Resources
Free assessments, real-world tools, and programs to help you turn your mission-driven experience into paid consulting work. The information here draws from 20 years in the social impact sector.
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Free Assessments & Guides
Interactive tools and assessments and three downloadable PDF guides. Take one or take all three. Each resource answers different questions about your consulting path.
A framework to Build Your Client Pipeline
The SCALE Clients Flywheelâ„¢
A five-part system to beat the feast-or-famine cycle and generate consulting clients with consistency and predictability.
Specify your offer · Connect your network · Aspire outward · Listen deeply · Establish systems.
Get the full breakdown in the SCALE Clients Flywheel Guide, which comes free with the Client Gap Assessment above.
The SCALE Clients FlywheelTM Framework
A five-part system to beat the feast-or-famine cycle. More information in the companion guide.
Ready to see what your practice could earn?
See real numbers for your income and expenses over the year in two minutes.
Watch & Learn
Videos to Accelerate Your Learning
Short talks, behind-the-scenes stories, and quick reframes to .
Subscribe here on LinkedIn to catch new resources as they go up.
LinkedIn Video
What is Social Impact Consulting
A expert orientation to a $4 billion field growing about 15% a year. Learn who hires consultants, what they hire them for, and where you’d fit.
LinkedIn Video
Patty’s Story
Seventeen years of work I didn’t plan. How I built a practice that funded my life, kept me present for my kids, and delivers real impact.
LinkedIn Video
You Already Have the Skills
Mission-driven organizations don’t hire credentials. They hire bandwidth, perspective, and the ability to get hard things done. Did you know you have already been doing it?
LinkedIn Video
Key to finding Clients
Clients rarely arrive by accident. The S-C-A-L-E Clients Flywheel turns feast-or-famine into a pattern you can repeat, starting with the network you already have.
LinkedIn Video
Consulting Myth
Your job is not to be the smartest person in the room. It’s to help experts think strategically so their expertise lands where it counts.
LinkedIn Video
You can love mission-driven work and still be exhausted by it
Exhaustion isn’t a personal flaw. It’s what happens inside systems never designed for caregiving or community. There is a better way to structure the work.
LinkedIn Video
Most people in social impact are underestimating what their work is worth
Strategy, facilitation, and stakeholder work routinely command $30,000 to $100,000+. The gap is almost never skill. It’s language, packaging, and positioning.
LinkedIn Video
You’ve been “consulting” in your real job for years
Led a planning process? Aligned stakeholders? Built the case for funding? You’ve done consulting work already. You just haven’t gotten the title or the fee.
The Field Notes on Social Impact Newsletter
A new long-form companion to the videos: deeper reframes, sector-specific case studies, and the behind-the-scenes work of building a consulting practice you can sustain. Subscribe and you’ll see the first issue first when it lands.
Pro tool
The Client-Ready Fee Builderâ„¢
Price your projects with confidence and clarity. This working spreadsheet allows you to change hourly rates for three consultant levels, you can autofill numbers using three different project-type dropdowns (strategic planning, community engagement, facilitation) or create your own. The sanity check feature highlights common pricing gaps.
Online interactive TOOL · Lifetime access
When you sit down to price the project, three questions come up at once:
- Is this number too high?
- Is it too low?
- Could I defend it if the client asked me to walk them through it?
The Client-Ready Fee Builder answers all your project pricing questions for you.
The interactive, online tool walks you through the components a seasoned consultant uses to price projects line by line: discovery, retreats, project management, analysis, and deliverables. For each line, it gives you a default number of hours and the proposal language you can copy directly into your scope of work. When you’re finished, you have a number and an explanation for it.
- Three pre-built consultant role lines you can re-cast for your team or solo practice
- Project-type dropdown with live market range comparison
- Implied hourly rate sanity check, plus tips for how to leverage your magic and save money when you “Buy Speed”
- Companion Confidence Pricer language to include in a client proposal
$69
one-time · instant download
Go Deeper
Programs
Three ways to work with me, at three levels of investment. Start where you are.