Founding beta · A personal engagement with David Kellam

Your expertise deserves a method people can recognise, and choose.

Let’s turn the way you get clients results into your Overarching Unique IP Method.

Together, we’ll draw out the thinking behind your work, organise it into a clear method and document it professionally, so you can explain your approach with confidence and help prospective clients understand why it makes sense for them.

Five founding beta places

US$500

plus GST for Australian customers. One payment for the complete engagement.

Three private working sessions
Personal review and development work
Your finished methodology document

Join the beta: US$500

Pay securely, then schedule your first session.

Fit guarantee: If we decide on our first call that it’s not a good fit, I’ll refund you in full.

Your clients know how good you are. Prospects need a way to see it.

When someone works with you, they experience your expertise firsthand.

You ask the right questions. Spot what’s missing. Recognise patterns. Know what needs to happen next, and what will go wrong if it doesn’t.

But explaining all of that to someone who hasn’t worked with you can be surprisingly difficult.

So your website lists services. Your proposals describe deliverables. Your content shares useful tips. All accurate. But they may leave prospective clients wondering what makes your approach different from the other options.

A clear method makes the reasoning behind your work visible before someone buys.

It helps people understand their situation, see the value of your approach and recognise why you’re well placed to help them.

What is a Unique IP Method?

It’s the structured approach behind how you help clients achieve an outcome.

We give it an outcome-oriented name and a visual structure that makes it easier to understand, explain and remember.

A checklist tells people what should exist. Your method helps them understand how progress happens. That gives you something much more useful than another claim that your service is “better”, “bespoke” or “results-driven”.

You can show people how you think, and why your approach fits the problem they want solved.

It explains:

What needs to happen: the essential stages or components.
In what order: the sequence that gives the work its logic.
Why that order matters: what each stage makes possible.
What happens when something is missing: why people stall, struggle or get a weaker result.
What makes your approach different: the judgements and beliefs that shape how you work.

We’ll draw it out of the expertise you already have

You don’t need to arrive with a named methodology or a polished explanation. Developing that is the work we’ll do together.

You may already have fragments across proposals, presentations, delivery documents and years of client conversations. You may also take some of your most valuable thinking for granted because it has become second nature.

My job is to ask the questions that uncover it, identify the structure and turn it into a method that accurately reflects how you help people. I bring experience working with more than 500 coaches, consultants and professional services providers to that process.

What you’ll walk away with

Your method, professionally documented and ready to use

A clear name and concise summary

An outcome-oriented name and an accessible explanation of what the method helps people achieve and how it works.

A visual diagram

A professional representation of the stages and their relationships, making the method easier to explain in a conversation, proposal or presentation.

A detailed methodology document

An explanation of each stage, why it belongs, how it connects to the others and what happens when stages are skipped or tackled in the wrong order. We also document relevant dependencies and exceptions, so the method reflects your actual expertise.

Personal guidance on putting it to work

A handover session showing you how to use the method in your business, from briefing AI to explaining your approach to a prospective client.

Get your Unique IP Method developed: US$500

US$500 (plus GST for Australian customers). Five founding beta places. Three private sessions included.

See the format

What a finished method looks like

Every method is different, but the documentation follows the same structure: a name and summary, a diagram of the stages, and a detailed write-up of each stage. Here is a shortened example.

Sample output

Fictional client, created to show the format. Your method is built from your own expertise.

Jordan Lee, fractional CFO for service businesses

The Profit Clarity Path™

Summary: helps owners of growing service businesses turn revenue into reliable profit and cash, in four stages that each depend on the one before.

1 See the Real Numbers Monthly reporting the owner trusts and actually reads.
2 Price for Margin Prices set from delivery cost and value, not competitors.
3 Plan the Cash A rolling 13-week view so growth never outruns the bank.
4 Grow with Confidence Hiring and investment decisions made from the plan.

The common mistake: owners start at stage 4, hiring to grow, before they can see their real margins. Growth then increases workload faster than profit.

Excerpt from the methodology document

Stage 2: Price for Margin

Why this stage exists: Most service businesses set prices by looking at competitors. Once stage 1 shows the true cost of delivering each service, prices can be set to produce a deliberate margin instead.
Depends on: Stage 1. Without trustworthy numbers, a price change is a guess, and owners lose confidence in it the first time a client pushes back.
What happens if it’s skipped: Cash planning in stage 3 simply forecasts thin margins more accurately. The business stays busy but under-rewarded.
Signs a client needs this stage: Revenue is growing but profit isn’t. The owner can’t say which services make the most money.

How we’ll work together

Six steps, three private calls

01

Send me what you already have

After booking, you’ll receive instructions for sharing relevant material. That might include your website, proposals, contracts, presentations, existing frameworks, SOPs or delivery documentation.
Whatever you have is our starting point. You don’t need to write a strategy document before we begin. I’ll personally review the material before our first call.
02 Call 1

We explore your expertise together

I’ll interview you about your work, process and client results. We’ll explore the patterns you see, the decisions you make, the sequence you follow and why clients benefit from your approach.
The quality of the questions is central to the process. We’re drawing out the reasoning that makes your work valuable.
03

I develop your draft method

I’ll organise what we uncover into a proposed methodology. Where something needs further explanation, I’ll ask for clarification or additional material.
04 Call 2

We refine it live

We’ll work through the draft together and make revisions, checking that it is clear, useful and faithful to how you actually help clients, not simply something that looks impressive on a page.
05

I produce the finished documentation

Once you’re happy with the method, I’ll write up the full document, including the diagram, summary and detailed explanation.
06 Call 3

I show you how to use it

We’ll walk through the completed document and how to apply it across the use cases most relevant to your business. You’ll leave understanding both the method and how it can support your positioning, communication and client work.

The practical details

Timing, effort and what you keep

Timing: Usually three to four weeks from your first session to handover, depending on how quickly we can schedule the sessions.
Your time: Three 60-minute video sessions. Beforehand, gather whatever existing material you have, which usually takes less than an hour. No writing is required.
Refinement included: We revise the draft live in session two, then one further round of written changes after you review the finished document.
When it’s finished: When you confirm the method accurately reflects how you help clients and you are comfortable explaining it. We agree that together at the handover session.
What you receive: The methodology document as a PDF and an editable Google Doc, plus the diagram as an image file.
Ownership and your material: Once paid, the documentation of your method is yours to use in your business however you like. Material you share is used only for your engagement and handled under our Privacy Policy.

One foundation. Multiple uses.

Put your method to work across your business

Explain your approach to prospective clients

Use the diagram and summary in proposals, presentations and pre-sales material so people can understand your thinking before deciding to work with you.

Strengthen your website

Give visitors a clearer explanation of how you help, what makes your approach different and why the sequence matters.

Give AI better context

Use the detailed document to brief AI on your actual expertise, language and reasoning, so it has a stronger foundation for helping you create relevant material.

Guide your content and webinars

Use your method to interpret real situations: what is missing, what happened too early, why an approach fell short and what needs to happen next.

Connect your offers and delivery

See how an assessment, strategy engagement or implementation service fits into the wider pathway you take clients through.

This engagement creates and documents that foundation. Writing your full website, building campaigns or producing a webinar would be separate work.

Why I’m offering this beta

Since returning to consulting, one theme has come up more than anything else in my prospect conversations and client engagements:

Experienced people whose expertise is stronger than their ability to communicate what makes it different.

This work is a foundational part of The Expert Scaling Method™. The approach helped me generate multiple six figures in consulting revenue before I stepped away from consulting. Until now, this methodology development work was only available within my US$5K+ consulting engagements.

I’m now turning the process into a self-service product.

For this first group, I’ll personally review your material, conduct the interview, develop and refine your method, and show you how to use it. In return, I’ll ask for candid feedback to help improve the process.

You get the work done now, with personal involvement that won’t be included in the future self-service version.

What clients say about working with David

These comments are about my broader consulting work. The Unique IP beta is new, so there are no beta testimonials yet.

I now believe in my Program so deeply that you can’t shut me up. Believing you have value worth $10 to $25K is the secret for me. I have raised the price to $25K and now I know it’s worth 10X that amount.

Frank Welzig

Talent acquisition specialist, 30 years in headhunting

I got so much incredible food for thought out of it that I’m still reeling a bit. One lunch was easily years of mistakes knocked off my professional life.

Service business founder

After advice on positioning, offer development and go-to-market

Of all the consultants and business coaches I have seen, in my 35 years of business your observations and insights are the most significant and relevant for the different stages. For all the businesses I am involved in, your insights are pure GOLD.

Dr Sundardas D. Annamalay

Multiple seven figure business owner, Singapore

Is this a fit for you?

This is designed for established coaches, consultants and professional services providers who:

Have helped real clients achieve meaningful results.
Have an approach informed by experience, even if it isn’t formally documented.
Struggle to explain what makes their work different.
Want to grow beyond relying solely on referrals and existing relationships.
Want their marketing and sales conversations to reflect how they naturally advise clients.

You don’t need a large audience, a polished website or an existing named framework. You do need real experience for us to work from.

If you’re still deciding what service to offer or haven’t yet delivered it successfully, this engagement is likely premature.

Unsure whether you’re suitable?

Book a short discovery call or email [email protected] with a brief description of your business and your question. I’ll help you assess fit before you book.

A few questions you may have

I already have a framework. Can we build on it? +

Yes. We’ll review what you have and determine what needs clarifying, restructuring or developing. The aim is to create something useful and accurate. Strong existing work gives us a head start.

Does my method need to be completely original? +

It needs to express a meaningful, credible difference in your approach. That difference may come from how you diagnose a problem, the sequence you follow, the components you combine or the judgements you bring to the work.

We’re articulating your expertise. Naming a method does not, by itself, establish legal ownership or exclusivity.

Is this just an AI-generated document? +

No. I personally review your materials, interview you, develop the methodology, refine it with you and explain how to use it.

AI may assist the development and documentation process. My questions, experience and judgement are central to this beta engagement.

Will this generate leads or sales for me? +

The deliverable is your documented method and guidance on using it. It gives you a stronger foundation for communicating your value. Results still depend on how you apply it, who you reach, your offer and the conversations that follow.

What does the US$500 cover? +

The complete beta engagement described here: review of your existing materials, three private calls, methodology development and refinement, and the finished documentation. One payment of US$500 (plus GST for Australian customers).

What if it turns out not to be a good fit? +

If we decide on our first call that it’s not a good fit, I’ll refund you in full. We’ll know on the first call, once I understand your work and you’ve seen how I approach it.

What happens after I pay? +

You’ll be taken to a page where you can schedule your first session straight away. You’ll also receive instructions for sending your materials so I can review them before we speak.

Make the expertise behind your results easier to see

You’ve already invested years in learning how to help your clients. Let’s turn that experience into a method you can explain, share and use throughout your business.

Your Unique IP Method

Three private sessions with David Kellam.
Personal review, development and refinement.
A professionally documented diagram, summary and detailed explanation.
Guidance on using it in your business.

US$500 plus GST for Australian customers