FIND YOUR CONSULTANT
JOIN OUR COMMUNITY
FIND YOUR CONSULTANT
JOIN OUR COMMUNITY

Setting Up Your Consulting Practice

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1 Overview
  1. Course Intro
2 Strategy
  1. Set Intentions and Goals
  2. Assess Your Core Network
  3. Identify the Problem
  4. Set Your Fishing Line
  5. Name Your Firm
  6. Establish Your Vacation Policy
  7. Managing Your Time
3 Team
  1. Building Your Team
  2. Finding an Administrative Assistant
  3. Find a Bookkeeper
  4. Finding a Graphic Production Service
  5. Choosing an Attorney
  6. Selecting a Tax Accountant
  7. Getting Health Insurance
  8. Setting Up Business Insurance
  9. Finding a Remote IT Professional
  10. Hiring a Research Assistant
  11. Swing Capacity
  12. Get an Advisor
  13. Expand Your Team
4 Office
  1. Find a Place To Work
  2. Setting Up Your Office
  3. Packing Your Laptop Bag
  4. Building a Facilitator Toolkit
5 Legal
  1. Register Your LLC
  2. Obtain Employer Identification Number (EIN)
  3. Using Contract Templates
  4. Publish That You Are in Business
  5. Apply for MWBE Certification
6 Financial
  1. Calculating Your Cash Cushion
  2. Set Up a Business Checking Account
  3. Set Up a Retirement Account
  4. Getting Life Insurance
  5. Obtain Disability Insurance
  6. Choosing a Business Credit Card
  7. Selecting Bookkeeping Software
  8. Making Quarterly Tax Payments
  9. Using Loyalty Programs
  10. Estate Planning
  11. Automate Your Financial Life
  12. Using an Invoice Template
  13. Tracking Invoices
  14. Paying a Subcontractor
  15. Setting Up International Wire Transfers
  16. Pricing Your Services
7 Technology
  1. Setting Up a Backup Computer
  2. Keeping Passwords Secure
  3. Maintain a Backup
  4. Use Two-step Verification
  5. Getting a Branded Email
  6. Setting Up Your Email Signature
  7. Manage Your Contact Information
  8. Set up a CRM system
  9. Setting Up DocuSign
  10. Selecting an Email Marketing Tool
  11. Tracking Expenses
  12. Taking Notes
  13. Getting a Scanner App
  14. Scheduling Appointments
  15. Video Conferencing
  16. Setting Up International Calling
8 Marketing
  1. Get a Logo Designed
  2. Print Business Cards
  3. Buy Correspondence Cards
  4. Get a Professional Photo
  5. Update Alumni Sites
  6. Design a PowerPoint Template
  7. Update Your LinkedIn Profile
  8. Update Your Traditional Resume
  9. Create a Bio Page
  10. Create a One-page Overview
  11. Invest in Branded Gifts
  12. Create a Project List
  13. Build a Proposal Template
  14. Line Up References
  15. Create Work Samples
  16. Build a Website
9 Business Development
  1. Business Development Overview
  2. Raise Your Visibility
  3. Create a Newsletter
  4. Write Headlines
  5. Create Human Interactions
  6. Build Relationships
  7. Sign Up With Industry Intermediaries
10 Preparation
  1. Preparing to Transition to Consulting
  2. Build Industry Relationships
  3. Develop Skills
  4. Research Industry Problems
  5. Build Your Thought Leadership Platform

SECTION

Technology

Topic: Setting Up DocuSign

E-signature software such as DocuSign makes it easy to share and sign contracts. Reduces friction.

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Useful links

  • Unleashed Episode 42: Will Bachman on Docusign (and other tools)
  • DocuSign is our recommended e-signature tool, the choice of more than 50% of independent consultants we surveyed.

Transcript

Get yourself a tool for e-signatures. As an independent professional, you’re going to be signing a lot of contracts and paperwork … Nondisclosure agreements, master service agreements, statements of work, insurance information from your accountant, from your bookkeeper — all sorts of paperwork. 

And it is a hassle to print, sign, scan, email. So, get yourself an e-signature tool. I personally like DocuSign … very robust tool; allows you to upload a file. It’s very simple to learn how to use.

You put in an email address of the people that you want to send it to, plus yourself. And then, you just easily drag and drop, on there, where you want the signatures to go, or if you need the other person to fill out information like their title, or their address. 

And then, boom, hit send. It’s legally accepted for contract purposes. And it makes life a whole lot easier on yourself, as well as the people that you’re trying to work with.

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