Boutique Consulting Playbook

Scaling a consulting firm, From 1 -> 500 Employees

What is a Consulting Playbook?

A clean, beautiful Notion-based playbook that helps consulting firms founders, solo practitioners to scale.

Consulting firms need to get off the treadmill of exhaustion and have a structured journey where partners grow the firm and develop stronger client relationships. Our playbook comes with actionable insights and step-by-step guides from Top Notch consultants Ex-Mckinsey, Ex-EY, and Ex-BCG, who have scaled firms.

It's a good fit

Successful Solo consultants/freelancers looking to spread their wings and set up a full consulting practice.
Senior Partners/MDs from Boutique consulting firms, planning to pass on the baton to the younger generation or junior partners and not risk it all!
For consulting firms and partners /founders seeking to bring a growth culture without the chaos.

What does the Consulting Playbook cover?

Service Footprint:
Demand Creation
Industry Primers
Client Acquisition
ICP and TCA
Client Onboarding
Quadrants:
Engagement Harvesting:
Sprints & Squads:
Business Engagement
Competency Lineage
L Shape Skill
Cross Skilling Map
Capability Lineage
Service Blueprinting
Hiring Span & Control
Governance
Evergreening
Value Pyramid Communication
Engagement Closure
Trail Hack-Repeat
Boutique Consulting Crowd

Plug and Play Tools/Templates

Lead Magnets
Ideal Client Profiler
TL-CL Heatmap
ServiceBlueprint
Win Loss Matrix
Win-Theme Pallets
Contract Share
Fishing Line
3 Tier Matrix
Service Blueprint
Client Onboarding Checklist
Industry Primer Templates
Client Redbooks
Pocket Diligence Flashcards
Market Maps
Business Engagement Survey
DoA
Revenue Concentration Template
Service line lineage breakdown
DSO
Pricing Evolution Ladder Template
Productivity Assessment Map
FFA Template
R/O Map
Account Sandbox
Quarterly Growth Cards
Annual Plan
Account Stakeholder Map
Competency lineage Graph
Capability Incubation Model
Upskill Cross-skill Quotient
Pitch Caselet
Case Study Template
Engagement Modeler
3 Tier Matrix
Resource Loading Sheet
Margin Contribution Model
Deal Runway Model
Conversion Funnel Map
Growth-Share Matrix
7 Sigma Flashcards
Swimlane Matrix
Revenue Leading Indicators
Hooks and Handlers
Business Case Template
Consulting Event Modeler
Business-IT Analyzer
TCO Model
Evergreening Checklist
General Contractor Model
Icebreaker Map
Daily Standup
Parking Lot matrix
Affinity Modeler
RCA Template
Backlog Minimizer
Empathy maps
Business Canvas Excel
Persona Maps
L3 Process Map
Value Chain Map
RACI Matrix
GTM Highlighter
Conversion Funnels
Quick Retro
Digital Roadmap Builder
Pyramid Communique Template
High-velocity converter
Unit Economics modeler
Bid Summary
Wrap-up Memo
Harvesting Checklist
Lead Generation Personas
Competitive Landscape Map
Campaign Creator
Social Channel matrix
Events and Training Map
SIPOC
Publishing Benchmarker
Social media asset monetization

Not all templates will be needed every day but at least know what you know and what you don't.

What you can do

Activate the growth plan with Step by Step Guide
Customize your ready-made consulting dashboard
Demand creation strategies in a digital age to win new engagements
Document your growth plan, discussions, and upcoming offerings
22 sections with a detailed approach
Digital tools and frameworks in line with the latest in the consulting industry
Track important dates and milestones for the phase-wise transformation of your consulting firm
Share your Insights through a joint consulting playbook
80 tools and templates Maintain principles and SOP protocols, cadences, and dashboards that guide you
Jumpstart your consulting firm

What types of firms would find it extremely valuable?

Business Management & Strategy
Market Research and Analytics
Technology and digital/Web/Social Media consulting
Accounting/CFA/CA firms and financial services
Audit/Cybersecurity consulting firms
Public relation Consulting

What type of firms would NOT find value

Advertising firms
Legal services and Law firms
Real Estate or Broker Agencies

What we help you with

Win more projects from more clients at higher prices and delivery with less effort. That's the outcome every consulting firm and solo practitioner is chasing. However, most partners and consultants have stories of how quickly scale ran into chaos.

That is where we come in!

3 Levers of our Playbook

Harmonization

Playbook provides an actionable step-by-step approach and plug-and-play templates for scaling a consulting firm. Through bond-strengthening collaboration, tools, digital models, fishing lines, and systems our playbook will ensure that your Ultra fast track growth is harmonized.

Revenue Generation

Plenty of firms can solve clients’ problems. What separates successful consulting firms from the pack is their ability to win recurring business. Our playbook creates more revenue generators in your consulting staff, and transforms your current rainmakers into rock stars.

Sustained Growth

Our playbook weaves the latest best practices into actionable delivery intelligence for your consulting firm delivering the sustained, flexible lifestyle that partners and consultants deserve. Our 22 sub-category excellence playbooks will help you shape your firm’s strategy, systems, and structure to maximize your rewards.

What is included?

22 Sub-playbooks from running to scaling a consulting firm
Plug and Play Over 100+ templates and framework/reporting dashboards specifically designed for consulting
How-to-guide on setting up widgets (included in template)

Help and references

Read the full article on the history of consulting here from why you should keep a relationship journal here: https://consultingquest.com/insights/8-stages-history-of-consulting/

For any feedback or problems regarding your purchase, kindly email us at mckinsey4u@gmail.com

Do you want to be our affiliate?

Playbook has sold consulting transformation playbooks and digital products to over 600 consultants in the past 8 months. We're growing quickly and if you need any specific help to chart your consulting growth story, please drop a line at mckinsey4u@gmail.com

Need specific help?

Get our Ex-BCG/ Ex-Mckinsey/Ex-EY consulting squad to help you grow your consulting firm. Drop a line to mcksiney4y@gmail.com

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