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How to Create a Consulting Firm Overview

How to Create a Consulting Firm Overview

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.

Contents

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.

Services overview

This page serves as an overview of the services you provide.

Below are some examples of service overview pages from other independent consultants:

Individual bio

This page presents a bio of yourself and your qualifications and expertise.

Below are some examples of bio pages from other independent consultants:

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).

Below are some examples of client pages from other independent consultants:

Contact

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

Services detail

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:

Deliverables

This page gives a description of sample deliverables you provide your clients.

Below are some examples of deliverables pages from other independent consultants:

Team

This page offers bios of multiple team members.

Below are some examples of team pages from other independent consultants:

Project list

Case studies

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:

Testimonials

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

Website: http://www.accelance.io/

Name of consultant: Markus Bayer

Name of firm: Adventus Innovate

Website: http://www.adventusinnovate.com/

Name of consultant: Dave Stowe

Name of firm: Alexoria

Name of consultant: Graham Kennedy

Name of firm: Alfizo

Website: https://alfizo.com/

Name of consultant: Gary Chan

Name of firm: Ambrose Growth Business Coaching

Website: https://www.ambrosegrowth.com/

Name of consultant: Xavier Lederer

Name of firm: Avenue Group Advisors

Website: https://avegroup.com/

Name of consultant: Jeremy Greenberg

Name of firm: Behind the Graph

Website: http://behindthegraph.com/

Name of consultant: Dawn Ward Stith

Name of firm: BPS

Name of consultant: Michele Pikman

Name of firm: BrandExperienced, LLC

Website: http://www.brandexperiencedgroup.com/

Name of consultant: Jonathan Paisner

Name of firm: DeepThink

Website: http://deepthink.nl/

Name of consultant: Maurice Remmé

Name of firm: Digital Lean & Data Advantage

Website: https://www.digitalleandataadvantage.com/

Name of consultant: Bernard Borowski

Name of firm: Ehrlich Consulting Group, Inc.

Website: https://www.ehrlichconsultinggroup.com/

Name of consultant: Allen Ehrlich

Name of firm: Hannes Consulting 

Website: http://www.hannes-consulting.com/

Name of consultant: Berthold Hannes

Name of firm: HRUCKUS

Website: https://hruckus.com/

Name of consultant: Stephen Hrutka

Name of firm: ITeffectivity

Website: https://iteffectivity.com/

Name of consultant: Mary Patry

Name of firm: Kirtland Consulting, LLC

Website: http://www.kirtlandconsulting.com/

Name of consultant: Caroline Taich

Name of firm: M Ryan Group

Website: https://mryangroup.com/

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

Website: https://www.milezero.com/

Name of consultant: Robyn Bolton 

Name of firm: Prana Executive Coaching

Website: http://www.pranaexecutivecoaching.com/

Name of consultant: MaryBeth Sigler

Name of firm: Relevate Advisory, LLC

Website: https://www.revelateadvisory.com/

Name of consultant: Jeff Stinson

Name of firm: Sourcing Advisors Group

Website: https://sourcingadvisorsgroup.com/

Name of consultant: Serge Milman

Name of firm: Sunstone Management Advisors

Website: https://www.sunstonemanagementadvisors.com/

Name of consultant: Joseph M. Rolewicz

Name of firm: Virtido

Website: https://virtido.com/

Name of consultant: Daniel Hasler

Additional Resource: Project List Tips & Templates

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: 2nd St Strategy

Website: https://www.2ndststrategy.com/

Name of consultant: James Agres

Name of firm: Acumen Partners

Website: https://acumenptnrs.com/

Name of consultant: Tony Crandall

Name of firm: Allegro

Website: https://allegro234.net/

Name of consultant: Cristián Saracco

Name of firm: Ambrose Growth

Website: http://ambrosegrowth.com/

Name of consultant: Xavier Lederer

Name of firm: Amquant

Website: https://www.amquant.com/

Name of consultant: Luiz Zorzella

Name of firm: Analytic-Aware LLC

Website: http://analytic-aware.com/

Name of consultant: Adam Ware

Name of firm: Art Logica

Website: http://www.artlogicagroup.com/

Name of consultant: Lilly Liu Minkove

Name of firm: Axon Advisory & Consulting

Website: https://axon.lu/

Name of consultant: Alexandre Castaing

Name of firm: BoxLogic

Website: https://www.box-logic.co.uk/

Name of consultant: Matthew Hopkins

Name of firm: Breuer Partners & Company

Website: https://www.breuerpartners.com/

Name of consultant: Tom Breuer

Name of firm: BXT Group

Website: https://www.bxtgroup.co/

Name of consultant: Jonghun Park

Name of firm: Coda Strategy

Website: https://codastrat.com/

Name of consultant: David Zhao 

Name of firm: Consulting Resource Group

Website: http://www.consultingresourcegroup.com/

Name of consultant: Steven Leitman

Name of firm: Daniel Wiser Consulting

Website: https://axon.lu/

Name of consultant: Daniel Wiser

Name of firm: DAO Researcher

Website: https://daoresearcher.org/

Name of consultant: Laurenz Lenkewitz

Name of firm: DH Corporate Advisory Fze

Website: https://dhcorporateadvisors.com/

Name of consultant: Declan Hayes

Name of firm: Digital Therapeutics Commercialization Consultants

Website: https://www.dtxcc.com/

Name of consultant: Rick Bartels

Name of firm: Dr Ulrich Riedel Consulting

Website: https://www.drulrichriedelconsulting.ch/

Name of consultant: Ulrich Riedel

Name of firm: Emergent Consultants

Website: https://emergentconsultants.com/

Name of consultant: Jesse D. Jacoby

Name of firm: Executive Cyber Risk Consulting

Name of consultant: Nick Shevelyov

Name of firm: Falstad Consulting

Website: http://www.falstadconsulting.com

Name of consultant: Nathan Falstad

Name of firm: FRC Group, Inc.

Website: http://www.frcgrp.com/

Name of consultant: James Schoen

Name of firm: Frequency Partners

Website: http://www.frequency-partners.com/

Name of consultant: Ramon Saravia

Name of firm: Growing Operations Advisors

Website: https://www.growingoperations.com/

Name of consultant: Davide Gronchi

Name of firm: Harinwest

Website: https://harinwest.fi/

Name of consultant: Villepekka Harismaa

Name of firm: Hipertalent

Website: https://hipertalent.com/

Name of consultant: Grantley Morgan

Name of firm: Ideas & Solutions, Inc.

Website: https://www.ideasolutions.com/

Name of consultant: Glen Friedman

Name of firm: in2it

Name of consultant: Mario Caputi

Name of firm: Inward Strategic Consulting

Website: http://www.inwardconsulting.com/

Name of consultant: Allan Steinmetz

Name of firm: IoTco

Website: https://www.iotco.com/

Name of consultant: Mo Abuali

Name of firm: JHL Solutions 

Website: https://www.jhl-solutions.com/

Name of consultant: Juli Lassow

Name of firm: JHL Solutions 

Website: https://www.jhl-solutions.com/

Name of consultant: Juli Lassow

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: Laho Tech

Website: https://www.laho.tech/

Name of consultant: Lars Hoffmann

Name of firm: Lanz

Website: https://lanz.org/en/

Name of consultant: Alex Lanz

Name of firm: LeForce Consulting Services

Website: http://www.leforce-consulting.com/

Name of consultant: Jon Utterback

Name of firm: Magnetic North Strategies

Website: https://magneticnorthstrategies.com/

Name of consultant: Brett Pentz

Name of firm: Marie-Pierre Schickel

Website: https://mpschickel.com/

Name of consultant: Marie-Pierre Schickel

Comments: Especially when you get started, building your website is super helpful in building your positioning. Tough exercise that obliges to put yourself out there, but useful.

Name of firm: Mayfair IT Consultancy

Website: http://www.mayfairitconsultancy.com/

Name of consultant: Asad Ansari 

Name of firm: MindsparQ

Website: https://themindsparq.com/

Name of consultant: Crystal Richards 

Name of firm: New Markets Advisors

Website: http://www.newmarketsadvisors.com/

Name of consultant: Steve Wunker

Name of firm: Oito Management

Website: http://www.oitomanagement.com/

Name of consultant: Flavio Arbex

Name of firm: Organization Builders

Website: http://www.organizationbuilders.com/

Name of consultant: Koen Veltman

Name of firm: Outsight

Website: https://outsight.pt/

Name of consultant: Joana Domingues

Name of firm: Paperclip Consulting

Name of consultant: Will Dougan

Name of firm: Prequate

Website: https://www.prequateadvisory.com/

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: RBB Management Consulting, LLC

Website: https://www.rbbmanagement.com/

Name of consultant: Ryan Burns

Name of firm: Revenue Insight

Website: https://www.revenueinsight.io/

Name of consultant: Barry Witonsky 

Name of firm: ScaleUp Inc

Website: https://scaleupinc.com/

Name of consultant: Marcos Buelvas

Name of firm: Setili & Associates, LLC

Website: http://www.setili.com/

Name of consultant: Amanda Setili

Name of firm: Silicon Valley Mobility

Website: http://siliconvalleymobility.com/

Name of consultant: Sven Beiker

Name of firm: Solutions Design Partners

Name of consultant: Gonzalo Autrique

Name of firm: SPT Consulting

Website: http://www.sptconsult.com/

Name of consultant: Steve Tomlinson

Name of firm: Stratolytics Ltd

Website: https://www.stratolytics.ltd/

Name of consultant: Robert Molnar

Name of firm: Super PPT Designs

Website: https://superpptdesigns.com/

Name of consultant: Guna “Krish” Krishnamohan

Name of firm: Sync Consultants, Inc.

Website: http://www.syncconsultants.com/

Name of consultant: John Lehoczky

Name of firm: The Lilian Raji Agency

Website: https://www.lmrpr.com/

Name of consultant: Lilian Raji

Name of firm: Thompson Marketing Consulting

Website: https://thompsonmarketingconsulting.com

Name of consultant: Angela Thompson

Name of firm: Total Enterprise Consulting & Coaching

Website: http://www.totalenterprisellc.com/

Name of consultant: Kurt Peterson

Name of firm: Trenchant Inc

Website: https://www.trenchantinc.com/

Name of consultant: David J. Hane 

Name of firm: Un Día Extra

Website: https://undiaextra.com/

Name of consultant: Hugo García Morales

Name of firm: VALAG Advisors

Website: https://www.valagadvisors.com/

Name of consultant: Jaime Vazquez

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.

Name of firm: Virtas Partners

Website: https://virtaspartners.com/

Name of consultant: William Smith

Name of firm: Worthmore Strategies

Website: https://worthmorestrategies.com/

Name of consultant: Kathryn Valentine

Name of firm

Website: https://lanz.org/en/

Name of consultant