Resources:
Guides, Tools, & Downloads

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.

A free revenue plan template that sets your target against what your pipeline can actually deliver, then shows the gap in total and month by month. One Excel workbook, four tabs, seven steps.

A 16-page statement of work template for consulting firms, with testable acceptance criteria, change control and a change request form. Free in Word and PDF.

Find out which clients made you money last year and which ones to go after next. A free skill for Claude, with a report you can read and action in ten minutes.

Turn your 2027 revenue goal into the proposals, pipeline and deals you need each quarter. Built for heads of sales, BD leads and founders who'd rather plan the year than guess at it.

Eleven pages that walk your client from “here’s our problem” to “where do I sign.” Free in Word and PDF. Instant download.

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.