Small Business Systems

The Solo Consultant Client System

From first inquiry to testimonial without dropping threads

The complete client lifecycle for solo consultants: positioning, proposals, contracts, onboarding, delivery, invoicing and referrals — templates and word-for-word scripts included. 29 pages, $39, instant PDF download.

The Solo Consultant Client System 3D book mockup
$39
  • Instant PDF download
  • Printable checklists & worksheets
  • Free updates for 12 months

About this book

You didn't start consulting to become an administrator. But until the operations run smoothly, they eat the hours you could be billing — and they cost you clients. This kit covers the complete client lifecycle as repeatable systems: positioning and packaging, proposals, contracts, onboarding, engagement delivery, invoicing, offboarding, and referrals. Templates, scripts, checklists, and the judgment to use them well.

It starts where solo practices actually break. Chapter 1 names the five real bottlenecks — pipeline gaps, leaky sales, scope creep, slow cash, no leverage — and Chapter 2 fixes how you package and price: the positioning sentence, productized offers (the paid audit, the sprint, the retainer), good/better/best pricing, and the pricing math that turns a target income into a project price. Chapter 3's 48-hour proposal rule and 1-page email proposal mean a proposal in under an hour instead of a week lost to a faster competitor.

Chapters 4–6 are the machinery: the ten essential contract clauses with an SOW template (plus the red flags to watch when the client provides the paper), the 72-hour onboarding sequence with kickoff agenda and communication norms, and the weekly cadence — Friday 5-bullet status updates, scope control with the "yes, and" change-order script, and word-for-word scripts for late feedback, mid-project discount requests, and projects going sideways.

Chapters 7–9 close the loop: running discovery and delivery with a quality bar, invoicing terms that protect you (30–50% deposits, milestones not calendar dates, net-15, a stop-work clause), and the offboarding sequence that turns finished clients into your sales team — wrap report, testimonial ask with a draft offered, referral ask, 30-day check-in, and the alumni system that should drive half your revenue within two years. Chapter 10 gives you the minimal ops stack and the Friday 30-minute routine that keeps it all running.

What's inside

  1. 01Chapter 1: Positioning & Packaging
  2. 02Chapter 2: Proposals That Win
  3. 03Chapter 3: Contracts & SOWs Without a Lawyer on Retainer
  4. 04Chapter 4: Client Onboarding That Starts Projects Right
  5. 05Chapter 5: Running the Engagement
  6. 06Chapter 6: Invoicing & Getting Paid
  7. 07Chapter 7: Offboarding & the Referral Engine
  8. 08Appendix A: Template Library

What you get

  • Instant PDF download — yours to keep, readable on any device
  • 29 pages: 10 chapters plus template library and worksheets
  • Copy-paste template library: proposal, SOW checklist, onboarding email, kickoff agenda, status update, change order, invoice email, offboarding checklist
  • 5 printable worksheets (positioning sentence, pricing calculator, pipeline tracker, capacity planner, monthly ops review)
  • Word-for-word scripts for scope creep, late payment, and difficult conversations
  • Free updates for 12 months

Who it's for

  • Solo consultants (strategy, marketing, operations, finance, HR, tech) losing hours to admin
  • New independents who need contracts, proposals, and onboarding that look established from day one
  • Experienced consultants fighting scope creep, slow payers, and feast-or-famine pipelines
  • Freelancers ready to productize services and stop billing by the hour

Details

Pages
29
Edition
1st edition
ISBN
Not yet assigned
Published
June 20, 2026
Format
29 pages, PDF
Publisher
Ample Press Inc., Toronto

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The Solo Consultant Client System

$39