# Explain a consulting engagement without a pitch deck.

By Hilvy. Updated 2026-10-25.

Pick one offer and review its page with somebody outside the practice. Use approved or anonymised material only.

Output: A plain-language engagement brief and evidence-led page outline.

- [ ] Write the trigger for the work.
  Describe the decision or problem that makes a client seek help now.
  Keep: One concrete starting situation.
  Owner: ____________________
  Notes: ____________________

- [ ] Show what happens in the engagement.
  Name activities, participants and decisions without unexplained methodology labels.
  Keep: A short working sequence.
  Owner: ____________________
  Notes: ____________________

- [ ] Specify the useful outputs.
  Distinguish a report, workshop or implementation plan from promised business outcomes.
  Keep: A deliverable and scope list.
  Owner: ____________________
  Notes: ____________________

- [ ] Find an approved example.
  Confirm what case detail or evidence can be shared and who approves it.
  Keep: A usable case reference.
  Owner: ____________________
  Notes: ____________________

- [ ] Choose the first conversation.
  State what the prospect should bring and which consultant receives the enquiry.
  Keep: An introductory-call brief.
  Owner: ____________________
  Notes: ____________________

A blank review worksheet from Hilvy. Checkbox changes on the web page are not included in this download.
This is not an audit, certification, legal advice or a guarantee of search performance.
https://www.hilvy.io