administrative consultant business success store

Everything you need to set up a SOLID, SUCCESSFUL administrative support business is right here!

You'll find two categories of products here in the Success Store:

1. Practical forms, tools and contract templates to set up your strong business foundations, and

2. Educational guides and systems to help you grow in your business skills, consult with clients, and develop your marketing to become more financially successful.

These products are geared specifically for the administrative support industry, and will save you TONS of time, energy and money in setting up your strong business foundation. Everything you need to know about running a profitable, self-sustaining administrative support business is contained in these comprehensive forms, contract templates and business guides. Plus, everything is delivered to you instantly by email. How great is that? No waiting!

Why buy our contract templates?

Because those freebies you find on the Internet and the generic templates you buy at office supply stores are FULL of legal holes that can cost you dearly! All our contract templates are top quality, having been tightly crafted and honed over 14 years of business success and reviewed by our own business attorney.

Each comes with helpful document instructions and useful explanations to help you better understand legal terminology and be a more successful businessperson.

Plus, you'll save tons of money by having your attorney approve them rather than drafting them from scratch.

Danielle, I just want to say THANK YOU, from the very bottom of my heart

"I am always skeptical about people who want to sell me advice, but you have turned out to be the absolute real deal. When I purchased your business guides (especially the Value Based Pricing Guide!) I had no idea I was buying the key to my future.

I am THRILLED with the value, and the depth and quality of the information and materials you provide. It has already saved me so much time in getting my business off the ground, and secured me nearly 8 TIMES the income I would have gotten without your help!

I will always remember the money I invested in your products as the best money my business ever spent. Without you, I'd be committed to struggling and kowtowing and scraping together a living, and always feeling like I was "less than"...but WITH you, I am feeling more powerful, excited and in control of my earnings, my freedom and my life! You've given me knowledge, insight, and tangible tools to create a business that is so much better than anything I could have envisioned on my own. Danielle, you are the genuine article and you have my eternal gratitude."

Jude Forman Jude Forman, Jude of All Trades

Get started today and speed up your path to success—quickly, easily and confidently!

These products are the absolute best in the industry, the result of over 15 years of tried and true success and profitable business operation. You won't find their caliber anywhere else.

They'll save you a TON of wasted time, money, energy and unnecessary pitfalls in setting up and improving upon your strong business foundation. Not only are they a tax-deductible business expense you can claim on your next return, they're one of the best investments in your business success you will make.


Sets (Your Best Value)

The Whole Shebang Complete Administrative Consultant Biz Success Pack

Word Excel PDF audio & video
21 forms, contract templates and business guides PLUS 8 free bonuses available only with this set

the whole shebang complete administrative consultant biz success pack (SET-03)

EVERYTHING you need to set up the foundation for your solid, successful Administrative Consulting business!

This is our full and complete set that includes EVERYTHING in our store PLUS 8 free bonus products AND you'll save $227. Here's what you get:

  • SET-01 Just the Essentials Administrative Consultant Biz Starter Pack (see Set-01 for product descriptions)
  • SET-02 Design Services Business Pack (see Set-02 for product descriptions)
  • Value-Based Pricing & Packaging Toolkit (GDE-39)
  • Articulating Your Value: How to Craft Your Own Unique and Irresistible Marketing Message to Stand Out, Get Clients and Make More Money (GDE-38)
  • Breaking the Ice: Your Complete, Step-by-Step System to Confidently Lead the Consultation Conversation and Convert All Your Prospects to Retained Clients (GDE-03)
  • 2011 Administrative Consultants Industry Survey (SURV11; 96 pages)

PLUS 8 FREE BONUSES ($179 VALUE):

  • Automated Excel Invoice Template
  • Business Introduction Letter
  • New Client Welcome Kit Guide
  • Referral Kit Guide
  • Website Info Sheet
  • Domain Tracking Sheet
  • Activity & Time Analysis Diagnostic Tool
  • Plush: Red Carpet Strategies for Luxurious Client Care

Here's what Judy Reyes of Reliance Admin had to say about her purchase:

Judy R."The Whole Shebang is a package deal that may seem a bit steep in price, but it's an investment in your business. If you have just been "winging it" as an Admin Consultant, you'll find the tools and instructions will provide a structure for you. Danielle Keister has done a fabulous job sharing her know-how about how to build a thriving Admin Consulting business, and I look forward to using The Whole Shebang as my business develops and grows."

Here's what Elizabeth Bowen of Offsite Savvy had to say about her purchase:

Elizabeth B."By the way - I love The Whole Shebang! The products are excellent and I can't wait to start using them in my business! Thank you again for the excellent content!! You have really changed my paradigm about what is possible for my business!"

$497
($724 value; you SAVE $227)

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Just the Essential Administrative Consultant Business Starter Pack

Word Excel PDF audio & video
12 essential business forms, contract templates and marketing tools PLUS 4 free bonus products available only with this set

just the essentials administrative consultant biz starter pack (SET-01)

Your starter package with all the essentials for setting up the foundation of your solid, successful Administrative Consulting business! Here's what you get:

Administrative Consultant Business Plan Set (FRM-32)

Why did you start your business? What values are important to you? How much money do you need to make? Who are you in business to help? How will you find clients? The Administrative Consultant Business Plan is your roadmap to success, designed to help you answer these questions (and more) and get where you want to go. Many Administrative Consultants really struggle with not knowing where or how to even begin. Well, this business plan is created specifically for you. It's presented with proper outline format and populated with example text, spreadsheets and figures so you can get an idea of what kind of information to develop for your own business. It gets your juices flowing by showing you what you need to think about and where you need to map out processes, establish policies and make decisions. It gets you thinking through all the necessary details of your business so you can create a super strong foundation for your success. Forget stiff, boring and traditional. This is a plan to help you envision what you want for your business—and your life!
Word Excel FULLY CUSTOMIZABLE WORD FORMAT + 4 EXCEL FINANCIAL WORKSHEETS; 18 PAGES. $37 VALUE

Retained Support Agreement (AGR-01)

The Administrative Consultant Retained Support Agreement is the contract to use when working with clients in a retained relationship of monthly support. This comprehensive template covers every aspect of an ongoing, continuous support relationship with clients. Form fields are provided for quick customization., and you can easily add your own logo and branding.
Word FULLY CUSTOMIZABLE WORD FORMAT; 8 PAGES. $9 VALUE

Per-Project Annual Agreement (AGR-02)

The Virtual Assistant Annual Per-Project Agreement is perfect when working with clients on a one-time or occasional project basis throughout the year. Instead of having to go through the whole contract process with every single project, you simply have them sign this terms and conditions agreement once a year to cover your standard policies, terms and conditions. Keep on file and renew annually as needed. You can then work on multiple projects, simply spelling out each project's specs their individual quotes, estimates and invoices without having to sign new individual contracts every time. Cuts down on tons of administrative time. So much easier for you and your clients!
Word FULLY CUSTOMIZABLE WORD FORMAT; 8 PAGES. $9 VALUE

Client Profile Sheet (FRM-06)

Keep all your important client data in one place, collect valuable relationship building info and dates, and remind yourself about sending key client forms. This form will help you continue to get to know your clients and nurture your relationship with them.
Word FULLY CUSTOMIZABLE WORD FORMAT; 4 PAGES. $11 VALUE

Credit Card Authorization Form (AGR-30)

Tired of late payments from clients? Get paid on time every month with the Automatic Credit Card Authorization! This is the form to use to get a client's authorization for you to keep their credit card info on file and automatically process payments due to you. This is really helpful for monthly retained relationships where clients pay you a set fee each month.
Word FULLY CUSTOMIZABLE WORD FORMAT; 4 PAGES. $9 VALUE

Client Feedback Form (FRM-04)

This tool helps you elicit testimonials, create before-and-after case studies, and improve service! What are clients thinking about your skills and service? How well are you meeting their needs and expectations? Are you accomplishing your objectives for working together? This questionnaire gives you the tool to really find out with quantifiable measurements and free-form responses in several key categories. This form will also help you gain referrals, elicit testomonials and create before-and-after case studies--all while better nurturing your relationship with clients. The information this form collects is like gold to your business! Includes helpful tips, ideas and etiquette guidelines for soliciting feedback.
Word FULLY CUSTOMIZABLE WORD FORMAT; 5 PAGES. $9 VALUE

Subcontractor Agreement (AGR-31)

Have subcontractors work for you on occasion? Have them sign this form to help protect your business interests, maintain client confidentiality and protect your intellectual capital and proprietary trade secrets. Includes confidentiality, non-disclosure and non-solicitation provisions to protect those all-important business assets--your clients, intellectual property and proprietary business information and processes.
Word FULLY CUSTOMIZABLE WORD FORMAT; 7 PAGES. $9 VALUE

Client Confidentiality Agreement (AGR-33)

Do you have trade secrets and other proprietary information you want to keep confidential? Have clients sign this form agreeing to protect and not disclose your special systems, processes and other confidential information they may come to know through the course of your work together.
Word FULLY CUSTOMIZABLE WORD FORMAT; 6 PAGES. $9 VALUE

Market Research Phone Survey Template (FRM-05)

Stop the cold-calling! People hate being sold to these days. Instead, take an educational, investigative approach to researching your target market so you can better understand their needs, wants, challenges and goals and where your solutions fit into that picture. You'll gain valuable insight into the minds and needs of your target market while making first contact with them at the same time. Also includes: Informative instructional article on conducting research interviews.
Word FULLY CUSTOMIZABLE WORD FORMAT; 3 PAGES. $9 VALUE

Press Release Writing Kit (FRM-35)

Writing not your strong suit? This template, which uses a simple, effective, proven formula, will make it a snap to get the word out about your business, take advantage of online media outlets and increase your SEO and traffic to your website. Include:

  • Press release template with editable form fields;
  • Press release guidelines and tips;
  • Anatomy of a press release with descriptions and instructions for each;
  • Sample press release;
  • Press release writing resource list; and
  • Excel media list template.

Word Excel
FULLY CUSTOMIZABLE WORD FORMAT WITH EXCEL MEDIA LIST TEMPLATE; 8 PAGES; 27 VALUE

Bookkeeping Set-Up Form (FRM-36)

If you provide bookkeeping in addition to your administrative support, this form will make your life a whole lot easier! It collects all the necessary information you need to set up a company's bookkeeping account, whether it's your business or a client's. It's especially helpful if you use Quickbooks Pro since it asks questions in the same sequence. Once you collect the info, entering the data is a breeze. Comes with protected form fields so you can hand it off to your client to fill-in on their computer and return to you fully completed.
Word FULLY CUSTOMIZABLE WORD FORMAT; 7 PAGES. $19 VALUE

PLUS 4 FREE BONUSES ($57 VALUE):

  • Automated Excel Invoice Template
  • Business Introduction Letter
  • Client Welcome Kit Guide
  • Referral Kit Guide

$97
($214 value; you SAVE $117)

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Pricing Guide

How to Price & Package Your Support Based on Value & Expertise--NOT Selling Hours!

MP3 PDF
2 MP4 Videos + 33 page PDF guide

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value-based pricing & packaging toolkit

How to Price and Package Your Support Based on Value and Expertise--NOT Selling Hours! (GDE-39)

TOSS THOSE TIMESHEETS OUT THE WINDOW once and for all! LEARN how to price more simply and profitably than billing by the hour. Do you feel like the economy is affecting how much clients are willing to pay these days? Do you often have to deal with price shoppers? Are prospective clients scared off once you tell them your hourly rate?

The question on everyone's mind is how to price competitively, yet profitably. You want to attract clients, but you also want to honor yourself and all the skill, expertise and value you bring to the table. You can't be in business to work for free after all!

The old hourly billing model just doesn't work. In this self-study course, I'm going to show you a completely different pricing methodology that will make your service absolutely affordable for just about any budget and infinitely more scalable and attractive to clients. And none of this involves discounting, bargaining or reducing your rates whatsoever. It's called Value-Based Pricing and it will revolutionize your business! And, you'll never have to track and report your time for clients again. (Who wouldn't jump at that chance alone?!)

I'm also going to introduce you to my Administrative Consultant Business Model and show you how to frame your support in innovative ways that stand apart from the crowd. My model gives you much more freedom and flexibility in pricing and creating scalable support packages without discounting your fees or otherwise bargaining with your value. In this class, I'm going to introduce you to some mindshifts and aha moments that are unlike anything you've learned from anyone else in our industry. And you're going to get all the tools you need to start using value-based pricing in your business right away.

In this self-study guide, you'll learn:

  • Why billing by the hour is keeping you from earning well and doing better by your clients;
  • What value-based pricing is and how it will help you market, attract better clients and make more money;
  • How to stop selling time and trading hours for dollars;
  • How to create separate revenue streams for greater earning;
  • How to get away from discounting and bargaining away your value;
  • Different ways you can structure packages based on support and expertise, not hours;
  • Ways to set parameters and create scalable support packages that are much more flexible and customizable without reducing your fee whatsoever;
  • Why clients find this way of offering things infinitely more appealing!

In this toolkit, you get:

  • 2 Video Presentations (Parts 1 & 2)
  • Administrative Consultant's Pricing Primer
  • The 4 Quadrants of Business and Admin Support
  • How to Identify and Define Your Service "Products"
  • Danielle's Administrative Consultant Business Model
  • Pricing Models
  • Value-Based Pricing Ingredients
  • Support Component Exercise Sheet
  • How to Present Your Support Plan Recommendations (with sample)
  • How to Ban the Timesheet Once and For All and What to Give Clients Instead! (with sample)
  • How to Transition Existing Clients to Value-Based Plans (with examples)
  • How to Raise Your Fees
  • Danielle's Profitability Rules for Solopreneur Success
  • Why Client's LOVE this Way of Working Together
  • Recommended Reading List

$147

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Consultation Guide

Complete Client Consultation Process

PDF 33 page PDF guide
MP3
2 MP4 training videos (30 min. each)
MP3
2 MP3 Q&A recordings (60 min each)

PLUS 2 BONUSES:

New Client Welcome Kit Guide

Referral Kit Guide

 

 

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retainer client consultation process

Breaking the Ice: Your Complete, Step-by-Step System to Confidently Lead the Consultation Conversation and Convert Prospects to Retained Clients (GDE-03)

Monthly retained clients are the holy grail for Administrative Consultants. Why? Because it's where the bigger money is. With retained clients, there's less marketing, less administration and more consistent cash flow and regular income. Done right, your business and work become easier to manage, which means you then have more freedom to enjoy the fruits of your labor. You then have more choice in your business and any project work you take on beyond that is gravy.

That said, getting retained clients requires a deeper initial conversation with potential clients. This system, which I developed in my successful practice, walks you step-by-step through the entire process and shows you how to masterfully lead consultation conversations that turn your prospects into retained clients.

COVERS:

  • The consultation process overview.
  • How and when to talk about fees.
  • How to prequalify clients so you expend time on only the most likely prospects.
  • How to prepare for the consultation.
  • What questions to ask.
  • How to follow-up with finesse.
  • What to do next when you get the client and what to do when you don't.
  • ...and a ton more info!

INCLUDES: 33-page self-study guide chock-full of sample language, lists, checklists, diagrams and more! No stone is left unturned. Every single aspect of conducting consultations before, during and after is covered in this guide.

PLUS:

  • 2 MP4 training videos (about 30 minutes each), and
  • 2 MP3 Q&A session audio recordings (about 1 hour each)

YOU'LL ALSO GET 2 FREE BONUSES:

  • New Client Welcome Kit Guide
  • Referral Kit Guide

$67

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Marketing Guide

Articulating Your Value

PDF Word
PDF format with an editable workbook in Word format; 21 pages)

writing your marketing message

Articulating Your Value: How to Craft Your Own Unique and Irresistible Marketing Message to Stand Out, Get Clients and Make More Money! (1-2-3 Plug-n-Play System) (GDE-38)

You know it's important for your marketing message to really resonate with clients and help you stand out in the crowd. The problem is you just don't know where to start or how to write your message so that your marketing copy doesn't sound exactly like every other website out there.

If your website content is following the same boring, generic and (most importantly) ineffective industry script that EVERYONE else is using (which, by the way, is one of the biggest complaints I hear all the time from clients), you NEED this guide!

Articulating Your Value walks you through, step-by-step, on what to say and how to say it. As you go through the simple 1-2-3 system, you will create your own UNIQUE website and marketing content and a value proposition that really resonates with your target market!

You'll gain a deeper clarity and understanding of exactly what it is you really offer to your clients and your value to them. (Hint: clients don't buy services, they buy solutions). Exercises included in the workbook walk you step-by-step through the process of crafting your own unique value statement, one that will have more attractive, tangible meaning to your prospective clients and have you standing heads and tails uniquely above the crowd.

COVERS:

  • Getting clear about the business you're in (because if you don't know yourself, you are confusing clients as well).
  • Identifying your target market.
  • Profiling your ideal client.
  • Defining your value and creating your unique marketing message.
  • Understanding value-billing and value-billing methodologies.
  • Practical applications and packaging it all up.

BONUS: Articulating Your Value Exercise Workbook (in Word format).

$67

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Web Design Biz Forms

Complete Design Biz Pack

Word Excel PDF audio & video
All 6 design business forms and contracts PLUS 2 free bonus products available only with this set

complete design forms & contracts biz pack (SET-02)

Includes all 6 Web Design/Graphic Design/Desktop Publishing forms and contracts PLUS 2 FREE bonuses. Here's what you get:

Web Design Agreement (AGR-20)

A comprehensive legal agreement covering all aspects of working on a single web design project. Form fields are provided for easy data customization, and you can easily add your own logo and branding.
Word FULLY CUSTOMIZABLE WORD FORMAT; 8 PAGES. $9 VALUE

Web & Graphic Design Annual Per-Project Agreement (AGR-21)

This terms and conditions agreement is perfect when you do several web or other design projects for a client throughout the year. Simply have them sign this agreement once a year and you won't have to sign new contracts every time a project comes up. Saves you both on administration and allows you to get to work (and be paid) faster.
Word FULLY CUSTOMIZABLE WORD FORMAT; 8 PAGES. $9 VALUE

Web Design Planning Questionnaire (AGR-22)

Web design is a multi-faceted job that incorporates a host of disciplines including design principles, marketing, research, technical implementation, copywriting and even psychology. Without proper planning and eliciting of the information you need from clients, a proper job simply cannot be accomplished for the client. This questionnaire gives you that tool.
Word FULLY CUSTOMIZABLE WORD FORMAT; 10 PAGES. $27 VALUE

Web Design Feedback Form (AGR-23)

What are clients thinking about your web design and customer service skills? This questionnaire gives you the tool to really find out with quantifiable measurements and free-form responses in several key categories with special space provided for testimonials and referrals.
Word FULLY CUSTOMIZABLE WORD FORMAT; 5 PAGES. $9 VALUE

Graphic Design & Desktop Publishing Feedback Form (AGR-24)

What are clients thinking about your print media or graphic design work and customer services skills? This questionnaire gives you the tool to really find out with quantifiable measurements and free-form responses in several key categories with special space provided for testimonials and referrals.
Word FULLY CUSTOMIZABLE WORD FORMAT; 5 PAGES. $9 VALUE

Website Maintenance Retainer Agreement (AGR-25)

Don't miss out on additional revenue streams in your business! The Web Site Maintenance Retainer Agreement is the template to use when clients want to hire you to perform ongoing monthly site maintenance work.
Word FULLY CUSTOMIZABLE WORD FORMAT; 8 PAGES. $9 VALUE

PLUS 2 FREE BONUSES ($18 VALUE):

Website Info Sheet Word

Domain Tracking Sheet Word

$47
($90 value; you SAVE $43)

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