CONSULTANT RESOURCES

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MAILING LIST 

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CONSULTING GUIDES 

The Independent Consultant's Blueprint©: Your Guide to Confidence and a Successful Business - Whether you're starting out or streamlining your business, this guide provides a simple yet effective 5 pillar framework, The Consultant’s Blueprint©, to help you focus on what truly matters. Long-term success isn’t about doing more. It’s about doing the right things in a way that fits you and your ideal clients. Use this guide to create a focused, effective plan to build a successful business with confidence.

Consultant Assessment: Discover Where You Are Today and What to Focus on Next - Building a successful consulting business begins with understanding where you are today. The Consultant Assessment gives independent consultants a practical way to rate themselves against the five pillars of the Consultant’s Blueprint©. Identify what’s working, what needs refinement or elimination, and what to focus on next. By focusing on what matters, you to gain clarity, make confident decisions, and take the right steps to not only grow a successful business but live life on your terms.  

Seven Strategies to Stand Out as an Independent Consultant: Become the "Go-To" Expert You Want to Be - Many consultants have the expertise but struggle to be recognized as the “Go-To” Expert their clients turn to first. This guide offers seven clear strategies with examples and action tips you can start using right away to build credibility, attract the right clients, and stand out in a crowded market. 

(Book) Project Management for Flat Organizations - This book is ideal for any consultant with limited or no formal project management experience. Purchase at Amazon.com


YOUTUBE VIDEOS  

Educational videos pertaining to the 5 Consultant Blueprint© pillars, consulting related interviews, and thought provoking topics. Scroll down for selected videos or visit the Consulting Insight YouTube Channel.  

BUSINESS CORE


Key to Your Consulting Success: Focus, Ideal Client, & Point of View

Clarity about your Focus, Ideal Client, and Point of View becomes the foundation of your consulting business, helping you make better decisions, attract the right clients, and build a practice that feels aligned and sustainable.


Focus

How to Become the Go-To Expert: 3 Keys to Defining Your Consulting Focus

Defining your consulting Focus helps you become known as the “go-to” expert by grounding your work in who you are, what you bring to the table, and where there is real client need and desire.


How Sarah Avoids the Hesitator Trap by Adjusting Her Niche, Ideal Client & Services
Sarah’s story reminds us that even a strong Focus must evolve over time, and that listening to changing client needs can help you stay relevant, valuable, and confident in the direction of your business.


Are You a Drifter? How to Avoid a Common Consultant Focus Mistake

Taylor’s experience shows how drifting away from your original Focus can slowly weaken your business, and how returning to clarity helps you rebuild momentum and strengthen your consulting direction.


Ideal Client

How to Find Your Perfect Ideal Client: 6 Places and an Exercise

A simple, structured approach helps you discover where your ideal clients spend their time so you can build meaningful connections in the right places instead of chasing every opportunity.


4 Essential Tips to Pinpoint Your Perfect Ideal Consulting Client

Clarifying your ideal client is an ongoing process, and these four reflective practices help you refine who you serve as you grow, ensuring your work stays aligned, fulfilling, and sustainable.


Point of View

5 Steps to Craft a Point of View That Makes You Unstoppable

A clear Point of View helps you understand what you stand for, communicate your approach with confidence, and differentiate your consulting work in a way that feels authentic and credible.

 

8 Ways Your Point of View Is More Than a Client Marketing Tool

Your Point of View becomes a grounding force in your business, guiding the services you offer, shaping meaningful conversations with clients, and helping the right people recognize that you are the consultant who can help them.

 

Four Outcomes of a GREAT Point of View

A strong Point of View creates clarity, strengthens trust, reinforces your expertise, and makes it easier for ideal clients to see how your approach helps them move forward.

 

Why Great Points of View Fail: Lessons for Consultants on Communication

The Edison and Tesla story shows that even a brilliant Point of View can fail when it isn’t clearly communicated or shared consistently, reminding consultants that being right is not enough — your ideas must also be understood.


CREATE TRUSTED RELATIONSHIPS

Give and Grow: The 7 Guidelines for Consultants to Get Clients: “I’ve been told to build trust I need to give, but much should I give?”  Learn seven practical guidelines that work whether providing content or giving referrals to build trust, strengthen relationships, and create consistent consulting clients.


5 Tips to go From Hit-or-Miss to Quality Referrals and New Clients: “People Influence People. Nothing influences people more than a recommendation from a trusted friend.” Mark Zuckerberger Discover five simple, proven ways to stop chasing random referrals and start creating consistent introductions that lead to new clients.


Grow Your Business Fast: 5 Simple Rules for Independent Consultants: Apply five clear rules to refocus, build momentum, and move past frustration so you can start creating clients again.


Attract Ideal Consulting Clients with This Simple, Proactive Outreach Strategy: Two successful consultants explain how their success is due to this proven three-step outreach strategy.


How to Build Trusted Relationships That Create Consulting Clients: Explore how trust is built through words, actions, and consistency, and apply practical ways to strengthen consulting relationships.


Connect for Success: Assess Your Client "Connect" Skills with 3 Simple Questions: Assess your ability to connect with potential clients by asking three key questions and rating your connection skills.


Is this Mistake Sabotaging Your Client Connections and Leaving You Frustrated?: Uncover the top mistake consultants make when connecting with people and learn how listening and reframing improve results.


Three Key Strategies to Create the Best Consulting Clients: Learn three essential strategies—networking, referrals, and outreach—that help you consistently connect with the right consulting clients.


Hit a Consulting Home Run: 5 Stages of Relationship Building: Understand the five stages of relationship building and apply them to move from initial connection to trusted client.


Use the Power-Interest Grid To Build Client Relationships: Apply the power-interest grid to identify client priorities, connect with the right people, and strengthen your consulting relationships.


Power Of Networking Strategically: How To Connect With Your Ideal Client: Follow seven steps to create a strategic networking plan that connects you with your ideal consulting clients.


Remaining In Touch Is Easy With The 80-20 Rule!: “One of my biggest problems when it comes to networking is following up after the event.” Apply the 80-20 rule with simple actions that make staying in touch with clients and partners easy.


8 Easy Steps to Reach out and Reconnect with a Colleague or Client!: Use this eight-step process to reconnect with clients or colleagues without awkwardness and strengthen relationships.


How to Write an Effective Personalized Message that Grabs a Person's Attention!: Write personalized messages that capture attention, open doors, and lead to meaningful client conversations.


Five Pre Meeting Questions to Ask Before Saying Yes to Coffee: Ask five simple questions before scheduling a coffee meeting to ensure your time and theirs is valuable.


CLIENT ENGAGEMENT 

These are older videos but the videos that are still relevant.


What Consulting Pricing Strategy Is Right for You?

Understanding the five core consulting pricing models helps you choose the approach that fits your services, your client, and the kind of working relationship you want to create.

 

How to Write a Consulting Proposal Letter

A clear, well-structured proposal gives both you and your client confidence by capturing the problem, the value of the work, the approach, and what you’ve agreed to move forward with together.

 

What Is a Fixed Price Proposal? When to Use It, Pros and Cons

Fixed-price proposals can be a powerful option when used in the right situations, and this guidance helps you understand when they make sense, how to think about risk, and how to estimate with confidence.

 

Value-Based Pricing: What It Is and How to Determine It

Value-based pricing shifts the conversation from hours and tasks to outcomes and impact, helping you create a fair, relationship-centered pricing approach that benefits both you and your client. 


CONSULTING RELATED INTERVIEWS

Corporate to Consulting: Build your Network as an Independent Consultant 

Charlotte Anderson, Founder of Transformation Keys, LLC reflects on her own corporate-to-consulting journey and shares four practical strategies to help you intentionally build a supportive network: expand beyond your corporate contacts, strengthen your circles of influence, lead with curiosity and authentic relationships, and use ideal-client clarity to guide meaningful connections. 


How Independent Consultants Win Clients by Building Trust Through Storytelling

Nora Barry, Founder of Bridge View Media and author of The Structure of Story, explains how thoughtful storytelling including how AI can support (but not replace) the creative process helps independent consultants demonstrate their expertise, build trust, stand out with clarity, and create stronger client relationships. 


Consulting or Corporate? How to Make a Confident Career Decision With First-Year Insights 

Erin Owen, an Executive Coach, shares what the first year of consulting really looks like, including the emotional and practical challenges of the transition, the difference between coaching and consulting, and how clarity rather than fear can help you decide whether consulting is the right next step. 

 

Do You Know What Non-Value Tasks You Should Delegate? 

Elizabeth Eiss, Founder of Results Resourcing, explains how delegating non-value tasks to a trusted virtual assistant frees your time, strengthens your business, and helps you focus on the work that creates real value.

 

Avoiding IP Blunders in Consulting: Advice from a Top Attorney 

Erin Austin, Founder of Think Beyond IP, leverages her legal expertise by showing how understanding and protecting your intellectual property helps you strengthen your positioning, create new opportunities, and turn your expertise into scalable, high-value assets as your consulting business grows.