Learning path map
Detailed content
🖥️ Frontend and packaging
The minimal interface, running the web app at localhost:8888, tracking progress in real time (SSE), downloading and organizing assets, and adding your brand to the package before delivery.
Four elements: a name field, a description field, a depth toggle (quick/deep), and a submit button. Nothing else.
Simplicity is the selling point. "Minimum input, maximum output" needs to feel easy for the client—two boxes and one click.
Lean form · depth as a toggle · UX that sells.
python -m strategy_factory.webapp starts a Flask server and opens the browser at localhost:8888. The Factory becomes a screen.
It’s the way to demonstrate it live. In a meeting, running it on your machine is worth more than a thousand slides.
Flask · port 8888 (auto-fallback) · live demo.
Server-Sent Events (route /progress/{job_id}) send each pipeline step to the browser. At the end, all assets are available to download.
Watching the bar advance builds confidence and proves that something real is happening — it’s not black-box magic.
SSE · job_id · automatic download.
The output comes in output/{empresa}/ with subfolders: markdown, presentations, documents, mermaid_images.
An organized package conveys attention to detail. A messy folder undermines the feeling of elite consulting.
Folder structure · clear naming · state.json.
Swap the logo, color palette in the decks (RGBColor in python-pptx), and document covers for your consulting brand.
The package is your product. The brand is what makes the client remember you, not the open-source tool.
Visual identity · branded template · professional cover.
Compress the package, upload it to Drive/Notion or a link, and deliver it with a short guided-reading note.
Delivery is the final touch. How the client receives it determines whether they feel "I bought a service" or "I got some files."
Package · host · delivery note.
💼 Positioning, offer, and pricing
Find your niche, turn the diagnosis into a productized offer, price by value (not cost), choose the format, land your first clients, and be honest about what the Factory is and isn’t.
Choose a narrow industry (e.g., clinics, law firms, e-commerce) and a specific pain point AI can solve. "For everyone" doesn't sell.
Jason Liu’s lesson: position yourself by niche + pain point. A narrow niche makes it easier to find clients and justify a high price.
Narrow niche · specific pain point · specialist > generalist.
Package the AI diagnosis as a fixed product: defined scope, defined deliverable, defined price. No "it depends".
Products scale; hours don't. That's what took Jason Liu from US$170/h to US$100k/month — selling a package, not time.
Productize · fixed scope · list price.
The package costs < US$1 in API fees. The client compares it with programs priced from US$149 to US$28,000. Price based on value, never cost.
Those who price by cost leave almost all the value on the table. Margin is the heart of the model.
Value > cost · anchoring · market ranges.
One-off project (fixed price), retainer (monthly support fee), or productized (standard, repeatable offer). You can combine them.
Each format has a different cash flow and effort profile. Knowing which one to offer each client determines your revenue.
Project · retainer · recurring product.
Close network, LinkedIn, build in public, and a free sample (a diagnosis of a familiar company) as proof of capability.
Building in public builds authority and attracts customers. The first case opens the door to the next ones.
Build in public · social proof · free sample.
Be clear: the Factory generates a strong, research-based starting point, but you review, validate, and adapt it before delivering.
Setting expectations well protects your reputation. Promising "absolute truth" is the fast track to losing the client.
Transparency · human review · honest expectations.
🎤 The presentation that seals the deal + Capstone
The executive deck, the SOW (scope, price, timeline), how to lead the meeting, respond to objections, and the capstone: run the Factory for a real client and deliver the package + deck + SOW.
The Executive Summary (PPTX) the Factory generates: context, diagnosis, opportunities, roadmap, and next step—ready for leadership.
The deck is what decides the purchase. Knowing the slide order means knowing how to lead the decision.
Executive Summary · decision narrative · next-step slide.
The Statement of Work (DOCX) generated by the Factory: what’s included, what isn’t, price, timeline, and terms. The document that becomes the contract.
A clear scope prevents conflict and protects your margin. A well-written SOW is half the close.
Statement of Work · scope & out of scope · terms.
A simple script: hear the pain point, present the diagnosis, connect it to the opportunity, and propose a clear next step.
The meeting is where the package becomes a contract. Using a method keeps the conversation from turning into aimless small talk.
Meeting script · active listening · clear ask.
The three usual objections: “it’s expensive,” “is this just AI?” and “how do I know it’s reliable?”—and honest answers to each one.
Those who anticipate objections close more deals. A prepared response conveys confidence and keeps the conversation under control.
Anchor in value · transparency · human review.
Choose a real company, run the Factory from start to finish, review the deliverables, and put together the deck + SOW to present.
It’s proof that everything works together. You finish the course with a real case in your portfolio, not just theory.
End-to-end project · review · portfolio.
Add new deliverables, create skills by sector, improve prompts, and expand the offering with what you learn from each client.
The Factory is a living asset. Every project you deliver feeds into the next, sharper version.
Continuous iteration · new deliverables · a growing asset.