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Free Consulting Tools

Download these useful consulting tools. For how to use them in your business, order a copy of the Australian Consultant's Guide.

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Most of the tools below are Portable Document Format (PDF) files. You will need Adobe® Acrobat® Reader 4.0, free software that lets you view and print PDFs. Download it here.

Invoice template (PDF)
What a consulting invoice looks like.

New! Sample Terms and Conditions (PDF).
Sample terms and conditions for your proposals. Not in any way a legal document, please check it out with your lawyer!

Timesheet (PDF)
To keep track of your consulting time.

Action plan (PDF)
For helping clients get organised.

Client Record Form (PDF)
To understand your client and their personality, tailor your proposals more effectively and remember who's who in the zoo.

Briefing form (PDF)
The key questions to ask when you meet a client for the first time.

Magic Charge Out Formula (Excel)
A set of spreadsheets to work out what you need to charge, to organise your cash flow, your time off and the rest of your business.
If you don't have Excel, download a free Excel 97 File Viewer from here.

Consulting skills checklist (PDF)
A reminder of what you should be able to do as a master consultant.

Personal business plan (PDF)
Work out why you're in the consulting business, how you measure your success and let your future unfold before you.

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Cindy Tonkin on advanced consulting skills.
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Everything to set up your consultancy
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