Project Pack – Paid Discovery Edition (formerly Marketing Consulting Edition)

This package includes everything you need to sell and run paid discovery sessions with your clients, including questionnaires, worksheets, guides, and more. 

Here’s what’s inside:

Phase 1: Onboarding

• Roadmapping Services Guide
  This is a guide that you can give to your leads or add to your website to sell the paid discovery session and turn your prospects into clients.
• Intake Questionnaire
  A questionnaire to find out all about your client's business. This results-driven questionnaire will ensure you have all the data you need to create an effective finished product for your clients.
• Getting Started Guide
  Give your clients a killer onboarding with this eBook, which will introduce your client to the project. It includes sections about their role in the project, what they can expect when working together, and the project logistics.
• Audience Research Survey
  In almost any consulting project, you’ll want to research their audience. This is a questionnaire you can get your client to send out to get some useful feedback for the project.
• Roadmapping Agenda
  This is a document you can give to your clients ahead of your roadmapping session so they know how the day will be structured.
• How To Prepare For Roadmapping
  A checklist for your clients to ensure they show up to your roadmapping session prepared and ready to rock! Start the day on the right foot without any costly delays.

Phase 2: Paid Discovery Session (Roadmapping)

• Customer Research Spreadsheet
  This is the spreadsheet template we use to collate and normalize feedback from the customer and audience surveys.
• Customer Persona Template
  This is a template to showcase your clients' audience's different customer personas. You will base this on the results from your customer research.
• Roadmapping Skeleton
  This is the exact document we use for our paid discovery sessions. It contains a full list of talking points and ensures that by the end of the session, you’ll have a solid project direction, including budget and ROI for your proposal.
• Final Roadmapping Report
  This template will use all of the data we gathered in the previous data collection work, along with the roadmapping session, to deliver our final recommendations to the client. You can see an example of a real report we might use.
• Website Review
  If website consulting is part of your project, you can use this document to identify a website's current problem areas and offer easy fixes to instantly improve them. You can add this to the previous report or use it as a standalone document.
• Partnership Pack
  Most of our consulting projects involve setting up potential joint-venture partnerships with clients. You can use this document to create a pack detailing all the logistics of these partnerships for your clients.
• Client Next Steps Checklist
  We’ve found that consulting projects often have a lot of moving parts. Your clients will greatly appreciate having a solid guide as to exactly what they need to do if they decide to handle the implementation themselves.

Phase 3: Assets

• Proposal Template
  A killer proposal template for your consulting projects. This template was used on a recent project so we know it works. It’s not just pretty — it converts. Which is exactly what you need with a proposal.
• Meeting Agenda Template
  This is a template that you can use before and after every meeting with your client so everybody knows what you are going to be talking about and the goal and purpose of the call. Every meeting should be clear, valuable, and as efficient as possible.
• Master Services Agreement
  A lawyer-approved contract is important to ensure everything is in order from a legal standpoint. Not sexy, but important.
• Non-Disclosure Agreement
  A simple non-disclosure agreement to ensure all confidential information between you and your client stays private.
• Statement Of Work
  An official statement of work detailing the project and its contents. It includes all the necessary information, such as a timeline, budget, meeting schedule, and more.
• Invoice Template
  What it says on the tin: an invoice template to match the rest of your documents. It will give everything a cohesive, branded look, making you look amazingly professional.
• End Of Project Questionnaire
  Every project should end with a questionnaire about how it went and any wins or results they’ve found. You can take the answers to these questions and create kick-ass testimonials for your website.

Please note: All the documents are available in Google Docs format (which I recommend using due to their text-heavy nature), but a small selection of them have been recreated in Figma and Client Portal.