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AI Assistants for Business Consultants

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Discovery notes are often a mixture of the client's stated problem, the consultant's interpretation and possible work. Turn them into a structured brief before drafting a proposal. Keep deliverables, dependencies and exclusions visible so a recommendation does not silently become a commitment.

A workflow to start with

Start with the Proposal and Tender Writer. The supplied workflow takes the following inputs and prepares the listed draft outputs for your review.

What you supply

  • The request, brief or tender documents
  • The business's capability, past work and rates
  • Deadline and submission format

What you review

  • Structured proposal draft
  • Requirement-by-requirement compliance table
  • Gap list
  • Submission checklist

Example brief

Illustrative prompt only: this is a suggested way to brief the assistant, not a customer case study or a tested result.

Using this discovery brief, draft a proposal with the problem as the client stated it, proposed deliverables, exclusions, client dependencies and open questions. Mark any fee or deadline I have not supplied as missing.

Illustrative input and draft output

Manually written fictional example. This is not an executed pack result or a customer case study.

Input note

Fictional notes: A client wants a review of its enquiry handover. Proposed deliverables are a process map and an issues list. The client will supply current forms. Implementation, fees and delivery dates have not been agreed.

Illustrative draft output

DRAFT PROPOSAL SUMMARY

Problem: the client wants its enquiry handover reviewed. Deliverables: current-process map and issues list, based on supplied forms.

Client dependency: provide the current enquiry forms. Exclusion: implementing changes. Open decisions: fee, delivery date and who will review the draft. No implementation commitment is included in this scope.

The 10 assistants in this pack

Each assistant has a defined task. Open a name to see the information it uses and the outputs described in the pack.

Enquiry Intake Assistant

Turns a raw client enquiry — phone note, email, web form or SMS — into a structured, triaged record with the missing questions listed. Use when a new enquiry arrives or a pile of enquiries needs sorting.

Inputs: Raw enquiry text (pasted call note, email, web form, SMS); your business profile for service area and services.

Outputs: Structured enquiry record; Triage rating with reasons; List of missing details to ask; Draft reply requesting those details.

Proposal and Tender Writer

Builds structured proposals and tender responses from the business's real capability and the client's stated requirements, with a compliance checklist.

Inputs: The request, brief or tender documents; The business's capability, past work and rates; Deadline and submission format.

Outputs: Structured proposal draft; Requirement-by-requirement compliance table; Gap list; Submission checklist.

Meeting and Call Notes Summariser

Turns meeting notes, call notes and transcripts into a summary with decisions, actions, owners and dates, plus a follow-up email draft.

Inputs: Notes or transcript; Who attended; Context.

Outputs: Structured summary; Decisions list; Action table with owners and dates; Follow-up email draft; Ambiguities.

Business Document Writer

Produces clean, consistent business documents — letters, service agreements in plain language, checklists, handover notes, SOPs and forms — from the business's own content.

Inputs: The content or rough draft; Document type and audience; Business details from your business profile.

Outputs: Formatted document in markdown; Consistent structure and headings; List of placeholders still to fill.

Customer Follow-up Writer

Writes follow-up messages for quotes that have gone quiet, completed engagements, review requests and reactivation of past clients.

Inputs: Who is being followed up and why; What was previously quoted or done; How long since last contact.

Outputs: Follow-up message drafts per channel; Suggested timing; Optional short follow-up sequence.

Operations Reporter

Produces a weekly or monthly operating summary from the numbers the business supplies — engagements done, quotes won and lost, revenue, outstanding work — with observations and questions.

Inputs: Period figures supplied by the business; Prior period for comparison; Notable events.

Outputs: Operating summary; Trend observations with stated confidence; Questions the numbers raise; Suggested actions.

Content Brief and Article Writer

Plans and writes website articles, guides and service-page copy that answer what clients actually ask, in the business's own voice.

Inputs: Topic or the question to answer; Audience; The business's expertise and real examples; Tone.

Outputs: Content brief with structure and angle; Full draft; Title and meta description options; Internal link suggestions.

Scheduling Coordinator

Prepares a sensible engagement schedule, drafts booking confirmations and reminders, and flags clashes. Proposes only — it cannot see or change a real calendar.

Inputs: List of engagements with locations, durations, priorities; Working hours and constraints; Existing commitments.

Outputs: Proposed run sheet; Clash and travel warnings; Confirmation and reminder message drafts.

Invoice and Payment Reminder Writer

Drafts a staged series of overdue-invoice reminders that stay polite and professional while escalating, and summarises what is outstanding.

Inputs: Outstanding invoice list with amounts, dates, days overdue; Payment terms; Contact history.

Outputs: Staged reminder drafts; Aged summary; Suggested escalation path; Payment plan wording.

Website Copy Writer

Writes and rewrites the pages that decide whether a visitor calls — home, service, about and contact — for a small Australian business.

Inputs: Existing page copy; Services and service area; What makes the business different; Real credentials.

Outputs: Page copy drafts; Headline and call-to-action options; Page structure recommendation; Claims traced to source.

Where the pack stops

The consultant remains responsible for recommendations. The pack does not supply missing benchmarks or turn incomplete figures into forecasts.

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