Top 10 Consulting Mistakes

The Clearly Podcast

20-11-2023 • 44 mins

  1. Avoid Controversial Topics:
    • Steer clear of discussing politics, religion, finance, and sports to prevent conflicts with customers.
  2. Set Boundaries:
    • Maintain professional relationships with clients. Avoid romantic entanglements and excessive socializing, such as getting drunk with them.
  3. Avoid Criticizing Customer Staff:
    • Stay out of office gossip and politics. Remember, you're an external consultant, not part of the client's internal team.
  4. Avoid Swearing:
    • Be polite and stay calm. While some environments might tolerate mild swearing, it's best to avoid it, especially racial or gender slurs.
  5. Observe Dress Codes and Office Norms:
    • Dress appropriately, especially on your first visit. Adjust to the client's office culture once you're familiar with it.
  6. Secure Customer Data:
    • Follow security policies, use strong passwords, and ensure data encryption. Protect both digital and printed data.
  7. Be Accurate:
    • If unsure about something, say you'll find out and get back to them. It's better to verify information than to provide incorrect answers.
  8. Don't Promise What You Can't Deliver:
    • Be honest about capabilities and deadlines. Avoid overpromising to secure a sale or project.
  9. Don't Be Arrogant:
    • Confidence is good, but arrogance can be off-putting. Be aware of your client's expertise and respect their knowledge.
  10. Respond When You Promise To:
    • Keep your commitments and follow through on responses. If you need more time, communicate that clearly.

Next week’s topic will be updates on Fabric.


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