Hokai for Consultants and Advisors
Consultants and advisors can use Hokai to build AI stacks for clients, run Smart Match in engagements, create shareable stacks as deliverables, and position themselves as AI strategy advisors. This guide covers how.
Building AI Stacks for Clients
Context gathering — Use client interviews to capture: role, team size, budget, use cases, compliance needs, and current tools. Feed this into Smart Match.
Smart Match in client engagements — Run >Smart Match with client context. Use context pills: industry, budget, team size, priorities. Get a Strategy Brief and ranked stack. Present as a recommendation, not a final decision.
Customization — Adjust recommendations based on client constraints. Compliance, vendor preferences, existing contracts. Use the >Model Directory to explore alternatives.
Creating Shareable Stacks as Deliverables
Stack as deliverable — Build a recommended stack in >My Stack. Add tools, notes, and rationale. Share with the client. They can adopt, modify, or use as reference.
Documentation — Use the >Stack Audit Framework and >Evaluating AI Tools as part of your methodology. Include in reports and presentations.
Templates — Create stack templates for common client types (startup, agency, enterprise). Reuse and adapt. Saves time; ensures consistency.
The Audit Framework as a Consulting Tool
Stack audit — Use the >Stack Audit Framework as a service. Audit client stacks. Identify redundancy, gaps, and cost savings. Deliver Keep / Replace / Cut verdicts with rationale.
Evaluation scorecard — Use the >Evaluation Scorecard to compare tools. Present scores and comparison tables. Clients value structured, defensible recommendations.
Positioning as an AI Strategy Advisor
Hokai as authority — Reference Hokai's docs, directory, and frameworks. Positions you as informed and methodical. Not selling tools; advising on strategy.
Ongoing value — Clients' needs change. Use >Pulse to track updates. Recommend adjustments when tools change pricing or features. Position for retainer or follow-on work.
Credentials — Use Hokai's content in proposals and presentations. Link to >AI Fundamentals and >Compliance for client education. Reduces your content creation burden.
How This Connects to Hokai
>Smart Match for client context. >My Stack for shareable deliverables. >Model Directory for exploration. >Stack Audit Framework for audits. >Evaluating AI Tools for methodology.
The Bottom Line
Use Hokai to build client stacks, run Smart Match in engagements, and deliver shareable stack recommendations. Use the audit framework and evaluation scorecard as consulting tools. Position yourself as an AI strategy advisor with Hokai's resources. Ongoing value through Pulse and stack optimization.