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The Indie Strategist Library

Tools, training, and a tight-knit community for independent marketing professionals.

Everything you need to move from selling tactics to delivering results at the strategic level — yours for one payment, for good.

  • 37 workshops
  • 45+ hours
  • 15 templates
  • Lifetime access
Get Lifetime Access

Overview

You’re a self-employed marketing professional. You’re good at what you do and have been doing it a long time.

You’re deep in the weeds, grinding out deliverables, working hard but feeling like a hamster on a wheel. You don’t have the right kind of traction.

You know you need to move up the strategic ladder to grow (and frankly, to stay relevant). It’s even more important now that AI is taking over the tactical layer.

It’s time to operate at the strategic level.

To do work that gets consistent results for you and your clients. To earn more and do better work.

You’d like to be doing mostly strategic engagements.
To be a fractional CMO, consultant, mentor, or strategic advisor. But you’re not sure how to break out of your current ‘thing’. You feel trapped.
You’d like to document and sell your intellectual property.
To turn your expertise into assets that can be sold as knowledge products, training programs, Claude Skills, speaking engagements, or as complements to your services.
You want to diversify your income.
To sell higher-leverage offerings that grow your bottom line without working more hours.

This curriculum will help you transition from selling tactics to delivering results at the strategic level.

Curious? Hope to see you inside!

—kevin

Kevin C. Whelan Founder of Indie Strategist. Read why he started it.

Read my teaching philosophy

What’s included

Lifetime access to a growing library of resources and training.

Advisor Operating System

Get the essential templates, systems, and workflows you need to run your consulting engagements — from business admin to client engagement to methodology and IP development.

I. Business Admin & Staying Organized

  • Organization & Workflow
  • Consulting Revenue Tracker
  • Proposal Template

II. Client Engagement Processes & Templates

  • Client Kick-Off Email
  • Client Discovery Questionnaire — 100+ Questions
  • Call Notes Template
  • Marketing Strategy & Channel Summary
  • Buyer Personas
  • KPI Spreadsheet
  • Standard Operating Procedures

III. Methodology & IP Development

  • Marketing Playbook (Trello Template)
  • Client Operating System (Trello Template)
  • Market Research (Airtable Template)
  • Swipe File (Airtable Template) + Example

IV. Bonus

  • ConvertKit HTML Template + RSS to Email Automation Tutorial
Training Library

Unlock access to all past workshop recordings with over 45 hours of deep-dive training on specific topics for indie strategists.

Audiolog: Private Podcast

Quick tips, ideas, and real-world-tested strategies to help you grow your business — delivered as a members-only private podcast feed.

Implementer Rolodex

Struggling to find good people to implement your advice? Get access to a database of vetted marketing freelancers — designers, developers, ad managers, copywriters, SEOs, and more.

Expertise Swipe File

A swipe file filled with examples of sales pages, newsletter tactics, service pages, websites, marketing tactics, and more to draw from in your own work.

Slack + Zoom Community

A private Slack community to exchange ideas and connect with other marketers. Kevin also shares examples, links, videos, and private audio lessons exclusively within the community, plus regular Community Calls.

Lifetime Access

You don’t “rent” the materials like with other memberships. When you join, you join for the lifetime of this product — including future trainings and resources added later.

The training

37 deep-dive workshops, 45+ hours. Pick a track, or open any session to see what it covers.

Filter workshops by track
How to Package, Price, and Sell Custom Consulting
Business Model 1.5 hours

One of the most important skills to have as a consultant is your ability to sell custom engagements. While productizing your services is a path you may eventually take, selling customized services makes it more likely your productized services will actually sell — they are pre-validated.

See what this session covers →
How to Design Productized Advisory Services
Business Model 2 hours

Productizing your consulting services so people can buy them “off the shelf” is not as simple as it looks. This workshop teaches you how to design highly profitable productized advisory services — selling your advice and expertise, not just your hands.

See what this session covers →
How to Sell and Deliver Single Strategy Calls
Business Model 1.25 hours

A breakdown of how to package, sell, and deliver single strategy calls — the smallest unit of advisory work, and often the easiest way for a new client to start with you.

See what this session covers →
The Right Way to Sell Fractional CMO Services
Business Model 1.5 hours

How to position, price, and deliver fractional Chief Marketing Officer services — including how to decide whether you should offer them at all, and how to keep the engagement from quietly turning you into an employee.

See what this session covers →
Memberships, Subscriptions, and Community Offers
Business Model

Memberships, subscriptions, and communities are three different things, and most people selling one are accidentally describing another. This session separates them, then works through when the model suits your business, what it costs you to run, and how to price it so it survives.

See what this session covers →
An Intro Guide to Mentorship as a Service
Business Model 1 hour

Mentorship is one of the highest-leverage things an experienced consultant can sell, and one of the least understood. This session covers what it actually is, how it differs from coaching, and how to build it into a business you already run.

See what this session covers →
Intro to Selling Digital Knowledge Products
Business Model

Knowledge products are IP assets you can sell perpetually at close to zero marginal cost — books, courses, templates, processes, workshops. The catch is that the ones that sell are the ones your consulting practice already validated for you.

See what this session covers →
Selling Implementation Like a Strategist
Business Model

Most people doing implementation work think they’re being paid for the deliverable. You’re paid for a business outcome — and once you establish the objective, how it will be measured, and what it’s worth before scoping anything, both the pricing and the scope stop being arguments.

See what this session covers →
Intro to Selling and Delivering Group Coaching
Business Model

The key mindset for group coaching is that it isn’t coaching — it’s transformation. Nobody buys “general coaching”, so this session starts from the specific, compelling change you’re selling, and works back to the roadmap, the pricing, and the maths that decide whether the programme is worth running at all.

See what this session covers →
Intro to Business Development for Marketing Professionals
Marketing

Business is about people, and biz dev is the part of marketing that admits it. This session covers the mindsets that make relationship-building work, who to build relationships with, and the unglamorous systems that keep you tip-of-mind years after the first conversation.

See what this session covers →
Marketing Fundamentals for Consultants
Marketing

The whole framework for marketing your own practice, in order: understand the market, position against the gaps you find, build a platform you own, then publish enough that the right people can’t miss you. It assumes a long-term mindset, because nothing here works quickly.

See what this session covers →
Sales Strategies, Tactics, and Mindsets that Convert
Marketing

Every sales call is a custom conversation, not a pitch, and the goal is to work out whether there’s a fit — not to close. Good sales feels like free consulting. This session is the mindset layer above the custom consulting training, plus the tactics that follow from it.

See what this session covers →
How to Use Writing to Attract More Clients
Marketing

Publishing gives prospects a sample of your expertise, which is most of what they need to hire you. This session covers the mindsets that keep you writing, the strategy behind what you publish, and the tactics that make it read well — including how to get out of your own way.

See what this session covers →
How to Choose a Niche for Your Marketing Practice
Marketing About 90 minutes with Q&A

A deep dive on choosing a niche that looks at both sides of the equation: pragmatic market opportunity and fit with your existing interests. Do you follow the money or your interests? There’s no right or wrong way to do it, but there are risks either way.

See what this session covers →
How to Gain Traction in a New Niche
Marketing

Part two of the niching pair. Choosing the niche is the easy half; this is the groundwork that makes a market fertile — the research, the positioning statement, the separate home base, and the patient relationship-building that gets you known where nobody knows you yet.

See what this session covers →
How to Leverage Conferences & Events to Attract Clients
Marketing

Go to build relationships and learn, not to sell — and turn up as a peer, not a vendor. This session covers working an event as an attendee, getting on the stage, presenting once you’re there, and what sponsorship does and doesn’t buy you.

See what this session covers →
Golden Goose Strategy: How to Leverage Other Audiences to Attract Clients
Marketing

A framework for acquiring clients by partnering with “golden geese” — the audience aggregators who already have trusted groups of your ideal clients — rather than hunting clients one at a time.

See what this session covers →
The 10 Laws of a High-Performing Consultant Website
Marketing Over 75 minutes with Q&A

The laws themselves are mostly intuitive on first read. What makes the difference is the nuance underneath each one — which is why the session spends as long on the conversations around them as on the list itself, and ends with live reviews of three members’ sites.

See what this session covers →
Camera, Lighting, and Audio Setup for Your Home Office Studio
Marketing

As more of the work goes remote, looking and sounding high-resolution is a signal — on client calls as much as in content. Kevin walks through every piece of kit he uses and how it works, then shows how far you can get with almost none of it.

See what this session covers →
How To Use Video To Attract Clients
Marketing

Video lets a prospect see both your expertise and your personality, which is what trust is made of. This session covers the three ways to use it — video-first content, podcasting, and a hybrid of writing and video — with two members’ results as the evidence.

See what this session covers →
Video Basics: How to Record, Edit, and Publish Videos as Marketing
Marketing

The hands-on companion to the video strategy session: a live, over-the-shoulder run through recording, editing, and exporting a marketing video for LinkedIn and YouTube, using tools simple enough that the editing doesn’t become the reason you stop.

See what this session covers →
Copywriting Frameworks 101
Marketing

Copy has three moving parts — hook, body, and call to action — and the frameworks exist to order them. This session walks three of them, then spends as much time on where the raw material comes from, because the research is what separates copy that lands from copy that recites a formula.

See what this session covers →
Creating Proprietary IP Frameworks and Your Signature Methodology
Methodology

A signature methodology starts with a universal value proposition and turns it into a structure that produces repeatable results. This session covers how to build one, the difference between a taxonomy and a process, and how to make the frameworks inside it memorable enough to be worth owning.

See what this session covers →
The 5 P’s of Marketing Execution — Planning & People
Methodology

Part one of the 5 P’s. Most companies have little or no structure in their marketing — it’s spaghetti on the wall. This session covers the two foundations that stop that: what gets planned, and who is on the bus.

See what this session covers →
The 5 P’s of Marketing Execution — Projects & Processes
Methodology

Part two of the 5 P’s: the difference between work that happens once and work that repeats, and why conflating the two is what makes marketing feel chaotic.

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The 5 P’s of Marketing Execution — Performance
Methodology

Part three of the 5 P’s. Performance is the sausage that comes out of the sausage maker: you either get the desired results, or you go back and fix the parts of the system above it.

See what this session covers →
Financial Acumen for Marketing Strategists
Methodology

Without the ability to speak with CEOs about the tangible value of our work, we can’t with a straight face justify our prices nor the added cost of implementing our ideas. This training explores the various ways to “speak CEO” to help you sell your ideas and measure their results.

See what this session covers →
Client Onboarding & Consulting Delivery Process
Methodology

The complete arc of an engagement, from the moment a client says yes through ongoing delivery — the kickoff email, the kickoff call, and a dashboard that becomes the single source of truth. When clients see a clear system, they relax and give into your process rather than grabbing the reins.

See what this session covers →
How to Create Clean, Clear, and Convincing Website Copy and Messaging with Billy Broas
Guest Experts Billy Broas

It’s hard to create compelling copy and messaging that drives a reader from consideration to purchase — particularly on home pages, sales pages, and service pages. Billy walks through how he did it on a high-stakes redesign.

See what this session covers →
Leveraging Deep Insights and Long-Form Content to Attract Clients with Liam Curley
Guest Experts Liam Curley

Do you want to do “content marketing”, or do you want to do insight marketing? Liam teaches his approach to extracting real expertise and turning it into long-form pieces that bring clients to you.

See what this session covers →
Unleashing the Power of AI and ‘Dark Data’ to Find Profitable Market Insights with Abi Awomosu
Guest Experts Abi Awomosu

“Dark data” is the unstructured material you already have — conversations, notes, comments, threads — that never makes it into a spreadsheet. Abi shows how to audit it, extract customer insight from it with AI, and build an assistant that will argue with your ideas on your market’s behalf.

See what this session covers →
How to Negotiate Advisor Equity Compensation with Rod Burkert
Guest Experts Rod Burkert

Taking equity instead of fees sounds like upside until you have to value it. Rod is a business valuation professional, and this session is a plain look at what the equity is actually worth, what it exposes you to, and what to negotiate for instead.

See what this session covers →
Google Analytics 4 Workshop with Jordan Choo
Guest Experts Jordan Choo

A live workshop on how to set up, configure goals, and create client reports in Google Analytics 4. Get your clients set up right — and charge for doing it — using the lessons in this session.

See what this session covers →
The 5 Lightbulbs Copywriting Framework with Billy Broas
Guest Experts About 1 hour with Q&ABilly Broas

The Five Lightbulbs model creates a supportive structure for your marketing message. Using this system, the messages you write provide value to your prospect and tie back to your core messaging.

See what this session covers →
How to Rank Your Website in Google with Tsavo Neal
Guest Experts Tsavo Neal

An over-the-shoulder look at Tsavo’s process in Ahrefs, from finding high-value, low-competition keywords through to promoting the piece once it’s live. Less SEO theory than a repeatable production line you can run on your own site or a client’s.

See what this session covers →
Personal Branding Techniques To Help You Become The Obvious Choice with Robby Fowler
Guest Experts Robby Fowler

Nobody has ever thanked a large brand the way they thank an individual. Robby’s case is that your reputation, ideas, skills, and experience can make you the obvious choice — and he gives you a framework for building it and an exercise for finding what yours is made of.

See what this session covers →
How to Generate More Sales from ANY Email List with Dylan Bridger
Guest Experts Dylan Bridger

A deep dive on how to methodically generate more sales from any email list — without adding new subscribers or writing a single new email from scratch.

See what this session covers →

And more are being recorded live each month.

That's the library

US$499

One-time payment. Lifetime access.

Get Lifetime Access

100% money-back guarantee — 30 days, no questions.

Unlock more profit in your practice

Indie Strategist is all about the business side of running a successful marketing consulting practice. It’s about learning how to package and sell your expertise — not just your hands. Membership is ideal for marketing professionals looking to:

  • Deliver high-quality strategic marketing services that make people never want to cancel with you.
  • Sell your unique expertise with memberships, training, courses, templates, and other IP assets you can sell indefinitely.
  • Become a trusted advisor to your clients and break free from the endless grind of deadlines, tasks, and deliverables.
  • Make yourself AI-resilient with a business that evolves with the latest expectations.
  • Make cash flow diversified and predictable with recurring revenue supplemented by high-value products and projects.

Frequently asked questions

What if I need more help to implement what I learn?

You can join the (very reasonable) Advisory Council, which unlocks bi-weekly group coaching calls, a small-group mentoring channel, and 1:1 private Slack DM access to Kevin so you can learn faster and discuss your unique challenges privately as they come up.

Is this really a one-time fee for everything listed?

Yes, it is. No “renting access” to your information. Own it.

What if I can’t make the scheduled Community calls?

If you have questions but can’t make the Community Calls, you can leave a message in #community and Kevin will answer it for you — either in Slack, during the next call (you can watch the recording), or with a detailed audio recording.

Can I use your templates and processes in my own business?

Yes! You can use the templates and teachings for your regular consulting clients right out of the box, though we recommend editing them to make them your own. Reselling them or teaching them as your own to other marketers is not allowed, however — Kevin considers this his IP and protects it accordingly.

What members say

Within a relatively short period of time, Kevin legitimately transformed my consulting business.

Doug Jones, Fractional CMO

Within six months, I doubled my already six-figure business, increased my average retainer size by 33%, and phased out of most of the tactical execution work I was doing before.

Mark Evans, Advisor and Fractional CMO

I didn’t like the approach of many coaches out there but I immediately connected with Kevin.

Theo Ohene, Growth Advisor

I was impressed with Kevin’s structured approach to consulting. He provided practical frameworks that helped me shape my offering. Now I have a roadmap to keep making progress.

Stéphane Franceschini, Marketing Strategist

Going from in-house to fractional over the last few months has been like drinking from a firehose and it wouldn’t have been possible with the support/help from @kevincwhelan. If you’re doing consulting, advising, etc. or trying to, do yourself a favor and check him out.

David Hoos, Advisor and Fractional CMO

I managed to grow from being a freelancer with 1 agency client, to becoming an agency with 3 clients and contractors working for me in the space of 3 months.

Araminta Robertson, Content Marketer

When I started working with Kevin I was charging $500 for website builds. One year later, I was selling websites for $7,000 and it’s only grown from there [to $10k+].

Luke Netti, Webflow Designer

@kevincwhelan’s thoughts on this have been hugely formative. I’ve dug deep into your canon, Kevin! Thank you.

Jordan Mogck

As a graphic designer, I’ve been struggling to understand how I can transition into advisory services and how to position them. The workshop turned it all around for me. I sold my first advisory service within a month after it, tripling my usual hourly rate.

Veranika Lemeshava, Graphic Designer

I had a sales call this morning and it was the most confident I’ve been… in explaining what value I offer.

Kristen W., Fractional CMO and Advisor

The Mentorship is a goldmine of digestible nuggets of real-world insight from somebody who’s earned his stripes in the marketing world.

Taylor Mason, Content Strategist

In those 2 months, I’ve learnt more about marketing than I did at 4 years of college and one year in an agency.

David J., Aspiring Consultant

When I first approached you with what I thought was a simple inquiry, I had no idea it would lead to such thought-provoking conversations.

Barb H., Marketing Consultant

As an agency owner, I struggle with separating strategy and execution along with being another “me too” agency. Thanks to Kevin’s invaluable insights, I’ve been able to start that separation of strategy and execution [which has] helped build stronger trust between my clients and I, structure more profitable engagements and scale my agency faster.

Jordan Choo, Agency Owner

One payment. Yours for good.

US$499

One-time payment. Lifetime access.

Get Lifetime Access

100% money-back guarantee — 30 days, no questions.

Kevin C. Whelan

Why listen to me?

Back in 2017, I came to the realization that I didn’t want to build a big agency.

I was doing web design and digital marketing for B2B businesses with a team of distributed contractors. It was working, but it didn’t feel right.

Like you, I was doing too much, burning myself out, and could never really turn off my brain at night. I was always on-call. Always thinking about the next due date. Always wondering why my margins weren’t higher at the end of the day.

My niche — owner-managed B2B services companies — was too broad. I had no real competitive advantage. No negotiating leverage.

I was making a good living but was working hard for it. I knew if I wanted to grow I had to make a change.

I could use my skills to build a “real” agency — with employees, project managers, and an office to bring it all together. But the thought of that frankly didn’t appeal to me at all.

It was then I realized I could focus instead on the parts I enjoyed most — the strategy and leadership part of marketing. I could then guide my clients to their goals as an impartial advisor and “producer” of sorts. That’s where the most value came from anyway.

The model immediately felt more aligned with my clients’ interests. That’s when I began to phase my work into an advisory model and never looked back.

The transition didn’t happen overnight, but it’s been growing every year since and is now most of my income. Since 2017, I’ve sold over US$1M in advisory services with an average retainer value of ~$3,500/month.

There’s a fair few advisory miles (or kilometres, since I’m Canadian) in my shoes.

I don’t pretend to have all the answers. But I do have experience to share and lessons to teach. And I’m still in the game, innovating on the model and sharing what’s working (or not working).

Join us on this journey.

—kw

Read my teaching philosophy

Teaching philosophy

Most online education doesn’t work. There’s too much information and not enough support. Here’s how Indie Strategist is built differently.

1:1 Feedback
If you’ve ever participated in group, community, or self-paced online learning, you’ll know how difficult it is to get personalized feedback and guidance. Learners get access to real teacher feedback with all product purchases.
Learning Materials
It can be hard to memorize, take notes, and implement the ideas you learn. All our trainings come with a complimentary cheat sheet, summary, slide deck, and/or template to easily reference and implement what you learn.
Guest Experts
Most courses and coaching programs revolve around a single creator’s expertise. Indie Strategist brings you the thinking of a wide range of experts who have proven their skills in real-world scenarios — giving you a wider source of material to draw from.
Lifetime Ownership
The problem with traditional membership and subscription learning platforms is that you never really own the material — you rent it. Your time and needs vary by the day. With our products, you get access to everything for life.
Community
Whether you buy one product or many, you’ll get access to a tight-knit Slack community of independent marketing strategists, advisors, and educators who are serious about their growth and success. Network, exchange ideas, and make new friends.
Tailored Learning
Learners can receive tailored learning recommendations to address their individual needs. It’s like having an educational concierge helping you navigate and find exactly what you need when you need it. Just ask inside the community when you’re not sure where to start.