Solo setup
How to Price Your Consulting Services (Without Leaving Money on the Table)
Stop undercharging. Learn how to set rates that reflect your value, close deals confidently, and build a sustainable fractional practice.
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💼 Advisors
Everything for solo advisors
Turn expertise into a durable solo business.
â—†
Finding and landing clients
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Pricing services without undercharging
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Creating leverage without hiring
The Real Challenges
- !Finding and landing clients
- !Pricing services without undercharging
- !Creating leverage without hiring
What you'll find here
- ✓Client acquisition strategies that work
- ✓Pricing calculators and frameworks
- ✓Service packaging blueprints
Curated Content
Focused guides for advisors
Start here for the fundamentals, then build momentum with practical systems you can apply this week.
Start Here: Solo Setup
Recommended setup sequence: money → offer → delivery systems.
Recommended reading
Solo setup
Packaging Services for Solo Work (Without Overpromising)
A practical framework to turn vague consulting into clear packages: define a narrow outcome, scope it, price it, and communicate boundaries.
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Solo setup
Scoping Projects to Prevent Scope Creep
Scope creep is usually a scoping problem. Use this checklist to define deliverables, inputs, revisions, and change control before the project starts.
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Operations (Contracts, Invoicing, Client Onboarding)•12 min read
Client Onboarding as a Solo: The Minimum Viable Process
A step-by-step client onboarding system from contract signature to first deliverable. The minimum viable process that prevents chaos without adding bureaucracy.
Operations (Contracts, Invoicing, Client Onboarding)•13 min read
Intake Forms That Work: Templates and Best Practices for Solos
Stop winging client kickoffs. Use this intake form template to gather the information you actually need without overwhelming clients.
Operations (Contracts, Invoicing, Client Onboarding)•15 min read
Invoicing Workflow for Solos: When, How, and What to Do When Clients Don't Pay
A practical invoicing system: when to invoice, what tools to use, payment terms that work, and how to follow up on late payments without being awkward.
Legal & Entity Setup•9 min read
How to Choose a Business Entity as a Solo (and Set Up the Basics)
A practical entity comparison for solos: sole prop vs LLC vs S-corp election, plus a decision framework and step-by-step setup checklist.
Legal & Entity Setup•5 min read
Common Legal Mistakes Solos Make (and How to Avoid Them)
The most common legal mistakes solo operators make: scope ambiguity, bad IP terms, messy finances, and missing policies, plus simple fixes.
How to use these resources
Start with one guide, apply one change, then iterate. If you want new posts and resources as we publish them, subscribe below.
Explore Other Paths
Resources for other kinds of solo work