A client advisor in Slack
A Slack advisor for an active consulting engagement, answering from the client's project context and bringing me in when needed.
The purpose
Client questions arrive between meetings. A useful answer needs the history of the engagement, without mixing in another client's information.
How it works
An answer, or a conversation with me
A client question moves through engagement context to an answer or a handoff to me.
Explore an example route
Example route: a question needs my review.
Arrow keys step through the route. Home returns to the full process. Follow keeps the current step in view.
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Client Step 1: Ask a question Slack
- Hands off
- Client question to step 2, Load engagement context
-
Advisor Step 2: Load engagement context Client knowledge
- Receives
- Client question from step 1
- Hands off
- Relevant context to step 3, Can the Advisor answer?
-
Advisor Step 3: Can the Advisor answer? Scope of the question
- Receives
- Relevant context from step 2
- Hands off
- Yes: within scope to step 4, Reply to the clientNo: needs review to step 5, Review the question
-
From step 3 · Yes: within scope Advisor Step 4: Reply to the client Slack
- Receives
- Yes: within scope from step 3
- Ends here
- One possible ending of the process.
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From step 3 · No: needs review Fred Step 5: Review the question Operator view
- Receives
- No: needs review from step 3
- Hands off
- Reviewed question to step 6, Respond to the client
-
Fred Step 6: Respond to the client Client conversation
- Receives
- Reviewed question from step 5
- Ends here
- One possible ending of the process.
- One example route. All alternatives stay visible.
- A decision
- Dashed while playing: not on this route
Read the process and handoffs
- Ask a question
Client · Slack.
- Client question: Load engagement context.
- Load engagement context
Advisor · Client knowledge.
- Relevant context: Can the Advisor answer?.
- Can the Advisor answer?
Advisor · Scope of the question.
- Yes: within scope: Reply to the client.
- No: needs review: Review the question.
- Reply to the client
Advisor · Slack.
- Review the question
Fred · Operator view.
- Reviewed question: Respond to the client.
- Respond to the client
Fred · Client conversation.
My part
I designed and built the Slack integration, knowledge boundaries, and review controls. I maintain the context it answers from.
In practice
I use it to support a client between our direct conversations and review the questions that need my attention.
The Advisor supports the engagement. Pricing, scope changes, and commitments stay with me.
Want to know more?
Client and proprietary details stay private. Get in touch if you would like to discuss this project.
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