Advisor Operating System
Organizational System & Template Bundle for Marketing Consultants
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
- 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)
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)
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
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
III. Client Engagement Templates
1. 100+ Question Client Discovery Questionnaire
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
4. Marketing Strategy Template
5. Buyer Personas Template
6. Channel Summary Template
7. Standard Operating Procedures
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.