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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.

Paper-craft Fred compares project documents with a client conversation on a laptop.

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

  1. Client question

    In the existing Slack conversation

  2. Engagement context

    Only that client's approved knowledge

  3. Answer or handoff

    Reply in scope; involve me when needed

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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