Marketing Consulting - Walkthrough

Hello and welcome!

Here you can find video tutorials walking you through how to use every document in Project Pack: Marketing Consulting Edition.

Since consulting projects can be extremely varied, we’ve limited this pack to focus on the initial Roadmapping stage that every single consulting project should start with.

Because this may be different to how you currently work, we've put together videos which go through every template in the pack so you can see how they fit into your business.

I really recommend watching these videos – most are only a minute or two long but they explain important things about each template.

Need help?

If you need help with anything, you can email us anytime. We aim to respond in 1-3 business days.

Phase 1 Onboarding

Roadmapping Services Guide A guide to sell the Roadmapping session and turn your prospects into clients.

Intake Questionnaire A results-driven questionnaire to find out all about your client’s business.

Getting Started Guide Give your clients a killer onboarding with this eBook which will introduce your client to the project.

Audience Research Survey A questionnaire for your client to send to get some useful feedback for the project.

Roadmapping Agenda The agenda for the Roadmapping session outlining how the day will be structured.

How To Prepare For Roadmapping A checklist for your clients to help them prepare for their Roadmapping session.

Phase 2 Roadmapping

Customer Research Spreadsheet A spreadsheet template to collate ongoing feedback from customers and subscribers.

Customer Persona Workbook A workbook to determine your clients' audience's different customer personas.

Roadmapping Skeleton Your note-taking document to take into your roadmapping sessions.

Final Roadmapping Report Your final recommendations to the client is in this report.

Website Review Identify the current problem areas in a website and offer easy fixes to instantly improve it.

Partnership Pack A document detailing all the logistics of joint-venture partnerships.

Client Next Steps Checklist A solid guide as to exactly what the next steps are for your client.

Phase 3 Assets

Proposal Template A proposal template offering your services delivered in the roadmapping report.

Meeting Agenda Template Use this before and after every meeting with your client so everybody knows whats on the agenda.

Master Services Agreement A lawyer-approved contract to make sure you have everything in order from a legal standpoint.

Statement of Work An official statement of work detailing the project and what’s included.

Invoice Template An invoice template to match the rest of your documents.

End of Project Questionnaire A questionnaire about how the project went, and any wins or results they’ve found.

Non-Disclosure Agreement A short NDA to send prior to Roadmapping