AI Workshops for Consultants: Which Training Turns Discovery Notes Into a Reviewable Proposal Draft?

Discovery notes pile up. The proposal is due, and the first draft still starts from a blank page. An AI workshop suits your consultancy when it is built around one repeated task, such as turning discovery notes into a proposal or project report, using your own source material and an output you check before it reaches a client. We build training around your business tasks, source material and the output you need. Our public Sunshine Coast workshop gives you four hours to work on one repeated business task.

Key takeaways

• Bring one repeated consulting task, such as turning one engagement's discovery notes into a proposal draft. Your business task determines the training example.
• The workflow is built from five written inputs: Context, Task, Source, Rules and Output.
• You test the workflow on a safe example and check the result against the source material you supplied.
• The public workshop runs four hours in person on the Sunshine Coast for a maximum of 15 paid attendees at A$495 including GST per person, with the date to be announced.
• Private onsite training runs across South East Queensland and is scoped around your team's tasks, experience and location.

Which consulting tasks should you bring to an AI workshop?

Bring the task your practice repeats every engagement. We teach business owners and teams how to use AI on the work their business repeats, and we work with business owners and teams across industries. Your business task determines the training example, so the session follows whatever you put in front of it.

Pick something specific: the discovery notes from one engagement, a scope section for one client, a weekly project report for one account. Bring the notes, templates and rules that job needs. Strategy, management and digital consultants, business analysts, engagement managers and boutique consulting leaders are all adopting AI in this way. 1 Consultants use it to design AI-enabled workflows, judge model outputs for bias and fidelity, and produce client artefacts such as proposals, workplans and deliverable outlines. 2

If you have tried AI and want a repeatable process built on your own material instead of a generic prompt, that is the work we do in the room. Our industry pages show how the same approach lands in other trades and professions.

How does a five-input prompt turn discovery notes into a proposal draft?

The five inputs are Context, Task, Source, Rules and Output. Written together, they describe the job well enough for an AI assistant to draft it and for you to check what comes back.

• Context describes the business, the client and the situation.
• Task names the job the AI assistant needs to do, such as drafting a proposal from a set of discovery notes.
• Source supplies the notes, documents or approved facts for that job.
• Rules set the limits and identify the missing information the assistant should flag.
• Output describes the format and the information the finished draft needs to contain.

We help you build and test a workflow you can use again. Write the five inputs first, then add your source material. The same instructions run on the next engagement's notes.

How do you check an AI-drafted proposal or report before a client sees it?

You check the output against the information your business supplied. In the session, participants test the workflow on a safe example and check the result against their source material.

Compare names, dates, figures and claims with your source. Recalculate totals. Check that the draft answers the client's request and stays inside your scope. When a claim has no support in your notes, point to it, then supply the missing fact or ask the assistant to leave it as a question for you. Check the next draft for the same problem. The person responsible for the work approves the final version. The role demands strong problem framing, ethical awareness and the ability to translate AI into measurable outcomes. 3

What does the four-hour Sunshine Coast workshop include?

Four hours in person, one repeated business task, and the written AI workflow you build on your own laptop with hands-on help.

You keep the instructions and the example you tested during the session. Run them on your next proposal or project report, then check the draft before it goes out.

Can you run private AI training for a consulting team onsite?

Yes. We bring private AI training to your workplace and scope it around your team's tasks, experience and location. We help your team agree on the source material, the instructions and the review process for a repeated task, so the whole practice drafts the same way.

Private onsite AI training is available on the Sunshine Coast and in Brisbane, Gold Coast, Ipswich, Noosa, Moreton Bay, Logan, Redlands, Toowoomba and Gympie. Sunshine Coast onsite training covers Maroochydore, Caloundra, Mooloolaba, Buderim, Birtinya, Nambour and Coolum. Training takes place at the team's workplace.

Sessions are scoped for roughly 4 to 20 people, and larger teams can be split across sessions. Each person brings the laptop they will use afterwards, and tool and account requirements are confirmed during scoping. After your enquiry, we discuss your team's tasks, location and experience, agree on the scope and prepare a fixed quote. Team size, session length and travel determine the price.

How is a hands-on workshop different from an online AI course for consultants?

You build on your own laptop with hands-on help, using one of your engagements as the example. Practical programs show consultants how to use generative AI to speed up research, improve deliverables and run governed AI workflows. 4 Course participants also value material that goes past theory into how consultants help organisations adopt AI and improve their workflows. 5

In our room, that adoption step happens with your notes open. You write the five inputs for your own task, run them, check the draft against your source material and fix the instructions where the draft goes wrong. You leave with the workflow, not a set of principles to apply later.

What AI implementation work have we done in real businesses?

We build the same workflows in operating businesses. We helped automate Radiant Roof Repairs' internal processes using AI. We used AI to automate SEO, enquiries and admin for Glen House Homoeopathy. In our own business, Searchmaxxed, we built AI workflows for creating blog posts, doing SEO and preparing custom proposals.

How do you join the waitlist or request a team quote?

Join the waitlist for the public Sunshine Coast workshop, or request a team quote for private onsite training. The public workshop date is to be announced, and the exact venue is confirmed with the date. People from other areas can travel to the Sunshine Coast public workshop.

For a team, a fixed quote follows a conversation about the team's tasks, location and experience. Start from our home page or the private training page.

Frequently asked questions