AI for Consulting & Agencies
From kickoff notes to a proposal deck, a cited market scan and client status emails that write themselves.
Who it’s for: Consultants, agency owners and account leads.
- Module 1 · ChatGPT · Beginner · ~10 min
Kickoff Call to Proposal Outline
Turn the transcript of a client kickoff call into the scope, budget and timeline the client stated, an action items table, open questions, and a recap email with a proposal outline.
- Module 2 · ChatGPT · Beginner · ~9 min
Handle Scope Creep Without Losing the Client using ChatGPT
A client asks for "one small extra" and a new language, and wants the launch date to hold. Give ChatGPT the thread and the project facts, catch the free work and the date you can't promise, and send a clear reply from Gmail.
- Module 3 · Claude · Beginner · ~7 min
Research: a Cited Scan of a Prospect's Market
Turn on Research before a pitch, have Claude check what a prospect's competitors offer online, read the cited report, check a source and turn it into talking points for the meeting.
- Module 4 · Gemini · Beginner · ~6 min
Gemini Deep Research: a cited brief before a client meeting
Ask Gemini Deep Research to research a prospect's industry, read its plan before it starts, then check where the key numbers really came from.
- Module 5 · ChatGPT · Beginner · ~7 min
Prompt Chaining for a Client Campaign Plan
Ask ChatGPT for a client's whole 4-week campaign in one prompt, then build a better one in four steps: audiences, offers, a calendar table checked against the client's rules, and the first week's posts.
- Module 6 · Runable · Beginner · ~16 min
Turn a Messy Client Brief into a Finished Proposal Deck using Runable
A business case for a small agency: price what a slow proposal costs, then use Runable, an AI agent, to turn a messy client email into a finished six-slide proposal deck on the free plan. Check your credits, paste the brief, answer its questions, pick a template, review the numbers and fix the blanks by asking.
- Module 7 · Gamma · Intermediate · ~9 min
A Presentation from Your Notes in 5 Minutes (Gamma)
Paste rough meeting notes into Gamma, pick a theme, fix one slide by chatting with its AI, and export the deck to PowerPoint and PDF.
- Module 8 · OLVA · Intermediate · ~9 min
OLVA: a private AI assistant on your client calls
Give OLVA your client notes, get private answers and fact checks during a Zoom call, then turn the meeting into minutes, a follow-up email and a PowerPoint deck.
- Module 9 · n8n · Intermediate · ~14 min
Meeting to Action: Recap, Tracker Rows and a Kickoff Deck (ChatGPT, n8n, Gamma)
Turn rough meeting notes into a checked recap in ChatGPT, four action-item rows in a Google Sheet through n8n, and a five-slide kickoff deck in Gamma.
- Module 10 · n8n · Intermediate · ~14 min
n8n: Weekly Client Status Emails from a Google Sheet, Written by AI
Build an n8n workflow that wakes up every Monday, reads your client tracker in Google Sheets, has AI write a friendly update for each client and saves it as a Gmail draft.