Free Resource

8 Consulting Templates for Free

The Complete Consultant’s Success Kit provides access to 8 templates for consultants.
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LIFETIME ACCESS FOR

₹199.00

8 Consulting Templates for Free

You will receive the following 8 templates with this consulting kit:
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Template for a Management Consulting Plan
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Template for Business Plans
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Marketing Plan Template
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Sales Strategy Template
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Checklist for onboarding New Clients
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Presentation Template for a Consulting Plan (PPT)
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Template for SWOT analysis
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Template for a Porter’s Five Forces Analysis
Templates to Attract Your Consulting Clients

As your consulting firm develops, it is increasingly important to become more systematic and process-focused.
Eight templates are included in this collection that you can use to please your customers. We’ve provided a consultation planning template, a presentation template, and an onboarding checklist for your planning and onboarding.

We’ve provided a SWOT analysis template and Porter’s Five Forces template for research. We have a sales, marketing, and business plan template for your customers.
To get started, download now!

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Rakesh Oberoi

Before discovering the Agency Plot SOP Library, our agency was struggling to build internal processes. We wanted to systematize everything, but found the task daunting. With the SOP Library, not only were we able to model how Agency Plot did things, but we learned a much better way to manage our system. Even better, we realized there were more efficient ways of doing things than we had been doing them.

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As I’m building my agency, I have been looking to build and acquire tangible resources to help me scale – including digital marketing SOPs.

After much searching, and trial and error, I was referred to Agency Plot and could not be happier. This is granular and detailed, and will help me accelerate the growth of my business. The value for the cost is unmatched.

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Owner - iExcel

Kaizer Meer

I estimate we save several thousands of dollars each month by being more effective and action-oriented through the use of these SOPs.

Joshua Watson
SEO Director - Spiral Marketing Agency

Mike Kennedy

I run a digital marketing agency team and have been in digital marketing over a decade, and no one has broken down these topics in as clear and well-organized way as the Agency Plot team.
Mike Kennedy
Owner - Stikky Media
Boost the size of your business with these resources
LIFETIME ACCESS FOR

₹199.00

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Template for a Management Consulting Plan
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Template for Business Plans
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Marketing Plan Template
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Sales Strategy Template
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Checklist for On Boarding New Clients
N
Presentation Template for a Consulting Plan (PPT)
N
Template for SWOT analysis
N
Template for a Porter's Five Forces Analysis
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Frequently Asked Questions (FAQs)

What is a consulting business plan?

A tool that aids consultants in growing their firm is a consulting business plan. It's simple to learn how to build a consulting business plan with the help of Agency Plot's Consulting Business Plan Template, which offers the following advice:
• A detailed description
• Business description
• Line of goods and services
• Market research
• Marketing strategy
• Sales Strategy
• Budgetary considerations
Get more information by downloading the free consulting business plan template from Agency Plot.

What is a consulting plan?

A consulting proposal is created to showcase your subject-matter knowledge and experience. It gives a summary of the particular services you offer and some rough time estimates for completing those activities.

Why do I need to submit the required information?

Your personal information is always secure with us.

We want your information in exchange for a priceless resource in order to: (a) enhance your browsing experience by tailoring the Agency Plot website to your interests; and (b) contact you with the material we believe you might find interesting. (c) Send you marketing materials we believe you'll find useful. Read more about our privacy policies here.

How should I format a consultancy proposal?

It's crucial to know how to prepare a proposal while looking for consulting. You should begin with a cover page that includes your name, the name of the potential client, and the submission date. After that, you'll need an executive summary that details the client's problems, your strategy for resolving them, and the success indicators you'll be using.

Are you sure it's free?

Absolutely!.

We're merely disseminating some free information that we hope you'll find useful. The next time you have a question about marketing, think of us.

How should a consulting project be organized?

The consulting templates from Agency Plot were created for consulting firms that wish to become more structured and process-oriented. We offer a consultation planning, presentation, and On Boarding checklist template for planning. SWOT analysis and Porter's Five Forces templates are available for research. A sales marketing template is also available for clients.

How should a business plan for a consulting firm be written?

Using a sample business plan for consulting companies:
• Draft the initial version.
• Regarding grammar, sentence structure, and word choice, don't worry.
• Determine your unique selling proposition to promote oneself as a subject matter expert in that industry.
• Feedback on your business plan is important.

Get the consulting templates.