The 14-day launch checklist for consultants.

TL;DR

Checklist TL;DR for consultants

Who this checklist is for

Your consulting site is live, case studies are up, RFPs land monthly, almost nobody pays your asking rate. This checklist is the next 14 days.

The 10 ordered moves

1. 1

   Name one deliverable, one cohort, one outcome

   Foundation

   2 hrs

   'Senior strategy consulting' is a category. 'I get B2B SaaS post-Series A from 1% to 4% trial-to-paid through pricing and onboarding rebuilds' is a position. Pick the deliverable+cohort+outcome combo with your deepest anchor case study; lead the homepage with it.

2. 2

   Rewrite the hero as the engagement's end-state

   Foundation

   1 hr

   Hero should name the cohort, name the outcome, and dollar- or percentage-anchor it. 'Trial-to-paid conversion lifts of 2–4x in 90-day engagements for B2B SaaS' beats 'I help companies grow'. The wrong-fit RFP author bounces; the right one books a paid strategy call.

3. 3

   Build a paid strategy session at $1,500–$7,500

   Offer

   3 hrs

   A paid strategy session replaces the unpaid discovery call. Pre-qualifies serious buyers, becomes the front-end of the engagement, and converts to retainer at 40–60% when the diagnosis lands. The Brunson value-ladder structure works for consulting exactly as written.

4. 4

   Ship one anchor case study with dated dollar figures

   Proof

   5 hrs

   One case study, dated, with the specific outcome. 'Acme: pricing rebuild + onboarding redesign lifted trial-to-paid 1.2% → 4.7%, $84K MRR delta in 90 days' beats five vague ones. Get the client's written approval for the numbers; if you can't get approval, anonymise carefully.

5. 5

   Build the Stack Slide for the retainer engagement

   Offer

   2 hrs

   List every deliverable: discovery doc, weekly cadence, monthly executive summary, async access, founder hours, dashboards, post-engagement transition. Dollar-anchor each line. The Stack frames the $20K/mo retainer as a discount on $80K of itemised value.

6. 6

   Add the disqualifier section to the homepage

   Foundation

   30 min

   Honest 'this is not for you if…' block. Naming who you don't serve (pre-Series A, sub-$10K MRR, DTC ecommerce, marketing-attribution work) drops wrong-fit inbound and lifts close rate on what remains. Disqualifier copy is the highest-converting trust signal you can ship.

7. 7

   Write the Dream 100 of target accounts

   Traffic

   4 hrs

   100 named accounts that exactly fit the new positioning. Build a 5-touch outbound sequence anchored on the anchor case study. The Dream 100 outperforms inbound for consultants because the cohort is addressable and the engagement size justifies named outreach.

8. 8

   Publish two original-thought essays in your niche

   Proof

   8 hrs

   Two long-form essays with a contrarian take grounded in your engagement experience. LinkedIn + your own site. Essays serve the dual function of distribution and proof – the cohort recognises 'this consultant thinks differently' and books the strategy session.

9. 9

   Build the post-engagement nurture sequence

   Follow-up

   2 hrs (setup)

   After an engagement ends, the client goes into a quarterly check-in cadence. Each touchpoint shares one piece of original thinking and one open availability slot. The nurture turns 6-month engagements into 24-month relationships and unlocks referrals.

10. 10

    Run the diagnostic on your consulting homepage

    Foundation

    10 min

    Once items 1–9 ship, run the free 90-second diagnostic on your URL. The triage labels whether the new positioning lands as Wrong Person / Weak Offer / Weak Belief from a cold RFP author's perspective.

How the buckets work

• Foundation · 4 steps · The hero, the headline, the cohort definition. Where the page either earns the next four seconds or loses the reader.
• Offer · 2 steps · The Stack, the guarantee, the pricing structure. What turns the reader from interested into ready-to-pay.
• Proof · 2 steps · Dated, named, specific evidence. What turns ready-to-pay into actually-paid.
• Traffic · 1 step · How the right cohort finds the page. Always after the page is rewritten, never before.
• Follow-up · 1 step · Soap Opera, Seinfeld, OTOs, post-purchase sequences. What turns one customer into compounding revenue.

Questions consultants ask before starting

Read the cohort breakdown first

The diagnostic page for consultants walks the Hook / Story / Offer triage on the cohort's vocabulary, money mechanics, and most common mistakes. Pair it with this checklist for context.