Guidelines for Effective Client Interaction PPT


This PPT slide, part of the 32-slide Building Client Skills PowerPoint presentation, outlines critical "Don'ts" for client interactions, emphasizing behaviors that can undermine relationships and trust. It serves as a guide for professionals aiming to navigate client engagements effectively.

Firstly, discussing personal life topics is discouraged as it can create unnecessary distance. This suggests a need for maintaining professionalism and focusing on business-related matters. Criticism of the client organization or its individuals is also highlighted as a significant misstep. Such actions can damage rapport and foster defensiveness, which is counterproductive in a consulting environment.

The slide advises against being afraid to admit ignorance. Acknowledging when one does not have an answer can actually enhance credibility, demonstrating honesty and a willingness to seek the right information. Lying is unequivocally listed as unacceptable, reinforcing the importance of integrity in all interactions.

Mentioning specific clients, particularly in a way that could confirm their identity, is cautioned against. This indicates a need for discretion and respect for confidentiality, which is paramount in maintaining client trust. Lastly, citing the CEO as a client is discouraged, likely due to the implications it carries regarding confidentiality and the potential for misinterpretation.

Overall, the content emphasizes the importance of maintaining professionalism, integrity, and confidentiality in client relationships. These principles are essential for building trust and ensuring successful engagements. Adhering to these guidelines can help avoid pitfalls that may jeopardize the consultant-client dynamic.




EXPLORE MORE SLIDES FROM THIS PRESENTATION


EXPLORE MORE PRESENTATIONS ON

Consulting Training Client Management

Are you familiar with Flevy? We are you shortcut to immediate value.
Flevy provides business best practices—the same as those produced by top-tier consulting firms and used by Fortune 100 companies. Our best practice business frameworks, financial models, and templates are of the same caliber as those produced by top-tier management consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture. Most were developed by seasoned executives and consultants with 20+ years of experience.

Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab



Flevy is the world's largest knowledge base of best practices.


Leverage the Experience of Experts.

Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.

Download Immediately and Use.

Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.

Save Time, Effort, and Money.

Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.




Read Customer Testimonials



Receive our FREE whitepaper on the Top 101 Consulting Frameworks

Download our 200+ page guide summarizing the Top 101 Management Consulting Frameworks. Each framework provides a structured approach to analyzing and solving a common business problem.