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The Consultant's AI Playbook

★★★★★4.9(53 reviews)

From client research to a polished proposal — AI workflows that protect your judgment and your reputation.

$59
6 PDFs + editable templates · Instant download · Best for consultants & advisors
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What's inside

What you actually get.

Client research workflows · Proposal & report prompt chains · Deliverable templates · Ethics & disclosure guide

🔍

Client research workflows

Build a sharp, structured picture of a client's situation before the first call.

📝

Proposal & report chains

Draft persuasive, well-structured documents you refine — not copy blindly.

📄

Deliverable templates

Branded, reusable formats for the documents you send most.

Ethics & disclosure guide

How to use AI transparently and keep client trust intact.

Why it works

Consultants sell judgment, not text generation — so this playbook treats AI as a faster path to better thinking, never a replacement for it. You get prompt chains for client research, proposals and reports, ready-to-brand deliverable templates, and a frank ethics & disclosure guide so you stay credible with clients.

Who it's for

  • Independent consultants and advisors
  • Boutique agencies producing proposals and reports
  • Coaches who deliver structured client documents
How to use it

Up and running in three steps.

1

Start with the research workflow to frame the engagement.

2

Use the proposal or report chain to draft, then apply your expert judgment.

3

Drop the result into a deliverable template and send it under your brand.

The details

Formats & specs.

Format6 PDFs + editable templates
Size5 prompt chains + deliverable templates; 21 customer-facing PDF pages
CompatibilityChatGPT, Claude & Gemini
DeliveryInstant digital download
LicensePersonal & internal business use
UpdatesFree updates included
Product-fit examples

What people say.

★★★★★

“The proposal chain cut my drafting time in half and the ethics guide gave me language I now use with every client.”

HV
Helena V.
Strategy consultant · The Consultant's AI Playbook
Product-fit example
★★★★★

“Finally an AI resource that respects that consulting is about judgment. The templates look properly professional.”

ML
Marcus L.
Independent advisor · The Consultant's AI Playbook
Product-fit example
Complete the system

AI Upskill Workshop Kit (Teach Your Team)

Run a complete AI workshop for your team — the kit is the expert, so you don't have to be.

See it — $179 →
Questions

Before you buy…

Will this make my work sound generic?

No. The chains are built to surface your thinking faster, then you edit. The ethics guide explicitly warns against shipping unedited output.

Can I rebrand the deliverable templates?

Yes — they're editable and licensed for your own client work.

Does it cover disclosure to clients?

Yes. The ethics & disclosure section gives you clear, professional language for telling clients how AI was used.

Why we built it this way

Our approach is grounded in public research and guidance. A few of the sources behind this category: