PROFESSIONAL MICROSOFT 365 DOCUMENT SYSTEMS FOR CONSULTANCIES
We build high-performing Word, PowerPoint and Excel templates that keep your team on the same page and moving quickly
STOP FIXING DOCUMENTS, START DELIVERING EXPERTISE
CREATE POLISHED CLIENT DELIVERABLES WITH CONFIDENCE
Consultancies run on their client deliverables. Proposals, reports, scope documents and presentations are central to every project – yet many firms still struggle with:
- Inconsistent formatting across teams, devices, and offices
- Templates living in multiple locations, and nobody knows which version is current
- Decks that take hours to ‘clean up’ before client meetings
- Consultants reinventing layouts instead of focusing on insight
- Deliverables that feel almost on brand, but not quite
When every consultant has their own way of doing things, you get inconsistent branding, duplicated effort and unnecessary, last-minute stress.
These small inefficiencies become expensive.
A professional document system gives your team one trusted way to create on-brand client deliverables quickly and efficiently.
A DOCUMENT SYSTEM BUILT FOR CLIENT WORK
THE GOAL IS SIMPLE: CREATE BETTER DELIVERABLES FASTER
We don’t just design templates, we build a complete document system that ensures every deliverable your team produces is:
- Polished – professional layout that elevate your content
- On brand – colours, typography, and styles that stay consistent
- Efficient – reusable structures that reduces formatting time
- Scalable – works across teams, devices, and offices
- Easy – easy to revise for consultants who need to move fast
A template is a file. A document system is infrastructure; a complete, on-brand toolkit that covers every client-facing document you produce. It’s built once and used by everyone.
Your team will have tools that work with them, not against them.
When it’s done right, nobody has to think about formatting again. They just open the file, drop in their content, and it already looks like their best work.
WHAT'S INCLUDED
YOUR DOCUMENT SYSTEM INCLUDES
Every client has different requirements but most systems include:
- PowerPoint templates – client decks, internal decks, workshop presentations
- Word report templates – long form, short form, executive summaries
- Excel chart/graph dashboards
- Brand-aligned styles – colour palettes, typography, graphic elements, iconography
- Reusable components – tables, diagrams, boilerplate text, models
- Brand guidelines and training (where required) so your team uses the system with confidence
Everything is built natively in Microsoft 365 – no macros, no plugins, no complexity.
BUILT SPECIFICALLY FOR CONSULTANCIES
We're not a general template shop. We work with financial, environmental, and specialst consultancies who generate client deliverables constantly and need those materials to reflect the quality of the thinking inside them.
GOOD FIT IF:
- You send multiple proposals, decks, or reports to clients regularly
- Multiple people on your team create client-facing documents
- Your current materials don’t feel as polished as your actual work
- Your current templates are ad-hoc and no longer serve you well
PROBABLY NOT A GOOD FIT IF:
- You’re a solo consultant who only occasionally sends a one-page summary
- You need ongoing daily design support rather than a system your team can run independently
A SIMPLE, COLLABORATIVE PROCESS
DISCOVERY CALL
We learn how your team actually works: what you send clients, how often, and where the current friction is.
AUDIT & PLAN
We review your existing materials and brand assets and identify gaps. We then map out exactly what the system needs to include and design the system around your client deliverables.
BUILD
We create your templates and guidelines in Microsoft 365 and check in with you every step of the way so nothing is a surprise at the end.
REFINE
We work with you until you´re totally satisfied with your products. All templates are tested to ensure they work properly.
TRAINING & HANDOVER
After your final approval, we walk your team through the system live, hand over everything, and make sure you can use them independently.
FREQUENTLY ASKED QUESTIONS
Most systems take 4-8 weeks, depending on how many documents types we’re building and how quickly we get your feedback along the way.
We work in the Microsoft 365 space so we can include Excel templates in our offering. Most of our clients use Windows OS, but we can help Mac OS users too.
Yes, we can. We can also create co-branded templates if you’re partnering with other firms.
Every system is scoped to what you actually need, so pricing depends on the number of document types and complexity. We’ll give you a clear quote after the discovery call so there’s no surprises.
Often, yes. Brand guidelines usually cover logos and colours, not the practical, day-to-day question of how a 40-slide client deck should actually be built. We work from your existing brand, not around it.
Yes, we’d be happy to help refresh or modernise your current templates.
That’s exactly who this is for. The system is built so that formatting decisions are already made – your team just adds content.
We offer custom training on any aspect of your document system you feel is needed. Our goal is to have your team using their new templates with confidence.
TRUSTED BY CONSULTANCIES WHO VALUE QUALITY
We've helped consulting teams streamline their document workflows, reduce formatting time, and present consistent, high-quality client deliverables – no matter who creates them.
The Cordestra Team was so helpful in pulling together a suite of branded templates for our small consulting firm. They were extremely professional and patient with us while we worked through the entire process from initial information gathering through final deployment.
We required a wide range of document templates that felt cohesive and easy to use and Cordestra delivered above and beyond. Over the last year we’ve had a couple of questions arise and the Cordestra team was happy to support and answer our questions. If and when we have additional template needs at our firm, we will certainly be reaching out again to work with their team.
RACHEL PASSMAN
GABEL ASSOCIATES
BOOK A FREE DISCOVERY CALL
If your team is spending too much time polishing decks, fixing formatting, or rebuilding the same document from scratch, a document system can remove that friction.
We’ll help you create a set of tools that feels premium, stays on brand, and supports the way your consultancy actually works.
Book a free, 30-minute consultation call with Peter, our expert template developer, to discuss your needs and get tailored advice. No pressure, no obligation — just a quick conversation to see if this is a fit for you.