Using GenAI can speed up the creation of essential consultancy documents, like audit reports and proposals, by handling the heavy lifting for you—gathering data from reliable sources and generating high-quality content.

Setting up the right prompts ensures that your teams work efficiently and stay on-brand. Here are eight GenAI prompts that consulting firms can use every day:

1. Deliver a market overview and trends analysis

Objective: Give clients a high-level view of the current market landscape.

Sample prompt:
“Provide a comprehensive overview of the current [industry] market. Include recent trends, growth rates, emerging technologies, regulatory changes, and shifts in consumer behavior. Focus on key drivers of market change and upcoming trends.”

2. Analyze the competitive landscape

Objective: Offer an in-depth look at key competitors and their positioning.

Sample prompt:
“Conduct a competitive analysis for [industry/sector]. Include a SWOT analysis of the top competitors, covering their strengths, weaknesses, market share, and product/service differentiators. Suggest areas where our client could gain an advantage.”

3. Define customer segmentation and personas

Objective: Segment the client’s customer base to refine strategies.

Sample prompt:
“Break down the target customer base for [client’s product/service] in [market or region]. Segment by demographics, psychographics, and buying behaviors. Describe each segment’s key characteristics, purchasing patterns, and main needs. Include ideal customer personas with examples.”

4. Uncover consumer behavior and insights

Objective: Understand customer motivations and buying patterns.

Sample prompt:
“Analyze consumer behavior within the [industry/market] for [client’s product/service]. Include insights on motivations, purchase triggers, decision-making processes, and online trends. Note any changes in behavior due to recent market events.”

5. Identify trends in technology and innovation

Objective: Spot emerging technologies that could impact the client’s business.

Sample prompt:
“Identify emerging technologies and innovations in the [industry/sector] relevant to [client’s business]. Focus on advancements in automation, AI, digital transformation, and industry-specific innovations. Discuss how these technologies could benefit or pose risks to our client.”

6. Outline regulatory and compliance insights

Objective: Map out the regulatory landscape and compliance risks.

Sample prompt:
“Provide an overview of current and upcoming regulatory requirements for the [industry/market] in [specific region]. Highlight recent changes, legal risks, and obligations that may impact operations, especially in sectors like healthcare, finance, or energy.”

7. Assess risks and opportunities

Objective: Identify risks and growth opportunities within the market.

Sample prompt:
“Conduct a risk and opportunity assessment for [client’s industry/market]. Outline market threats, economic risks, competitive risks, and operational challenges. Highlight growth areas, acquisition opportunities, and possible partnerships.”

8. Evaluate digital strategy and channel insights

Objective: Explore digital trends and opportunities in online channels.

Sample prompt:
“Analyze digital marketing and online engagement trends in the [industry/market]. Focus on consumer behavior across digital channels, social media engagement, and trends in content. Identify key opportunities to improve brand visibility and leverage online channels.”

One consultant asks ChatGPT, “Summarize recent market trends in finance.” Another asks, “Identify the top five financial trends impacting risk management for UK firms over the past year.” One of these prompts delivers a thorough, client-ready assessment—and that’s the importance of consistent AI prompt management.

Templafy adds a management layer to GenAI, giving companies complete control over AI prompts and ensuring every team member—from junior analysts to senior consultants—asks the right questions. With Templafy, firms can set detailed prompt parameters, including writing style, tone-of-voice, length, specific key points to highlight, and the format for laying out the analysis. Well-engineered prompts can even span multiple pages, providing clear and actionable guidance for AI-generated content.

Templafy also connects directly to company-approved databases, pulling the latest insights on industries, personas, and markets. This keeps content accurate, reliable, and aligned with brand and compliance standards, all while speeding up the document creation process.