Hi Friends,
Lately I have been helping out a friend who is interested in individual consulting engagements.
In order to make his planning smoother, I jotted few points that he needs to consider.
I would highly appreciate to hear your views/critical comments on those points. If there is anything missing, please let me know. If there is any unwanted point, please tell me so.
Who knows, my friend might end up working for some of you Mentors.
Thanks in advance.
Points to ponder:
Nature of work: Individual consulting engagements, sole or part of existing team
Location of client engagements: Clients site, or Remote or Both. Worldwide.
Sales Materials to prepare:
- List of skills
- Resume
- Details of work done so far
- Business card
- Virtual phone number (worldwide roaming if possible)
- IVR (to receive calls while I am asleep)
- Simple one page website
- Social media presence (LinkedIn, Facebook, Twitter)
Sales& Marketing (i.e. how to get work from current & new customers)
- where to contact new customers
- your sales pitch to them (i.e. Why would they give work to you and not someone else)
Your Charges
- hourly rate
- lumpsum, predetermined amount for a certain scope of work
Agreements (me - client)
- Non Disclosure Agreements
- Work Agreement
Facing competitors (before getting work):
- how to ensure your competitors do not steal your deal, when you are in middle of discussion/negotiation with client
- how to ensure your competitors do not tarnish your reputation before you reach out to prospects and customers
Receiving payments:
- Transfer wise (Personal), PayPal, etc.
- Bank transfer
- Cheques
- Crypto currency wallets
Tax Residency:
- Current residence
Lately I have been helping out a friend who is interested in individual consulting engagements.
In order to make his planning smoother, I jotted few points that he needs to consider.
I would highly appreciate to hear your views/critical comments on those points. If there is anything missing, please let me know. If there is any unwanted point, please tell me so.
Who knows, my friend might end up working for some of you Mentors.
Thanks in advance.
Points to ponder:
Nature of work: Individual consulting engagements, sole or part of existing team
Location of client engagements: Clients site, or Remote or Both. Worldwide.
Sales Materials to prepare:
- List of skills
- Resume
- Details of work done so far
- Business card
- Virtual phone number (worldwide roaming if possible)
- IVR (to receive calls while I am asleep)
- Simple one page website
- Social media presence (LinkedIn, Facebook, Twitter)
Sales& Marketing (i.e. how to get work from current & new customers)
- where to contact new customers
- your sales pitch to them (i.e. Why would they give work to you and not someone else)
Your Charges
- hourly rate
- lumpsum, predetermined amount for a certain scope of work
Agreements (me - client)
- Non Disclosure Agreements
- Work Agreement
Facing competitors (before getting work):
- how to ensure your competitors do not steal your deal, when you are in middle of discussion/negotiation with client
- how to ensure your competitors do not tarnish your reputation before you reach out to prospects and customers
Receiving payments:
- Transfer wise (Personal), PayPal, etc.
- Bank transfer
- Cheques
- Crypto currency wallets
Tax Residency:
- Current residence
