PurposeFit Industry guide
AI tools for consultants and coaches
Consultants and coaches sell their expertise, so most of the time goes on proposals, sessions, content and admin. These are the jobs where an AI tool can help, with our best pick and an alternative for each.
8 jobs where AI can help
All tasks →Write up client sessions and calls
Task: Transcribe audio or take meeting notes. See all picks →Write articles and thought-leadership pieces
Task: Write a blog post or article. See all picks →Post on LinkedIn and social media
Task: Create social media posts. See all picks →Draft proposals and follow-up emails
Task: Write or reply to emails. See all picks →Manage your calendar and focus time
Task: Plan my day / manage calendar. See all picks →Automate onboarding and admin
Task: Automate a repetitive workflow. See all picks →Build a simple website
Task: Build a business website. See all picks →Picks and reasons come from our task pages. Pricing models are taken from each tool’s own website and dated on its tool page; prices change, so check before you buy. Editorial picks are never paid for.
UK privacy and compliance note
- Client information is often covered by a confidentiality agreement. Check yours before putting client material into an AI tool.
- Ask clients before you record or transcribe a session, and keep notes about health or other sensitive topics out of AI tools.
- If you put personal data about clients, customers or staff into an AI tool, UK GDPR applies. The tool provider will usually be your processor, so check it offers a data processing agreement (ICO guidance on contracts with processors).
- Check where each tool stores data. If it’s outside the UK, the ICO guidance on international transfers explains what’s needed.
- Check whether the provider uses what you type or upload to train its AI, and switch that off where the plan allows.
This is general information, not legal advice. For the official view, start with the ICO advice for small organisations, the ICO guidance on AI and data protection and, for higher-risk uses, the ICO guidance on DPIAs.
AI Tool Audit
See the £79 AI Tool Audit
Want a plan for your practice?
List the jobs that eat your week, such as proposals, session write-ups and content, and get a written report with a tool for each task, setup guides and UK GDPR notes. £79 inc. VAT, one-off, no calls, report within 3 working days.
FAQ
Which AI tools should consultants and coaches start with?
It depends on the job. Our best picks are: for make proposals and presentation decks, Gamma; for write up client sessions and calls, Otter.ai; for write articles and thought-leadership pieces, Claude. Every job on this page has a best pick and an alternative, and the AI Tool Finder builds a shortlist from your own answers.
Is it safe to put client information into AI tools?
Only once you’ve checked the tool. UK GDPR applies to personal data you put into an AI tool, so check the provider’s data processing agreement, where it stores data and whether it trains its AI on your inputs. The ICO guidance on AI and data protection is the official starting point. This is general information, not legal advice.
Are there free AI tools for consultants and coaches?
Yes. Of the best picks on this page, Gamma, Otter.ai, Claude, Canva, ChatGPT, Zapier and Framer have a free plan, going by the pricing model each one publishes. Free plans have limits, so check each tool’s pricing page before you rely on one.
Are these recommendations paid for?
No. Editorial picks are never paid for. Some links may be affiliate links; if so they’re marked Ad, and the pick would be the same without it.
Can you recommend a tool for every task in my business?
Yes, that’s what our AI Tool Audit does. List up to 10 tasks and within 3 working days you get a written PDF report with a recommended tool and an alternative for each, a setup guide for each app, costs, a 30-day rollout plan and UK GDPR notes. It costs £79 inc. VAT, and there are no calls.