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Old 05-21-2009, 11:09 AM   #1
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Default ATTENTION OFFLINE CONSULTANTS! - Low Cost Consulting Contracts and Agreement Kit




I have had a lot of requests over the past few months asking:

"What forms do you use when dealing with prospects and clients?"

This WSO/OC Module addresses this question.

Here's what's included...

Client Assessment Worksheets

These are the questions I use to conduct consultation sessions. They are designed to extract information and data from the business owner that will help them and myself determine exactly what services they may require.

These worksheets will help you gain the confidence you need to sit down with prospects, knowing that you are asking the right questions.

~ Baseline & Marketing Questions
~ Marketing Related Questions
~ Customer Related Questions Worksheet
~ Website Related Questions Worksheet


UPDATE: Microsoft Word version of the worksheets included.


Business Forms

When I first started out, I could not afford to pay an attorney to create or review the forms and documents needed to set up, specify and close deals.

I figured if a napkin with an agreement and two signatures would generally hold up in court as a binding contract, the forms I put together should protect my interests even better.

~ Marketing Service Agreement Form

~ Scope of Work Form

~ Confidentiality Between Companies

~ Employee Non-Compete Form

~ Media Survey Form

~ Video, Photo, Recording Release Form









Satisfaction Guaranteed - Always!



Legal Mumbo

Please note that sharing these forms is NOT intended as legal advice, instruction or recommendation. They are presented to you for educational purposes only and you must take steps to ensure they will serve your interest.

It is recommended that you have an attorney review any business forms you use in conducting your consulting business.
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Old 05-21-2009, 01:34 PM   #2
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Hey Calvin, once again and as always, great stuff! Excellent resource here and for an excellent price! Thanks again.
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Old 05-21-2009, 02:27 PM   #3
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Calvin,

I totally agree with Jeff!

David
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Old 05-21-2009, 02:46 PM   #4
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by Jeff Hope View Post
Good package & value. I'd prefer the assessment worksheets in MS Word format in addition to, or instead of, the form software. I'm overburdened with learning new software as it is. I know the idea is to be able to design & change them as needed, but I can do that in Word just as easily.
Glad you see value in the package Jeff!

It was actually the difficulty I had creating these forms in Word that led me to the simpler solution of the form design utility. There is really nothing much to learn in this form designer software Jeff, it's about as simple as using a text editor.

I will however put together a simpler rendition using MS Word and try to have it available on or before Sunday 24th, 2009. Will notify everyone via the OC Newsletter upon completion.

Ditto: David
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Old 05-21-2009, 03:39 PM   #5
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Hey Calvin scratch my question. You answered it in one of the docs within the package.



Thanks!
J
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Old 05-21-2009, 03:46 PM   #6
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by ConversionCoach View Post
Can you spell N-O-B-R-A-I-N-E-R ?

This is GOLD for every "Offliner"!

Thanks again, Calvin
PR: wait... I: wait... L: wait... LD: wait... I: wait...wait... Rank: wait... Traffic: wait... Price: wait... C: wait...
[IMG]chrome://seoquake/content/skin/close.gif[/IMG]

Thanks for the props CCoach!
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Old 05-21-2009, 04:18 PM   #7
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Great Value. I was looking for something like this. Perfect timing.
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Old 05-21-2009, 06:45 PM   #8
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Hi Calvin

I purchased, but the form software is not available for Mac.

So I'll need the updated version in Word (or another portable form such as pdf). Thanks.
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Old 05-21-2009, 08:46 PM   #9
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by kmg View Post
Hi Calvin

I purchased, but the form software is not available for Mac.

So I'll need the updated version in Word (or another portable form such as pdf). Thanks.
KMG,

I should have the Word version ready in a day or so. Actually hoping to finish it up tomorrow Fri 22nd.

What's a Mac Just kidding!

I appreciate your support!

Calvin
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Old 05-21-2009, 08:56 PM   #10
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

I am waiting on the word version so I can use them on my Mac before purchasing. Please PM me when live
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Old 05-21-2009, 10:23 PM   #11
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by Brad Gosse View Post
I am waiting on the word version so I can use them on my Mac before purchasing. Please PM me when live

Will do Brad. Going to do a rush job and try to complete it by tomorrow (Friday 22nd). It won't be fancy like the form design version though.

Thank You for Your support!

Calvin
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Old 05-22-2009, 02:41 AM   #12
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Hi Calvin,
These are really quite good and the price is terrific!
Looking forward to the Word version also : )

Cheers,

Steven
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Old 05-22-2009, 04:32 AM   #13
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

You the man Calvin!

I have been looking for something EXACTLY like this!

Thanks again!
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Old 05-22-2009, 10:17 AM   #14
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

GOOD STUFF...AGAIN!
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Old 05-22-2009, 12:03 PM   #15
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Calvin,

something in Word with nice formatting would rock. that software you built these in is shareware and watermarks printed forms. Otherwise great stuff man!!! thanks a lot

Mike
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Old 05-22-2009, 07:59 PM   #16
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit



UPDATE
- OC Forms Kit: Added Microsoft Word version of the Client Assessment Worksheets
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Old 05-22-2009, 08:43 PM   #17
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by jsherloc View Post
You the man Calvin!

I have been looking for something EXACTLY like this!

Thanks again!

J,

Happy to be of assistance. I found your report very helpful as well.

Calvin
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Old 05-23-2009, 10:08 AM   #18
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by Jeff Hope View Post
Calvin,

Thanks so much for the Word version - I really appreciate it!

Jeff
No problem Jeff. Thank you and others here for keeping me on my toes!

Good feedback makes better products.

Calvin
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Old 05-23-2009, 01:27 PM   #19
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

I'm in!

Looks like a really nice package and a great time-saver.
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Old 05-23-2009, 11:26 PM   #20
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Calvin:

Great package & outstanding WSO!

Easily worth 10X your WSO price.

Thanks Again!

Chuck Staff
Palmyra, Virginia
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Old 05-24-2009, 11:50 PM   #21
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Thanks for being so responsive. Useful materials.
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Old 05-25-2009, 03:59 AM   #22
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by kmg View Post
Thanks for being so responsive. Useful materials.
Glad I could be of assistance Kerrie.

Quote:
Originally Posted by Chuck Staff View Post
Calvin:

Great package & outstanding WSO!

Easily worth 10X your WSO price.

Thanks Again!

Chuck Staff
Palmyra, Virginia
Many thanks for your kind words Chuck.

Quote:
Originally Posted by deltamatrix View Post
I'm in!

Looks like a really nice package and a great time-saver.
Delta, I appreciate your continued support!

Calvin
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Old 05-28-2009, 06:47 AM   #23
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Just purchase and looking forward to the read

Regards
Para
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Old 05-28-2009, 07:11 AM   #24
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Calvin,

Once again, an extraordinary product!
Keep 'em coming :-)

Adam
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Old 05-30-2009, 10:44 PM   #25
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Calvin:

Thanks for the great forms. What a steal at the price. I can't wait for your other offerings. Anyone who doesn't partake really isn't interested in doing things correctly. People, offline especially, like the comfort of a signed document between client and provider. You just made things VERY easy.
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Old 05-31-2009, 05:46 AM   #26
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by mouseffects View Post
Calvin:

Thanks for the great forms. What a steal at the price. I can't wait for your other offerings. Anyone who doesn't partake really isn't interested in doing things correctly. People, offline especially, like the comfort of a signed document between client and provider. You just made things VERY easy.

Glad you find it helpful Larry.

Thanks for Your support!

Calvin
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Old 06-01-2009, 01:24 AM   #27
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Hi Calvin,
I cant find my original email when I downloaded my package. I'm trying to download the Word version.

My details are:
Transaction ID: 1YX84725C52159117

I would really appreciate you re-sending me the link.....please : )

Thanks,

Steven
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Old 06-01-2009, 02:19 AM   #28
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by Steven Smith View Post
Hi Calvin,
I cant find my original email when I downloaded my package. I'm trying to download the Word version.

My details are:
Transaction ID: 1YX84725C52159117

I would really appreciate you re-sending me the link.....please : )

Thanks,

Steven
Steven,

DONE!

Will send a PM also.
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Old 06-05-2009, 04:12 PM   #29
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Default Re: CLOSES 6/7/2009 - OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Great to have this package. I had a need to use some of the forms last week on a project I am doing. I managed to get documents in place but this package makes the job a lot easier and better.

Thanks!
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Old 06-18-2009, 06:33 AM   #30
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Hi Calvin,
This is a great package. Only one thing, do you have sample of letter that you send to businesses?


Regards,
Maco
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Old 06-20-2009, 09:44 PM   #31
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Hi Maco,

This package focuses on forms. A letter would be more along the line of direct mail. Only thing I have done in the way of direct mail is oversized postcards. Still testing effectiveness before I release anything.

Kind regards,

Calvin

Quote:
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Hi Calvin,
This is a great package. Only one thing, do you have sample of letter that you send to businesses?


Regards,
Maco
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Old 06-22-2009, 01:46 PM   #32
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Hello Calvin,
Your information looks very good!
Does your COMPLETE GGOCPA package that is shown in your Special Offer include both of your WSO's?
Thanks,
Judy
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Old 06-23-2009, 08:44 AM   #33
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

I'm a little confused - is this software to create the forms or the actual forms to be altered to suit my needs?
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Old 06-23-2009, 05:04 PM   #34
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by NewbiesDiary View Post
I'm a little confused - is this software to create the forms or the actual forms to be altered to suit my needs?

Both! You can edit the Client Assessment Worksheets .gdt version using the form maker software or just use the MS Word .doc version of the Worksheets.

The legal-type forms are in plain text. You will need to review and possibly change these to satisfy any local or geographical legal requirements.

Kind regards,

Calvin
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Old 06-23-2009, 08:51 PM   #35
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Is there a contract for a company to advertise on a local portal?
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Old 06-24-2009, 10:10 PM   #36
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Thanks Calvin

Quote:
Originally Posted by hotlinkz View Post
Hi Maco,

This package focuses on forms. A letter would be more along the line of direct mail. Only thing I have done in the way of direct mail is oversized postcards. Still testing effectiveness before I release anything.

Kind regards,

Calvin
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Old 06-25-2009, 03:59 PM   #37
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by jmerc View Post
Hello Calvin,
Your information looks very good!
Does your COMPLETE GGOCPA package that is shown in your Special Offer include both of your WSO's?
Thanks,
Judy
Yes Judy, plus two other WSO's that are currently closed.

Thank You for Your interest!

Calvin
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Old 06-25-2009, 04:01 PM   #38
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Default Re: OFFLINE CONSULTANTS! -- Poor Man's Consulting Contracts and Agreement Kit

Quote:
Originally Posted by Instructor View Post
Is there a contract for a company to advertise on a local portal?
That's not specifically included but I think the service contract could be easily modified to cover it.

Thank You for Your interest!

Calvin
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Old 08-07-2009, 12:07 PM   #39
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Default Re: ATTENTION OFFLINE CONSULTANTS! - Low Cost Consulting Contracts and Agreement Kit

Hi Calvin
Thanks a bunch for the forms they are what we needed to keep us looking good, the price is great. I truly believe that there is a lot of money offline right now with everything the way it is.

Many Thanks
John & Brandon
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Old 08-08-2009, 07:46 PM   #40
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Default Re: ATTENTION OFFLINE CONSULTANTS! - Low Cost Consulting Contracts and Agreement Kit

John and Brandon,

Glad you find value in the forms kit. You are right, there is a lot of money. The field is poised to grow as more and more consumers begin using the search engines to find and research local resources.

It's also a smarter and less expensive way for local business owners to market and advertise their businesses.

Calvin

Quote:
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Hi Calvin
Thanks a bunch for the forms they are what we needed to keep us looking good, the price is great. I truly believe that there is a lot of money offline right now with everything the way it is.

Many Thanks
John & Brandon
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Old 09-01-2009, 04:53 PM   #41
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Default Re: ATTENTION OFFLINE CONSULTANTS! - Low Cost Consulting Contracts and Agreement Kit

Great Idea - I'm firmly in favor of not re-inventing the wheel!! Thanks for making my life easier, too!
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Old 10-26-2009, 08:36 PM   #42
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Default Re: ATTENTION OFFLINE CONSULTANTS! - Low Cost Consulting Contracts and Agreement Kit

nice selection and combination of forms, just what I needed. Thanks.
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Old 10-28-2009, 04:37 PM   #43
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Default Re: ATTENTION OFFLINE CONSULTANTS! - Low Cost Consulting Contracts and Agreement Kit

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Originally Posted by KDarden View Post
Great Idea - I'm firmly in favor of not re-inventing the wheel!! Thanks for making my life easier, too!
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Originally Posted by w123 View Post
nice selection and combination of forms, just what I needed. Thanks.
Katie, w123,

Glad you find it useful.

Thank You for Your support!

Calvin
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