Many people come to us for advice on starting up a new business as a consultant or contractor. In this members-only “course”, we are documenting the lessons we’ve learned while running our own consulting practice. We’re also using this space to share examples of proposals, contracts, work products, and practices that we’ve used in our business.
Managing Your Own Business
You have your own business to manage.
Lessons
Managing Your Own Business The Basic Formula for Success Understand Your Own Business Regularly Review your Financial State Keep Long-Term Data for Your Business Use Your Business as an Experimental Laboratory Create a Document Control Process Yearly Financial Closeout ChecklistMarketing and Lead Generation
Lessons and insights on networking and lead generation.
Lessons
Marketing and Lead Generation – Introduction Ideal Customer Brainstorming Process Focus on Quality over Quantity When Networking Be the Anchor in Your Network Maintain a Pipeline of Prospects and Projects A Large Body of Work Attracts People to YouThe Discovery Process
You have a lead on a project. How do you find out what you need to know in order to vet the client and get the information you need to craft a proposal?
Lessons
The Discovery Process The Importance of Timely Communication and Showing Up Always buy yourself time when making a decision Avoid Working on a Client's Side ProjectProposals
Lessons, insights, and examples that are related to creating and delivering proposals.
Lessons
Proposals Professionalism in Quoting You Can't Change Cheap Sample Proposal for Manufacturing Firmware Support Sample Proposal for Architecture WorkContracts
Lessons, insights, and examples on the topic of consulting contracts.
Lessons
Contracts – Yours or Theirs? Licensing Software to ClientsRunning Consulting Projects
Lessons that apply after your project has been accepted.
Lessons
Require Written Change Orders for All Deviations Limit Feedback to Three Items Your Role is to Help Clients Solve Their Own Problems The "Tech Giants" are Poor Role Models Don't Argue Legal Details With EngineersConsulting Stories
Insightful and illustrative stories from our consulting work.
