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    Consulting: Setting Clients Up for Success
    James Nagy
    / Categories: Consulting, Management

    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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    James Nagy

    James NagyJames Nagy

    Looking for a business consultant, how can I help? As Co-Founder and Managing Partner of J&S Tech Designs, I have three decades of experience and expertise to share with you and help your business, product, or idea thrive.

    Other posts by James Nagy
    Contact author Full biography

    Full biography

    As a strategic leader and entrepreneur, James Nagy has a record of generating growth by leveraging the latest technologies to drive sales, marketing, product development, and profitability. He is known for identifying and capitalizing on market trends, developing effective tactics for implementation, enhancing operating performance, and serving as a trusted advisor and business partner. Skilled at working across operations, James builds strong, cross-functional relationships and communicates complex technical information to diverse internal and external stakeholders.

    A big picture visionary, James identifies and reacts to market trends, providing disruptive strategies that go beyond IT to include sales, marketing, and product portfolio management. Building on his experience as Director of Software Development with premier companies Midas International Corporation and SXC Health Solutions, Inc., James launched two successful consulting companies, Sprocket Websites Inc. and J&S Tech Designs. As the Managing Director, he provides innovative solutions to clients in small- and mid-cap companies.

    When he is not advising other business leaders, James lends his expertise to a variety of organizations. He is a Founding Member & Committee Member of the Greater Conejo Valley Chamber of Commerce; he serves on multiple teams and committees for the Naperville Area Chamber of Commerce; he is a Founding Member of the Chicago Area DNN User Group, and he serves on the Board of Directors of the New West Symphony. In his free time, James enjoys Sci-Fi, coin collecting, traveling and wine tasting.



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