AI Power for
Professional Services
It's Critical to Success
A Few of Our Past Clients and Partners:
When You Implement AI Correctly You...
Increase Productivity
Eliminate repetitive work.
Cut time and increase quality in researching, drafting reports and content, and building presentations.
Accelerate Workflows
Redesign and automate workflows with AI prompts and Agents. Embed AI where it impacts throughput and strategic workflows.
Beat Strategic Goals
Align AI implementation with strategic workflows to impact your strategic goals. Beat your goals: ROI, Utilization, Revenue, and Client Growth .
Increase Depth & Quality
Implementing AI correctly increases productivity and data validity, giving you the time and systems to deliver higher-quality, faster results and deeper research.
Who We Work With to Do That...
Large Firms
Implement and scale AI across your firm. Develop a culture of effectiveness and efficiency with departments that align around AI workflows. Build a culture of AI excellence.
Mid-Sized Firms
Build your firm with new clients and increased ability. Align AI to scale your workflows and deliver greater client value faster.
Small Firms
AI enables small firms to compete with larger firms. Combine Deep Research with AI to increase effectiveness and efficiency so you can win more and larger clients.
Independents
Turn AI into a daily advantage with a team of AI assistants. Use AI assistants for research, reports, marketing and presentations. Build client-getting AI systems that keep your pipeline full.
How We Can Help You...
Workshops for Departments/Functions
- Department/Function cohort workshops
- Expert skills focused on functional needs
- Implementation consulting included
- Live weekly sessions
- Department mega-prompt libraries
Consulting for Implementation
- Firm or department AI implementation
- AI strategic alignment
- Workflow analysis, KPIs and metrics, prompt development
- Custom prompt libraries
- Bespoke workshops
Developing
Agents & CxO Advisors
- CxO Cobot Advisors are AI avatars that act as expert advisors to leadership
- AI Agents are built to run multi-workflow processes that require decisions
What Clients Have Said...
"…I don't ever recommend training, but this is a rare exception.
Steve Birks
BizDash Systems Ltd.
"I highly recommend the course to anyone who wants to grow their consulting business."
Sheella Mierson
PhD Biophysics
Sociocracy Consulting Group
"In all, an excellent course, with excellent resources and a knowledgeable and very personable teacher."
Juan Antonio Martínez
XLNS Coaching
Small Business Coach, Spain
Consulting:
Aligning AI Implementation with
Strategic Objectives
AI Now!
- Implement AI now to keep your competitive advantage
- Build your competitive lead - don't let your competitors leapfrog you
- Create fast, measurable strategic impact when you implement correctly
- Increase your capacity to gain new depth & breadth
Pilot AI
- Identify easy-to-implement, high-impact workflows
- Use executive leadership for firm-wide motivation
- Train the workforce and build an AI culture
- Identify AI Heroes and support them
Align AI & Strategy
- Identify strategic goals and the workflows that drive them
- Align AI implementation with strategic workflows
- Focus on key leverage points that move strategic metrics
Scale AI
- Implement AI firmwide
- Upskill the workforce for firmwide acceleration
- Develop a culture of innovation and performance
- Employ Agents, GPTs, and CoBot Advisors to augment knowledge work
Workshops:
Immediate Results with
Implementation Workshops
Our workshops are like Learning and Implementation Sprints!
People learn best when they Learn, then Do on workflows they use.
Each week's workshop module is a Learning and Implementation Sprint!
And business teams receive two private one-on-one consulting sessions after the workshop.
Learning and Implementing with Workshops
AI Power for
Executives
- AI fundamentals and futures
- AI alignment for strategic impact
- Market and trends analysis
- Market and competitive positioning
- Decision making
- Red Team-Blue Team
AI Power for
Professionals
- Deep Research protocols
- Deep niche/client analysis
- Analyze conversations for buying needs & triggers
- AI drafted McKinsey quality reports & presentations
- AI & consulting frameworks (SWOT, 5 Forces, etc.)
- Automatic proposal generation
- AI driven brand/authority building
AI Power for
Marketing Teams
- Deep Research protocols
- Deep niche and ICP research and needs analysis
- Splintering Deep Research into AI-optimized multi-channel content
- AI-optimizing (GEO) drafting and auditing: blocks, JSON schema
- Hyper-personalized email nurture sequences
- Automating editorial calendars with aligned AIDA sequences
AI Power for
Sales Teams
- Deep niche analysis
- Ideal Client Profile research and needs analysis
- Reveal intent with AI analysis of meeting conversations and notes
- Automated sales roleplaying with client-modeling Avatars
- Rapid creation of high-quality presentations and reports
- Automating proposal generation from notes, prospect profile, and winning templates
AI Power for
Staff
- AI fundamentals
- AI prompts Tips, Tricks, Traps
- AI Ethics and copyright
- Drafting content with a tone and style of voice
- Deep Research protocol
- Using an AI tool stack for productivity super-powers
About
Ron Person has consulted to Fortune 1000 and Global 1000 companies for 30+ years on strategic performance, digital marketing, and Microsoft technologies. Prior to consulting, he was an Air Force pilot, then manager of competitive analysis at Texas Instruments. He began consulting as one of Microsoft's first independent consultants.
Ron has written 27 books with three million copies in print, and has taught multiple courses at the University of California, Berkeley, Executive Extension.
He has been using and developing with Gen AI and Agents since 2022. His book, "
