Running Client Work
Kickoff, weekly updates, and the scripts that keep an engagement calm.
The client update email template (steal this one)
A copy-paste client update email template: five sections, under 200 words, with a filled-in example — and the extraction rules for what stays out.
The scope-creep conversation: four scripts for the conversations you've been avoiding
The four scope-creep patterns most solo consultants hit, with the specific response language for each — without sounding defensive or apologetic.
The five-section Friday update that keeps clients quiet
The weekly update structure that takes 12 minutes, stops anxious client check-ins, and reads as confidence — not the CYA wall-of-text most consultants write.
The first hour after a deal closes: what to ship a new client
Four artifacts to send in the first hour after a client signs — what each one signals, what to skip, and the kickoff trap most consultants fall into.
The client-meeting workflow that turns transcripts into next actions
Pre-brief, debrief, follow-up email — the three artifacts to produce around every meaningful client meeting, in 12 minutes total.