Event Replays and Handouts
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Camellia Phillips – SEO, Evergreen Words
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Face the Fear. Writing Your Consulting Bio
Presented by Camellia Phillips
Writing about yourself is hard! In this workshop, you’ll learn how to write a compelling bio about yourself. We’ll cover how to prepare, what to include in your draft, what to leave out, and how to reflect your professional personality.
Camellia Phillips – SEO, Evergreen Words
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Consulting Business Website Basics
Presented by Camellia Phillips
Creating a website for a new consulting business can feel overwhelming, but it doesn’t have to be. In this session, we’ll walk through the essential content categories to include on your site, the functionality that matters most, and strategies to build a user-friendly website on any budget, including when and whether to use AI.
Mandy Pearce – Owner, Funding for Good
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Pricing and Establishing Rates: Things to Consider
Presented by Mandy Pearce
Are you unsure of where to start with pricing your services or billing clients for your work? Are you overwhelmed by the considerations for managing your time with apps and spreadsheets for clients?
In this session, we’ll discuss critical elements of creating your base rate as a consultant, learn the key components of establishing service fees, and explore practices to maximize your time and revenue.
Mandy Pearce – Owner, Funding for Good
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Creating and Streamlining Scopes of Work
Presented by Mandy Pearce
A well-crafted Scope of Work can lead to the discovery of a great client prospect or just as easily identify and point out an individual or group that may NOT be an ideal fit. Once a SOW can be agreed upon, it’s the tool that supports a thorough contract and serves as the roadmap for a successful engagement.
We’ll dive into what a SOW is, why you need it, how it serves as a GREAT tool for you and your clients, considerations as you craft scopes, components of truly excellent SOWs, and how we use scopes to build effective communication and realistic expectations with clients and client prospects.
Previously Recorded
Summit 101 Version
We did not begin recording at the beginning of this section, so we have included a previously recorded version above.)Mandy Pearce – Owner, Funding for Good
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Contract Considerations to CYA’ (Ass-ets)
Presented by Mandy Pearce
Have you ever found yourself in the middle of a client engagement thinking, “I’ll never do THIS again!” or “I would have charged a lot more if I had known clients were going to do this!” A well-crafted contract helps consultants and clients understand and manage expectations. We’ll cover contract basics-what they are and what they should include (at bare minimum), time-saving contract considerations, money-saving contract considerations, and low-hassle, ethical contract exit options.
Marie Palacios – Lead Consultant, Funding for Good
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Streamlining Meeting Management to Increase Professionalism and Profit
Presented by Marie Palacios
Are you looking for straightforward ways to increase the efficiency and productivity of client meetings? Would you like to spend less time managing meeting logistics and more time on billable tasks?
This session will break down essential meeting components from scheduling and preparation to delivery and follow-up. Join Marie will share strategies FFG uses daily to manage meetings in ways that maximize our team’s capacity. Participants will walk away with sample email templates, action-planning templates, and other resources to streamline and grow your consulting business.
Marie Palacios – Lead Consultant, Funding for Good
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Streamlining Services: Creating Processes and Products that Sell
Presented by Marie Palacios
As a business owner, you don’t get paid for all the time and resources you spend on developing new services or products unless they sell. This session is designed to help consultants design profit-driven products with efficiency in mind.
