Consultancy Skills Toolkit

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          OverviewWorking with ClientsDelivering ProjectsDealing with People

Working with Clients

bullet On Professional Services
bullet What Clients Really Want
bullet How Buyers (can) feel
bullet Clients & Professionals
bullet A Case Example
bullet The Three Ingredients
bullet Managing clients' journeys

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Lindsay Sherwin

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Professional V Mass Services

Clearly good customer service is vital in any consultancy assignment. However, when thinking about customer service in consultancy, it is vital to distinguish between

  • a mass service as provided by a fast food restaurant or a shop.
  • a professional service as provided by a solicitor, architect, or doctor.

Most customer service ideas are based on providing a mass service. Although there are elements in common, there are also significant differences, summarised in the table below.

Mass Services

Professional Services

  • Has Customers
  • Has Clients
  • Usually a one-off contact
  • Regular or Repeating contact
  • Brief contact - a transaction
  • Extended Client contact - a project
  • Customers with similar needs
  • Clients with varying needs
  • Pre-prepared service
  • Service created/customised for particular client.
  • Customer often knows exactly what they want
  • Clients often does not have the technical expertise to know what they want - they just want a solution to their problem

Key Conclusion

Serving clients is different to serving customers.

Each client is unique with particular needs and all consultants need to invest time and effort in building and maintaining the relationship. In particular:

  • in understanding their clients situation,
  • in building trust and a relationship with them,
  • in ensuring that their client is up-to-date with progress
  • in ensuring their client keeps them up-to-date on relevant developments
  • in ensuring that their client understands sufficiently the professional or technical options available - even at times coaching or training their client in this.