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.