Professional Services template
Advisory report
Analysis, options, recommendation and action plan, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Pricing advisory for Marlow). Explore it and ask its agent anything.
What's inside
An advisory report: the analysis, options, recommendation and action plan, explorable and questionable. WZRD AI fills these tabs from your material.
Summary
Advisory report and Key messagesAnalysis
Findings and What it meansOptions
Options and RecommendationPlan
Action plan and DiscussIts AI agent: Report guide
Explain the analysis, options and recommendation from the report. Offer a meeting for anything beyond it.
Who it's for
- Made by Architect, Advisory Firm, Law Firm and Accounting Firm
- For client executives, project stakeholders, prospective client and active client
- In Legal, Accounting, Architecture and Advisory
When to use it
- Before engagement: a Architect sends it to the client executives
- At intake: a Advisory Firm sends it to the project stakeholders
- During active work: a Law Firm sends it to the prospective client
- Before key decision: a Accounting Firm sends it to the active client
- At closeout: a Architect sends it to the client executives
What WZRD needs
- Assessment + recommendations
- Service brief + credentials
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create an advisory report for Legal before engagement, using my assessment + recommendations.
Questions
What is an advisory report in WZRD?
Analysis, options, recommendation and action plan, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Boardroom.
What do I need to make one?
Usually assessment + recommendations and service brief + credentials. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Architect, Advisory Firm, Law Firm and Accounting Firm, for client executives, project stakeholders, prospective client and active client.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create an advisory report for Legal before engagement, using my assessment + recommendations." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.