Resources

Stop reading about AI. Start running it.

Frameworks, breakdowns and plays for professional services leaders. No theory, no hype - just what changed, why it matters, and what to do next.

Featured breakdown

OpenCode vs Claude Code: Which AI Coding Agent Fits Your Consultancy?

A head-to-head look at two terminal AI coding agents, with real costs, governance trade-offs, and a clear rule for which one fits your team.

7 min watch + read 17 Jun 2026

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The library

Two Dashboards That Replace Your Morning Routine – Built Live in Claude

Claude's live artifacts now stay connected to HubSpot, Notion, Gmail and BigQuery. Here is how a business pulse dashboard and an attention dashboard replace the tools patchwork and the hour you lose assembling it every morning.

7 min watch + read Managing Partner, COO

OpenCode vs Claude Code: Which AI Coding Agent Fits Your Consultancy?

A head-to-head look at two terminal AI coding agents, with real costs, governance trade-offs, and a clear rule for which one fits your team.

7 min watch + read Managing Partner, COO

Claude Code Has Four Interfaces. Most Teams Test the Wrong One First.

A breakdown of Claude Code's four interfaces, compared on setup, features, and fit, with a clear rule for where your team should start.

7 min watch + read Managing Partner, COO

Claude Code Goes Local: What Ollama v0.14 Means for Consultancies

How Ollama v0.14 lets you run Claude Code on-premise so client code never leaves the building, and where local models still fall short of cloud.

7 min watch + read Managing Partner, Delivery lead

Why I Stopped Using ChatGPT for Consultancy Work

Why context amnesia made ChatGPT the wrong fit for parallel client work, and how Claude projects, two-way artefacts, RAG, and skills changed how the team delivers.

9 min watch + read Managing Partner, COO

Copilot vs CoWork: Which AI Tool Actually Fits Your Consultancy?

A head-to-head on Microsoft Copilot and Claude CoWork for professional-services firms, covering capability, Excel, cost, governance maturity, and how to choose.

8 min watch + read Managing Partner, COO

Claude Skills: How to Make Your Best Workflows Portable Across Every Client Engagement

What Claude Skills are, how they fit alongside Projects and MCP tools, and three portable workflows worth building so consultancy expertise survives staff change.

7 min watch + read Managing Partner, COO

OpenAI Agent: What It Actually Does – and Whether Your Team Should Care

A plain look at what OpenAI Agent can and cannot do across three real tests, and why your firm's readiness matters more than the tool.

7 min watch + read Managing Partner, COO

Manus AI and Open Manus: What Autonomous AI Agents Actually Look Like Right Now

An honest look at Manus AI versus the open-source Open Manus, what they really deliver today, and the governance to settle before you trust one with client work.

6 min watch + read Managing Partner, COO

HubSpot and Claude: What the MCP Integration Actually Does (and Where It Falls Short)

An honest test of the HubSpot-Claude MCP integration on real sales tasks: what works today, what to avoid, and where it leaves your firm.

7 min watch + read Managing Partner, COO

Perplexity Comet: What an AI-Powered Browser Actually Does in a Working Day

A grounded look at what Perplexity's local AI browser does across three real business tasks, the risks worth knowing, and how to pilot it safely.

7 min watch + read Managing Partner, COO

P One workflow. One prompt. Copy and run it.

How to Build a Data Warehouse Without a Data Engineer

Build a full HubSpot, GA, and Google Ads warehouse with BigQuery, Airbyte, dbt, and Claude Code in about a day, no data engineer required.

10 min read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

The Quiet Risk Inside Every AI Rollout: Cognitive Offloading and What to Do About It

Three studies show AI overuse erodes a team's thinking. Five governed habits keep human judgement in the lead while AI stays the accelerant.

7 min read Managing Partner, COO

Ten Security Failures That Should Stop Any Consultancy Using OpenClaw

A documented rundown of OpenClaw's security failures and why no consultancy handling client data should let this AI agent near its network.

8 min watch + read Managing Partner, COO

What Manus AI's Free Plan Actually Means for Professional Services Firms

Manus AI is now free to try. Here is what the daily credits really buy, where the agent falls short, and what to fix before you trust it with client work.

6 min watch + read Managing Partner, COO

Why 88% of AI Agent Projects Never Reach Production – and What Anthropic Just Did About It

What Anthropic's Managed Agents platform changes for consultancies, how it compares to five alternatives, what it costs, and the three caveats to weigh before committing.

9 min watch + read Managing Partner, COO

Five Real AI Security Breaches – And What Every Professional Services Firm Needs to Do Now

Five real 2024–2025 AI agent breaches, the single root cause behind them, and the governance steps to scope access before attackers exploit it.

8 min watch + read Managing Partner, COO

P One workflow. One prompt. Copy and run it.

Three ChatGPT Features Your Team Is Ignoring (And Why That Costs You Hours Every Week)

Three ChatGPT settings most teams never touch — Custom Instructions, Memory, and Projects — that cut re-prompting and editing across your firm in under 30 minutes.

8 min read COO, Delivery lead

Every Child Deserves a Personal Tutor. AI Makes That Possible.

How a no-code custom GPT delivers one-to-one mastery learning, and why the same Knowledge-Workflow-Agents pattern creates real capacity inside a firm.

7 min watch + read Managing Partner, Delivery lead

F Evergreen reference. The thinking, mapped out.

What Is AI, an LLM, and an Agent? The Foundations Your Firm Needs Before Building Anything

The three concepts under every AI build — AI versus machine learning, what an LLM does, and what makes an agent — so model, prompt and cost decisions get easier.

7 min read Managing Partner, COO

Why Most Consultancies Are Still Doing AI Wrong

Three shifts that move AI from copy-paste theatre to firm-wide infrastructure, why Excel-to-PowerPoint is the place to start, and how to tell if your firm is ready.

5 min watch + read Managing Partner, COO

How to Build an AI Agent Workforce Without a Developer in Sight

A plain-English look at Relevance AI for professional services firms — what it does, where it fits against Zapier, n8n and LangChain, and whether you are ready to deploy agents.

9 min watch + read Managing Partner, COO

Claude Design vs Gamma: Which Tool Belongs in Your Consultancy's Delivery Stack?

A head-to-head on Claude Design and Gamma for consultancies, tested on a real pitch deck and dashboard, covering brand consistency, the code handover, cost, and how to choose.

8 min watch + read Managing Partner, Delivery lead

P One workflow. One prompt. Copy and run it.

How to Build Your First AI Agent in n8n – Without Writing a Single Line of Code

Build a live AI agent you can chat with in n8n in about ten minutes, no code, using a free trial and an OpenAI API key.

7 min read COO, Delivery lead

10 Claude Code Features Your Team Is Missing

The Claude Code features most consultancy teams skip, from CLAUDE.md and the billing trap to hooks, managed settings, and headless CI/CD.

11 min watch + read COO, Delivery lead

I Tested 10 AI Slide Tools So You Don't Have To – Here's What Actually Works

A scored head-to-head of 10 AI presentation tools across three real consulting decks, ranking which produce client-ready, editable output and which waste your time.

8 min watch + read Managing Partner, Delivery lead

The 60% Problem: How Consultancies Can Reclaim Partner Time Without Hiring a Sales Ops Team

Reps lose 60% of the week to non-selling admin. Six connectors and five skills in Claude's co-work hand that time back without a sales ops hire.

9 min watch + read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

Your AI Rollout Plan: Five Moves That Actually Stick

Five sequenced moves — Align, Activate, Amplify, Accelerate, Govern — that turn scattered AI pilots into something your whole firm relies on, with a 30-60-90 day plan.

9 min read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

Why Your AI Agent Gives Inconsistent Results (And What to Fix First)

The three fundamentals — tokens, prompts, and context — that separate a reliable AI agent from an expensive demo, and the questions to ask before any deployment.

8 min read COO, Delivery lead

From Chat Box to Leverage: The Complete Guide to Claude Skills, Plugins, and Connectors

How Claude skills, plugins, and connectors turn a chat box into codified firm processes that ship reliable work, not just faster answers.

7 min watch + read Managing Partner, COO

Can AI Outforecast Your Team? The Case for Probability-Based Planning

A new class of live AI benchmarking tests whether models can beat human judgement on unresolved questions, and how to apply it to your firm's real planning calls.

8 min watch + read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

What AI Actually Means, and Where It Drives ROI in Your Business

A working map of the key AI terms, where each technology actually applies in professional services, and a sharper eye for what vendors are really selling.

8 min read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

The 5-Minute AI Audit: Three Questions That Tell You Exactly Where to Start

A five-minute scoring test that replaces vendor-demo guesswork with a clear filter for which tasks in your firm are actually worth automating first.

5 min read Managing Partner, COO

P One workflow. One prompt. Copy and run it.

The Eight-Step AI Implementation Blueprint Your Firm Actually Needs

A repeatable eight-step method that starts with the business problem, not the technology, and leaves you with an AI implementation blueprint you can hand to a delivery team.

8 min read COO, Delivery lead

P One workflow. One prompt. Copy and run it.

How to Run a Local AI Agent for Free Using n8n and Google Gemini

A step-by-step play for standing up a working AI agent on your own laptop in about twenty minutes, at zero cost, before you commit budget to any platform.

5 min read COO, Delivery lead

P One workflow. One prompt. Copy and run it.

Deploying AI Agents to Production: The Three Pillars Every Firm Needs

The operational discipline that turns a working AI demo into a production workflow your whole team can run, trust, and maintain: reliability, observability, and ownership.

7 min read COO, Delivery lead

Claude for Small Business: What the Privacy Small Print Actually Says

A walkthrough of Anthropic's Claude for Small Business plugin and the one privacy default on Pro and Max plans you should change before connecting any client data.

5 min watch + read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

How to Stop Your AI Agent Causing an Expensive Incident

The architecture and controls that keep an obedient AI agent from following a hidden instruction and turning a useful workflow into an expensive incident.

5 min read Managing Partner, COO

P One workflow. One prompt. Copy and run it.

Your Team Needs a Tutor That Watches the Screen With Them

How to use Google AI Studio's free real-time screen-sharing mode as a live tutor that guides your team through the actual software they are using.

5 min read COO, Delivery lead

P One workflow. One prompt. Copy and run it.

What a Voice AI Chatbot Actually Changes for Your Consultancy Website

A practical five-step build for an after-hours voice agent that qualifies enquiries and books calls from your own content, with the real costs and caveats.

7 min read COO, Delivery lead

F Evergreen reference. The thinking, mapped out.

Why Your AI Agent Gets Numbers Wrong — and How to Fix It

The design controls that turn a clever demo into a production agent your team trusts, by grounding answers in real data and forcing it to calculate rather than guess.

6 min read COO, Delivery lead

F Evergreen reference. The thinking, mapped out.

The Yes-Man Problem: Why Your AI Tool's Biggest Risk Is That It Always Agrees With You

A new benchmark scores whether AI models push back on broken premises — and the results turn model choice into a risk decision for any firm putting AI on client work.

6 min read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

Three Things 2026 Will Expose About Your Consultancy

What shifted operationally in 2025, what it means for win rate, margin and capacity in the year ahead, and where to focus depending on which part of the firm you own.

9 min read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

How to Choose the Right AI Tools for Your Professional Services Firm

A category-first way to cut through vendor noise and pick AI tools that fit your firm's real workflows, stack, and compliance constraints.

8 min read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

How to Build Your AI Tech Stack and Budget Without Getting It Wrong

A leader's method for designing an AI stack and budget your team can actually run — from stack shape and hidden costs to phased ROI and a road map that holds.

9 min read Managing Partner, COO

From Messy Notes to Client-Ready Decks: How Small Teams Are Using Gamma AI

A practical walkthrough of where Gamma AI genuinely saves a small team hours on decks — and the judgement, voice, and accuracy that stay firmly yours.

6 min watch + read Managing Partner, Delivery lead

P One workflow. One prompt. Copy and run it.

Why Your AI Sales Agent Gives Wrong Answers — and the Fix Most Firms Miss

Wire your AI agent to live records with RAG and a handful of tools, so every answer it gives is fresh, traceable, and safe to say in front of a client.

7 min read COO, Delivery lead

F Evergreen reference. The thinking, mapped out.

What Is an AI Agent — and Where Should Your Firm Start?

A plain-English account of what an AI agent actually is, why the workflow is the right starting point, and where agents fit inside the KWA and 5 Steps frameworks.

5 min read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

How to Spot Real AI Opportunities in Your Business

A repeatable method for finding the AI opportunities that genuinely pay off — how to define value, map a process for readiness, and apply the could-versus-should test before you commit a penny.

10 min read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

AI Is Not Magic: Where It Fails and What to Do About It

The four failure modes that stall AI rollouts — bias, data privacy, hallucinations, and the automation balance — plus the UK regulatory landscape and a simple risk-scoring method to govern it all.

10 min read Managing Partner, COO

F Evergreen reference. The thinking, mapped out.

From No-Code to Enterprise: How to Build AI Workflows That Actually Scale

Where no-code tools are exactly right, where they break, and how to bridge to enterprise infrastructure incrementally — without rebuilding everything from scratch.

9 min read Managing Partner, COO

ChatGPT Business Just Got Access to Your Private Data: What That Actually Means

A grounded look at ChatGPT Business connectors — what they read, where they help, the read-only limits the hype glosses over, and where they sit in your AI stack.

5 min watch + read COO, Delivery lead

 
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