AI for your role

AI for Solutions Consultants

Spend less time prepping demos and more time solving problems.

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The shift

How AI is changing the Solutions Consultant role

In 2026, AI handles much of the prep work that used to eat a Solutions Consultant's day, including discovery research, demo script drafting, and first-pass RFP and security questionnaire responses. It also summarizes long technical calls into action items and helps tailor demo environments to a prospect's stated use case. The result is more time spent on live problem solving and less on documentation and repetitive writing.

What AI can take off your plate

  • First-pass answers to RFPs and security questionnaires
  • Summarizing discovery and demo calls into requirements and action items
  • Researching a prospect's tech stack and industry before calls
  • Drafting follow-up emails and meeting recaps
  • Generating demo scripts and feature explanations for a specific persona

What stays distinctly human

  • Reading the room and adjusting a live demo on the fly
  • Building trust with a skeptical technical buyer
  • Judging which technical tradeoffs actually matter to this customer
  • Negotiating scope and expectations honestly with sales and the prospect
  • Deciding when a use case is a poor fit and saying so
Tools

Five AI tools for Solutions Consultants

Gong
Reviews recorded discovery and demo calls so a Solutions Consultant can pull objections, requirements, and next steps without rewatching the recording.
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ChatGPT
Drafts demo scripts, technical email replies, and explanations of features tailored to a specific industry or persona.
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Claude
Reads long RFPs, security questionnaires, and technical docs to summarize requirements and draft accurate first-pass answers.
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Perplexity
Researches a prospect's tech stack, competitors, and industry pressures before a discovery call with cited sources.
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Loom
Records personalized async demo walkthroughs with AI-generated titles, summaries, and chapters so prospects can rewatch key moments.
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Prompts

Five prompts to try today

Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.

1. Discovery call prep
I have a discovery call with [company] in [industry]. They currently use [current tools] and are evaluating us for [use case]. Draft 10 discovery questions that uncover technical requirements, decision criteria, and likely objections.
2. Tailor the demo
Build a demo flow for [product] aimed at [persona] at [company]. Their stated priorities are [priorities]. List the features to show in order, the story to tell for each, and the moment to pause for questions.
3. RFP answer draft
Here is an RFP question: [paste question]. Our product does the following relevant to this: [capabilities]. Write a clear, accurate answer in 3 to 5 sentences without overstating what we do.
4. Objection response
A prospect said: [objection]. Our product context: [details]. Give me three honest ways to respond, each acknowledging the concern and offering a concrete next step or proof point.
5. Call follow-up summary
Turn these call notes into a follow-up email: [paste notes]. Include a short recap, the agreed next steps with owners, and any open technical questions we owe them.
The playbook

Every AI play for Solutions Consultants

Your full AI playbook for your role — updated every week. Tap any card for a step-by-step walkthrough and examples.

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A day in your inbox

This is the kind of brief a Solutions Consultant gets, every weekday morning.
Monday morning
✦ Personalized for: Solutions Consultant
Consultant PlaybookScoping proposals and SOWs
Scope it before you write it

Vague scopes cause scope creep. Pin the work down first.

Claude  FREE  drafts and structures documents from your notes

1

Paste your messy call notes and ask for a structured scope:

Here are my raw notes from a discovery call with [Client]: [paste notes]. Turn this into a scope of work with: objectives, in-scope deliverables, out-of-scope items, timeline in phases, assumptions, and client responsibilities. Flag anything vague that I need to confirm before quoting. Keep it plain and specific.
2

Take the flagged items back to the client. Confirm each one in writing before you send a price.

Your out-of-scope list is what protects your margin later.

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How AI is changing your role
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