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Guides

Getting hired from a referral, in plain steps.

Short, practical guides for independent experts. Each one stands on its own, whatever tools you use.

Seven guides, in the order a client meets you.

4 min read

What a referred client sees when they Google you, and how to fix it

Someone was told your name and looked you up. Walk through that minute as they do, and fix what they find, in order.

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4 min read

How to answer “Can I pick your brain?” without being rude or working for free

Decide your rule before the next ask, then answer with one of three replies that are warm, clear and not free by accident.

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6 min read

How to turn the people who ask for free into paying clients

Give the people who keep asking one place to ask, put a small price on it, hold one hour a week, and offer a paid one-to-one to whoever needs more. Each step is a small yes.

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4 min read

A one-page client brief template for consultants

Twelve lines that fit on one page and keep an engagement honest from the first call to the last invoice.

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4 min read

How to take a deposit before consulting work starts

Decide the terms, write them in plain words, ask without apologizing, and start the work only when the money has landed.

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5 min read

How to run the kickoff call with a new client

Send a short agenda first, leave the call with five things decided, and send the recap the same day, so the first week starts on what you agreed.

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4 min read

The one link to put in your LinkedIn bio and email signature

What the link should open onto, how to choose the address, and exactly where it goes on LinkedIn and in your signature.

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