Consultant’s

You have a hundred
responsibilities.

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SlackFileEditViewWindowHelpWed Aug 64:42 PM
#acme-project — Acme Corp
J
julius 9:14 AM
They’re asking for another workshop — can you scope it?
righthand APP9:15 AM
Scoped at 12 hours. Change order drafted against the existing SOW.
D
dana 11:02 AM
@righthand can we hold it before our offsite on the 14th?
righthand APP2:06 PM
Signed and booked for the 12th, Dana. Added to this month’s invoice — $4,200.

Delegate your responsibilities.

Proposals go out within a day of the call.
Every invoice gets chased.
Scope creep gets a change order, not a shrug.
Discovery calls get booked without the back-and-forth.
Clients get a weekly update whether or not you write it.
Notes turn into a summary the same afternoon.
Statements of work get drafted from the call.
Retainers get renewed before they lapse.
Your pipeline stays current.
Referrals get a reply within the hour.
Case studies get written up while the win is fresh.
Time gets tracked without you remembering.
Expenses get logged against the right client.
Contractors get briefed and paid.
Kickoff decks get built from the template.
Every meeting has an agenda before it starts.
Action items leave the call with an owner.
Quiet prospects get a nudge on day seven.
Testimonials get collected at delivery.
Your LinkedIn stops going dark for months.
Travel books itself around the client schedule.
NDAs get reviewed and returned.
Insurance certificates stay current.
Subcontractor invoices get reconciled.
The CRM reflects what actually happened.
Quarterly taxes stop being a surprise.
Dormant clients hear from you twice a year.
Reading for the industry gets summarized.
Conference deadlines don’t pass unnoticed.
Your rate card gets sent, not explained.

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