Description
A 50-point checklist of the systems a solo consulting practice needs to run without constant manual effort. It covers six areas: client onboarding, project setup, ongoing management, communication, close-out, and business development.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- 50-point checklist across six workflow areas
- Set up and quality rating columns for each system
- Priority flag column to identify the most urgent gaps
Who it’s for
Useful if you have built your practice reactively and want to audit what is actually in place. Also useful in the early stages when you want to build good habits from the start. Not useful if your practice already runs smoothly and your problem is something more specific than general systems.
If it works
If you work through it honestly and focus on the three or four gaps causing the most friction, you will spend less time on avoidable admin. Most practices do not need all 50 items immediately. The value is in identifying which gaps are actually costing you time or money.
Better systems reduce friction. They do not replace judgement or experience, and they do not grow your practice on their own.
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.
