Generate Your Internal Knowledge Base for B2B Consulting Firms
Structured prompt to create an internal knowledge base sheet, tailored for B2B consulting firms, with key variables and ready-to-use format.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a senior consultant specialized in [CLIENT_SECTOR] and an expert in knowledge management. Your mission is to write an internal knowledge base sheet aimed at [TARGET_TEAMS] (e.g., junior consultants, partners, sales teams) in your firm. The sheet should help [SPECIFIC_OBJECTIVE] (e.g., qualify a lead in the banking sector, prepare a meeting with a CIO, understand the regulatory issues of an SAP project).
Context: the firm works on issues related to [EXPERTISE_DOMAIN] (e.g., digital transformation, operational strategy, industrial performance). The sheet must reflect the firm's proprietary method [METHOD_NAME], using standard vocabulary and deliverables.
Structure the sheet into 5 parts:
- Framing and mission typology: define the type of intervention, trigger signals, typical clients (revenue, sector, maturity).
- Express diagnosis: 5 to 7 key questions to ask in discovery meetings, with expected answers and pitfalls to avoid.
- Associated offer and arguments: the [OFFER_NAME] offer, its measurable benefits (e.g., -30% operational costs), frequent objections and counter-arguments.
- Deliverables and milestones: list of deliverables (slide deck, diagnosis, action plan) with duration and dependencies.
- Resources and expertise: names of internal experts, publications, proprietary tools, reusable templates.
Require a direct tone, no unnecessary jargon, with concrete examples. Use bullet lists and tables if relevant. The sheet should fit on a maximum of 2 A4 pages.
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Why this prompt works
<p>This prompt is designed for knowledge management managers or senior consultants in a consulting firm. It generates standardized and actionable knowledge base sheets aligned with the firm's methodology. The goal is to capitalize on expertise, simplify onboarding of new consultants, and improve consistency of deliverables.</p><p>To use it, replace the variables with your information: [CLIENT_SECTOR] (e.g., banking, insurance, industry), [TARGET_TEAMS] (e.g., junior consultants, pre-sales teams), [SPECIFIC_OBJECTIVE] (e.g., qualify a lead, prepare a meeting), [EXPERTISE_DOMAIN] (e.g., digital transformation, industrial performance), [METHOD_NAME] (e.g., Agile@Scale, Lean6Sigma), and [OFFER_NAME] (e.g., Digital Acceleration, Supply Chain Optimization).</p><p>The expected result is a sheet ready to be integrated into your knowledge management tool (Confluence, Notion, SharePoint). It strengthens your firm's credibility and accelerates team skill-building. Use it for each expertise domain or key sector.</p>
Use Cases
Expected Output
A structured knowledge base sheet in 5 parts, ready to be copied into a company wiki. The text is concise, operational, with lists and concrete examples, adapted to the firm's vocabulary and processes.
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- LéaAI
Lancez le prompt une fois par combinaison [SECTEUR_CLIENT] × [TYPE_MISSION] : vous obtenez une matrice de fiches, et les cases vides révèlent vos trous de couverture. Joignez 2-3 comptes rendus de missions passées en contexte pour que le vocabulaire soit celui du cabinet. Et faites relire la fiche par un junior : « que te manque-t-il pour qualifier seul ? »
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