AI in Professional Services: Proposals, Research & Client Work

What we'll talk through

1. 01

   Proposals and first drafts

   Getting from a blank page to a solid proposal draft faster, in your firm's own voice.

2. 02

   Research and client briefings

   Preparing for client meetings and pitches with quick background research, and how to check it.

3. 03

   Client confidentiality

   What's safe to put into these tools, which settings matter, and simple rules a firm can adopt.

Questions we'll get into

The kind of questions people bring. Bring your own too.

• “Can AI write a first draft of a proposal that doesn't sound generic?”
• “How do I get it to write in our firm's voice?”
• “Can it help me research a prospect before a pitch?”
• “Is it safe to use with confidential client information?”
• “Will clients be able to tell?”
• “Which tool should our firm be using?”

How the 45 minutes go

1. 01

   Intros

   A quick round of who's here and what each person wants to get out of it.

2. 02

   Walkthrough

   Pete talks through the topics above with real examples.

3. 03

   Your questions

   Open conversation. Most of the time goes here.

Who it's for

Managing partners, CEOs and owners of professional and financial services firms.

• Capped at 6 people, so there's time for everyone's questions.
• No technical background needed.
• Nothing to prepare. Just bring your questions.

Your host

Pete Enestrom

Co-founder, Zaigo

Exited VC-backed founder, previously at Microsoft and Intel. Yale undergrad, Columbia MBA. Pete works 1-on-1 with executives on using AI in their own daily work.