How to Become a Consultant: 9 Steps to Doing it Right – Article Review

Why you should read this article: A consultant is a person who’s an expert in a particular field who gives professional advice to individuals and businesses in their area of expertise. Anyone who is thinking of leaving the corporate rat race by converting their expertise into an independent consultancy, should read ”How to Become a Consultant: 9 Steps to Doing it Right”. It will show you how to set up a consulting practice in 9 steps. In addition, it will give you a link to obtain eight free templates for use in a consulting business

Key Points:

Steps to Becoming a Consultant: The article gives much more detail to each of these points.

  • Identify your area of expertise.
  • Set goals.
  • Make a website.
  • Get certified.
  • Choose a target market.
  • Decide where you’ll work.
  • Network with people.
  • Set your rates
  • Know when to say “no.”


Eight Free Templates for a Consultant to use in Their Practice

  • Management Consulting Plan Template
  • Business Plan Template
  • Marketing Plan Template
  • Sales Plan Template
  • New Client Onboarding Checklist
  • Consulting Plan Presentation Template (PPT)
  • SWOT Analysis Template
  • Porter’s Five Forces Analysis Template


Bottom Line: Becoming a consultant is an exciting way to grow your career. Be honest about your readiness and niche, organized in your approach, and clear in defining, meeting, and addressing your goals. These nine steps are the perfect place to start.


Robert Kaufman – EIM Central
Link to article

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