Excel Consulting Buyer’s Guide

I’m ramping up my Excel consulting business. In these times of woe and want, it’s nice to have a backup plan. I’d like to have a web page where potential clients can read about Excel consulting in general, and not necessarily a sales pitch for a particular consultant. The purpose will be to properly prepare the client for the experience and to establish a default position for things like travel, fees, payment terms, etc.

I’m not sure how useful it will be to clients I’m trying to sell when it’s not specifically about me. For instance, I don’t travel. If a project requires me to be on-site, it’s not for me. But I’m quite sure there are consultants out there who are willing to travel even when it’s unnecessary. But I guess it will raise the point for discussion, and that’s probably good.

So I’ve set up Excel Consulting Buyer’s Guide to start building the document. I’ve been using jottit for general note taking recently and I like it. It seemed like a good enough place to start. I’ve thrown out some questions, which makes it look like a FAQ. I don’t know if it’s the best final form for this kind of page.


If you’re in the market for an Excel consultant, you may have some questions. Or you may not even know enough to have a question. This document provides information about freelance Excel consulting and what you can expect if you contract with a consultant.

If you want to contribute, send me an email and I’ll send you the password.

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9 thoughts on “Excel Consulting Buyer’s Guide

  1. I’m an excel consultant and was referred to you by Al Vachris.
    I’ve done excel consulting for 19 years now starting with Philip Morris in 1990 and would like to contribute to your site.

    very best of luck with it,

  2. Great guide, always helps to have a backup strategy!

    There’s possibly a typo in the section for references. Should the sentence: –

    “However, if a consultant can come up with at least two good references, you may want to look elsewhere”

    read as

    “However, if a consultant can’t come up with at least two good references, you may want to look elsewhere”

  3. I’m also an Excel consultant. I will give this link to my prospective clients to guide them well on choosing the right consultant. Thanks for creating this.

  4. That location is temporary while the document is edited. I plan to move it to properly formatted HTML page, so stay tuned before you distribute the link.

  5. Hi Dick

    I would like to be included in a list of excel /vba consultants
    Available in australia – but consult worldwide on jobs
    plenty of references available
    usually charge $80 per hour but also provide fixed price quotes where required.

    Let me know when you get the buyers guide set up permanently

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