Having a successful client-consultant relationship is essential for any business. To ensure customer satisfaction and build strong relationships, companies need to automate their intake process, bill transparently, and capture and track customer engagements. Here are 10 guidelines to help you manage client consulting relationships:1.Be clear on the outcome you want and agree on the scope of the project. Make sure both the results and the timeline are clearly understood.2.Successful delivery is a team effort.
If you have experience working in a top-tier consulting firm or a leading digital company, consider leveraging the expertise of our 3,500 highly qualified consultants.3.Automate your intake process, bill transparently, and capture and track customer engagements with a specially designed consulting solution such as Intapp OnePlace.4.Strong customer processes lead to better customer relationships that result in higher levels of recurring customer business.5.After incorporating customer feedback, call them quickly to ask for their opinion on how it went, what they liked about the process, and if there was anything that could have been done differently.6.Don't be afraid to ask for feedback from people outside your direct contacts.7.Even the best customer managers lose key relationships for reasons beyond their control.8.Design different sets of questions for different departments of the company to understand their pain points.9.Make a positive impression on your new clients at the beginning of the relationship with the client consultant during the onboarding process.10. Engage in honest and candid dialogues with your consultant to get answers quickly. By following these guidelines, business leaders can avoid common mistakes, build strong relationships with their consultants, and improve the overall execution of their business.