Financial Consulting Service Setup
Budget: $15 – $25 USD
I’m putting together an online offering that delivers clear, actionable financial consulting services to clients who need guidance on budgeting, cash-flow management, and long-term planning. I have the subject-matter expertise; what I need is a freelancer who can turn that expertise into a polished, client-ready experience.
Your role will be to:
• Structure the service packages (e.g., discovery call, one-off analysis, ongoing advisory).
• Draft concise, reader-friendly copy for each package, including scope, outcomes, and FAQs.
• Recommend and configure simple intake tools—think Typeform, Google Forms, or another lightweight solution—to capture client data before consultations.
• Create a professional template set (welcome email, engagement letter, summary report) so every client touchpoint feels consistent and trustworthy.
• Suggest a straightforward pricing model that reflects industry standards yet remains competitive.
Key points
• Focus area: Financial consulting only—no need for IT or broader business advice.
• Tone: Accessible to non-experts while retaining credibility.
• Deliverables: Service package document (Word/Google Doc), intake form link, email/report templates, and a brief handover guide explaining how to update everything later.
If you have experience packaging advisory services—especially in finance—let’s talk.
Your role will be to:
• Structure the service packages (e.g., discovery call, one-off analysis, ongoing advisory).
• Draft concise, reader-friendly copy for each package, including scope, outcomes, and FAQs.
• Recommend and configure simple intake tools—think Typeform, Google Forms, or another lightweight solution—to capture client data before consultations.
• Create a professional template set (welcome email, engagement letter, summary report) so every client touchpoint feels consistent and trustworthy.
• Suggest a straightforward pricing model that reflects industry standards yet remains competitive.
Key points
• Focus area: Financial consulting only—no need for IT or broader business advice.
• Tone: Accessible to non-experts while retaining credibility.
• Deliverables: Service package document (Word/Google Doc), intake form link, email/report templates, and a brief handover guide explaining how to update everything later.
If you have experience packaging advisory services—especially in finance—let’s talk.