Role guide
AI agents for consultants
Consultants win on preparation and follow-through. Agents can prepare you for every call and turn calls into proposals and updates.
What to hand to an agent first
Meeting prep
Get a short dossier on the company and person before each call.
Proposals
Turn call notes into a proposal draft in your structure.
Client updates
Weekly status updates drafted from your notes.
Invoice chasing
Polite reminders for overdue invoices.
Ready-made use cases
- 01Meeting prep dossier before every call
30 minutes before a call you get who they are, what they want, past emails and suggested questions. - 02Turn discovery calls into proposals
After a call, the agent turns notes or the transcript into a scoped proposal with pricing tiers. - 03Weekly client status updates
The agent writes each client a clear progress update from your tasks and messages. - 04Invoice chaser that gets you paid
The agent tracks unpaid invoices and sends polite, escalating reminders. - 05Weekly CEO review & plan
Every Friday the agent compiles wins, numbers, stuck items and proposes next week's priorities.
Example: Grok Bot setup
Grok Bot routine: Meeting prep dossier before every call Schedule: 30 min before each meeting Before each external meeting on my calendar, research the attendees and their company, find our past email threads, and send me a one-page brief: who they are, likely goals, past context, 3 smart questions and the outcome I should aim for. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Don't paste confidential client material into tools your contract doesn't allow.
- Review every recommendation; the agent drafts, you advise.