AI for Client Services

Before you can serve a client brilliantly, you need to understand them thoroughly. This module teaches your team to use AI to build that picture faster – and keep it sharp.

• We'll cover how to use AI to synthesise client context from existing documents, briefing notes and account history.

• You'll learn how to map stakeholders systematically and use AI to anticipate risks before they become problems.

• You'll build a client context summary, a stakeholder map and a risk log for a real account.

You'll leave with a repeatable onboarding process that gives every client the quality of attention your best work demands.

Vague briefs cost agencies time, margin and client confidence. This module teaches your team to interrogate a brief effectively – and turn it into something clients want to sign off.

• We'll cover how to use AI to identify what's missing from a brief and generate the right questions before you've written a word.

• You'll learn how to use AI to structure a proposal: framing the problem, shaping the solution, and making the narrative land.

• You'll build a smart question set, a structured proposal template and an SOW outline your team can use immediately.

You'll leave with a briefing and proposal process that's faster, sharper and more consistently compelling.

The day-to-day of client services is where time disappears. This module is about getting it back – without losing the quality of communication clients expect.

• We'll cover how to use AI to generate accurate meeting notes, action lists and client recaps – faster than writing them from scratch.

• You'll learn how to build reusable comms templates for the moments that come up every week: kick-off docs, status updates, issue escalations.

• You'll build a kick-off document, a comms template and a meeting summary generator tailored to your team's accounts.

You'll leave with a set of tools that make the operational side of client services feel less like overhead – and more like a competitive advantage.

The agencies that grow accounts fastest aren't working harder. They're working with more clarity, more consistency and more strategic intent. This module teaches your team to use AI to spot opportunities and have more strategic client conversations.

• We'll cover how to use AI to review campaign performance and surface insights worth sharing with clients proactively.

• You'll learn how to use AI to identify growth opportunities across an account portfolio – and structure the thinking into something actionable.

• You'll build a campaign wrap summary, a growth idea bank and outreach prompts your team can put to use straight away.

You'll leave with the tools and the confidence to move from delivery partner to strategic advisor – on every account.

The most common reason AI programmes stall isn't a lack of enthusiasm. It's a lack of ownership. 

• You’ll learn why AI programmes fail without clear accountability – and how to build the structures that prevent it.

• We'll work with you to design an effective AI taskforce that works for your organisation and culture – with clear roles, responsibilities and decision rights.

• You’ll agree how AI decisions get made, reviewed and evolved – so governance enables progress rather than slowing it down.

You'll walk away with a defined AI taskforce structure with clear roles and responsibilities, and first-sprint priority actions assigned to named individuals.

Each team chooses a specific workflow to improve – briefing, onboarding, QBRs, feedback loops – and builds an AI-enhanced version using their own tools, templates and documents.

You’ll leave with a set of live prompt templates, a workflow guide, and a draft of your internal AI playbook.