AI Workflow Kit for Marketers
In-house & freelance marketers
From client research to a polished proposal — AI workflows that protect your judgment and your reputation.
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Client research workflows · Proposal & report prompt chains · Deliverable templates · Ethics & disclosure guide
Build a sharp, structured picture of a client's situation before the first call.
Draft persuasive, well-structured documents you refine — not copy blindly.
Branded, reusable formats for the documents you send most.
How to use AI transparently and keep client trust intact.
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.
Start with the research workflow to frame the engagement.
Use the proposal or report chain to draft, then apply your expert judgment.
Drop the result into a deliverable template and send it under your brand.
“The proposal chain cut my drafting time in half and the ethics guide gave me language I now use with every client.”
“Finally an AI resource that respects that consulting is about judgment. The templates look properly professional.”
Run a complete AI workshop for your team — the kit is the expert, so you don't have to be.
No. The chains are built to surface your thinking faster, then you edit. The ethics guide explicitly warns against shipping unedited output.
Yes — they're editable and licensed for your own client work.
Yes. The ethics & disclosure section gives you clear, professional language for telling clients how AI was used.
Our approach is grounded in public research and guidance. A few of the sources behind this category:
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