CONSULTING KIT

THE KIT

Everything you need to sell, scope, contract, deliver, and bill consulting engagements. Internal use — client-facing pages are marked.

SELL

• Monetization Blueprint — the money map: ladder, funnel, JIM rail
• Services Menu — the 4 offers (client-facing)
• Rate Card — pricing sheet (client-facing)
• Discovery Call Agenda — the 30-minute first call

SCOPE & CLOSE

• Client Intake — questionnaire (send to prospect)
• Proposal Template — fill in, send, sign
• Consulting Agreement — the contract

DELIVER & BILL

• Audit Report Template — the flagship deliverable
• Invoice Template — bill it
• Integration Blueprint — the $3,900 fulfillment playbook
• Perplexity Research Pack — deep research prompt (paste into Perplexity)

FULFILL

• Discovery Prompt — 3-batch client questionnaire
• Sales Script — close the $3,900 sprint
• Launch Support Ecosystem — 30-day monitoring delivery system
• Maintenance Agreement — $1,900/mo post-handoff
• Integration Blueprint — the $3,900 fulfillment playbook
• Perplexity Research Pack — deep research prompt (paste into Perplexity)