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How Consultants Productize Their Frameworks Into Explainer Series

Consultants can turn their proprietary frameworks into explainer series, attracting inbound clients, supporting retainers, and seeding digital offers…

How Consultants Productize Their Frameworks Into Explainer Series

How Consultants Productize Their Frameworks Into Explainer Series Consultants can turn their proprietary frameworks into explainer series, attracting inbound clients, supporting retainers, and seeding digital offers without giving away their entire engagement. This process, known as productizing, involves transforming slide decks into public, teachable content that showcases their method and expertise. By doing so, consultants can create a steady stream of potential clients and establish themselves as thought leaders in their industry.

What Makes a Successful Explainer Series? To create an effective explainer series, consultants must carefully balance what they reveal and what they reserve for paid work. The goal is to provide valuable, actionable content that demonstrates their expertise without giving away their proprietary methods. A successful explainer series should include: A clear, memorable framework that can be broken down into 5-8 teachable chunks Consistent end cards that route viewers to a diagnostic call, newsletter, or productized package * A mix of revealed and reserved content, such as: + Revealed: vocabulary, common mistakes, diagnostic questions, lightweight templates + Reserved: client-specific analysis, full facilitation, proprietary data rooms, implementation sprints

Designing an Explainer Series for Consultants When designing an explainer series, consultants should consider the following structure: | Episode | Topic | Goal | | --- | --- | --- | | 1 | The costly mistake | Introduce the problem and framework | | 2-N | Stages of the framework | Break down the framework into manageable chunks | | Finale | How an engagement typically runs | Provide a clear call-to-action and next steps | This structure allows consultants to showcase their expertise, provide value to viewers, and establish themselves as thought leaders in their industry.

Building Credibility with Visual Proofs To build credibility and trust with potential clients, consultants can use visual proofs such as: Anonymized patterns (e.g., "three Series B teams made this scoping error") Sanitized one-page briefs, RACI sketches, and timeline boards These visual proofs demonstrate the consultant's expertise and provide social proof without revealing confidential details.

Producing Explainer Content on a Billable Calendar To produce explainer content on a billable calendar, consultants can: Batch boards on Fridays Approve stills asynchronously * Edit on a travel day This approach allows consultants to create high-quality content without sacrificing billable hours.

Creating a Commercial Ladder A commercial ladder is a series of offers that escalate in value and price, allowing consultants to upsell and cross-sell their services. For example: 1. Explainers → newsletter → diagnostic workshop → retainer/project 2. Explainers → paid template → cohort for practitioners Consultants can choose one ladder for a quarter and focus on promoting and delivering that offer.

Decision Table for Choosing a Commercial Ladder The following decision table can help consultants choose the most suitable commercial ladder for their explainer series: | Goal | Target Audience | Offer | | --- | --- | --- | | Attract inbound clients | Business owners, entrepreneurs | Explainers → newsletter → diagnostic workshop | | Support retainers | Existing clients | Explainers → paid template → cohort for practitioners | | Seed digital offers | Wider audience | Explainers → online course → community membership | By using this decision table, consultants can select the most effective commercial ladder for their explainer series and achieve their desired goals.

Avoiding Common Pitfalls To avoid common pitfalls, consultants should: Avoid posting vague thought leadership with no named method Avoid oversharing, which can make clients wonder what they're paying for Use consistent naming between LinkedIn carousels and Reels Treat the series like a product roadmap with versions, updating the lead magnet and shipping a "v2" episode when the framework evolves

Worked Example: Productizing a Framework for Marketing Strategy Let's say a consultant has a framework for marketing strategy that includes the following components: Situation analysis Goal setting Target audience identification Channel selection * Budget allocation To productize this framework, the consultant could create an explainer series with the following episodes: 1. Introduction to the marketing strategy framework 2. Situation analysis: how to conduct a thorough analysis of your market 3. Goal setting: how to set realistic and achievable marketing goals 4. Target audience identification: how to identify and understand your ideal customer 5. Channel selection: how to choose the right marketing channels for your business 6. Budget allocation: how to allocate your marketing budget effectively The consultant could then use the commercial ladder approach to upsell and cross-sell their services, such as offering a diagnostic workshop or a retainer/project.

Second Worked Example: Productizing a Framework for Sales Enablement Let's say a consultant has a framework for sales enablement that includes the following components: Sales process mapping Content creation Training and coaching Performance metrics and analysis To productize this framework, the consultant could create an explainer series with the following episodes: 1. Introduction to the sales enablement framework 2. Sales process mapping: how to create a tailored sales process for your business 3. Content creation: how to develop effective sales content that resonates with your target audience 4. Training and coaching: how to train and coach your sales team for success 5. Performance metrics and analysis: how to measure and analyze sales performance to inform future improvements The consultant could then use the commercial ladder approach to upsell and cross-sell their services, such as offering a paid template or a cohort for practitioners.

Failure Modes and Fixes The following are common failure modes that consultants may encounter when creating an explainer series, along with suggested fixes: Failure mode: lack of clarity and consistency in the framework Fix: review and refine the framework to ensure it is clear, concise, and easy to follow Failure mode: insufficient visual proofs to build credibility and trust Fix: develop and incorporate anonymized patterns, sanitized one-page briefs, RACI sketches, and timeline boards to demonstrate expertise and provide social proof Failure mode: ineffective commercial ladder that fails to upsell and cross-sell services Fix: review and refine the commercial ladder to ensure it is tailored to the target audience and offers a clear progression of value and price Failure mode: failure to update and refine the explainer series over time Fix: treat the series like a product roadmap with versions, updating the lead magnet and shipping a "v2" episode when the framework evolves

Ship Checklist for Consultants Before shipping an explainer series, consultants should check the following: Is the framework clear and memorable? Are the episodes well-structured and easy to follow? Is the content valuable and actionable? Are the visual proofs effective in building credibility and trust? Is the commercial ladder clear and well-defined? Are the pitfalls avoided, such as vague thought leadership and oversharing? By following this checklist, consultants can ensure that their explainer series is high-quality, effective, and profitable.

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