Topics Jeremy covers
Engagement pricing and packaging
How to price AI discovery engagements so the diagnostic itself is profitable, not just a loss-leader for implementation. Jeremy covers flat-rate versus hourly models, tier design for solo practitioners versus multi-consultant teams, and the financial math behind per-seat pricing at scale. His pricing frameworks are drawn from real Audity engagement data, not theory.
Deliverable quality control
Templating and review workflows that let associates produce client-ready audit reports, stakeholder memos, and implementation roadmaps without routing every deliverable back through the founding partner. Jeremy writes about the QA gates, structured review checklists, and formatting standards that keep output quality consistent as headcount grows.
Partner program operations
Running a consulting partner channel where each partner owns their client relationship and delivers under their own brand. Jeremy covers onboarding sequences, revenue-share mechanics, quality thresholds for partner-delivered audits, and the operating infrastructure that lets dozens of independent consultants use Audity without creating support overhead that erodes margin.
Scaling a boutique firm without diluting senior judgment
The operational gap between a solo consultant who does everything and a firm that can run multiple concurrent engagements. Jeremy writes about the specific handoff points (client intake, discovery interviews, synthesis, deliverable assembly) where systematization lets junior team members carry work that previously required the founder in the room.
Financial services to consulting crossover
Lessons from mortgage origination and underwriting that transfer directly to structured advisory work: documentation rigor, client deliverables that survive regulatory scrutiny, compliance-grade traceability in recommendations, and the discipline of never shipping a deliverable the firm cannot defend under inspection. Jeremy is the bridge between financial services process discipline and AI consulting methodology.
Articles by Jeremy(10)
Why Your Firm's Pipeline Shouldn't Wait for the New Website (And the One Link That Fixes It)
A branded assessment link gives an established consulting firm a permanent top-of-funnel for AI readiness leads from LinkedIn, email, and DMs, without waiting for the new site to launch.
Why Your Firm Needs to Choose Its Own AI Model (And What It Costs When You Can't)
When one AI model powers every readiness assessment your firm runs, you lose EU clients to compliance objections, fight stiff report language, and cap the depth of your premium engagements. Choosing your own model fixes all three.
Scaling a Consulting Firm Without Cloning the Founder
Your firm's growth is capped because every engagement runs through you. Here is how a traditional consulting firm moves the front half of discovery off the founder and onto a team running one repeatable workflow.
Auto-Generated Stakeholder Memos: Stop Being the Only Person Who Can Deliver Findings
When the method lives in your head, only you can write the client-facing memos. Auto-generated stakeholder memos let your team deliver role-specific findings without you in the room, so the founder stops being the bottleneck on every engagement.
Why Executives Ignore Discovery Reports (And What a Consulting Prioritization Matrix Fixes)
Executives skim discovery reports in 90 seconds, then default to whatever they already planned. A consulting prioritization matrix lets your associates present a defensible, board-ready deliverable without the founder in the room.
Stop writing interview questions from scratch. Role-specific AI questionnaires let your team run structured discovery on every engagement without you in the room.
How to Use an AI Readiness Assessment to Pre-Qualify Consulting Clients (and Stop Wasting Discovery Calls)
If your lead consultant is still on every discovery call, you've capped your firm. Here's how an AI readiness assessment lets associates pre-qualify prospects so senior talent only takes the calls worth taking.
Manual intake quietly eats 8-12 hours of every engagement before you produce a single insight. Here is how a consulting firm automates client intake so the diagnostic starts clean on day one.
Three-Phase Audit Synthesis: Take the Method Out of Your Head
When the synthesis step lives only in the founder's head, the firm caps out at eight engagements a year. Here is how a consulting firm makes cross-source analysis repeatable so the team can run it.
AI Interview Analysis for Consultants: How to Stop Being the Only Person Who Can Synthesize Stakeholder Data
Interview synthesis stays on the founder's desk because pattern-matching looks like senior judgment. Here is how a consulting firm moves it onto infrastructure its associates can run consistently.
Article summaries
A branded assessment link gives an established consulting firm a permanent top-of-funnel for AI readiness leads from LinkedIn, email, and DMs, without waiting for the new site to launch.
When one AI model powers every readiness assessment your firm runs, you lose EU clients to compliance objections, fight stiff report language, and cap the depth of your premium engagements. Choosing your own model fixes all three.
Your firm's growth is capped because every engagement runs through you. Here is how a traditional consulting firm moves the front half of discovery off the founder and onto a team running one repeatable workflow.
When the method lives in your head, only you can write the client-facing memos. Auto-generated stakeholder memos let your team deliver role-specific findings without you in the room, so the founder stops being the bottleneck on every engagement.
Executives skim discovery reports in 90 seconds, then default to whatever they already planned. A consulting prioritization matrix lets your associates present a defensible, board-ready deliverable without the founder in the room.
Stop writing interview questions from scratch. Role-specific AI questionnaires let your team run structured discovery on every engagement without you in the room.
If your lead consultant is still on every discovery call, you've capped your firm. Here's how an AI readiness assessment lets associates pre-qualify prospects so senior talent only takes the calls worth taking.
Manual intake quietly eats 8-12 hours of every engagement before you produce a single insight. Here is how a consulting firm automates client intake so the diagnostic starts clean on day one.
When the synthesis step lives only in the founder's head, the firm caps out at eight engagements a year. Here is how a consulting firm makes cross-source analysis repeatable so the team can run it.
Interview synthesis stays on the founder's desk because pattern-matching looks like senior judgment. Here is how a consulting firm moves it onto infrastructure its associates can run consistently.