AI for Consultancy Practices

MODULE 1: Getting Started with AI Assistants [Introductory Module]

Course Introduction

Course Workbook

MODULE 2: Define Your Offer with AI Assistants [Flywheel: Positioning]

Module Introduction: Define Your Offer

Module Introduction: Define Your Offer (Read)

Define the Problem with the Problem Framer 1

Define the Problem with the Problem Framer 2

Define the Problem with the Problem Framer 3

Identify Your Ideal Client with the ICP Profiler 1

Identify Your Ideal Client with the ICP Profiler 2

Identify Your Ideal Client with the ICP Profiler 3

Draft Your Value Proposition with the Value Proposition Generator 1

Draft Your Value Proposition with the Value Proposition Generator 2

Draft Your Value Proposition with the Value Proposition Generator 3

Design Your Services with the Service Definer 1

Design Your Services with the Service Definer 2

Design Your Services with the Service Definer 3

Summary Sheet: Define Your Offer

Knowledge Check: Define Your Offer

MODULE 3: Build Awareness with AI Assistants [Flywheel: Awareness]

Module Introduction: Build Awareness

Module Introduction: Build Awareness (Read)

Build Your Marketing with the Marketing Planner 1

Build Your Marketing with the Marketing Planner 2

Build Your Marketing with the Marketing Planner 3

Read Your Market with the Market Signal Analyser 1

Read Your Market with the Market Signal Analyser 2

Read Your Market with the Market Signal Analyser 3

Surface Your Proof Points with the Internal Marketing Analyser 1

Surface Your Proof Points with the Internal Marketing Analyser 2

Surface Your Proof Points with the Internal Marketing Analyser 3

Create Content Quickly with the Content Multiplier 1

Create Content Quickly with the Content Multiplier 2

Create Content Quickly with the Content Multiplier 3

Summary Sheet: Build Awareness

Knowledge Check: Build Awareness

MODULE 4: Sales & Contracting with AI Assistants [Flywheel: Sales]

Module Introduction: Sales & Contracting

Module Introduction: Sales & Contracting (Read)

Capture What You Heard with the Discovery-to-Brief Converter 1

Capture What You Heard with the Discovery-to-Brief Converter 2

Capture What You Heard with the Discovery-to-Brief Converter 3

Stay in Touch with the Gentle Discovery Follow-Up Drafter 1

Stay in Touch with the Gentle Discovery Follow-Up Drafter 2

Stay in Touch with the Gentle Discovery Follow-Up Drafter 3

Position Your Solution with the Post-Discovery Positioner 1

Position Your Solution with the Post-Discovery Positioner 2

Position Your Solution with the Post-Discovery Positioner 3

Write the Proposal with the Proposal Builder 1

Write the Proposal with the Proposal Builder 2

Write the Proposal with the Proposal Builder 3

Summary Sheet: Sales & Contracting

Knowledge Check: Sales & Contracting

MODULE 5: Deliver with Impact Using AI Assistants [Flywheel: Delivery]

Module Introduction: Deliver with Impact

Module Introduction: Deliver with Impact (Read)

Set Up the Engagement with the Project Initiation Document 1

Set Up the Engagement with the Project Initiation Document 2

Set Up the Engagement with the Project Initiation Document 3

Close the Engagement with the Project Completion Report 1

Close the Engagement with the Project Completion Report 2

Close the Engagement with the Project Completion Report 3

Articulate What You Achieved with the Value Collector 1

Articulate What You Achieved with the Value Collector 2

Articulate What You Achieved with the Value Collector 3

Turn the Engagement into a Story with the Case Study Generator 1

Turn the Engagement into a Story with the Case Study Generator 2

Turn the Engagement into a Story with the Case Study Generator 3

Summary Sheet: Deliver with Impact

Knowledge Check: Deliver with Impact

MODULE 6: Capture & Use Knowledge with AI Assistants [Flywheel: Knowledge]

Module Introduction: Capture & Use Knowledge

Module Introduction: Capture & Use Knowledge (Read)

Extract What You Learned with the Knowledge Collator 1

Extract What You Learned with the Knowledge Collator 2

Extract What You Learned with the Knowledge Collator 3

Organise What You Know with the Knowledge Vault Builder 1

Organise What You Know with the Knowledge Vault Builder 2

Organise What You Know with the Knowledge Vault Builder 3

Find What You Already Have with the Internal IP Scanner 1

Find What You Already Have with the Internal IP Scanner 2

Find What You Already Have with the Internal IP Scanner 3

Complement What You Know with the External IP Scanner 1

Complement What You Know with the External IP Scanner 2

Complement What You Know with the External IP Scanner 3

Summary Sheet: Capture & Use Knowledge

Knowledge Check: Capture & Use Knowledge

MODULE 7: Recap & Action Planning [Summary & Close]

Revision Flashcards

Course Synthesis Planner

AI for Consultancy Practices

This course builds confidence and practical skills to work productively with AI assistants across the full consultancy flywheel, from defining your offer through to capturing and reusing knowledge. Every interaction is prompt-driven, no technical background required. WHO THIS IS FOR Boutique consultants and independent practitioners who want to integrate AI tools into everyday consulting practice. It suits those with little to no technical background who are ready to move past curiosity and start using AI assistants to do real work.

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