Build and Grow Your Small Business Consulting Firm: The Course

All In One For Profit · 76 lessons · certificate on completion

Twelve modules from the book, one every three days: choose a lane, set up the firm, price it, land the first three clients, write the one-page proposal, deliver, grow, and run the first ninety days. Each module has short readings and a quiz, with an optional assignment you keep for your firm.

What you will take

  1. Your ebook: Build and Grow Your Small Business Consulting Firm optional, open right away
  2. The four reasons owners pay for help open right away
  3. What the owner is really buying, and who else is listening open right away
  4. Finding the real problem in twenty minutes open right away
  5. Where the demand is this year open right away
  6. Module 1 quiz and assignment open right away
  7. What a lane is, and what it does for you opens 3 days after you enroll
  8. The service catalog: six parts of every back office opens 3 days after you enroll
  9. Marisol's ten, cut to three opens 3 days after you enroll
  10. The lane sentence, and starting as a specialist opens 3 days after you enroll
  11. Module 2 quiz and assignment opens 3 days after you enroll
  12. Six things before the first invoice opens 6 days after you enroll
  13. The entity and its filings opens 6 days after you enroll
  14. The EIN, the W-9 and the bank account opens 6 days after you enroll
  15. Insurance in plain words opens 6 days after you enroll
  16. The engagement letter and the invoice opens 6 days after you enroll
  17. Module 3 quiz and assignment opens 6 days after you enroll
  18. An unlicensed field with a short list opens 9 days after you enroll
  19. The tax gates: preparing and representing opens 9 days after you enroll
  20. The professional gates: attest work and the law opens 9 days after you enroll
  21. Arranging loans, and the fee that rises with the loan opens 9 days after you enroll
  22. Investors, insurance and selling a business opens 9 days after you enroll
  23. Background checks, client money and your gate check opens 9 days after you enroll
  24. Module 4 quiz and assignment opens 9 days after you enroll
  25. Four shapes of price, and the one never on the card opens 12 days after you enroll
  26. Work out your hourly rate from real numbers opens 12 days after you enroll
  27. Price a project in four steps opens 12 days after you enroll
  28. Sell packages, and keep the software on its own line opens 12 days after you enroll
  29. Say the number, then stop talking opens 12 days after you enroll
  30. Module 5 quiz and assignment opens 12 days after you enroll
  31. Start with the people who already trust you opens 15 days after you enroll
  32. Write your list of thirty names opens 15 days after you enroll
  33. Say one sentence, the same way to everyone opens 15 days after you enroll
  34. Open the door with the owner's own numbers opens 15 days after you enroll
  35. Follow up three times, and find out who decides opens 15 days after you enroll
  36. Module 6 quiz and assignment opens 15 days after you enroll
  37. A proposal ends a worry by a date opens 18 days after you enroll
  38. Ask the ten discovery questions opens 18 days after you enroll
  39. Scope the work in three lists opens 18 days after you enroll
  40. Write the one-page proposal opens 18 days after you enroll
  41. Get it signed, or walk away opens 18 days after you enroll
  42. Module 7 quiz and assignment opens 18 days after you enroll
  43. Five kinds of engagement, four parts each opens 21 days after you enroll
  44. The books and invoicing playbook opens 21 days after you enroll
  45. The people playbook opens 21 days after you enroll
  46. The sales pipeline and operations playbooks opens 21 days after you enroll
  47. The lender package playbook opens 21 days after you enroll
  48. Write the handoff note opens 21 days after you enroll
  49. Module 8 quiz and assignment opens 21 days after you enroll
  50. One sign-in, separate clients opens 24 days after you enroll
  51. The seats, and who controls them opens 24 days after you enroll
  52. What the client pays, and which plan opens 24 days after you enroll
  53. The practice organization, and Marisol's Monday opens 24 days after you enroll
  54. The upgrade conversation and the quarterly review opens 24 days after you enroll
  55. The partner program on the business line opens 24 days after you enroll
  56. Module 9 quiz and assignment opens 24 days after you enroll
  57. The ceiling, and the five moves past it opens 27 days after you enroll
  58. Subcontractors and specialists opens 27 days after you enroll
  59. Contractor or employee opens 27 days after you enroll
  60. Workshops opens 27 days after you enroll
  61. Referral partners, and what their rules allow opens 27 days after you enroll
  62. Related organizations, the second-year plan and Marisol's December opens 27 days after you enroll
  63. Module 10 quiz and assignment opens 27 days after you enroll
  64. Trust, on one page opens 30 days after you enroll
  65. Confidentiality and conflicts opens 30 days after you enroll
  66. The duty you do not have, and the one you do opens 30 days after you enroll
  67. Marisol at Bright Path opens 30 days after you enroll
  68. Employee data and the California Consumer Privacy Act opens 30 days after you enroll
  69. AI tools, and resigning well opens 30 days after you enroll
  70. Module 11 quiz and assignment opens 30 days after you enroll
  71. A calendar, not a decision: days 1 to 10 opens 33 days after you enroll
  72. Days 11 to 60: the gates, the names and the first proposal opens 33 days after you enroll
  73. Days 61 to 90, and when the calendar slips opens 33 days after you enroll
  74. Marisol's ninety days, and the two weeks to skip opens 33 days after you enroll
  75. What comes next: two paths opens 33 days after you enroll
  76. Module 12 quiz and assignment opens 33 days after you enroll

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