If you’re thinking about making the leap from a corporate career to working as a consultant, you might be hitting the Pause button simply because the setup seems daunting. Maybe you want to offer your consulting services for small fitness coaching businesses, or you’re a great interior designer who wants to do one-time consults with new small businesses that don’t have a budget for a designer but could use an hour’s worth of tips about lighting and color schemes. Maybe you’re a former book agent who helps new authors nail their first book proposal. Whatever the case, you’re likely feeling overwhelmed by complicated booking software and expensive platforms that offer far too many bells and whistles than you really need at this stage in your career.
Enter Google Forms and the Payable Add-On. With this simple setup, you can create a Google Form to collect client information—like how long they’ve had their business, what problems they’re having, how they think you’ll be able to help.
Then, using the Payable Add-On, you can accept payment from new and returning clients. In under 10 minutes, you can be set up and accepting responses, without having to set up a fancy new website or pay any kind of subscription fees. If you already have a blog like a WordPress that you’re using, you can embed your Form right on your website to create one seamless, simple client intake and checkout page.
As people sign up and pay, their information is collected in the connected Google Sheet. Then, you can quickly reference your Sheet to find out your client’s goals for their business before you connect on your first call.
Starting a business is already complicated enough—make it easy for clients to sign up for your services while inputting all the information you need to know to help them reach their goals. Use Payable and get started taking payments while collecting clients today!
How to get launch your consulting business in minutes
Simply set up a Google Form, activate the Payable Add-On, and in minutes, you can collect money as clients fill out your Form and are moved through the checkout process.
We even have a simple, free Consulting Form Template to get you started: Just copy it and make it your own! Change your options to showcase what type of clients you work with, set up payment options based on flat rate, hourly or a starting retainer. Ask incoming clients the questions you need to know in order to hit the ground running.
(Don’t forget to follow the instructions in the template to activate the Payable Add-On and set it to start collecting payments.)
If you need more help, we have a step-by-step tutorial here, or this quick video can walk you through: