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Client Engagement Process

 For consulting client engagement to be successful requires building and maintaining strong client relationships throughout the consulting process.  This involves the consultant putting forth efforts in various ways. 

First, the consultant must make initial contact with potential clients.  This can be done by phone call or email and conversations resulting from this medium shall prepare the consultant for the first contracting meeting.  Block (2011) advised setting up at least one meeting with each person who is part of initiating the project to understand clients’ needs and concerns.  This allows the consultant to obtain information on the client’s needs. Next, the consultant conducts a thorough assessment of the client’s requirements, challenges, and goals.  Matching consulting services to the client’s needs will help how the consultant presents his/her own skills and services to align with the client’s brand and needs. A successful assessment will allow the consultant to present a detailed proposal to the client, outlining the scope of work, deliverables, timeline, and costs.

After the proposal is presented the consultant and client will negotiate terms in terms of both parties’ wants and offers (Block, 2011), making necessary adjustments to the proposal. After exchanging wants and offers, either an agreement is reached resulting in a contract, or both parties are stuck on wants and offers. If an agreement is reached, the consultant should ask for feedback on control and commitment to ensure a stable, balanced contract is assured (Block, 2011). 

            If there are no issues with the processes mentioned above, the project can be executed.  Once the consulting project begins, the consultant works closely with clients, providing regular updates and ensuring transparency.  A consulting engagement may be considered successful if the client is satisfied that the consultant has met expectations and the consultant is satisfied that his or her reputation has been enhanced, with expectations of future revenue streams (McLachlin, 1999).  However, if both parties get stuck on wants and offers in the negotiating phase, they must stop and think, and come up with new wants and offers to determine if an agreement can be reached. Feedback is important, and consultants should seek feedback from the client, promptly addressing concerns and making necessary revisions.

Sales Pipeline in Consulting

A sales pipeline in consulting is the cornerstone of tracking potential client engagements from initial contract to closure.  It’s a flow of opportunities going through various stages of a process where some of them will be removed, while others may successfully be won from the prospects (Sohnchen and Albers, 2010).  

Without this process, consultants looking to increase revenue and add new clients will find it difficult to achieve this goal successfully (Sohnchen and Albers, 2010). The sales pipeline process includes stages like lead generation, qualification, proposal, negotiation, closure, and of major importance, client relationship management.  It starts at the top where initial opportunities are reviewed.  Where appropriate these are moved to qualified leads and some of them become warm leads.  The warm leads are converted into proposals and may eventually lead to a new signed client engagement contract (Sohnchen and Albers, 2010). It is very important to have a qualified pipeline management system in place as managing it helps consultants to prioritize efforts on high potential clients and opportunities.  It also helps to forecast revenue and plan resources based on potential deals in the pipeline.

Scorecard Model

Scorecards are used to manage consulting effectively, optimize the status, and drive continuous improvement.  As a result, continuous monitoring and action is required (Phillips et al., 2015).  One of the most basic scorecards is the IPO scorecard.  This approach examines consulting from the perspective of inputs such as money, processes such as new skills, and outcomes, such as sales revenue (IPO).  At a snapshot, the basis IPO shows the relationship between input to output.  It benefits the consultant as it provides a quick comparison of key measures and examines the status of the engagement.  As a management tool, it can shape the direction of the consulting project and improve or maintain the performance of the organization (Phillips et al., 2015). 


McLachlin, R.D. (1999), “Factors for consulting engagement success”, Management Decision, Vol. 37 No. 5, pp. 394 404.

Peter Block (2011). Flawless consulting: A guide to getting your expertise used. 3rd Ed. 2011. Pfeiffer, San Francisco.

Phillips, J., Trotter, W. & Phillips, P. (2015). Maximizing the value of consulting:  A guide for internal and external consultants.  Somerset, NJ: John Wiley & Sons. ISNB: 978-1-118-92310.5

Söhnchen, Florian & Albers, Sönke. (2010). Pipeline management for the acquisition of industrial projects. Industrial Marketing Management – Ind Market Manag. 39. 1356-1364. 10.1016/j.indmarman.2010.04.001.


Client engagement

Client engagement is important when attempting to get them to agree to contractual obligations. The consultant should build a relationship with the client that allows an open and comfortable work environment According to (Block, 2023) the agenda meeting is to do something that will help to increase the personal comfort level between the consultant and client. With the client being comfortable it allows them to open up regarding the problem they are hoping to resolve. This also allows the client and consultant to be able to discuss the organization’s strengths and weaknesses or the organization to gain an understanding of how to delegate tasks and processes to obtain the overall expected results. Having a clear understanding of the client’s and consultants’ wants and needs. To ensure that the wants and needs are realistic between both parties establish a realistic timeline and constraints on how to proceed. Client engagement is essential when constructing a client/consultant contract. The constraints are extremely important when discussing expectations with the client. (Block, 2023) suggest that how to proceed is often the most difficult part of the contract negotiation. This allows the consultant the ability to meet all deadlines without any surprises or delays. Some of the constraints could be a specific timeline, budget, or personnel challenges. The consultant’s wants and needs would be things to set them up for success to complete the task and meet all expectations. According to (Block, 2023) the consultant wants would be enough time to complete the job, access to the right people and information, and support from the client.

Sales Pipeline

 Regarding the sales pipeline, consultants can add value by identifying challenges and providing successful solutions. Reviewing data trends and areas of improvement can increase sales. The consultant can suggest additional training and resources to improve the sales results.

Scorecard Model

 The KPI scorecard model is an effective score model to measure the progression of performance or improvements. A KPI scorecard model describes a statistical record that measures progress or achievements toward a set performance indicator (Calzon, 2023). The data that is collected helps the overall performance of an organization. The KPI model gives decision-makers the ability to combine specific metrics to gain an overview of a complete performance scorecard (Calzon, 2023). This scorecard model would be beneficial when it comes to consulting to be able to provide a data trend of performance to the clients to ensure that the job is complete, and all expectations have been met.


Block, P. (2023). Flawless Consulting. Hoboken: Published by John Wiley & Sons, Inc.

Calzon, B. (2023). Build Up Performance With KOI Scorecards. The Datapine Blog.

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