The #1 Money-Making Tool (free) of a 15-year Consultant

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When upgrading my iphone recently I started skimming through the notes on my phone, and I noticed something that had never occurred to me before, so I wanted to share it.

I have been consultant for over 15 years, working with hundreds of companies, government agencies, non-profit organizations, professionals and musicians. Since I specialize in various aspects of IT (software development, databases, Business Intelligence, Annalytics, CRM), I have watched the massive evolution of technology in that time, and I have purchased, used, and thrown away hundreds of tools, gadgets, and even full-blown methodologies.

But as I looked through only about a year's worth of notes on my phone, it occurred to me there is one tool that I have used consistently for all of those years, and it is responsible for almost every penny I have made.

That tool is the "Checklist". The notes in my iphone are full of checklists, or the beginnings of future checklists. And that does not include the checklists I have in Evernote, Word, Excel and MindManager. As a consultant, writer, developer and marketer, almost everything I do starts with a checklist. And it seems to me that those checklists are what differentiate me from most of the people I work with who just bounce from one idea or problem to another.

Here are just a few ways that checklists have made me money:

1) Audits - when meeting with a new client, my favorite starting point is to go through a checklist and look for the biggest gaps and pinpoint the best places to start working.

2)
Menus of services - when working with clients, I have checklists I can go through with them to explain the optional services and benefits I can provide so that I can create a price quote based on what they want.

3)
Problem-solving - by building checklists around the common areas that I see problems, I am able to learn from the past mistakes that I and others have made in order to quickly narrow down a problem and begin the search for a solution.

4)
Project Plans - By adding prioritization, time estimated and dependencies, I quickly turn a checklist into a full blown implementation plan.

5)
Product development - software products can best be built by listing and prioritizing a checklist of features, and then after the first release, merging in a list of bugs that need to be fixed. This checklist becomes your product roadmap.

6)
Books and articles - most of the time, my writing begins with a list ideas I feel like are most important to cover.

7)
Outsourcing, delegating, automating - before I can hand off work to others or to a software tool, I create a detailed checklist of what needs to be done and the steps for how it should be done.

I know I am just scratching the surface here, so how do the rest of you use checklists?

--Tom
#15year #consultant #free #moneymaking #tool
  • Same here, but I started moving to evernote with the check tool since it syncs with my mac and phone.
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    • Profile picture of the author tpettit
      Originally Posted by HelpingYouBeAnExpert View Post

      Same here, but I started moving to evernote with the check tool since it syncs with my mac and phone.
      It is a strange thing...I have the Evernote app and use it a lot, but I find I use the basic iPhone notes apps more. I will usually start a list or jot some ideas quickly in notes, and then once it gets a little long I will copy it to evernote where I can access it anywhere. I have never really thought about, so I am

      I am assuming from your name that you are an expert in helping people be experts? I have found that the strategic use of a checklist can be extremely helpful in establishing your position as the expert when working with clients. Do you have have tools that you have created which are based on checklists?
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  • Profile picture of the author x3xsolxdierx3x
    tpettit,

    Checklists have been a perpetual byproduct of my severe type-A personality, but, like you, I do feel they have given me the edge as well in many aspects of life. Now a manufacturing supervisor (I know, I never really quite left my "day job" yet...), this type of process related organization has served me well. Great post!
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    • Profile picture of the author tpettit
      Originally Posted by x3xsolxdierx3x View Post

      tpettit,

      Checklists have been a perpetual byproduct of my severe type-A personality, but, like you, I do feel they have given me the edge as well in many aspects of life. Now a manufacturing supervisor (I know, I never really quite left my "day job" yet...), this type of process related organization has served me well. Great post!
      I am not sure what the opposite of a type-A personality is, but that would be me. But I think that checklists are the tool that provide a communication bridge between the creative side of my personality and the Type-A business people I often work with. And they help keep all of the other non-type-A people focused on the right things.
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  • Profile picture of the author mlord10
    Agree completely. Even with all of the tools that are available today to keep up with checklists, I find that I still do my best work (and I am most productive) using old-fashioned pen & paper.

    Something about striking a line through a completed task gives me such a sense of accomplishment!
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    • Profile picture of the author tpettit
      Originally Posted by mlord10 View Post

      Agree completely. Even with all of the tools that are available today to keep up with checklists, I find that I still do my best work (and I am most productive) using old-fashioned pen & paper.
      I used pen and paper for years - notebooks, note cards, legal pads, etc. But I have gradually switched to electronics lists for two reasons - searching and legibility (my handwriting is so bad that sometimes I can't read my own writing!).

      Originally Posted by mlord10 View Post

      Something about striking a line through a completed task gives me such a sense of accomplishment!
      Yes! I do miss that pleasure. Typing X next to some is not quite the same, but I no longer have to rewrite my paper task lists every couple of days.

      --Tom
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