Industries / Consultants & Agencies
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Consultants & Agencies

More client output, less time building decks at 11pm.

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Where AI fits in your week

Consultants and small agencies sell expertise but spend half the week building decks, writing proposals, and researching. AI handles the deliverable grunt work so you bill for the insight.

Your AI-powered workflow

1

Research clients and markets

Background briefs, competitor analysis, industry trends — delivered in minutes with sources cited.

🔍Perplexity📓NotebookLM
2

Draft proposals and statements of work

Structured, persuasive proposals in your agency's voice — not generic templates.

🔮Claude🤖ChatGPT
3

Build client decks and reports

Outline with AI, then polish the slides that matter. Stop starting every deck from blank.

🔮Claude🎨Canva
4

Manage the client project properly

Kickoff → milestones → weekly updates → delivery — a consistent process across every engagement.

🎯Asana⚡Linear
5

Automate the billable admin

Time-tracking to invoice, invoice to payment follow-up, client satisfaction to testimonial request — all chained.

⚡Zapier🧲HubSpot
“The first draft of any client report used to take me half a day. Now it's an hour — and the final quality is better because I'm editing rather than staring at a blank page. Our margins have never been healthier.”
Example — Boutique strategy consultancy, 4 people
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