Free Strategy and Consulting Templates
Consulting work ends in a document. These templates cover the common ones: competitive analysis, discovery reports, strategy roadmaps, vendor comparisons, annual and quarterly business reviews, case studies, and whitepapers.
Each one has an executive summary, findings, and recommendations in a layout a client will read. Paste your notes and the AI writes the report around them.
12 templates, all free to customize and download as a PDF. Need something else? The AI whitepaper generator writes one from your notes.
Strategy Roadmap template
A GTM strategy roadmap document with market sizing, ICP definition, channel strategy, hiring plan, 12-month milestones, and risk mitigation. Ideal for consultants and heads of strategy.
Competitive Analysis Report template
A thorough competitor analysis with a 5-competitor comparison matrix, positioning map, our positioning narrative, and a battlecard for winning against top competitors.
Consulting Discovery Report template
A structured consulting findings report with an executive summary, identified bottlenecks, prioritized recommendations, and estimated impact. Ideal for management consultants and business coaches.
Vendor Comparison Report template
A structured vendor evaluation report with a weighted scoring matrix, feature comparison table, 3-year cost comparison, and a final recommendation with justification. Pre-filled with a CRM evaluation example.
OKR Planning Document template
A quarterly OKR planning document with 3 company objectives, 3 key results each, owners, and a status tracking column. Pre-filled with Series A startup Q2 OKRs.
Annual Business Review template
A comprehensive year-end business review covering revenue, team growth, product milestones, customer metrics, top wins, key mistakes, and 2025 priorities. Ideal for founders and department heads.
Professional Whitepaper template
A polished two-column whitepaper template with an executive summary, data callout boxes, and branded header/footer. Ideal for B2B reports and research documents.
Agency Case Study template
A professional marketing agency case study with challenge, solution, and results structure. Includes metrics callout boxes, pull quotes, and a campaign timeline.
Business Plan template
A lender-ready small-business plan with an executive summary, market and competitor analysis, marketing and operations plans, a management team, and financial tables. Pre-filled with a coffee roastery that seeks an SBA loan.
Quarterly Business Review template
A landscape quarterly business review deck with headline KPIs, revenue by month and channel, a goals-vs-actual table, and a next-quarter roadmap with owners and dates.
QBR Presentation template
A quarterly business review deck for account and client teams, with a scorecard against the quarter's objectives and key results, metric cards, and a next-quarter roadmap. Pre-filled with a logistics-software client example.
Design Case Study template
A story-driven design case study for brand and packaging studios. It walks through the challenge, a before/after spread, the identity system, packaging, a client quote, and results with a revenue chart.
Guides
- How to Write a Competitive Analysis (Step by Step, With an Example)
- How to Write an Annual Business Review (and a Quarterly Business Review)
- Consulting Report Template: What to Include for Strategy, Audit, and Implementation Deliverables
- Whitepaper Structure: Executive Summary, Sections, and How Long It Should Be
- Client Deliverable PDF: What "Client-Ready" Means (Hierarchy, Branding, References)
More template categories
- Proposal and Quote Templates
- Invoice and Billing Templates
- HR and Employee Templates
- One-Pager and Sales Templates
- Startup and Business Plan Templates
- Marketing Report Templates
- Agency and Client Templates
- Brochure, Catalog, and Newsletter Templates
- Nonprofit Templates
- Real Estate Templates
- Book and Cookbook Templates
- eBook and Digital Product Templates
- Education and Course Templates
- Fitness, Meal Plan, and Wellness Templates
- Event, Wedding, and Planner Templates