For strategy consultants
The strategy is made in a day and kept alive over a year. Sell the offsite as a day with a share up front, then a quarterly review as a package of four that runs for twelve months.
The offsite, then the quarters
Four reviews over a year
Set a row to four sessions, good for twelve months, and the client books each quarterly review from their own page.
The offsite with a share up front
Sell the strategy day with what’s due at booking, and the rest waits on Today until the plan is delivered.
Questions strategy consultants ask
How do strategy consultants charge?
A fixed fee for the offsite and the plan, then a retainer or a set of reviews to keep it moving. Daily rates suit the work least, because the value is in the thinking, not the hours.
How often should a strategy be reviewed?
Every quarter, against the few measures the plan set. Annual reviews catch problems too late to change course.
What should a strategy engagement include?
The preparation, the day itself, the written plan, and the reviews after it. Say how much time between reviews is included.
Your page on the first day
This is the consulting setup, and it’s what your page starts with. Change any of it where it appears.
- Clients can book from tomorrow onward.
- Moving or canceling is free up to 24 hours before.
- There are 15 minutes clear after every session.
- Before booking, your page asks: “What should I read before we talk?”
Your engagement letter opens with this: Advice is given in good faith on the information you share; decisions and outcomes stay yours.
What gets in the way
The offsite goes well, the plan goes in a drawer, and the client calls again in two years.
A strategy day needs a venue, a facilitator and a prepared room, and gets booked like a meeting.
Founders want advice between reviews and expect it to be free.
What it doesn’t do for you
There’s no OKR tracker, no board deck builder and no shared plan document. Keep the plan in the client’s own tools.
Others who start from the same setup
Independent consultants · Fractional executives · Marketing consultants · HR consultants · Startup advisors · Speakers · Bookkeepers · Grant writers · IT consultants · Workshop facilitators · SEO consultants · Corporate trainers · Management consultants · Accountants · Data consultants · Sustainability consultants · Independent recruiters · Cybersecurity consultants · Restaurant consultants · Privacy consultants · AI consultants · E-commerce consultants · Change management consultants · Pricing consultants · Procurement consultants · Customer success consultants · Export consultants · Fundraising consultants · Operations consultants