From hourly to fixed price: a guide
Guide for consultants
For consultants who want an audience of independents ready to stop billing by the hour.
Scorecard
How healthy is the way your business runs?
How to use this scorecard
Share it with owners of growing businesses. Their answers show you where the business is creaking, which gives you a real problem to talk about.
What is inside
Score your business
Why each question mattersOne view of the work
Quick wins for this monthMeasure one thing: The problem customers notice most.
Worth doing this quarterLook at your margins. By customer and by product, not just in total.
Your next ninety daysMeasure the top problem and write down the job behind it.
Three title ideas for your own version
How healthy is the way your business runs
The operations health scorecard
Score your business in two minutes
Where to promote it
LinkedIn poststrade association newslettersbusiness breakfast talksa link in your email signature
What goes in a business health scorecard?
Ten quick questions on how work flows, who decides and what gets measured, a score out of twenty, what it means, a quick win for each point and a ninety day plan.
Make this scorecard your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
More for consultants
The same audience, 12 other formats.
The proposal checklist
Checklist for consultants
For consultants who want other consultants and freelancers on their list.
Discovery call questions cheat sheet
Cheat sheet for consultants
For consultants who want new consultants learning from them early.
Client email templates
Email scripts for consultants
For anyone who sells to consultants and wants them on their list.
One page project brief template
Template pack for consultants
For consultants who want clients to see how they work before they sign.
Swipe file for presenting a consultant's recommendation
Swipe file for consultants
For consultants who want their clients to carry a recommendation through the room it has to pass.
Buyer's guide to choosing a consultant
Buyer's guide for consultants
For consultants who want to be chosen for fit and clarity, not for the lowest day rate.
Consultant, interim or permanent hire decision guide
Decision guide for consultants
For consultants who want to speak to buyers who have a gap in their team and have not yet decided how to fill it.
Consulting project mistakes list
Mistakes list for consultants
For consultants who want clients to avoid the habits that make a good project go wrong.
Consulting project roadmap
Roadmap for consultants
For consultants who want buyers to know what a good project looks like before they sign anything.
Operations case study
Case study for consultants
For consultants who want to win projects with owners and managing directors who know something is wrong but cannot see where.
Cost of a problem worksheet
Worksheet for consultants
For consultants who want to help owners and managers build the case for fixing a problem that everyone has learned to live with.
More scorecards
The same format, written for 21 other niches.
Buyer appeal scorecard
Scorecard for real estate agents
For agents who want to meet homeowners months before they list, while they are still getting the home ready.
Year end readiness scorecard
Scorecard for accountants
For accountants who want to reach owners in the months before year end, while there is still time to get the books in order.
Retirement readiness scorecard for financial advisers
Scorecard for financial advisors
For advisers who want to meet people in the ten years before they retire, while there is still time to change the outcome.
Hiring health scorecard
Scorecard for recruiters
For recruiters who want to reach small employers before their next hire goes wrong.
Brand scorecard for freelance designers
Scorecard for freelancers
For freelance designers who want to meet small business owners who suspect their look is holding them back.
Course idea scorecard
Scorecard for course creators
For course coaches who want to meet experts at the moment they are deciding whether to build a course.
Training habit scorecard for fitness coaches
Scorecard for fitness and nutrition coaches
For fitness coaches who want to reach people who keep starting and stopping their training.
Marketing readiness scorecard
Scorecard for marketing agencies
For marketing agencies who want to reach owners before they spend more on marketing that is not set up to work.
Owner dependence scorecard
Scorecard for business coaches
For business coaches who want to reach owners who feel stuck doing the work instead of running the business.
Fractional readiness scorecard
Scorecard for fractional executives
For fractional leaders who want to reach founders who are unsure whether part time senior help would work for them.
Manuscript readiness scorecard
Scorecard for authors
For authors, editors and writing coaches who want to help writers judge when a manuscript is ready for paid help.
Business photo scorecard for photographers
Scorecard for photographers and videographers
For commercial photographers who want to reach owners who are not sure whether their photos are holding them back.
LinkedIn results scorecard for LinkedIn creators
Scorecard for linkedIn creators and ghostwriters
For LinkedIn ghostwriters and creators who want to reach founders and consultants whose posts are not bringing in work.
Money habits scorecard for finance educators
Scorecard for finance and money educators
For money educators who want to help people see where their money habits stand without judgement.
Search basics scorecard for SEO consultants
Scorecard for SEO and content consultants
For SEO consultants who want to reach owners who are not sure why their website brings in so few visitors.
CV readiness scorecard for career coaches
Scorecard for career and executive coaches
For career coaches who want to reach job seekers who send applications and hear nothing back.
Daily habits scorecard
Scorecard for health and wellness coaches
For wellness coaches who want to help people see where their habits stand without judgement.
Team clarity scorecard
Scorecard for leadership coaches
For leadership coaches who want to reach managers who feel their team is busy but not moving forward.
Sales pipeline scorecard
Scorecard for sales coaches
For sales coaches who want to reach founders and sales leads whose numbers swing from month to month.
HR basics scorecard
Scorecard for HR consultants
For HR consultants who want to reach owners of small firms without an HR person.
Cyber readiness scorecard
Scorecard for IT consultants
For IT consultants who want to reach owners of small offices without an IT person.
Pick one, change the words, publish.
Free to start. No credit card.