Your Client Is Judging You Long Before the Final Deliverable
I recently asked clients what consultants do that increases their confidence in them. Their answers were fascinating. Here are the first 7.
Whether you're a management consultant, auditor, project advisor, or any other professional, your success is rarely determined solely by the quality of your final deliverable. Clients often judge your value long before the deliverable is handed over. They are constantly asking themselves:
"Does this consultant understand my problem?"
"Will they deliver what they promised?"
“Will they enhance my standing with my boss or even their boss”
In my experience, technical expertise is important, but it doesn't create confidence in what you do or deliver. That comes from consistent actions, transparent communication, sound judgement, and a commitment to outcomes important to the client. The professionals who win the deepest trust aren't the ones with the most impressive credentials. They're the ones who make clients feel informed, supported, and confident that their time, money, and organisational reputation are in capable hands.
I interviewed some clients recently and asked what builds their confidence in a consultant. The feedback was so good I've split it into a series, with my take added to each one. Here are the first 7 paraphrased insights, which I think you'll find useful.
1. Understand My Problem Better Than I Do
Don't just take my stated requirement at face value. Show me that you understand the underlying business problem, constraints, risks, and desired outcomes. Help me see a new perspective on my problem.
ConsultantCafe Take on moves that build confidence
- Be curious and then even more curious
- Talking to more people than the brief calls for, until the picture stops changing
- Try a mix of methods: get the client to draw the problem themselves, run root cause analysis, take a systems thinking approach, or apply McKinsey's 7S model.
- Here are 80 more ways to understand things.
2. Deliver a Clear Plan Early
Show me how the work will be done before doing it. At the very least, a roadmap or approach with rough timing and where I need to be engaged. I want to be able to explain to my boss what we are paying for in simple terms.
ConsultantCafe Take on moves that build confidence
- Setting a direction of travel before the first meeting ends
- Naming milestones and decision points, not just deliverables
- Making roles and responsibilities explicit, including the client's
- Flagging risks and dependencies before they become someone's excuse
3. Communicate Frequently and Proactively
Even though I get busy and can't always pay attention to your work every day, I worry most when I hear nothing.
ConsultantCafe Take on moves that build confidence
- Sending regular status updates [Link], even when the client hasn't asked for one
- Giving early notice of issues. Problems aren't like red wine, they don't get better with time
- Telling the client what changed since the last update, even when nothing has changed
- Ending every meeting with clear next steps
4. Be Evidence Based
Show me that conclusions are supported by facts, not opinions driven by the loudest voice on my team.
ConsultantCafe Take on moves that build confidence
- Document and validate assumptions early, and build your findings around them. This allows assumptions to change, not the underlying data
- Showing the raw finding before the interpretation, so the client can contribute
- Clearly document the rationale behind the recommendations and include the what, so what, and now what
5. Teach my people on the way through
Teach my team and me something valuable during the engagement.
ConsultantCafe Take on moves that build confidence
- Naming the industry standard, and why it applies here and not somewhere else
- Bringing an example from outside the client's own world, not just the usual one
- Run a lunch and learn or introduce a colleague to run one. Great way to show your firm has depth
- Bring the client and their team back to your office to whiteboard the client's problem with the firm's senior leaders
6. Show Me Drafts Early
Don't disappear for weeks and return with a final product in a ta-da moment. I want my team and I involved in the deliverable throughout. I want to co-create the end state
ConsultantCafe Take on moves that build confidence
- Develop and show early outlines, table of contents, think pieces
- Don’t hang on to early drafts for fear they're not quite right
- Plan for a mature draft 2/3 way through the stated timeline
- Create opportunities to provide feedback
7. Focus on Business Outcomes, Not Deliverables
For me, the report/document/event is not the goal. The outcome is.
ConsultantCafe Take on moves that build confidence
- Handing over a plan or roadmap the client's own team can implement without you
- Consider adding a benefits dependency map
- Practical implementation considerations or even a change management strategy (high level)
There you go, a few really insights from clients. I have at least 14 more coming, so watch this space.
What does your client need to increase their confidence in what you're doing?