Guides & Templates
Checklists, swipe files, and email courses
Downloadable guides, checklists, swipe files, and email courses on outreach, pricing, proposals, and growing your consulting business.
Free Email Courses
- Client Intake Cheat Sheet — Learn how to create a client intake process that saves you time and headache.
- Free Email Outreach Course — Learn the secret behind writing emails that build a relationship with the person you’re emailing.
- Learn how to get POWERFUL client testimonials — Everything you need to know to get the best possible testimonials from your clients.
- Content Promotion Checklist — You spend all that time creating it, but once you click publish, what then?
Guides and Downloadables
The Ultimate Guide To Client Testimonials
Do you want to learn how to get your clients to write you a great testimonial? Inside this resource, you’ll learn the questions to ask, process to follow, and what to do if the client drags their feet.
(Co-Written by Meg Cumby, who helps service professionals, agencies, and independent consultants get social proof without the awkwardness.)
Proposal Template for Solo Consultants
Get the template I use and start with on all of my proposals (when I’m not doing a roadmapping project). This template is great for custom projects, productized services, or value-based proposals.
Get More Clients With Outreach Marketing
In this guidebook, you’ll learn the fundamentals behind running a successful outreach campaign. Use these principles to stimulate conversations with decision makers, prospects, and clients.
Interview Your Client and Propose a Value-Based Price
In this guide, you’ll learn how to interview your client and propose a value-based price for a project.
Value-Based Pricing Prospecting Questions
This guide contains recommended questions on Establishing Business Objectives, Measures of Success, and Value and Assessing Your Personal Contribution To The Project.
Podcast Tours: Telling Your Unique Story
In this short activity, you’ll learn how to identify your unique story to pitch it to podcast hosts (and share it with their audience).
Podcast Tours: Identifying Podcasts
In this short exercise, learn how to identify podcasts for outreach for your Podcast Tour.
Podcast Tours: Refining Your Topics and Pitches
In this short exercise, learn how to capture and refine the topics you’ll pitch for your Podcast Tour.
How To Find Anyone’s Email Address
If you’re working on an outreach campaign, you most likely have stumbled once or twice trying to find the email address for the person you want to reach. In this guide, you’ll learn the different strategies, tactics, and tools that I recommend to find anyone’s email address.
Recommended Outreach Tools
Recommended tools you can use to make your outreach campaigns more efficient and effective.
Outreach Swipe Email Templates
You can use this collection of email templates as a jumping off point for your outreach campaigns.
Prospecting Phone and Email Swipe Scripts
You can use this collection of swipe templates (including the Prospecting Email Script and Prospecting Phone Script) as you identify, interview, and qualify your prospects.
Content Promotion Checklist
Once you’ve created your content, there’s the challenge of promoting the content. Excerpted from the “Content Promotion Manual,” this checklist will help you promote your next piece of content.
Solo Consultant’s Guide to Delegating Your To-Do List
You’re a busy person with a lot on your plate. You might feel like you’re juggling a lot of balls. In this guide, you’ll get actionable advice on how to delegate your todo list (and maybe even do less).
Content Creation Blueprint
Creating content — writing articles, tips, emails, etc. — is one of the best ways to attract clients, demonstrate your expertise, and build your authority.
But creating content can be a struggle. What are you supposed to write about? Where are you supposed to find topics or questions to write about? And how do you know if it’s working?
In this short guide, you’ll get a blueprint for your content creation process and answers to some of the most common questions about your content creation.
Tools
Pipedrive Sales CRM 30 Day Gold Trial ($60 Value)
If you need a Sales CRM to track your leads, deals, pipeline, and contacts, I strongly recommend Pipedrive. Pipedrive is what I use in my own businesses and Pipedrive is an excellent way to:
- Track your ongoing deals
- Manage your relationships with your contacts
- Remember who to follow-up with, when, and why
- Know exactly what activities to take each month to reach your goals (activity-based selling)
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