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TOOLS

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Email Templates to Land Your First Client

​​These email templates can help you get your first and subsequent clients through reaching out to your network and making it easy for them to help you. 

FREE

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Initial Prospective Client Meetings Checklist

This checklist will help you prepare for prospective client meetings and enable you to more easily identify and articulate what you can do to help them.

FREE

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Tips and Scripts for Tricky Client Conversations

This tool can help you know what to say to navigate tricky conversations with clients and increase the likelihood of those conversations ending well.

FREE

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Consulting Service Pricing and Revenue Plan Overview

This spreadsheet will help you look at an overview of your service offerings and potential revenue.

FREE

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Social Media Planning Tool

This spreadsheet will help you develop a plan for your social media content in 2024 and ensure the content serves your consulting business goals.

You can also view a video that will give you an overview of how to use the tool.

FREE

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Prospect List

This spreadsheet enables you to identify, segment, and target prospective clients that have a higher probability of hiring you.

FREE

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Cultivating a Consulting Business Mindset

This tool will help you with two common mindset shifts consultants often need to make:
  • Getting comfortable with business development and selling what you do to clients
  • Understanding that there is enough business out there for you and you can get it

FREE

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Contract Scope Checklist

This checklist will help ensure that you include important details in your contracts, details that will help you price the engagement right and manage scoop creep and other common issues throughout the engagement.

FREE

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Killing Vampires and Zombies

This tool can help you eliminate the time and energy you spend on activities and people who are not adding any or enough value to your consulting business or life.

FREE

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Defining Your Ideal Client

This tool will help you define your ideal client, which is a critical first step in defining your value proposition and developing an effective business development plan.

FREE

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Your Value Proposition

This tool will help you define your value proposition. Your value proposition describes what you can do as a consultant for specific clients in your market and why they should hire you instead of someone else.

FREE

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Sample Tiered Propsal

This sample provides a template for what a tiered proposal looks like and gives examples of language. Tiered proposals provide options that increase in value for each tier. 

FREE

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Know Your Zones: The Consultant's Guide to Describing What You Can Do

This guidebook enables you to go deeper into describing your value as a consultant and what you can do to help clients achieve results they are willing to pay for.

There are two versions:

  1. A version you can print and fill out by hand

  2. A version you can fill out on your computer

FREE

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