01DOCX
Consulting Proposal
A send-ready skeleton with the executive summary pre-written as fill-in sentences. Start here for any new pursuit.
DownloadThe Companion Toolkit
25 files, one purpose
The toolkit from Small Firm, Big Impact: 25 editable files to save your energy for the work only you can do. Every file is yours to adapt. The templates are scaffolding for the judgment the book builds. A proposal template will not win you the work; understanding the client's real problem will, and then the template saves you an hour of formatting.
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Start Here
The one-page guide to the whole toolkit: what each file does and the order to use them in.
Start Here
The one-page guide to the whole toolkit: what each file does and the order to use them in.
Every file is editable and yours to adapt. The templates are scaffolding for the judgment the book builds, not a substitute for it.
How the toolkit is organized
- 01 · Documents You Send01, 02, 14, 15, 16, 17Each opens with a cover sheet you delete; what remains carries your firm's name, not this book's.
- 02 · Worksheets You Fill Out03, 04, 06, 07, 08, 11, 12, 13, 25
- 03 · Spreadsheets You Maintain05, 09
- 04 · Workshops You Facilitate18, 19, 20, 21, 22, 23
- 05 · Reference10, 24
Templates do not build businesses. People do. Use the tools to save time on the routine stuff, then invest that time in the work only you can do.
01
Documents You Send
6 files02DOCX
Statement of Work
Makes the accepted proposal binding. The acceptance-criteria column is the clause people skip. Don't.
Download14DOCX
Business Plan
The choosing document: niche, buyer, price, numbers, plus the annual diligence self-score.
Download15DOCX
Consulting Agreement
The legal frame, with the IP split that protects the firm. Lawyer review required.
Download16DOCX
Mutual NDA
Confidentiality in both directions. Lawyer review required.
Download17DOCX
Discovery Engagement Overview
The client-facing description of a paid discovery: the contained first engagement that lowers the risk of the first yes.
Download
02
Worksheets You Fill Out
9 files03DOCX
Client Discovery Checklist
Everything to gather before you propose anything.
Download04DOCX
Project Health Check
Eight questions, weekly, green-yellow-red. The week-three save.
Download06DOCX
Client Feedback Survey
Six questions after every engagement, plus the one easy paragraph to forward.
Download07DOCX
PACE Planning Template
Primary, Alternate, Contingency, Emergency. Decided before the crisis.
Download08DOCX
Personal Operating System
The life template: daily to annually, plus your board of advisors.
Download11DOCX
Messaging House Worksheet
Roof, columns, proof. Do not move on from a row you cannot prove.
Download12DOCX
GTM Motions Map
The same promise in what you sell, how you sell it, and how the market hears about you.
Download13DOCX
Flywheel Canvas
Map the wheel, find the slowest joint, fix that one thing.
Download25DOCX
Your Next 90 Days
Three tracks: starting from scratch, already running a firm, or building alongside a day job.
Download
03
Spreadsheets You Maintain
2 files
04
Workshops You Facilitate
6 files18DOCX
SWOT Analysis
The grid, plus the part everyone skips: turning it into actions.
Download19DOCX
PESTEL Analysis Workshop
Half-day run-sheet for the external forces.
Download20DOCX
Five Forces Workshop
Full-day run-sheet for where the pressure on margins comes from.
Download21DOCX
Balanced Scorecard Workshop
Full-day run-sheet for measuring what matters.
Download22DOCX
Gap Analysis Workshop
Full-day run-sheet for the distance between here and the goal.
Download23DOCX
Risk Management Workshop
Two-day run-sheet, define through communicate. Pairs with no. 07.
Download
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