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.
Swipe file
Board paper wording for your advice
How to use this swipe file
Give this to clients with your final report or in the handover session. It helps them carry your work through the room it has to pass.
What is inside
Stating the problemSay what is wrong, who it affects and what it costs, in that order.
Setting out the optionsShow at least two options besides doing nothing, with the cost and the risk of each.
Making the askSay exactly what you want. Approve, note or decide.
Naming the risksDo not hide a risk.
Answering the hard question
Three title ideas for your own version
How to present a consultant's recommendation
Board paper wording for a consulting report
What to say when you take advice to the board
Where to promote it
Your final report packthe handover sessionLinkedIn postsa link in your closing email
Why give clients wording to present your recommendation?
A good report can fail at the board table because the client could not explain it. Wording they can use makes your work easier to approve and easier to credit.
Make this swipe file 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, 9 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.
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.
More swipe files
The same format, written for 51 other niches.
Home seller swipe file
Swipe file for real estate agents
For agents who want sellers to feel looked after from the listing to the handover.
Swipe file of notes to send your accountant
Swipe file for accountants
For accountants who want clients to give them clear, complete information the first time.
Swipe file of money conversation openers for financial advisers
Swipe file for financial advisors
For financial advisers who want clients to start the money conversations that make a plan work.
Candidate feedback swipe file
Swipe file for recruiters
For recruiters who want employers and candidates to part on good terms after a hiring process.
Case study wording swipe file
Swipe file for freelancers
For freelancers who finish good projects and never write them up.
Student messages swipe file
Swipe file for course creators
For course creators who know they should keep in touch with students and never find the words.
Training diary swipe file for fitness coaches
Swipe file for fitness and nutrition coaches
For fitness coaches who want clients to keep a simple record and bring it to every session.
Bad month client wording swipe file
Swipe file for marketing agencies
For agencies whose account managers dread the monthly call when the numbers are down.
Discovery call swipe file
Swipe file for business coaches
For business coaches who get the call but lose the sale at the price or the pause.
Fractional leader announcement swipe file
Swipe file for fractional executives
For fractional executives who want the team to accept them quickly and use their time well.
Bookshop and library notes swipe file
Swipe file for authors
For authors who want to see their book in a local shop or library and are unsure how to ask.
Swipe file of replies about AI for photographers
Swipe file for photographers and videographers
For photographers and filmmakers who want to answer AI questions clearly, and be seen as the one who has thought about it.
Comment and message swipe file for LinkedIn creators
Swipe file for linkedIn creators and ghostwriters
For LinkedIn creators and ghostwriters who want to help writers turn comments and messages into real conversations.
Swipe file of wording for money conversations for money educators
Swipe file for finance and money educators
For money educators who want readers to take the first step they have been avoiding.
Hard client questions swipe file for SEO consultants
Swipe file for SEO and content consultants
For SEO consultants who want clients and in house teams to trust their answers when the questions get awkward.
Returning to work swipe file for career coaches
Swipe file for career and executive coaches
For career and executive coaches who want to reach people returning to work after a career break.
Words to stay on track swipe file for wellness coaches
Swipe file for health and wellness coaches
For health and wellness coaches who want clients to feel ready for the awkward moments that derail good intentions.
Saying no at work swipe file
Swipe file for leadership coaches
For leadership coaches who want managers who say yes to everything, and are close to burnout, on their list.
Cold call openers swipe file
Swipe file for sales coaches
For sales coaches who want salespeople to feel less awkward on a cold call and to get past the first twenty seconds.
Swipe file of flexible working wording
Swipe file for HR consultants
For HR consultants who want managers to handle flexible working requests fairly, on time and in writing.
IT jargon in plain English swipe file
Swipe file for IT consultants
For IT consultants who want owners and managers to understand and value the work they do.
Swipe file of wording to explain your finances
Swipe file for mortgage and insurance brokers
For mortgage and insurance brokers who want clients to give clear, complete answers the first time a lender asks.
Swipe file of messages to write before solar goes on
Swipe file for home improvement and solar installers
For installers who want customers to sort the permissions and the paperwork before the scaffold goes up.
Swipe file of renovation wording for architects and designers
Swipe file for architects and interior designers
For architects and interior designers who want clients to ask for the right things in writing and to feel confident doing it.
Swipe file of messages to send your solicitor
Swipe file for small law firms
For small law firms who want clients to give clear information and raise problems early, instead of staying silent.
Q&A swipe file
Swipe file for speakers and trainers
For speakers and trainers who want newer speakers to feel ready for the question time at the end of a talk.
Swipe file of ways to say no
Swipe file for life coaches
For life coaches who want clients to practise setting limits with simple, kind wording.
Swipe file of questions for buying to let for property investors
Swipe file for property investors and landlord educators
For property investor and landlord educators who want new investors to ask better questions and get clearer answers.
Swipe file of what to say in therapy
Swipe file for therapists and counsellors
For therapists and counsellors who want people to feel able to speak up in sessions.
Swipe file of messages to your child's school for tutors
Swipe file for tutors and education consultants
For tutors who want parents to talk to the school clearly and early, so that tuition and school work together.
Messages to suppliers swipe file
Swipe file for wedding planners
For wedding planners who want couples to keep suppliers on side when the plan shifts.
Hard pension questions swipe file
Swipe file for pension advisers
For pension advisers who want to explain hard things clearly without giving advice before they know the person's situation.
Plain wording swipe file for expat tax advisers
Swipe file for expat and international tax advisers
For expat tax advisers who want clear, calm wording for the hardest conversations.
Plain wording swipe file for company formation advisers
Swipe file for company formation and international business setup advisers
For company formation advisers who want clear, safe wording for the questions founders ask.
Tough buyer questions swipe file
Swipe file for business brokers and M&A advisers
For business brokers who want owners who are about to meet a buyer to answer calmly and honestly.
Franchise earnings answers swipe file for franchise consultants
Swipe file for franchise consultants and franchisors
For franchise consultants and franchisors who want honest wording for the question about what a franchisee can earn.
Swipe file for hard client conversations for immigration advisers
Swipe file for immigration and visa consultants
For immigration advisers who want to handle anxious conversations clearly and kindly.
Outage and incident message swipe file
Swipe file for software companies
For anyone who sells to software companies and wants founders, support leads and engineers on their list.
Tenant wording swipe file
Swipe file for letting agents and property managers
For letting agents who want tenants and landlords to read messages that are clear and kind.
Honest wording swipe file for buyer's agents
Swipe file for buyer's agents and property sourcers
For buyer's agents and property sourcers who want to give hard news to buyers without losing their trust.
Offer wording swipe file
Swipe file for real estate flippers
For property flippers who want newcomers and partners to deal with agents and vendors politely and clearly.
Quote wording swipe file
Swipe file for home builders and renovators
For builders and renovators who want to write clear quotes that avoid disputes.
Swipe file for garden delays and changes for landscapers and designers
Swipe file for landscapers and garden designers
For garden designers and landscapers who want clients to stay calm when plans change.
Honest wording swipe file
Swipe file for AI automation agencies
For automation agencies that want to sound clear and honest on calls and in proposals.
Compliant advert wording swipe file for clinics
Swipe file for cosmetic and aesthetic clinics
For clinics who want social posts and replies that reassure patients without breaching advertising rules.
Patient wording swipe file
Swipe file for physical therapists
For physiotherapists who want patients to speak up about what is really going on.
Honest wording swipe file
Swipe file for nutritionists and dietitians
For nutritionists and dietitians who want to promote their work without making claims that could break the rules.
What to say to relatives swipe file for parenting and family coaches
Swipe file for parenting, sleep and family coaches
For family coaches who want parents to keep the support of the adults around them.
Member notices swipe file
Swipe file for gym owners
For gym and studio owners who need to tell members about changes without losing them.
Prospect reply swipe file
Swipe file for cold email agencies
For agency owners who want their clients' replies handled politely and promptly.
Hidden problem wording swipe file
Swipe file for kitchen and bathroom remodellers
For kitchen and bathroom fitters who find hidden problems during a strip out and need to tell the client well.
Pick one, change the words, publish.
Free to start. No credit card.