1
Hours lost to notes
Meeting notes, actions and status updates are written up by hand after every client call.
For consultancy & professional firms
More time for clients. Less time on notes, reports and follow-ups.
Practical AI for consultancy teams: summaries, proposals, follow-ups and training, set up safely and explained in plain English.
Sound familiar?
Your expertise is the product. The admin isn't.
2
Proposals take days
Every proposal and report starts from a blank page, even when half of it has been written before.
3
Leads slip through
Warm enquiries go cold because follow-ups live in someone’s inbox or memory.
4
Unsure about AI
The team wants to use AI but isn’t sure what’s safe to share, or where to start.
How I can help
AI your team will actually use
Start with the task that eats the most hours. Most firms begin with training and one or two quick wins.
AI training for your team Practical one-to-one sessions so each person uses AI confidently and safely in their own work. AI training (1:1) Meeting notes and actions, done for you Calls summarised into clear notes and actions, ready to check and share with the team. AI solutions Proposals and reports drafted faster First drafts built from your own templates and past work, so your team edits instead of starting from scratch. AI solutions A CRM that follows up for you Every enquiry tracked from first contact to client, with reminders so nothing goes cold. Software implementation Find where AI saves the most time A short review of how your team works, with a clear, prioritised plan. Business analysis & advisory
An example day
What it looks like once it's set up
Your team focuses on clients and thinking. The first drafts and reminders are done for them.
- 9:00 The inbox is sorted Urgent client emails are flagged, and routine ones have draft replies waiting.
- 10:30 A client meeting ends Notes and three clear actions are shared with the team within minutes.
- 12:00 A proposal takes shape A first draft is ready from your template, so the afternoon goes on refining it.
- 15:00 A follow-up reminder Your CRM nudges you about a warm lead who asked for a quote last week.
- 17:30 The weekly report is drafted Ready to review and send, instead of eating into Friday evening.
Related work
AI adoption for a business consultancy
UK · Bringing AI into the team's day-to-day work to make them more efficient.
Outcome: helped the team significantly reduce workload and cost, so they can do more with ease.
See all work Discovery call
Let's free up your team's time.
Tell me where the hours go. I'll suggest the simplest, safest place to start with AI.
