Client Intake: What You Offer

What this workflow covers

A short intake workflow that helps you describe your consulting services, the outcomes you deliver, and how you structure and price your work — so your consultant arrives at your meeting ready to help you sharpen and position your offer. Also covers your investment budget for practice infrastructure. Takes about 10–15 minutes.

Step outline

1. 1

   Welcome

   In this step, the goal is to welcome the user and collect their name and email before any substantive questions begin. Do not ask about services, pricing, or offers until name and email are captured.

   - Name: User provides their first and last name. - Email: User provides their email address.

2. 2

   Your Services

   In this step, the goal is for the user to describe what they actually do for clients as a consultant. Help them articulate the types of engagements they take on, what a client hires them to do, and how that work is delivered. If they are still defining their services, help them think through it from their expertise and past experience — what kinds of problems have they solved, what work comes naturally to them, and what they've been asked to help with informally.

   - Services offered: User describes what they do for clients — the types of work, expertise, or problems they solve. - Engagement type: User describes how the work is typically delivered — projects, retainers, workshops, advisory, etc. - Ideal scope: User describes what a typical engagement looks like — duration, intensity, what the client gets.

3. 3

   Outcomes & Value

   In this step, the goal is for the user to describe the outcomes a client gets from working with them and the core value they deliver. Help them think beyond deliverables to real results: what is different for the client after the engagement? What problem is solved, what risk is reduced, what opportunity is unlocked? If they struggle to articulate this, help them work backwards from their experience — what outcomes have they produced in their career that others valued most?

   - Primary outcome: User describes the main result a client gets from working with them. - Problem solved: User describes the core pain point or challenge their work addresses. - Who benefits: User describes who inside an organization feels the value of their work most directly (e.g., CMO, department heads, frontline physicians).

4. 4

   Pricing & Model

   In this step, the goal is for the user to share how they plan to charge for their work and any initial thinking on rates and investment. This does not need to be final — even rough thoughts help the consultant prepare recommendations. Also ask how much the user is willing to invest in practice infrastructure. Help them think through pricing models and what feels right for their type of work.

   - Pricing model: User describes how they plan to charge (retainer, project-based, daily rate, advisory fee, etc.) or says not yet decided. - Rate range: User describes any initial thinking on rates, even a rough ballpark, or says unknown. - Investment budget: User describes how much they are willing to invest to build out the practice infrastructure (website, tools, marketing) — a rough range is fine.

5. 5

   Your Summary

   In this step, the goal is to synthesize all prior answers into a clear, structured services and offer brief the consultant can review before the meeting. Present the full summary in chat first, then ask the user to confirm it is accurate before saving.

   - Summary review: User reviews the synthesized summary of their services, outcomes, and pricing answers. - Summary approval: User confirms the summary is accurate and ready to save.