Consulting Practice

How it works

The mechanics of this kit, plainly — what runs and when, where the data lands, and what you look at.

• Call planner runs each weekday at 7am and keeps the The Practice dashboard fresh. Each weekday at seven: today's sessions, and a brief written for every one that needs it.
• Practice review runs fridays at 4pm and keeps the The Practice dashboard fresh. Fridays: what is left to deliver against what you sold, what looks worth invoicing, and what the practice keeps circling.
• What is captured lands in the Practice roster record, which lives at Data/Practice Roster in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Session log record, which lives at Data/Session Log in your vault — yours to open, search, and edit like any other file.
• The The Practice dashboard reads from the record and shows, at a glance: this week's sessions · engagements on the roster · briefs ready · where the engagements stand · sessions still to run, by engagement · the roster · every session, and what was committed to · every session, searchable · themes across clients · how this board reads.

The wiring, in one breath: Glade holds Session notes · Glade holds Brief builder · Session notes writes to Session log · Call planner writes to Session log · Session notes writes to Practice roster · Call planner writes to Practice roster · Practice roster shown by The Practice · Session log shown by The Practice · The Practice kept fresh by Call planner · The Practice kept fresh by Practice review · Call planner run by Glade · Practice review run by Glade.

Getting the most from it

A kit earns its place when it changes what you look at and what you say, not when it is installed. This is the rhythm that makes it pay.

• Read the morning card before the first session, not the board — that is the whole point of the seven o’clock run. It names the day’s sessions with their briefs, and the brief itself is a document in your vault you can open on the way in. The board is for Friday.
• Say the session out loud the moment you come out of it: "just came out of Dana’s — we did the charter thing, she’s bringing it next time." Session notes writes the note, files it under her, puts what SHE committed to on its own row, and moves the engagement’s count. Thirty seconds then is worth an hour of trying to reconstruct it on a Sunday, and the commitments column is the thing the next brief opens with.
• Be strict about what goes in "what they committed to". It is what the CLIENT said they would do — not what you agreed to send, and not what you think they should do. Anything you owe belongs in the notes. The column is only worth anything because it holds one kind of thing, and it is the single best question to open a session with.
• Use Sessions still to run as the honest signal on Friday. It is the arithmetic — contracted, minus the sessions the log records as held — and the two figures behind every bar are in the roster table below it, so you can check the sum rather than trust it. It is what tells you a client is about to run out of sessions while you are still planning the next one.
• Ask Glade rather than searching: "where are we with Tomas?", "what did Marco commit to last time?", "who has gone quiet?" It reads the roster and the log and answers from what is written, and it will say plainly when something is not in the record rather than filling the gap.
• Let the themes panel be about the practice, never about a person. It names what came up in more than one engagement and how many — which is where a talk, a post or a change to how you work comes from. It will never name a client in it, and Glade will not carry what one client said into another’s brief even if you ask.

Make it yours

Nothing here is fixed. The pieces are ordinary agents, routines, records and dashboards, so anything you know about shaping those applies. Retire whatever earns nothing.

Things people usually change first

Say any of these in chat, or edit them on the kit’s page in the app.

• When the morning card lands — weekdays at seven out of the box — and when the review runs, or pausing either and keeping the roster and the log as they are.
• Whether every session gets a brief, or only the ones you ask for. Said once and remembered.
• Which meeting series are never engagements, and your own organisation’s domain so internal meetings are never filed. One line each, and the run stops suggesting them.
• What was contracted, the terms and the rate on any engagement — yours alone, written as you give them. Nothing estimates a rate, and a blank stays blank.
• The phase an engagement is in. It moves only when you say so: running out of contracted sessions does not make something "wrapping up", and nothing is closed without your word.
• Whether a recorder feeds the notes. Read AI or Plaud can be connected under Connectors if you want transcripts read into a session note; nothing reaches one until you do.

Your first run

Installing starts a short setup conversation — not a form. Answer roughly, correct later.

1. Adding the Kit offers the first run right away: connect your calendar and email on the same screen, start it with one tap, and Glade reads back through a year of your calendar for the meetings you hold again and again with someone outside your own organisation. Each becomes an engagement on the roster, with every session it can see you already held against it. Where a calendar entry is too thin to say who it was with, it reads the subject line of the mail that arranged it — for that fact and nothing else.
2. Prefer not to connect? Say so and Glade builds the roster with you instead, one engagement at a time — the client, what the work is, what you contracted for, roughly how many sessions you have run. The Call planner sits on your Routines screen if you change your mind later.
3. When the first run finishes, Glade leaves a short note saying what it filed and asks for twenty minutes on the three things a calendar cannot know: which of these are really engagements (a standing internal meeting is not), what was contracted for each and on what terms, and how many of those sessions you have actually used. It writes your figures as you give them and never estimates a rate.
4. From then on the Call planner runs each weekday at seven: it puts anything newly booked on the log, writes the brief for every session in the next two days that has not got one, redraws the week ahead, and leaves a card only when the day actually holds something. The Practice review runs on Fridays.
5. Glade never contacts a client, never drafts to one, never writes to your calendar, and never carries anything from one client’s sessions into another’s brief.

Watch the first pass, then tell it what you would have done differently — that correction teaches it more than any setup could.

The essentials

Learning, preferences and run costs work the same in every kit — so they are covered once, in the Kits guide.

Living with a Kit — the Kits guide →

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