Upcoming Workshop: How to design highly profitable productized advisory services→

Marketing Advisor, Mentor, & Educator

Kevin C. Whelan

Advisor Operating System

Advisor Operating System

Organizational System & Template Bundle for Marketing Consultants

Buy Now for $149 $99

Note: This product comes free with a $99/mo. Mindtrust membership. You might wish to join the membership to unlock this product and see if you like the coaching/community for a month. Learn more here.

Looking to create an organized, systemized, and professional experience for your marketing advisory work?

Get the essential templates, systems, and workflows you need to:

  • Keep all your projects on track with a single organizational method
  • Turn your ideas into a system your clients can manage themselves
  • Demonstrate the value and results with unambiguous KPI tracking
  • Document your strategy and plan so everyone is on the same page
  • Keep examples and proof-of-concept ideas to save time on execution
  • Get access to a community of like-minded marketing consultants
  • And much more!

These documents are battle-tested over several years of doing advisory work. They are more like an operating system than a series of templates.

I. Methodology Templates

1. Marketing Methodology Playbook
 (Trello Template)

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.

2. Client Operating System
 (Trello Template)


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.

3. Market Research
 (Airtable Template)

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.

4. Swipe File (Airtable Template)



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.

II. Business Admin Templates

1. Onboarding Email
 Template

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.

2. Organization Process


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.

3. Consulting Services Proposal Template

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.

III. Client Engagement Templates

1. 100+ Question Client Discovery Questionnaire

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

2. Marketing KPI Dashboard Template

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.

3. Call Notes Template

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.

4. Marketing Strategy Template

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

5. Buyer Personas Template

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

6. Channel Summary Template

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.

7. Standard Operating Procedures

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.

III. Bonuses

When you buy now, you’ll also receive the following bonuses:

BONUS #1: Consulting Revenue Tracker

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.

BONUS #2: Mindshare Community Membership

Get lifetime community access to Mindshare, a forum for independent marketers seeking to package and sell their expertise, not just execution services.

BONUS #3: ConvertKit Newsletter Template

Download and use the exact plain text email template I use for ConvertKit (if you like the minimalist style of my daily emails).

Ready to formalize your consulting processes?

Click the button below to purchase these templates.

Buy Now for $149 $99

100% Money-Back Guarantee

Not happy with what you got? Simply email me at hello@kevin.me and tell me why these documents were not suited for you and I’ll give you a refund.

Frequently Asked Questions

What format will they be delivered in?

When you sign up, you’ll receive an email with a link to download a PDF containing links to all documents and an invite to the Mindshare Community. Training videos are inside the community and available 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.

Can I use these documents as a marketing freelancer or agency owner?

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.

Can I re-sell or give away these documents in my own business?

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.

What if I have more questions?

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