Build A Thriving Consulting Business 

This phase sets the stage for long-term success by helping you get clarity, confidence, and structure from the very beginning.

What You’ll Accomplish:

• Get clear on your “why” and design a business that aligns with your values and vision
• Define a profitable, aligned niche that nonprofits actually need
• Price and package your services so you’re paid well for your expertise
• Lay the legal and operational groundwork to start consulting with confidence

Lessons:

• Create Your Vision Board – Get Clear on What You’re Building
• Step Into Your New Role: From Employee to Consultant
• Understand the Nonprofit Sector and Where You Fit In
• Do the Research: Understand Your Market and Opportunities
• Pick Your Niche: Define What You Do and Who You Help
• Price Yourself Right: Build Offers That Make Sense (and Pay You Well)
• Get Set Up: The Logistics You Actually Need to Start Your Business
• Write a Simple Business Plan to Stay Focused

Now that your foundation is set, it’s time to create a credible, client-attracting presence that helps you stand out.

What You’ll Accomplish:

• Clarify your message so nonprofits instantly “get” what you do
• Build a clean, compelling brand without spending a fortune
• Launch a simple website that showcases your value
• Create a client-ready LinkedIn profile that gets leads while you sleep

 Lessons:

• Clarify Your Message: Say What You Do and Why It Matters
• Audit and Clean Up Your Online Presence
• Build a Simple Brand That Looks Professional
• Create a Basic Website to Promote Your Services
• Optimize Your LinkedIn to Attract the Right Clients

Forget awkward networking and cringey sales tactics. This phase teaches you how to get clients in a way that feels natural and human. 

What You’ll Accomplish:

• Leverage your existing network to land your first clients
• Set up referral pipelines and partnerships for steady leads
• Learn ethical, effective outreach strategies
• Master the sales conversation without sounding salesy
• Write proposals that close deals

 Lessons:

• Start With Who You Know: Use Your Network to Get Clients
• Get Referrals and Set Up Win-Win Partnerships
• Cold Outreach That Doesn’t Suck: A Human Way to Connect
• Run Sales Calls That Don’t Feel Salesy (But Actually Work)
• Write Proposals and Scopes of Work That Get a Yes

Client success = business success. This phase helps you exceed client expectations, build long-term relationships, and protect your time and energy.

What You’ll Accomplish:

• Spot red flags and set boundaries early
• Manage clients with ease and professionalism
• Deliver high-quality work that gets results (and referrals!)
• Track your time and focus on what really matters
• Set yourself up for renewals, testimonials, and long-term revenue

Lessons:

• Know When to Say No: Spot Red Flags and Set Boundaries Early
• Manage Clients with Clear Communication and Expectations
• Deliver Great Work and Set Yourself Up for Renewals and Referrals
• How to Track Your Time and Stay Focused

Repackage your services for maximum profit, build repeatable marketing + sales systems, and scale like a CEO — without burning out.

What You’ll Accomplish:

• Spot red flags and set boundaries early
• Manage clients with ease and professionalism
• Deliver high-quality work that gets results (and referrals!)
• Track your time and focus on what really matters
• Set yourself up for renewals, testimonials, and long-term revenue

Lessons:

• Pricing and Packaging for Profit + Peace
• Marketing Systems That Attract on Repeat
• Sales Systems That Convert on Repeat
• Run Your Business Like a CEO