Consulting: Setting Clients Up for Success

Consulting: Setting Clients Up for Success

When you are working as a consultant, you’re generally brought in for a specific project or task.  Although you’re working with the client, most likely you are not a permanent member of their company.  You have to go in with the mindset of setting your client up for success.

Even though you might be working yourself out of a job – it’s the right thing to do.

Think of it this way –integrity demands that you set your clients up for success even though you might not be a part of that success long term.  That is what you are there for.  You may have a special set of skills or be an expert in your field.  They’ve called you in to get them or their project moving and on the right track –not to become reliant on you.  You have to set them up for success long term.

This specifically means pulling people into meetings that weren’t in there before to get them involved. Once you create a process that works, you have to invite people in and demonstrate that process for them so they can continue it as successfully as you’ve started it.  Then, once you start pulling necessary people in, they can begin to give input and see what the changes are.  This gives them a window.  You should also pull supports folks in so that they can see what’s happening and get the lay of the land.  It’s about the success of the whole team.  Then they are part of the process and they can give feedback and add things that maybe you didn’t think about.

There should be a part of your consulting process where you come up with a solution, put that solution in motion, bring in essential players to teach them the solution, and then let them add their thoughts and feedback to tweak the solution to make it better.  Maybe it’s not exactly you’re original idea, but with some great collaboration it can be even better.  Especially when these people are the ones that will be supporting it long term. It’s always a good idea to take thoughts from each then and built a great idea together.

Great collaboration is when you invite the RIGHT players to the meeting – not more players, the right players.  Setting up your clients for success that eventually phases you out is not an easy thing to do, but it is the right thing to do.  At that really speaks to a successful track record for you as a consultant.  Consider it as a supporting role.  You are the back up; the special team.  You come in, execute a great plan, and set them up for success moving forward.

What have you found to be the hardest part of setting clients up for success is?  Do you find most consultants doing this process? Or instead creating clients who are reliant on them long term? What are your thoughts? Comment below!

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  • 13 May 2016
  • Author: James Nagy
  • Number of views: 1111
James Nagy

James NagyJames Nagy

Need a consultant today? How can I help? As Co-Founder and Managing Partner of J&S Tech Designs I have nearly three decades of experience and expertise to share with you to help your business, product, or idea thrive. If you like this article, please sign up in the “stay informed” section!

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Full biography

Full biography

James Nagy is managing partner and co-founder of J&S Tech Designs - a business consulting organization that specializes in providing software and website design, development, and management expertise to organizations. He is also Managing Director and one of four co-founders of Sprocket Websites, Inc. and Chief Executive Office and one of four co-founding members of Clinical Collaboration Software, LLC.

James has over twenty-five years of experience in the information technology field, spending twenty years in software development, sixteen years in executive management and the last six years as a serial entrepreneur launching and running several successful technology organizations.

Throughout his career he has led companies, divisions, departments and teams to successful outcomes. He has executed process reengineering within organizations that were struggling to produce. He has provided strategic vision and organization planning in situations that needed direction. He has built complex systems in several unique marketplaces that required thorough knowledge and expertise to be successful. It is his passion for excellence and desire for success that has enabled him to meet the challenges presented and continue to exceed expectations.

James’ passion for delivering innovative solutions and creative strategies enabled him to develop strong business foundations for long-term success. He is an active member of the Conejo Valley Chamber of Commerce, the North of the River Chamber of Commerce and the Naperville Area Chamber of Commerce where he served on several teams, advisory committees, and legislative groups. He is a founding member of the Chicago Area DotNetNuke Users Group that has held several large, successful Website design and development events. James has donated time, money and expertise to many volunteer, fundraising and charitable organizations like KidsMatter of Naperville, The Naperville Film Festival, Summer Place Theatre, TEDxNaperville, Neuqua Valley High School Senior Spectacular and many others.

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«July 2017»

Consultants: The Importance of Being an Expert

​As a consultant, you’ll run into situations nearly daily where you are meeting new people who want to hear about what you do. I get questions regularly on topics that I consult on. Many times these conversations come up on the spot and out of a normal business environment.  So, what do you do when you’re approached, totally unprepared, and you have to talk about your business out of the blue? Do you know your business well enough that you can stop whatever you’re doing and come up with an intelligent informed conversation? As a consultant, this is a must.
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