AI for Consulting
Your current plan does not include access to this course.
Introduction
Accelerate research, automate client engagement workflows, and extract strategic insights with AI-driven systems that reduce time spent manually processing information.
Learn to leverage AI for rapid information synthesis, build interconnected automations for client management, master techniques for extracting key insights from data, and enhance strategic brainstorming to transform your consulting practice.
- Certificate of Completion
- Suitable for All Experience Levels
- 10 Lessons
- Approx. 15 Hours to Complete
Learn how to:
- Generate comprehensive research summaries rapidly — collect information from multiple sources without spending days manually reading through reports and documents
- Automate client intake and engagement processes — enabling you to streamline proposal drafting, meeting preparation, and follow-up communications without repetitive manual work
- Extract key themes from complex qualitative data — transforming overwhelming information into clear strategic insights and actionable recommendations for clients
- Enhance strategic brainstorming capacity — using AI as a thinking partner to generate diverse strategic options, risk mitigation tactics, and innovative solutions
- Draft client deliverables efficiently — creating first drafts of communications, proposals, and presentations that maintain professional standards while saving substantial time
- Master consulting-specific AI prompting techniques — ensuring your AI outputs deliver strategic relevance, accuracy, and appropriate format for high-stakes client work
- Navigate confidentiality and ethical considerations — implementing AI tools responsibly while protecting client data privacy and maintaining professional transparency
- Develop strategic AI integration skills — identifying automation opportunities and selecting appropriate tools for different consulting contexts
Workflows you'll build:
Consulting Workflow with ChatGPT
- Develop structured prompting approaches for market research, client communication, and insight synthesis
- Create step-by-step processes for leveraging ChatGPT in real-world consulting scenarios
- Implement iterative techniques for refining analysis and generating professional deliverables
- Build comprehensive prompting frameworks for complex consulting analysis tasks
Advanced Research & Synthesis with Perplexity AI
- Configure Perplexity Pro Search and File Upload features for deep-dive analyses combining web intelligence and document insights
- Implement Perplexity Spaces and Focus Modes to organize research according to custom consulting frameworks
- Establish workflows for real-time trend monitoring and synthesizing information from diverse sources
- Develop processes for evaluating and integrating cited findings from Perplexity into client deliverables
Building AI Consultancy Assistant with Zapier Agents
- Design automated workflows for client research and pre-meeting brief preparation
- Configure Zapier Agent instructions and integrate tools like Calendly and Gmail for seamless client management
- Establish testing, management, and optimization processes for AI-powered consulting automations
- Identify and implement additional automation opportunities throughout your consulting practice
Questions you might have:
Q: How can I use AI for consulting work without compromising client confidentiality or data security?
A: The course includes dedicated sections on responsible AI implementation, covering data privacy best practices, confidentiality protection strategies, and ethical frameworks for consulting AI use. You'll learn specific techniques for leveraging AI capabilities while maintaining professional standards and client trust.
Q: Will AI-generated analysis and deliverables maintain the strategic depth and quality clients expect?
A: The course teaches consulting-specific prompting techniques that ensure AI outputs deliver strategic relevance and professional quality. You'll learn to guide AI to match your analytical standards while leveraging its speed for research and initial drafting, with human expertise driving interpretation and strategic recommendations.
Q: Do I need technical expertise to implement the automation workflows covered in the course?
A: No coding experience is required. The course uses user-friendly tools like ChatGPT, Perplexity AI, and Zapier Agents that operate through intuitive interfaces. We provide step-by-step setup instructions designed for consultants without technical backgrounds.
Q: What's the difference between this course and just experimenting with AI tools on my own?
A: This course provides consulting-specific workflows, strategic frameworks, and proven approaches that produce reliable results for client work. Rather than trial-and-error experimentation, you'll learn systematic methods for consistent, professional AI implementation in consulting contexts.
What our members say:
"The AI for coding course at Rundown AI University 20x'd my output as a software developer without me having to figure everything out myself. Their other courses on writing, email marketing, and various AI applications were equally valuable. I'm grateful to be part of this community that teaches both the power and practical limitations of AI."
~ Nourin (AI Engineer)
"The new RU platform looks great—much more modern and easier to use. The direction of the new niche courses feels far more relevant to where AI's actually being used day-to-day. The consulting one in particular stood out and feels spot-on."
~ James Wheable
"This is great for anyone interested in AI — no technical knowledge needed. I highly recommend it and am currently preparing to take the exam for certification."
~ Joseph Lacovara
"Thanks for the fantastic lessons you guys have here on your AI university website. I just started at a new company, working on designing and developing the front end of a Healthcare webportal, and am already outperforming their expectations."
~ Reid Manning
"The Rundown opened up my eyes to what's possible with AI. Going into it I only tinkered on a couple AI tools but didn't actually use them in my work — and after only a couple days of learning. I created an AI agent that responds to my emails n my behalf. Game changer for my business."
~ Wouter Teunissen
"With both overviews and deep dives in every direction AI, there's no better way to stay relevant and on top of the best ways to implement these new technologies into our lives. If you have specific questions, or are looking for networking opportunities. The Rundown is the place to be."
~ Blake Moore
"Before I joined Rundown University, I felt miles behind in the AI sphere. After taking the AI Starter Kit, I'm way more confident in my abilities to navigate my future with AI. Now, instead of feeling nervous about the future, I'm inspired by the things I can do and build. If you're interested in learning more about AI, this is the right place for you!"
~ Maggie Kelly
Get certified in AI for Consulting
AI for Consulting includes step-by-step, implementation-focused workflows designed for immediate impact. We cover essential knowledge and dive into high-value AI strategies and tools that successful consultants are using today.
At the end of the course, you'll have the option to get your AI for Consulting certification by passing our online exam. You can add this credential to your LinkedIn profile, resume, CV, or share it on social media.
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Instructors: Dr Alvaro Cintas & Clintin Lyle Kruger
Key tools & technologies: ChatGPT, Perplexity AI, Zapier Agents
Skills gained: Consulting-specific AI prompting, research synthesis automation, client engagement workflows, strategic analysis enhancement, deliverable creation, data synthesis techniques, confidentiality management, workflow automation, strategic brainstorming, ethical AI implementation
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