rigor they apply to their clients.

Financial Assessment
Break down the revenue guaranteed by active contracts versus the amount you need to generate from new deals.
Structured Weekly Plan
Organize the 4 weeks of the month around key priorities, priority deliverables, sales initiatives, and internal management.
Pipeline Management
List each prospect along with their next step, deadline, probability of closing, and estimated value.
Delivery Schedule
A clear schedule of what each customer receives and on what date, preventing delays and oversights.

Usage examples

📅 Complete Monthly Plan
Create my monthly plan for May 2025 with a revenue goal of €22,000, 3 active clients, and 2 prospects in the pipeline.
💰 Revenue Analysis
Take a look at my guaranteed income for this month and tell me how many new projects I need to close to reach my goal of €15,000.
🗓️ Weekly Schedule
Spread out my LinkedIn reports and business activities over the 4 weeks of the month.
📊 Pipeline Tracking
Give me the next step, the probability of closing, and the estimated value for each prospect in my pipeline.

Features

Dual Financial Diagnosis Separate guaranteed revenue from renewals and active contracts from the amount that remains to be generated through new deals.
4-Week Weekly Plan Each week includes a key focus, priority deliverables, outreach activities, and internal management tasks.
Pipeline with Probabilities List each prospect along with its stage, next step, deadline, probability of closing, and estimated value.
Delivery Schedule by Customer A clear schedule showing what each customer receives and on what date, preventing delays and oversights.
Weekly Indicators Key metrics such as prospect meetings, completed deliveries, and closed sales to measure progress for the month.

Frequently asked questions

No. The skill works directly with Claude. You just need to provide your customer data, pipeline, shipments, and revenue target.
Yes. Although it is designed for consultants, any service professional who manages clients, the sales pipeline, and project deliverables can take advantage of the plan's structure.
It is recommended to do this at the beginning of each month. In addition, it is a good idea to review the plan you’ve created each week to adjust your course based on progress and changes.
Yes. The prompt is in the SKILL.md file, and you can adapt the output sections or management principles to your specific methodology.
Monthly Planner for Consultants — Business Plan with Claude AI

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