Consulting Success Toolkit: Paid Discovery Edition

Unlock the blueprint for high-impact client discovery and consulting projects!
Everything you need to land, run, and deliver paid discovery sessions—questionnaires, templates, guides, and more—all in one powerful toolkit.

What’s Included

Phase 1: Seamless Client Onboarding

• Discovery Session Sales Guide
  A ready-to-use guide to help you pitch and sell your paid discovery sessions, turning leads into loyal clients.
• Business Insight Intake Form
  Capture all the essential details about your client’s business, goals, and challenges for a successful project start.
• Kickoff Welcome Handbook
  Give your clients a warm, professional onboarding experience with a digital handbook outlining roles, expectations, and next steps.
• Audience Feedback Survey
  Quickly gather valuable insights from your client’s audience with a customizable survey template.
• Discovery Day Agenda
  Share a clear agenda with your clients before your session so everyone knows what to expect.
• Preparation Checklist
  Ensure your clients show up ready and organized with a simple, actionable checklist.

Phase 2: The Paid Discovery Experience

• Research & Insights Spreadsheet
  Organize and analyze survey responses and feedback with an easy-to-use spreadsheet template.
• Customer Persona Builder
  Create detailed, actionable customer personas to inform your recommendations.
• Session Guide & Talking Points
  A proven framework for running your discovery sessions—covering key topics, budgets, and ROI.
• Final Recommendations Report
  Deliver a polished, actionable report with your findings and next steps. Includes a real-world example.
• Website Evaluation Template
  Audit your client’s website and offer instant, high-value improvement suggestions.
• Collaboration Agreement Pack
  Set clear terms for partnerships or joint ventures with a ready-to-use agreement template.
• Implementation Roadmap
  Empower your clients with a checklist for implementing your recommendations on their own.

Phase 3: Professional Project Assets

• Winning Proposal Template
  Close more deals with a high-converting, easy-to-edit proposal.
• Meeting Agenda Blueprint
  Keep every client call focused and productive with a reusable agenda template.
• Consulting Service Agreement
  Protect your business and set clear terms with a lawyer-reviewed contract.
• Confidentiality Agreement (NDA)
  Safeguard sensitive information with a professional NDA template.
• Scope of Work Document
  Clearly define deliverables, timelines, and budgets for every project.
• Branded Invoice Template
  Get paid faster with a professional, customizable invoice.
• Project Feedback Survey
  Gather testimonials and feedback at project completion to help you grow your business.

Why Choose This Toolkit?

• Save Time: Stop reinventing the wheel—get proven, ready-to-use templates.
• Win More Clients: Impress prospects with a professional, streamlined process.
• Increase Revenue: Turn discovery sessions into paid engagements and long-term projects.
• Look Professional: All documents are beautifully designed and easy to customize.

What You Get

• 20+ templates, checklists, and guides
• Google Docs, Word, and PDF formats
• Lifetime updates
• Instant download after purchase

Who Is This For?

• Consultants & freelancers
• Small agencies
• Service providers ready to level up their client process