Individual Consulting Package Example

Client brief

  • Busy professional, works long hours and struggles to dedicate enough time to personal admin..

  • In the process of purchasing a house. Will need help creating a framework to project manage the move and renovation plans.

  • Requires assistance with creating a system to help them get on top of managing personal task support such as; purchasing gifts, booking appointments, arranging new phone contracts and setting up automated bill payments.

  • Personal diary needs attention - currently no systems in place to maintain an organised lifestyle.

  • Inbox is full of unwanted mailing lists and no system in place to flag and file important messages.

  • Personal filing systems require a complete overhaul. No idea where anything is saved.

  • Planning 40th birthday - requires assistance with creating an event plan.


How I can help

Week One

  • Together, we will review, analyse and set the foundations for the next six weeks.

  • Set up access to documentation and systems in a secure, shared workspace.

  • Create a bespoke to-do list which will help streamline tasks into a manageable system. We’ll integrate tasks alongside your daily schedule, so you can plan in tandem with work commitments, social events and exercise plans.

Week Two

  • Inbox detox, Sort through emails, set up filing systems and unsubscribe from unwanted mailing lists.

  • Run through the steps for creating a simple, yet effective hard copy and electronic filing system.

Week Three

  • Diary review - together, we’ll create a calendar where all tasks, events and appointments are put in a centralised location. Ensure recurring tasks, reminders and colour coding systems are in place to ensure maximum organisation with minimal stress.

Week Four

  • House move plan - we’ll create a comprehensive programme which covers all aspects of the house move and renovation project. From tracking deadlines, budget management and consolidating ideas - we’ll get you under control and ready to get started!

Week Five

  • Event Planning - together, we’ll create a simple yet effective process to ensure your 40th birthday and any future events are planned and managed seamlessly.

Week Six (Handover)

  • Closing call. Review progress made and ensure you are happy with all the systems and processes we have created.

  • A chance to ask any questions before we come to the end of our six week package.


What I need from you

  • One hour of your time each week, for six weeks.

  • A commitment to achieving the goals set out in our plan

  • Open communication