The client said they "just need help."
The brief was three sentences. "We need to improve our processes. Things are falling through the cracks. Can you take a look?"
You took the engagement. Two weeks in, you discovered "improve our processes" meant: redesign the entire order fulfilment workflow, migrate from spreadsheets to a proper system, retrain 40 staff, and convince the operations director — who's been there 15 years — that change is necessary.
Three sentences. Six months of work.
Projan is the conversation you should have had before you sent the proposal. It asks the questions that surface what "just need help" actually means — then structures it into a plan you can scope, price, and deliver.
Structure an engagement in minutes
Describe the client's situation. Projan helps you break it apart.
Not another template. A thinking partner.
You've used engagement templates before. This is different.
Challenges your assumptions — 'You're suggesting a technology solution. Has the client confirmed this is a technology problem and not a people problem?'
Structures phased engagements with clear gates — so you're not locked into delivering a solution before you've confirmed the problem
Documents scope boundaries so 'just one more thing' conversations happen against a written baseline, not a memory of a phone call
Export to Google Docs, Notion, or your preferred tool. The plan looks like it came from your firm, not a chatbot
The best consultants don't sell solutions. They sell clarity. The solution is the easy part once you've properly understood the problem.
Projan helps you get to clarity faster. Free during beta. 50% off for life for early users.