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
