בס״ד

Consulting Package Productization Sweep — Hook Street

docs/HOW_TO/consulting-package-productization.md · last changed (pre-VM history) · rendered from GitHub master

Consulting Package Productization Sweep — Hook Street

Codified from Gmail draft 19dc1148edd2bec5 · Apr 24 2026

Honest answer first

This is 6 sub-deliverables. DO NOT attempt in one sitting.
Sequence matters: Fee Sheet first (sets pricing for everything else).
~6–7 hours total spread over 1–2 weeks.
Done state = you can quote a warm lead in <10 min.

Source of truth: docs/CONSULTING_PACKAGE.md.

Deliverable A — Fee Sheet (60 min) — START HERE

Why first: every other asset references pricing.

  1. Open CONSULTING_PACKAGE.md → "Fee Structures" section
  2. Create Google Doc: "Hook Street Consulting — Fee Sheet 2026"
  3. Structure (1 page max):
    - Header: Hook Street Capital + tagline ("Fractional COO, AI-augmented, no overhead")
    - 3 packages side-by-side or stacked:
    • Skeleton 90-Day — $15–20K flat
    • Monthly Retainer — $5K/mo
    • Project-Based — from $3K
    • For each: what's included, time commitment, payment terms
    • Footer: 50% deposit / 50% on completion, contact info
  4. Export to PDF
  5. Save to Drive: /Hook Street/01. Consulting/Marketing Assets/

Deliverable B — One-pager for website (90 min)

For hookstreetservices.com.

  1. Verify domain status:
    - WHOIS lookup hookstreetservices.com
    - If not registered: register on Cloudflare (~$10)
    - If parked: deploy basic landing
  2. Tool: Canva (fast) or Figma (better)
  3. One page, sections:
    - HEADLINE: positioning one-liner from CONSULTING_PACKAGE.md
    - WHAT I DELIVER: 3–4 bullets of outcomes (not features)
    - WHO IT'S FOR: ideal client profile from package doc
    - INVESTMENT: "Engagements start at $15K" + link to fee sheet
    - CONTACT: sam@hookstreetcapital.com + Calendly link
  4. Export as PDF + as web-ready PNG
  5. Deploy:
    - Quick option: GitHub Pages (free)
    - Or upload to existing site
  6. Test on mobile

Deliverable C — Proposal template (90 min)

  1. Reference: signed Eden Gardens SOW (Drive ID 1wzbRjphmjAJHRsF8bJmoHgn2s2b5R5iCdMgjuK-E1hg)
  2. Open Word (or Google Docs)
  3. Create template with fillable fields:
    - [CLIENT NAME]
    - [ENGAGEMENT TITLE]
    - [DATE]
    - [SCOPE] — pull from package doc, allow customization
    - [FEE]
    - [PAYMENT SCHEDULE]
    - [DELIVERABLES] — numbered 1–10 from package
    - [TIMELINE]
    - [SCOPE PROTECTION CLAUSE] — copy verbatim from EG SOW
    - [SIGNATURE BLOCKS]
  4. Lock structural elements (tables, headers)
  5. Save as .docx template
  6. Save to Drive: /Hook Street/01. Consulting/Templates/

Deliverable D — Eden Gardens case study (60 min)

Anonymized, 2 pages max.

  1. Outline:
    - CLIENT: "Mid-size Florida resort developer, 8-property portfolio, $3–5M revenue"
    - SITUATION: Founder-led, no operating skeleton, scope drift across 8 months
    - ENGAGEMENT: 90-day skeleton, 5 deliverables, $65K
    - WHAT WE BUILT: Entity architecture, decision rights matrix, comm structure, financial cadence, 90-day plan
    - OUTCOME: [careful here — engagement closed without full Phase II; frame as "structural foundation set, ownership transferred to internal team"]
    - LESSON: How AI-augmented delivery compressed what would normally be 6-month consulting work

  2. Watch outs:
    - NO real names (no Eli, Huvie, Steinhardt)
    - NO dollar specifics that could ID them
    - NO mention of mikvah, concert, or specific drama
    - Run by Asher before publishing if you're unsure

  3. Format: Clean PDF, branded

  4. Save to Drive: /Hook Street/01. Consulting/Marketing Assets/

Deliverable E — LinkedIn positioning post (45 min)

  1. Hook (line 1): "Most $1–5M businesses don't need a COO. They need a 90-day operating skeleton."
  2. 3 paragraphs:
    - PROBLEM: Founder-led companies stuck between chaos and "too small to hire COO"
    - APPROACH: Fractional, AI-augmented, deliverables in weeks not months, no big firm overhead
    - WHO IT'S FOR: $500K–5M revenue, 2–10 employees, Sheets-friendly, values speed
  3. CTA: "DM for the fee sheet" (NOT "let's hop on a call" — too aggressive)
  4. Hashtags: #FractionalCOO #SmallBusinessOps #AIAugmented (max 3)
  5. Schedule for Tuesday or Wednesday, 8:00 AM ET
  6. Have fee sheet PDF ready to send to anyone who DMs

Deliverable F — Intro email template (30 min)

For warm leads.

Subject options (test 2–3):
- "Quick intro from [REFERRER]"
- "Following up from [REFERRER's intro]"
- "[Their company] + Hook Street?"

Body — 4 short paragraphs:

PARA 1: Connection[REFERRER] mentioned you might be looking for [X]. Quick intro.

PARA 2: What you do (1–2 sentences max)I run Hook Street Capital — fractional ops for $1–5M businesses. AI-augmented delivery, 90-day skeleton model, no big firm overhead.

PARA 3: Why now (specific to them)From what [REFERRER] shared, sounds like [their pain point]. That's exactly the gap our skeleton engagement addresses.

PARA 4: One-question CTAWorth a 20-min call to see if there's a fit? Calendly: [link]

Save as Gmail template + canned response.

Sequencing — over 2 weeks

Week 1:
- Day 1: Deliverable A (Fee Sheet) — 60 min
- Day 3: Deliverable D (Case Study) — 60 min
- Day 5: Deliverable F (Intro Email) — 30 min

Week 2:
- Day 8: Deliverable C (Proposal Template) — 90 min
- Day 10: Deliverable B (Website One-Pager) — 90 min
- Day 12: Deliverable E (LinkedIn Post) — 45 min, schedule for Day 14
- Day 14: Post goes live

Done state

Every asset in place and easily accessible. You can:
- Quote a warm lead in <10 min (intro email + fee sheet)
- Send a proposal in 30 min (proposal template + scope from convo)
- Drive inbound from LinkedIn (post + website + case study)
- Position consistently across all channels

Source trail · docs/HOW_TO/consulting-package-productization.md @ master · rendered 2026-07-02 7:23 PM EDT by scripts/build-docs.py · the .md in the repo is the truth; this page is the phone-readable view