Training course · Perplexity · Consulting

Perplexity for Consultants

AI-powered research with Perplexity: cited answers, source control, Spaces, Deep Research and systematic fact-checking.

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

“Perplexity for Consultants” is designed for roles such as Management and strategy consultants, IT and process consultants and In-house consulting teams and shows step by step how to use Perplexity productively, safely and transparently in Consulting – from the fundamentals to advanced workflows.

Perplexity combines language models with live web search and delivers answers backed by numbered citations. That makes it particularly suited to work where currency and traceability matter: market and competitor monitoring, research into regulation and standards, supplier and partner due diligence, or preparing decision papers. In this practical day you learn to phrase research questions precisely, steer the choice of sources deliberately and use follow-up questions to turn an initial answer into a robust research result.

You work with Spaces, where you group research on a topic, add your own files and set instructions for the team. With Deep Research you produce extensive reports that evaluate many sources and bring them together in a structured way. Quality is a key focus: you learn to assess sources, cross-check claims and recognise typical failure patterns such as outdated or misattributed information. We also address data protection and licensing questions for business use. You leave with a reusable research process tailored to your own function.

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 phrase precise research questions and steer the choice of sources deliberately.
  • You assess sources by origin, currency and reliability and trace claims back to the original.
  • You organise research in Spaces and combine web sources with your own documents.
  • You use Deep Research to produce structured reports and decision support.
  • 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 of AI-powered research
  • How it works: language model, live web search and citations
  • How it differs from a classic search engine and a general chat assistant
  • Framing research questions precisely: time frame, region, source type
  • Follow-ups and drilling down instead of one-off queries
Module 2 Steering and assessing sources
  • Narrowing sources: web, academic literature, your own files
  • Targeting primary sources, official websites and specialist publications
  • Assessing source quality: origin, currency, vested interests
  • Tracing quotes and figures back to the original source
Module 3 Spaces and teamwork
  • Setting up Spaces for topics, projects or client requests
  • Uploading your own documents and combining them with web sources
  • Storing instructions for consistent output formats
  • Sharing research and turning it into pages or reports
Module 4 Deep Research and structured reports
  • Tackling broad questions with Deep Research
  • Producing market overviews, competitor comparisons and topic briefs
  • Turning results into tables, side-by-side comparisons and executive summaries
  • Recognising the limits of in-depth research and refining results
Module 5 Fact-checking, data protection and workflow
  • Systematic fact-checking: counter-research and spotting contradictions
  • Typical failure patterns: outdated, misattributed or fabricated details
  • Data protection, enterprise licences and handling confidential queries
  • A reusable research process and source documentation
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

Experience with online research in a professional context; no prior AI knowledge is required. Experience in consulting projects or analytical project roles; no programming skills required.

Technical requirements

A laptop with an up-to-date browser and a Perplexity account; we recommend Pro or Enterprise access to use Spaces with files and Deep Research in full.

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.

  • Wed, 25 November 2026 Online Request
  • Fri, 11 December 2026 Berlin Request
  • Mon, 14 December 2026 Online Request
  • Fri, 15 January 2027 Stuttgart Request
  • Thu, 21 January 2027 Online Request
  • Fri, 5 February 2027 Hanover Request

Frequently asked questions

How does Perplexity differ from ChatGPT or a search engine?

A search engine returns a list of links, and a general chat assistant often answers from its training data. Perplexity searches the web at the moment you ask, summarises what it finds and backs each statement with citations. That makes it particularly well suited to current, verifiable research – although you still need to assess the sources yourself.

Can I rely on Perplexity's citations?

Citations make verification much easier, but they do not replace it. Occasionally a statement is attributed to a source that does not say quite that, or an outdated page is used. In the course you learn a lean fact-checking routine that lets you quickly verify critical statements against the original source.

Is Perplexity suitable for confidential research within a company?

Enterprise plans offer additional commitments on data use and administration. Even so, you should not put trade secrets or personal data into queries unless your internal policy explicitly allows it. We discuss how to phrase queries so that sensitive details stay protected while the research remains useful.

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 “Perplexity 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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