Pre-sales has already had a couple of meetings by the time it gets to me. I put the transcripts of their calls and the contract (statement of work) into Notebook LLM to ask the high level questions like the objectives, the challenges, priorities, risks they have already surfaced etc.
That feeds into my first meeting slide deck so the client can expand upon, disagree with etc to make sure everyone is on the same page.
After my set of discovery sessions, I put those transcripts into the notebook too.
I can then use Notebook LLM to give me a first draft of the management style assessment report. I never expose LLM writing to the client. I have a certain style of writing and I hate AI slop.
Yes this is corporate approved, we use GSuite for everything. I like the fact that everything that NotebookLM outputs has curations from the source material.
(btw, it’s “NotebookLM” – one “L” – not “Notebook LLM”)
On the other hand, part of the reason I never desired to go independent is because working for a company, we do have a sales department to get clients, a legal team, and finance to chase payments. I can just concentrate on the client and the project.