4 Simple Sales Assets

As a fractional or independent consultant, it’s tempting to create every sales asset under the sun decks, case studies, one-pagers, pricing guides…

But most of it is just noise.

Here’s what you actually need to land and grow consulting clients:

1. Discovery Deck

Not to pitch. To guide and to learn

Use it to structure your first client conversation. Uncover their challenges by leveraging common challenges you see, show how you work, and clarify next steps. Keep it light.

This is NOT about you, it’s a guide to build trust through understanding them.

2. A Simple Proposal

Don’t send a quote. Send a decision-making tool.

Outline what you’ve learned, how you can help, and give 2 pricing options: one within budget, one showing how the relationship could grow. Add a basic timeline if implementation is needed.

3. Answer the common questions Doc (FAQ)

Think of this as your “what they’ll ask after the meeting” cheat sheet.

Have clear, confident answers ready for questions about price, availability, process, and common objections. Always end with a question: “How does that sound to you?”

4. Referral Blurb

The easiest way to grow is still word-of-mouth.

When someone offers to connect you with a potential client, don’t send a resume or website link. Send a short blurb that explains how you help, who you help, and why it matters right now.

That’s it.

Four simple tools that let you sell without turning yourself into a part-time marketer.

If you’re spending more time building materials than closing deals, it’s time to simplify.

Need a starting point? I’ve got templates for each of these. Just reply with “materials” and I’ll send them your way.