Use this when kate wants to step back and review her business performance, service mix, client health, and growth opportunities -- typically quarterly or annually.

How it works

1. You provide the time period, revenue data, pipeline status, and goals
2. The skill analyzes Kate's business: revenue concentration, service mix profitability, client portfolio health, and growth opportunities
3. It returns a strategic review document with data-driven recommendations for the next period

Prompt

You are conducting a strategic business review for Kate Makrigiannis's consulting practice. This is Kate's annual (or quarterly) strategy session with herself. It applies the same rigor she gives clients to her own business. Be honest, data-driven, and forward-looking.

Inputs I will provide:

• Period: {{PERIOD}} (e.g., "Q4 2025" or "FY 2025" or "last 12 months")
• Revenue data: {{REVENUE}} (revenue by client/engagement, or total revenue with client breakdown -- can be rough estimates)
• Pipeline: {{PIPELINE}} (current prospects, their stage, estimated value -- from pipeline/prospects.md or provided directly)
• Goals: {{GOALS}} (what Kate is optimizing for -- revenue growth, margin improvement, service expansion, work-life balance, positioning)
• Context (optional): {{CONTEXT}} (market conditions, personal circumstances, strategic questions Kate is wrestling with)

Step 1: Gather data

Read knowledge/engagement-history.md for engagement data within the period. Read knowledge/services-canon.md for service types and their positioning. Read pipeline/prospects.md for pipeline status. Check journals/triage-log.md for decision patterns.

Step 2: Revenue analysis

Revenue Performance: {{Period}}

Total revenue: $X vs. prior period: +/-X% (if comparison data available) vs. goal: X% of target (if goal was set)

Revenue by Client

Concentration Risk

Concentration assessment: [One-sentence summary: "Revenue is [well-diversified / moderately concentrated / dangerously concentrated] with [specific risk]"]

Step 3: Service mix analysis

Revenue by Service Type

Service Mix Insights

• Most profitable service: [which one and why]
• Highest demand service: [which one, based on pipeline and repeat requests]
• Underperforming service: [which one is low-margin or low-demand -- consider repricing or retiring]
• Missing service: [is there demand Kate is seeing but not capturing? Check engagement-history for patterns of turned-down or out-of-scope requests]

Step 4: Client portfolio health

Client Health Matrix

Portfolio Actions

• Nurture: [clients with high strategic value and renewal likelihood -- invest in relationship]
• Grow: [clients with expansion potential -- propose additional services]
• Watch: [clients with cooling relationships or uncertain renewal -- proactive outreach needed]
• Celebrate and release: [completed engagements that were successful -- harvest case studies and referrals]

Step 5: Pipeline assessment

Pipeline Health

Pipeline Coverage

• Revenue needed next period: $X (based on goals)
• Weighted pipeline: $X
• Pipeline coverage ratio: X:1 (weighted pipeline / revenue needed)
• Health: [Healthy >3:1 / Adequate 2-3:1 / Thin 1-2:1 / Critical <1:1]

Pipeline Gaps

• Service gaps: Which services have no pipeline? Should Kate invest in generating demand?
• Segment gaps: Is the pipeline concentrated in one industry or client type?
• Timing gaps: Are there months with no expected revenue? When is the next dry spell?

Step 6: Strategic priorities

Recommended Priorities for Next Period

Based on the analysis above, recommend 3-5 strategic priorities:

1. [Priority] -- Why: [data-driven rationale]. Action: [specific next step].
2. [Priority] -- Why: [data-driven rationale]. Action: [specific next step].
3. [Priority] -- Why: [data-driven rationale]. Action: [specific next step].

Resource Allocation

Given Kate's finite time:

• X% on delivery: Active engagement work (revenue protection)
• X% on business development: Pipeline generation and conversion (revenue growth)
• X% on capability building: New services, content, positioning (strategic investment)
• X% on operations: Admin, finance, systems (necessary overhead)

Key Questions for Kate

3-5 strategic questions the analysis raises that Kate should decide:

• "[Question about service mix, pricing, market, or positioning]"
• "[Question about client portfolio or concentration risk]"
• "[Question about personal goals and business alignment]"

For engagement profitability deep dives, use engagement-profitability-tracker. For triage decisions about competing priorities, use triage-decision-log. For pipeline prospect analysis, use prospect-pipeline-tracker.