HomeEntrepreneurThe right way to Get Consulting Shoppers

The right way to Get Consulting Shoppers

My largest concern just isn’t getting shoppers.

Ask any new guide what they’re anxious about they usually’ll in all probability all reply: the way to get consulting shoppers. Whenever you’re simply beginning out as a freelancer, it may really feel not possible to seek out shoppers to your fledgling enterprise.

After working as a freelance advertising and marketing guide for a couple of years, I’ve realized so much about discovering new consulting shoppers. I’ve additionally learn numerous articles that merely record locations to seek out potential shoppers however don’t inform you the way to win them over. That’s not what this text is about.

On this article, I’m going to share actually actionable steps for touchdown shoppers — not simply the place to seek out shoppers however the way to ship them a pitch they’ll’t refuse, persuade them to leap on a name, signal the consulting proposal, and ultimately, validate your work by superior testimonials and refer you to others.

This information on buying shoppers to your consulting enterprise might be condensed into the next steps:

  1. Create a web based presence that pulls the precise type of shoppers
  2. Craft a stellar pitch
  3. Deal with a discovery name to make sure you and a consumer are the precise match
  4. Write a profitable proposal
  5. Handle any pink flags and deal with negotiations

Now, are you able to learn to get consulting shoppers? Let’s get began.

1. The right way to Appeal to the Proper Consulting Shoppers

Earlier than you even start in search of consulting shoppers, it’s essential work out who they’re and create a web based presence or portfolio to attract them in.

Now, I need to be clear right here: I’m not saying it’s best to solely depend on your on-line presence to accumulate new shoppers. You don’t have the time to attend round!

However having a stellar on-line presence is vital earlier than you begin reaching out as a result of potential shoppers will likely be researching you. Having a good on-line presence/portfolio will assist persuade them to rent you.

Excellent your portfolio

When you won’t want a elaborate web site, you do want portfolio entries that talk to your expertise and previous outcomes.

Share examples of your earlier work and elaborate on the mission to present it context. Clarify what you achieved, how you probably did it, and to prime all of it off, remember to embody a testimonial from the consumer. You need to present as a lot proof that you simply’re the true deal. For those who don’t have the finances to rent an online developer, use Squarespace or Weebly, which have WYSIWYG web site builders that make it straightforward for anybody to make use of.

Now, you’re in all probability pondering, “How am I supposed so as to add entries to my portfolio if I’m a brand new guide?”

Nice query! Listed here are some methods to just do that:

  • Use work out of your earlier jobs (so long as you could have consent out of your former employers). The work you’ve finished as an worker is completely related to your work as a guide. For those who’re a monetary guide who used to work in an accounting division, share together with your potential shoppers how your earlier employer benefited out of your work. Or should you’re an web optimization guide, clarify how your expertise helped shoppers rank first on Google for a selected key phrase.
  • Provide to work at a lowered fee to get testimonials. The important thing right here is to not pressure a testimonial out of anybody. Merely allow them to know you’re charging much less since you’re simply beginning out and also you’re hoping to get extra testimonials as you acquire expertise.
  • Provide to work totally free in trade for testimonials. Whereas some flip up their noses on the thought of working totally free, the reality is, many new consultants do that to get a foot within the door.

Clear up social media accounts

Do a fast search on Google to your identify. What do you discover?

Are the outcomes one thing you’d be pleased together with your potential shoppers discovering?

When you have a forgotten Instagram account with images from events or a uncared for Twitter account that has nothing to do with your enterprise, both delete them, make them non-public, or higher but—begin afresh by posting articles and suggestions that assist remedy your superb consumer’s issues.

Optimize your LinkedIn profile

In contrast to Twitter, Instagram, or Fb; LinkedIn is the one place that’s strictly for enterprise networking. So it’s a fantastic place to seek out potential shoppers who will likely be receptive to pitching your consulting providers.

Some fast tricks to optimize your LinkedIn profile:

  • Full your profile: your potential consumer will need to be taught as a lot about you as doable. So share what your consulting service affords. Fill in your profile and record each place you’ve ever held and your accomplishments.
  • Personalize your profile URL: LinkedIn affords the chance to make use of a conceit URL to your profile. In your profile web page, click on Edit public Profile & URL on the precise rail. Beneath Edit your customized URL in the precise rail, click on the Edit icon subsequent to your public profile URL and kind your most well-liked customized URL however make it knowledgeable one!
  • Ask for suggestions: your consulting enterprise could also be too younger to achieve any testimonials, however you may actually get suggestions for jobs you’ve held prior to now. Reap the benefits of this characteristic to showcase your expertise.
  • Use knowledgeable headshot: be sure you have a photograph set in your profile and make it a great one.

Learn Extra: 12 LinkedIn Ideas and Methods (You In all probability Haven’t Heard But)

2. The place to Discover Consulting Shoppers

Now that you simply’ve created a stellar portfolio, spruced up your social media presence, and juiced up your LinkedIn profile, you’re prepared for some shoppers to see them.

The query now’s: how are you going to seek out new shoppers?

Publish a web site

I can not overstate how highly effective it’s for you as a enterprise proprietor to take care of a web site or weblog with constant, invaluable posts. Your weblog turns into a priceless asset that can assist readers get to know you, be taught from you, and ultimately, need to rent you. Optimize your web site for Google. Particularly should you plan to work for shoppers domestically, you want native web optimization to rank for searches for consultants in your space.

Along with that, you want each weblog publish to be optimized for key phrases that your superb shoppers could also be looking out. Publish weblog posts which may reply questions your superb consumer is asking. Not solely is that this nice for web optimization, however it additionally helps you stand out as an professional in your area of interest.

I lately employed a writing coach as a result of I had been studying her weblog, realized extra about her expertise, and grew to belief her. In considered one of her weblog posts, she briefly talked about that she supplied writing teaching and had a hyperlink to her providers web page. I employed her immediately.

Make sure that your web site has a outstanding “Work With Me” web page. On that web page, element what providers you supply and the way your potential shoppers can get in contact.

Job listings

Many corporations are pouring tons of sources into long-term employment positions to fill wants which may greatest be stuffed by a guide. One factor you are able to do is reply to employment postings, however pitch them your consulting providers as an alternative. Attempt positioning it as a manner the corporate can lower your expenses.

For instance, as an alternative of a startup hiring a full-time advertising and marketing director to create a launch technique for a brand new product, wouldn’t it’s higher for them to rent a advertising and marketing guide who can craft a method after which hand it off to them to implement? Level out that it could free them from further prices corresponding to paying for worker advantages.

One caveat, make it very clear upfront that you simply’re not making use of for the place as listed, in any other case you danger losing each events’ time.

To search out job listings, strive taking a look at:

Referrals from earlier and present shoppers

Even when your working relationship with a consulting consumer is winding down, don’t see it as the tip. It’s best to keep up a correspondence and have an offboarding course of that wows them; in spite of everything, you by no means know when they might want to rent you once more. Plus, they in all probability know somebody who wants your assist.

On the finish of each mission with a consumer, I wish to ship an offboarding e-mail that does the next:

  • Thank them for his or her enterprise.
  • Lists bullet factors highlighting the outcomes you’ve helped them obtain.
  • Asks them for suggestions (this may later be was a testimonial, with their permission).
  • Ask them if they might refer you to a different one that may want your assist too.

Right here’s a template you should utilize:

Hello [client name],

Now that we're wrapping issues up with [project name], I wished to overview among the issues we have achieved whereas working collectively:

It’s been a pleasure working with you, and I’m so pleased with the outcomes we’ve seen collectively. On the finish of each mission, I wish to ask my shoppers some questions so I can proceed to enhance my providers.

For those who’re proud of my work, I’d additionally like to make use of a few of your solutions in a testimonial on my web site and advertising and marketing supplies together with your identify and URL included. Is that okay with you? Please reply inline to those questions:

  1. What made you resolve to rent a guide?
  2. What have been some hesitations you had as you regarded for a guide?
  3. What outcomes have I helped you obtain?
  4. What did you want greatest about working with me?
  5. What may I’ve finished higher?
  6. Would you suggest me to your colleagues? If that’s the case, what sort of particular person do you suppose would profit from working with me?
  7. The rest you’d like so as to add?

When you get your consumer’s replies to these solutions, hopefully, they’re good and can be utilized as a testimonial.

I often put the solutions collectively into a couple of paragraphs, edit for readability, after which ship the completed testimonial to the consumer and ask them to approve it earlier than I publish it.

I additionally inform them they’ll write their very own testimonial from scratch in the event that they’d choose. Nearly each time, although, I discover they prefer it after I use their solutions to craft the testimonial.

Chilly pitching

Whenever you want new shoppers quick, chilly pitching is the easiest way to take issues into your individual palms!

Individuals typically attempt to keep away from doing this, however it’s a part of how I quadrupled my enterprise income in only a few months.

The fundamentals of chilly pitching are:

  • Determine a consumer you need to work with
  • Determine an issue they’ve (and possibly don’t understand) you could repair.
  • Attain out with a killer pitch.

Whenever you chilly pitch, you’re carving out a brand new path; versus responding to a job posting, the place you’re competing with different consultants vying for a similar job.

The place to seek out shoppers to chilly pitch:

  • The manufacturers and other people you already comply with
  • Lately funded startups on AngelList
  • Employment postings
  • New enterprise bulletins within the newspaper

Build your business button

3. The right way to Chilly Pitch Your Strategy to a New Shopper

Perfecting the artwork of chilly pitching is particularly vital. Bear in mind, this particular person didn’t ask you to e-mail them. They don’t know you. Mainly, they’ve each motive to disregard your pitch. You’re up towards some huge challenges to win them over.

There are a couple of methods you may make use of to achieve some new shoppers.

Parts of a Successful Pitch

Be private. If a prospect opens your e-mail and sees “Expensive Sir/Madam” or “Expensive Enterprise Proprietor”, you higher imagine that e-mail goes straight to spam. Take the time to seek out out the identify of the particular person you’re emailing. However getting the identify proper is just the start. Each pitch you ship ought to be customized in a manner that reveals that you simply perceive that potential consumer’s enterprise, wants, or needs.

Do your analysis, and spend the additional half-hour it takes to craft a customized message to every prospect. A duplicate-and-paste job will likely be apparent, and it’ll make the recipient really feel as if you don’t actually care.

Determine an issue and remedy it totally free. I’m an enormous fan of giving experience away totally free as a result of it means that you can acquire belief together with your viewers and show you understand what you’re speaking about. This pays off in a serious manner afterward.

So in your pitch e-mail, don’t simply inform them what you’d love to do for them e.g. enable you to develop your Instagram following, however inform them how you intend to do it. The extra particular, the higher. It reveals you’ve finished your analysis.

For instance, after I wished to begin providing web optimization copywriting to startups, I discovered one startup whose app I beloved, and I actually wished to work with them. Earlier than I pitched them, I did some key phrase analysis, and in my e-mail to the founder, I instructed him precisely which key phrases his firm may rank for and the way I deliberate to assist him do this.

I gave the define of my plan away totally free to entice them. And guess what? The expansion supervisor for that firm ended up reaching out to me and wished to rent me for web optimization weblog writing! Many consultants are afraid to present their experience away totally free — don’t be! It typically pays off later.

Pave the best way for them to say sure.

For those who’re attempting to get somebody to do enterprise with you, don’t make them leap by hoops to take action! In your pitch, embody all the pieces they should decide in the event that they’d wish to work with you, together with:

  • Your first and final identify
  • A hyperlink to your web site
  • Your cellphone quantity

Have a transparent name to motion.

Simply as with all high-converting copy, you need to add a transparent name to motion on the finish of your pitch e-mail. What’s it that you really want the recipient to do? Would you like them to schedule a free 15-minute name to overview their gross sales funnel technique? Would you like them to answer with some obtainable instances this week to debate their social media accounts?

No matter it’s that brings that consumer to the following step of your gross sales funnel, remember to inform them that particularly on the finish of the e-mail. And that is vital: don’t make it an enormous leap or an enormous funding; they’re simply attending to know you!

The decision to motion in your pitch e-mail ought to be easy, straightforward to finish, and free. So as an alternative of claiming, “E-book an $800 social media package deal at present,” strive “When are you obtainable for a 15-minute chat about how I can assist you get extra leads through Instagram?”

Observe up. All the time. For those who don’t hear again, don’t quit! However don’t be pesky both. I often wait one week, and if I don’t hear again, I ship a follow-up e-mail. Many salespeople will suggest following up a bunch extra instances after that, however truthfully, I depart it at one follow-up.

In the event that they don’t reply after two emails, I transfer on as a result of I don’t need to construct a popularity as an annoying guide.

4. The right way to Allure Your Prospect Throughout the Discovery Name

It’s completely pure for anybody to get the jitters earlier than a cellphone name with a stranger. However getting a prospect on a name is essential in changing them to a consumer. For those who’re nervous, strive role-playing with a good friend, working towards in entrance of a mirror, and even recording your self. This may really feel foolish at first, however identical to something, it will get simpler as you apply.

So what do you have to say on a discovery name? I’m a agency believer that as a guide, it’s best to take the lead within the name. Begin out by shortly summarizing the objective of this assembly.

You may say one thing like, “Thanks a lot for taking the time for a 15-minute name. I’ll begin out by asking you some questions so I can ensure that we’re a great match. Then, after all, you may ask me any questions you might need about my providers. Does that sound good?”

Then begin by highlighting the issue they’re coming to you with and reiterating their need.

For instance, “So it sounds such as you’re wired, and also you need assistance implementing methods that enable you to automate your enterprise so you may have extra time with your loved ones. Is that proper?”

The questions I at all times ask:

  • How will you measure success? I really like this query as a result of, with the intention to make a consumer pleased, it’s essential know what makes them pleased. Will they measure success by what number of new web site guests they get? Or will they measure success by how many individuals obtain their free app? Outline success early on so that you by no means misunderstand what the targets are.
  • Image your dream life after working with me. What does it seem like? This query is nice for 2 causes: Just like the above query, it lets you perceive what’s actually vital to your consumer. Additionally, it helps the consumer think about what it’s wish to work with you, and it helps them visualize reaching success with you.
  • What hesitations do you could have about working with me? This query could appear blunt, however it’s my favourite. When you’ve bought your potential consumer on the cellphone, that is the proper time to handle any hesitations they’ve about you. I additionally suppose this reveals confidence, because it reveals you’re not afraid of sincere suggestions and open communication.

On the finish of the decision, wrap it up by reviewing what you’ve mentioned, sharing why you’re assured you may assist, and telling them what the following steps are. Be clear to them after they can count on to obtain a proposal from you, after which comply with up.

5. Crafting the Excellent Consulting Proposal

Proposals are available in all sizes and styles and can range broadly relying on the consulting providers you supply. Some consultants ship proposals first after which separate contracts. I choose to have my proposal and contract as one doc, so the consumer can learn what I’m proposing after which log out on the scope, timeline, and worth.

On this article linked under, we go actually in-depth on the way to compose a consulting proposal, the instruments you’ll want, the anatomy of the proper consulting proposal, and a few templates. I recommend you head over to that article should you’re eager to be taught extra.

Learn extra: Write the Excellent Consulting Proposal: Instruments, Examples, and a Template

In a nutshell, listed here are the important parts it’s best to embody in your consulting proposal:

Cowl Web page

A canopy web page is strictly that, a canopy to your proposal that shows your organization’s model, the consumer’s identify, mission, and date for reference.

Government Abstract

The subsequent half is forming an government abstract, which is principally the complete mission summed up on a single web page. The chief abstract ought to broadly spotlight the consumer’s points and challenges, and the way you intend on tackling or addressing them.

Venture Define/Scope of Work

Now, that is the a part of the doc the place you need to be ultra-specific as a result of when the dreaded “scope creep” rears its ugly head, you’ll have this doc for reference, which clearly outlines what you’ll (and won’t) do for the proposed price.

So, should you’re being employed to put in writing for a consumer’s weblog, remember to define what number of phrases you’ll write, what number of revisions are included, and so forth. Or should you’re being employed as a life coach, specify what number of teaching calls are included, how lengthy every name will likely be, if there will likely be any e-mail help allowed, and so forth. You don’t need to depart any room for confusion right here otherwise you may lose out on money and time.


Much like scope of labor, you may also discover it needed to stipulate deliverables, that are principally the identifiable finish merchandise you can be “delivering” to the consumer. There might be a whole lot of overlap right here, however the distinction between the scope of labor and deliverables is likely to be greatest defined with an instance.

Let’s say you’re a contract copywriter being employed to put in writing an e book to generate leads for an organization. Your scope of labor part may embody issues like studying extra concerning the firm’s model, researching opponents, writing the e book, and revising it.

Your deliverable, nevertheless, is likely to be a ten,000-word e book, absolutely formatted and delivered through Google Docs.


A very good consulting proposal manages expectations so no undesirable surprises pop up. A part of that requires outlining once you count on to finish the mission.

So, in your timeline part, reply:

  • When does the mission start?
  • When does the mission finish?
  • Are there any milestones in between?

On the latter level with lengthy initiatives, it may be useful to have checkpoints for accomplished work. This can assist you handle your time and construct confidence within the consumer that issues are going as deliberate. It’s also possible to use milestones to launch partial fee of funds. Simply make sure to not pin your self down with too many milestones, to permit some flexibility in your workflow.

Charges and Cost Phrases

Make it clear what your charges are and what they embody. Additionally, specify due dates, accepted fee strategies, and fee phrases. For instance, should you require a 50 % preliminary fee, be sure you clearly state that you’ll not start work till the consumer has submitted the primary fee.

Shopper Necessities

This part of a consulting proposal isn’t that widespread, however I personally at all times embody it and discover it vital. Many instances, when there are delays on consulting initiatives, the bottleneck lies with the consumer. For instance, each net developer is aware of the ache of being stalled on a construct as a result of they’re ready on belongings from the consumer.

If there’s any a part of your job that could possibly be stalled by no fault of your individual, ensure that to record it right here.

Expiration Date

Once more, this isn’t a preferred part for consulting proposals, however for me, it’s essential! Placing an expiration date on the proposal protects you from having a potential consumer come to you three months later wanting to just accept your proposal.

As you understand, by that point, you is likely to be absolutely booked or your costs is likely to be greater. A consumer can’t moderately count on you to drop all the pieces and fulfill the mission in your proposal in the event that they don’t act shortly. That’s why I strongly really helpful telling the consumer when the proposal will not be legitimate.

Non-compulsory: Contract Phrases

Some consultants will ship over a proposal for the consumer to signal and approve first, then will ship over a separate contract for the consumer to signal. I choose to avoid wasting time and vitality by having my proposal function a contract too. For those who select to make yours a proposal-contract mixture, add any phrases and circumstances right here.

Frequent ones embody cancellation, fee phrases, and an impartial contractor clause. For those who need assistance, use a proposal template from any of the providers talked about above.

The right way to ship the consulting proposal

When you’ve crafted your proposal, you may preserve issues fast and easy by sending it on-line for an digital signature. For a free device, strive AND.CO — it allows you to ship a proposal and get alerted when it’s been considered.

and.co consulting proposal acquiring clients

What to do if the consumer desires revisions?

It’s frequent for a consumer to ask for revisions to the proposal earlier than they signal it. Don’t be discouraged; that is all a part of the negotiation course of. It’s greatest to get on the cellphone with them to debate what their issues are and what they’d wish to see modified. Then allow them to know the way a lot time you’ll must revise and resubmit the proposal.

Different proposal suggestions

Ship the consulting proposal promptly. You should definitely ship the proposal by the point and date you promised. If you are able to do it inside 24 hours, even higher.

Observe up, it doesn’t matter what. So that you despatched the proposal two days in the past and haven’t heard again? All the time, at all times comply with up. And keep in mind, the follow-up continues to be a gross sales alternative.

So don’t say, “I’m simply following up. Did you could have any questions after our name?” Add worth by reiterating your consumer’s needs and providing recommendation on how you’ll assist them get there.

Right here’s an instance:

Hey [potential client's name],

I actually loved our name yesterday, and I have been excited about what you stated about needing a stronger Instagram presence. I feel you would begin working with influencers in your area of interest to amplify your model. I've connected an inventory of Instagram influencers I've recognized who'd be excellent for your enterprise.

What do you suppose? And please let me know when you've got any questions concerning the proposal. Joyful to hop on one other name. I actually suppose we would work effectively collectively in crafting an Instagram technique that can increase your gross sales by a minimum of 20%.

All the time restate your consumer’s true need. They don’t simply need a social media guide, for instance. They need to make extra gross sales by harnessing the facility of Instagram.

Show to them you may get them what they need, they usually’ll rent you. In fact, don’t make empty guarantees. Inform them why you’re assured you may assist them, and remind them of the outcomes you’ve helped others obtain prior to now.

6. Crimson Flags and The right way to Reply

Shoppers are folks too. They’ve their very own ambitions, motives, and targets. Generally these issues won’t align with what it’s important to supply. For those who come throughout a consumer who displays any of those pink flags, listed here are some options to maneuver out of the sticky scenario and win the potential consumer.

The consumer is caught on worth

It’s comprehensible for a prospect to hesitate to make an enormous funding; they’ve simply met you, in spite of everything, they usually can’t ensure that you’re going to ship in your promise. Nonetheless, if a prospect is undervaluing your providers or attempting to get a cut price, then run.

I wish to abide by this maxim: by no means negotiate on worth, simply scope. In different phrases, you shouldn’t decrease your worth as a result of it’s out of a prospect’s finances. You may, nevertheless, in the reduction of on what you’ll do and thereby decrease the worth. By no means negotiate on worth, simply scope.

Why do you have to negotiate on scope, however not worth? For those who decrease your charges for a consumer, it indicators a couple of issues:

  • Your charges have been by no means set to start with, and also you pulled them out of skinny air.
  • That consumer is undervaluing your providers and experience.
  • That consumer is prone to do one thing related sooner or later and/or be a troublesome consumer as a result of they’re simply in search of a deal.

The consumer isn’t positive you’re the precise guide for them

Generally you’ll get by the invention name and suppose somebody is the proper match, however they’re not so positive about you.

To present you an opportunity to wow them whereas reducing their danger, you are able to do a few issues:

  • Provide a paid trial. Perhaps the consumer isn’t able to decide to a three-month teaching program with a $2,997 funding. However possibly they’re able to strive it out for one month at $1,000.
  • Provide a money-back assure (dangerous). As an final present of your confidence, you would supply a money-back assure. Simply understand it is a huge danger in your half. For those who select to go this route, remember to clearly outline the phrases of the assure, get it in writing, and have it signed.

The consumer thinks it ought to be ‘straightforward’

It is a big pink flag. If a consumer pushes again in your pricing or timeline by saying, “This ought to be a straightforward job,” or, “It shouldn’t take that lengthy,” they’re grossly underestimating what good consulting entails.

If it actually have been that straightforward, they’d be doing it themselves! If a consumer doesn’t see the true worth and complexity of what you’re attempting to perform for them, they’re in all probability not a really perfect consumer. For those who select to work with them, they’re prone to be nitpicky and impatient, since in spite of everything, they figured it ought to be “straightforward” anyway.

The consumer is in a rush to get it finished

Many consultants cost a rush price if a consumer wants one thing finished shortly. Why? Consider a rush price as a device. It ought to serve two distinct functions:

  1. Rush charges ought to deter clients from asking for rush jobs
  2. Rush charges ought to cowl your alternative prices

So if a consumer is telling you they want one thing by tomorrow afternoon, it’s fully acceptable to cost an additional price for the frenzy. In the event that they balk, they’re in all probability not a consumer you need to work with.

Wrapping It Up: How To Get Consulting Shoppers

If there’s something I need you to remove from this publish, it’s that getting shoppers to your consulting enterprise isn’t as arduous as you suppose, however it additionally isn’t as straightforward as you may hope. Getting shoppers is far more than simply realizing the place to look. Bear in mind these vital steps for locating the precise consulting consumer:

  • Create a web based presence that pulls the precise type of shoppers
  • Craft a stellar pitch
  • Deal with a discovery name to make sure you and a consumer are the precise match
  • Write a profitable proposal
  • Handle any pink flags and deal with negotiations

It could appear to be a whole lot of steps, however it will get simpler as you develop your clientele. And to me, all of the hustle is value it to work with shoppers you like and pursue a profession that you simply take pleasure in.

Exclusive free training series button



Please enter your comment!
Please enter your name here

Most Popular

Recent Comments