Introduction to Consulting Services 顧問服務導論

Why Consulting Services 為何需要顧問服務

In this section, we'll walk through the value of Notion consulting, explain the Notion Value Curve, and introduce our example customer, Milestone Mint. You'll see key activities and deliverable examples that show how consulting accelerates time-to-value, reduces risk, and strengthens your pitch. 在本節中，我們將介紹 Notion 顧問服務的價值、說明 Notion 價值曲線（Value Curve），並介紹範例客戶 Milestone Mint。你會看到核心活動與交付物範例，展示顧問服務如何加速價值實現、降低風險，並強化你的提案。

Why Consulting Services? 為什麼需要顧問服務？

Customers want clarity on value and your role is to make that value crystal clear. Consulting services translate goals into outcomes, align stakeholders, and turn ideas into measurable impact. By pairing strategy with execution, you help customers adopt Notion with confidence, see progress faster, and sustain results over time. 客戶期望清楚看見價值，而你的角色就是讓這份價值一目了然。顧問服務將目標轉化為成果、對齊利害關係人，並把構想變為可衡量的影響力。透過策略與執行的結合，你能幫助客戶自信地採用 Notion、更快看到進展，並持續產出成果。

Click each card to flip and reveal the details. 點擊卡片翻轉查看詳細內容。

The Consulting Value Curve 顧問價值曲線（Value Curve）

As consultants, we help organizations get value from Notion, fast. Notion adoption often starts organically — which is great for surfacing champions and use cases — but we aim higher. With Services we want to turn organic adoption into a Connected Workspace, with seamless integrations and AI that tie teams, tools, and data together. That's where you come in! 身為顧問，我們幫助組織快速從 Notion 獲得價值。Notion 的採用通常從自然發展開始——這很適合發掘擁護者和使用案例——但我們的目標更高。透過顧問服務，我們要把自然採用轉化為連結式工作空間（Connected Workspace），以無縫整合和 AI 把團隊、工具與數據串連在一起。這就是你登場的地方！

Consultants help customers realize the Connected Workspace value by moving customers along the value curve journey with targeted offerings and engagements. 顧問透過針對性的服務方案與合作，幫助客戶沿著價值曲線前進，實現連結式工作空間（Connected Workspace）的價值。

Below are examples of the activities and services consultants might provide at each stage in the value curve. 以下是顧問在價值曲線各階段可能提供的活動與服務範例。

Meet Milestone Mint 認識 Milestone Mint

Throughout this course, we'll reference this customer example to help you think through scenarios and apply concepts. 在整堂課程中，我們會引用這個客戶案例來幫助你思考情境並應用概念。

In the next section, we'll take a look at 3 service offerings provided by Notion. We anchor our services around three core offerings to keep the customer's choices clear and our delivery consistent. 在下一節中，我們將介紹 Notion 提供的 3 種服務方案。我們以三個核心方案為基礎，讓客戶的選擇清晰明確，同時確保交付的一致性。

Consulting Services Offerings 顧問服務項目

In this section, we'll walk through common consulting offerings, outline their key activities, and show deliverable examples. You'll come away with best practices and examples that will help shape the services you deliver and influence how you might pitch them. 本節將介紹常見的顧問服務方案，概述其核心活動並展示交付物範例。你將帶走最佳實踐與範例，幫助你形塑提供的服務並影響你的提案方式。

Anchoring your services in a set number of core offerings keeps your customer's choices clear and your delivery consistent. Standard scopes and outcomes make it easier to price, staff, and prove impact while giving customers a clear path to grow. 以固定數量的核心方案為基礎，讓客戶選擇清晰、交付一致。標準化的範圍與成果讓定價、配置人力、證明成效都更容易，同時給客戶清楚的成長路徑。

1) Accelerated Launch 1) 加速啟動（Accelerated Launch）

Key Activities核心活動

2) Workflow Implementation 2) 工作流實施方案

Key Activities核心活動

Real-World Examples實際案例

Custom Intranet客製內部網 PDE WorkflowsPDE 工作流程 Finance Hub財務中心 AI Sales HubAI 銷售中心

Custom Intranet for Internal Knowledge & Communication內部知識與溝通的客製化內部網

PDE (Product, Design, Engineering) WorkflowsPDE（產品、設計、工程）工作流程

Real-Time Finance Hub in NotionNotion 即時財務中心

AI-Powered Sales Content Management HubAI 驅動的銷售內容管理中心

3) Technical Engagements 3) 技術顧問方案

Key Activities核心活動

Pitching the Value 價值傳達

In this section, we'll clarify the difference between a pitch and a value proposition, and break down the key elements of a strong value proposition and why they matter. You'll practice applying these concepts through a challenge question using Milestone Mint. 本節將釐清簡報推銷（Pitch）與價值主張（Value Proposition）的差異，拆解強而有力的價值主張的關鍵要素及其重要性。你將透過 Milestone Mint 的挑戰題來練習應用這些概念。

What's a pitch? 什麼是 Pitch？

A pitch (or sales pitch) is a concise message or presentation that persuades someone to buy. Even as a Consultant, you still sell — your expertise and outcomes! Skip the heavy decks and long speeches and lead with clear value propositions that show the impact of your services. Pitch（銷售簡報）是一段說服他人購買的精簡訊息或簡報。即使身為顧問，你依然在「銷售」——你的專業與成果！跳過厚重的簡報和冗長的演講，直接用清晰的價值主張展示你服務的影響力。

What's a value proposition? 什麼是價值主張？

A value proposition is a concise statement that clearly communicates the unique benefits and value a product or service offers to its target audience. It answers the question, "What's in it for me?" 價值主張是一段精簡的陳述，清楚傳達產品或服務為目標受眾提供的獨特利益與價值。它回答的核心問題是：「這對我有什麼好處？」

The Key Elements of a Value Proposition價值主張的關鍵要素

Example範例

Why is a Value Proposition Important?為什麼價值主張很重要？

Video: Example Consulting Value Pitch影片：顧問服務價值提案範例

Now it's your turn! 現在換你了！

Using one of Milestone Mint's implementation challenges below, how would you build a 2-3 sentence value proposition for your consulting services? 運用以下 Milestone Mint 的其中一個導入挑戰，你會如何為你的顧問服務撰寫 2-3 句的價值主張？

Tip: remember to include the 4 elements — Problem, Solution, Unique Benefit, and Impact. 提示：記得包含 4 個要素——問題、解決方案、獨特優勢、影響力。

Project Scoping 專案範疇界定

In this section, we'll run through how to conduct an effective scoping and how to use those insights to determine a consulting offering. You'll then practice selecting the right offerings based on realistic scenarios. 本節將介紹如何執行有效的範疇界定，以及如何運用這些洞察來決定顧問服務方案。接著你將練習根據實際情境選擇正確的服務方案。

Thoughtful scoping reveals goals, constraints, and hidden risks so you can recommend an offering grounded in reality, not assumptions. It aligns expectations, makes timelines predictable, and defines measurable outcomes. 深思熟慮的範疇界定能揭露目標、限制條件和隱藏風險，讓你的方案建議基於現實而非假設。它能達成共識、讓時程可預測，並定義可衡量的成果。

4-Part Scoping Framework四步驟範疇界定框架

1) Assess Customer's Pain Points and Needs1) 評估客戶的痛點與需求

Think of a tailor's fitting — you need to learn a customer's preferences and measurements, then craft something that fits perfectly. When running scoping, dig into what's really bugging your customer before jumping into solutions because what they say they want and what will actually solve their problems can be totally different. 就像裁縫量身——你需要了解客戶的偏好與尺寸，然後打造完美合身的衣服。做範疇界定時，要在提出解決方案之前深入了解客戶真正的困擾，因為他們說想要的和真正能解決問題的，往往完全不同。

Questions to Ask要提問的問題

2) Assess a Customer's Readiness for Change2) 評估客戶的變革準備度

Not all customers are the same — a 10-person startup and a 10,000-person enterprise won't share needs, budgets, or timelines. Start by understanding who you're working with so you can right-size the engagement. 不是所有客戶都一樣——10 人新創和 10,000 人的企業不會有相同的需求、預算或時程。從了解你的合作對象開始，這樣才能設計合適規模的服務。

Questions to Ask要提問的問題

3) Match to Consulting Offerings3) 配對顧問服務方案

It's like having the right tool for the job — fine needle for fine work, heavy-duty gear for heavy jobs. Once you understand a customer's pain points, you can match them to the perfect consulting package. 就像為工作選對工具——精細的工作用細針，粗重的工作用重型裝備。一旦了解客戶的痛點，你就能為他們配對完美的顧問服務方案。

Click to flip點擊翻轉

Match the Offering — Quiz配對服務方案 — 測驗

4) Assess Span & Timeline4) 評估規模與時程

Align early or pay for it later. Clarify how big the project is, how fast results are expected, and what "success" means. 及早對齊，否則日後付出代價。釐清專案規模、預期的成果速度，以及「成功」的定義。

Sample SOW工作說明書（SOW）範本