As a consultant, you know that the first impression is everything. That's why it's crucial to prepare thoroughly for your client interviews. In this article, we will discuss all the steps you need to take to make a great impression on your potential clients. We will cover everything from researching your client to preparing your questions. 

1 - Preparation is key

It is very difficult to generalize the get-to-know interview with a client, as they vary from topic to topic and client to client. In all cases, however, it makes sense to develop some structured ideas about how to best approach the challenges outlined in the project briefing and to think about what makes you a perfect fit for that project. 

To help you prepare yourself for the call, the support team will share with you as much information as possible. However, this information is sometimes not complete, as it depends on what the client has shared themselves. Therefore, please summarize all open project briefing issues that you need to clarify with the client in advance.

It is possible that some aspects of the contract set-up will be slightly adjusted after your initial call(s). These adaptations should happen in close coordination between the client and you. If there are larger adaptations that, for example, have an effect on the timeline of the project or on your daily rate (keep in mind the Malt Strategy fee if doing so), it is crucial to adapt those changes via Malt Strategy. This is for your own good in the case of any disputes. You can find an article summarizing our best practices to write a well-documented quote here.

2 - Question guide - for the consultant

If you can answer these questions well, you are well-prepared for the interview!

You research

  • What is the client's background and experience?

  • What are the client's business objectives?

  • What are the client's pain points?

Your approach

  • How would you approach the project?

  • What are the key levers to success?

  • What, in your opinion, are the main hurdles, and what are the crucial elements to address them?

  • Do you need any specific external data or internal information to succeed?

Your fit

  • What experience with similar projects do you already have?

  • What experience in a similar environment (SME, corporate, family business) do you already have?

  • Optional: Do you have a cultural experience that makes you a good fit?

Your motivation

  • Why is this project interesting to you?

  • What can you, on a personal level, contribute to the project (team)? (build rapport in the conversation – small talk, emphasize similarities with the contact person).

3 - Question guide - for your client

There are things you should definitely clarify with the client in the interview. You will find these elements below.

Project information

Project context

  • What is the current situation?

  • Was there a similar project before?

  • Is this project part of a bigger or already ongoing one?

Project objective

  • What are the final products/results expected to be delivered?

  • In which way will the outcomes be measured?

Timeline

  • Is the proposed deadline already fixed?

  • Are there any specific milestones to consider?

  • What is the decision-making process?

  • What are the communication styles and preferences?

Modus operandi

Work location

  • On-site work or home office?

  • Where is the project exactly located?

  • Is any travel required?

Number of working days per week

  • How many days per week will you spend at the client site?

  • Are there any home office days?

Travel expense regulations (if travel expenses are not included in the daily rate)

  • What is the budget for the accommodation?

  • Are you supposed to travel 1st or 2nd class when using the train?

In conclusion, asking insightful questions during a client interview is paramount for both the consultant and the client to establish their compatibility. Consultants can gain a comprehensive understanding of the client's needs and challenges through insightful inquiries, while clients can effectively evaluate the consultant's expertise and experience. By engaging in a series of thoughtful questions, both parties can enhance the prospects of a fruitful collaboration.

To solidify the understanding established during the interview, a comprehensive quote encompassing the agreed-upon services, timelines, and deliverables is essential. This quote should be promptly submitted through Malt, ensuring transparency and alignment between both parties. By incorporating these key elements, consultants can effectively communicate their value proposition and clients can make informed decisions regarding their consultancy needs.