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Writer's pictureGreg Moule

How to manage client relationships as an Independent Consultant


As an independent consultant, it’s essential to manage client relationships effectively. These relationships form the backbone of your business, and if you don’t manage them well, you risk losing clients and losing future business. Here are some tips for managing client relationships as an independent consultant:


1. Set Clear Expectations

One of the most important things you can do at the beginning of a client engagement is to set clear expectations. Make sure the client understands what you will be doing for them, and what they can expect from you. Cover every detail of the project - the approach, timelines, deliverables, and process. Use project management tools such as Gantt charts, timelines etc. As an independent consultant, the client needs to trust you and your expertise, setting clear expectations will help build that trust from the start.


2. Establish Strong Communication

Communication with clients is key, and it needs to be open and transparent. Make sure you are always available when clients need you. Respond to emails and phone calls as soon as possible, or at least within 24 hours. Use video conferencing or chat for real-time communication, it helps bridge the gap. Listen to what your clients are telling you and provide them with honest feedback and solutions.


3. Prioritise Your Clients’ Needs

Your priority should be your client, not yourself. Never forget that you are there to provide a service, and your clients are paying you for it. Be respectful of their time, goals, and deadlines. Make sure you work with them to understand their unique needs and challenges. Your client’s success is your success, so do everything you can to support them. Remember, happy clients lead to more business, and word-of-mouth is a powerful thing.


4. Communicate Consistently

Staying in regular touch with your clients is important. Even if you don’t have anything new to share, check in with them regularly to see how things are going. Use these touchpoints to make sure they’re happy with your work, to ask for feedback, or to share an update on the project. This helps to build a sense of trust with your clients and it also helps them to feel valued and heard.


5. Be Transparent

Today’s clients want transparency and honesty from businesses, and this applies to independent consultants as well. Be upfront about your pricing and fees, and make sure your clients understand what they’re paying for. If there are any issues that arise during a project, be open and transparent about them, and let the client know what steps you’re taking to resolve them.


6. Earn Trust

As an independent consultant, you need to earn your client’s trust. You can do this by being reliable, responsive, and professional in all your interactions. If you say you’ll do something, make sure you follow through. Meet your deadlines and deliver on your promises. Be respectful and courteous in all your communications and be sure to listen to your clients’ needs.


7. Manage Expectations

Managing expectations is another key part of managing client relationships as an independent consultant. Have a clear understanding of the project scope, deliverables, and timelines. Be realistic about what can be done in a certain amount of time and what cannot be done. Set expectations accordingly, and then meet them. If you can exceed expectations, that’s even better. Be proactive about communicating when something isn’t possible and identifying a solution.


8. Provide Great Service

At the end of the day, the most important thing you can do to manage client relationships is to provide great service. Make sure you are always striving to meet your client’s needs and exceed their expectations. Look for ways to make their lives easier, anticipate their needs, and address any concerns they may have. When your clients feel like you are always looking out for them, they will trust you and recommend you to others.

9. Celebrate Successes (and Learn From Failures)

When a project is successfully completed, take the time to celebrate. Celebrating the success of a project or milestone can be a great way to further build relationships with your clients. It’s also an opportunity to learn from what went well and what didn’t. Look for ways to improve your service, processes and communication, based on feedback and your own learnings.


In conclusion, managing client relationships as an independent consultant requires effort, communication, and transparency. Remember that your client’s needs should always come first, and focus on building strong relationships aimed at loyalty and retention. By setting clear expectations, establishing strong communication, prioritising clients’ needs, staying open and transparent, managing expectations, providing great service and celebrating success, your clients will be happy, and you’ll keep your business thriving.


Here at Veriex, we are experts in scaling teams of freelance independent consultants in strategy, change, digital, and people transformation across the globe. We work closely with our network of ‘Approved Consultants’ to support them with building their skills and developing their business pipeline by giving them access to some of the most complex transformation projects on offer. For more information about becoming a Veriex Approved Consultant please contact info@veriex.co.uk or check out our opportunities page on our website.

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