AI training for consultancies and advisory firms
Your consultants will save an hour a day each on the work around the advice.
Using the tools you already pay for, over three months, with the result measured at the end. Or you get your money back.
Where the hour hides.
The work we look at first. Nothing here is a claimed result: the audit finds where your team's hours actually go, and the training is built on what it finds.
- 01
Proposals and scopes, rebuilt from the last one every time
- 02
Meeting notes turned into actions, a follow-up email and a record on the CRM
- 03
Background research on a client or a sector before the first meeting
- 04
First drafts of reports and deliverables in the firm's house style
- 05
Summarising a long document, a data room or a chain of correspondence before you advise on it
- 06
The CRM updates and pipeline notes that get done at the end of the month, if at all
What must never go into a public AI tool.
Advisory work runs on confidential material, and a public AI tool is the wrong place for most of it.
- Anything under an NDA or a specific confidentiality undertaking
- Client financials, unreleased results and deal information
- Personal data about a client's staff, customers or candidates
- Passwords, logins and access to client systems
- Your own unpublished pricing and proposals for other clients
How the policy handles it.
The policy gives every consultant one judgement to make before anything goes in, and it is one they already make with email: would the client be comfortable seeing this in a third party's hands? Firm work happens on firm accounts with model training switched off, the client is anonymised where the task allows it, and the policy names who approves a new tool. Where a client's own AI policy asks more of you than this, the client's policy wins.
Get the AI policy templateThe tools you already pay for.
Everything is taught on what the firm already runs. There is nothing new to buy.
- Microsoft 365 or Google Workspace
- Your CRM, whether that is HubSpot, Monday.com or something else
- The document and meeting tools you already use
- The ChatGPT or Claude accounts you already pay for
Nothing new to buy.
How the twelve weeks run for a team like yours.
The audit assigns modules per person, four online sessions of an hour at most with a review week after each, and nobody leaves the desk for a day.
Questions consultancies and advisory firms ask.
Yes, on the right account, with the right settings, and with the client taken out of the task wherever the task allows it. That is what the Security module teaches and what the policy writes down. What is under an NDA or identifies a client's people stays out, on any account.
The advice is different every time. The work around it is not: the proposal, the notes, the research, the write-up and the CRM. The audit asks each consultant what their week is actually made of, and that is what the training is built on.
Ad hoc is the problem. Everyone starts from a blank page with no context, gets a generic answer, and stops using it. The Setup module builds a project per person around the tasks they repeat, loaded with the firm's context and standards, so the tool already knows the business on Monday morning.
No. Everything is taught on Microsoft 365 or Google Workspace, your CRM, and the ChatGPT or Claude accounts you already have.
Fifteen minutes on your team, the tools you already run, and where the hours go. If they are not there, we will say so.