Description
A planning template for moving from identifying as a freelancer to positioning as a consultant. It covers the differences in how you present yourself, what you change, and what you stop doing.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- Freelancer vs consultant positioning comparison checklist
- Materials and messaging update checklist (website, LinkedIn, proposals)
- A 90-day transition planning section
Who it’s for
Useful if you want to move toward higher-value, more strategic work and are not sure what needs to change first. Not useful if the barrier is experience or track record rather than positioning. Changing how you describe yourself will not close a gap in credibility, and this template cannot fix that.
If it works
If you work through it honestly, you will identify the specific gaps between how you currently present yourself and how you want to be seen. Most people find that the gap is smaller than they assumed, and that a few targeted changes to their materials make a real difference to the enquiries they receive.
Repositioning does not produce results immediately. It takes time for the market to catch up with how you are presenting yourself. This template helps you make the changes; it cannot accelerate the lag.
Before you download
- This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
- After downloading, you will find the file in your account under My Downloads.
- You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.
