Consulting Foundations: Client Management and Relationships
44mIntermediate2018-10-24
Authors

Lisa Earle McLeod
Keynote Speaker, Author, Consultant

Elizabeth Lotardo
Vice President of Client Services at McLeod & More, Inc.
Course details
Client relationships are the foundation of your consulting business. Whether you work for a big firm or are going solo as an independent consultant, the principles of client management are the same. It's all about building rapport, communicating effectively, and establishing trust. In this course, Lisa Earle McLeod and Elizabeth McLeod teach you how to position yourself for success, keep communication lines open during implementation of your project, and create connections that are the foundation for lasting relationships that lead to repeat business. Plus, get tips for leveraging client relationships to sell to the entire organization.
Learning objectives
Determine the best self-positioning statement for you.
Explain how to establish the value.
Describe how to hold a kickoff meeting.
Summarize the importance of a wrap meeting.
Explain how to navigate changing relationships.
Recognize the value of an internal referral.
Learning objectives
Determine the best self-positioning statement for you.
Explain how to establish the value.
Describe how to hold a kickoff meeting.
Summarize the importance of a wrap meeting.
Explain how to navigate changing relationships.
Recognize the value of an internal referral.
Skills covered
EntrepreneurshipCustomer Service SkillsCustomer ServiceSmall Business and EntrepreneurshipDeep Dive (X:Y)
Concepts
Introduction
- Relationships in consulting
Selling a Consulting Engagement
- Positioning yourself
- Objectives and metrics
- Introducing value
- Overcoming objections
Implementation Communication
- Kicking off a consulting engagement
- Updating your buyer
- Navigating communication roadblocks
- Crossing the finish line
Growing Your Relationships
- Managing your time
- Tools for success
- Entertaining clients
- Navigating changing relationships
- Maintaining high-level relationships
Harnessing Organizational Mobility
- Talking to your buyer's boss
- Asking for internal referrals
- Selling your next deal
Conclusion
- Next steps