It’s helpful for independent consultants to have a consulting firm overview document that clearly and succinctly presents their services, qualifications, and offerings for potential clients.
Consultants are often asked to send a potential client a one-pager, or someone would like to recommend you to a colleague and requests something to share with that person. You can refer people to your consulting website, but being able to provide a single document or presentation that outlines your firm and services can be a powerful tool in these cases.
We have not found any resources available that show how to create such a firm overview document. Our independent consultant members have generously contributed more than 75 examples that they use, from which you can draw inspiration.
Some consultants use a one-page overview, while others offer multi-page documents (some even have both to use in different circumstances). Whether your firm overview is a one-pager or multiple pages, there are some key elements that should always be included:
- Services: An overview of the services and solutions you offer.
- Bios: A bio of yourself, and members of your team if applicable.
- Clients: You may or may not want to name specific clients, but at a minimum present the types of clients you serve (i.e. Fortune 500 manufacturing companies).
- Contact: Details on how people can get in touch (email, telephone, LinkedIn, website, etc.).
For consultants who create more in-depth, multi-page firm overviews, some additional sections can include:
- Service details: A more comprehensive page detailing your service offerings; it may include your processes.
- Deliverables: A description of sample deliverables you provide your clients.
- Project list: A list of projects you have completed for various clients (may be sanitized).
- Case studies: Details of exactly how you have helped previous clients and the impact you’ve made.
- Testimonials: A section or page of client feedback, particularly that which gives specifics how you helped them.
In this resource we look at each of these consulting overview components, and provide examples from independent consultants of their own firm overview documents. You may want to also consult our downloadable PowerPoint template deck (with 100+ slides) for creating your firm overview.
You can click any section to go directly there:
The most common key elements of firm overviews
Additional firm overview sections
Examples of consulting firm overviews
The most common type of firm overview pages
These are the most common pages to include in a consulting firm overview document. We have included examples of actual documents from independent consultants as examples.
This page serves as an overview of the services you provide.
Below are some examples of service overview pages from other independent consultants:
This page presents a bio of yourself and your qualifications and expertise.
Below are some examples of bio pages from other independent consultants:
You may or may not want to name specific clients, but at a minimum present the types of clients you serve (i.e. Fortune 500 manufacturing companies).
Below are some examples of client pages from other independent consultants:
This page provides information on how people can get in touch with you, including your website, email, telephone, LinkedIn, etc.
Below are some examples of contact pages from other independent consultants:
Additional firm overview sections
This page goes into more about your services and solutions, and may include your processes.
Below are some examples of detailed service pages from other independent consultants:
This page gives a description of sample deliverables you provide your clients.
Below are some examples of deliverables pages from other independent consultants:
This page offers bios of multiple team members.
Below are some examples of team pages from other independent consultants:
This page offers detailed case studies of how you have helped previous clients and the impact you’ve made.
Below are some examples of case studies pages from other independent consultants:
This page includes client feedback, particularly that which gives specifics how you helped them.
Below are some examples of testimonial pages from other independent consultants:
Examples of independent consultants' one-page firm overviews
Name of firm: Accelance
Name of consultant: Markus Bayer
Name of firm: Adventus Innovate
Name of consultant: Dave Stowe
Name of firm: Alexoria
Name of consultant: Graham Kennedy
Name of firm: Alfizo
Name of consultant: Gary Chan
Name of firm: Ambrose Growth Business Coaching
Name of consultant: Xavier Lederer
Name of firm: Avenue Group Advisors
Name of consultant: Jeremy Greenberg
Name of firm: Behind the Graph
Name of consultant: Dawn Ward Stith
Name of firm: BPS
Name of consultant: Michele Pikman
Name of firm: BrandExperienced, LLC
Name of consultant: Jonathan Paisner
Name of firm: DeepThink
Name of consultant: Maurice Remmé
Name of firm: Digital Lean & Data Advantage
Name of consultant: Bernard Borowski
Name of firm: Ehrlich Consulting Group, Inc.
Name of consultant: Allen Ehrlich
Name of firm: Hannes Consulting
Name of consultant: Berthold Hannes
Name of firm: HRUCKUS
Name of consultant: Stephen Hrutka
Name of firm: ITeffectivity
Name of consultant: Mary Patry
Name of firm: Kirtland Consulting, LLC
Name of consultant: Caroline Taich
Name of firm: M Ryan Group
Name of consultant: Michael Ryan
Comments: “One piece of advice I got while I was creating this was to enlist the help of a graphic designer (Jana Vanadia, JV Vision Creative). Long story short, I created the content, and the graphic designer is the one who created the look and feel. Investing in a graphic designer to help polish it up was money VERY well spent.”
Name of firm: MileZero
Name of consultant: Robyn Bolton
Name of firm: Prana Executive Coaching
Name of consultant: MaryBeth Sigler
Name of firm: Relevate Advisory, LLC
Name of consultant: Jeff Stinson
Name of firm: Sourcing Advisors Group
Name of consultant: Serge Milman
Name of firm: Sunstone Management Advisors
Name of consultant: Joseph M. Rolewicz
Name of firm: Virtido
Name of consultant: Daniel Hasler
Examples of independent consultants' multi-page firm overviews
Below are examples of multi-page firm overviews that independent consultants have shared with us. Please note that these are not necessarily the full document; in cases of some overviews with more than eight pages, we have provided a selection of sample pages.
Name of firm: Executive Cyber Risk Consulting
Name of consultant: Nick Shevelyov
Name of firm: in2it
Name of consultant: Mario Caputi
Name of firm: Innovation Strategies
Name of consultant: Wayne A. Patten
Name of firm: Joseph Toomey Management Consulting
Name of consultant: Joseph Toomey
Name of firm: Kuldeep Chawla
Name of consultant: Kuldeep Chawla
Name of firm: Paperclip Consulting
Name of consultant: Will Dougan
Name of firm: Prequate
Name of consultant: Pradyumna Nag
Comments: What we also do is host it on DocSend. That way we study the sections that they are spending more time on. Further, we have also tried to bake in a CTA in each slide which is visible but not interfering. What we do is try and qualify it a little better and only send out the sections that are most relevant.
Name of firm: Quilty International
Name of consultant: Leo Quilty
Name of firm: Solutions Design Partners
Name of consultant: Gonzalo Autrique
Name of firm: ValCap Life Sciences
Name of consultant: Jeff Christiansen
Name of firm: ValueX Partners
Name of consultant: Michael Okwusogu
Comments: We have also started using video promotions so will eventually demise the paper format and utilise video promos up to 1.5-3 mins long via social media and other channels.