Who it is for
Founders, MDs, project managers, and operations managers
Consultancies, agencies, and advisory firms with 5-50 staff
AI training for professional services
Deliver more, admin less, win better clients.
AI workflow training for consultancies, agencies, advisors, and people-powered service firms.
Results
Case studies added as completed
Cross-link with recruitment where relevant.
Pricing signal
From £1,500/day
Best fit for a private workshop with a team working through real workflows.
Next step
Book a free 15-minute call
Tell us where AI feels useful but risky. We will map the first workflows worth adopting safely.
5 workflows
Where AI can make the work safer and faster.
Each workflow is designed as a prepare-and-approve process. AI helps create the working version. The team stays responsible for facts, judgment, tone, and sign-off.
Task
Proposal writingBefore
Teams spend 4-6 hours adapting old decks and case studies.
After
AI helps prepare a tailored proposal from a brief and case-study bank.
Time saved
4-6 hours to about 45 minutes for a first pass
Task
Client reportingBefore
Teams manually pull notes, data, and updates into reports.
After
AI helps turn delivery notes into a clearer report first pass.
Time saved
Hours to about 30 minutes for a first pass
Task
Research and benchmarkingBefore
Consultants spend half a day gathering market context.
After
AI helps create a structured research brief for human approval.
Time saved
Half a day to about 30-60 minutes for a first pass
Task
Email and client communicationsBefore
Teams write recurring updates from scratch.
After
AI helps prepare professional, on-tone responses and updates.
Time saved
Minutes per message
Task
Internal documentationBefore
Processes sit in meeting notes and shared drives.
After
AI helps turn notes into SOPs and action plans.
Time saved
A first-pass SOP in under an hour
Trust block
Safe use for Professional Services.
AI supports preparation, research, reporting, and process capture. Final recommendations, strategic advice, and client commitments remain human-led.
Read trust and securitySector insights
What makes professional services different.
Related use cases
Same workflows, connected across sectors.
Proposals and Tenders
Proposals are rebuilt from old decks and case studies.
AI creates a tailored first pass from the client brief and proof bank. Account leads approve positioning and commitments.
View use caseClient Reporting
Create clearer reports from notes and data in a fraction of the time.
Client reporting is often delayed because the real work is scattered across notes, spreadsheets, calls, and updates. AI helps turn those inputs into a structured first pass.
View use caseResearch and Briefing
Competitor and market research takes half a day.
AI creates a structured first-pass briefing. Consultants validate and add judgment.
View use caseDocumentation and SOPs
Turn the work stuck in people's heads into usable documentation.
Documentation gets delayed because the team is busy doing the work. AI helps turn notes, interviews, and records into structured first passes that people can check.
View use caseNext step
Want to see where AI could help professional services without creating a mess?
Book a short call. Bring the tasks your team wants to improve and the risks you want controlled.
Book a free 15-minute call