Coming November 2023: The brand-new Marketing Consulting edition

A guide that you can give to your leads or add to your website to sell the roadmapping session and turn your prospects into clients.

A questionnaire to find out all about your client's business. This is a results-driven questionnaire and will ensure you have all the data you need to create an effective finished product for your clients.

Give your clients a killer onboarding with this eBook which will introduce your client to the project. It includes sections about their role in the project, what they can expect when working together, and the project logistics.

In almost any consulting project you’ll want to research their audience. This is a questionnaire you can get your client to send out to get some useful feedback for the project.

This is a document you can give to your clients ahead of your roadmapping session so they know how the day will be structured.

A checklist for your clients to ensure they show up to your roadmapping session prepared and ready to rock! Start the day on the right foot without any costly delays.

This is the spreadsheet template we use to collate ongoing feedback from customers and subscribers. We have kept a document like this for years and we get all our clients to do the same.

This is a document that you will work through with your client to determine your strategy for segmentation and personalisation. This is a collaborative document and you should help guide your client through it.

This is the exact document we use to take into our roadmapping sessions. It contains a full list of talking points and ensures that by the end of it, you’ll have a solid project direction including budget and ROI for your proposal.

This template will utilise all of the data we gathered in the previous data collection work along with the roadmapping session to deliver our final recommendations to the client. You can see an example of a real report we might use.

If website consulting forms a part of your project you can use this document to identify the current problem areas in a website and offer easy fixes to instantly improve it. You can add this to the previous report or use it as a standalone document.

Most of our consulting projects includes setting up potential joint-venture partnerships with our clients. You can use this document as a basis for giving your clients a pack detailing all the logistics of these partnerships.

We’ve found that consulting projects often have a lot of moving parts. Your clients will greatly appreciate having a solid guide as to exactly what they need to do if they decide to handle the implementation themselves.

A killer proposal template for your consulting projects. This template was used on a recent project so we know it works. It’s not just pretty — it converts. Which is exactly what you need with a proposal.

A template that you can use before and after every meeting with your client so everybody knows what you are going to be talking about, along with the goal and purpose of the call. Every meeting should be clear, valuable, and as efficient as possible.

A lawyer-approved contract to make sure you have everything in order from a legal standpoint. Not sexy, but important.

An official statement of work detailing the project and what’s included. Includes all the necessary information like timeline, budget, meeting schedule, and more.

What it says on the tin. An invoice template to match the rest of your documents. Give everything a cohesive, branded look making you look amazingly professional.

Every project should end with a questionnaire about how it went, and any wins or results they’ve found. You can take the answers to these questions and create kick-ass testimonials for your website.