Resources:
Guides, Tools, & Downloads
Calculators, cheat sheets, templates, and guides built for consulting firm operators. The kind of things you'd actually bookmark. Whether you're sizing up your margins, stress-testing a hiring plan, or trying to get a new process off the ground, these are practical tools you can put to work today.
Sales Incentive Plan Calculator For Consulting Firms
The best consulting sales people win new clients and grow the ones you already have, at a margin worth keeping. Build a sales incentive plan that pays them for both. Answer five questions about your firm and the role, and the sales incentive plan calculator gives you a one-page plan with your numbers in it, ready to download. Built for consulting and professional services firms of 10 to 200 people.
How to Win More Work | A Consultant's Guide to Growing Profitably in 2026
In this practical guide, you'll uncover industry benchmark data.
Consulting Mergers and Acquisitions | Cheat Sheet
Built from real experience, this M&A cheatsheet is for any founder or consulting leader planning their exit.
All Projectworks
Guides, Tools & Downloads
The best consulting sales people win new clients and grow the ones you already have, at a margin worth keeping. Build a sales incentive plan that pays them for both. Answer five questions about your firm and the role, and the sales incentive plan calculator gives you a one-page plan with your numbers in it, ready to download. Built for consulting and professional services firms of 10 to 200 people.
A step-by-step cheat sheet showing consulting firms how to build a Skill in Claude or ChatGPT that turns project data into a client status deck.
Based on a survey of 100 high-growth US consulting firms, this whitepaper breaks down how firms responding to the pricing, AI, and tech-stack pressures reshaping the industry right now. It covers the five places every firm needs to act, and what the firms pulling ahead are doing differently.
This guide explains how to work out what AI is actually returning at your engineering firm. Plus, five free AI Cheats Sheets to start winning back time and tighten project delivery using AI.
A step-by-step cheat sheet showing consulting firms how to draft a board finance pack from live data from your PSA software using AI tools like Claude or ChatGPT.
A step-by-step cheat sheet showing consulting firms how to run a weekly project risk review with AI, using budget burn, WIP, and scope data from your PSA software.
A step-by-step cheat sheet showing consulting firms how to use AI to work through resourcing options when someone becomes unavailable at short notice.
A step-by-step cheat sheet showing consulting firms how to use AI to shortlist and resource project teams based on availability, skills, and delivery history.
A step-by-step cheat sheet showing consulting firms how to turn live project data into a client status update using AI tools like Claude or ChatGPT.
A step-by-step cheat sheet showing consulting firms how to set up a scheduled AI task that finds who has not submitted a timesheet and drafts the reminder.
Connect the tools you already use to Claude or ChatGPT and get your week's timesheet drafted for you. A step-by-step cheat sheet for consulting firms.
In this practical guide, you'll uncover industry benchmark data.
.svg){kind=small}
