12 carousel outlines
Every slide is filled in with a written example. Swap in your topic and your own numbers.
01Step by step guide
8 slidesTeach a process your audience needs, one step per slide.
- How to write a case study in 6 steps
A simple process I use with every client. No design skills needed.
- Step 1: Pick one result
Choose a single outcome, like fewer missed payments. One clear result beats five vague ones.
- Step 2: Start with the problem
Describe what life was like before. Use the client's words from your first call if you can.
- Step 3: Show what you tried
Readers trust you more when they see the wrong turns too. One or two is enough.
- Step 4: Name the change
What did you actually do? Keep it concrete: a new process, a new page, a new rule.
- Step 5: Share the result
Use a number if you have one. If not, a short quote from the client works well.
- Step 6: End with the lesson
What should the reader take away for their own work? One sentence.
- Save this for your next case study
Follow for more on winning clients with the work you already did.
Caption for the postMost experts have great results and no case studies.
Not because they are lazy. Because a blank page is hard.
Here is the 6 step process I use with every client. It takes about an hour, and you can do it from your old call notes.
Save it for the next time a project wraps up.
02Mistakes to avoid
9 slidesWarn people about common errors in your field and what to do instead.
- 7 mistakes new consultants make
I made all of them in my first year. Here is what to do instead.
- 1. Saying yes to everything
Every yes takes time from the work you want. Pick one problem you solve best.
- 2. Pricing by the hour
Getting faster should not cut your pay. Price the result, not the time.
- 3. No written scope
One page with the goal, the deliverables and the date saves weeks of arguing.
- 4. Waiting to be found
Clients do not find you by chance. Reach out to 5 people a week.
- 5. Skipping the kickoff call
The first call sets the tone. Spend an hour on it and ask more than you talk.
- 6. Not asking for referrals
Ask right after a win, while the client is happiest. Most will say yes.
- 7. Working without a pipeline
Keep selling while you are busy. The quiet month always comes.
- Follow for more on consulting
Which of these have you made? Tell me in the comments.
Caption for the postMy first year as a consultant was busy and broke at the same time.
Looking back, it came down to 7 mistakes. None of them were about skill. All of them were about how I ran the business.
If you are in year one, this list might save you a few months.
03Before and after
9 slidesShow a clear change from a weak version to a strong one.
- Fixing a weak LinkedIn headline
Same person, same skills. One small rewrite changed who reached out.
- Before
"Marketing professional | Passionate about growth | Coffee lover"
- What is wrong with it
It says what she is, not who she helps. It could belong to a thousand people.
- Step 1: Name who you help
Maya works with small clinics. That goes first.
- Step 2: Name the result
Clinics hire her to fill empty appointment slots. That goes second.
- Step 3: Add proof
She has helped 30 clinics. A short number makes it believable.
- After
"I help small clinics fill empty appointment slots | 30 clinics so far"
- What changed
Within a month, 4 clinic owners messaged her. Before, it was mostly recruiters.
- Save this for your own headline
Who you help, the result, and one piece of proof. That is the whole formula.
Caption for the postYour headline is the first thing people read, and most of them say nothing.
Here is a before and after from a marketer who works with clinics. Same person, same skills, one rewrite.
The formula is simple: who you help, the result they get, and one piece of proof. Try it on yours today.
04Framework explainer
8 slidesTeach a simple model you use, one part per slide.
- The 3 bucket content plan
How I plan a month of posts in 30 minutes.
- Why most plans fail
They start with topics. Topics are endless, so you never pick one.
- Bucket 1: Teach
Show how to do one thing well. Example: how I write a proposal in 20 minutes.
- Bucket 2: Prove
Share a result or a story. Example: how a client cut their no shows in half.
- Bucket 3: Share a view
Say what you believe about your field. Example: why I stopped doing free audits.
- How to use it
Each week, write one post from each bucket. That is 12 posts a month.
- Where it helps most
When you have ideas but no rhythm. The buckets give each week a shape.
- Follow for more on content planning
Try it for one month and tell me which bucket works best for you.
Caption for the postI used to sit down to plan content and walk away with nothing.
The problem was not ideas. It was too many ideas and no shape.
Now I use 3 buckets: teach, prove, share a view. One post from each, every week. It takes me about 30 minutes to plan a whole month.
Give people a list they can run before an important task.
- Before you hit send on a proposal
The 7 point checklist I run every single time.
- 1. Their problem comes first
The opening line uses their words, not mine.
- 2. One clear price
No menu of options. One price, one optional add on.
- 3. A real start date
Checked against my calendar before I promise it.
- 4. What is not included
One line that prevents most arguments later.
- 5. A clear next step
"Reply yes and I will send the invoice" beats "let me know your thoughts."
- 6. Read it out loud
You hear mistakes you cannot see on the screen.
- 7. Sleep on it if you can
A fresh read the next morning catches the last few issues.
- Save this for your next proposal
Follow for more on winning client work.
Caption for the postI once lost a deal over a typo in the price.
Since then, every proposal I send goes through the same 7 checks. It takes 10 minutes and it has saved me more than once.
Save this and run it before your next one.
Correct common beliefs in your field with what you have seen.
- 5 myths about starting a newsletter
What I believed before I started, and what actually happened.
- Myth: You need a big audience first
Fact: I started with 40 people. Most were old coworkers. That was enough to learn.
- Myth: You must send every day
Fact: I send once a week. Readers told me they like that it does not pile up.
- Myth: It has to look fancy
Fact: My plain text emails get more replies than my designed ones ever did.
- Myth: Nobody reads email anymore
Fact: My readers reply, forward and book calls. The right people read it.
- Myth: You need to sell right away
Fact: I sent 20 issues before my first offer. By then people trusted me.
- The real rule
Show up every week with something useful. The rest you can figure out as you go.
- Follow for more on writing online
Thinking about starting one? Tell me what is stopping you.
Caption for the postI put off starting a newsletter for 2 years.
I thought I needed a big audience, a nice design and something to sell. I needed none of that.
Here are the 5 myths that kept me stuck, and what I learned once I finally hit send.
Tell the story of one client result from problem to outcome.
- How a dental clinic cut no shows in half
A small fix, in 6 weeks, with no new software.
- The problem
Brightline Dental had about 20 missed appointments a month. Each one was an empty chair.
- What they had tried
Reminder calls the day before. Staff hated making them and patients rarely answered.
- What we found
Most no shows were booked more than 3 weeks out. People simply forgot.
- Change 1: Two reminders
A text one week before and one the day before, sent by the booking system they already had.
- Change 2: Easy rebooking
Each text had a simple reply option: 1 to confirm, 2 to move it.
- The result
Missed appointments dropped from about 20 a month to 9. Staff stopped making reminder calls.
- The lesson
Before you buy a new tool, check what the one you have can already do.
- Follow for more on running a clinic
I share one real fix like this every week.
Caption for the postBrightline Dental was losing about 20 appointments a month to no shows.
They thought they needed new software. They did not.
In 6 weeks, with the booking system they already paid for, we cut missed appointments in half. Here is exactly what changed.
Show how you work, so clients know what to expect.
- How I run a brand project
Every step, from first call to handoff. 4 weeks total.
- Week 0: The first call
One hour. I ask about your customers, not your logo. Most answers show up here.
- Week 1: Research
I talk to 5 of your customers and read your reviews. I send a one page summary.
- Week 2: Direction
Two clear directions, each on one page. You pick one, or we mix them.
- Week 3: Build
Logo, colors, type and a short guide. Two rounds of changes included.
- Week 4: Handoff
All files, a 30 minute walkthrough, and a one page cheat sheet for your team.
- What I will not do
Work without research, or show 10 logo options. More options make worse choices.
- Save this if you are hiring a designer
Ask any designer to walk you through their process. It tells you a lot.
Caption for the postMost people hire a designer without knowing what happens next.
That is how projects drift for months.
Here is exactly how I run a brand project, week by week. Even if you never hire me, use it to ask better questions of whoever you do hire.
Share the setup you use to do your work, and why.
- My whole business runs on 6 tools
A solo consultant setup that costs less than $60 a month.
- 1. Notes app
One note per client. I can search years of calls in seconds.
- 2. Booking link
Clients pick a time. It saves me about 3 emails for every meeting.
- 3. Shared docs
Proposals, reports and plans. Clients comment right on the page.
- 4. Bank invoicing
I send bills from the same place the money lands. One less login.
- 5. Simple task list
Today, this week, later. I tried big boards and spent more time moving cards.
- 6. Paper notebook
For thinking. I sketch first and type the clean version later.
- My rule for new tools
If I cannot explain why I need it in one sentence, it goes.
- Follow for more on running a lean business
What is one tool you could not work without?
Caption for the postPeople ask what software I use to run my consulting business.
The honest answer is: very little.
Six plain tools, under $60 a month, and one rule for adding anything new. Nothing here is clever, and that is why it keeps working. Here is the full setup.
10Lessons from a year
10 slidesLook back on a year of work and share what it taught you.
- 8 lessons from my first year in business
What went right, what went wrong, and what I would repeat.
- 1. The first client is a friend
Mine was an old coworker. Start with people who already trust you.
- 2. Write it down
Every scope, every price, every date. Memory is a bad contract.
- 3. Raise prices sooner
I waited 10 months. Nobody left when I finally did.
- 4. Quiet months happen
I had two. Save 3 months of costs so a slow month is not a crisis.
- 5. Referrals come from asking
My happiest clients did not refer me until I asked.
- 6. Say no more often
The projects I said no to made room for the ones I wanted.
- 7. Rest is part of the work
My worst decisions all came in weeks with no days off.
- 8. It gets easier
Month 12 felt nothing like month 1. Keep going.
- Save this for your first year
Follow for more on building a small business.
Caption for the postOne year ago I left my job to start a small consulting business.
It was harder than I expected in some ways and easier in others.
Here are 8 lessons from the first 12 months. If you are thinking about making the jump, I hope a few of them help.
11How to choose X
9 slidesHelp people make a decision with clear criteria.
- How to choose a bookkeeper
6 questions to ask before you hand over your books.
- 1. Who do you work with?
Pick someone who knows your type of business. A cafe and an agency have very different books.
- 2. How often will we talk?
Monthly is common. You want a short check in, not just a report in your inbox.
- 3. What do you need from me?
Good bookkeepers tell you exactly what to send and when.
- 4. How do you price?
A flat monthly fee is easier to plan for than hourly billing.
- 5. What happens at tax time?
Ask if they work with your accountant or hand off a clean package.
- 6. Can I talk to a client?
A good bookkeeper will happily connect you with one.
- Red flag
They cannot explain your own numbers back to you in plain words.
- Save this for when you are hiring
Follow for more on money for small business owners.
Caption for the postHiring a bookkeeper is one of the best things a small business owner can do.
Hiring the wrong one is one of the most painful.
These are the 6 questions I tell every client to ask before handing over their books, plus one red flag to watch for.
12One idea explained visually
9 slidesTake one idea and explain it slowly, one piece per slide.
- The one page plan
Why your plan should fit on a single page, and how to write one.
- The problem
Long plans get written once and never opened again.
- The idea
If it does not fit on one page, you have not decided what matters yet.
- Line 1: The goal
One sentence. Example: 10 new clients by the end of June.
- Line 2: The 3 bets
The three things you will try. Example: referrals, one talk a month, a weekly post.
- Line 3: The weekly check
One number you look at every Friday. Example: calls booked.
- Line 4: What you will stop
Something you drop to make room. Example: the monthly networking lunch.
- Why it works
You can read it in a minute, so you actually read it every week.
- Save this and write yours today
Follow for more on simple planning for small teams.
Caption for the postEvery plan I wrote as a new founder was 20 pages long.
I never opened any of them a second time.
Now every plan I make fits on one page: a goal, three bets, one number to check, and one thing to stop. Here is how to write yours.