We can usually tell within the first 5 minutes whether a prospective client has had good or bad experiences with consultants. The conversation is very guarded and the prospect makes clear a litany of things they won’t pay for — before it’s even determined we’re the right people to help them.
If you think using a consultant is in your future, here are a few tips for getting off on the right foot and ending up where you want to be:
1. Figure out your problem or need first. That seems straightforward, but many people who seek help don’t have a clear objective in mind. A blanket statement like "lowering healthcare costs" or "improving health behaviors" isn’t specific enough. By leaving it open-ended, you’re inviting consultants to play to their strengths, which, if you’re lucky, match your needs — but it’s a gamble.
21st century consumers increasingly expect a seamless user experience and operational efficiencies in products, services, and employer-sponsored benefits.
One way successful well-being pros make the cut — and expand reach — is through partnerships with other support functions (safety, medical, communications, training) and community service groups (local health clubs, hospital wellness programs, nonprofits). Combining forces helps eliminate redundancies and improves customer service.
To explore the possibilities inside your organization and beyond, answer these questions:
Heading into the home stretch of the 2016 Presidential campaign is an ideal time to pull out old glory as a promotional theme. And if you’d rather avoid politics, see if there’s another time of year you can leverage. Some ideas: