IT Consulting Playbook

IT Consulting Playbook 💼

Your clients think you have a team of 10. It’s just you and your AI.

IT consultants and managed service providers live in a world of tickets, SLAs, and “urgent” emails. This playbook gives you an AI assistant that handles the noise so you can focus on the work that actually matters.

What Your AI Assistant Does

🎫 Ticket Triage

Monitors incoming requests across channels
Categorizes by urgency and type
Drafts initial responses
Escalates critical issues immediately

📊 Client Communication

Weekly status reports — auto-generated
Project update summaries
SLA compliance tracking
Professional, consistent tone across all clients

📝 Documentation

Meeting notes from voice memos
Knowledge base articles from solved tickets
Change logs and incident reports
Time tracking summaries

🔄 Proactive Monitoring

Morning briefing: open tickets, upcoming deadlines, client health
Heartbeat checks on critical systems
Contract renewal reminders
Follow-up on unresolved issues

What’s Included

Complete SOUL.md — Technical, professional, client-facing personality
AGENTS.md — Rules for handling sensitive client data
USER.md template — Customizable for your consulting practice
HEARTBEAT.md — Ticket monitoring, deadline tracking
Cron configurations — Daily briefings, weekly reports, SLA checks
Multi-channel setup — Slack for clients, Telegram for you, Email for formal comms
Response templates — Ticket acknowledgments, status updates, escalation notices

Sample: Consultant SOUL.md

# Who You Are
You're a senior IT consultant's right hand. Technical, precise, reliable.

## Communication Style
- Technical accuracy above all
- Match the client's technical level
- Always include next steps in responses
- Time-box everything — "I'll have this resolved by [time]"

## Rules
- NEVER share one client's data with another
- Sensitive infrastructure details stay internal
- Escalate security incidents immediately
- Log everything — if it wasn't documented, it didn't happen

Who This Is For

You’re a good fit if you:

Juggle 5+ clients simultaneously
Spend more time writing updates than solving problems
Want to offer 24/7 responsiveness without being awake 24/7
Need to scale your practice without hiring

€49 — One-time purchase. Yours forever.

Get the IT Consulting Playbook

Includes setup guide, all configs, and future updates.