Million Dollar Consulting Toolkit Step-by-Step Guidance, Checklists, Templates, and Samples from The Million Dollar Consultant

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Edition: 1st
Format: Paperback
Pub. Date: 2005-10-28
Publisher(s): Wiley
List Price: $37.95

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Summary

The practical toolbox for readers of Million Dollar Consulting This useful guide provides specific checklists, guidelines, templates, and actual examples for every step of the consulting process. It covers marketing, sales, meetings, implementation, follow-up, invoicing, practice management, insurance, equipment, subcontracting, and scores of other elements. Thousands of people have bought Weiss's Million Dollar Consulting and started their own consultancy. Now, this handy resource goes hand-in-hand to provide all the tools new consultants need to enact all the recommendations and ideas in Million Dollar Consulting. Alan Weiss, PhD (East Greenwich, RI), has consulted for hundreds of organizations around the world, including Mercedes-Benz, Hewlett-Packard, Merck, Chase, American Press Institute, and the Times-Mirror Group. He is the author of 12 books, including Getting Started in Consulting (0-471-47969-1) and Organizational Consulting (0-471-26378-8).

Author Biography

ALAN WEISS, PhD, has consulted for hundreds of organizations around the world, including Mercedes-Benz, Hewlett-Packard, Merck, JPMorgan Chase, American Press Institute, and the Times-Mirror Group. He is the author of twenty-four books published in seven languages, including Getting Started in Consulting and Organizational Consulting, both from Wiley.

Table of Contents

Acknowledgments xiii
Introduction xv
SECTION 1 Office and Practice Management 1(16)
Equipment Checklist and Commentary
1(3)
Client File Checklist and Commentary
4(2)
Insurance Checklist and Commentary
6(3)
Professional Assistance Checklist and Commentary
9(3)
Time and Space Allocation Checklist and Commentary
12(5)
SECTION 2 Sales and Marketing 17(36)
Web Site Checklist and Commentary
17(3)
E-Mail Checklist and Commentary
20(2)
Press Kit Checklist and Commentary
22(4)
Sample Biographical Sketch
24(2)
Sample Character Reference
26(1)
Proposal Checklist and Commentary
26(9)
Proposal Template
28(5)
Proposal Cancellation Clauses Templates
33(1)
Simple Letter of Agreement Template
34(1)
Cold Call Telephone Script Checklist and Commentary
35(3)
Cold Call Telephone Script
38(1)
Cold Call Letter Checklist and Commentary
39(1)
Cold Call Letter
40(1)
Meeting Preparation Checklist and Commentary
41(2)
Networking Checklist and Commentary
43(1)
Networking Follow-Up Note
44(1)
Advertising and Listings Checklist and Commentary
45(1)
Sample Advertisement
46(2)
Fee Setting Checklist and Commentary
48(1)
Closing the Sale Checklist and Commentary
49(4)
SECTION 3 Self-Development 53(10)
Reading Materials Checklist and Commentary
53(2)
Associations Evaluation Checklist and Commentary
55(2)
Rebutting Objections Checklist and Commentary
57(3)
Learning from Setbacks Checklist and Commentary
60(3)
SECTION 4 Travel 63(10)
Clubs Checklist and Commentary
63(3)
Transportation and Lodging Checklist and Commentary
66(3)
Road Warrior Support Checklist and Commentary
69(4)
SECTION 5 Project Delivery 73(20)
Sponsor Checklist and Commentary
73(2)
Interview Checklist and Commentary
75(2)
Focus Group Checklist and Commentary
77(4)
Template for Focus Group Rules
80(1)
On-Site Observation Checklist and Commentary
81(3)
Coaching Checklist and Commentary
84(3)
Coaching Rules of Engagement Template
86(1)
Debriefings Checklist and Commentary
87(2)
Report Checklist and Commentary
89(4)
Client Satisfaction Survey Template
91(2)
SECTION 6 Forms 93(14)
Invoices
93(2)
Invoice Template
94(1)
Expense Reimbursement
95(1)
Expense Reimbursement Template
95(1)
Overdue Payments
95(3)
Overdue Payments Template
97(1)
Writing an Article Checklist and Commentary
98(3)
Template for an Article
100(1)
Letter to Magazine Editor Template
100(1)
Subcontracting
101(3)
Subcontracting Contract Template
102(2)
Follow-Up Letters
104(3)
Follow-Up Template for New Prospects
104(1)
Follow-Up Template for Failure to Make Contact
105(2)
SECTION 7 Financial 107(12)
Taxes Checklist and Commentary
107(2)
Investment Checklist and Commentary
109(2)
Retirement Checklist and Commentary
111(2)
Credit Line Checklist and Commentary
113(2)
Bookkeeping Checklist and Commentary
115(1)
Payroll Checklist and Commentary
116(3)
SECTION 8 Legal 119(10)
Incorporation Checklist and Commentary
119(3)
Trademark, Service Mark, Registration Checklist and Commentary
122(2)
Copyright Checklist and Commentary
124(2)
Contracts Checklist and Commentary
126(3)
SECTION 9 Advanced Marketing 129(64)
Publishing Articles and Columns Checklist and Commentary
129(5)
Inquiry Letter Template
132(1)
Template for an Article
133(1)
Book Publishing Checklist and Commentary
134(13)
Template for Book Preparation
136(2)
Template for a Book Proposal
138(8)
Letter to a Literary Agent Template
146(1)
Interview Checklist and Commentary
147(4)
Interview Response Template
150(1)
Radio Interview Request Template
151(1)
Professional Speaking Checklist and Commentary
151(18)
Speech Development Template
154(1)
Speech Evaluation Template
155(2)
Promoting Public Speaking Template
157(4)
Speakers Bureau Inquiry Letter Template
161(1)
Letter to Trade Association Director Template
162(1)
Letter to Visitors or Convention Bureau Template
163(2)
Speaking Contract Template
165(1)
Advance Speaking Requirements Template
166(1)
Speaking Requirements Sheet Template
167(1)
Speech Introduction Template
168(1)
Newsletter Checklist and Commentary
169(4)
Newsletter Format Template
171(1)
Newsletter Subscription Offer Template
172(1)
Forecasting Checklist and Commentary
173(4)
Forecasting Template
175(1)
Qualifying System Template
175(2)
Referrals Checklist and Commentary
177(3)
Referrals Request Template
179(1)
Repeat Business Checklist and Commentary
180(2)
Repeat Business Suggestion Template
181(1)
Passive Income Checklist and Commentary
182(4)
Teleconference Template
185(1)
International Business Checklist and Commentary
186(2)
Alliances Checklist and Commentary
188(3)
Retainers
191(2)
SECTION 10 Maximizing Success 193(11)
Life Balance Checklist and Commentary
193(3)
Reinvention Checklist and Commentary
196(2)
Selling Your Firm Checklist and Commentary
198(6)
APPENDIX
Example of Trademark Registration
204(2)
Example of Web Site Home Page
206(1)
Bibliography
207(4)
General Business and Consulting
207(2)
Cold Calls
209(1)
Publishing Assistance
210(1)
101 Questions for Any Sales Situation You'll Ever Face
211(11)
Sample Position Paper or White Paper
222(5)
Index 227(10)
About the Author 237

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