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Step 4: Win and Sustain New Business

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Congratulations! You’ve completed your Transition to Independence. Now it’s time to focus on developing ongoing work that will keep you in a state of solid financial health and professional development. We will discuss best practices for putting your best foot forward when proposing to new clients and for fostering client relationships that will extend beyond a single project. 


  • Best practices for pitching consulting services and writing proposals
  • Strategic objectives that guide you in identifying and fostering mutually beneficial client relationships
  • The insider’s view on why certain proposals are accepted and others aren’t


  • Part 1: Know Your Strategic Objectives
  • Part 2: Get to Know a Potential Client
  • Part 3: Frame up Your Offer and Submit Your Proposal
  • Part 4: After Submitting the Proposal