Video Call Platform
Video is the foundation of everything. Clients want to see you, and you need to be able to share your screen to walk through analytics dashboards, ad accounts, email platforms, and campaign data in real time.
Screen sharing during a marketing consulting session is not optional. Showing a client exactly where their conversion funnel is leaking, or pointing to the ad that's dragging down their ROAS, is far more impactful than sending a slide deck after the fact. Clients see the problem with their own eyes and leave with context they can actually act on.
What to look for in a video platform:
- Reliable HD video with screen sharing
- Session recording so clients can rewatch
- Easy join flow for clients (no downloads required is ideal)
- Built-in or integrated payment and scheduling
Scheduling and Booking
Making clients email you to schedule is the fastest way to lose bookings. Your scheduling needs to be self-serve. A client should be able to click a link, see your availability, pick a time, and be confirmed in under two minutes.
The booking flow also needs to collect information upfront. Before a marketing consulting session, you want to know the client's business type, their current marketing setup, what's working, what's not, and what they most want help with. An intake form built into the booking flow gets you this without a back-and-forth email thread.
Payment Processing
Bundled payments are the standard expectation now. Clients want to book and pay in the same step, not receive an invoice afterward. Stripe-based payment processing, integrated directly into your booking flow, is the cleanest setup.
If you're offering packages or recurring advisory work, you'll also want a way to handle bundled session purchases without custom invoicing for each client.
Analytics Access and Screen-Sharing Tools
Most of your sessions will involve screen sharing marketing data: Google Analytics 4, Meta Ads Manager, Google Ads, email platform dashboards, Search Console, or CRM reports. Your clients may also share their screens so you can review their setup together.
You don't need special tools for this beyond a reliable screen-sharing connection. What matters is being familiar enough with the platforms your clients use that you can navigate quickly during a live session.
Session Recording and Summaries
Marketing consulting sessions are information-dense. Clients hear a lot in 60 minutes and won't retain all of it. Providing a recording lets them rewatch specific sections when they're implementing your recommendations. An AI-generated summary with key takeaways and action items is even better, since clients can scan it quickly without rewatching the full session.
This is a meaningful differentiator. Most consultants send a follow-up email with bullet points. A full session recording plus a structured AI summary sets a professional standard clients remember.
Client Communication
Outside of sessions, clients will have quick questions, want to share updates, or ask for a resource you mentioned. A simple messaging layer inside your booking platform keeps communication organized and tied to the client relationship, rather than buried in email threads.
You have two approaches to building your tech stack.
The patchwork approach: Calendly for scheduling, Stripe for payments, Zoom for video, a separate screen recorder, Google Docs for session summaries, and email for follow-up. Total cost: $50 to $100 per month for multiple subscriptions. Time cost: constant context-switching and manual tasks.
The all-in-one approach: A platform that handles scheduling, payments, video, screen sharing, recording, AI summaries, and client communication in one place.
Talkspresso is built for exactly this. You create your consulting services, set your prices and availability, and share your booking link. Clients book and pay in one step. The video call with screen sharing is built in. Sessions are recorded automatically, and both you and your client get an AI-generated summary with action items. Client messaging is included.
For most marketing consultants, the all-in-one approach removes enough friction from both sides of the transaction that it pays for itself in recaptured bookings and saved administrative time.
Building Your Online Presence
Your tools only matter if clients can find you and are willing to book. Your online presence does two jobs: it generates discovery and it converts that discovery into paid sessions.
Your Booking Page
Your booking page is your storefront. It needs to answer three questions in under 30 seconds: What do you offer? Who is it for? What does it cost?
A good booking page includes:
- A clear professional photo
- A two to three sentence description of what you do and who you help
- Your service offerings with titles, descriptions, and prices
- A few client testimonials or outcomes
- A simple, frictionless booking flow
Avoid long bios, jargon-heavy descriptions, and any friction in the booking process. Every extra click or form field reduces conversions.
Platforms like Talkspresso give you a public booking page out of the box when you set up your profile. You can share it as a link in bio, include it in your email signature, and link to it from any content you create.
LinkedIn
LinkedIn is the most effective channel for marketing consultants to find clients. Your target customers (CMOs, business owners, startup founders, marketing managers) are active there.
Your profile headline should be specific: "Marketing Consultant | Paid Media, Email, and Growth Strategy for B2B SaaS" converts better than "Digital Marketing Expert." Your About section should describe who you help, what results you produce, and how to work with you.
Posting consistently is the engine of LinkedIn growth for consultants. Share campaign breakdowns, marketing frameworks, quick tips, and client results (anonymized). Each post demonstrates expertise to people who haven't worked with you yet. Over time, posts compound. A library of useful content turns your profile into a continuous lead source.
Connect with potential clients and engage with their content before pitching anything. When you do reach out directly, reference something specific about their business and offer a genuine observation about an opportunity you spotted. Link to your booking page for the follow-up.
Content Marketing
Blog posts, YouTube videos, and email newsletters all work as long-term client acquisition channels. The premise is the same: publish content that helps your target clients solve marketing problems. That content builds trust and attracts people who already believe you know what you're talking about.
For SEO, focus on search terms your clients use. Not "marketing strategy" (too broad), but "how to structure a marketing budget for a startup" or "why Facebook ads stop working after 3 days" or "email list growth strategies for ecommerce brands." Specific, practical, search-intent-matched content ranks and converts.
A newsletter is especially powerful for consultants. A weekly or biweekly marketing insight keeps you top of mind with potential clients who aren't ready to book yet but will be eventually.
Testimonials and Social Proof
Testimonials are the single most effective conversion tool for marketing consultants. Potential clients want to know that someone like them worked with you and got results.
After every strong session, ask the client for a short testimonial. Make it easy: send them a direct link (Talkspresso has a built-in testimonial request feature) and suggest a format: what they were struggling with, what you helped them with, and what changed as a result of the session. Specific, outcome-focused testimonials convert far better than generic praise.
Display testimonials prominently on your booking page. If you have case studies or client outcomes you can share (even anonymized), include those too.
Pricing Marketing Consulting Online
Pricing is where many consultants undercharge, both because they're not confident in their rates and because they don't have a framework for thinking about value.
Marketing consulting generates measurable business outcomes: higher conversion rates, better ad ROI, faster list growth, improved brand positioning. Those outcomes are worth multiples of your hourly rate to the businesses that experience them. Your pricing should reflect value delivered, not hours spent.
Rates by Experience Level
| Experience | Rate per Hour | Session Types |
|---|
| 1-3 years | $125-200 | Strategy reviews, campaign audits, channel-specific consulting |
| 3-7 years | $200-350 | Full-funnel strategy, brand positioning, growth planning |
| 7+ years or niche specialist | $350-600 | Executive advising, investor-facing marketing strategy, turnarounds |
These are starting points. If you have deep expertise in a high-value niche (Series B SaaS go-to-market, DTC performance advertising, healthcare marketing), charge more.
Session Structures That Work
Single 60-minute audit. The most popular entry point. Client submits their materials beforehand, you review before the session, and you walk them through your findings live. Price range: $150 to $400.
Sprint package. Three sessions over three weeks covering strategy, implementation review, and optimization. Bundled at a slight discount from individual session pricing. Creates a defined engagement with clear deliverables.
Monthly advisory retainer. Two 30-minute sessions per month plus async messaging for quick questions. Recurring revenue. Price range: $500 to $2,000 per month depending on scope.
Workshop or group session. Teach a marketing framework to 10 to 50 attendees for $50 to $150 per person. One session, group economics. Platforms like Talkspresso support group sessions and webinars with multiple attendees.
Complimentary Discovery Calls
A short free call (15 minutes) to understand a potential client's situation and determine if you can help is standard practice for consulting. It's not a free consulting session. The discovery call diagnoses the problem and establishes fit. The paid session is where you solve it.
Keep discovery calls short and structured. Ask about their current situation, main marketing challenge, and what a good outcome would look like. End with a clear recommendation: "I think a 60-minute campaign audit makes sense for where you are. Here's the link to book one."
Delivering Value Remotely
Online marketing consulting works because marketing is inherently data-driven and visual. You can do almost everything remotely that you'd do in person, often better, because you can pull live data during the call.
Pre-Session Preparation
The quality of your sessions depends heavily on how prepared you are going in. Use intake forms to gather everything you need before the session: business overview, current marketing channels and budget, top competitors, key metrics, and the specific question or problem the client wants to resolve.
Review their public-facing marketing before the session. Visit their website, check their ad library on Meta, review their organic social, search their brand on Google. You'll often spot issues immediately that give you something concrete to lead with.
During the Session
Lead with findings, not questions. Clients pay you to bring expertise, not to ask them what they think is wrong. Start with your top observation based on your pre-session research: "Before we get into your agenda, I noticed something in your Google Ads setup I want to walk you through." This immediately establishes your value.
Screen share everything. Pull up their Google Analytics while you're talking about traffic quality. Open Meta Ads Manager to show the creative fatigue in their ad account. Share your screen with a competitive analysis showing how they stack up against their top three competitors. Live data is more persuasive than anything you could put in a slide.
Stay outcome-focused. Clients want results, not education. Frame everything in terms of business impact: "Fixing this ad frequency issue will probably improve your ROAS by 20 to 30 percent" lands better than "Ad frequency above 7 causes creative fatigue."
End with a prioritized action list. The last 10 minutes of every session should be a clear recap of the top three to five things the client should do next, in priority order. Specific, actionable, sequenced. Not "improve your email strategy" but "segment your list by purchase history and build separate welcome sequences for each segment."
Post-Session Follow-Up
Send a brief message within 24 hours confirming the action items. If the platform you use records sessions and generates AI summaries (Talkspresso does this automatically), the client already has a structured record. Your follow-up can be short: "Great session today. The recording and summary are in your account. Let me know if you have questions as you implement."
For clients on advisory retainers, send a brief monthly recap: what was worked on, what moved, and what's priority for next month. This makes the value of the retainer tangible and increases retention.
Specializing vs. Generalist Marketing Consulting
Marketing is a broad field, and a common question is whether to specialize or stay generalist.
Specialists charge more, attract more targeted clients, and are easier to refer. "Marketing consultant" is generic. "Paid social specialist for direct-to-consumer beauty brands" is specific enough that a beauty brand CMO knows exactly whether to book you.
Good specialization axes for marketing consultants:
- Channel: Paid search, paid social, email, SEO, content, influencer
- Funnel stage: Acquisition, retention, monetization, reactivation
- Industry: SaaS, ecommerce, healthcare, professional services, consumer apps
- Business stage: Pre-launch, growth-stage, scale-up, enterprise
You don't need to be narrowly specialized on day one. But as you do more sessions, notice who books the best sessions, who gets the best results, and who refers others. Double down on those patterns.
Scaling Your Marketing Consulting Practice
Once you have a reliable flow of individual sessions, there are natural ways to scale.
Group workshops. A 90-minute workshop on Google Ads fundamentals, email list building, or social media strategy can serve 10 to 50 people at once. Each attendee pays $75 to $200. You do the work once and generate group economics. Promote it to your LinkedIn audience and email list.
Digital products. Record a framework walkthrough, package it with templates and worksheets, and sell it as a downloadable course or guide. A 60-minute video on building a marketing funnel for service businesses can sell for $49 to $199 indefinitely. Talkspresso lets you turn session recordings into digital products directly from your recording library.
Referral systems. After a strong session, ask: "Do you know other founders or marketing teams who could use this kind of session?" Warm referrals from satisfied clients convert at much higher rates than cold outreach. Consider a referral incentive: a discounted follow-up session for every paying referral.
Strategic partnerships. Partner with complementary service providers (web designers, fractional CFOs, business coaches) who serve the same clients. Refer each other when the fit is right.
Getting Started This Week
You don't need a perfect website, a large following, or months of preparation to start marketing consulting online. Here's a concrete starting point.
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Pick one session type to launch with. A 60-minute marketing strategy review or campaign audit is the strongest entry point for most consultants.
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Set your price. Match your experience level to the ranges above. You can always adjust, but you need a number to start.
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Create your booking page. Sign up at Talkspresso, set up your service with a clear title and description, add intake questions, and get your booking link.
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Write a LinkedIn post. Announce that you're offering marketing consulting sessions. Describe what the session covers, who it's for, and what clients walk away with. Include your booking link.
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Book your first three sessions. Offer a discounted rate to your first three clients in exchange for a testimonial. Deliver your best work, gather the reviews, and use them to attract full-rate clients.
Marketing consulting online is a genuinely excellent business. The demand is large, the work is intellectually interesting, the setup costs are low, and the economics are strong. The main thing standing between you and a full practice is making it easy for clients to find you, book you, and pay you.
Get that infrastructure in place and the rest follows.
Explore the full feature set on Talkspresso for Consultants, or read our platform comparison for paid video calls.
Start your marketing consulting practice on Talkspresso →
