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

Setting Up Your Consulting Practice

Course navigation

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 Office
  1. Find a Place To Work
  2. Setting Up Your Office
  3. Packing Your Laptop Bag
  4. Building a Facilitator Toolkit
4 Team
  1. Building Your Team
  2. Finding an Administrative Assistant
  3. Find a Bookkeeper
  4. Finding a Graphic Production Service – Independent Management Consultants
  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
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 – Independent Management Consultants
  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 International Calling

To make international calls with clients, get accounts with both Skype and WhatsApp. Your clients may prefer one or the other.

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Transcript

As you’re setting up your own independent consulting practice, review your telecom status. Perhaps you were at a firm where your employer was paying your cell phone bill, and now you’re setting up on your own, so, look for the plan that’s gonna make sense. 

If you have AT&T, then you ought to select the international day pass option. That’s been, I think, a big nice feature for AT&T users. That allows you, if you are in a foreign country, you pay just 10 dollars for each day that you’re in that country, and then you get unlimited use of data, as well as you can call, make local calls in that country, and you can call back to the United States. 

You can also call other countries, not just that country —you can call any country, and it’s just the flat 10 dollar fee for that day. So, that’s pretty good. If you don’t already have an account, get yourself a Skype account so that you can make international calls using Skype. And also, if you don’t have one already  get yourself a WhatsApp account so that you can make WhatsApp calls internationally. 

Even though you may not want to be on WhatsApp yourself, in some cases, if a client, if that’s their natural home, then you want to be able to talk to the tool that they’re comfortable with. So, Skype, WhatsApp, think about your international roaming. 

Get yourself the highest internet speed possible at your home. It’s going to be worth it after a while to make sure that you’re on Verizon Fios or the highest-speed available.