r/consulting

How many of you are actively using or considering using AI artifacts for deliverables or presentations? Any specific use cases willing to share?

Understandably if something will be handed over to a client it makes sense to keep it in a more ubiquitous format like word or ppt, but we are starting to more frequently build live or dynamic artifacts to use in delivering information.

Example: I have a basic assessment and benchmarking run through, and with the right intake and inputs it’s a fraction of the time spinning up the visuals in a live demo or printable format via a claude artifact vs pulling and populating ppt templates.

A lot of very accomplished people have personal logos. Tiger Woods has the iconic “TW.” Tom Brady has TB12. Even LeBron James has his initials under a crown.

I always assumed this was reserved for world-class athletes—until I logged onto Teams.

I’ve noticed some resources have turned their initials into full-blown logos for their Teams profile pictures. And these aren’t boring logos either. They’re beautifully formatted, have great color schemes, and honestly look like something you’d see embroidered on a Nike hat or polo.

Not sure if this is a new trend, but I can only assume that if you’re in the same company as Tiger Woods, Tom Brady, and LeBron James, you must be one of the greatest quality engineers to ever pick up a keyboard.

Moved to a small boutique from BCG. KM is shit show, with things all over a 100 different sharepoints, little to no organization and discoverability. I have access to everything so using copilot to search across for things I want to find. But, this isn't the case for everyone. Are there good KM solutions out there that teams can throw cleaned up proposals, project content at, it ingests and saves all of this, makes it easy to search and discover content and past work when needed, idealy providing a summary, but also links to the original file for someone to take a look at? Thinking with AI this should be possible and someone must have created it- any one have any good experiences? Bonus would be if it can integrate with an mcp or something with claudegpt&co, and some ind of slide making addin.

10yr XP strategy consultant looking to go solo soon (US-based). I want to know what tools/subscriptions you use. Here are some high level categories but welcome others. Ideally I want to start low-cost, but want to get a sense if I happen to land a few projects already in the works.

1. Invoicing / accounting

2. Digital signatures

3. MSFT office vs Google (docs/sheets) -- anybody using HTML for deliverables (via Claude)?

3a) zoom/WebEx/meet/Teams

3b) notion/obsidian for note taking

3c) AI transcription?

4. Claude / OpenAI (do you pay for the $20 or business premium/pro $100 x mo. subscription)

4a) if you some AI work, VS Code/Cursor/n8n?

5. CRM? Calendly?

6. LinkedIn for lead gen/posting reaching out

7. domain / website hosting (simple web with custom domain for email address)

8. document transfer/storage service? (How do you keep docs secure, but also allow collaboration) - any issues with security requirements from a tech/cyber angle as a contractor?

9. CPA (will find a local person, but how much should I pay, did you go s-corp early on?)

10. any bank / cc recs? Looking at Amex business banking

11. laptop recs? Haven't bought a personal laptop in 13 years :) thinking thinkpad

12. any tips on SOW T&C worth mentioning?