The documents this system covers
This is the operating set for a consultant who sells projects. It covers discovery, the proposal, and the statement of work. Inside: question banks, templates, AI prompts, and a clause bank. The clause bank exists to protect scope and margin, so the work you quoted is the work you deliver.
Discovery comes first. The question banks keep the opening calls from turning into unpaid consulting. The proposal templates turn what you heard into an offer with a boundary. The SOW is the page you can point at when the work grows. The prompts help you draft and tighten those documents. They do not pick the number you are willing to live with. You do.
What you can run before you send anything
- Statement of work template when you need a page you can fill in today. The paid system adds discovery questions, prompts, and the clause bank.
- Consultant Rate Calculator before you quote. How much to charge as a consultant walks through the same formula.
- Proposal Margin Protector before you send.
- Consultant SOW Generator to get the shape of the work, and the exclusions, onto a page.
Use the free tools to pressure-test the money and the boundary. Use the system when you need the questions, the templates, the prompts, and the clauses in one place.
Price starts at $9 on Gumroad.