How a solo consultant uses a client delivery agent
Written by a working solo consultant. Updated . Markdown version.
A client delivery agent turns session notes into a status update, an agenda, or a handoff the client can use.
You check the facts against your notes, edit the language, and send the note yourself.
The AI agent keeps delivery writing from stacking up between calls.
Which delivery docs are worth drafting?
Start with the three you already send. A status update after a working session. An agenda before the next one. A short handoff when a phase ends. Skip formats you do not use.
Each doc has a reader. The status update is for the client who was in the room. The agenda is for that same client, so they can prepare. The handoff is for whoever will use the work after you leave the call.
What notes should you paste?
Paste the rough notes from the session, the decisions, and the open questions. Include dates and owners if you wrote them down. The agent should not fill a blank owner with a guess.
Keep one sample of each doc that a client actually used. When a draft gets fluffy, point at the sample and ask for the same shape: what changed, what is next, what you need from them.
How do you handle more than one client?
Run the role once per client, with that client's notes only. Mixing two clients in one paste is how a name or a number lands in the wrong update.
The morning brief from the chief of staff can remind you which client is due a note. The delivery agent writes that note. You still send it.
How do you set up the delivery agent?
- Pick the three docs. Status, agenda, and handoff. Write one sentence on who reads each one, and put it in the agent persona.
- Paste a real sample of each. Use docs a client received. Strip nothing that shows the shape. Remove only what is still confidential if you must.
- State the fact rule. Decisions, dates, and owners come from the notes. If the notes are silent, the draft says so.
- Run it on the last session. Draft the status update you should have sent. Compare it with what you remember. Fix the gaps in the notes, not only in the prose.
- Send the next one yourself. Use the following session as the first live run. Edit, then send from your mail.
- Separate clients. One paste, one client. Name the client at the top so you can see it before you copy anything out.
What does a delivery routine look like?
| When | What happens |
|---|---|
| Day before a session | Draft the agenda from the last status note and the open questions. |
| Same day, after the session | Paste the new notes. Draft the status update while the call is still clear. |
| End of a phase | Draft the handoff: what was decided, what is in the files, what the client does next. |
| Friday | Check which clients are missing a note you promised. Draft only those. |
What are the approval rules?
The delivery agent may draft from the notes of one named client. You confirm the facts and send. That send is the approval gate.
It may not email the client or drop a file into their workspace. You do that after you read the draft.
It may not add a decision, a date, or an owner that is not in the notes. Silence stays visible as an open question.
It may not blend two clients. If the paste contains a second name you did not intend, stop and split the notes.
It may not soften a hard open item into a vague next step. The client should see the same gap you see.
Common questions
Should the status update sound formal?
Match the sample you were glad you sent. Some clients want five lines. Some want headings. The sample is the spec.
What if my notes are messy?
The draft will be messy in the same places. Clean the decision and the owner in the notes first. Then ask for the status update again.
Can it write the workshop itself?
It can draft an agenda and a follow-up. The live session is still your work. Do not hand a client an exercise you have not read.
Where is the full setup?
The full kit includes the client delivery role. The free PDF places it on the org chart. Pair it with the chief of staff if you want the morning brief to remind you which note is due.
Terms used here
Playbooks for this work
- The Solo Consultant's Agent Org Chart
Free PDF. The map of the eight roles.
- The Full Agent Team Kit
The full kit. Launch price $79. Regular price $99.