A structured course for independent consultants who want a repeatable client acquisition process — outreach workflows, proposals that close, lead qualification, case studies, and a spreadsheet CRM that actually works.
Each module builds on the last. By the end, you have a working acquisition system — not just notes.
Learn how to build a structured weekly outreach routine using warm channels, referral triggers, and follow-up sequences that feel natural rather than pushy. The goal is consistency, not volume.
Understand the structure of a proposal that communicates impact clearly. When a prospect sees the outcome they're buying, price resistance drops. You'll write proposals that move conversations forward without negotiating yourself down.
A short qualification process before any call saves hours every week. You'll learn what questions to ask, what signals to look for, and how to gracefully decline leads that aren't a fit — without burning bridges.
You don't need new projects to build compelling proof. This module walks through a framework for turning any completed engagement into a structured case study that demonstrates your process and results in plain language.
Most CRM tools are built for sales teams, not solo consultants. You'll set up a lightweight spreadsheet pipeline that tracks every lead, follow-up, and proposal status — no subscription required, no learning curve.
Acquisition only works when it happens consistently. The final module focuses on turning everything into a weekly rhythm — a process you can run in a few focused hours per week regardless of how busy client work gets.
Client acquisition for consultants is a learnable skill. Here's how the pieces connect.
Most freelancers have no pipeline — they have a list of people they mean to contact. A real pipeline has stages, statuses, and a next action for every contact. This course shows you how to build one from scratch using only a spreadsheet.
Qualifying leads before calls protects your most valuable resource. Learn the two-question email screen that filters serious prospects from tire-kickers.
Referrals don't happen by accident. The course covers how to structure your existing relationships so referrals become a natural and recurring part of your pipeline.
The feast-or-famine cycle happens when acquisition only happens between projects. This course is built around creating a steady, low-effort outreach rhythm that runs even when you're deep in client work.
A proposal that leads with deliverables loses. One that leads with the client's situation and the outcome they want — wins. Learn the exact structure that shifts the conversation from cost to value.
Four-part case study structure included. Situation, approach, outcome, and what you'd do differently. Honest and credible.
Straightforward answers to what consultants ask before enrolling.
Independent consultants who already have some client experience but feel like their pipeline is unpredictable. If you've landed clients through referrals or luck and want to make acquisition intentional and repeatable, this course addresses exactly that problem.
No paid tools required. The CRM module is built entirely in a spreadsheet — Google Sheets or Excel both work. Everything else in the course uses free tools or processes you likely already have access to.
The course works best when you have at least one or two completed projects to draw from for the case study module. If you're brand new, the outreach, proposal, and qualification modules are still directly applicable — but the case study section will have more impact once you have some work to reference.
No. This course covers client acquisition process and business development for independent consultants across fields — strategy, operations, marketing, HR, technology, and others. It does not include financial advisory services, investment guidance, or anything requiring regulatory licensing.
The core material can be worked through in a focused week. Most participants spread it across two to three weeks to allow time to implement each module before moving to the next. The spreadsheet CRM and outreach templates are set up as you go — so you finish with a working system, not just knowledge.
Indirectly, yes. The proposal module specifically addresses how to position your work around outcomes rather than hours, which changes how prospects perceive price. When you stop leading with deliverables and start leading with impact, discounting becomes less common — but rate strategy itself is not a dedicated module.
Explore the full curriculum, see what each module covers, and decide if this course fits where you are right now.