AI FOR CONSULTANTS

Spend less time rebuilding the same starting point.

Personal AI setup for the proposals, client briefs and follow-ups that fill your week.

You already know what good client work looks like. The repetitive setup around it is what keeps taking time.

Discuss your setup

A real setup.
Aaron’s story.

Aaron Leonard

Regional sales head

Individual implementation

Built around a sales leader’s work.

We set up a connected workspace for Aaron’s knowledge and sales work, using Codex and Manus.

  • Sales assistantVirtual SDR and sales-process automation
  • DocumentsDocument creation for sales work
  • RFP workflowsProposal preparation and applications
  • PresentationsAutomated deck generation
Built with

This example includes advanced automation. That work is scoped separately from the A$395 personal launch package.

A few places to start.

Illustrative examples. We agree the right tasks for your work.

01

START WITH

Selected past work and reference files

WORK TOWARDS

Relevant examples, with links to the originals

Check that each example fits the new task.

02

START WITH

Previous meeting notes and client updates

WORK TOWARDS

A one-page brief with decisions, open actions and questions

Confirm dates and separate facts from assumptions.

03

START WITH

A call transcript, service list and past proposal

WORK TOWARDS

A tailored draft with deliverables, assumptions and next steps

You approve scope, fees and promises before sharing.

One practical workspace.

AN EXAMPLE, NOT A CUSTOMER RESULT

Walk into your next call prepared.

Bring previous decisions, open promises and useful past work into one client brief.

Explore AI for consultants
CONSULTANT'S WORKSPACE
About my consultancy01
Client projects02
Approved examples03
Proposals & follow-ups04
Previous notes and client updatesA call brief with open actions and questions

You confirm the facts and choose what to ask.

What matters for your work

Use approved or redacted client examples. Client confidentiality and your professional obligations still apply.

A GOOD PLACE TO START

Bring one real task.
Let's make it easier to do again.

A report. A proposal. The emails you keep rewriting.
Tell us what takes your time. We'll start there.

Discuss your setupNo commitment. No need to know the tools.