# Consulting engagement desk: from interviews to the findings report

> For Management consultants, freelance advisers and internal improvement teams.

interviews captured as Voice notes with transcripts, a time-study Table and Chart that size the bottleneck, and the findings report and readout deck built on the same desk — so every recommendation traces back to an interview or a number. Distinct from client-review (agency retainer) and status-report.

## What goes on the desk

- a Voice note per interview (transcription on your computer with Local, or Cloud with your own OpenAI key
- the Summary, Cleaned and Speakers views need your own Anthropic key) (/help/widget-voice-note)
- Page ‘Interview notes’ (/help/widget-page)
- Table ‘Time study’ (Process, Hours per week, Target as numbers) (/help/widget-table)
- Chart (/help/widget-chart)
- Document ‘Findings report’ (/help/widget-document)
- Slides ‘Readout’ (/help/widget-slides)
- Contacts for client stakeholders (/help/widget-contacts).

## Set it up

one desk per engagement; tell people before you record.

## Use it day to day

after each interview record, keep the transcript, add any numbers to the table; draft findings weekly.

## Where Plexii helps

the Voice note offers summary, cleaned-up and speaker-labelled versions and suggests next steps (/help/widget-voice-note); Plexii answers which interviews mentioned a topic, with sources (/help/ai-assistant).