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The Independent Supply Chain Consultant's Client Delivery Playbook

$199.00
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A focused course, tailored for you

The Independent Supply Chain Consultant's Client Delivery Playbook

How a solo supply chain consultant runs a multi-client book without losing a quarter to client-acquisition gaps or under-scoped engagements.

You are the practice, the delivery, and the sales function. Every week the engagement letter you should be sending is competing with the deliverable you owe a current client by Friday. The leak is not skill. The leak is the bridge between finishing one assignment and the next one already being signed.

$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

An independent supply chain consultant running a single-person practice out of Berlin and serving European and LatAm clients faces a structural problem that is invisible from the outside. The technical work is fine. The S&OP diagnostics, the vendor master cleanses, the MRP parameter resets, the inbound flow reviews, the supplier scorecards, the network-design Excel models, none of these are the constraint. The constraint is the seven-week shape of a typical engagement. Roughly five weeks of paid delivery, then two weeks of unpaid proposal generation while the pipeline thins, then another paid engagement begins, and the cycle repeats. Across a year that is fourteen unpaid weeks. A quarter and a bit of revenue you should have but do not, because the practice was set up to deliver one engagement at a time, not to keep a rolling three-engagement book continuously scoped. The skill the course teaches is the operating system that closes that gap. Fixed-fee scoping that protects you from the client who keeps asking for one more thing. Weekly status documents that double as referral generators. A client intake process that surfaces the next engagement inside the current one. A quarterly book review that tells you which sector and which deliverable type to lean into next so the pipeline is never empty.

What you walk away with

  • Run a 45-minute diagnostic intake call that ends with a yes or a clean no, never a maybe.
  • Write a fixed-fee scoping memo that protects you from scope creep and reads as senior to the client procurement team.
  • Send a weekly client-facing status document that the client forwards inside their own organisation and that doubles as your referral engine.
  • Hold a quarterly book-of-business review that names the next two engagements you will pursue and the sectors you will say no to.
  • Maintain a reusable template library across the five most common deliverables in your practice so a new engagement starts from 60 percent done.

The 12 modules

Module 1. The single-person practice operating model
Maps the seven-week engagement cycle that defines most solo supply chain consultancies and the unpaid weeks hiding inside it. Names the five practice functions a founder is silently running in parallel: delivery, scoping, business development, IP maintenance, and admin. Provides a one-page operating-model sheet that lets you see in any given week which function is starving and which is being over-served. Sets the diagnostic for the rest of the course.
Module 2. The 45-minute diagnostic intake call
A scripted intake call structure that takes a prospective client from initial contact to a clear yes or no inside 45 minutes. Covers the five questions that reveal whether the engagement is real, the two questions that surface the budget without asking for the budget, and the close that asks for the scoping memo authorisation. Includes a printable call sheet and three worked examples across procurement, S&OP, and logistics-network briefs.
Module 3. The fixed-fee scoping memo
How to write a two-page scoping memo that protects you from the client who keeps adding one more thing. Names the engagement objective, the in-scope deliverables, the out-of-scope items in equal detail, the weekly cadence, the fixed fee, and the change-order trigger. Provides a template memo, a change-order template, and the language that turns a scope conversation into a signed extension rather than free work.
Module 4. The reusable deliverable template library
Builds a five-template library covering the most common solo-consultant outputs: vendor master cleanse plan, S&OP diagnostic, supplier scorecard, inbound logistics flow review, and MRP parameter audit. Each template is structured so a new engagement starts from a 60-percent-complete baseline. Covers the discipline of redacting client specifics and the IP boundary that lets you reuse structure without reusing client data.
Module 5. The weekly client-facing status document
A one-page weekly status format that the client forwards inside their organisation without you asking. Names progress, decisions needed, risks, and the one open question for the steering meeting. Designed to position you as the senior thinker on the engagement rather than the contractor providing hours. Doubles as the artefact that triggers referrals because internal stakeholders see your name on something useful every Friday.
Module 6. Cross-border engagement mechanics
For a consultant running between European and Latin-American clients, names the practical engagement-mechanics differences: invoicing currency, VAT and IVA handling, time-zone-aware status cadence, language of the scoping memo and the deliverable, and the trade-finance and Incoterms vocabulary you need to be fluent in on a procurement engagement. Includes a side-by-side EU-LatAm engagement-setup checklist.
Module 7. The referral generator inside every engagement
How to surface the next engagement inside the current one without sounding like a salesperson. Covers the mid-engagement question that names two related problems the client probably also has, the closing-engagement conversation that asks for two introductions, and the post-engagement note at 90 days that re-opens the door. Provides the email language for each touchpoint and the spreadsheet that tracks the referral graph.
Module 8. Pricing the single-person book
Walks through the three pricing modes a solo supply chain consultant should hold in parallel: fixed-fee scoped engagement, retained advisory, and short diagnostic. Names the rates that map to typical EU and LatAm mid-market budgets, the discount you will refuse, and the premium you will charge for fast-turn diagnostics. Includes a pricing-decision tree and a fee-calculator spreadsheet that prevents you from quoting under your floor.
Module 9. The quarterly book-of-business review
A two-hour quarterly review you run on yourself. Names which engagements were profitable, which sectors paid quickest, which deliverable types you should productise next, and which clients you will not work with again. Produces a one-page next-quarter pursuit list with two named-target accounts, the sector you are leaning into, and the type of work you are saying no to. Includes the review template and a worked example.
Module 10. The intentional public profile
How a single-person practice builds public credibility without the time cost of constant content production. Covers the LinkedIn profile rewrite that converts a profile view into an intake call, the one substantive post a fortnight that signals you are still active, the one panel or speaking slot a quarter, and the published case-style note that is anonymised enough to ship. Names the two activities that produce most inbound and the five that look productive but do not.
Module 11. Subcontracting and the next person you hire
When a solo practice gets to the point where saying no to work is the bottleneck, the question is not yet whether to hire but who to subcontract to. Names the three subcontract patterns that work for a supply chain consultant: a senior analyst on time-and-materials, a peer-consultant white-label arrangement, and a translator-coordinator for cross-border engagements. Covers the contract terms, the margin to keep, and the quality-control checkpoints.
Module 12. The 12-month practice plan
Pulls the previous eleven modules into a single 12-month plan. Names the target book size, the engagement mix across diagnostic, scoped, and retained, the sectors you are pursuing, the public-profile activity for the year, and the operating-cost line that keeps your effective hourly rate where it should be. Produces a one-page plan you review at the start of each quarterly book review. Includes a worked plan for a Berlin-based EU-LatAm supply chain practice.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

If your week has been delivery five days and proposals zero, modules 2, 3, and 7 produce the next signed engagement inside the current one.
If you are about to quote a client and you suspect you are under-pricing again, modules 3 and 8 give you the scoping memo and the pricing tree before you send the number.
If your client has just asked for one more thing again and you said yes again, module 3 gives you the change-order language to send tomorrow morning.
If you have not run a quarterly review on the practice in six months and you suspect the pipeline is thin, module 9 is the two-hour session that resets the next quarter.

What you get with this course

  • Twelve text-based modules in the Art of Service learning environment.
  • Downloadable templates: scoping memo, change-order memo, weekly status doc, intake call sheet, quarterly book review, 12-month practice plan.
  • Five reusable deliverable templates across vendor master cleanse, S&OP diagnostic, supplier scorecard, inbound logistics flow review, MRP parameter audit.
  • Pricing-decision tree and fee-calculator spreadsheet.
  • EU-LatAm engagement-setup checklist covering invoicing, VAT and IVA, Incoterms, and trade-finance vocabulary.
  • Hand-built implementation playbook produced after purchase, tailored to the practice positioning at azs-eu.

What you will have in hand by Day 1, Week 1, Month 1

Within 24 hours: account in the Art of Service learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

Week 1: complete modules 1 to 3 and rewrite the next scoping memo using the template.

Week 2: complete modules 4 and 5 and ship the first weekly status doc in the new format.

Week 4: complete the remaining modules and run the first quarterly book-of-business review.

Month 3: revisit the 12-month plan from module 12 and adjust based on the first full quarter of running the new operating model.

Before and after

Before

A practice that delivers excellent technical work, wins business through reputation, and quietly loses two unpaid quarters a year to proposal generation, under-scoped engagements, and scope creep that never gets re-billed.

After

A practice that runs a continuously scoped three-engagement rolling book, knows which two target accounts it is pursuing this quarter, has a referral artefact going out every Friday, and prices each engagement against a written floor rather than against the client's reaction.

What happens if you do not address this

The cost of not closing the gap is not a dramatic event. It is the slow accumulation of unpaid weeks. Two quarters a year of revenue you should have but do not, because the practice was set up to deliver one engagement at a time, never to keep a rolling book continuously scoped. Across five years that is more than a year of earnings the practice was capable of producing but did not.

Who it is for

Independent supply chain consultants running a single-person practice. Typically the founder, principal, and delivery function in one person. Operating across procurement, S&OP, logistics, network design, or supplier management. Working with mid-market clients and occasional public-sector or trade-promotion bodies. Already winning work on reputation and direct relationships, not on marketing spend. Earning enough to pay the bills but watching one or two quarters a year evaporate into proposal writing and admin.

Who this is NOT for. This is not for in-house supply chain managers, not for partners at large consulting firms with delivery teams behind them, and not for early-career consultants still building their first three references. It assumes you have already delivered ten or more paid engagements and the question is no longer can I deliver but how do I keep a steady book without burning a quarter on proposals nobody pays for.

How it arrives

Text-based course in the Art of Service learning environment, plus downloadable templates and worked examples for every module, plus the hand-built implementation playbook delivered alongside course access.

Time investment. Roughly eight to ten hours of reading and template work across the twelve modules. A further four to six hours to populate the templates against your current book. The quarterly book review is two hours every three months thereafter.

Why $199 is the right number

The closest alternatives are generic solo-consulting business courses that treat consulting as a single discipline, and supply-chain certification programmes that teach technical content you already have. Neither addresses the operating-model gap of a single-person supply chain practice. This course is built for someone who already has the technical skill and needs the practice operating system around it.

FAQ

I already have a scoping memo template I use. Why a new one?
Most existing templates protect the client. This one protects you. The difference is the out-of-scope section being as long and as specific as the in-scope section, the change-order trigger being named explicitly, and the fixed-fee number being defended in writing rather than negotiated by email.
Does this work for a practice that runs across two regions?
Yes. Module 6 is built around cross-border engagement mechanics. The course is written from the perspective of a Berlin-based practice serving European and Latin-American clients, so the EU-LatAm specifics are first-class content rather than an afterthought.
I am the only person in the practice. When do I have time to take this?
The modules are written to be read in 45-minute slots between client work, and most of the value comes from filling in the templates against your current book rather than abstract study. The first week is roughly three modules and one rewritten scoping memo on your next live opportunity.
Is there a money-back guarantee?
Thirty days. If after working through the first three modules and rewriting one scoping memo you do not see how the operating model closes the unpaid-quarter gap, ask for a refund.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.