Where AI helps most
1
Draft quotes and proposals
2Proposals from discovery-call notes.
Open the playbook →Turn meeting notes into tasks
3Session notes into actions for clients.
Open the playbook →Make presentations and pitch decks faster
4Workshop and report decks.
Open the playbook →Write blog posts that answer real questions
5Articles that show your expertise.
Open the playbook →Design clear pricing packages
Turn custom work into clear packages.
Open the playbook →AI tools worth a look for consultants and coaches
GammaTurns an outline or notes into a presentation, document or simple web page.
Otter.aiRecords and transcribes meetings, then writes summaries and action items.
NotionNotes, wikis and project boards with built-in AI writing and search.
PerplexityAn AI search engine that answers questions with links to its sources.
ClaudeAnthropic’s general assistant, good with long documents, writing and analysis.
We are not paid by any of these companies, and we list well-known options, not a ranking. Features and plans change; check the provider’s site and its data terms before you sign up. See all AI tools by category.
Do’s and don’ts
Do
- Ask permission before recording sessions.
- Use AI research as a start and check sources.
- Keep your point of view in everything you publish.
Don’t
- Paste confidential client material into personal AI accounts.
- Sell AI output as bespoke analysis.
- Give regulated advice you are not qualified to give.
Watch out for
- Client confidentiality applies to everything you paste.
- Coaching on health or finances may be regulated.
General guidance, not legal or professional advice. Check your industry’s rules and your tools’ data terms.
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