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Playbooks

Chapters

Create a plan to start saving
Consider multiple bank accounts to help manage your finances
Consider if you need financial padding
Build your consulting calendar
Account for US taxes–they’re your responsibility now
Calculate how much you need to live on
Get a holistic view of your spending by adding personal and business expenses
Understand the importance of a financial plan
Full example proposal
Assemble the pieces and hit send
Include additional sections to cinch the deal
Use case studies to highlight previous success
Build out clear deliverables, timeline, and pricing
Develop your approach and strategy
Write your bio
Articulate the client’s goals
Repeat the process and grow exponentially
Submit to the Medium publication that fits your article to target your dream client
Select five tags to expand your article’s reach
Write your CTA so your dream clients can contact you
Write your article for your dream client to find and hire you
Target relevant keywords to write content your target clients will actually see
Identify your client’s target audience and get in front of them
Find three specific clients
Craft your Medium profile
The secret power of Medium
Dealing with rejection and next steps
Review your pitch process regularly
Following up will help you book the client
Merge this new pitch process with your current workflow
Practice your pitch for maximum impact
Anticipate the questions you’ll be asked
Develop a longer pitch script
Build your elevator pitch
Establish credibility with your expertise and existing work
Seek out prospective client’s pain points
Select your optimal social media channel
Determine the content formats that work for you
Measure your current traction
Establish your audience and pinpoint their preferred channel
Identify the goal of your social media efforts
Kick off the evaluation process
Complete your brand one-pager
Build your brand’s voice and tone
Choose a personality archetype
Develop your brand vision
Identify your brand purpose and mission
Set your brand objective
Plan out your next steps
Determine your Ideal Customer Profile
Your own Venn Diagram
Differentiate yourself against the competition
Distill the interviews to identify unique insights
Interview potential clients
Create an interview guide
Identify the questions you need answered
Pinpoint your customer archetype
Use analytics to make actionable change
How to keep track of your pitches
Using Instagram as a tool
Using Twitter as a tool
Grow your audience and impact with social media
Send pitches that land assignments
Celebrate your wins
Build a routine around connecting with clients
Differentiate legit consulting jobs from scams
Use Slack to source clients and build community
Use Twitter to connect with your peers and find work
Professionalize your LinkedIn to show off what you have to offer
Craft consistent and impactful messaging
Take stock of your social media profiles
Research your niche to identify your ideal client
Set timelines and milestones
Share updates with clients
Align your rates with your offerings
Clarify how much money you need to bring in
Design your offerings
Get clarity around your target market
Tie your goals to your values
Identify your values
Don’t overthink it and always be tweaking it
Select your elevator pitch(es)
Avoiding common elevator pitch pitfalls
Write full elevator pitches with the eleven templates
Start building your elevator pitch with the seven elements
Identify where you can use your elevator pitch
What exactly is an elevator pitch, and what can it do for you?
Start using your new contract template
Learn more contract lingo
Protect yourself if a project doesn’t work out
Nail down confidentiality, non-disclosure, and non-competes
Understand ownership and its subcategories
Optimize your card’s capabilities
Apply for the card so you can start getting those perks
Select the business credit card that aligns with your needs
Prepare to manage your cash flow and credit
Identify what features are important to you in a business credit card
Determine if you’re ready for what a business credit card offers
Handle a client who hasn’t paid
Email templates for sending your invoice to clients
See if an invoicing software is necessary for your business
Make your invoice look professional
Use our invoice template to build your own
Leverage an invoice to get paid faster
Add any education, skills, license, or certification
Update your experiences
Turn on creator mode to populate your Featured section
Update your About section
Update your profile image
Add a link under your header
Update your headline
Replace your header image
Get feedback and plan for the future
How my Twitter profile evolved
Build your credibility and add calls to action
Create your mini personal brand guideline and Twitter bio
Showcase your [S]trengths to amplify your influence
Find your [R]eluctances: who you don’t want to be
Identify what makes you an [E]xception
Bring your [I]nterests online to be a real person
Uncover [P]rinciples you live by in real life
Use PIERS to inject personality into your profile
Make your offering spiky
Describe what you represent through the outcomes you deliver
Understand what your Twitter profile is supposed to do
Automate your investing
Pay yourself and automatically save
Create tax automations
Pick an invoicing software
Choose a bank and map your money
Craft your messages and hit send
Generate an outreach list using your LinkedIn connections
Develop an outreach strategy
Find accountability and embrace a healthy mindset
Build your action plan
Design an experiment
Make the right decision for you
Analyze which option makes the most sense for your business
Decide if it’s time to diversify
How to promote your Substack
Track your Substack metrics
Build a community on Substack
Turn on payments on Substack
Write your first Substack post
Determine a publication schedule for your Substack newsletter
Build your welcome email
Personalize your Substack to your audience
Set up your Substack
Determine your goals for your newsletter
Put all your benefits together into your policy
Set up your system to save for retirement
Invest in yourself with continuing education
Get healthcare and insurance coverage
Bake in sick days and that sweet, sweet PTO
Build in strategies to prevent burnout
Decide what do you want your typical week to look like
Write out what is important to you
Refine your value propositions
Write out 5 value propositions
Analyze the competition
Break down your client’s needs to think from their perspective
Scrutinize your own business to understand it better
Onboard your VA for maximum impact
Create a shared task system
Set up systems for a great onboarding
Make the offer
Make an interview guide
Go out and search for your VA
Write an effective job listing
Build an evaluation rubric to determine fit
Map those tasks to skill sets
Measure and justify the impact of a VA
Identify the “scope” of your VA
Optimize for success
Finalize your script and practice
Get next steps on the books
Prepare strategies to deal with potential pushback
Confidently share budget and timeline
Show how you can solve their pain points
Discover their obstacles
Learn about the company
Craft your opening
Prep and outline your agenda
Kick off your discovery call research
How can I leverage my bank account to get the most out of it?
How do I share this change with my clients?
How do I actually set this up?
Are you ready to pick a bank?
What features are most important to me?
What do I need to open up my account?
What are my business bank account goals?
Do I need a business bank account?
Publish your website and next steps
Add your banking information so you can get paid
Adding services to your website
Set up your services so clients know exactly what you’ve to offer
Begin setting up your website with B12
Review your current website and check out some inspiration from other consultants
Build a website that actually serves your business needs
Create goals that are Specific, Measurable, Achievable, Relevant, and Time Bound (aka SMART)
Reframe your mindset around what a website can do for your business
Finalize your contract
Add an expenses clause
Craft a late payment clause
Define the payment terms
Clarify milestones and timeline
Understanding scope and deliverables
Defining project and project period
Understanding parties and services
Define the building blocks of a valid contract
The difference between an SOW and a consultant contract
The importance of understanding contracts
Use your hourly rate
Adjust to make client-ready prices
Bring it all together
Calculate your billable hours
Build in work-life balance
Adjust for US taxes
Build your income goals
Get clear on your expenses
Understand the Pollen approach to pricing
Managing expectations: The key to success
Maintaining a consistent cadence
Maximizing attention for maximum productivity
Maximizing your effort for improved productivity
Maximizing productivity through effective processes
Pitching Dos and Don'ts
Send those pitches and don’t be afraid of rejection
Different ways to find prospects
Make the ask and wrap up
Showcase your bylines to boost credibility
Summarize your idea
Introduce yourself and share who you are
Include a short greeting to set the right tone
Build yourself an idea-generating machine
Understand the five main components of a golden pitch
Make time for regular reflection
Ritualize goal setting
Find your “coworkers”
Design your ideal work schedule
Identify priority activities outside work