Retainer: consulting tools

Reviewed Jan 1, 2000.

• tools: 5 tools scanned
• metadata: scanned

No findings.

Tools (5)

• map_stakeholders

  Sort stakeholders on a power/interest grid (Mendelow's matrix) into Manage Closely, Keep Satisfied, Keep Informed, and Monitor, with what to do for each group. Returns a link that opens the finished map in Retainer's free stakeholder mapping tool. Scores are relative: what matters is where people sit compared to each other, not the exact number.

• calculate_consulting_rate

  Work out what an independent consultant should charge: minimum and recommended hourly rate, day rate, monthly equivalent, and a suggested monthly retainer or project day rate. Use when someone asks what to charge, how to price a retainer, or whether their rate is too low. Ask for their income goal if you don't know it; the other inputs have sensible defaults. Returns a link that opens Retainer's free rate calculator with these numbers.

• check_capacity

  Check whether an independent consultant has room for another client: available billable hours, current utilization, and whether they are under target, over target, or overcommitted. Use when someone asks if they can take on new work or feels stretched. Returns a link that opens Retainer's free capacity calculator with these numbers.

• rank_client_profitability

  Rank a consultant's clients by revenue per hour, with totals and the average, and flag which clients earn below average. Use when someone asks which clients are worth keeping, which to raise prices on, or why they're busy but not earning more. Returns a link that opens Retainer's free client profitability calculator with these clients.

• find_neglected_relationships

  Check which clients, past clients, or referral sources a consultant has gone too long without talking to. Sorts contacts by days of silence into healthy (<30 days), cooling (30+), neglected (60+), and urgent (90+), with a suggested next step for each and an overall network health score. Use when someone asks who to follow up with or worries their pipeline is drying up. Returns a link that opens Retainer's free BD neglect detector with these contacts.