professional-services
7 free lessons tagged professional-services across Business. Each one is a short sequence of focused steps with narration and a five-question quiz at the end — take them in any order, no signup required.
Design, Documentation, and the One Act Nobody Can Delegate
Architecture and engineering divide into design, documentation, coordination and administration, and AI touches them very unevenly. This lesson maps the split, then explains the professional seal: a licensed person certifying their own judgement, which is why the responsibility cannot move to a tool.
Research, Memos, and Explaining a Position to a Client
The advisory workflows in detail: framing an issue, running research so the model finds authority instead of inventing it, drafting a memo that does the job a memo exists to do, reviewing documents for tax consequences, and turning a technical position into something a client can act on.
Tax Practice, and Why a Model's Answer Is Not Authority
Tax work divides into compliance, advisory, controversy and planning, and AI touches them very differently. This lesson maps the split, then covers the authority hierarchy that governs every tax position, and why the regulation defining substantial authority excludes exactly the kind of output a model produces.
What an Advisor Actually Does, and Why Advice Is the Regulated Part
Financial advice divides into gathering, analysis, recommendation, communication and administration, and AI compresses them very unevenly. This lesson separates them, explains why the recommendation itself sits behind a fiduciary or suitability duty, and covers the recordkeeping regime that makes this profession unusual.
Positioning the Practice When the Deliverable Gets Cheap
If research and production compress, a consulting practice has to be clear about what it is selling. This lesson covers the disclosure conversation with clients, advising clients on AI when your own use is in question, what a defensible proposition looks like now, and the honest reckoning on which parts of the profession this actually threatens.
Producing the Work: Decks, Analysis, and Proposals
The concrete production workflows and how to run them safely. This lesson covers deck and document drafting, interview synthesis across many conversations, financial and data analysis where the difficulty was never the arithmetic, proposal writing, and the sourcing discipline that keeps a deliverable defensible.
What Consulting Sells, and Which Parts Compress
Consulting bills for a bundle of research, analysis, synthesis and judgement, and AI compresses those unevenly. This lesson separates them, examines which parts clients were actually paying for, and confronts the pricing problem that follows when the visible artefact becomes cheap to produce.