Training course · ChatGPT · Consulting

ChatGPT for Consultants

Use ChatGPT safely and productively at work: projects, custom GPTs, data analysis, Canvas and privacy settings in team workspaces.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

This course connects ChatGPT with the everyday processes of Consulting. Participants work on realistic scenarios and leave with prompts, workflows and checklists they can use straight away.

For many business teams, ChatGPT is the first AI tool they use every day – yet there is a methodical gap between asking the odd question and achieving real productivity gains. In this hands-on day you learn to apply ChatGPT deliberately to recurring work: drafting and editing text, summarising documents, analysing spreadsheets and structuring decision papers. You work with Projects that keep files and instructions together, with Canvas for reworking longer documents, and with data analysis for Excel and CSV files. Every exercise is based on genuine tasks from your own function.

The second focus is scale and responsibility. You build a custom GPT that knows your templates, tone of voice and review rules, and that colleagues across the workspace can use. We also clarify which data belongs in ChatGPT and which does not, how Team and Enterprise workspaces differ from personal accounts, and which settings matter for model training, memory and sharing. You leave with a personal prompt library, a working GPT and clear ground rules for using ChatGPT responsibly across your organisation.

Consulting thrives on rapid onboarding, structured analysis and persuasive communication – exactly where generative AI makes a difference. Consultants use AI assistants to get up to speed on new industries, synthesise interview notes, build hypothesis trees, analyse client data and develop storylines for steering committees. AI agents support desk research, document comparison and first slide drafts. At the same time, AI is reshaping the business model: clients expect faster results and ask what value consultants add beyond what they could generate with AI themselves. Consultants who use AI confidently shift their time from grunt work towards judgement, implementation support and relationship building.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Management and strategy consultants
  • IT and process consultants
  • In-house consulting teams
  • Independent consultants
  • Analysts and junior consultants

Typical challenges we address

  • Short ramp-up time for new clients, industries and topics
  • Large volumes of interviews, documents and data under time pressure
  • Heavy effort for slides, reports and proposals
  • Confidentiality of client information when using AI

What you will be able to do

  • You write structured prompts that reliably produce usable results for your day-to-day tasks.
  • You organise your work in Projects and revise longer documents efficiently with Canvas.
  • You analyse spreadsheets and files with data analysis and critically verify the results.
  • You build a custom GPT for a recurring task and share it with your team.
  • Accelerate onboarding, research and synthesis in consulting projects with AI.
  • Develop structured storylines, slides and proposals with AI support.
  • Use AI in client work in line with confidentiality obligations and communicate its use transparently.

Course outline

Module 1 Foundations and effective prompting
  • How language models work: strengths, limitations and hallucinations
  • Building effective prompts with role, context, task and output format
  • Refining iteratively instead of starting over: follow-ups and correction loops
  • Choosing models and using web search and deep research appropriately
Module 2 Projects, Canvas and document work
  • Setting up Projects to group files, instructions and chats by topic
  • Summarising, comparing and interrogating long documents
  • Using Canvas to revise text and drafts section by section
  • Templates for emails, reports, minutes and presentation outlines
Module 3 Data analysis with spreadsheets and files
  • Uploading, cleaning and analysing Excel and CSV files
  • Calculating KPIs, replicating pivot logic and explaining variances
  • Generating charts and preparing them for presentations
  • Verifying results: checking calculation steps and sanity checks
Module 4 Custom GPTs for recurring tasks
  • Identifying and scoping good use cases for GPTs
  • Configuring instructions, knowledge files and conversation starters
  • Testing, improving and sharing a GPT within the workspace
  • Maintenance, change tracking for instructions and ownership in the team
Module 5 Privacy, workspaces and governance
  • Personal accounts versus Team and Enterprise workspaces
  • Settings for model training, memory, temporary chats and sharing
  • Handling personal and confidential data in line with GDPR
  • Internal usage policy and quality assurance for AI output
Module 6 Practice lab: Consulting
  • Rapid onboarding
  • Synthesising interviews
  • Hypotheses and issue trees
  • Storylines and slides
  • Proposals and bids
  • Faster data analysis
Module 7 Data protection, quality & transfer to daily work
  • Client information is usually covered by confidentiality agreements and may only be processed in AI environments cleared contractually and under data protection law. AI use should be agreed with the client, and personal interview data must be handled in line with the GDPR.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Rapid onboarding

AI produces industry overviews, explains terminology, value chains and typical KPIs and drafts key questions for the kick-off – as a starting point to be verified with reliable sources.

Synthesising interviews

Notes from stakeholder interviews are organised by theme, pain point and quote, patterns and contradictions are drawn out and the results prepared as a basis for hypotheses.

Hypotheses and issue trees

Problems are broken down with AI into mutually exclusive, collectively exhaustive sub-questions, hypotheses are formulated and the required analyses and data sources derived. This quickly yields a robust workplan for the team.

Storylines and slides

Analysis results become pyramid-structured storylines, action titles and slide drafts, which the team then sharpens and builds out in the house style. The core message stays at the centre of every slide.

Proposals and bids

Tender documents are analysed, requirements turned into checklists and proposal sections on approach, work packages and team profile written with a clear focus. The client's evaluation criteria are addressed directly.

Faster data analysis

Client data is cleaned, analysed and visualised with AI support, for example for benchmarks, cost analyses or process KPIs, with documented calculation steps. Sanity checks safeguard quality before client presentations.

Prerequisites

Confident use of office applications and a web browser; no prior AI knowledge is required. Feel free to bring your own non-confidential sample tasks from your daily work. Experience in consulting projects or analytical project roles; no programming skills required.

Technical requirements

A laptop with an up-to-date browser and a ChatGPT account; a paid plan or access to your organisation's Team or Enterprise workspace is recommended for custom GPTs, Projects and data analysis.

Data protection & compliance

Client information is usually covered by confidentiality agreements and may only be processed in AI environments cleared contractually and under data protection law. AI use should be agreed with the client, and personal interview data must be handled in line with the GDPR.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Tue, 24 November 2026 Online Request
  • Thu, 3 December 2026 Hanover Request
  • Wed, 16 December 2026 Online Request
  • Wed, 13 January 2027 Online Request
  • Fri, 29 January 2027 Munich Request
  • Mon, 8 February 2027 Online Request

Frequently asked questions

Do I need a paid ChatGPT licence for the course?

You can follow the fundamentals with a free account. However, features such as custom GPTs, Projects with larger files and advanced data analysis are tied to paid plans or come with far more generous limits there. Ideally you join with access to your organisation's Team or Enterprise workspace, so you practise under real conditions.

May I enter confidential company data into ChatGPT?

That depends on your plan, your contractual terms and your internal policy. In Team and Enterprise workspaces, content is not used for training by default, but GDPR and confidentiality obligations still apply. In the course you learn how to classify and anonymise data and how to choose the right settings.

How is a custom GPT different from a saved prompt?

A GPT bundles persistent instructions, knowledge files and optional tools such as web search or data analysis into a dedicated assistant. Colleagues can use it without any prompting skills and get consistent results. A saved prompt, by contrast, has to be copied and supplemented with context every time, which is far more error-prone.

Can I use client data in AI tools?

Only if the contract, NDA and your firm's policies permit it and the tool is covered contractually. It is often sensible to agree AI use with the client. The course shows how to work with anonymised data and set clear rules for project teams.

Will AI make consultants redundant?

Grunt work such as desk research or first slide drafts becomes cheaper. Judgement, industry experience, facilitation and implementation support remain in demand. Firms that use AI well deliver faster and can invest more time in real impact for clients. Value shifts towards advice quality and outcomes.

How much does “ChatGPT for Consultants” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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