Resources for Independent Consultants
Practical tools, templates, and guides to help you get clients, deliver great work, and run a tight operation.
AI Consultant LinkedIn Positioning Framework
A step-by-step framework to reposition your LinkedIn profile so AI and change management buyers find you first. Includes headline formulas, about section templates, and a featured section checklist.
Discovery Call Script for AI Consultants
A full discovery call flow designed for independent AI and change management consultants. Covers problem framing, scope qualification, stakeholder mapping, and the soft close.
Consulting Pricing Calculator (AI Projects)
A spreadsheet-based calculator to price AI consulting projects by scope, complexity, and delivery timeline. Includes day rate, project rate, and retainer models.
AI Niche Positioning Workbook
Struggling to niche down? This workbook walks you through identifying your highest-value AI consulting niche based on your background, market demand, and competitive gaps in Atlanta.
Client Onboarding Sequence Template
A complete onboarding email sequence and intake form template for new consulting clients. Covers welcome email, kickoff prep, expectations doc, and first-week checklist.
Change Management Readiness Assessment
A client-facing assessment tool that evaluates organizational readiness for AI adoption. Use it in discovery calls or as a paid diagnostic deliverable.
Statement of Work (SOW) Template
A clean, consultant-friendly SOW template for AI and tech projects. Includes scope, deliverables, timeline, payment terms, and revision policy sections.
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