ZeroTwo for consultants
ZeroTwo does the gathering, extracting and formatting between a stakeholder interview and a statement of work. Sources stay attached, contradictions stay visible, and the recommendation stays with you. This page shows the five hand-offs, the check at each one, and 18 prompts you can run on sanitised material.
Start on the Free plan, no card required.
The engagement path these prompts follow
A map of the workflow, not a sample output.
Decide before you read the prompts. These are the conditions under which this page's workflow earns its place, and the ones where it does not.
Run this on one sanitised engagement. The check column is the evaluation: if a stage fails its check, you have learned what the tool cannot do for you before any client sees it.
| Hand-off | You bring | Ask for | Check before moving on |
|---|---|---|---|
| Interviews to themes | Transcripts or call notes your consent terms allow you to process | Themes with verbatim quotes and speaker roles, plus a separate list of every contradiction between stakeholders. | Pick five quotes and find each one in the transcript. A quote you cannot find ends the run. |
| Themes to cited finding | The theme set, client documents and public sources | A brief that keeps what we know, what we think, what we do not know and what we recommend strictly separate. | Open every citation on the first run, then sample. One fabricated source is reason to stop trusting the run. |
| Finding to exhibit | A dataset you have at least profiled for gaps and duplicates | A chart whose footnote states source, base, date and method, with small segments labelled as indicative. | Recompute one figure by hand before it goes in the deck.Dataset mechanics live on AI for analysts |
| Exhibit to proposal | Discovery call notes and your own proposal template | A draft in your format: their problem in their words, approach, phased scope, exclusions, milestones and pricing. | Read the exclusions first. Anything missing there becomes unpaid scope later.Ready to write the proposal? Use the proposal workflow |
| Proposal to SOW and delivery | The signed-off proposal, then later your timesheets | A statement of work with acceptance criteria and out-of-scope items; later a monthly report and a delivered-hours-versus-estimate table. | Have a second person read the acceptance criteria as the client would, and check the margin table against your timesheets.Operating cadence for fractional work lives on AI for fractional executives |
ZeroTwo publishes this page. We have not published a worked engagement or measured results, so treat this as a checklist to test the tool with, not as evidence that it passes.
Each prompt opens in ZeroTwo already written. Prompts are starting points: attach your own files and adjust the wording to your firm's method.
Checks to run before anything is quoted to a client.
Verify every citation resolves to a real, retrievable source on the first run, then sample after that.
The prompt
Go through this brief and check that each citation points to a real, retrievable source. List the ones that do not, and do not quietly fix them.
Typically attach: Brief_v4.docx (placeholder names, use your own files)
Show the disagreement and judge credibility. Averaging two conflicting figures produces a number nobody will defend.
The prompt
These reports answer the same question differently. Show me the disagreement and say which is more credible and why. Do not average them into a middle position nobody actually holds.
Ask for the unknowns explicitly, or they get quietly filled in with inference.
The prompt
Based on everything in this project, list what the evidence genuinely cannot answer, and the three pieces of evidence that would most change the conclusion if we could get them.
Briefs and pitch preparation.
Keep fact, inference, unknown and recommendation strictly separate. That separation is what makes the brief defensible.
The prompt
Build a research brief on this question. Structure it as what we know, what we think, what we do not know, and what we recommend, kept strictly separate. Every factual claim carries an inline source and date.
Typically attach: Market_assessment.pdf, Industry_report.pdf (placeholder names, use your own files)
Brief yourself on the business, what changed recently, and the questions they will open with.
The prompt
Two to three pages on this account before Thursday's intro call: their business, what changed in the last year, who is likely in the room, and the two questions they will probably open with. Written to read on a phone.
Interview themes, contradictions and open questions.
Theme them with verbatim quotes and speaker roles attached, and keep their vocabulary rather than translating it into yours.
The prompt
Synthesise these transcripts into themes, with verbatim quotes and speaker roles attached to each. Keep their vocabulary rather than translating it into mine, and flag outlier views instead of dropping them.
Typically attach: Interviews_01-12.md (placeholder names, use your own files)
Ask for them as their own list and leave them unresolved. The disagreement between stakeholders is usually the finding.
The prompt
From these interviews, produce a separate list of every place stakeholders contradict each other. Leave them unresolved, and call out where the split runs by seniority.
Typically attach: Interview_notes.md (placeholder names, use your own files)
Check the evidence against the questions you went in with, before you start writing the deck.
The prompt
We went in to answer these questions. Against the notes, tell me which ones the evidence actually answers, which are only partly answered, and which we still cannot.
Typically attach: Discovery_brief.docx (placeholder names, use your own files)
Data checks and defensible charts.
Find the gaps, duplicates and small base sizes first, and ask honestly whether the data supports the argument.
The prompt
Before building anything, tell me what is wrong with this export: gaps, duplicates, and any segment whose base is too small to support the comparison (say which threshold you used and why). Then tell me honestly whether it supports the argument I want to make.
Typically attach: Survey_export.xlsx (placeholder names, use your own files)
Source, base, date and method, plus a label on any segment too small to stand on its own.
The prompt
Turn this into a chart for the deck. State the base for every figure, label any segment whose base is too small to support the comparison (say which threshold you used and why) as indicative, and write the footnote with source, base, date and method.
Typically attach: Segment_data.xlsx (placeholder names, use your own files)
Reformat exhibits to your firm's standards without touching a single number.
The prompt
Reformat these exhibits to our house conventions (axis treatment, rounding, colour order and title style) without changing any number.
Typically attach: Brand_standards.pdf (placeholder names, use your own files)
From call notes to signed scope and a first 90 days.
Mirror the client's problem in their own words, then phase the scope and make the exclusions explicit.
The prompt
The discovery call went well and they want something in writing. Draft the proposal in our format: their problem in their words, our approach, phased scope, explicit exclusions, milestones and pricing.
Typically attach: Call_notes.md, Proposal_template.docx (placeholder names, use your own files)
A proposal persuades; a scope of work defines. The exclusions and acceptance criteria are what stop the project drifting.
The prompt
Turn this signed-off proposal into a statement of work: tasks, deliverables, acceptance criteria, responsibilities on both sides, and what is explicitly out of scope.
Typically attach: Proposal_final.docx (placeholder names, use your own files)
A 30-60-90 plan, the information you need from them this week, and an agenda for the kickoff.
The prompt
Contract is signed and I start Monday. Draft a 30-60-90 plan, the information request I should send this week, and a kickoff agenda.
Typically attach: Signed_SOW.pdf (placeholder names, use your own files)
Partner-style review and reusable project context.
Get a prioritised issue list rather than a rewrite, and flag anything you could not defend in the room.
The prompt
Read this the way the partner will. Give me a prioritised issue list rather than a rewrite, and flag anything I would not be able to defend in the room.
Typically attach: Draft_readout.pptx (placeholder names, use your own files)
Write the standing context once (client, question, method, evidence standard, what is ruled out) and reuse it.
The prompt
Read this project and write the standing context: the client, the question, our method, our evidence standard, and what we have already ruled out. Reuse it on everything I run here from now on.
The monthly report and delivery margin.
Keep the reporting contract from last cycle, update the evidence, and surface what changed.
The prompt
Same format as last cycle. Update the evidence, tell me explicitly what changed since last month, and flag anything that needs my interpretation before it goes out.
Typically attach: Last_cycle_report.docx, This_month.xlsx (placeholder names, use your own files)
Compare delivered hours against the scoped estimate, project by project, with a table you can check.
The prompt
Across these projects, show me where delivered hours exceeded the scoped estimate and by how much. One page, plus the supporting table I can check.
Typically attach: Timesheets.xlsx (placeholder names, use your own files)
The approval boundary is part of the workflow, not a disclaimer. ZeroTwo assembles; you keep the part the client is paying for.
Generic categories, not a review of any named product.
| Approach | Where it works | Where it limits a deliverable | ZeroTwo's difference |
|---|---|---|---|
| General chat assistant | Quick answers and flexible drafting | Context tends to live in one thread, so the project gets re-explained in the next. | Projects hold files and standing context between runs; limits on projects vary by plan. |
| Specialist point tool | Deep fit for one format or one step | Each tool holds a different half of the context, and you carry it between them. | One workspace from transcripts to SOW, with 60+ models to choose from in the same thread. |
| Doing it by hand | Trusted method, clear accountability | Senior hours go to production and cleanup, and recurring work restarts from memory each cycle. | A saved brief structure and evidence standard that the second run reuses. |
| Hiring a contractor | Human judgment and extra capacity | Lead time and context transfer can exceed the window when the deadline is days away. | Available when the brief lands. It does not replace the contractor's judgment. |
Figures come from ZeroTwo's pricing page. Start on the Free plan with sanitised inputs; move up when a long research run needs more credits.
$0/mo
No card required
$14.99/mo
$11.99/mo billed annually
$29.99/mo
$26.99/mo billed annually
It is a complete first-review artifact, not a signed deliverable. Each stage above has a written check, so you review the output against a standard rather than a feeling.
Claims stay tied to sources you can open, and the citation check is the first gate. Verify all of them on the first run, then sample. One fabricated source should end your trust, so the workflow is built to be checkable.
No. Run the first pass on public, synthetic or sanitised inputs. For interview synthesis in particular, confirm your recording consent covers processing before real transcripts go anywhere.
You can save your brief structure, evidence standard and chart conventions as standing project context and reuse them. The aim is that the second and third run cost less effort than the first.
No. It removes extraction and formatting, which is the part that delays the thinking. Judgment, source boundaries and the recommendation stay with the person whose name is on the work.
Plans are credit-based, so a long research run and a one-line question do not cost the same. Free is $0 with no card required, 100 free credits to start and 20 bonus credits every day you log in; Plus is $14.99/month; Pro is $29.99/month ($26.99/month billed annually). The pricing page has the current allowances.
Five client-delivery articles, and the pages that own the work this one deliberately leaves out.