The Real Numbers for a Workflow Improvement Consulting Business: One Workflow, One Paid Diagnostic
The operating rule is simple: never sell a “business transformation,” sell one narrow, observable workflow improvement that can be scoped, delivered, measured, and paid for. This plan builds the full Choose-Validate-Qualify-Sell-Diagnose-Improve-Close sequence, with a Go/Slow/No-Go scorecard, a buyer-pain scoring system, and a cheap-test ladder that caps pre-launch spending at $100–$250 before you ever sign a client.
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Built From Real Numbers
Built around a worked case study — a local HVAC company with leads scattered across phone, web form, and voicemail, taken from a 42 percent same-day-contact baseline to an 80 percent target through a lead log, an escalation rule, and a 30-day scorecard.
Includes the price-floor formula (total project hours × required contribution rate + direct costs), the client-data minimum security standard, and the no-guarantees language every proposal needs before you touch a client's operations.
What's Inside
- Consultant Setup Checklist — pre-first-client requirements
- Go / Slow / No-Go Scorecard — qualification decision tool
- Buyer Pain and Client Readiness scoring worksheets
- Diagnostic Price and Capacity Check calculator
- Paid Diagnostic Scope, SOW, and Change Order templates
- Workflow Map Worksheet and Bottleneck Analysis tool
- Discovery-call scripts, outreach emails, and closing language
- 30-60-90-day launch plan with weekly owner review
