Resource Vault
Practical, free tools to help boutique consultancies accelerate revenue. Templates, checklists, and guides — ready to download, no strings attached.
🔴▶️ The Consulting Edge now on YouTube
Build Your GTM Engine, One Lap at a Time
Short tutorials on the moves that compound: positioning, pipeline, pricing, proposals.
Unlock Your Business Potential
10-Point Readiness Guide
Opportunity Qualification CHecklist
10-Point Readiness Guide
At a Crossroads?
You’ve got the skills. Maybe even the clients. But if you're unsure where to focus next or why your practice isn’t scaling like it should — this guide is your next step.
The Readiness Guide is built for boutique firms and high-performing independents who want clear direction, not guesswork.
What you’ll get inside:
A self-assessment to score yourself across 10 must-have consulting capabilities, spot your growth gaps and build a 90-day action plan..
7-Step niche playbook
Opportunity Qualification CHecklist
10-Point Readiness Guide
Your Niche is Everything.
You need a repeatable system that slices through analysis paralysis, locks onto a lucrative pain point, and gets you premium fees.
The 7-Step Niche Playbook distills years of enterprise consulting and hundreds of client conversations into a lightning-fast process you can run in a single weekend.
What you’ll get inside:
The 7-Step Niche Playbook (PDF) – a step-by-step roadmap from highlight-reel audit to first win.
Opportunity Qualification CHecklist
Opportunity Qualification CHecklist
Opportunity Qualification CHecklist
Disqualify to WIn. Win the right deals. Drop the wrong ones (fast).
Most consulting firms don’t lose to competitors; they lose to no decision. This free checklist gives boutique firms a proven way to qualify with discipline, so your pipeline is packed with winnable work, not ghost deals.
What you’ll get inside:
- End‑in‑Mind Meeting Planner
- 5 Core Qualification Filters
- Red‑Flag Checklist
- Intangibles Scan
- Deal Aging & Weekly Discipline Tips
- Leadership Coaching Lens
SPIN Checklist
Proposal Power-Up Checklist
Opportunity Qualification CHecklist
Ask Better Questions. Win Better Clients.
Effective selling is about clarity, progress, and helping your client commit to change. Too many consultants confuse activity with progress. They book lots of meetings, build friendly relationships, and stay “top of mind”… but nothing moves forward.
What You Get inside the SPIN Checklist:
- A meeting outcomes framework
- A call planning worksheet
- A post-meeting review checklist
Challenger Sales toolkit
Proposal Power-Up Checklist
Proposal Power-Up Checklist
Sell Boldly. Win Smarter. Stop playing it safe.
Sell like you consult. Teach. Reframe. Lead.
If you’re still trying to “build rapport” and “respond to the ask,” you’re already behind. Today’s high-stakes buyers want something more: insight, leadership, and the guts to challenge their thinking.
What you’ll get inside:
This free toolkit gives you the proven playbook to sell like a top-tier consultant because that’s what wins complex B2B deals now. Includes:
- Sales Pursuit Checklist
- Client Reframing Script
Proposal Power-Up Checklist
Proposal Power-Up Checklist
Proposal Power-Up Checklist
Proposals Don’t Sell. Conversations Do.
You know the drill: late-night polish, flawless margins, zero response. The average B2B win rate is 25% because clients don’t buy documents; they buy confidence in your ability to deliver results. Our 10-Point Proposal Power-Up Checklist shows you how to earn that confidence before you hit “Export to PDF.”
Stop hiding behind PDFs and start owning the room. 10-Point Proposal Power-Up Checklist to:
- Close Faster
- Win Bigger
- Sleep Better.
No more proposal purgatory. Just confident clients and signed contracts.
Question-Burst Discovery Kit
Pipeline Review & Deal Debrief Templates
Question-Burst Discovery Kit
The fastest path to value is a better question. The Question-Burst Discovery Kit built on Proven Frameworks distills insights from Hal Gregersen’s Questions Are the Answer, Neil Rackham’s SPIN Selling, Mahan Khalsa’s Let’s Get Real or Let’s Not Play, Matthew Dixon & Brent Adamson’s The Challenger Sale, and Daniel Pink’s To Sell Is Human — all in one punchy playbook you can deploy in 30 minutes.
What’s Inside :
- Question Burst Worksheet
- When & Where Guide
- 7-Power Questions
- Opportunity Scorecard
High-Conversion Kit
Pipeline Review & Deal Debrief Templates
Question-Burst Discovery Kit
Stop Pitching. Start Guiding.
Winning high-value consulting work isn’t about pushing harder, it’s about leading the right conversations in the right sequence. This free kit gives boutique consulting firms a proven mini-playbook to turn first meetings into signed agreements without chasing, guessing, or pushing.
What you’ll get inside
- Meeting Planner
- 7-Power Questions
- Commercial Insight Cues
- 10-Point Proposal Power-Up Checklist
Pipeline Review & Deal Debrief Templates
Pipeline Review & Deal Debrief Templates
Pipeline Review & Deal Debrief Templates
Stop chasing ghost deals. Build a pipeline you can trust.
Most consulting firms brag about how “full” their pipeline is. But here’s the hard truth: half of it will never close. A bloated pipeline isn’t a strength; it’s a mirage.
- Stalled deals waste time.
- Wishful thinking wrecks forecasts.
- Lack of oversight burns out founders and teams.
The fix isn’t “more activity.” The fix is discipline and visibility.
What's inside:
- Weekly Pipeline Review Framework
- 1:1 Sales Meeting Agenda
- High-Value Deal Deep Dive Format
- Quarterly Deal Summit Template
- Deal Debrief Framework
WOOP Kit
Odyssey Plan Kit
Pipeline Review & Deal Debrief Templates
Accelerate Your Results. Turn goals into automatic action.
The method used by West Point cadets and Fortune 500 teams; free, ready to deploy.
WOOP (Wish → Outcome → Obstacle → Plan) is the research-backed shortcut from insight to execution. In controlled studies it lifts follow-through by up to 30% because it hard-wires an if-then trigger right where motivation usually fades.
This kit includes:
- a facilitator script,
- printable pocket cards, and
- WOOP worksheet
Odyssey Plan Kit
Odyssey Plan Kit
Odyssey Plan Kit
Turn expertise into a high-impact consulting business.
90 minutes to invest in your future self? Grab your free Stanford's Odyssey Plan Kit; a guided worksheet that pressure-tests three radically different career/life futures so you can choose the one that wins.