Author: Tesames
Friday, March 24, 2023

What Are the Ways To Create the Best Client Consultation Experience

Effective consultation is only defined by what you do to give your client the best consultation experience. That is what will make them come back again and refer you to others. I have done a vast research and created this article to help you learn what you should do to give your client the best consultation experience. 

There are several ways to create the best client consultation experience, like; understanding your goals, starting the session with a consultation form, checking your body language, making your consultation a conversation, and asking the right questions. 

Keep reading to learn the tips o how to give your client the best consultation experience. Also, learn what a business consultant does and how to measure their success in your business. 

What Are the Ways To Create the Best Client Consultation Experience

Many clients seek consultation for their businesses, making the business consulting industry grow. A great consultation comes a long way in helping identify suitable products and services for clients, create valuable relationships, and upsell services. However, it can be a challenge to deliver a fantastic one. Hence it would be best if you always worked towards perfecting it. A lot of preparation and thought go into achieving one; remember, at the end of it all, all you want is to give the client a great experience and retain them. Here are the steps to giving your client the best consultation experience: 

What Are the Ways To Create the Best Client Consultation Experience

Understand your goals

Before you start a consultation, know what you want to achieve. What do you want from the client? Can you help them solve their problem? Do you want to retain them and build a long-lasting relationship? What packages do you have for them and so on? Once you have identified your goals, you should work towards achieving them; with your client's help, you can go the extra mile and ensure they are satisfied. 

Start with a consultation form

A consultation form is vital in helping you learn a little about your client before starting the consultation or setting up a meeting. It will help you adjust and connect more meaningfully with your approach. If a client has specified that they need certain services, you can tell them how to help them achieve them. You can add one to your content marketing funnel so a client can see it soon. 

Check your body language

Confident body language may send a wrong impression to the clients, like crossing your arms to your chest. You may view it as simple, but it can send them the wrong signals, showing you are rude or full of pride. Your customers can also send you the same body language, which won't be a great show. Instead, establish body language that speaks positive and genuine things about you, like a smile, eye contact, nodding your head when they explain their issues, etc. This only shows that you are giving them the attention they need and that you know what you are doing. Makes them trust you more and be confident in you. 

What Are the Ways To Create the Best Client Consultation Experience

Let your consultation be a conversation

No matter what, don't let the consultation be a presentation where only you speak and the customer listens. This can make them bored and view it like you don't value them as clients. What should you do to make them feel involved? Build a relationship with them by making them feel kike the part of the consultation and have a conversation with them. Listen to them while they are talking, and ask how they would love to solve the issues and the measures they'd love you to practice. As you have a conversation with them, you will be able to address their worries and concerns to motivate and show them that you value them.

Ask the right questions

Your questions will be the key to understanding your client's needs, expectations, and pain points. Your questions should help you gain relevant information, such as what you want to achieve with your business. What products or services would you want to improve? Where do you see your business in the coming years? and so on. By posing such questions, you will allow the client to open up and express themselves in details you may not have discovered. 

What Does a Business Consultant Do?

What Are the Ways To Create the Best Client Consultation Experience

A business consultant majorly helps business owners improve their performance and efficiency. He analyzes a business and finds what can be done to achieve the company's goals and obligations. Their work involves three stages; discovery, evaluation and implementation. 


The first thing they do is learn about your business. It's the most critical stage for them to know how to help you. They can do this by talking to the owner and the workers and also do the following things;

  • Tour your business premises
  • Analyze the business's finances
  • Have a meeting with the board of directors and the workers
  • Read all the business materials

During this process, they will be able to know about your company's missions plus its current operations.


After finding out as much as they can about your company, they go into an evaluation phase where they check where change is needed. They also go a step further and identify your business's strengths and weaknesses, current problems and future ones. On top of that, they find solutions and creative ways to capitalize on opportunities to grow the company and increase its profits. They check how all the departments are doing; for instance, you may have a strong sales department and lack a strong marketing department; in such a case, they increase your marketing resources and capitalize on the sales department. Two elements make this process easier;

  1. Communication- Your entire team must have clear and open communication with the consultants and relay any information they may need to them.
  2. Feedback-everyone in the company should take the consultants' feedback advice. And this is where most people fail as they feel they've worked or owned the company for ages, so they know it most; as much as that is true, they lack a broader perspective that a consultant brings in; they bring objectivity and new ideas. You can constantly offer your ideas and work with the consultant. 


Once you agree with the consultant on the next action plan, they implement it. The consultant's primary role is to build up your assets and eliminate liabilities. They also monitor the progress of the plan and make changes if needed. 

How to Measure the Success of a Business Consultant 

What Are the Ways To Create the Best Client Consultation Experience

There is no clear way to measure the success your consultant brings to your business. However, it's vital to set goals and measure deliverables. And here is how you do it: 

  • Set clear and measurable objectives-From the start, you and your consultant should set clear objectives that are SMART (specific, measurable, achievable, relevant and time-oriented).
  • Establish the tangible results you want- they should include your financial plus other measurable outcomes like increased outcomes, annual savings, etc.
  • Determine the intangible results you want- let the consultant know about the intangible results you want, such as improved morale, robust implementation of the company values, plus increased customer satisfaction.
  • Measure progress at each phase- this is very important in knowing whether you are moving forward.
  • Evaluate KPIs-Evaluate them at the end of the consultant's work to know if he/she was effective.
  • Use a consultant questionnaire- you can ask your consultant to provide a questionnaire covering the entire business project at the start and provide another at the end. This will help you make a comprehensive re[port, especially on the tangibles. 

To evaluate your consultant's performance, getting answers to these questions can be a helpful guide;

  • Were the KPIs met and delivered on time?
  • How was the collaboration process? Was the consultant responsive and helpful?
  • Were you provided with the needed skills plus resources to improve the business?
  • Can you define the short, mid and long-term impacts of their work?
  • What was your ROI on the consulting services?


Creating the best client consultation experience is essential for your business and builds an excellent reputation. If you are looking for ways to do it, the above tips will help you immensely. We offer excellent consultation services that favour your business growth. Reach out to us for help. 

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