Consulting Engagement Skill for Claude

Guides data cleaning engagements from discovery through client handoff. Microsoft-heavy environments, file-based sources, 1-2 day delivery.

When to Use This Skill

Activate when:

• Setting up a new cleaning engagement for a client
• Profiling client schemas and source files
• Selecting the appropriate security tier for data access
• Scaffolding the project directory and templates
• Generating client deliverables (quality report, mapping doc, transform log)
• Preparing for client handoff and post-engagement support

Don't use for: dbt model writing (use dbt-transforms), DuckDB analytical queries (use duckdb), DLT pipeline building (use dlt-extract), pipeline scheduling or orchestration (use data-pipelines).

Scope Constraints