7 Steps to Establishing Credibility with Your Next High Paying Client

Hooray your marketing efforts have paid off! You have a meeting scheduled with someone who has expressed interest in doing work with you. In this article, I want to share you with practical tips on how to leverage this meeting towards establishing your credibility with your future client while positioning yourself to maximize your contribution AND compensation.

This meeting is far more than a discovery or contracting meeting. It is an opportunity to literally change your client's life. Through the questions you ask and how you help your client go beneath their wants to their greatest needs, you are providing dramatic value. Because your client has a thousand things in their thoughts, their minds, their heart, and what you're going to do is help them get clear; get clear on the issues that are bothering them that they intuitively, instinctively, absolutely want to take action on. 

I call this meeting Directional Agreement because this is where you and your future client's get on the same page with regards to the business challenges at hand and the value or outcome your client hopes to gain by virtue of working with you. 

The 7 steps to this meeting are this:

Step 1: Make Personal Contact

The contracting process both starts and ends with your ability to establish trust. At the end of the day, the main thing that you sell to your client is not your methodologies or even your expertise. It is your strategic partnership. 

There are several things you can do to establish rapport, trust and credibility. You can…

• Do more than say hello. You can try to connect on an individual level. Ask about how long they worked for the company. Ask about the pictures on their desk or the figurines on the bookshelf. Show interest in the client first as a human being.
• Once the personal relationship has been established then ask what your client hopes to get out of the time together. Tell your client how excited you are about the opportunity to learn more about their business and needs and how you can potentially partner then ask them what they hope to accomplish during the meeting.

Step 2: Ask Client about Current Challenges and Opportunities

You do need to understand the issues or challenges that are creating enough discomfort in your client to motivate them to reach out for help. This is their felt need.

To accomplish this step, directly invite the client to express their views of the challenges they are facing. Open ended questions such as: “I understand that there are some challenges in your area. Tell me more about it.” Or “What’s working or not?” This is really all that is needed to get the conversation going.

Your goal is to get enough information in order to be able to explain the situation at hand from your client’s point of view. At this stage, there is no judgment, no side taking and no assessment or solution. Your job is to merely be able to describe what is bothering your client from their point of view.

Step 3: Extend Understanding

Extending understanding is like when you are giving a receipt. Being heard and understood is a universal and deeply felt human desire. When you are able to do this well, your client will start to see you as a good listener and feel that you are on their side.

The key skill that you are bringing to bear in this moment is framing and empathy. Framing is when you are able to sort and organize the variety of data points that the client has shared into logical categories. Empathy is not about agreeing but demonstration of understanding of what a client might feel with regards to what they are faced with.

Step 4: Reframe Issues as Business Performance Gaps

This is one of the hardest things for all consultants and internal business partners to master. It's how do you transition the conversation from talking about methodology to business performance gaps.  Your ability to reframe the issues as business performance gaps is the number one thing that you need to do in order to start positioning your work against the strategic consulting work versus the one off tactical solution.  So you need to be able transition the conversation such as, "I understand want a customer service training. But let's talk about customer service.  What's going on in the business?  How are the customers behaving?  What's your satisfaction level?" And you start talking about the business issues. 

Step 5: Qualify and Quantify Business Performance Gaps

 Steps 4 and 5 go hand in hand. Once you have clarity on the parameters of business performance gaps you also want to know how big the gap is and what the measures that would be used to evaluate if gaps have been bridged. For example, it is one thing to know your client has a customer service gap. It is quite another when you have the clarity that they want to increase their customer satisfaction scores from a 5-6 to a 9 plus rating.

Once you know the size of the gap, you are then positioned to probe for better understanding of the expected return on investment for bridging the performance gaps. Any time an organization embarks on a continuous improvement initiative, there are costs involved and it is your job to help them quantify and qualify the benefits in three primary categories – cost containment, revenue and other intangible benefits. The questions you might ask include:

• If we were successful in bridging this gap, what cost savings could be found?
• What additional revenue could be brought in?
• What would it mean to your company’s repute and other intangible benefits to you as a leader?

Step 6: Identify reasons for bringing in a consultant and the expected ROI for the partnership

Bridging the performance gaps is the client’s responsibility. If the problem is solved for or avoided, they are the ones accountable for those results. In step 6 it is your job to uncover why they want to bring in a consultant vs. doing the work on their own. There are many reasons that a client may seek the help of a consultant. They may be looking for an independent perspective. They also may not have the expertise in house. Or they may simply not have enough manpower to address the challenges. Or a combination of all the above. When you uncover why they are bringing you in, you can then identify the return that they expect to get by virtue of your partnership. If they do not have the expertise in house – they more than likely are looking for a smarter approach to the work that avoids false starts and wasted efforts. If they lack manpower in house – they are looking to you to expand their capacity. The more you understand the role they want you to play, the better you will be able to:

• Create options that are customized to their starting point
• Demonstrate the return on investment and guarantee for partnering with you. While you cannot guarantee the return for the overall project because you are not accountable for those results, you can promise that they will get to the results in an accelerated manner with better quality and so on.

Step 7: Test for consensus

You will know you have directional agreement when you and your client are on the same page with regards to the business performance gaps, the return on investment for closing the business performance gaps, the reasons for partnering with you and the expected return on investment.

To test for consensus, you simply summarize verbally or in writing what you heard and what was discussed.

So those are the what’s and the how’s of how you get that initial conversation going, and literally this is the most significant conversation you will ever have with a client that's going to position you to deliver maximum results and create a powerful client relationship.

 Another way of establishing credibility is writing a good proposal template. Impress your potential clients and convince them why you are the write consultant with them. Swipe my FREE Proposal Template here.