Worksheets and materials for Atlassian consultants, contractors, and freelancers
For consultants: Here’s the message I sent to clients when I transitioned my company from part time to full time. Use this example to craft your own consulting announcement to share with contacts and colleagues.
For consultants: Consider all the communication needed between you and your client during a project. For each touch point, craft reusable wording to create templates for future use. Use these examples to craft your own.
For consultants: Answer these questions to uncover strengths and determine competitive advantages.
For consultants: Here's a list of the tools and services I love and use to support my consulting business. There’s recommendations for scheduling meetings, invoicing clients, thanking partners, hosting your website, and managing business travel.
For consultants: What administrative work do you need to do to onboard a new client? What information do you need to collect and where should it be stored? Use a checklist to set a standard and ensure you don’t neglect any important steps. Use these examples to craft your own.
For consultants: Sometimes independent contractors lack thorough processes. You need to define and document each service you offer. Here is one Atlassian consulting example and one web development consulting example.