Each module is self-contained but designed to work together. By the end of the course, you have a functioning client acquisition system — not just knowledge about one.
Turn outreach from an irregular scramble into a structured weekly practice.
Most consultants do outreach reactively — when they notice their pipeline is empty. This module teaches a proactive approach: a weekly outreach block with a defined process, a contact list with statuses, and a follow-up sequence that runs automatically based on dates rather than memory.
You'll learn how to categorize your existing network into warm, cool, and cold contacts, and how to approach each category differently. Warm contacts get reconnection messages. Cool contacts get value-first touches. Cold contacts require a different approach entirely — and the module covers when cold outreach is worth it and when it isn't.
Shift the conversation from cost to value by changing how proposals are structured.
The standard proposal format — scope, deliverables, timeline, price — puts price at the center of the conversation. This module teaches a different structure that places the client's situation and desired outcome at the front, with price appearing only after the value has been established.
You'll also learn how to handle the two most common proposal killers: the "can you do it cheaper" request and the "we need to think about it" delay. Both have specific responses that keep the conversation moving without requiring you to discount your rate.
Protect your schedule by learning which leads are worth a discovery call.
A discovery call with an unqualified prospect costs you an hour minimum — often two when you include preparation and follow-up. This module teaches a lightweight qualification process that happens via email before any call is scheduled, filtering out leads who aren't ready or aren't a fit without burning the relationship.
The qualification questions in this module are designed to feel like genuine curiosity rather than screening. They help you understand the prospect's situation while simultaneously giving you the information you need to decide whether a call makes sense.
Turn completed engagements into proof that helps new prospects say yes.
Case studies are the most underused tool in a consultant's acquisition toolkit. Most consultants either don't write them at all, or write them in a way that reads like a press release — full of vague claims and no specifics. This module teaches a structure that produces case studies that are honest, specific, and genuinely useful to prospects evaluating whether to work with you.
The module includes a self-interview process for reconstructing the details of past projects, even when you don't have detailed notes. It also covers how to handle situations where the outcome was mixed or where you can't share specific client details due to confidentiality.
Build a pipeline tracking system you'll actually use — no software subscription required.
The spreadsheet CRM module is often where participants see the most immediate value. Within a single session, you'll have a working pipeline tracker that shows every active lead, where they are in your process, and what needs to happen next. The structure is simple enough to maintain in 20 minutes per week.
This module also covers the psychological side of pipeline management — how to stay objective about leads that feel exciting but aren't progressing, and how to archive opportunities without feeling like you've failed. A clean pipeline is an accurate one.
Each module ends with a specific implementation task. You don't finish the course with notes — you finish with a working outreach workflow, a proposal template, a qualification process, at least one case study draft, and a populated spreadsheet CRM.
Reach out directly and we'll walk you through what each module covers and how it applies to your specific consulting context.
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