The $10K Engagement Starter Pack

The exact documents to land
your first $10,000 advisory engagement.

Proposal templates. Pricing sheets. Conversation scripts. Case studies. A sample statement of work. Everything you need to turn one "quick question" phone call into a paid advisory project by next Friday — delivered as a digital download. No training, no coaching, no cohort. Just the product, ready to use.

Get the Starter Pack See what is inside
What is in the pack

Plug and play. Not learn and build.

Everything inside the Starter Pack was written, used, and proven inside real CPA firms. You do not have to adapt, rewrite, or translate. You open the file, you change the names, you send it.

  • Sample Pricing Sheet — tiered advisory packages from three thousand to fifteen thousand dollars, with the rationale behind every tier
  • Editable Proposal Template — a full Word / Google Doc proposal you customize per client in under an hour
  • Sales Call Script — the word-for-word flow that turns a "quick question" call into a paid engagement
  • Sample Statement of Work — what to sign, what to scope, what to leave out
  • Client Case Study Pack — how other CPAs closed $7,500 to $12,000 deals, so you have proof when the objections come
  • Quick-Win Checklist — the steps to book your first strategic conversation within forty-eight hours
  • "Why Your Firm Is Ready for Advisory Now" Mini-Guide — a short PDF you can read over a single coffee
Investment
$500
one-time

Delivered as a digital download immediately after purchase. Yours to keep and reuse across every advisory engagement from here. Worth a single five-figure client relationship over its lifetime.

Get the Starter Pack

A product. Not a program.

The Starter Pack is deliberately a plain digital product. There is no training inside. There is no coaching attached. There is no cohort, no Slack channel, no live calls, no homework.

If you know what to say and just need the documents to say it with, this is for you. If you need help building the confidence or the identity to have the conversation, the Blueprint or the Bootcamp is the right next step instead.

We built the Starter Pack for firm owners who are ready — not firm owners who are still deciding. Honesty first, always.

Buy the Starter Pack if…

This product is a fit when the thinking is already done and what you need is the artifact to execute. It is not a fit when the thinking itself is the missing piece — and that is fine.

  • 01 You already know which clients you would propose advisory to if you had a proposal in hand.
  • 02 You do not need to be taught how to have the conversation. You need the document to have it with.
  • 03 You are willing to adapt the template to your firm instead of expecting the template to do every job perfectly out of the box.
  • 04 You are comfortable working without hand-holding — the pack is a file, not a curriculum.
  • 05 You are ready to send the first proposal this week.

Ready. Set.
Send the proposal.

The Starter Pack is a digital download — delivered immediately, yours to keep, reusable across every engagement. Five hundred dollars, one time. Worth one advisory client over its lifetime.

Get the Starter Pack