The Ultimate Toolkit

The Excel Method™️ for Women Entrepreneurial Consultants

Are you a woman in consulting working to build your legacy business? Or are you ready to escape your 9 to 5 by using your expertise in a much more impactful way?

If you’re reading this, that’s likely a resounding “Yes!”

Fantastic! Your unique expertise is needed. Here’s why…

Consulting remains a highly rewarding and lucrative field. Businesses in the U.S. spend $120 billion on management consultants each year and six times that amount on other consultants and advisors.

However, when you look at who benefits the most, women—especially women of color—are often left behind. To stand out and elevate your practice, we need to stack the cards in our favor. This framework will help you do just that. It’s not because we lack talent; many obstacles, from societal expectations to exclusive networks, present hurdles we must overcome.

Why is it essential to have a different strategy for your growth as a woman entrepreneurial consultant?

Despite the glamorous portrayals on social media, consulting is hard work. It’s often depicted as trading advice for global travel, luxury hotels, power meetings, and four-hour workweeks filled with wealth.

The reality? This view is distorted and rarely true, especially for entrepreneurial consultants.

As you grow in your consulting practice, you’ll wear many hats, take on more clients, and work harder to expand your brand. This growth doesn’t happen overnight. It requires effort that can lead to long hours, competing priorities, increased stress, burnout, and overwhelm (which, by the way, isn’t an option for you). When this happens, the quality of your work can suffer, making it even harder to compete.

This is where I found myself over a decade ago. As my consulting career took off, managing multiple large-scale clients became overwhelming, especially with growing family and personal responsibilities. But, like many high-achieving women, I was determined to make it work. To my surprise, I created a system that allowed me to expand our consulting contracts and increase my visibility and thought leadership—all during a global pandemic and a tough economy.

What was the secret to keeping everything afloat and expanding my presence in the consulting industry?

Hint: It has nothing to do with joining an exclusive golf community where big deals are made (though I’d love an invite for the food!).

Simply put, I adapted traditional strategies to fit my circumstances and lifestyle, and this evolved into the framework that I use with clients today—The Excel Method™️.

The Excel Method™ is a dynamic framework strategically designed to help women entrepreneurial consultants excel in their field despite everyday obstacles.


Let’s discuss why this works in more detail.


To grow, you need room to expand. This step focuses on optimizing your time and project management skills while creating sustainable, lean systems. Here’s how:

  • Optimize Time Management: Master the art of prioritization and delegation. Identify high-impact tasks and eliminate time-wasters to maximize productivity, allowing you to focus on what truly matters.
  • Streamline Project Management: Implement efficient project management tools and techniques to keep your projects on track, ensuring deadlines are met and client expectations are exceeded. This is particularly crucial for women balancing multiple roles and responsibilities.
  • Create Lean Systems: Develop processes that minimize waste and maximize efficiency. Lean systems allow you to handle more work with less effort, freeing up time for strategic growth activities. This helps maintain the work-life harmony essential for your well-being.

What is Personal Bandwidth and Why is it Important?

In the world of digital technology, bandwidth refers to the maximum amount of data transmitted over an internet connection in a given time. Similarly, personal bandwidth is an individual’s capacity to handle multiple tasks simultaneously. Without expanding this capacity, taking on more projects or clients can lead to frustration, overwhelm, increased errors, burnout, and stress, ultimately disrupting your work-life balance.

Is it Possible to Expand Your Personal Bandwidth?

Yes, it is possible through:

  • Prioritization and Goal Setting: Clarify what’s most important now and set clear targets for completion.
  • Time and Project Management: Adjust your schedule and workflow to tackle high-priority items efficiently.
  • Leadership and Delegation: Identify tasks that can be delegated or outsourced, reducing your overall workload.
  • Increased Productivity: Get higher quality work done in less time, preserving the work-life balance you deserve.

This comprehensive approach addresses increased stress and lack of time, common challenges for many consultants.


Building a solid business foundation is crucial. This step helps you create a self-sustaining business by developing the right offers, marketing strategies, sales processes, and branding. Here’s how:

  • Craft Irresistible Offers: Develop services and packages that meet the specific needs of your target market, providing clear value and standing out from competitors. Tailor your offers to resonate with your unique voice and perspective.
  • Implement Effective Marketing: Utilize digital marketing techniques like content marketing, social media, and email campaigns to reach and engage your ideal clients. Build trust and authority by sharing your unique insights and experiences.
  • Streamline Sales Processes: Create a smooth, client-friendly sales process. From lead generation to closing deals, ensure each step is efficient and client-focused. This is vital for women navigating the complexities of the consulting industry.
  • Build a Strong Brand: Establish a brand that reflects your values, expertise, and unique value proposition. A strong brand attracts ideal clients and differentiates you in the marketplace, empowering you to be seen and heard.

How Do You Accelerate Your Consulting Business?

Business growth doesn’t have to be a long and drawn-out process. With the right game plan, you can fast-track your growth. Consulting requires a mix of core skills and a solid business foundation. Effective communication, relationship building, and technical expertise are vital. LinkedIn identifies creativity, persuasion, collaboration, adaptability, and emotional intelligence as top in-demand skills. Developing these core skills can significantly enhance your value and accelerate your growth.


Finally, focus on cultivating what you’ve started. Through continuous iteration and optimization, you’ll create a business that boosts client satisfaction and return on investment. Here’s how:

  • Iterate and Improve: Regularly review your processes, services, and client feedback. Use this information to make improvements and stay ahead of industry trends. This adaptive approach ensures you remain relevant and effective.
  • Enhance Client Satisfaction: Develop strategies to consistently exceed client expectations. Happy clients are more likely to provide referrals and repeat business, which is essential for sustainable growth.
  • Maximize ROI: Focus on activities that offer the highest return on investment. This ensures your efforts always contribute to business growth and sustainability, helping you secure your financial future.

Building a Client Attraction Magnet

One of the biggest challenges for independent and small-firm consultants is attracting and retaining clients. Offering transformational services starts with understanding client needs and delivering results that show a clear return on investment. Cultivating your offer with a service mindset ensures client satisfaction, retention, and profitability. Your positive impact and perceived value can turn your work into a powerful lead magnet.

By cultivating these elements, you’ll transform your business into a client magnet, enabling you to rival the best in your industry by finding a new and better way to compete. This framework respects and amplifies your unique voice and perspective, helping you achieve the recognition, empowerment, and impact you deserve.

Hopefully, you get the picture by now. The bottom line… 

A thriving business builds wealth.

Simplifying your processes and being strategic with your approach can make you a more effective consultant. Each program or offer under the Excel At Consulting umbrella is based on this central framework and designed with each element in mind. When you have a focused strategy to reduce your stress level and workload while producing client-focused, high-quality work, you position yourself to build the influence and eventual wealth you desire.

Wealth is not just about financial gain—it’s about creating value, impact, and a legacy that reflects your unique expertise and passion. By honing your skills, optimizing your processes, and cultivating a brand that resonates with your clients, you set the stage for sustainable growth and success.

Imagine a future where:

  • You are recognized as a thought leader in your industry, with a powerful brand that attracts ideal clients effortlessly.
  • You have the freedom to choose projects that align with your values and passions, knowing you have the systems and strategies in place to handle them efficiently.
  • You enjoy a balanced life, with time to nurture your personal interests and relationships, free from the overwhelm and stress that can come with running a business.
  • You achieve financial independence with a thriving consulting practice that generates consistent, predictable revenue, allowing you to live the lifestyle you’ve always dreamed of.

This is not just a dream—it’s a reality you can create with the right tools and mindset. The Excel Method™ is here to guide you every step of the way. Our programs are tailored using this method to support you in taking the bold step toward becoming the influential, empowered consultant you’re meant to be.

If this resonates with you, welcome to your new path to success.

I’m so glad you’ve started this journey and chose to learn more about what Excel at Consulting can offer.

When you’re ready, start with our FREE email course, Consulting Mastery Blueprint. (You’ll be glad you did…)

I’d love to show you what effective consulting, guided by a community that cares, looks like in action.