Double Your Client Report Efficiency in just 30 Days

The cohort begins Oct 14th, 2024. 2/5 Leadership seats remain.

^psAI Who is this for?

You’re a leader at an established management consulting firm overseeing high-stakes client engagements. Your team is skilled, but spend more time creating reports manually than engaging with clients on deep, strategic work.

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An exclusive cohort for management consulting firms that:

Rely on Manual Reporting: Your processes haven’t changed in the last 3 years.
Want Immediate Results: You’re looking to see what AI can offer without transforming your entire tech stack.
Are Copilot ready: You’re currently using Microsoft Office 365 tools such as Word, Excel, and Powerpoint in your workflow.

Change is inevitable.

The world is moving faster than ever, and manual processes developed decades ago are holding management consulting firms back. AI-driven solutions are no longer optional—they’re critical to staying ahead of the competition.

“85% of top executives believe AI will enable their organizations to grow and gain a competitive advantage.”

The question is not if—but when will you integrate AI into your workflows?

The good news? It’s easy to take control.

Our cohort gives you immediate results with minimal disruption.

Double Your Efficiency in 30 Days

Faster Reports

Client reports generated in half the time.

Better Client Experience

Spend your time on human work; relationship building and management.

Increased Accuracy

AI-powered tools reduce human errors, delivering consistently high-quality reports.

More Capacity

Serve more clients without adding additional resources.

So what’s stopping you?

If you’re still relying on manual client reporting, there are likely a few reasons why:

Complexity? AI seems like black magic at best or an overhyped fad at worst. You don’t want to take a risk on something you don’t understand.

Knowledge gaps? How much retraining will there need to be? What does effective AI look like for your industry?

Cost concerns? Unsure of the ROI and timeline?

Unclear Strategy: How many of your current processes and systems will need to be rebuilt from the ground up?

Our Solution:
The AI Augmented Client Report Creation Cohort

We designed the cohort to tackle these challenges head on and make the transition to AI workflows seamless for your firm.

Here’s how

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1. Minimized Disruption with Phased Implementation.

We use a phased approach to minimize disruption to your workflows. Instead of overhauling systems all at once, we break the process down into manageable steps.
2. Expert Guidance on Technical Setup

Our team of experts works alongside your system administrators and IT team, providing hands-on support to integrate AI with your current platforms.
3. Comprehensive Data Strategy for AI Readiness

We offer a thorough data strategy that ensures your data is clean, accessible, and optimized for AI processes. This includes setting up automated data workflows, improving data governance, and ensuring compliance with best practices.
4. Hands-On Training to Address Workforce Resistance

Our workshops are designed to provide team members with hands-on experience using AI in practical scenarios. By demonstrating how AI can augment their work—rather than replace them—we build confidence and buy-in across the workforce.
5. Clear ROI and Cost Justification

We focus on delivering fast, tangible results. By Week 4, you will already see improvements in reporting efficiency.
6. Continued Expert Support

60 days of ongoing support to ensure your AI tools are working optimally, troubleshooting any issues as they arise.

Results you can expect:

Minimize human error

Ensuring greater accuracy in client reports, leading to increased client trust and fewer costly mistakes.

Boost team productivity

By eliminating time-consuming manual tasks, enabling your consultants to focus on high-impact activities such as client engagement and strategic analysis.

Enhance your firm's competitive edge

By adopting cutting-edge AI technology, making your operations more agile and responsive to client needs.

Scale your operations more efficiently

Without the need to add more staff, as automated reporting allows your current team to handle higher workloads.

Improve client satisfaction and retention

Through faster, more reliable reporting, which demonstrates your commitment to delivering exceptional service.

Future-proof your business

Positioning your firm to adapt quickly to emerging trends and client demands in an increasingly digital and automated world.

Increase report customization capabilities

AI allows for more detailed, client-specific insights, offering tailored value propositions that set you apart from competitors.

Optimize resource allocation

As your team spends less time on manual reporting and more on business development and client relationship management.

Reduce operational costs

In the long run by automating labor-intensive processes, lowering the need for manual data handling.

Attract top talent

By showcasing your firm as a leader in innovation and efficiency, appealing to professionals who want to work with cutting-edge tools and technologies.

Improve decision-making within the firm

As AI-generated reports provide quicker, more comprehensive insights, helping leadership to make data-driven decisions faster.

Streamline compliance and audit processes

As AI-enhanced reports reduce errors and create clearer, more traceable documentation.

Increase billable hours

By freeing up time spent on manual reporting, consultants can focus on tasks that generate revenue, improving overall profitability.

Reduce report revisions and rework

As the AI ensures more accurate data processing, eliminating the need for multiple reviews and edits.

Shorten the sales cycle

By providing potential clients with faster, more detailed reports during the proposal phase, making your firm stand out in competitive bids.

Leverage real-time reporting Capabilities

Allowing your clients to access up-to-date information and insights at any point in their engagement with your firm.

Align reporting with industry best practices

As AI tools are constantly updated to reflect the latest standards, ensuring that your reports meet or exceed client expectations.

Strengthen client relationships

By delivering consistently reliable, insightful reports, positioning your firm as a trusted advisor rather than just a service provider.

Transformation Timeline

Week 1

Strategy and Data Foundations

Day 1: Kickoff meeting with leadership to align strategic goals and KPIs.
Days 2–5: In-depth interviews with leadership, system administrators, and team members to understand workflows and identify challenges.
End of Week 1: Delivery of a detailed Technical Roadmap and Data Strategy that outline the AI integration plan and necessary resources.

Week 2

Technical Setup and Initial Implementation

Day 8: Leadership check-in and delivery of the Learning Program Plan. Begin technical setup with system administrators.
Days 9–12: Conduct AI training workshops, focusing on practical use cases. Simultaneous technical sessions for system setup.
End of Week 2: Deliver an Early Impact Report, showing initial progress and outlining upcoming milestones.

Week 3

Iteration and Refinement

Day 15: Leadership check-in and delivery of the Iteration and Impact Tracking Plan.
Days 16–18: Continue iteration workshops, helping team members optimize AI usage and refine workflows. Ongoing technical setup as required.
End of Week 3: Deliver an Updated Impact Report, capturing the improvements from workshops and initial AI implementations.

Week 4

Full Integration and Long-Term Strategy

Day 22: Begin final sessions to address any remaining concerns or questions. Leadership check-in to discuss final adjustments.
Days 23–24: Final iteration sessions and feedback gathering from team members.
Day 25: Prepare the Consolidated Impact Report, summarizing the full transformation.
End of Week 4: Deliver the Consolidated Impact Report and close the engagement with the leadership team.

By day 30, your firm will see a dramatic increase in efficiency. Plus, our team will be on hand to support you for an additional 60 days to ensure lasting success.

2 out of 5 Leadership seats remain.

The Next step? Book a 15-minute consultation to apply for your spot in this high-impact program. This brief call will ensure we can tailor the cohort to your firm’s specific needs.

Apply now—your competitors already have.

psAI Embrace innovation.
Define the future.