How to Use This Worksheet:
This isn’t just a checklist — it’s the foundation of your next chapter.
Replace all italicized words with your own answers to create a plan that’s truly yours.
As you complete each task, check it off to track your momentum.
At the end of the month, review what worked, where you grew, and what you can double down on.
Every step you take here is a step closer to your freedom.
👉 Ready to keep building?
Week 1: Foundation + Mindset
Shift from "employee thinking" to "solution provider thinking"
Identify 3 issues in the workplace that could solve another companies problems
- Issue 1
- Issue 2
- Issue 3
List your core skills (technical + soft skills)
Technical Skills
- Skill 1
- Skill 2
- Skill 3
- Skill 4
- Skill 5
Soft Skills
- Skill 1
- Skill 2
- Skill 3
- Skill 4
- Skill 5
Identify 3 industries you can help immediately and that you are interested in working with
- Industry 1
- Industry 2
- Industry 3
Choose a consulting business name (can be your name for now)
Set up a basic professional email address (not Gmail)
Week 2: Package + Position
Create 1–2 clear service offers (What problem do you solve? What pain point are you solving for a client?)
- Problem 1
- Problem 2
Draft a simple services page (Google Doc or Notion is fine)
Build a one-page portfolio or "proof page" (past projects, testimonials, demos)
Choose a starting rate (hourly or project-based)
- Hourly Rate
- Project-Based (Determine what type of projects you are comfortable completing)
Write a short "About Me" intro for cold emails and social media profiles
- Intro for Cold Emails
- LinkedIn Bio
- Freelancing Workpages (UpWork, Fiverr, etc)
Week 3: Client Hunting + Outreach
Identify 10 companies, startups, or solopreneurs you could help
Contact Name | Company, Start Up, Solopreneur | Outreach Platform | |
1. | |||
2. | |||
3. | |||
4. | |||
5. | |||
6. | |||
7. | |||
8. | |||
9. | |||
10. |
Send 5–10 personalized outreach messages (email, LinkedIn, Instagram)
- In the table above notate which platform you reached out on
Post 1–2 times a week about your expertise on LinkedIn or Instagram
Join 2–3 online communities where your clients hang out (Slack groups, subreddits, forums)
Week 4: Build Delivery Systems
Set up basic project templates (onboarding doc, delivery timeline, invoicing template)
Choose tools for client work (Zoom, Notion, Slack, Trello, etc.)
Learn how to write simple, clear proposals (2 pages max)
Build an FAQ or "How I Work" sheet to streamline client questions
Review your first month: What worked? What needs tweaking?
✨ Bonus Moves
Sign your first client (even small projects are momentum)
Start a client waitlist if needed
Reinvest first income into better tools, branding, or coaching
Celebrate — you've taken control of your career!