Which AI tool should sit at the centre of a consulting workflow?

For long-context synthesis across interviews, decks and financials, Claude (Projects) is hard to beat. Use ChatGPT for structured deliverables and Perplexity Pro for cited research — the prompts here are written to move cleanly between all three.

Can ChatGPT actually build consulting-quality slides?

The prose and structure — yes. The visual polish — not on its own. Draft the action title and body with the Slides prompt in this pack, then push it into Gamma to generate the visual layout in seconds.

How do I get trustworthy research answers with sources?

Don't use vanilla ChatGPT for market or competitive research — it hallucinates. Use Perplexity Pro (cited web + academic modes) for the research pass, then feed the summary into the analysis prompts here for structuring.

What's the fastest way to turn client calls into deliverables?

Record with Fathom (or a similar consented recorder), export the transcript, then use the workshop and stakeholder-map prompts in this pack to convert it into decisions, actions and owners the same day.

Are proposal and case-study prompts safe to use with client names?

Only if you're using a tool with a no-training clause on your inputs. Otherwise anonymise until the very final pass, then paste real names locally. The proposal and marketing prompts here are designed so the model never needs the real client name to produce a strong draft.

All guides

Consulting · Prompts10 prompts

ChatGPT Prompts for Consultants

ChatGPT prompts that shave hours off every consulting engagement

A working set of ChatGPT prompts for management consultants, strategy leads and independent advisors. Proposals, discovery, frameworks, slides, and client-ready synthesis — structured for the way engagements actually run.

Pair these prompts with the right tools

See our curated AI Tools for Consultants directory

View the stack →

All10 Analysis2 BD1 Change1 Communication1 Discovery1 Facilitation1 Marketing1 Slides1 Synthesis1

The prompts

The first two are free — copy, paste, fill the {placeholders}. Unlock the rest with your email below (free, no spam).

Turn an RFP into a proposal outline

Act as a strategy consulting engagement manager. From the RFP below, produce a proposal outline: our understanding of the ask, why now, proposed approach in 3–5 workstreams with objectives and outputs per stream, team shape, timeline (weeks), risks and mitigations, and 3 differentiators. RFP: {paste}.

Discovery interview guide

Discovery

Design a 45-minute discovery interview guide for a {role} at a {industry} client on the topic of {topic}. 8 open questions grouped by warm-up, current state, pain, aspirations, and constraints. Include a follow-up probe for each and a closing question that surfaces unspoken concerns.

MECE issue treeLocked

Analysis

Build a MECE issue tree for the client question: '{question}'. Three levels deep. At the leaf level, state the hypothesis, the data needed to test it, and the analysis method. Return as a nested Markdown list.

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SCQA storyline for a client deckLocked

Communication

Structure a client presentation using SCQA. Situation, Complication, Question, Answer, followed by a pyramid of 3 supporting arguments with 2–3 evidence points each. Topic: {topic}. Audience: {audience}. Desired action: {ask}. Keep it board-ready.

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Executive summary from raw findingsLocked

Synthesis

You are a partner reviewing a draft report. From the raw findings below, write a one-page executive summary: headline insight, 3 supporting findings with 'so-what', recommended actions with owner and horizon, and one risk to flag. Confident, non-hedging, British English. Findings: {paste}.

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Slide draft from bullet pointsLocked

Slides

Turn these bullets into a single consulting slide: action title (one sentence insight, not a topic), sub-header context, 3 body points structured as claim → evidence → implication, and a footer source line. Bullets: {paste}.

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Stakeholder mapLocked

Change

Create a stakeholder map for {initiative} at {client}. Columns: name/role, interest (H/M/L), influence (H/M/L), current stance (champion/supporter/neutral/skeptic/blocker), what they need from us, engagement action, owner. Suggest a 2x2 quadrant view narrative in 3 sentences.

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Workshop agenda that actually decides somethingLocked

Facilitation

Design a 3-hour executive workshop agenda to decide {decision}. For each block: time, objective, method (e.g. dot voting, red team), inputs, outputs, facilitator moves. End with a clear decision, owner, and next step. Include a pre-read summary of one page.

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Financial model sanity checkLocked

Analysis

Act as a senior consultant reviewing a client's financial model summary below. Identify 5 assumptions that most drive the result, sensitivity ranges to test, formula risks to check, and 3 questions to ask the CFO before we present. Summary: {paste}.

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Post-engagement case studyLocked

Marketing

Draft a 400-word case study for our website from this engagement summary. Structure: client (anonymised if needed), challenge, approach, results (quantified where possible), client quote placeholder. Concrete, no consulting jargon, British English. Summary: {paste}.

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Recommended tools for these prompts

These prompts work in any chat model, but pair them with the right specialist tool and you'll cut hours per week. Every pick comes from our AI Tools for Consultants stack.

See the full stack →

Perplexity Pro
Freemium
Sourced answers for market sizing, competitor scans and exec briefings.
Best for
Cited research at speed
Read our review →See in Management Consultants & Advisors stack
Gamma
Freemium
Generate polished decks from a prompt or a Google Doc in minutes.
Best for
First-draft client decks
Read our review →See in Management Consultants & Advisors stack
Claude (Projects)
Freemium
Long-context assistant for synthesising interview transcripts and reports.
Best for
Synthesis of long documents
Read our review →See in Management Consultants & Advisors stack
Fathom
Free
Records, transcribes and summarises client calls with action items.
Best for
Client call intelligence
Read our review →See in Management Consultants & Advisors stack
Julius AI
Freemium
Ask questions of spreadsheets and get charts, models and insights back.
Best for
Analysing client data
Read our review →See in Management Consultants & Advisors stack
Superhuman AI
Paid
Triages your inbox, drafts replies and schedules follow-ups.
Best for
Reclaiming email hours
Read our review →See in Management Consultants & Advisors stack

Free download

Get the full Consulting prompt pack as a PDF

Every prompt on this page, formatted for copy-paste, plus 5 bonus prompts we don't publish here. One email, no spam, unsubscribe anytime.

Delivered with our shortlist of the best AI tools for management consultants & advisors.

Frequently asked questions

The questions we hear most from consulting teams running these prompts in the UK.

Which AI tool should sit at the centre of a consulting workflow?: For long-context synthesis across interviews, decks and financials, Claude (Projects) is hard to beat. Use ChatGPT for structured deliverables and Perplexity Pro for cited research — the prompts here are written to move cleanly between all three.
See Claude (Projects) in the Management Consultants & Advisors stack →Read our Claude (Projects) review
Can ChatGPT actually build consulting-quality slides?: The prose and structure — yes. The visual polish — not on its own. Draft the action title and body with the Slides prompt in this pack, then push it into Gamma to generate the visual layout in seconds.
See Gamma in the Management Consultants & Advisors stack →Read our Gamma review Jump to Slides prompts →
How do I get trustworthy research answers with sources?: Don't use vanilla ChatGPT for market or competitive research — it hallucinates. Use Perplexity Pro (cited web + academic modes) for the research pass, then feed the summary into the analysis prompts here for structuring.
See Perplexity Pro in the Management Consultants & Advisors stack →Read our Perplexity Pro review Jump to Analysis prompts →
What's the fastest way to turn client calls into deliverables?: Record with Fathom (or a similar consented recorder), export the transcript, then use the workshop and stakeholder-map prompts in this pack to convert it into decisions, actions and owners the same day.
See Fathom in the Management Consultants & Advisors stack →Read our Fathom review
Are proposal and case-study prompts safe to use with client names?: Only if you're using a tool with a no-training clause on your inputs. Otherwise anonymise until the very final pass, then paste real names locally. The proposal and marketing prompts here are designed so the model never needs the real client name to produce a strong draft.
Jump to Marketing prompts →

ChatGPT Prompts for Consultants

The prompts

Turn an RFP into a proposal outline

Discovery interview guide

MECE issue treeLocked

SCQA storyline for a client deckLocked

Executive summary from raw findingsLocked

Slide draft from bullet pointsLocked

Stakeholder mapLocked

Workshop agenda that actually decides somethingLocked

Financial model sanity checkLocked

Post-engagement case studyLocked

Recommended tools for these prompts

Perplexity Pro

Gamma

Claude (Projects)

Fathom

Julius AI

Superhuman AI

Get the full Consulting prompt pack as a PDF

Frequently asked questions

Keep going