AI for Consulting & Professional Services: Essentials

Learners will be able to use AI for everyday client work: preparation, notes, and first drafts. The course covers summarizing client documents before a meeting, drafting slide outlines and minutes, and researching an industry in an afternoon. They leave with firm habits for keeping client names and numbers out of public tools.

What this course covers

The course runs across 3 topics, each one a short adaptive session rather than a recorded lecture. The tutor explains the idea, works an example, checks understanding, and adjusts the next step to the answer given.

Protecting Client Data in AI Tools — Learn to keep client secrets safe. You will practice removing real names and numbers before using public AI tools.
Summarizing Documents and Researching Industries — Prepare for client meetings fast. You will practice summarizing long reports and researching new industries using AI.
Drafting Slide Outlines and Meeting Minutes — Create first drafts in minutes. You will practice generating slide outlines and turning rough notes into clear next steps.

Skills you build

Results are measured against named skills in the OneRange taxonomy of more than 10,000 skills, so a manager sees proficiency per skill rather than a completion tick.

Who it is for

Consultants and client-facing staff. The material is pitched at Beginner level, and takes roughly 30 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

It sits in the Function: Consulting track of the Vero AI Catalog, and can be assigned to one person, a team, or the whole company.

How it is delivered and assessed

Delivery is conversational and interactive, including branching scenario, guided lab exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a quiz assessment of 5 items, with a pass mark of 70%.

Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Also in this track

AI for Consulting & Professional Services: Core — Consultants and professional-services teams learn to use AI for research, deliverables, and client work while protecting confidentiality. The course covers research and benchmarking, deck and report drafting, analysis and modeling, client confidentiality, and quality control. Participants finish delivering sharper work faster.
AI for Consulting & Professional Services: Advanced — An advanced course for senior consultants, managers who already use AI in daily work. It moves beyond the essentials into research systems, deliverable automation, engagement analytics, and client-safe AI practice, with an emphasis on quality control, automation, and judgment at scale.
AI for Consulting & Professional Services Pathway — Grow from everyday client-work habits into research systems and deliverable automation.

Frequently asked questions

How long does this course take?

It runs roughly 30 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

How is it assigned to a team?

An administrator assigns it from the Vero dashboard to one person, a team, a department or the whole company, and sees progress and results per person and per skill.

Can we customise it with our own documents and terminology?

Yes. Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Course code FUN-CON-201-ESS.