Role-based systems
Consultant Professional Guide
A practical system for consultants: client work, deliverables, and billable-time discipline.
- Pages
- 49
- Moves
- 144
- Modules
- 12
- Workflows
- 10
The problem it solves
Delivery goes fine and the business side leaks — unbilled hours, scope drift, and proposals rebuilt from scratch every time.
What's inside
144 moves across 12 modules covering scoping, deliverable production, time capture, client communication, and pipeline, plus 10 integrated workflows, a 30-day plan, and a worksheet.
- 144 Power Moves
- 12 modules
- 10 integrated workflows
- 30-day implementation plan
- Reusable worksheet
- 49 pages · PDF + HTML
Who it's for
Independent consultants and small consulting teams who bill for time or scoped engagements.
Why this guide
The situations people buy it for, and what changes once the moves are in place.
Your day is set by whoever emails last
Intake, triage and commitment moves put the priority order back in your hands without dropping the work other people depend on.
Work that lives only in your head
Documented routines, checklists and hand-off packets make your role reproducible — for cover, delegation, or your own quieter weeks.
Reporting upward eats a day a week
Status, decision and escalation formats give you a repeatable way to show progress without assembling it from scratch each time.
Want to see the format first? Read a full sample move — free, no email needed.
Modules
12 modules, 144 moves total.
- 01
Engagement Scoping
Write scope that survives the project.
- 02
Proposal System
Reusable structure, custom substance.
- 03
Client Onboarding
First week sets every expectation.
- 04
Deliverable Production
Templates that keep quality constant.
- 05
Time Capture
Log billable work as it happens.
- 06
Status Communication
Updates that prevent surprise.
- 07
Scope Management
Name change requests before they cost you.
- 08
Research & Analysis
Fast, defensible findings.
- 09
Meeting Discipline
Client calls with decisions, not recaps.
- 10
Invoicing & Collections
Get paid without awkward follow-up.
- 11
Knowledge Reuse
Every project makes the next one faster.
- 12
Pipeline Rhythm
Selling while delivering.
Sample pages
Representative spreads. Every move follows the same three-part structure.
Route decisions out of your inbox
WHY
Every decision left in the inbox is re-read three times before it's made.
DO IT
Create a decisions queue. Move the thread, capture the call, close the loop.
WATCH
The queue becomes a graveyard if it isn't reviewed on a fixed day.
Workflow 03
Weekly review, end to end
Implementation
30-day plan
Week 1
Week 2
Week 3
Week 4
Worksheet
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Before you buy
Each guide is licensed to one purchaser for personal professional use — keep it on your own devices and print it for your own reference. Redistribution, resale, or team-wide sharing needs a separate team license.