What's actually inside the eight workshops.

Not every part of a corporate job travels well once you leave the systems, budgets, and authority that support it. This session works through separating the parts of a role that are genuinely transferable knowledge from the parts that only function inside a large organization. The Skill Audit Worksheet asks a short set of questions about each task in your current role and scores how portable each one is. Most people leave the exercise with two or three candidate skills instead of one vague idea labeled "consulting."

Skill Audit Worksheet · PDF, fillable

A skill only becomes an offer once it can be described in language a stranger understands without follow-up questions. This lesson breaks down the difference between describing what you know and describing what a client actually receives at the end of an engagement. The Offer Statement Builder walks through four short prompts and produces a one or two sentence description that can be tested on a former colleague before it ever reaches a prospective client.

Offer Statement Builder · PDF worksheet

Billing by the hour tends to reward the wrong thing: time spent instead of outcome delivered. This session covers how to think about a fee attached to a defined result and a defined scope rather than a rate multiplied by hours. The Project Fee Calculator is a simple spreadsheet, not a financial planning tool, and it's built around estimating effort and value for a single engagement, not around tax treatment or business structure.

Project Fee Calculator · Spreadsheet

Cold outreach rarely produces a first client. This lesson focuses instead on the people already in your network, former managers, colleagues who changed companies, vendors you've worked alongside, and how to have a low-pressure conversation with them about what you're building. The Warm Outreach Tracker organizes names, relationship notes, and a simple message draft so the first few conversations don't rely on memory alone.

Warm Outreach Tracker · Spreadsheet

A discovery call that just asks "tell me about your challenges" tends to produce vague answers. This session works through a short sequence of questions designed to surface a specific, describable problem rather than a general area of concern. The Discovery Call Script is written as a flexible outline, not a rigid transcript, so it reads like a natural conversation instead of an interrogation.

Discovery Call Script · PDF outline

Long proposals invite long delays. This lesson covers a one-page structure that states the problem, the approach, the fee, and the timeline in an order a client can read once and approve. It also covers the handful of small details, currency of the fee, start date, expiration of the offer, that tend to trigger a round of clarifying emails when they're left out.

One-Page Proposal Template · Editable document

Scope creep rarely announces itself directly; it usually arrives as a small, reasonable-sounding request. This session covers how to define what's included and excluded from an engagement before it starts, and how to respond when a client asks for something outside that boundary without the conversation turning tense. The Scope Boundary Sheet gives specific phrasing to use in that moment.

Scope Boundary Sheet · PDF worksheet

The final session covers what happens after a proposal is signed: setting a short onboarding sequence, agreeing on checkpoints so neither side is surprised partway through, and formally closing the engagement so it doesn't quietly linger. The Engagement Checklist lays out each of these steps in order, along with a short note on gathering feedback once the work is complete.

Engagement Checklist · PDF