Welcome to my Premium Resource Center 💎

The Premium Resource Center is my gift to you, a vault full of articles, summaries, references, primers, manuals, videos, interviews, downloadables, and more on marketing and growing your business.

This is vital information for you if you are a service provider, founder or solo consultant. You’re about to unpack a wealth of information, resources, and knowledge to help you grow your business.

Questions? Found something broken? Have a question? You can always email me (Kai) directly at kai@kaidavis.com.

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Premium Resources

The Independent Consulting Manual (Free!)

The Independent Consulting Manual has all you need to know about building a successful high-profit consulting practice that fits the life you want.

Whether you’re just starting out as a freelancer, running a small agency, or even just using consulting to fund a SaaS business, the Independent Consulting Manual has what you need to know to build and grow a successful consulting business. A roundtable of expert authors, all of whom have built six-figure consultancies in the last five years, share the lessons they learned and what you need to know to succeed.

Make Money Online

Make Money Online is my (now retired) business podcast that I hosted with my friend nickd. You should listen to it; it’s a great podcast about the reality of running a solo business as an internet creator.

The Ultimate Guide To Client Testimonials

Do you want to learn how to get your clients to write you a great testimonial? Inside this resource, you’ll learn the questions to ask, process to follow, and what to do if the client drags their feet.

(Co-Written by Meg Cumby, who helps service professionals, agencies, and independent consultants get social proof without the awkwardness.)

Proposal Template for Solo Consultants

Get the template I use and start with on all of my proposals (when I’m not doing a roadmapping project). This template is great for custom projects, productized services, or value-based proposals.

Pipedrive Sales CRM 30 Day Gold Trial ($60 Value)

If you need a Sales CRM to track your leads, deals, pipeline, and contacts, I strongly recommend Pipedrive. Pipedrive is what I use in my own businesses and Pipedrive is an excellent way to:

Track your ongoing deals
Manage your relationships with your contacts
Remember who to follow-up with, when, and why
Know exactly what activities to take each month to reach your goals (https://kaidavis.com/activity-based-selling/)

You can sign up for Pipedrive here:

30 Day Professional Trial – $60 value (Affiliate Link): https://kaidavis.com/loves/pipedrive/

Free Email Courses!

Here are a few of the free email courses I’ve created.

Client Intake Cheat Sheet – You’ll learn how to create a client intake process that saves you time and headache.
Free Email Outreach Course – You’ll learn the secret behind writing emails that builds a relationship with the person you’re emailing (and focus on them, instead of you).
Learn how to get POWERFUL client testimonials – In The Ultimate Guide to Client Testimonials, you’ll learn everything you need to know to get the best possible testimonials from your clients.
Content Promotion Checklist – You spend all that time creating it, but once you click publish, what then?

Videos and Recordings

ICM Roundtable: Productized Consulting

As part of the Independent Consulting Manual, we recorded this series of ’roundtable’ videos. Enjoy this roundtable on Productized Consulting.

ICM Roundtable: Pricing and Money

As part of the Independent Consulting Manual, we recorded this series of ’roundtable’ videos. Enjoy this roundtable on pricing and money.

ICM Roundtable: Sales, Sales, Sales!

As part of the Independent Consulting Manual, we recorded this series of ’roundtable’ videos. Enjoy this roundtable on sales!

ICM Roundtable: Marketing and Promotion!

As part of the Independent Consulting Manual, we recorded this series of ’roundtable’ videos. Enjoy this roundtable on marketing and promotion.

ICM Roundtable: Hiring & Firing Clients

As part of the Independent Consulting Manual, we recorded this series of ’roundtable’ videos. Enjoy this roundtable on hiring & firing clients.

ICM Roundtable: Work/Life Balance

As part of the Independent Consulting Manual, we recorded this series of ’roundtable’ videos. Enjoy this roundtable on hiring & firing clients.

Is Your Consulting Website Making These Mistakes?

At Double Your Freelancing Conference in 2015, my colleague Kurt Elster and I were invited to host a workshop offering critical advice and positive feedback on attendee websites. All-in-all, we reviewed ~12 websites in 45 minutes and gave the attendees actionable advice on how to improve their websites.

Kurt Elster on “Podcasting as a Consultant” and “Getting over ‘The Fear'”

In this conversation with Kurt Elster, we discuss:

The value of appearing on podcasts as a guest as a freelancer or a consultant
How podcast guest appearances have helped Kurt Elster grow his consulting agency, Ethercycle
How to get over ‘The Fear’ of appearing on podcasts as a guest (Hint: You aren’t alone, my friend!)

Nick Disabato on “The Podcasting Experience”

In this conversation with Nick Disabato, owner of the design agency Draft, you’ll learn about the experience of appearing as a guest on a podcast.

(For long-time fans, this was sort of the proto first episode of Make Money Online: https://makemoneyonline.exposed/).

Mojca Marš on “Podcasting as a Consultant”

In this conversation with Mojca Marš, you’ll learn about the benefits of appearing as a guest on podcasts as a freelancer or a consultant.

Mojca is the owner of a Facebook Marketing Agency and speaks directly to the benefits she’s seen from appearing on podcasts as a guest.

Kai Davis presenting at MicroConf 2016

In 2016, I was invited to speak at MicroConf as an attendee speaker. I delivered a 12 minute presentation on a Digital Public Relations topic: how software founders can promote their products by getting placed on podcasts as guests.

Video Q&A on Outreach Marketing and List Building

I sat down with Philip Morgan for a presentation for his audience about building better outreach lists.

Find Your Dream Client

Bryce Bladon and I sat down to teach you how to find your dream clients.

LinkedIn Lead Generation

I sat down with Jake Jorgovan of Outreach Cookie, a LinkedIn Lead Generation Agency, for a presentation on how LinkedIn lead generation works.

Video Overview of Activity-Based Selling

This video overview of Activity-Based Selling is from my (now retired) product Pipeline Essentials, on how to get started using Pipedrive as your sales CRM. (You can still snag an extended trial of Pipedrive’s gold plan right here: https://kaidavis.com/loves/pipedrive)

Standard Operating Procedures for Consultants

Kai’s 20 minute presentation on how standard operating procedures are a powerful tool for scaling processes in your business.

You Focused Language

In this 15-minute presentation, I dive into what You-focused language is and how to think about it.

Freelancer's Summit Interview

I sat down for an interview with Freelancer’s Summit in ~2017.

How Solo Consultants Can Get More Clients

This is a ~50-minute presentation I recorded on how solo consultants can get more clients with three powerful marketing levers.

Building an Online Course with Marie and Ben

Marie and Ben (of Notion Mastery – but before that product existed!) came by my community Freelance Camp and shared a presentation on building an online course. Check out Marie and Ben’s excellent product Notion Mastery!

Steli Efti on Follow Up

I sat down with Steli Efti (of Close.io) to discuss the concept of follow-up in sales and email outreach. The conversation is a great one, full of insights on how to connect with more people by following-up.

Podcasts and Audio Interviews

Browse my manually curated list of past podcast appearances here, or browse this automated list of my appearances powered by ListenNotes.

Guides and Downloadables

Get More Clients With Outreach Marketing

In this guidebook, you’ll learn the fundamentals behind running a successful outreach campaign.

Use these principles to stimulate conversations with decision makers, prospects, and clients

In this guidebook, you’ll learn the fundamentals behind running a successful outreach campaign.

Use these principles to stimulate conversations with decision makers, prospects, and clients

Interview your client and propose a value-based price

In this guide, you’ll learn how to interview your client and propose a value-based price for a project.

Value-Based Pricing Prospecting Questions

This guide contains recommended questions on Establishing Business Objectives, Measures of Success, and Value and Assessing Your Personal Contribution To The Project.

Podcast Tours: Telling Your Unique Story

In this short activity, you’ll learn how to identify your unique story to pitch it to podcast hosts (and share it with their audience).

Podcast Tours: Identifying Podcasts

In this short exercise, learn how to identify podcasts for outreach for your Podcast Tour.

Podcast Tours: Refining Your Topics and Pitches

In this short exercise, learn how to capture and refine the topics you’ll pitch for your Podcast Tour.

How To Find Anyone’s Email Address

If you’re working on an outreach campaign, you most likely have stumbled once or twice trying to find the email address for the person you want to reach.

In this guide, you’ll learn the different strategies, tactics, and tools that I recommend to find anyone’s email address.

If you’re working on an outreach campaign, you most likely have stumbled once or twice trying to find the email address for the person you want to reach.

In this guide, you’ll learn the different strategies, tactics, and tools that I recommend to find anyone’s email address.

Recommended Outreach Tools

Recommended tools you can use to make your outreach campaigns more efficient and effective.

Recommended tools you can use to make your outreach campaigns more efficient and effective.

Outreach Swipe Email Templates

You can use this collection of email templates as a jumping off point for your outreach campaigns.

You can use this collection of email templates as a jumping off point for your outreach campaigns.

Prospecting Phone and Email Swipe Scripts

You can use this collection of swipe templates (including the Prospecting Email Script and Prospecting Phone Script) as you identify, interview, and qualify your prospects.

Content Promotion Checklist

Once you’ve created your content, there’s the challenge of promoting the content.

Excerpted from the “Content Promotion Manual,” this checklist will help you promote your next piece of content.

Solo Consultants Guide to Delegating Your To-Do List

You’re a busy person with a lot on your plate. You might feel like you’re juggling a lot of balls. In this guide, you’ll get actionable advice on how to delegate your todo list (and maybe even do less).

Content Creation Blueprint

Creating content — writing articles, tips, emails, etc. — is one of the best ways to attract clients, demonstrate your expertise, and build your authority.

…But creating content can be a struggle.

What are you supposed to write about? Where are you supposed to find topics or questions to write about? And how do you know if it’s working?

In this short guide, you’ll get a blueprint for your content creation process and answers to some of the most common questions about your content creation.

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