Best tips for Succeeding in Online Consulting #3 - After The Session

Technical Tips for Succeeding in Online Consulting

In the world of online consulting, there are certain tactics consultants can employ that can distinguish them from their competition. These techniques are simple to implement, yet their importance should not be undervalued. 

Why are we writing this? In Consolto.com, we’re on a mission to help you provide the best possible application for online advisory. Our end goal is to help wise people make a decent living in today’s increasingly competitive environment. 

Below is a list of some habits that are absolutely necessary to succeed as an online consultant and establish a positive rapport among clients: 

In this post we'll focus on  the best tips to improve your connection with your clients, mainly after online consulting sessions.

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After the session

Our goal here is to leverage the session that you performed and make you a better online adviser/seller.

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1. #1 tip you MUST use: send your client a summary including 3 simple sections: a) action items (= next steps) b) a short summary of the session and c) a thank-you remark. Do this after EVERY session or at least once a week. This is probably the hardest habit for many of us consultants to en-grain, especially when we provide consulting to repeated customers. However, you should make this habit a part of your daily routine as it would be an opportunity to demonstrate your professional consulting business and more important, it would also make you re-iterate the session and think one more time about ways to help your client.

2. Make sure to follow up within a week to ensure there are no further issues. While doing so, leverage the opportunity to gauge feedback from your client to improve your business.

3. Write a self feedback and answer these questions: 

   a) How can you improve your session with this client next time? 

   b) How can you leverage learning from this client to other clients? 

   c) What was the best moment in that session that you should repeat? 

Using these tips, as an online consultant, you could significantly improve your business and reputation in the consulting community. This will maintain customer satisfaction and further drive new traffic to your company. Adopting these little steps can truly go a long way for online consultants and the clients they deal with. 

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