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Templates for Consultants & advisors

40 ready-made rooms. Pick one and WZRD builds it from your material.

  • Client proposal room

    Scope, approach, proof, team and pricing

    Agencies

  • Professional services proposal

    Problem, approach, team, scope and fees

    Professional services

  • Client portal

    Deliverables, updates, files, actions and communication

    Agencies

  • Strategy recommendation room

    Diagnosis, priorities, options and decisions

    Agencies

  • Creative concept presentation

    Concepts, rationale, references and feedback

    Agencies

  • Campaign results room

    Performance, creative, insights and recommendations

    Agencies

  • Workshop output hub

    Notes, decisions, frameworks and next steps

    Agencies

  • Audit / assessment report

    Scores, evidence, gaps and action plan

    Agencies

  • Retainer renewal room

    Results, roadmap, scope and commercial options

    Agencies

  • Pitch credentials room

    Capabilities, work, team, references and CTA

    Agencies

  • Project handover room

    Final assets, documentation, training and ownership

    Agencies

  • Expert credentials room

    People, expertise, cases and engagement CTA

    Professional services

  • Tax / accounting briefing

    Position, calculations, deadlines and actions

    Professional services

  • Engagement closeout room

    Deliverables, recommendations, files and next actions

    Professional services

  • Client matter portal

    Status, documents, deadlines and communication

    Professional services

  • Advisory report

    Analysis, options, recommendation and action plan

    Professional services

  • Client intake room

    Requirements, forms, documents and next steps

    Professional services

  • Project design review

    Concept, drawings, decisions and approvals

    Professional services

  • Legal case briefing

    Facts, timeline, issues, evidence and strategy

    Professional services

  • Due diligence client room

    Requests, documents, findings and open items

    Professional services

  • Budget review room

    Budget, variances, assumptions and decisions

    Finance & legal

  • Compliance evidence room

    Controls, evidence, gaps and remediation

    Finance & legal

  • Business case room

    Investment, assumptions, benefits, risks and ROI

    Finance & legal

  • Financial performance room

    P&L, cash, drivers, forecast and commentary

    Finance & legal