Resources Hub
Resources for consulting firms navigating the messy middle between scrappy and scaled. From winning projects and resourcing them smartly to forecasting revenue and knowing which work is actually making you money. Podcasts, guides, tools, case studies, and articles from the team behind the project intelligence platform built for firms just like yours.
Resources to help your firm scale in the AI-Era
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Building the AI-Era Consulting Firm
Join Projectworks CEO Mark Orttung, and CCO Dominique Rennell as they unpack what healthy growth and profitability actually looks like in the AI era.
Scaling a Consulting Firm | Cheat Sheet
Most consulting firms hit revenue walls they can’t push past. The few that break through build predictable, profitable growth machines. Whether you’re at $5M, $15M, or $50M, this cheat sheet maps the moves that separate firms who stall from firms who scale.
The $50m Consulting Firm
The $50 Million Consulting Firm is a practical handbook for consulting leaders, packed full of hard-won lessons from two industry veterans who’ve started, grown, and sold consultancies.
Browse the latest or explore by topic
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Level up with high-quality downloadable content
![Projectworks MCP Design Kit [Claude Skill]](https://cdn.prod.website-files.com/66e7bd6e836e6762f85a0c45/6af66595e15f437114f9e9b0_projectworks-mcp-claude-skill.png)
Your Projectworks data in Claude, looking and feeling like Projectworks. The MCP Design Kit is a free Claude skill for the Projectworks MCP that shows what the connector returns as Projectworks tables, charts and cards.
Six free tools to build a consulting firm's 2027 revenue plan. Rank clients, find the gap, set pipeline targets, plan sales pay, report to your board.
A 13-page software proposal template for IT and software services firms, covering requirements, security, delivery, support plans and milestone pricing. Free in Word and PDF. Instant download.
The $50 Million Consulting Firm
The $50 Million Consulting Firm is a practical handbook for consulting leaders, packed full of hard-won lessons from Mark Orrtung and Doug Taylor, two industry veterans who’ve started, grown, and sold consultancies.
