toolkit
Consulting Business Toolkit
$29.99
About
This one is built for independent consultants, business consultants, strategists, technical consultants, marketing consultants, operations consultants, fractional executives, coaches offering consulting engagements, and boutique consulting firms. The spreadsheet contains 12 connected systems: Consulting Dashboard, Engagement Pricing, Sales Pipeline, Proposals, Projects, Deliverables, Time & Utilization, Retainers, Invoices & Accounts Receivable, Project Profitability, Client Concentration, and Partners & Referrals. I made the Engagement Pricing Calculator especially important. Consultants can enter their estimated hours, internal labor value, subcontractors, travel, tools/research, production expenses, payment fees and target margin. It calculates total delivery cost, recommended consulting fee, effective hourly revenue, expected profit and profit margin. I also added systems that become important as a consultant grows beyond freelancing: retainer MRR, weighted sales pipeline, proposal tracking, scope control, utilization, receivables, project profitability, and client-concentration risk. So the toolkit helps someone move from “I sell consulting services” toward operating an actual consulting firm.
Who this is for
entrepreneurs
What's included
This one is built for independent consultants, business consultants, strategists, technical consultants, marketing consultants, operations consultants, fractional executives, coaches offering consulting engagements, and boutique consulting firms. The spreadsheet contains 12 connected systems: Consulting Dashboard, Engagement Pricing, Sales Pipeline, Proposals, Projects, Deliverables, Time & Utilization, Retainers, Invoices & Accounts Receivable, Project Profitability, Client Concentration, and Partners & Referrals. I made the Engagement Pricing Calculator especially important. Consultants can enter their estimated hours, internal labor value, subcontractors, travel, tools/research, production expenses, payment fees and target margin. It calculates total delivery cost, recommended consulting fee, effective hourly revenue, expected profit and profit margin. I also added systems that become important as a consultant grows beyond freelancing: retainer MRR, weighted sales pipeline, proposal tracking, scope control, utilization, receivables, project profitability, and client-concentration risk. So the toolkit helps someone move from “I sell consulting services” toward operating an actual consulting firm.
Inside This Toolkit
- Complete Bundle — COM/API/MEMB
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