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On-Site Rules for Outstanding Consultants

On-Site Rules for Outstanding Consultants

When you’re with a client, before you depart, try to:

• Summarize progress and current status.

• Have client agree with positive results to date.

• Commit to his or her accountabilities in near-term.

• Agree on time and date for next discussion between you.

• Secure follow-up on any internal issues that need action/correction.

• Acquire referrals (if you’re more than half-way through the project).

• Provide value about non-project and peripheral issues.

• Personally see all key stakeholders who are present.

• Find out if anyone is waiting for anything from you.

• Seek feedback on any new initiatives you’re considering (e.g., new product or teleconference).

• Thank any assistants or secretaries who have been of help.

• Observe the environment for any changes.

• Raise status on any overdue fee or expense reimbursement payments.

• Learn of any key changes in the company’s condition (e.g., earnings, attrition, technology, etc.).

• Be seen by as many people as possible, including potential buyers.

© Alan Weiss 2010. All rights reserved.

Written by

Alan Weiss is a consultant, speaker, and author of over 60 books. His consulting firm, Summit Consulting Group, Inc., has attracted clients from over 500 leading organizations around the world.

Comments: 3

  • J. Scott

    November 9, 2010

    Excellent, thanks for sharing. I also always follow-up with a hand-written note of thanks; hitting at least one hight point from our meeting. I’ve found that everyone loves to get mail—works like a champ!

  • Phil Symchych

    November 10, 2010

    Alan,

    Thanks for the great checklist. This will help me to schedule and seek valuable information and feedback during the process.

    Phil

  • AffordableSEO

    November 18, 2010

    Alan, that’s defiantly the Checklist. I have already bookmarked this page and will try to use this tomorrow at one of my meetings with the client. Thank you. – Igor B.

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