Draft Client Status Updates With AI | Cheat Sheet
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.
This cheat sheet shows you how to get AI to draft a client status update from your project data rather than from memory. It covers the prompt, what to include so the update reflects hours, budget, and progress accurately, what to check before you send, and how to keep the tone consistent across clients. It is written for consulting and professional services firms that report to clients regularly.
Everything is on one page, with numbered steps you can follow today. Download it free.
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