Business / Management Consultants Starter Kit Companion
Use the business Starter Kit Companion to set up, organize, track, and periodically review the documents included in the profession-specific kit.
Follow the included documents in order, personalize the reusable masters, organize each client folder, and track preparation, use, and filing.
- Business & Management Consulting Agreement
- Business Diagnostic & Discovery Intake
- Recommendations & Implementation Roadmap
- Consulting Recommendation & Scope Approval
- Consulting Scope & Advisory Limitations
- Consulting Milestone & Review Checklist
- Stakeholder Decision & Recommendation Log
- Consulting Engagement Issue Report
- Business Consulting Client Invoice
- Consulting Engagement Estimate & Proposal
- Consulting Service Payment Receipt
- Consulting Expense Reimbursement Form