Playbook Library
Build your independent career with a selection of our actionable playbooks
Communication
Finances
Legal
Operations
Sales & Marketing
Mindset
Mindset
Develop Healthy Work-life Balance
Groove
A personalized weekly schedule that makes time for your priorities in and out of paid work, while also helping you feel socially connected to others.
Experiment to Diversify Your Revenue Streams
Jenni Gritters
A complete action plan that you can use to build a new revenue stream in your independent business.
Maximize Productivity Through Process Management
Mike Vardy
Build processes and structures to complete the highest value work in the most efficient way possible.
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Communication
Hone Your Consulting Client Niche
Pollen Team
Interview potential clients and pinpoint how to differentiate yourself from the competition, identifying your niche.
Craft Your Value Proposition
Hillary Bush
Craft five value propositions that will help clients understand where their needs overlap with your offering and how you stand out against your competition.
Stand Out When Pitching Editors
Ashley Simpo
Close more writing pitches using Ashley’s template, project tracker, and social media strategies.
Nail Your Sales Discovery Calls
Pollen Team
Develop an agenda, checklist, and script to use for any and all discovery calls.
Make an Elevator Pitch
Matthew Fenton
Using best practices, building blocks, and templates generate 10+ elevator pitches for any scenario.
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Operations
Build a Consulting Business Plan
Wudan Yan
Build an annual business plan using our business plan template.
Automate Taxes, Paychecks, Savings and Investments
Treyton DeVore
Set up time-saving automations for your taxes, payroll, savings and investments.
Set Up a Benefits Package
Wudan Yan
Build a benefits plan that includes time off, sick days, insurance, continuing education, and more.
Get The Right Business Credit Card
Pollen Team
Choose the best credit card for your business and set up your finances to optimize the benefits you receive.
Hire a Virtual Assistant
Erin Booth
Hire a VA using Erin’s budgeting processes, sourcing strategies, and templates for interview guides, evaluation rubrics, and task management systems.
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Finance
Automate Taxes, Paychecks, Savings and Investments
Treyton DeVore
Set up time-saving automations for your taxes, payroll, savings and investments.
Set Your Hourly Rate
Pollen Team
Identify a billable hourly rate that reflects a variety of identifiable factors to help you reach your income goals.
Set Up a Benefits Package
Wudan Yan
Build a benefits plan that includes time off, sick days, insurance, continuing education, and more.
Set Up a Business Bank Account
Pollen Team
You will choose and open a bank account that aligns with your business needs.
Get The Right Business Credit Card
Pollen Team
Choose the best credit card for your business and set up your finances to optimize the benefits you receive.
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Sales & Marketing
Target LinkedIn Connections to Get Clients
Hillary Bush
Put together a list of potential clients to reach out to, and a qualified outreach template you can use to message them.
Hone Your Consulting Client Niche
Pollen Team
Interview potential clients and pinpoint how to differentiate yourself from the competition, identifying your niche.
Craft Your Value Proposition
Hillary Bush
Craft five value propositions that will help clients understand where their needs overlap with your offering and how you stand out against your competition.
Nail Your Sales Discovery Calls
Pollen Team
Develop an agenda, checklist, and script to use for any and all discovery calls.
Optimize Your LinkedIn Profile
Hillary Bush
An improved LinkedIn profile that'll get you more leads.
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Legal
Consulting Contracts, Part 1
Pollen Team
This playbook will allow you to read and understand a contract so you feel confident that you understand what you are signing, as well as a consulting contract template.
Consulting Contracts, Part 2
Pollen Team
Learn about intellectual property, ownership, kill fees, and access a contract template.
Set Up a Benefits Package
Wudan Yan
Build a benefits plan that includes time off, sick days, insurance, continuing education, and more.
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