Projectworks Blog

Most pipeline coverage advice is written for SaaS. Here's how a consulting firm sets coverage by deal stage and plans for the clients it will lose.

Let’s say a consulting firm signs a $30,000 engagement in July and invoices the full fee upfront. The client pays quickly and the cash lands, but the work runs from July through September. By the end of July the firm has completed about one-third of the engagement - the project’s on track but the finance team have some work to do to match revenue with the costs incurred (the “matching principle” of having costs and revenue in the same period is a key accounting concept). Only a third of the project’s fee has been earned (because only a third of the work has been done), and the remaining $20k of revenue is deferred to a future period.

PSA software with built-in CRM, or a separate CRM? For consulting firms, one system usually wins. Here's why.

Most CRM features are built for sales teams that consulting firms don't have. See which CRM features consulting firms actually need, and which ones they’re paying for and never use.

You've heard AI is turning systems of record into systems of action. Here's what that shift actually means for CRMs and consulting firms.

The most oversold word in AI resourcing right now is autonomous. Almost nothing in the category actually runs without a person making the call, and the tools that claim otherwise tend to come apart the moment they meet real data.

Learn what client lifetime value (CLV/LTV) means, how to calculate it, and why it matters for consulting and professional services firms.

Winning new clients is expensive. Growing the ones you have isn't. Here are 7 AI workflows for growing client lifetime value (or LTV) that you can start putting to use immediately.

Busy teams, shrinking margins? These are the staffing decisions that erode project profitability, why they happen, and how to catch them before month-end.

Harvest changed how it charges for the platform. Your price depends on how your firm actually uses it, not just how many seats you buy. There's no single figure we can give you here, so we built a calculator that gives you yours instead. Put your team size and usage in below and see the real cost. Then keep reading for what changed, and what we think you should do about it.

Learn how to develop junior consultants through project work in the AI era by building judgment, ownership, feedback, and client-ready skills.

Discover practical ways to keep consultants productive between projects, from training and business development to internal work and project preparation.