Expert Products & Services
Welcome to Catalant’s Learning & Development
Center
Explore content designed to help you get started and excel as an independent consultant.
This page and its resources are just getting started! We are building towards a future where the content here is robust, diverse in format and tailored to meet your needs – whether you are just getting started or have had a practice for many years.
Topics
Getting Started Presenting Yourself Developing Opportunities Closing Opportunities Managing Your Practice
Getting Started
The Legal Side of Being an Independent Consultant: Entity Formation
Navigate the legal foundations of independent consulting by learning how to choose the right business structure, protect your personal assets, and set your practice up for long-term success.
Understanding the Risks of Going Independent & Pathways to Success
Explore the risks and rewards of independent consulting while gaining practical strategies to manage uncertainty and build a successful solo practice.
How to Get Started as an Independent Consultant
Lay the foundation for a successful consulting practice by setting up your business infrastructure, refining your positioning, and building systems to win and deliver high-impact work from day one.
Presenting Yourself
How to Position Yourself as an Independent Consultant
Learn how to effectively define your niche, articulate your unique value, and stand out in a crowded consulting market to win more of the work you want.
How to Create a High-Impact Profile on Catalant
This Catalant-specific guide walks you through building a standout profile that highlights your expertise and attracts the right client opportunities through the platform.
Developing Opportunities
Win in the Room: Best Practices for Interview Execution
An actionable guide to running client interviews with intention by steering the conversation and fostering collaboration to convince the client you’re the right candidate, right now.
Prepping to Win: How to Set Up for Interview Success
Get practical tips for preparing for client interviews – on or off Catalant – to ensure you show up ready to make an impression and push the process forward.
How to Craft a Winning Pitch on Catalant
Review best practices for writing strong, tailored pitches that capture client attention and increase your chances of winning work on the Catalant platform.
Closing Opportunities
Crafting for the Close: How to Write Proposals That Win
Tips for nailing the final step in winning work with clear, convincing proposals that connect the dots for clients and make it easy to say yes.
Pricing to Win: How to Charge Confidently and Competitively
Guidance on how to effectively price yourself and your services to avoid undervaluing your work or scaring off potential clients.
Managing Your Practice
What You Need to Know About Business Insurance as an Independent Consultant
Understand the types of insurance independent consultants may need, when clients require proof of coverage, and how to get protected quickly to meet enterprise standards and reduce financial risk.
Managing Money: Your Guide to Accounting & Bookkeeping
Learn how to stay on top of your finances as an independent consultant with practical guidance on bookkeeping, accounting tools, tax considerations, and whether to go DIY or hire professional help.
Accessing Health Insurance as an Independent Consultant
Explore the most common health insurance options available to independent consultants in the U.S., from short-term coverage to long-term plans, and learn how to choose what’s right for you.
Business Banking Basics for Independent Consultants
Set your consulting practice up for financial success with a clean, professional banking setup that simplifies invoicing, expense tracking, and tax readiness.
The Essential Tech Stack for Independent Consultants
Build a streamlined, professional tech stack with the essential tools every independent consultant needs for smooth operations and high-quality delivery.
