Marketing Consulting Edition

This Project Pack has every single template and deliverable you will need for your business consulting project.

Here’s what’s inside:
Phase 1


  • Getting started guide

    Give your clients a killer on boarding 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.

  • Intake questionnaire

    A questionnaire to find out all about your clients’ 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.

  • Roadmapping agenda

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

  • How to prepare for roadmapping

    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.

  • Process and deliverables

    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 are going to get and when.

  • Customer research questionnaire

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

Phase 2


  • Customer research spreadsheet

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

  • Roadmapping skeleton

    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.

  • Keyword research report

    This is a spreadsheet that you and your client can use to input all keyword research data into and come up with a data-driven guide to the content you should be prioritising for the biggest SEO benefits.

  • Website review

    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.

  • Partnership pack

    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.

  • Segmentation strategy questionnaire

    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.

Phase 3


  • Proposal template

    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.

  • Master Services Agreement

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

  • Statement of Work

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

  • Invoice template

    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.

  • End of project questionnaire

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

Useful info
  • All items use free fonts (we include the links to download in each pack)
  • All files are a mixture of InDesign, Sketch, PDF, Word, Excel, Google Docs, Google Sheets
  • Consistent branding across all products — easily tweak to match your brand
  • Detailed symbols and character styles used throughout to make editing easy. Change styling once and it’ll change everywhere!

This is so useful. I was able to close a deal for roadmapping on the spot using these materials.

Huzaifah Zaba

I like polished systems so this is exactly what I needed :-) It's saved a lot of time!

Claire Emerson

Grabbing a copy of Project Pack was a decision I'm very happy I made. It's saved me a bunch of time and given me a comprehensive process and the supporting documents needed to run dream projects! I love it and my clients love it too!

Luke The Designer