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.
Getting Started
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.
Developing Opportunities
Win in the Room: Best Practices for Discovery Calls
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.
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.
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.
