IRL

Every consultant has the deliverable they dread.

24 June 2026

IRL

Every consultant has the deliverable they dread. The big bespoke document the client is actually paying for. The strategy, the audit, the plan. It takes days, it starts from a blank page every time, and you can only really get paid when it's done.

For me, that document is a full digital plan for a small business. It used to mean days of work. Going back over the discovery call, digging through what the client sent me, scoring where they are, researching the right tools, then writing the whole thing up properly.

Now AI does the heavy first pass.

It reads the recording of our discovery call and the information the client gave me. From that, it drafts the plan: where the business is today, where the gaps are, which tools fit their situation, and the steps in a sensible order. It even maps how work flows through the business. I get a full first draft built from the client's own words and my framework.

Then I do the part that's actually mine. I check it and challenge it, and I bring the judgement that comes from having done this many times. I add the things only someone who sat in that conversation would know. The plan that lands with the client is still mine. It just didn't cost me three days to reach a starting point.

The time saved is only part of it. The bigger change is how many clients I can take on without the quality slipping or the late nights piling up. Most of those days went on assembly: the grind of turning a conversation and a form into a finished document. The insight was the quick part.

If your business runs on bespoke deliverables, plans, audits, reports, proposals, look at how much of each one is genuinely new versus assembled from what the client already told you and what you already know. Have AI build that first draft from the inputs. Spend your expensive hours on the judgement, not the typing.