This is part 2 in a six-part podcast miniseries on how to improve the client experience. Episode 128 introduces the series.

In this episode I discuss 29 suggestions for how to improve the client experience during the proposal phase.

In Episodes 130-133, I'll be covering the next four phases in a project lifecycle:

1. The proposal phase
2. Onboarding / kickoff phase
3. Project execution
4. Wrap-up
5. Post-project

I learned this five-part framework from David A. Fields, and encourage everyone to visit his website:

https://www.davidafields.com/

If you subscribe to the weekly Unleashed email, you'll receive a summary checklist that includes the points from the whole miniseries. Sign up at:

https://www.umbrex.com/unleashed-podcast/

This episode introduces a six-part miniseries on steps consultants can take to improve the client's experience across the five phases of a consulting project:

1. The proposal phase
2. Onboarding / kickoff phase
3. Project execution
4. Wrap-up
5. Post-project

I learned this five-part framework from David A. Fields, and encourage everyone to visit his website:

https://www.davidafields.com/

If you subscribe to the weekly Unleashed email, you'll receive a summary checklist of all the suggestions from this client experience miniseries. To sign up, visit:

https://www.umbrex.com/unleashed-podcast/

Our guest today is Ciaran Bossom, a digital marketing expert and independent consultant.

Ciaran was the SVP of Strategy at VaynerMedia and most recently the Chief Digital Offier at Brown University. He has worked at several other digital agencies and held roles on the client side as well.

Connect with Ciaran at: https://www.linkedin.com/in/ciaranbossom/

To receive the weekly Unleashed email that includes transcripts of each episode, book recommendations, and consulting tips, visit:

https://www.umbrex.com/unleashed-podcast/

Not every job has a fixed location, but job-posting websites seem to think they do.

There should be an option to list "Remote" as the location.

Best-practice email introductions.

Right before Christmas, I went with my family to an open rehearsal of the New York Pops at Carnegie Hall. It was a lot more fun than going to the formal, black tie performance later that evening.

It made me think - how can I make my interactions with clients more like that rehearsal - loose, creative, fun, authentic, human - instead of like the formal performance.

If you haven't already, consider signing up for the weekly Unleashed email - you'll receive a transcript of each episode, book recommendations, and consulting tips:

https://www.umbrex.com/unleashed-podcast/

I discuss four quadrants on a classic 2x2 matrix

Vertical axis: willingness to take the initiative

Chutzah = high willness

Compliance = low willingness

Horizontal axis: openness to new information

Humility = high openness

Arrogance = low openness

Adopting a five decade time horizon allows you to make rewarding investments in skills, relationships, knowledge, and your health that a shorter time frame would suggest won't pay off.

You probably wouldn't hire a graphic designer or a wedding photographer without looking at their portfolio.

Independent consultants ought to have a portfolio as well - samples of sanitized work you can share with potential clients.

I've found that many independent consultants do NOT have a portfolio, however, and here are some thoughts on how to create one.

To receive the weekly Unleashed email, which includes the transcript of every episode, consulting tips, and book recommendations, sign up here:

https://www.umbrex.com/unleashed-podcast/

Our guest today is Michael Zipursky, who runs a firm called Consulting Success. Michael has written multiple books on consulting and he serves as a coach to consultants, helping them grow their practice.

You can learn more about Michael and get in touch via his website, consultingsuccess.com

To receive the weekly Unleashed email, which includes the transcript of every episode, consulting tips, and book recommendations, sign up here:

https://www.umbrex.com/unleashed-podcast/