Town for Consultants | The unusually helpful AI assistant
The unusually helpful AI assistant for Consultants
The unusually helpful AI assistant
for Consultants
Townies like Bo proactively file your client mail, brief you before every client call, and write up every working session.
Your un four engagements out of one inbox, and every client expect to feel prioritized. Keeping it that way is a second job: the status you reconstruct every Friday, the follow-ups you track in your head, the hours of admin nobody bills for.
Your Townie learns each engagement the way a new hire would, and gets better the longer you work together. It holds the thread across every client and takes on the wrapper around the billable work: the sorting, the drafting, the chasing down. Nothing reaches a client until you approve it.
AI that learns you.
Your Town Wiki is a single place to see everything your Townie has come to understand about you. It’s a living synthesis of your profile, your work habits, and your preferences.
Bo wrote your wiki and hopes you like it.
Iris Delacour
Recent updates
- Moved the Hollandale charter redraft to the top of Goals after Tomas Herrera confirmed his board will review it this month.
- Noticed she holds Monday mornings for the practice itself and drafts every client’s status digest on Friday, and wrote both into How she works.
- Retired the notes from an engagement that wrapped last month, and flagged that Camille Reyes has not replied since the proposal went out.
Overview
Iris Delacour is the founder and principal of a boutique advisory practice. She advises foundations and mid-market operators on strategy and governance, running four engagements at once with one associate, June Nakagawa, beside her. Each engagement is laid out in Projects.
There is no CRM and no ops team behind her; the practice runs on her inbox, her documents, and what she carries in her head. Her longest-running engagement is with Tomas Herrera, whose family foundation has been a client for years.
Every client gets the same experience: prepared, responsive, on top of every detail. This page holds the machinery behind that, the part that used to live only in her head.
How she works
Iris keeps Monday mornings for working on the practice rather than in it, and stacks client sessions midweek. Friday ends with a status digest for every active client: highlights, priorities, and asks, with June Nakagawa copied so she has the full picture without inbox access.
Every session ends with the next steps logged against the right engagement in Projects, and she reviews each entry before it lands, because her name is on the work.
She writes the way she advises: warm, plain, and always ending on the next step. Every draft that carries her name waits for her review before it goes anywhere.
Goals
- Turn the Camille Reyes proposal into a signed engagement without letting the current clients feel it, so the pipeline stays warm while the work ships.
- Get every engagement’s status out of her head and into one place, so the Friday digest is a review rather than a reconstruction.
- Hold the line on scope at Kestrel Point as phase two takes shape, with Alistair Frost pushing to fold in one more workstream.
Projects
- Hollandale is a governance engagement with Tomas Herrera’s family foundation: a new committee charter is being redrafted ahead of a board review this month.
- Kestrel Point is an operating-model engagement with Alistair Frost, midway through phase one, with weekly working sessions and phase two being scoped now.
- Two further engagements, the open proposal, and the weekly status digest each client receives are tracked here alongside the practice’s own backlog.
Synthesizing professional identity…
Bo is finding your coworkers
AI that learns you.
Overview
Iris Delacour
Recent updates
Overview
How she works
Pulling together goals…
Bo is finding your coworkers
Your Townie stays on top of your inbox.
Understand what’s important
Inbox 5 new
- Hollandale
- Tomas Herrera
- Board dates confirmed Hollandale
- Kestrel Point
- Alistair Frost
- Phase two scope notes Kestrel Point
- The practice
- June Nakagawa
- Client digests ready The practice
- Newsletters Filed and archived
- Advisory Brief
- This week in consulting 3h
- Sector Weekly
- Ten trends to watch 8h
Bo is sorting your client mail
Four engagements, one inbox, already sorted. Every thread files itself under the right client, your associate’s questions rise to the top, and the noise is archived, findable but out of the way.
Don’t drop the ball
Open commitments: 3 still open · oldest 9 days
- AF
- Send Alistair the phase two scope
- Share the workshop recap
- JN
- Intro June to the Kestrel team
- Reply to the reference request
- Follow up on the proposal
Bo is sweeping your sent mail
A promise made on Tuesday still stands on Friday. Each week your Townie rereads what you committed to, drops what you already delivered, and hands you what’s still open, client by client.
Your Townie knows how to respond the right way.
Decide what needs a response
Inbox
Camille Reyes Board said yes, what’s next?
Miriam Osei Could we fold in the org review too?
Sector Signal Weekly digest: strategy reads
Ben Castellano Two invoices past their date
Funder Digest Quarterly grantmaking roundup
Bo is reading your inbound
Know what needs you before you open a single thread. Every message arrives with a read: the green light from a prospect needs you today, the scope ask gets a careful draft, and the digests are left alone.
Draft in my voice
Re: Today's session Draft
Tomas Herrera Good session today. Can you recap where we landed? 1h
June Nakagawa Notes from the call are in the folder. 45m
Hi Tomas, Good session today. We landed on the two-committee structure, with the family council keeping the final say on grants. I’ll have the revised charter to you by Thursday, and June is sending the notes around today so your board sees them first. If it would be useful, I can walk your board through the changes on their next call. Just say the word. More soon,
Iris
Approve & send
Bo is drafting your follow-up
The follow-up is drafted before you’re back at your desk. Your Townie drafts the recap the way you’d write it: what was decided, what you owe, and what you need from them. Nothing sends until you say so.
Your Townie does the planning so you don’t have to.
Find a time that works
Working session slot Week of 13 Oct PT
3 people No Mon AM 60 min
- Mon 13
- Tue 14
- Wed 15
- Thu 16
- Fri 17
- 9am
- 10am
- 11am
- 12pm
- 1pm
- 2pm
- 3pm
- 4pm
Focus
- Kestrel
- Client
- Review
- Digest
- Free
- Prep
- Board
- Updates
- Travel
Bo is finding a time for everyone
A working session booked without the back-and-forth. Client calendars, your associate’s, and the mornings you keep for deep work get weighed at once, so the slot that clears everything surfaces first try.
Coordinate responses
Charter walkthrough Thu 16 Oct · 3 invited PT
- Thu 16
- 1pm
- 2pm
- 3pm
THTomas Herrera Accepted
MOMiriam Osei Accepted
JNJune Nakagawa Accepted
Bo is collecting the replies
Three stakeholders, one confirmed session, zero chasing. The invite goes out with your okay, each answer is tracked as it arrives, and the session confirms the moment the last yes lands, agenda attached.
Revise events
Session needs a new time Week of 13 Oct PT
1 conflict 3 people
- Mon 13
- Tue 14
- Wed 15
- Thu 16
- Fri 17
- 9am
- 10am
- 11am
- 12pm
Three times everyone can make
- Wed 2 PM
- Thu 10 AM
- Fri 11 AM
Bo is reworking the week
A client reschedule stops rippling through your week. When a session moves, the clash surfaces with vetted alternatives, and the rest of the engagement stays where you put it.
Your Townie helps you manage your meetings.
Show up prepared
Kestrel Point session Tomorrow 9:00 AM · 4 attendees Client brief
Calendar Mail history Meeting notes Client docs
Where the engagement stands
Phase one closes out this week.
What was promised last time
Alistair owes the org chart today.
The question to open with
Ask who owns phase two internally.
Bo is briefing you on the client
Walk in knowing exactly where the engagement stands. Before each call a brief assembles itself: where things stand, what was promised last time, the question worth opening with. The prep half hour comes back.
Capture what was said
Charter review · Hollandale 45 min
- Transcript
- Notes
- Session summary
Where they landed
Two committees, one final vote.
The tension in the room
Oversight without micromanaging.
Open questions
How often the council meets.
Bo is writing up the session
Be in the room instead of taking the minutes. The session is recorded and distilled into searchable notes, so what a client agreed to months ago is a lookup, not an afternoon of digging through docs.
Drive the follow-through
Hollandale charter review Thu 16 Oct · 3 attendees
- Redraft the charter
- Send the meeting notes
- Draft the council calendar
Client tracker
Bo is logging your next steps
Every next step leaves the call already logged. Each commitment lands in the tracker you already keep, with an owner, a date, and the right client attached, before you’re back at your desk.
Your Townie helps you manage your meetings.
Kestrel Point session Tomorrow 9:00 AM · 4 attendees Client brief
Calendar Mail history Meeting notes Client docs
Where the engagement stands
Phase one closes out this week.
What was promised last time
Alistair owes the org chart today.
The question to open with
Ask who owns phase two internally.
Bo is briefing you on the client
Show up prepared
Capture what was said
Drive the follow-through
More routines made for you.
Client digests Promise sweep Follow-ups Meeting briefs Mileage report Next-step log Hours recap SOW drafts Inbox triage New contacts
More routines
made for you.
Because your Townie knows every engagement, every client, and how you write, they take on the unbilled wrapper around the billable work: the sorting, the status updates, the chasing down. You can also teach them new tricks.
Every Friday, draft a status update for each client from their email threads.
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