<aside> 🚀 Consulting Practice SOP Manual. 40 standard operating procedures covering every rhythm of a solo consulting practice — from Monday pipeline reviews to annual planning.

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💰 Business Development

Cold Outreach Batch

Diagnostic Call Prep Routine

Follow-Up Sequence Activation

Referral and Partnership Campaign

Weekly Pipeline Review

📝 Proposals & Pricing

Change Order Management

Competitive Win/Loss Debrief

Fee Review and Adjustment

Proposal-to-Engagement Pipeline

Retainer Renewal Process

🤝 Client Onboarding

Engagement Kickoff Prep

New Client Intake Process

Onboarding Retrospective

Quick-Win Sprint

Stakeholder Alignment Check

🎯 Client Delivery & Prep

Client Session Cycle

Deliverable Production Process

Engagement Milestone Close-Out

Mid-Engagement Review

Weekly Progress Reporting

💬 Client Communication

Client Offboarding Process

Difficult Conversation Preparation

Late Payment Collection

Project Pause Protocol

Re-Engagement Outreach

📣 Content & Visibility

Case Study Capture

Content Publishing Rhythm

LinkedIn Profile Quarterly Refresh

Newsletter Production

Speaking Pipeline Development

⚙️ Operations & Admin

Capacity Planning Update

Meeting Optimization Audit

Monthly Financial Review

Process Improvement Sprint

Quarterly Business Review Prep

🧭 Practice Strategy

Annual Planning Process

Exit Readiness Check

Ideal Client Profile Review

Offer Suite Evaluation

Quarterly Practice Health Check

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