Below is a practical, ready-to-use playbook you can use to offer digital-transformation consultancy services to small businesses in Australia — covers target clients, service offerings, engagement process, pricing models, sales channels, compliance risks, tech stack suggestions and sample deliverables.

1. Value proposition (short)

• Help small Australian businesses increase revenue, reduce costs and improve customer experience by replacing manual processes with simple cloud tools, automations and measurable digital marketing — delivered affordably and quickly.

2. Target client profile

• Annual revenue A$250k–A$10M
• 5–50 employees
• Uses spreadsheets, paper or legacy desktop apps for core processes
• Open to cloud tools but lacks internal IT/project capability
• Common sectors: retail, hospitality, professional services, tradies, health & wellness

3. Core services to offer (packaged) A. Discovery & Quick Win Audit (1–2 weeks)

• Business-process mapping, technology inventory, pain-points, ROI estimate
• Deliverable: 1–2 page “Quick Wins” list + 3–6 month roadmap and cost estimate

B. Digital Strategy & Roadmap (2–4 weeks)

• Prioritize initiatives by value/effort, vendor recommendations, data flows
• Deliverable: 6–12 month phased roadmap, KPIs and success criteria

C. Core Implementations (4–12 weeks per project)

• Cloud email & collaboration (Microsoft 365 or Google Workspace)
• Accounting & bookkeeping cloud migration (Xero, MYOB)
• CRM & sales automation (HubSpot, Zoho CRM)
• eCommerce / POS + payments integration
• Job scheduling / field service tools for tradies
• Low-code automation (Make/Integromat, Zapier, Power Automate)

D. Cybersecurity & Data Compliance (ongoing)

• Basic hardening, backups, MFA, user training, incident plan
• Advice on Australian data privacy obligations (APPs) and data residency concerns

E. Digital Marketing & Sales Enablement

• Local SEO, Google Business Profile, email nurture flows, basic analytics tracking

F. Managed Services & Training (monthly)

• Ongoing support retainer, platform admin, staff training and optimisation

4. Typical engagement process & timeline

• Phase 0: Pre-sales call + audit scoping (1–3 days)
• Phase 1: Discovery & Quick Wins (1–2 weeks)
• Phase 2: Strategy & Roadmap (1–3 weeks)
• Phase 3: Pilot / Implementation (4–12 weeks)
• Phase 4: Training, handover & managed support (ongoing) Deliverables: discovery report, prioritized roadmap, implementation plan, training materials, KPI dashboard.

5. Pricing models (estimates in AUD)

• Discovery audit: A$1,500–6,000 (flat)
• Small project (e.g., CRM + automations): A$6,000–25,000
• Medium transformation (multiple systems + integrations): A$25,000–80,000
• Monthly managed support: A$300–2,000 / month
• Advisory / retainer: A$2,000–8,000 / month Note: adjust for scope, industry compliance needs and travel. Quote fixed-fee for clearly-scoped pilots and time & materials for ambiguous integrations.

6. Sample pricing tiers to advertise

• Starter (A$3,000): 1-day audit, 3 quick wins, 1 implementation (e.g., Google Workspace)
• Growth (A$12,000): full discovery, CRM setup, 2 automations, staff training
• Transform (A$35,000+): multi-system integration, workflow automation, analytics & 3 months support

7. Sales & marketing channels (most effective for Australian SMEs)

• Partner with accountants/bookkeepers and local IT VARs — they refer clients needing digital services
• Join local chambers / industry associations and tradie networks
• Run free “digital health check” webinars and ads targeted by industry
• Case studies & referrals — small biz clients respond strongly to peer examples
• Apply for listing on government business support portals / small business directories

8. Compliance & risk checklist (Australia-specific)

• Understand Australian Privacy Principles (APPs) — advise clients about collection, storage, access and cross-border transfers
• Confirm cloud vendor data residency if client requires it (some sectors prefer Australian-hosted data)
• Ensure GST and invoicing templates align with ATO requirements when automating finance flows
• Include change-management and backup/rollback plans in every implementation

9. Recommended tech stack (small-business-friendly)

• Productivity: Microsoft 365 or Google Workspace
• Accounting: Xero (widely used in Australia), MYOB where needed
• CRM: HubSpot (free tier), Zoho CRM for cost-conscious clients
• Payments: Stripe, Square, local payment providers; consider BNPL options (Afterpay/Klarna) for retail
• Integrations/automation: Make (Integromat), Zapier, Power Automate
• Ecommerce: Shopify for retail; WooCommerce for WordPress sites
• Cybersecurity: 2FA (MFA), enterprise password manager (1Password/Bitwarden), cloud backup (Acronis, Datto)

10. How to measure success (KPIs)

• Revenue-related: online sales, lead-to-customer conversion, average transaction value
• Efficiency: time saved per staff, reduction in manual data entry errors
• Cost: reduction in software/hardware support costs, faster invoice processing
• Adoption: % staff using the new system, tickets closed, training completion rate

11. Proposal & contract essentials

• Scope with clear inclusions/exclusions and acceptance criteria
• Milestones, deliverables and payment schedule (e.g., 30/40/30)
• Change-control process and hourly rates for scope creep
• Data ownership, backups, confidentiality, and liability caps
• Termination & handover clauses, post-implementation support terms

12. Common obstacles and mitigations

• Resistance to change: run short pilots and appoint an internal champion
• Poor data quality: budget time for data cleanup and migrations
• Budget constraints: deliver staged, high-value “quick wins” first
• Integration complexity: prefer APIs and middleware; avoid brittle screen-scraping

13. Quick client pitch (1–2 sentences)

• “We help small Australian businesses cut admin by up to 50% and generate more sales by moving core systems to the cloud, wiring them together with simple automations, and training your team so the benefits actually stick.”

14. Ready-to-use assets you can ask me to produce (I can create instantly)

• One-page service catalogue for your website tuned to Australian SMEs
• A discovery audit checklist and client intake form
• Sample 12-month roadmap with milestones and budget
• A client-facing ROI calculator (Excel or Google Sheets)

If you’d like, tell me which industry (e.g., retail, tradies, dental, accounting) and I’ll produce a tailored one-page service catalogue, a sample discovery audit, and a sample fixed-fee proposal with detailed tasks and timelines.