AI workflows for consultants
A consultant scopes, writes, reviews and recommends, over and over, for clients who all want it fast. These five templates cover those jobs, with checks that catch the slips a client would find first.
What this looks like in your week
- Pinning down a vague client request before you quote or start.
- Writing a scope of work the client can sign, with every figure traced to your notes.
- Reading a draft report or proposal the way the client will, before you send it.
- Comparing options and giving the client one recommendation, with the runner-up argued fairly.
- Pulling the facts out of a client’s documents into one table.
5 templates for consultants
All templates- Scope a job before you start
List everything a job could involve, decide what is in and out, say what done looks like in a way you can check by looking, and set when to stop, all on one page.
Each "done" can be checked by looking, not by feelingAbout 15 minutes. The version for consultants, with its own examples.
- Write a scope of work
Turn rough notes about a piece of work into a scope of work that says what will be delivered, how each part is accepted, what is left out and what is still unknown, without inventing any detail.
Every figure comes from your notes; gaps become questionsAbout 20 minutes. The version for consultants, with its own examples.
- Review a draft before you send it
Give a draft one pass for writing and one pass for substance, then hand back a short ranked list of fixes, so you know what must change before it goes out.
Each fix ranked must, should or nice; each claim marked sourced or notAbout 10 minutes. The version for consultants, with its own examples.
- Compare options and get a recommendation
Read each option, pick the factors that matter for your decision, compare them in one table, drop the factors where the options tie, and get a recommendation that also argues the runner-up's case.
Drops factors where options tie; argues the runner-up's caseAbout 15 minutes. The version for consultants, with its own examples.
- Pull key facts into a table
Pull the facts you name out of a text into a table, one row for each item, copying every value as written, quoting where each came from, and marking every fact the text does not give as Not stated.
Each value copied as written; a gap says Not statedAbout 10 minutes. The version for consultants, with its own examples.
Your learning path, in five steps
Watch, practice, use a template, make it yours and set it up once. Mark a step done and this browser keeps your place.
- 1WatchFix a vague prompt (1 min)
- 2PracticeSpot the mistake in a client memo
- 3UseReview a draft before you send it
- 4Make it yoursDraft three versions and pick the best
- 5Set upAI preferences file builder
Practice spotting the mistakes AI makes in your documents
All the exercises- Spot the mistake: client memo
An AI summarized a client memo for the project team. Three mistakes are planted in it. Find them, then see why.
- Spot the mistake: findings table
An AI filled in a findings table from interview notes. Three mistakes are planted in it. Find them, then see why.