Program · Individuals
AI Co-Pilot for Freelancers & Consultants
Turn AI into a quiet force-multiplier for your practice — helping with proposals, client prep, deliverables, and ops — while you stay in charge of judgment, relationships, and quality.
We focus on workflows you can actually use day-to-day: faster proposals, cleaner follow-ups, clearer deliverables, and lighter admin. No “build a giant funnel,” no pretending AI can run your business for you.
Program overview · Audio
A short overview of how this program helps you design, build, and use personal AI assistants without writing a line of code.
What you’ll be able to do after this program
Less getting stuck in draft mode, more time on high-value work and healthy margins.
- • Draft proposals, scopes, and recap emails faster — with less staring at a blank page.
- • Walk into client calls more prepared, with scenarios, questions, and options ready.
- • Use AI to accelerate deliverables and reports while keeping the insights and voice unmistakably yours.
- • Build lightweight systems for notes, follow-ups, and project tracking that don’t collapse after a busy week.
- • Design a sustainable “AI co-pilot” setup for your practice, instead of bolting on random tools.
Who this is for
- • Freelancers and solo consultants
- • Tiny firms and boutiques doing expert work
- • People who sell their judgment and thinking, not just hours or templates
What you’ll work on
- • Real proposals, recaps, and deliverables
- • Your own templates and prompt library
- • A simple client-ops setup that feels sane
Curriculum at a glance
Four modules that wrap around the real work of running a small practice.
Module 1
Proposals, scopes & positioning
- • Use AI to draft and refine proposals faster
- • Translate messy client notes into clear scopes
- • Experiment with different angles and pricing narratives
Module 2
Client call prep & live collaboration
- • Prep for calls with briefs, questions, and scenarios
- • Use AI to simulate client questions and objections
- • Turn call notes into follow-ups and next steps
Module 3
Deliverables, reports & templates
- • Design repeatable structures for your core deliverables
- • Use AI to speed up drafting while you own the insight
- • Create libraries of snippets, intros, and frameworks
Module 4
Ops, admin & running your practice
- • Use AI for light automation of scheduling, summaries, and docs
- • Keep a simple CRM-ish view of clients and work-in-progress
- • Design a sustainable “AI co-pilot” setup you control
1. Proposals, scopes & positioning
Use AI to speed up the paperwork side of selling — while keeping your offers sharp and honest.
We start where cash starts: with how you frame and sell your work. You’ll use AI to move from messy call notes to clear, believable proposals and scopes — faster, with less dread.
- • Turning rough notes into structured proposals
- • Exploring alternative scopes and pricing options
- • Tightening language without losing your voice
- • Keeping a library of proposal components you can reuse
Proposal workflow template
You'll design a repeatable flow for new opportunities:
- • AI-assisted notes → outline → draft
- • A menu of “swappable” scope sections
- • Prompts for tightening and clarifying quickly
2. Client call prep & live collaboration
Show up to calls with context, questions, and options ready — and leave with clean next steps.
Next, we focus on the conversations that make or break client work: discovery, check-ins, and reviews. AI helps you prepare, rehearse, and turn raw calls into useful artifacts.
- • Using AI to generate smart questions and scenarios
- • Simulating client objections or edge cases
- • Turning call notes into recaps and decisions
- • Keeping a light client “dossier” updated over time
Call prep & recap kit
You'll build a small kit you can reuse for most calls:
- • Prep prompts for discovery and review calls
- • Recap templates for decisions and action items
- • A simple client-summary format you can skim fast
3. Deliverables, reports & reusable templates
Let AI help with structure and speed so you can focus on the thinking your clients actually pay for.
This module is about the work clients see: decks, docs, memos, audits, roadmaps. We’ll design structures and workflows where AI does the grunt work and you own the judgment.
- • Outlining deliverables with consistent sections
- • Using AI to clean up language and flow
- • Turning one-off work into templates & frameworks
- • Keeping snippets and examples you can drop in quickly
Your deliverable toolkit
You'll assemble a toolkit that covers your core offers:
- • 1–2 deliverable templates (deck/doc)
- • Drafting & refinement prompts for each
- • A snippets library for intros, summaries, and caveats
4. Ops, admin & running your practice with a co-pilot
Use AI to keep your practice organized enough to scale — without adding a second job.
We finish by wiring AI into the “invisible” work of your business: tracking clients, summarizing weeks, capturing ideas, and keeping your pipeline visible.
- • Summarizing weeks and projects into simple status views
- • Light-weight CRM-style tracking using docs or sheets
- • Using AI to help with inbox triage and canned replies
- • Designing automations that don't break when life gets busy
Your “AI co-pilot” operating guide
You'll leave with a short, practical guide for how AI fits into your practice:
- • Where AI helps (and where it does not)
- • Your key workflows for sales, delivery, and ops
- • A simple review cadence to keep things sharp
Format & logistics
Built for people whose calendar is a game of Tetris with client work.
Schedule
- • 3–4 weeks total
- • Weekly live sessions (60–75 minutes)
- • Implement-as-you-go between sessions
Group size
- • Small cohorts: typically 3–12
- • Mix of freelancers and small-firm consultants
- • Everyone brings real client work to apply this to
What you leave with
- • Proposal, call, and deliverable workflows
- • A prompt & template library for your practice
- • A manageable ops & admin setup with AI assist
FAQ: AI Co-Pilot for Freelancers & Consultants
Questions solo operators and small firms usually ask before adding AI into the mix.
Is this about turning my business into an AI product?
No. This is about using AI behind the scenes to support your existing services: clearer proposals, better prep, faster drafts, lighter admin. If you later decide to build products, these skills will still help — but it's not a requirement.
Will my work start sounding generic?
It doesn't have to. We specifically design prompts and workflows that keep your tone and point of view in the center. AI helps with structure and speed; you're still responsible for the stories, nuance, and final decisions.
Do I need to share client data with AI tools?
We'll talk through safe usage and redaction patterns, and you can absolutely use anonymized or modified details. You should still follow your own client contracts and privacy commitments — AI is there to support, not to compromise trust.
What if my workload is unpredictable?
That's normal. We design workflows and templates that give you leverage even if you miss a week. The goal is to create systems that flex around busy seasons, not ones that fall apart when a big project lands.
Ready to give your freelance or consulting practice an AI co-pilot?
This program is built for people whose name is on the work. You'll leave with concrete workflows, templates, and habits that make client work smoother — without turning you into a robot.
If you’d like to run this with a small mastermind, agency pod, or group of consultants, mention that in your note and we'll share options.