This is the flagship resource with over 120 discreet steps and marketing tactics you can deploy during the course of your client engagement. Check off items as you complete them, add new ideas as you discover them, and turn this into your proprietary methodology that gets stronger with every client engagement.I share a copy of this (customized) with every new client I work with and they’re unanimously blown away.

Turn everything you do into a system your clients can use. Break down recurring tasks into daily, weekly monthly, quarterly, and annual checklists. Use this to store standard operating procedures you or your clients create, ensuring your work gets systemized, not just performed once during your engagement.

Market research makes all of your marketing and product development a lot easier and more effective. Using this template, you can gather things like competitors, target market pain points, influencers, guest post/presenting opportunities, resources, tools, online communities, feedback, links, and a LOT more.

One of the best ways to save time creating new materials is by showing examples to your clients—both inside and outside of their industry. Capture, organize, comment on, and share things like social media creative, websites, advertisements, email newsletters, promotions, banners, and more.

Use this email template to get new clients onboarded in a quick and professional manner, allowing them to feel like you’ve got things under control from the moment they sign with you.

All of my templates are shared in Google Docs and Google Sheets format. I show you how to copy and organize all of these shared client documents in Google Drive to keep everything related to your work neat and tidy. You’ll also use this system to keep the rest of your engagements organized.

Use this template as the basis for your own advisory proposals. Includes the core sections you need to close large or big deals with minimal complexity involved.

Use this questionnaire to get your most common business and marketing questions answered before your kick-off call.

This is “the place where results can’t hide”. CEOs love it. You’ll love it. Use this spreadsheet to track your key performance indicators like revenue, cost per lead, cost per acquisition, weighted costs, marketing expenses, channel performance, and much more.

Keep your meeting agenda, call notes, and takeaways organized in one place so everyone is accountable and you can pick up where you left off with every client call you have.

Organize and document the essential details of your marketing with an easy-to-follow template.

Build a segmented view of your clients’ ideal buyer personas so everyone is working toward the same objectives using the same information.

Easily build a list of all the channels your clients are working in, with a high-level summary of what the goals are, and the metrics to measure their success.

Give your clients a starting point document with instructions on how to record and link to specific processes needed to operate their entire marketing program.

This is your place to track your key performance indicators. Track individual revenue from your consulting, memberships, group coaching, and project work. Includes projected deal value and cash flow, average deal size, total monthly recurring revenue, annualized recurring revenue, expense tracker, and more.

Download and use the exact plain text email template I use for ConvertKit (if you like the minimalist style of my daily emails) with instructions for how to auto-send your blog posts to your email list using your website’s RSS feed.

When you sign up, you’ll create an account in my LMS containing links to all documents and training videos for you to watch/download.All documents are delivered as Google Docs and Google Sheets templates. Trello and Airtable are used for other parts of the Methodology. You can download them as Word Docs or copy them to your own Google account using the instructions inside.

Of course! Whether you’re selling advisory services or strategic execution, your job is to get business results for your clients. These documents will help you deliver an excellent client experience and achieve the business objectives you set out to accomplish.

You can use these documents in your client engagements as they are intended. However, you may not publicly share nor resell them as your own.

If you need help with anything before or after the sale, please contact me at hi@kevin.me.