AI · AIC-45

AI for Business Consultants

AI for Business Consultants is a course in using AI for consulting work, from research and analysis to proposals, reports, slide decks, meeting summaries and action plans. It suits business consultants, analysts, strategy staff and managers who plan strategy, and you leave able to build your own framework-driven consulting assistant with Custom GPT or Gems.

Updated
From 7,110 THB / person 7,900 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration12 hours · 2 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

Business consultants work with large volumes of data and documents under tight deadlines: analyzing client data, doing research and benchmarking, writing proposals, preparing slides and reports, summarizing meetings and workshops, and presenting findings and recommendations. These tasks demand both analytical thinking and time. Generative AI helps consultants work faster, synthesize better, and free up time to focus on strategy and the value delivered to clients. This course is designed to help business consultants and consulting teams use AI in real work confidently and systematically, covering analysis

and research, proposals and reports, slides and presentations, meeting summaries and documents, setting up an assistant and knowledge base, to automation with n8n, plus practices for data accuracy, verifying before use, confidentiality, and protecting client data under PDPA. All content is taught through workshops on real consulting tasks, finishing with a capstone project where learners set up an end-to-end AI toolkit for their own work. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level, no AI or programming background required.)

What you’ll gain

  • Understand how AI changes consulting work and choose the right AI tool for each task
  • Design prompts and set analytical frameworks so AI helps precisely
  • Use AI to help with research, data analysis and basic benchmarking
  • Use AI to help write proposals and client reports
  • Use AI to help build slides and prepare professional presentations
  • Use AI to summarize meetings and workshops and build action plans
  • Build a consulting assistant and knowledge base with Custom GPT/Gems
  • Set up automation with n8n, such as collecting data and drafting documents
  • Verify data before use, keep confidentiality, and protect client data under PDPA

Who this course is for

  • Business consultants, independent consultants and consulting firm owners
  • Consultants, analysts and strategy / project managers
  • Executives and managers who do analysis and strategy work
  • Business development teams and proposal teams
  • Freelancers and experts providing advisory services who want to improve efficiency with AI

Prerequisites

  • General computer, internet and document/slide software skills
  • Some experience in analysis, consulting or strategy work
  • Understanding of your team work or process to use as a case study during training
  • No AI or programming background required

Curriculum

Course Details

A 2-day course, 6 hours per day (12 hours in total), delivered as a hands-on workshop with a capstone project. Beginner to Intermediate level, no AI background required. Learners take home a framework-based prompt library, a consulting assistant (Custom GPT/Gem), proposal, report and slide templates, and a data-verification and PDPA checklist.

Day 1 AI for Research, Proposals and Reports

Section 1: AI in Business Consulting Work

  • An overview of generative AI in consulting work and what changes in the process
  • AI use cases: research, analysis, proposals, slides, presentations and meeting summaries
  • Choosing the right AI tool and a use frame that always verifies data before use

Section 2: Prompts and Analytical Frameworks

  • A good prompt structure for consulting work: role, problem, data and output format
  • Having AI work with frameworks such as SWOT, value chain and issue tree systematically
  • Building a prompt library for recurring work

Section 3: Research, Analysis and Benchmarking

  • Using AI to help research, gather and summarize data and do basic benchmarking
  • Analyzing data and finding insights while verifying sources and numbers before use
  • Workshop: build a research summary and analyze a business problem with AI

Section 4: Writing Proposals and Reports

  • Using AI to help write proposals and client reports systematically
  • Structuring content, executive summaries and clear recommendations
  • Workshop: draft a proposal or report with AI

Section 5: Building Slides and Presentation Prep

  • Using AI to help outline slides, draft content and order the storyline
  • Preparing presentation points, likely questions and confident answers
  • Workshop: build a slide outline and presentation storyline with AI
Day 2 Meeting Summaries, Assistants, Administration and Automation

Section 6: Meeting Summaries and Action Plans

  • Using AI to summarize meetings and workshops into clear points and conclusions
  • Building action plans with owners and deadlines and tracking progress
  • Workshop: build a meeting summary and action plan with AI

Section 7: Chatbots and Consulting Assistants

  • Building a Custom GPT or Gem as an assistant working to the team framework and standards
  • Embedding knowledge, work samples and guidelines for consistent, on-standard results
  • Workshop: build one consulting assistant for frequent tasks

Section 8: Documents and Administration

  • Using AI to help with documents, service proposals and coordination with clients and the team
  • Managing team knowledge and templates systematically
  • Managing data and documents systematically, being careful with sensitive data

Section 9: Consulting Automation with n8n

  • Setting up automation with n8n, such as collecting data, drafting documents and tracking work
  • Connecting data across tools and channels with access control
  • Workshop: design one simple automation flow for consulting work

Section 10: Accuracy, Confidentiality and PDPA

  • Verifying AI-generated data and numbers (hallucination) before using with real clients
  • Keeping client confidentiality: what can and cannot go into AI and masking confidential data
  • Personal data under PDPA and setting the team's AI usage guideline

Section 11: Capstone Project and Real-world Adoption

  • Task: set up an end-to-end AI toolkit for the learner's consulting work, from research and analysis to proposals, slides, an assistant and meeting summaries
  • Present the work and get feedback from the instructor and peers
  • A first-30-days adoption plan and setting up AI use for the whole team

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

How do you use AI with frameworks such as SWOT or Five Forces?

Give the AI real information about the business, such as performance figures, customer data and competitor information, and name the framework with a clear definition of each box. Ask it to fill each box citing the evidence used and separating facts from assumptions, then have it challenge its own analysis. Consultants can treat the result as a first draft and test it against their business judgement before presenting.

How do you write a consulting proposal with AI?

Start by summarising the client's problem and goals from the first meeting, then have AI draft the proposal structure: understanding of the problem, approach, scope, phases and deliverables, team and success measures. Ask it to review whether the proposal fully answers the brief and where the scope is loose enough to risk creep. Commercial figures and terms should always be set by the team. This course provides proposal, report and slide templates to take back to work.

How do you turn a meeting or workshop into an action plan with AI?

Record or take notes during the session, letting participants know first, then have AI transcribe and summarise it into decisions made, open issues and tasks. Ask it to turn the tasks into an action plan table with task, owner, due date and measure of success, flagging any task without a named owner rather than guessing. The meeting lead should review it before it is circulated.

Who is the AI for Business Consultants course for, and what should I know beforehand?

It suits business consultants, independent advisers and consulting firm owners, consultants, analysts and strategy managers, executives who analyse and plan strategy, and proposal teams. No AI or programming knowledge is needed, but you should be comfortable with document and slide software, have some experience in analysis, consulting or strategy, and understand how your own team works.

What will I be able to do after the AI for Business Consultants course?

You will be able to use AI with analysis frameworks, carry out initial research and benchmarking, write proposals and client reports, build slide decks and prepare presentations, turn meetings into action plans, create a consulting assistant in Custom GPT or Gems, and automate data gathering and document drafting with n8n. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the AI for Business Consultants course be run in-house for our team?

Yes. It can be run in-house for your consulting or strategy team, with examples adapted to your work, such as the frameworks and report formats your team already uses. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.