As an independent consultant, building relationships leads to one of the most important questions a prospective client can ask: 

“I think you can help me. Are you interested in talking?”  

Great!

You have a possible new client but an opportunity is not the same as a signed contract. 

  • A weak discovery meeting can leave you unclear about the real problem.
  • An unclear approach can make pricing harder than it needs to be.
  • A rushed proposal can create confusion, weaken trust, or delay the decision.

Without a repeatable process, every new opportunity can feel like starting from scratch, or worse, getting burned by "scope creep" because your proposal wasn’t airtight. 

What you do not want to do is reinvent your business every time a client wants to talk.  


Engage with Your Client: From Discovery Meeting to Proposal

  gives you a structured, practical, repeatable process for moving a prospective client from interest to discovery, fit evaluation, approach, pricing, proposal, and signed engagement.  


This self-study course helps you create a repeatable client engagement framework you can make your own, so you can save time, respond with more confidence, and turn around stronger proposals without starting from scratch and reinventing the process each time.




Who Is This For?


This course is for independent consultants who already get conversations with prospective clients but are unsure as to how to move them from an initial conversation to a clear, signed consulting engagement.

It is a good fit if you:

  • Want more structure for discovery meetings so you can lead them with confidence and gather the information you need to write a proposal.

  • Spend too much time figuring out what to ask, what to capture, and what to do next after that initial conversation.

  • Struggle to turn what you learn in discovery into a clear, actionable consulting approach.

  • Find pricing hard because the project scope, the client value, or their expectations are not clear enough.

  • Take too long writing proposals because you find yourself starting from scratch each time there is a new client opportunity.


Overall, this course is a fit if  you want a more professional, practical, repeatable process for moving a prospect smoothly from initial interest to a signed engagement.  




What You Walk Away With


You walk away with a practical client engagement process—a toolkit—that you can use again and again.

Instead of treating every prospective client conversation as a one-off event, using the course framework you create your own proposal process in five critical Engage with Your Client phases. 

DISCOVERY: Learn how to prepare for, conduct, and evaluate the discovery meeting so that you ask better questions and gather the information you need to determine client fit and your fit for the opportunity.

APPROACH: Leverage your Point of View and Methodology to turn messy discovery information into a practical, structured consulting approach.

PRICE: Think through your planning, pricing models, and financial boundaries using five basic pricing strategies. 

CONSENSUS: Confirm alignment of your approach with the prospective client before writing a proposal.

PROPOSAL TO CONTRACT:  Create a simple, flexible proposal or statement of work template that you can quickly turn into a formal agreement and signed contract.

The value of this course is the time and confidence you gain when you have a clear process and are no longer starting from scratch. 

A clear process helps you move faster, look more professional, reduce proposal confusion, and protect the momentum that starts when a prospective client says,

 “Let’s talk.”

Why a Clear Engagement Process Matters

As an independent consultant, every serious client conversation matters. — When you do not have a clear engagement process, you can lose time, lose momentum, underprice the work, overlook red flags, or create a proposal that does not fully support the opportunity. — This course helps you build a process that fits who you are and how you work—a process you can reuse, so you are not rebuilding your discovery questions, approach, pricing logic, and proposal structure every time a new opportunity appears. — That saves time. — It also helps you respond faster, communicate more clearly, and increase the likelihood that the right opportunities move toward signed work.

Engage With Your Client

    1. Consulting Mastery: Engage with Your Client Overview

    2. Independent Consultant's Blueprint and Diagram

    3. How to Navigate the Engage with Your Client Course

    4. Engage Workbooks, Supporting Documents, and Templates

    5. Independent Consultant's Blueprint and Diagram

    1. Preparing for the Meeting Overview

    2. When You Get the Call

    3. Set-up the Discovery Meeting

    4. Confirm Your Understanding (Optional)

    1. Conducting the Meeting Overview

    2. Exploring the Client

    3. Client Exploring You!

    4. Ask the Right Questions

    5. The Meeting Close

    6. Confirm Your Understanding (Optional)

    1. The Meeting is Over. Now What?

    2. Document, Analyze, and Evaluate!

    3. Red Flags

    4. Decision Point

    5. Quiz - Confirm Your Understanding (Optional)

    1. Approach Overview

    2. Craft Your Approach

    1. Before You Begin Pricing

    2. How Much Do You Need?

    3. Project! You Got to Be Kidding.

    4. How Do You Create a Plan?

From Discovery Meeting > Approach > Price > Consensus > Proposal to New Client

  • $150.00



What Is Included


For $150, you receive a self-study course and practical client engagement toolkit materials that includes videos, workbooks, templates, examples, frequently asked questions, and supporting documents.

The materials include discovery meeting tools, risk and red flag templates, approach and pricing workbooks, proposal and statement of work templates, real-world proposal and statement of work examples, and a recap checklist to help you create your own repeatable process.

These materials are designed to help you turn client interest into a clearer consulting opportunity, a stronger proposal, and a better path to a signed engagement.



The Independent Consultant's Blueprint


Engage with Your Client supports the Pillar 4: Obtain Engagement Commitment in The Independent Consultant's Blueprint.  

This course assumes you have some clarity about your consulting Focus, Ideal Client, Point of View, Methodology, and Service Offering. You use aspects of those concepts as you determine your approach and craft a proposal for a prospective client.  

If those pieces are not yet clear, Consulting Mastery: Business Core may be a better starting point for you.  


Are you ready to stop recreating the wheel every time a prospect asks, 

"Can You Help Me?"

Get the practical client engagement framework, real-life examples, templates, workbooks, and checklist to help you move from discovery meeting to signed contract with more structure and confidence.

FAQ

  • What actual tools, templates, and supporting documents are included in this self-study course?

    The course is built around practical application, so you aren't just learning concepts—you are getting the exact tools to build your own process. Alongside the curriculum, you will be able to download key resources, including: • Discovery & Risk Tools: Agenda and Preparation templates, along with Red Flags and Decision Point frameworks to evaluate client fit. • Approach & Pricing Workbooks: Structured guides to help you turn discovery notes into a roadmap and evaluate your pricing models. • Proposals & SOWs: An 11-section Master Proposal template and real-world Statement of Work samples (covering Retainer, Value-Based, and Time & Expense models). • Your Process Checklist: A final recap checklist specifically designed to help you organize these assets into your own permanent, repeatable client engagement process.

  • Is there any one-on-one time or workshop access included?

    No. To make these proprietary assets immediately accessible at a $150 price point, this is a 100% self-study, asynchronous course. There are no live components or direct input from me. If your business requires customized strategy or 1-on-1 consulting, that would require a separate private engagement. Contact me at [email protected]

  • Do I need to complete the Business Core program or other parts of the Blueprint first?

    No, you do not have to complete them beforehand, and you can take advantage of this limited-time offer at any stage. However, this course connects to Pillar 4: Engagement Commitment and assumes you already have some basic clarity regarding your consulting Focus, Ideal Client, Point of View, Methodology, and Service Offering. If those foundational pieces are not yet clear, Consulting Mastery: Business Core may be the better starting point for you.

  • Will this course help me write a proposal?

    Yes. The course includes proposal and statement of work templates, examples, and guidance to help you create a starting point you can adapt for your consulting business.

  • Does this course provide legal advice?

    No. This course discusses the business aspects of proposals and contracts. I am not an attorney and do not provide legal advice. Any legal concerns should be discussed with an attorney.

  • How long will I have access to the course?

    You will have lifetime access to the course materials you purchase. This self-study course is being offered for a limited time and may not remain available for new enrollment. The material is provided as-is and is not expected to be updated.