Consulting Sales Process (5 Closing Steps)

StartingPoint
POSTED ON
December 20, 2024

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Do you have a consulting sales process to effectively close consulting clients? When you have clear and consistent sales processes, this inevitably leads to closing more sales. While it is important to experiment and test new strategies, you must develop a repeatable sales process that is scalable. If you’re interested in learning new closing techniques, keep reading.

consulting sales process

Why do you need a consulting sales process?


If you want to succeed at selling your consulting services, you must have access to a tried and tested formula. Fortunately, there’s no shortage of experienced consultants with the knowledge you need to take your sales process to the next level. At StartingPoint, our experience delivering workflow management solutions for consultants has provided us with valuable sales insights.

What is the secret to converting more consulting clients?


Converting prospects into paying clients is a science, not an art. It’s all about making the right moves at the right time. We believe you can break this down into “5 closing steps” that are repeatable and scalable. When it comes to developing a sales process, keep things simple. Creating a convoluted sales process will only slow down your sales efforts.

Closing Consultant Sales (5 Key Steps)

1 - Ask Strategic, Revealing Questions


On effective sales calls, there’s no room for chitchat. You must take a tunnel-visioned approach to convert prospects into paying clients. This means using all the time you have with them to gather essential information while guiding the conversation forward. You need to strategically ask revealing questions that help you to qualify the prospect for your consulting services.


It’s possible to keep the conversation relaxed and friendly while asking revealing questions. When you have access to a range of key data points on your prospects, it enables you to steer conversations in the right direction. For instance, if a prospect has a particular pain point, you can focus on how your consulting services will directly address this pain point.

2 - Establish Yourself As An Authority


While you’re asking questions and collecting critical information on the prospect, you need to establish yourself as an authority in your niche. As a consultant, you should possess a wealth of valuable experience and you must communicate this to potential clients. After all, they want to know what you can bring to the table and how you can help them to address problems.


There’s nothing wrong with asking questions that demonstrate you know what you’re talking about. You can throw some technical jargon into the mix. It’s all about establishing yourself as a credible and authoritative professional with the experience to successfully solve problems. All effective consultants are results-driven problem solvers.

3 - Diagnose The Problem & Position Yourself As The Solution


To provide consulting services, you first need to identify a problem or a set of problems where you can add value. In your conversations with prospective clients, you must ask questions about the challenges they are currently facing and map these to your areas of expertise. While prospects will acknowledge they’re facing challenges, many do not believe they have problems.


This is where you come in. You need to diagnose the problem and position yourself as the solution. Ideally, you should have a proven track record of successfully solving this problem for clients or former employers. On the sales call, you need to break the problem down and offer a path forward. As an expert, you should have a solid understanding of the next steps to take.

4 - Explain Why Only You Can Solve This Problem


While you might have the solution to a prospect’s problem, why are you the solution? You need to bind yourself to the solution and explain why only you can solve their problem. You can do this by detailing your experience in the area and sharing a proven track record of results. Think about what unique insights and ideas you can potentially bring to the table.


To close a sale, you need to elevate your value proposition as a consultant. By the end of the call, the prospect must know how you intend to solve their problem and why only you can help them. Fundamentally, you should demonstrate a deep understanding of their circumstances and position yourself as someone that’s at the forefront of the industry with expert knowledge.

5 - Create A Financial Ticking Clock


Why does the prospect need to take action and begin using your consulting services? What is at stake? To encourage your prospect to take action, we would recommend creating a “financial ticking clock” to get things moving. By leaving this problem and kicking the can down the road, could this financially impact their business? You need to emphasize the possible risks.


When the risks of failing to address a problem are on the table, prospects can make informed decisions about whether or not to pursue your consulting services. The bigger the financial risk, the more motivation the prospect is likely to have to pursue your services. Once the prospect understands what is at stake, they can make a decision about moving forward.

StartingPoint Supports Long-Term Consulting Relationships


StartingPoint is a workflow management platform designed to support consultants in their efforts to deliver exceptional services for their clients. From onboarding to project management, we can provide you with an all-encompassing platform that centralizes key areas of your operations. This is a gamechanger for new consultants with ambitions to scale and grow their client bases.


The best bit? StartingPoint is free for SMBs. We want to give small consultancy firms the tools they need to succeed in a competitive environment. With our platform at your fingertips, it’s never been easier for consultants to bake workflow automation tools into their operations. You can onboard and manage an unlimited number of client accounts with our intuitive platform.


Is your consulting business ready to take StartingPoint for a test drive?


Get started for free today.