Professional Services
professional-services.pack.json · v1.0.0 · by Workjet
Clients, engagements, SOWs, weekly status, QBRs, renewals, invoicing narratives — for any billable service business (design studios, dev shops, bookkeeping, coaching, architecture, IT services).
Install
Authenticate to Workjet, download the pack JSON, and POST it to /packs/install. Idempotent — re-installing upgrades in place.
curl -L -o professional-services.pack.json \
https://workjet.dev/packs/professional-services.pack.json
curl -X POST https://api.workjet.dev/packs/install \
-H "Authorization: Bearer $WORKJET_API_KEY" \
-H "Content-Type: application/json" \
--data @professional-services.pack.jsonWorkspace profiles
Ship with these roles. Each is a pane layout + a skill palette + recommended tools.
Account Lead
DefaultPrimary client owner. Runs weekly status, QBRs, renewals, and escalations.
Delivery / Practitioner
Does the work. Drafts deliverables, runs QA passes, contributes to status updates.
Practice Manager / Ops
Capacity planning, utilization, margin, portfolio health.
Principal / Partner
Sales, contracts, executive relationships, final review.
Skills
19 peer-tested skills, each with system prompt + tool wiring + example inputs.
qualification-brief
Inbound lead → structured qualification memo with fit score + recommendation.
intake
sow-drafter
Discovery notes → complete Statement of Work with scope, fees, timeline, assumptions.
intake
proposal-drafter
Qualified lead → shortform proposal with approach + investment + references.
intake
kickoff-brief
Signed SOW → internal + external kickoff packet.
intake
weekly-status-update
Week's activity → client-ready status email in firm format.
delivery
client-call-prep
Upcoming client meeting → prep pack with goal, data, traps, one question to leave with.
delivery
client-call-summary
Call transcript → structured recap with decisions + action items + sentiment note.
delivery
deliverable-qa-review
Draft deliverable → red-team review before it leaves the building.
delivery
scope-change-memo
Scope drift trigger → client-facing change memo with impact + repricing.
delivery
monthly-engagement-report
Month's activity → 1-page client-facing recap with outcomes + what's next.
reporting
invoice-memo
Billing period close → plain-language invoice narrative.
reporting
engagement-health-memo
Weekly account-lead pulse on engagement health.
delivery
portfolio-health-digest
Weekly digest of every active engagement's health for leadership.
operations
margin-utilization-review
Per-engagement profitability review — hours, revenue, net margin, flag list.
operations
staffing-move-memo
Proposed staffing change → impact memo with rationale for the team + client.
operations
qbr-prep-pack
90-day data → full Quarterly Business Review deck with narrative.
renewal
renewal-risk-memo
120-day renewal-risk call for every client in pipe.
renewal
case-study-drafter
Client win → publishable case study with metrics + quote + disclosure review.
renewal
farewell-handoff-memo
Engagement ending → graceful handoff memo (client-facing + internal).
offboarding
Workflows
Weekly Client Update
sequentialSequential: summarize week's delivery activity → draft client-ready status → QA pass.
- Summarize the week engagement-health-memo
- Draft client update weekly-status-update
- QA pass deliverable-qa-review
Automations
Monday Portfolio Digest
30 7 * * 1 Monday 7:30am — portfolio health brief for the principal + ops lead.
tz: America/New_York
Friday Weekly Update Queue
0 16 * * 5 Friday 4pm — drafts a weekly status update for every active client, queued for account-lead review.
tz: America/New_York
Recommended tools
MCP connectors this pack assumes. Install them from the Workjet tool palette.