Kaltvane for Consultants

Complete System

Every document a consultant needs, from the first email to the renewal, connected.

99 €

Walk through the system

Secure checkout by Lemon Squeezy

19 kits
5 stages
Google Docs, Word and Notion
one-time purchase
instant download

The walk through the system

Five moments with one client. Nineteen documents.

Stage 1 of 5 · 1 kit

Attract

The client asks: “Who is this person?”

E1First-Contact Email

What you walk away with

A booked discovery call

Hand-off to Discover E1 carries over: the booked call.

Stage 2 of 5 · 1 kit

Discover

The client asks: “Do they understand my problem?”

F1Discovery Kit

What you walk away with

A diagnosis, a number the client put on the problem, a score and one next step

Hand-off to Propose F1 carries over: baseline, client's own cost estimate, decision maker, score.

Stage 3 of 5 · 11 kits

Propose

The client asks: “What exactly would I be buying?”

What you walk away with

A proposal the client can approve

If the client goes quiet: F2 Proposal Follow-up Sequence. You walk away with a clear yes, no or "not now".

Hand-off to Deliver C2, C4 and S1 to S5 carries over: accepted scope, price, dates.

Stage 4 of 5 · 3 kits

Deliver

The client asks: “Is this on track?”

What you walk away with

A project that starts well, stays inside scope and stays visible

Hand-off to Retain E6 carries over: monthly results against the baseline.

Stage 5 of 5 · 3 kits

Retain

The client asks: “What happens now?”

What you walk away with

Repeat work, a retainer and proof you can publish with permission

Back to the start C6 carries over: approved proof. It goes into: every future proposal.

Follow one client

One opportunity, from first call to renewal.

Northwind Logistics moves through 12 kits. Fictional example. Every date and figure below comes from the worked case inside the system.

Step 1 of 12
25 Feb
E1 First-Contact Email
Inbound form leads to a first email; call booked for Tuesday 25 February
Step 2 of 12
25 Feb
F1 Discovery Kit
Call on 25 February, score 8 of 10. Delays cost about €48,000 per quarter on the client's own estimate. Cause unclear, so Daniel offers a paid diagnostic
Step 3 of 12
3 Mar
F2 Proposal Follow-up Sequence
Proposal sent 3 March; follow-ups 5, 10, 11, 14 and 18 March
Step 4 of 12
24 Mar
C1 Diagnostic + Roadmap Proposal
Accepted 24 March. Diagnostic €9,500 excl. VAT, 7 to 18 April. Report 23 April shows 70% of projects on time
Step 5 of 12
14 Apr
E2 Change Order
Change order CO-001 on 14 April adds four customer service interviews: +€1,400, +3 working days, approved 15 April
Step 6 of 12
30 Apr
C2 Three-Tier Proposal
Proposal 30 April, three tiers (€9,800, €18,500 recommended, €26,000). Accepted "Together" by email on 8 May, €17,000 after the €1,500 credit
Step 7 of 12
9 May
E4 Phased Quote
Phased quote Q-014, 9 May, for internal approval
Step 8 of 12
19 May
E5 Kickoff & Onboarding Plan
Kickoff Monday 19 May, charter with the KPIs
Step 9 of 12
20 Jun
E6 Monthly Executive Report
Monthly reports from 20 June
Step 10 of 12
25 Jul
C5 Final Report + Next Phase Proposal
Final report 25 July: 88% on time (44 of 50)
Step 11 of 12
30 Jul
C3 Strategic Retainer Proposal
Retainer proposal 30 July, €3,400 per month, accepted 31 July
Step 12 of 12
With permission
C6 Case Study
Case study with the client's permission and a placeholder quote

The difference

It tells you what to write and what to say.

Every kit has a client version you send and a working version that explains each section while you write. Same pieces, two jobs.

Drag the handle, touch and slide, or use the arrow keys.

Working version of the same page: the same section, with a shaded guidance box under it. — Real pages from C2, Three-Tier Proposal. Left: what you send. Right: what you read while you write. Examples inside the kits are fictional.

Client version of the C2 Three-Tier Proposal: section 1, Where you are and where you want to be, with bracketed fields to fill in. — Real pages from C2, Three-Tier Proposal. Left: what you send. Right: what you read while you write. Examples inside the kits are fictional.

Only in the bundle

The tools that hold the system together.

System guide, pricing guide, pricing calculator, pipeline tracker and Notion hub spec come only with the bundle. The executive decks come with C1, C2 and C3.

Pricing calculator, preview

A small preview of the Calculator sheet in pricing-calculator.xlsx, with the same formulas and defaults (Tier 1 at 55% and Tier 3 at 140% of Tier 2, rounded to 100). The values shown are the fictional Northwind example.

Turn on JavaScript to change the values.

Client's estimated cost of the problem per period (EUR)

Number of periods

Period label

Your Tier 2 price (EUR)

Total estimated cost of the problem: 48,000 EUR
Tier	Price (EUR)	Ratio to Tier 2	Value-to-price	Price as % of cost
Tier 1 (Basic)	10,200	55.1%	4.71x	21.3%
Tier 2 (Recommended)	18,500	100.0%	2.59x	38.5%
Tier 3 (Premium)	25,900	140.0%	1.85x	54.0%

OK: both tiers within the guide ranges

Anchor sentence for your proposal

For context: you estimate this problem costs €48,000 per quarter. The Recommended option is €18,500.

The sentence attributes the figure to the client and promises no result.

Pipeline tracker, Opportunities sheet: the columns Client, Status, Recommended path and Next kit for three fictional clients. — **Pipeline tracker** (Excel and Google Sheets). Recommended path and Next kit are filled in from the F1 score and the status.

Notion hub

A build specification for a Sales Hub page with 5 subpages and 5 linked databases. Counts below are read from the spec.

Sales Hub

Pipeline
Proposals
Templates
Proof
How to use this hub

Templates library10 properties · 3 views · 19 sample rows
Opportunities30 properties · 5 views · 8 sample rows
Proposals15 properties · 4 views · 7 sample rows
Proposal months9 properties · 3 views · 4 sample rows
Case studies and testimonials13 properties · 3 views · 5 sample rows

5 databases · 77 properties · 18 views · 43 sample rows.

First page of the system guide — System guide

First page of the pricing guide — Pricing and anchoring guide

Executive decks

Slide from the Diagnostic + Roadmap Proposal executive deck — C1 Diagnostic + Roadmap Proposal

Slide from the Three-Tier Proposal executive deck — C2 Three-Tier Proposal

Slide from the Strategic Retainer Proposal executive deck — C3 Strategic Retainer Proposal

Everything inside

The full inventory, by stage.

Every kit, with its files and formats. Open a stage to see its kits, then a kit to see its files.

Attract 1 kit

E1 First-Contact Email 5 files · 9 € separately

Word / Google Docs Notion Markdown PDF

first-contact-email-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
first-contact-email-working.docx The same pieces with line-by-line guidance. For you only.
first-contact-email-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
first-contact-email.md The kit as Notion-ready Markdown.

See the kit page

Discover 1 kit

F1 Discovery Kit 5 files · Free separately

Word / Google Docs Notion Markdown PDF

discovery-kit-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
discovery-kit-working.docx The same pieces with line-by-line guidance. For you only.
discovery-kit-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
discovery-kit.md The kit as Notion-ready Markdown.

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Propose 11 kits

F2 Proposal Follow-up Sequence 5 files · Free separately

Word / Google Docs Notion Markdown PDF

proposal-follow-up-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
proposal-follow-up-working.docx The same pieces with line-by-line guidance. For you only.
proposal-follow-up-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
proposal-follow-up.md The kit as Notion-ready Markdown.

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E3 Strategy Session Proposal 5 files · 19 € separately

Word / Google Docs Notion Markdown PDF

strategy-session-proposal-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
strategy-session-proposal-working.docx The same pieces with line-by-line guidance. For you only.
strategy-session-proposal-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
strategy-session-proposal.md The kit as Notion-ready Markdown.

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E4 Phased Quote 5 files · 19 € separately

Word / Google Docs Notion Markdown PDF

phased-quote-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
phased-quote-working.docx The same pieces with line-by-line guidance. For you only.
phased-quote-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
phased-quote.md The kit as Notion-ready Markdown.

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C1 Diagnostic + Roadmap Proposal 8 files · 49 € separately

Word / Google Docs Notion Markdown PDF PowerPoint

diagnostic-roadmap-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
diagnostic-roadmap-working.docx The same pieces with line-by-line guidance. For you only.
diagnostic-roadmap-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
diagnostic-roadmap.md The kit as Notion-ready Markdown.
diagnostic-roadmap-deck.pptx Executive deck with speaker notes.
diagnostic-roadmap-deck.pdf PDF of the deck.
diagnostic-roadmap-designed.pdf Print-ready PDF of the client version.

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C2 Three-Tier Proposal 8 files · 39 € separately

Word / Google Docs Notion Markdown PDF PowerPoint

three-tier-proposal-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
three-tier-proposal-working.docx The same pieces with line-by-line guidance. For you only.
three-tier-proposal-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
three-tier-proposal.md The kit as Notion-ready Markdown.
three-tier-proposal-deck.pptx Executive deck with speaker notes.
three-tier-proposal-deck.pdf PDF of the deck.
three-tier-proposal-designed.pdf Print-ready PDF of the client version.

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C4 Consulting Project Proposal (Base) 5 files · 39 € separately

Word / Google Docs Notion Markdown PDF

consulting-project-proposal-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
consulting-project-proposal-working.docx The same pieces with line-by-line guidance. For you only.
consulting-project-proposal-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
consulting-project-proposal.md The kit as Notion-ready Markdown.

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S1 Process Consulting Proposal 5 files · 39 € separately

Word / Google Docs Notion Markdown PDF

process-consulting-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
process-consulting-working.docx The same pieces with line-by-line guidance. For you only.
process-consulting-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
process-consulting.md The kit as Notion-ready Markdown.

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S2 Sales & Growth Consulting Proposal 5 files · 39 € separately

Word / Google Docs Notion Markdown PDF

sales-growth-consulting-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
sales-growth-consulting-working.docx The same pieces with line-by-line guidance. For you only.
sales-growth-consulting-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
sales-growth-consulting.md The kit as Notion-ready Markdown.

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S3 Financial Performance Consulting Proposal 5 files · 39 € separately

Word / Google Docs Notion Markdown PDF

financial-performance-consulting-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
financial-performance-consulting-working.docx The same pieces with line-by-line guidance. For you only.
financial-performance-consulting-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
financial-performance-consulting.md The kit as Notion-ready Markdown.

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S4 HR & Organization Consulting Proposal 5 files · 39 € separately

Word / Google Docs Notion Markdown PDF

hr-organization-consulting-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
hr-organization-consulting-working.docx The same pieces with line-by-line guidance. For you only.
hr-organization-consulting-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
hr-organization-consulting.md The kit as Notion-ready Markdown.

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S5 Technology & AI Consulting Proposal 5 files · 39 € separately

Word / Google Docs Notion Markdown PDF

technology-ai-consulting-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
technology-ai-consulting-working.docx The same pieces with line-by-line guidance. For you only.
technology-ai-consulting-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
technology-ai-consulting.md The kit as Notion-ready Markdown.

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Deliver 3 kits

E5 Kickoff & Onboarding Plan 6 files · 19 € separately

Word / Google Docs Notion Markdown PDF

kickoff-onboarding-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
kickoff-onboarding-working.docx The same pieces with line-by-line guidance. For you only.
kickoff-onboarding-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
kickoff-onboarding.md The kit as Notion-ready Markdown.
kickoff-onboarding-designed.pdf Print-ready PDF of the client version.

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E2 Change Order 5 files · 19 € separately

Word / Google Docs Notion Markdown PDF

change-order-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
change-order-working.docx The same pieces with line-by-line guidance. For you only.
change-order-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
change-order.md The kit as Notion-ready Markdown.

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E6 Monthly Executive Report 5 files · 19 € separately

Word / Google Docs Notion Markdown PDF

monthly-executive-report-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
monthly-executive-report-working.docx The same pieces with line-by-line guidance. For you only.
monthly-executive-report-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
monthly-executive-report.md The kit as Notion-ready Markdown.

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Retain 3 kits

C5 Final Report + Next Phase Proposal 5 files · 29 € separately

Word / Google Docs Notion Markdown PDF

final-report-next-phase-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
final-report-next-phase-working.docx The same pieces with line-by-line guidance. For you only.
final-report-next-phase-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
final-report-next-phase.md The kit as Notion-ready Markdown.

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C3 Strategic Retainer Proposal 7 files · 39 € separately

Word / Google Docs Notion Markdown PDF PowerPoint

strategic-retainer-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
strategic-retainer-working.docx The same pieces with line-by-line guidance. For you only.
strategic-retainer-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
strategic-retainer.md The kit as Notion-ready Markdown.
strategic-retainer-deck.pptx Executive deck with speaker notes.
strategic-retainer-deck.pdf PDF of the deck.

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C6 Case Study 6 files · 19 € separately

Word / Google Docs Notion Markdown PDF

case-study-client.docx The version you send, in a neutral style with a [Your logo] placeholder.
case-study-working.docx The same pieces with line-by-line guidance. For you only.
case-study-playbook.docx Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
how-to-use.pdf One page: what the kit is for and how to use it.
case-study.md The kit as Notion-ready Markdown.
case-study-designed.pdf Print-ready PDF of the client version.

See the kit page

Bundle-only extras 5 items

System guide: which kit to pick at each moment and how to choose between similar ones
Pricing and anchoring guide
Notion hub specification
Pipeline tracker (Excel and Google Sheets)
Pricing calculator (Excel and Google Sheets)

Delivered in numbered ZIP files and an access PDF with your copy links.

Value

Bought separately, or as one system.

Listed prices of the individual kits, added up. The bundle also includes the extras, which are not sold separately.

Group	Kits	Listed separately
Core C1–C5 and Entry C6	6	214 €
Entry E1–E6	6	104 €
Sector S1–S5	5	195 €
Free F1–F2	2	0 €
All 19 kits	19	513 €
Complete System (19 kits + extras)	19 + extras	99 €
Difference		414 €

One-time purchase. Prices in euros as listed on each kit page.

Confidence

Plain facts.

Formats. Word (opens in Google Docs), PDF, Notion-ready Markdown, Excel and Google Sheets, PowerPoint.
License. use for your own business and your own clients. No resale, sharing or redistribution of the templates. Review terms with a local professional before use. Terms of sale and license.
Refunds. See the refund policy.
Examples. All names, companies and figures in the examples are fictional.
No subscription. A one-time purchase of files you keep.
Not advice. Not legal, tax or financial advice.
Support. [contact email]

Questions about the bundle

What do I get with the Complete System?

All 19 kits across 5 stages (Attract 1, Discover 1, Propose 11, Deliver 3, Retain 3), plus the system guide, pricing guide, Notion hub spec, pipeline tracker and pricing calculator. The executive decks come with C1, C2 and C3.

What formats do I get?

Word files (.docx) that open in Word and Google Docs, PDF guides, a Notion-ready Markdown file and a one-page how-to-use PDF. C1, C2 and C3 add an editable executive deck (.pptx and PDF). The Complete System adds two spreadsheets (.xlsx) that work in Excel and Google Sheets.

How do I open the files in Google Docs, Word or Notion?

Word: open the .docx. Google Docs: File, then Open, then Upload, or use the copy link in your access PDF. Notion: import the Markdown file (Settings, Import, Text and Markdown) or use the duplicate link in the access PDF. Decks open in PowerPoint, Keynote or Google Slides. If the type looks different, install the free fonts Newsreader and IBM Plex Sans.

What does the license allow?

You can use the templates for your own business and your own clients. You cannot resell, share or redistribute the templates, in whole or in part, in any format. Read the full terms on the Terms of sale and license page.

Are the examples real?

No. All names, companies and figures in the examples are fictional and labeled that way. The kits contain no real client data.

Is this legal, financial or HR advice?

No. The kits are templates and guidance. Review terms with a local professional before use.

How do refunds work?

See the refund policy. It is a draft until the founder confirms the final wording.

Is it a subscription or software?

No. Each kit is a one-time purchase of files you keep.

One system, from the first email to the renewal.

Complete System, 99 €. One-time purchase. Secure checkout by Lemon Squeezy; see the terms of sale.

Complete System 99 €