Skip to content

Why using consulting tools pre-sales is a winner.

Clive
1 min read

It surprises me how few consultants apply everyday consulting tools in pre-sales situations.

For example, a consultant could use Force Field Analysis to help clients decide.

Here’s how:

  1. Figure out what change the client wants to make, such as implementing a new system.
  2. Find the drivers pushing the client towards this change, for example an aggressive competitor.
  3. Identify any barriers to the change, such as internal resistance to change.
  4. Make a plan to get past obstacles and use drivers to make the change, for example making changes bit by bit.

Force Field Analysis is just one tool of many that consultants have access to.

Using these tools you can show the client that you understand their business and challenges. They’re especially useful when you want to establish your expertise with new prospects.

Mini-mission

  • Choose a consulting tool you like to use.
  • Write down how you might use it in a pre-sales situation.
  • Share this with a colleague and practice.
The Weekly Brief

Related Posts

Members Public

What's really going on

“ … all of us hold on tightly to many things we don’t really have.” This line from Patrick Rhone’s book - This Could Help - got me thinking about our attitudes toward pipelines, relationships, and services.

Members Public

The deluxe service

If you’ve stayed at a posh hotel you may already know about the deluxe services that are available … if you have enough money. And, I’m not talking about a bigger room and well-stocked the mini-bar. That’s nice but with the deluxe service comes a suite with a

Members Public

3 things I listened to last week

I'm well on the way to recovering from last months surgery. If you're reading this on Sunday, then I'm on my way back to my new home in Ireland. It will be great to be back into the wild mountains and fresh air. With