Templates
Templates for the documents that win clients.
QBRs, proposals, and reports — the structure with the reasoning behind it, a prompt that makes AI build the document, and one permanent tracked link to deliver it on.
QBR template
A verdict-first quarterly business review — eight sections with the reasoning, an AI prompt that builds the document, and the one-link-per-client delivery pattern.
ReportingWeekly report template
Five fixed sections, fifteen minutes a week — the recurring client report as a habit, with an AI prompt that drafts it from rough notes and the stopped-opening churn signal.
ReportingProject status report template
A verdict-first status report — milestones vs. plan, the RAG honesty rules that make red safe to use, an AI prompt, and one permanent link per project.
DeliverablesConsulting report template
Findings ranked, evidence separated, recommendations with owners and dates — plus an AI prompt that drafts it and delivery that shows the report traveling up the client org.
GovernanceBoard report template
One-page summary, KPIs vs plan, cash and runway, decisions needed — a candid board pack sent early as a tracked link, with a PDF snapshot for the minutes.
Sales proofCase study template
A one-page client-win case study — problem, intervention, results with numbers, the client-approval playbook, and an AI prompt that drafts it from your raw facts.
Field opsConstruction daily report template
The ten fields worth recording every site day and why each matters in a dispute — plus the talk-it-into-your-phone AI shortcut and one job link per project.
ProposalsConsultant proposal template
A section-by-section consulting proposal — and how to send it as a branded, tracked link instead of a flattened PDF.
How these templates work
Every template here follows the same contract. First, the structure itself — each section with the reasoning for why it exists and what order it comes in, so you can disagree intelligently instead of filling in boxes. Second, a copyable AI prompt that encodes the whole structure: paste it into Claude or ChatGPT with your real numbers and you get a finished, self-contained HTML document to review and sign off on. Third, the delivery pattern that makes a recurring document compound: publish it at one permanent link per client, replace the content each cycle, and see whether it was read before the meeting.
Related guides while you're here: how to write an executive summary · how to make a one-pager · the always-live client report · did the client open my proposal?
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