PromptBlocks for Consultants & Analysts
The Challenge
Consulting is inherently fragmented. You juggle multiple clients, each with their own context, deliverables, and communication preferences. Critical insights get trapped in scattered documents and half-remembered conversations. That framework you developed for one client that would be perfect for another? Good luck finding it when you need it.
Traditional AI chat tools make this worse. Every conversation starts from zero. You re-explain client context repeatedly. Past work disappears into an endless scroll of conversations. The AI that helped you last month has no memory of what you discussed.
How PromptBlocks Helps
1. Projects: One Per Client Engagement
Every client engagement gets its own project. This is the foundation of organized consulting work in PromptBlocks.
A project holds everything the AI needs to know about that client:
- Engagement scope — What you're solving, timeline, success criteria
- Client context — Industry, company size, competitive landscape
- Key stakeholders — Who makes decisions, their preferences, reporting relationships
- Deliverable requirements — Formats, length, tone, approval processes
When you start a conversation in a client's project, you skip the context-setting dance. The AI knows you're working on Acme Corp's market entry strategy, that the CFO prefers data-heavy presentations, and that Phase 1 deliverables are due next month.
This compounds over months-long engagements. By month three, your AI assistant has deep context about the client that would take hours to rebuild from scratch.
2. Mid-Chat Project Switching: Your Cross-Client Superpower
This is where PromptBlocks transforms consulting workflows.
You're deep into a strategy session for Client A when you realize: "That competitive positioning framework I developed for Client B six months ago would be perfect here."
In most tools, you'd open another tab, search through old conversations, find the framework, copy it, paste it back, and try to remember where you were. Context lost. Flow broken.
In PromptBlocks, you switch projects mid-conversation. Pull in the framework from Client B's project. Apply it to Client A's situation. Switch back. Your conversation continues seamlessly.
Real examples:
- Working on a pricing strategy and remember a margin analysis model from another engagement? Switch, grab it, adapt it.
- Client asks about change management approaches and you developed a stakeholder mapping technique for a different client? Pull it in.
- Building a presentation and want to reference a slide structure that worked well before? Access it without leaving your current work.
This is how experienced consultants actually think—drawing on patterns and frameworks across their entire practice. PromptBlocks makes that mental cross-referencing concrete and efficient.
3. File Knowledge: Your Documents, Automatically Searched
Attach key documents to each project:
- Statements of work and contracts
- Research reports and market analyses
- Previous deliverables and presentations
- Client-provided materials and data
The AI doesn't just store these files—it searches them intelligently when relevant.
Ask "What was the agreed scope for Phase 2?" and the AI finds the relevant section of the SOW and cites it directly. Ask "What did we recommend in the Q3 assessment?" and it pulls the specific recommendations from that deliverable.
This changes how you work:
- No more hunting through folders for that one document
- Contract terms surface when you're writing deliverables
- Past recommendations stay consistent with new ones
- Client-provided context gets incorporated automatically
The AI becomes your research assistant with perfect recall of every document in the engagement.
4. Chat History Search: Find Past Discussions Instantly
Consulting generates conversations. Lots of them. Strategy discussions, brainstorming sessions, drafting back-and-forth, analysis reviews.
PromptBlocks indexes all of this, making every conversation searchable.
"What did we discuss about the client's budget constraints?" — Find that conversation from three weeks ago where the CFO's concerns came up.
"When did we decide to focus on the enterprise segment?" — Locate the strategic decision and the reasoning behind it.
"What were the three options we considered for market entry?" — Retrieve the full analysis without recreating it.
This is particularly powerful for long engagements where decisions and discussions compound. Instead of relying on your notes (or your memory), you have a searchable record of every AI-assisted working session.
5. Memory: Context That Persists
Some things shouldn't require re-stating. PromptBlocks remembers them for you.
Client preferences:
- "The CEO wants executive summaries under 300 words"
- "Always use their internal terminology: 'partners' not 'vendors'"
- "They prefer recommendations in priority order, not bullet lists"
Key decisions:
- "We agreed to exclude the APAC market from this analysis"
- "Budget ceiling is $2M for Phase 1"
- "Stakeholder interviews will happen in February"
Engagement context:
- "Main competitor is TechCorp, who launched a similar product in Q2"
- "Internal champion is the VP of Strategy, skeptic is the CFO"
These memories persist across conversations. You can add them explicitly ("Remember that...") or accept AI-suggested memories when they're useful.
The result: your AI assistant develops genuine understanding of each engagement over time, not just within a single chat session.
Sample Prompts for Consultants
Strategic Analysis with Full Context
Based on the client's competitive landscape and the budget constraints
we discussed, outline three strategic options for market entry.
For each option:
- Investment required
- Timeline to results
- Key risks
- Fit with stakeholder priorities
Reference the market research in my project files for supporting data.
Cross-Client Framework Application
I want to apply the value chain analysis framework from the
[Client B] project to this client's situation.
Adapt it for:
- Their industry (healthcare vs. manufacturing)
- Their scale (mid-market vs. enterprise)
- The specific question we're answering about operational efficiency
Deliverable Drafting with Memory
Draft the executive summary for the Phase 1 deliverable.
Pull key findings from our analysis conversations this month.
Follow the client's formatting preferences.
Keep it under their requested word count.
End with the three prioritized recommendations we finalized last week.
Getting Started
- Create a project for each active client — Include engagement scope, key stakeholders, and any context the AI should know from day one.
- Attach your key documents — SOW, contracts, research, previous deliverables. The more context, the more useful the AI becomes.
- Work naturally — As you have conversations, memories accumulate. The AI learns the engagement.
- Use cross-project switching — When insights from one client apply to another, pull them in. This is where the real leverage happens.
- Search when you need history — Past conversations become a resource, not a graveyard.
PromptBlocks turns fragmented consulting work into a connected practice. Your projects hold context. Your files get searched. Your conversations stay findable. Your insights travel across clients. And your AI assistant actually remembers what matters.