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Consulting & Coaching Suite

Templates & Business Tools

Consulting & Coaching Suite

$24.99

Instant Download

10 closed-loop consulting tools — rate calculators, proposals, SOWs, and client onboarding. Answer questions, get a finished PDF.

A complete consulting business engine: hourly rate calculator, project quote builder, statement of work worksheet, retainer agreement planner, discovery session template, client onboarding checklist, progress report generator, value-based pricing worksheet, capacity planner, and annual revenue projector. Every tool is a closed-loop: structured questions → real formulas → a finished, branded PDF. No AI. No subscriptions.

Secure one-time payment via Stripe. No rebills.
Exactly What You Get
1

Hourly Rate Calculator

2

Project Quote Builder

3

Statement of Work Worksheet

4

Retainer Agreement Planner

5

Discovery Session Template

6

Client Onboarding Checklist

7

Progress Report Generator

8

Value-Based Pricing Worksheet

9

Capacity Planner

10

Annual Revenue Projector

The Transformation

Calculate your minimum profitable hourly rate

Build professional project quotes with phases

Create structured statements of work

Plan retainer agreements with monthly terms

Run structured discovery sessions

Onboard new clients with complete checklists

Generate professional progress reports

Price by the value you create, not just hours

Track weekly capacity and free time

Project annual revenue from projects and retainers

Why This Matters

Every pricing and client management tool a consultant needs — from rate calculation to SOWs to progress reports. Each one a finished branded PDF in seconds.