7 Essential Templates for Data Analytics Consulting
When I started my journey in data consulting, I remember searching for hours for a reliable proposal or SOW.
As a consultant, whether focused on data analytics or otherwise, it’s important to have several templates ready to help both speed up putting together all the documents required as well as ensure you have a clear process.
In this article, I want to not only provide templates that you’d find useful.
But also provide a general flow for how these documents should be sent.
1. Discovery Template
When you start having prospects respond to the marketing, cold emails or other forms of getting clients you’re sending out, you’re going to want to track the discussions you have with said prospects(as well as any research).
This is where a discovery template comes in that can be connected to your CRM(which if you’re just starting is likely Google Sheets).
The purpose of this template is so you don’t forget what you talked about in terms of pain points, persons of contact, etc.
