Top 10 Best AI Tools for Consultants

Top 10 Best AI Tools for Consultants - I'm going to share some tools with you — AI tools that I’ve used or that I’ve heard great things about — and I hope this will be valuable for you. But recognize that there’s almost always going to be something new that comes out. All right, so let’s get into it.

1. ChatGPT & Claude AI

I’m sure you’ve heard of them. What do I use them for? So, I use both of these for creating ideas for content, for brainstorming, for content editing. So, for example, I can go into ChatGPT or Claude, and I can say, “Give me 10 ideas related to [whatever the topic is] and [whoever the audience is],” and it will give me ideas. 

Now I can look at those, and I can decide, well, do I want to go deeper into any one of them? When I’ve created presentations or facilitated sessions for clients in workshops and events, I will use these tools to help me to create the curriculum or the agenda, the topics.

The most important thing, though, that I want to say here is: don’t just take what these AI tools give you. Make sure that you refine, that you edit, that you adjust it — because you’re the expert, AI is not the expert.

It’s also great for some initial levels of research — although, keep in mind that many of these kinds of models — what they’re outputting is not up to date to today, right? So when it gives you research findings or any kind of output, it might be a little bit old. You need to fill those gaps in. But still, it’s great for starting research and doing some initial kind of market analysis.

2. Beautiful AI & Tome AI

All right, let’s talk about another tool that you might have heard of or not heard of. It’s called Beautiful AI. Another one is called Tome AI. These are AI-powered tools for presentation design. They can help you with professional slide creation, dynamic template adaption, quick client deck generation. But these are just a few that I’ve heard about or have used. 

3. Otter AI & Fireflies AI

Let’s talk about Otter AI, Fireflies AI — these are two (again, there’s a whole bunch more) that will do meeting transcription for you. These can typically be connected to, for example, your Zoom account. And so when you have a meeting with someone, it’ll automatically create the transcription for you.

They’re also good, in many cases, to help you to extract action items or give you summaries of the meeting that you’ve had. The nice thing about these is that they’re also searchable in most cases. 

So imagine that you have a meeting with somebody and you think after, “Yeah, you know, they said something about this new initiative in Brazil. What did they say? I can’t remember exactly — like, there was something about that, but I remember it was, you know, was related to that.” 

You can go into them, you can search, and now you can find the specific timestamp of when they said it, where in the conversation they said it, what was the context, what did they actually say? So these are great if you’re having a lot of meetings — and very cost-efficient as well.

4. Copy AI & Jasper

Okay — Copy AI, Jasper. These are early. I remember Jasper becoming popular even before it was actually called Jasper — it was called something else. But I remember they were quite early in creating AI tools for copywriting.

So if you’re looking to create emails, social media posts, email campaigns, sequences, things of that nature, these are two tools that people use. I have not used both these tools recently — or actually for quite some time — because I found that I can actually get the output that I need just by using something like Claude or ChatGPT.

And of course, some of you use Gemini, some of you use Perplexity — these are all really great, powerful. Test them. See what you like best.

5. Grammarly

Another AI that did not start off necessarily as an AI but certainly is today is Grammarly. Right? If you do a lot of writing, and if English is not your first language, then a tool like Grammarly can be really helpful to enhance your writing, help you be more consistent, polish your writing, and help you just to feel more confident that your writing is showing up professionally.

And language is important, right? Let’s just establish that. If you’re writing and you’re communicating a lot and you’re coming across making a lot of grammatical mistakes or something else like that, then a tool like Grammarly might be a helpful one for you.

6. Loom 

All right, going to get to the next one, because this is one that I’ve used from way back in the day when it was very early. I’m sure many of you use it as well, but I absolutely love it — and that’s Loom. Right? Loom for videos.

I think a lot of people use Loom these days to send videos to people — great, right? Fantastic. We do a ton of that internally. Every day I record Loom videos to share with my team, to send to clients.

But the other use case for Loom, which I really enjoy, is documenting how we do certain things, and then I can share that with the team — and that can be turned into an SOP, right? A Standard Operating Procedure.

Now, if you have a team, you want to get everybody into this mindset of using a tool like Loom because you can then build a database or folders of videos that show how to do something.

So imagine hiring — you’re bringing on a new person. Rather than having to explain a ton of stuff to them, or rather than just having them read an old kind of manual, they can just watch the videos and see your screen and hear you talk or somebody on your team. That’s much more powerful and much more effective. So I love it for training. I love it for communication. We use it all the time. I’m a big fan of Loom.

7. Notion AI

So Notion can be great for organizing documents. It can be really good as a client portal. It can be a powerful tool for a kind of knowledge base. Some people even use it for project management. I’ve seen some people use it even as an LMS, where they have content and they want to give their clients access to a whole bunch of content.

We don’t personally use it, but I’ve used it as a client of others who have used it, and I found it to be fine, right? So that’s just another one for you to take a look at if you’re looking for a simple way to host information and content and give people access to it.

8. DALL-E & Midjourney

We should talk about visuals, right? So DALL-E, Midjourney — some people love these. I haven’t had the best experience with some of these tools, but I have not been a heavy user of them.

If you know what prompts, right, what to put in, what to say, what to ask — you can actually create some really cool banners, graphics, social post visuals for marketing materials and otherwise — even lead magnet covers, things of that nature — with those tools. But definitely take a look at Midjourney and DALL·E as well if you want to dive deeper.

9. Krisp AI

Krisp AI is something you can install on your computer, your laptop. I believe they even have a cellphone/mobile phone version, which I do not use. But I use it for my computers, and what it does is it trains on your voice and then it will cut out all the background noise.

So for those of you who have young kids, or for those of you that have pets, or maybe you work from a café often, a hotel — any environment where there’s a lot of background noise — what Krisp does is it knocks that out. It removes the noise so that you only hear your voice. A complete game changer. Highly recommend it.

10. TextExpander AI

And I’ll offer you one more, which I have not been a big user of directly, but I think it has a lot of value — and I think for some of you, you’ll absolutely love it — and that is a program called TextExpander AI.

Now what these do is, instead of writing out the same thing over and over again — like let’s say that you often respond to certain types of emails, or you often write emails for whatever purpose, covering the same kinds of topics — well, you can create shortcuts and then simply type in those shortcuts and it’ll expand the text.

So think about the use cases of when you are saying the same things, directing people to the same link, responding, replying. TextExpander will make that much easier. It’ll save you a lot of time because it allows you to almost kind of put these little snippets in. I think some of you will just absolutely love what something like TextExpander can do.

All right — I think that was 10 tools. But what I will say is that AI is the worst it’s going to be right now — meaning, it’s only going to get better. I hope this has been helpful. There’s so many more out here — but these are a few that you can certainly take a look at and I believe will help you.