Operate as a firm — not as a freelancer with a methodology.
A boardroom-grade operating system for independent consultants and boutique advisory firms.
Thirty editable instruments organized into three tiers — covering the MSA + SOW architecture, retainer and change-order control, financial intelligence tooling, the strategic frameworks toolkit, and the scaling playbook of a multi-consultant firm. Built to be procurement-ready from the first engagement.
Three documented losses for the undisciplined practice.
Independent consulting operates at the intersection of scope, pricing, and intellectual property. Each is a quiet revenue leak when undocumented. Together, they are the difference between a consultant and a firm.
Three tiers. One architecture.
Each tier ships the same legal spine, document quality, and operational philosophy. What changes is operational scope — match the tier to where the practice actually lives, not where it might be in two years.
Consultant Starter
The MSA + SOW architecture, client lifecycle documents, and proposal/invoicing instruments a solo consultant needs to operate from day one.
Consultant Professional
Everything in Starter, plus retainer architecture, change-order control, financial intelligence tooling, and the interactive pricing calculator.
Consultant Enterprise
Everything in Professional, plus team and subcontractor management, dashboards and scorecards, the strategic frameworks toolkit, and the 12–36 month scaling playbook.
Consultant Professional · itemized.
Consultant Professional
What this kit actually builds.
Three architectural layers that turn a methodology and a calendar into a firm a Fortune 500 procurement office can onboard without modification.
Tiers, side by side.
A complete enumeration of what each tier ships. Every row surfaces the operational scope difference.
| Instrument Category |
Starter
$167
|
Professional
$197 · Rec.
|
Enterprise
$397
|
|---|---|---|---|
| Total Files | 12 | 21 | 30 |
| Legal Instruments | 4 | 6 | 7 |
| Client Management | 4 | 5 | 7 |
| Operations & Workflow | — | 2 | 3 |
| Financial Tools | 3 | 7 | 9 |
| Analytics & Dashboards | — | — | 2 |
| Strategic Frameworks | — | — | 5 |
| Team Management | — | — | 5 |
| Interactive Calculators | — | 1 | 1 |
| Email Scripts | 6 | 6 | 6 |
| Capabilities Deck | — | — | ✓ |
| Scaling Playbook | — | — | ✓ |
| Replacement Value | $1,400–$2,000 | $2,950–$4,200 | $4,800–$7,200 |
Common questions.
Other firmROI infrastructure.
If you operate adjacent disciplines, the same operational rigor applies. Other paid bundles cover the operating layers of related practices.
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