Demystifying the Initial Consultation

Because this is such a rich topic, I want to outline the steps below that we use at FWL. We can then take each one at a time. I may jump around a little bit, so stay with me!
Let’s outline the 7 steps and then go from there!
- How your clients find you
- First contact and your response
- Setting the initial meeting
- THE meeting (yikes!)
- The follow up (your first “touch”)
- Sending the proposal
- Thank you and welcome to *insert your business name here*
Other topics in Volume 4
Case Study: #CornishArk
Q & A with Ryan: Can you share your reading list? Do you have any recommendations?
Tips and Tricks of the Trade: “Getting that Signature” tips and suggestions for ways to close the job and solve your client’s problems. (Hint: THIS IS NOT SALES).
(New Feature) Mistakes I’ve made: Managing HR without a consultant,

Whether you have been in business for years, or just starting out, having the tools to perform your initial consultation is an extremely important part of setting the tone for the rest of the project. If you have been in business for any length of time, these will be good reminders and may push you to step outside your comfort zone. Make no mistake, it is like anything we discuss in ATO; it's a process and something you will always be working on. Pay attention to these steps, adapt them to your personality and your location, and you will be ahead of the game!