Tools and courses for freelance consultants
Boss Insights Courses & Resources
Tools to make your freelance journey smoother (and more sustainable).
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🌿 Read Boss Insights
Reflections and tools for building a business that fits your life.
Part pep talk, part field guide—Boss Insights helps independent consultants and purpose-driven professionals grow with intention. Expect honest stories, practical strategies, and gentle coaching to keep you aligned as you build something sustainable.
Cultivate Your Craft
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Clarify What Matters: A Personal Values Self-Assessment
Digital downloadA practical values-identification tool to help you define what matters, spot your priorities, and align your work and life with greater intention.
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Boss Up & Get Registered
CourseReady to take your consulting business from idea to official? This fast-track course shows U.S.-based freelancers how to register, get an EIN, and open a business bank account. Take this course on-demand and register today.
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Quick Facts on Go/No Go Decision Making
Digital downloadStop chasing every funding opportunity. Download this free guide to standardize your decision-making, protect your team’s capacity, and ensure every proposal aligns with your mission.
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Freelance Consultant Reflection & Planning Workbook
Digital downloadThis 12-page digital guide empowers freelance consultants to assess their business, set priorities, and strategically plan for future success.
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The Rapid Reset
BundleFor bosses facing an immediate hurdle. This 3-week targeted coaching series cuts through the noise of high-stakes decisions or confidence crises to create an actionable battle plan. Move from paralyzed to proactive.
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Lead Cultivation Workbook: Low-Pressure Sales for Consultants
Digital downloadTurn prospect curiosity into client commitment. A 10-page guide with scripts, follow-up templates, and frameworks for confident, non-salesy lead nurturing.
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Leadership Growth Areas Self-Assessment
Digital downloadDownload this reflective workbook for values-based leaders. Use the Leadership Wheel to identify your strengths, map your growth areas, and lead with authenticity.
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Service Area Builder Workbook for Consultants
Digital downloadUnlock your consulting potential with our Service Area Builder! Perfect for freelancers, this resource helps you define your offerings and communicate effectively about what you do.
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Sustainable Rate Workbook for Freelancers
Digital downloadDon't price for burnout. Download the Boss Insights Rate Setting Workbook to calculate a sustainable hourly rate that covers your life, business costs, and future growth.
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Rethinking Work
CourseFeeling stuck or burned out? Rethinking Work helps you slow down, reconnect to your values, and take your next small, intentional step toward a career that actually fits.
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Boss Insights On-Ramp Course Overview
Digital downloadExplore our concise 4-page factsheet to discover how our freelance training and tools help consultants design sustainable businesses — from first clients to long-term growth.
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First Time Coaching Session
CoachingNot sure if coaching is what you need to feel more empowered to move forward? Schedule a one-off 45-minute session with Whitney to discuss the challenges you are facing and determine if working together would be a good fit.