FORMATION IA
L'IA pour les petites agences et cabinets de conseil
Utilisez l'IA pour accélérer vos propositions, recherches et livrables clients sans sacrifier la qualité ni la voix de votre cabinet.
Ce qu'elle couvre
Cet atelier équipe les petites équipes de conseil et d'agences avec des workflows IA concrets pour les tâches les plus chronophages : rédaction de propositions, recherche client, création de présentations et analyse concurrentielle. Les participants apprennent à utiliser les outils IA de façon sélective et critique, en préservant la qualité et l'originalité que les clients attendent. Le programme aborde la tension réelle entre gains d'efficacité et risque de produire un travail générique et peu différenciant. Les sessions combinent démonstrations en direct et exercices pratiques sur les propres briefs et projets des participants.
À l'issue, vous saurez
- Draft a complete client proposal outline using AI prompts calibrated to your firm's methodology and voice
- Build a repeatable research workflow that compresses a half-day literature review into under an hour
- Generate a first-draft slide deck from a brief and apply a structured quality-check process before client delivery
- Identify which parts of your billable workflow benefit from AI augmentation and which require human judgement
- Apply a simple IP and data-hygiene checklist when using AI tools with client-sensitive information
Sujets abordés
- AI-assisted proposal and pitch drafting that retains your firm's tone
- Accelerating desk research and competitive landscape summaries
- Generating and iterating presentation decks with AI tools
- Client discovery and briefing preparation using AI
- Prompt engineering for professional services contexts
- Quality control: spotting and correcting AI-generated mediocrity
- Tool selection: matching the right AI tool to each workflow
- Ethical and IP considerations when using client data with AI
Modalité
Typically delivered as a one-day in-person or live-virtual workshop (6–7 hours) or split across two half-day sessions. A lighter on-demand version exists as a self-guided 4-hour course. Approximately 60% of time is hands-on exercises using participants' own project materials. Facilitator provides a shared prompt library and workflow template pack. No installation required beyond browser access to common AI tools.
Ce qui fait que ça marche
- Start with one high-volume, lower-stakes task (e.g. research summaries) before rolling AI into client-facing deliverables
- Build a shared internal prompt library that encodes your firm's tone, methodology, and quality standards
- Establish a human review checkpoint for every AI-assisted output before it reaches a client
- Revisit and refine workflows after 30 days once the team has real usage data
Erreurs fréquentes
- Using AI to generate entire deliverables without editing, producing generic outputs that erode client trust
- Applying the same prompt strategy across every task instead of building workflow-specific prompt templates
- Ignoring confidentiality risk by pasting sensitive client data into public AI tools without checking terms of service
- Measuring success only by time saved rather than by whether output quality and client satisfaction hold up
Quand NE PAS suivre cette formation
If the firm is primarily seeking deep technical customisation — such as fine-tuning a private model on proprietary datasets or building bespoke AI integrations — this workshop is the wrong fit; they need a practitioner-level engineering programme instead.
Fournisseurs à considérer
Sources
Cette formation fait partie d'un catalogue Data & IA construit pour les leaders sérieux sur l'exécution. Lancez le diagnostic gratuit pour voir quelles formations sont prioritaires pour votre équipe.