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A Start-up Guide for Independent Management Consultants

1. Course Introduction

1a. What is Independent Management Consulting? (2:36)
1b. Statistics, growth drivers, and challenges (5:08)
1c. Course objectives, organization, and target audience (3:27)
1d. About the instructor (2:27)

2. Starting Up: Self Employment Checklist

2a. Three people you should hire ASAP (1:54)
2b. Establishing a business entity (3:51)
2c. Banking (2:13)
2d. Insurance (4:25)
2e. Bookkeeping (3:11)
2f. Taxes (2:08)
2g. Personal finance considerations (2:44)
2h. Equipment, Apps, Miscellaneous (2:31)

3. Starting Up: Consulting Checklist

3a. Defining your services (3:02)
3b. Engagement types (3:29)
3c. Consulting roles and project intensity (4:42)
3d. Pricing your services (5:18)
3e. Legal Contracts (2:04)
3f. Company identity (3:14)
3g. Marketing brochure (1:58)
3h. Other templates for start up (1:55)
3i. One page business plan (2:59)

4. Running the Business- Channels to Market

4a. Channels to market (1:56)
4b. Developing a constant income stream (4:27)
4c. Indirect channel deeper dive (1:56)

5. Running the Business- Generating Leads

5a. Generating Leads: Two Key Strategies (1:05)
5b. Intro to networking (3:17)
5c. Networking – a real example (5:48)
5d. Activating your network (3:26)
5e. Intro to digital platforms (4:40)

6. Running the Business- Selling and Negotiating

6a. Selling yourself- 10 value props that resonate (4:58)
6b. Client proposals- 2 scenarios (2:19)
6c. Negotiating- rate and term considerations (3:11)

7. Running the Business- Delivering and Admin

7a. Delivering your service- 7 must do’s (3:20)
7b. Invoicing and collecting (2:42)
7c. Tax forms and more (2:15)

8. Growing the Business- Maximizing Billable Hours

8a. Incremental growth (2:49)
8b. Incremental growth strategies- Personal billable hours (5:37)

9. Scaling the Business- Growing beyond billable hours

9a. Exponential Growth: Moving beyond billable hours (3:15)
9b. Strategies to scale: Thought Leader Model (5:19)
9c. Strategies to scale: Indirect Channel Partner Model (5:02)
9d. Strategies to scale: Collective Model (4:47)
9e. Strategies to scale: Commissions Model (4:59)
9f. Strategies to scale: Agency Model (5:14)
9g. Strategies to scale: Consulting Firm Model (4:55)

10. Wrap up

10.a Wrap up (4:31)

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7c. Tax forms and more

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