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For me communication is key, I started SF consulting 1.5 yrs ago, working on multiple sales/service/CPQ projects at the same time. It’s important to communicate clearly to your clients what pros and cons of the different configurations or solutions you propose, trying to leverage out of the box as much as you can. When unsure of potential or possible solutions, to communicate with the client that you understand their requirements and that you will get back to them and/or get another resource involved who has more subject expertise. Communicating with team internally when you need help on something, have nothing to do, or have too much to do.
One tip on discovery process is to avoid asking questions that have yes/no answers. Try to ask more open ended questions to get them to walk through their process and prompt others from the client side to provide their input to help spur more conversation. Additionally, creating some process or scope diagrams beforehand or on the fly can help you and your client get on the same page about what is being built to help manage expectations.
1. Entirely depends on the company. Usually with smaller consultancies you have to give more detail whereas larger ones working on enterprise projects you can key in your hours for each day of the week without any comments.
2. Biggest one I had when I started was not setting boundaries between work and personal life. Especially in smaller firms they can load you up with projects as the sole person on projects and burn you out.
3. I’m in enterprise consulting for this reason where I can focus on a single project. Even then, you can be doing discovery for a next phase/new project while wrapping up another. Time boxing and blocking your calendar helps but isn’t perfect since you need to be responsive since you’re in a service business. Balancing that as best you can while offering yourself some grace.
4. Send agenda ahead of time to give client time to circulate internally. Have good questions and get the client talking and then sit back and listen. Record meetings / have a note taker. Don’t solution or answer how hard/east something is, you’re there to learn not diagnose or prescribe solutions during those meetings.
Network! Hopefully you’re at a big consultancy with lots of support. Slalom has templates for everything. What consultancy did you go to? -Mr htown
- You track billable hours, pro tip, time block your calendar so its easier to keep track of what task for what project at what time.
- Watch out for burn out and be sure to ask for help / more information if you don't understand something.
- i use a monday.com board to keep track of my daily tasks / weekly tasks since I'm on several projects. Helps keep clear of what is most important on the pipeline.