8 Ways to Create the Best Client Consultation Experience
Client consultations are full of opportunity for your business. A thorough consultation can help you identify the right products and services for each client, build valuable client relationships, and even upsell services.
The perfect client consultation will do all of this well, but conducting a fantastic consultation can be a challenge. If consultations are a regular part of your business, it’s worth your time to focus on perfecting them.
Steps to the best client consultation experience
A great consultation isn’t as simple as it might seem. A lot of thought and preparation go into creating an effective consultation that converts a prospect into a customer or client.
1. Understand your goals
Before you head into a consultation, outline what you want to achieve. Is your goal to get the customer to sign a contract and officially become a new client? Do you want the customer to sign up for a free trial, or is your goal to interest them in a higher-priced package? Once you’ve identified your goals, you can better structure the conversation to achieve them.
