Human Services, Consulting and Education

Consulting Foundations: Client Management and Relationships

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.
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