The 5 Steps of the Consulting Engagement Cycle

 

Your marketing efforts have paid off. All of your activities on social media and doing speeches worked. You created a proposal, negotiated and renegotiated with your client and the deal is done.

And now you’re wondering what to do now.

Just like your clients have processes in place to ensure consistently high customer service, you have to do the same. This consulting process is what I call the “Consulting Engagement Cycle.” It is not an exact formula you need to follow but a guideline that helps you ensure that you can deliver excellence every time, with every client.

There are 5 steps in the Consulting Engagement Cycle:

Step 1: Establish Winning Partnerships

Sales is not what you get through in order to get to the work. It is actually the first step in your consulting delivery. During contracting, you and your client come to an agreement on the business objectives at hand and how the two of you will partner together to achieve those objectives. This phase of the...

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Before You Plan for 2021, Do this 2020 Review

 

We're coming up on the end of the year and it's time to review what worked and didn't so we can come up with plans for 2021, right?

Wrong!

If 2020 has taught us anything, we don't always have control over all the things we put into typical annual plans, complete with SMART goals and actionable strategies. That type of planning is OUT.

What is IN is cultivating smart habits that keep you in tune with your market and allow you to respond to them with ease and confidence.

This was our big learning for 2020. 

In this video, Jen and I walk you through the ANTI-planning and business development best practices we gained through trying to merge our companies while adapting to the global pandemic which resulted in our most profitable and happy year ever.

If you want to say a big, fat "buh-bye" to the craziness of 2020 and a big hello to having 2021 be the year where your results are totally in FLOW, this video is must-watch.

You'll learn:

  • Why falling in love with your clients...
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Want to Conduct Organizational Assessments? Here's How to Get Started

 

You can look at the role of a consultant as someone who simply provides solutions to enhance leadership and business results. 

Or you can see the role through a more meaningful lens as someone who comes alongside senior executives in order to speak truth to power and influence decisions that benefit the entire system.

To fulfill either of those roles - you need one thing: an ability to conduct organizational assessments.

  • Assessments provide your clients clarity into what is working, what is not working and most importantly why. This clarity empowers them to invest their time and money in solving the right problems and the right way.
  • Assessments provide you the positioning you need to be seen as a strategic partner (and not an extra "pair of hands".) The insight you glean through interviews and focus groups provide you an independent and outside point of view - one of the key reasons why executives hire consultants in the first place.
  • AND assessments give you the data you need...
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Want to Create an Online Course? Three Types of Profitable Consulting Courses

 

Are you thinking about creating an online course but aren't sure if they are profitable for consultants?

More than likely, my answer to you will be yes.

Courses are a fantastic way to expand your reach, sweeten the value that you offer your clients, reduce your labor intensity, and provide passive revenue. 

Watch this tutorial video and learn about the 3 types of profitable consulting courses and how they can amplify your client impact and profits.

Transcript

Betsy Jordyn: Hey, are you a consultant or coach? And are you thinking that now is the time  that you want to add a course to what you offer? This is a really great time. I think one of the things that us working at home a lot have clarified for us is that we've got to get creative about how we deliver our consulting and coaching. And we've got to figure out how to do it virtually and courses are great way to go about doing it.

But one thing I want to warn you about is that if you want to have a course...

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How to Design an Offer Consulting Clients Will Love

 

Have you ever wondered...

"What services do I offer my consulting clients? How to frame my products and services in such a way that they will be irresistible to executive clients?"

If so, you're gonna love today's training on how to design consulting offers...that convert. 

I walk you through the general principles of what you need to include in an offer, how to position them to attract and land clients as well as how these principles uniquely apply to consulting and coaching businesses.

Creating great offers that will attract and impress your consulting clients starts with falling in love with your consulting clients and serving them to the best of your ability. Your offers aren't about you and showcasing what you know and can do. It's about creating tangible value for your future clients...at each step of their relationship with you.

Transcript

Betsy Jordyn: Hey there, it's Betsy Jordyn. I've been asked quite a bit about offers and how to make relevant offers, particularly in...

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Want to land a six-figure consulting project? Swipe my consulting proposal template

 

Want to know what a perfect consulting proposal template looks like? Wish someone can take you behind the scenes so you can see for yourself how to structure a consulting proposal that commands six-figures?

Then you're going to love what I'm going to share with you in this video tutorial where I'll demystify the process and show you exactly how to set up your proposals to showcase the unmistakable value that your consulting can create.

Transcript:

Betsy Jordyn: Hey, it's Betsy Jordyn here and I want to talk to you today about proposals. Here's the thing about proposals: It's not one of the favorite things that many consultants have around their business. They wish that magically they could skip over this phase. And I would say don't ever think like that because proposals are the best way to add tremendous value to your clients right away. And this is what will win them over.

I'm going to share with you how you can create an amazing proposal.  Instead of talking...

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Here's a Method for Helping a Leader Hold Employees Accountable

Got a conflict-avoidant client and not sure how to help them? I want to give you some message points to help them understand why holding their employees accountable is in everyone's best interest and some ideas on how to equip them to more effective. 

The Message Points - Why Accountability is Good for All

Holding people accountable for results is about providing the conditions for an employee to freely choose whether to meet or exceed expectations and experience the resulting consequences (positive or negative) of their choices.  It is not about communicating blame, frustration and/or disappointment in a monthly meeting or performance review.

A leader who holds his or her employees accountable is treating these individuals as self-directed, empowered responsible adults.

Other benefits of increasing the accountability in others include:

  1. Visibly demonstrating of the law of the universe where there is cause…there is effect.
  2. Communicating with actions that your...
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How Good Companies Become Market Leaders (Without an Infusion of Capital): Interview with Charles Browne

 

Interview Transcript:

Betsy Jordyn: Hey, it’s Betsy Jordyn of the Consultant’s Institute, and I’m so excited to interview Charles Browne.  And our topic today is really focusing on those product companies.  You know what I’m talking about, the companies that have had a good run, because they had a great innovative idea.  And now, somehow things have fallen off the rails, and they want to establish a company.  And I’m bringing in the expert to tell us all about it. 

So, why don’t you introduce yourself, and share a little bit more about your business, and how you help your clients. 

Charles Browne: Sure, yeah, thank you, Betsy.  So, you know I started my career in the Navy.  I was part of their nuclear power program.  After eight years of service, I left and worked at a couple of commercial nuclear power plants and earned a project management certification...

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5 Shifts to Instantly Increase Your Consulting Business Success and Impact

The cold, hard facts about the consulting profession is that most change efforts fail. The failure has little to do with the quality of our project plans or recommended message points. Failure has everything do with ineffective change leadership at the top.

It's for this reason, the number predictor of the sustainability and impact of our work is the commitment of the leader that we are supporting, who is ultimately responsible for the change's success.

Related: The Little Known Strategy for Becoming an Executive Advisor

If you want to make a greater difference with your consulting, it begins with shifting your perspective on what your role is ultimately about. It's not about delivering a methodology. It's about supporting a leader through what are often their defining moments.

And Then Make These 5 Shifts

1. The focus of your service isn't a company; it's a leader within a company.

Your clients are not simply buyers representing an organization. They are people first who...

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Stages of Power in Leadership and Organizations

The other day I wrote an article on the difference between power over and power with/within leadership approaches. In a nutshell "power over" leadership is all about control and dominance and finding one's source of power from a position, titles, salary, etc. vs. "power with and with" leadership which is all about mutuality and cooperation and finding one's source of power from inside one's own wisdom, self-esteem and humility. 

 (If you missed the article, click here to read it.)

The next logical question is how then do leaders grow from "power over" leadership into "power with and within" leadership. 

The Four Stages of Power in Leadership and Organizations

To fully understand and appreciate that the differences between the two approaches to power isn't about style or personality. It's about maturity and the values that show up in different stages of a leader's growth journey. There are four stages of power in leadership and organizations.

  • Stage 1:...
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