Prepare Your Board Finance Update With AI | Cheat Sheet
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.
This cheat sheet shows you how to get AI to draft your board finance update from live numbers instead of rebuilding the pack by hand.
It covers pulling utilization, margin, pipeline, and cash figures into a draft, prompting for the commentary, verifying every number before it goes near a board, and preparing for the questions directors usually ask. It is written for consulting and professional services firms that report to a board or shareholders.
Everything is on one page, with numbered steps you can follow today. Download it free.
.svg){kind=small}
Explore similar resources from Projectworks
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.
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.