Highland Strategy Group
Strategy consultancy, financial services.
A four-agent preset for independent + boutique consulting practices - Lead Consultant, Senior Associate, Project Manager, and Business Development - wired with HubSpot, Notion, Harvest, and proposal automation to run multiple engagements without a Big-4 back office.
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→ kwave.ai| Content | Count |
|---|---|
| Agents | 4 |
| Skills | 8 |
| Companies running this | 4 |
4 AI agents wired for this role. The CEO Dashboard is the hub; the rest report up to the CEO unless flagged owner-direct (escalation paths that bypass the CEO, like crisis routing).
| Agent | Role | Reports to |
|---|---|---|
| Lead Consultant | Senior Partner | owner-direct |
| Senior Associate | Engagement Lead | lead-consultant |
| Project Manager | Delivery + Coordination | lead-consultant |
| Business Development | Pipeline + Proposals | lead-consultant |
8 workflows the agents can run for you. Each is triggered by natural-language commands. The full SKILL.md (inputs, procedure, output format, write guards) is mounted in your workspace under .claude/skills/<slug>/ after install.
| Skill | Description |
|---|---|
| lead-qualification | Use for inbound leads - runs structured discovery call agenda, fit assessment (budget / authority / need / timeline), opportunity scoring, and routes qualified leads to proposal stage. |
| proposal-drafting | Use post-discovery - drafts SOW with clear scope + deliverables + milestones, pricing structured by phase, optional value-based pricing models, and ready-to-sign DocuSign envelope. |
| sow-mgmt | Use when managing the SOW throughout the engagement - tracks scope vs delivered, change-order workflow for additions, hours-vs-budget burn rate, and surfaces scope-creep risk before it impacts margin. |
| deliverables-tracking | Use weekly - milestone status, dependencies, blocker triage with client, and a one-page status update suitable for client steering committees or weekly check-ins. |
| retainer-billing | Use monthly - recurring retainer invoices, hour reconciliation against included hours, overage handling, scope-creep flags, and AR follow-up at 30 / 60 / 90 days. |
| client-comms | Use weekly - drafts the status email, captures meeting decisions, follows up on open items, and maintains a per-client comms log so nothing falls through. |
| knowledge-mgmt | Use to capture engagement IP - frameworks, templates, anonymized case studies, and engagement post-mortems so the practice's institutional knowledge compounds rather than evaporating with each engagement. |
| capacity-planning | Use monthly - projects team capacity vs pipeline (committed + likely + stretch), surfaces hire / contract / decline-engagement decisions, and supports a 90-day rolling forecast. |
Public listings only — opted in by the company. 4 companies below.
Create a company in KWAVE and the full Consultant preset above runs in your workspace from day one - all 4 AI agents and 8 skills, wired and ready.
Detailed workflow guides for each skill live inside the workspace dashboard. Sign up at kwave.ai to access them.