Who this 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 being collected
Named examples added as they're confirmed. Nothing made up.
Starting from
From £1,500/day
For a private workshop built around your team's actual work.
Next step
Book a quick call
Tell us where the time goes. We'll figure out which tasks are worth tackling first.
5 workflows
Where AI actually saves time.
Each workflow follows the same pattern: AI helps put together a first pass, and your team checks it before anything goes out.
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 review.
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
Free guide
Where AI Can Make or Save Money in a Professional Services Team
Useful if you want a quick, plain-English view of the best AI opportunities before booking training.
Keeping things under control
How this works safely for professional services.
AI supports preparation, research, reporting, and process capture. Final recommendations, strategic advice, and client commitments remain human-led.
Trust and securityWhy this industry
What makes professional services different.
Related workflows
These tasks come up across most professional services teams.
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.
See examplesClient 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.
See examplesResearch and Briefing
Competitor and market research takes half a day.
AI creates a structured first-pass briefing. Consultants validate and add judgment.
See examplesDocumentation 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.
See examplesNext step
Want to see where AI could help your professional services team?
Book a short call. Tell us where the time goes and we'll figure out which tasks to start with.
Book a free call