RESOURCES · GUIDES
Practical Guides for Running a Consulting Sales Process
Practical, ready-to-use guides on lead follow-up, pipeline management, and sales operations for consulting and advisory firms. Here’s what’s published so far — more are on the way.
GUIDE
The 24-Hour Follow-Up Playbook
A step-by-step cadence and scripts for responding to a new lead inside the first 24 hours — the window that decides whether a good opportunity turns into a client.
GUIDE
The Consulting Sales Pipeline Stage Guide
Five pipeline stages defined — intake, proposal, signed, onboarding, delivery — with exactly what should trigger movement between them and the bottleneck to watch for at each one.
GUIDE
The Referral Partner Activation Guide
How to identify real referral partners, make a specific ask instead of a passive one, and run the 30-minute activation call — plus the follow-up system that keeps referrals coming instead of going quiet.
GUIDE
CRM Field & Tagging Standards for Consulting Firms
A practical setup guide for keeping your pipeline clean — naming conventions, required fields, and the four-layer tagging taxonomy that holds up as your team grows.
Stop Managing Follow-Up in Your Head
Put every lead, discovery call, proposal, client handoff, and referral relationship into a system that knows what happens next.