# Consultancy

## Lead Consultancy Calls

Before the start of a project, clients often need help to make the best choice on the right purchase. If you lead the call(s), you need to be prepared for it, speak confidently and [act professionally](https://docs.deepwork.studio/working-at-deep-work/quick-start-guide/work-etiquette#general-etiquette). You main task is to provide value and evidence-based advice in the realm of your expertise. If the client is a fit for Deep Work, you present how a collaboration might look.

[consultancy](https://docs.deepwork.studio/teams-departments/deep-work-studio/projects/consultancy "mention")

{% hint style="warning" %}
When you are on duty to lead the consultation calls, you need to make sure that they are bookable **at least two weeks in advance** at any given day.

Ask other consultancy members if you want to hand off the duty (see [end of duty section](#end-of-consultancy-duty) below).
{% endhint %}

### Calendly set up before the week starts

* Make sure your availability is open on Calendly - **please check that you have opened the correct times and dates via** <https://calendly.com/d/cp9-jrc-5g2/deep-work-creative-directors?month=2022-04> &#x20;
* You should be available for:&#x20;
  * At least four days in the week,&#x20;
  * At least five hours per day,&#x20;
  * At least one day between 6pm and 9pm CET for US clients&#x20;
  * At least one day between 10am and 12pm CET for Eastern time zones&#x20;
  * *The above is absolute minimums and it is recommended to be open as much as possible to make sure Deep Work has a steady funnel of clients.*&#x20;

### Consultancy calls

**Overview:**

* Understand the client's problems.&#x20;
* Intro Deep Work&#x20;
* Show a case study relevant to the client's problem. When you show the case study, mention the duration in days and the team members (e.g. 1 workshop facilitator, 1 product designer, 1 user researcher).
* Receive feedback and questions&#x20;
* Propose and work out the best option. You can refer to the pricing on our website or from the proposals in Notion.
* When asked for the earliest starting date, make sure you leave enough time for the client team to prepare (even if a Deep Work Studio team is available right away) but they also don't need to wait.

**Outdated longer overview of the call structure:**

{% content-ref url="consultancy/first-sales-call-with-lead" %}
[first-sales-call-with-lead](https://docs.deepwork.studio/teams-departments/deep-work-studio/roles/client-consulting/consultancy/first-sales-call-with-lead)
{% endcontent-ref %}

### Debrief and inform the other Creative Directors

After each consultation call with a client, please make sure you debrief by filling out [this Typeform](https://deepworkstudio.typeform.com/to/v081NtEP). It will ping a message with your summary and notes to the #new-projects channel, which is exclusive for Creative Directors and current collaborators.&#x20;

Try to provide as much context as possible so it's clear what the next steps are.

## End of consultancy duty

At the end of a week taking consultancy calls, you need to:&#x20;

* Record a video summary for other Creative Directors with any information they might need to know.&#x20;
* Make sure the next two weeks of Calendly are open and someone is set to do the weeks (so there are always open slots).&#x20;

You remain responsible for any active clients or negotiations, but can lean on the active Creative Director on a Consultancy Week project or handover.&#x20;

If you're available the following week and happy to brief the active Creative Director as and when a client replies or there is an update. You do not need to record a video summary.&#x20;