Consulting is fundamentally about turning research into recommendations. You gather data, analyze it, and present actionable insights to clients. The problem? The research phase eats 30-40% of every project, and most of that time is spent wrestling with formats, not thinking.

Here’s how consultants are using Save to spend less time on research mechanics and more on actual strategic thinking.

Workflow 1: Industry Reports → Client Briefing

A new engagement starts next week. You need to get smart on the client’s industry in 2 days. That means reading 10+ reports, analyst pieces, and news articles.

The workflow:

Save the key reports and articles as Markdown—all the data, quotes, and frameworks preserved
Get a synthesis:

“Here are 8 industry reports and articles about [client’s industry]. Create a 1-page industry briefing covering: market size and growth, key trends, major players, regulatory landscape, and the 3 biggest challenges facing companies in this space.”

“Based on these sources, what are the most commonly cited best practices? Which companies are referenced as leaders and why?”

Walk into the kickoff meeting prepared — Your briefing is grounded in current data from multiple sources, not from your memory of a similar project 2 years ago

Workflow 2: Case Studies → Framework Adaptation

You know McKinsey published a similar engagement. BCG wrote about a comparable transformation. HBR has a relevant case study. You want to learn from all of them without reinventing the wheel.

The workflow:

Save the published case studies and frameworks
Adapt to your client:

“Here are 3 case studies of [type of transformation] at similar companies. What frameworks did they use? What worked and what didn’t? How should I adapt these approaches for a [client’s industry/size] company?”

“Create a workplan template based on the phases described across these case studies. Map activities to weeks for a 12-week engagement.”

Start with proven approaches — You’re building on documented successes, not starting from scratch

Workflow 3: Client’s Web Presence → Current-State Assessment

Before your first workshop, you need to understand the client’s current positioning, messaging, and public-facing strategy.

The workflow:

Save the client’s website, recent press releases, and investor presentations
Build a current-state view:

“Here’s [Client]‘s homepage, about page, 3 recent press releases, and their latest investor deck. Assess their current positioning: what value proposition do they lead with? Who are they targeting? What’s their stated strategy? Where do you see potential disconnects between their messaging and market reality?”

“Compare their web presence against the industry best practices from the reports I saved earlier. Where are they behind?”

Ground your recommendations — You’re not guessing at the current state. You’ve documented it with evidence.

Workflow 4: Workshop Notes + Market Data → Strategy Deck

After a week of workshops and research, you need to produce a 40-slide strategy deck. The content exists, but it’s scattered across saved articles, workshop notes, and data sources.

The workflow:

Gather your saved research — articles, reports, competitor pages you saved throughout the week
Generate deck structure and content:

“Here are my research materials: [saved articles and reports], plus notes from client workshops. Create a strategy deck outline with: executive summary, current state assessment, market opportunity analysis, 3 strategic options with pros/cons, a recommended path, and an implementation roadmap.”

“For each slide, provide the key insight and supporting data points from these sources.”

Build the deck — You have a structured narrative with evidence for every recommendation

The Consultant’s Research System

The best consultants we know follow this rhythm:

Day 1-2: Save everything — industry reports, competitor pages, client materials, relevant case studies. Build your research library.

Day 3-4: Feed batches to AI. Synthesize, compare, extract insights. Build your point of view.

Day 5: Structure your deliverable using AI-generated analysis as the foundation. Add your experience, judgment, and client-specific nuance.

This compresses a 2-week research phase into 5 focused days.

Get Started

Install Save (free, 3 saves/month)
At the start of every engagement, save your key research sources
Feed them to Claude or ChatGPT for synthesis and analysis
Deliver insights faster without sacrificing depth

The consultant who bills for insight, not for research time, wins every engagement.

Questions or feedback? Reach us at [email protected]