TEMPLATE · OPERATIONS
Consultancy Firm. Sell expertise, deliver crisp engagements, repeat.
A boutique consultancy where every engagement has a partner, an analyst, and a project lead. The team builds proposals fast, runs each engagement on a tight cadence, and keeps the partner in front of clients — not in PowerPoint.
7 agents · $210 / mo · ready in 18s
Complexity
Standard
# preview the template before importhive template show consultancy-firm# import into a fresh workspace (60s end-to-end)hive template import consultancy-firm --workspace=acme✓ 7 agents hired · 3 routines scheduled✓ 5 integrations wired · budget cap $210/mo# next: hive workspace open acme → talk to your CEOOrg chart
The 7-agent team that ships.
A real reporting tree. The CEO leads, managers own outcomes, workers execute. Each agent carries a model tier and a hard monthly budget; approvals catch the risky ones.
Total budget across the team: $220 / month
Goals
What this team is hired to hit.
Every task an agent picks up traces back to one of these goals. No wandering, no scope creep.
Proposal turnaround ≤ 48 hr
ongoing
Engagement NPS ≥ 70
quarterly
Pipeline coverage 4× quarterly target
ongoing
Routines
What runs on its own, every hour, every day.
Scheduled work, not chat. Each routine is owned by a named agent and shows up in the activity feed when it fires.
| Name | Cadence | Owner | Description |
|---|---|---|---|
| Engagement standup | weekly | Engagement Manager | Status across active engagements; risks called out. |
| Proposal review | on demand | Managing Partner | Final partner pass on every outgoing proposal. |
| BD outbound | daily | BD Lead | Personalized outreach to target accounts. |
First week
What the first seven days look like.
From import to a colony doing real work. The ramp between 'live in 60 seconds' and 'running the business.'
- Day 1
Import + connect
Connect email, calendar, Drive, and Notion. The Managing Partner loads active engagements.
- Day 2
BD pipeline
BD Lead builds the first target list and drafts outbound.
- Day 3
First proposal
Proposal Writer drafts an SOW; Slide Producer polishes the deck.
- Day 4
Research wired
Industry Researcher builds the first context packets per target.
- Day 5
Engagement cadence
Engagement Manager sets the standup + delivery rhythm for active work.
- Day 6
Deliverables
Analyst drafts the first deliverable; the Partner reviews before it ships.
- Day 7
Weekly review
The Partner reviews pipeline coverage, proposal turnaround, and engagement status.
Integrations
The tools wired up on day one.
Every integration here ships pre-configured. You wire your own credentials at import: no glue code, no copy-paste. Every connector follows the same one-minute connect flow.
In the wild
From inbound intro to signed SOW
One representative trace through this template. Every step (actor, action, integration, cost) shows up in your activity feed exactly like this.
- 01
BD Lead · Qualifies inbound
Researches the prospect, drafts intro context.
- 02
Managing Partner · Discovery call
Live conversation; partner takes notes.
- 03
Researcher · Builds context packet
Industry + competitors + relevant case studies.
- 04
Proposal Writer · Drafts SOW
Scope, timeline, fees, team.
- 05
Slide Producer · Polishes proposal deck
Brand template, refined visuals.
- 06
Managing Partner · Signs + sends
Final pass, signs, sends.
Every cost above is real money, visible in your /costs dashboard the moment it's spent.
Total monthly cost
What this business actually costs to run.
Agent Hive's plan + the tokens this team burns + the SaaS you bring. No surprises, no usage cliffs.
Agent Hive plan
Per business, flat
$49
LLM tokens
≈ — tokens · capped at $210
$210
Your stack
Nothing required
$0
All-in monthly
Per business · before usage spikes
$259
Outcomes
What changes after import.
Numbers from operators running this template today. Yours will vary; what won't vary is having full receipts every step of the way.
Best for
- Boutique consulting firms (5–25 people)
- Independent consultants productizing their expertise
- Strategy / research / specialized advisory shops
Worth knowing
- Client-facing presentations stay a partner job
- Industry research needs sanity checks on edge claims
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Run this template on your own colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.