How do you establish that baseline relationship with a company so that they're actually comfortable with you and willing to listen.

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The most consistently helpful thing that I do when interacting with a new client team is to make it abundantly clear that we are NOT external auditors: we are not reporting results of our work to outside parties, we are NOT here to call out errors like teachers grading a final exam. We are here as an extension of their own business, almost like another department/team - we are the first line of defense to help catch issues and make improvements BEFORE the auditors get here and start poking around.

I've noticed that once clients get over that mental block that we are advisors and not auditors, they open up a lot with areas of improvement or risks that they've noticed themselves, questions on proper processes and rules, and are generally more comfortable sharing status and working with us. Best of luck!

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It just takes time...tbh I'm trying to figure out the same thing. I feel like everyone expects you to get everything within the first couple interactions and it's just not like that. You have to take time to put them at ease and be transparent aroundwhat the process is like. EG1 above has a really solid answer on this

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A critical factor in building a solid relationship with a company is establishing clear and open communication lines from the beginning. It's essential to understand their needs and goals and to be able to communicate how you can help them achieve those goals effectively. This means taking the time to listen and understand their perspective and being willing to adjust your approach as needed.

It's crucial to take the time to understand the company's culture and to show that you're genuinely interested in its success. This means being willing to learn about their industry and how they operate and being able to speak to how your services can benefit them specifically. This is a great way to demonstrate your value and help them see you as a valuable partner.

An important aspect of building a strong relationship with a company is being willing to listen and be flexible. This means being open to feedback and ready to work together to find solutions for both of you. By being willing to compromise and work collaboratively, you'll be able to build a stronger and more productive relationship.

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