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How To Run A Consulting Meeting

‘ To run a consulting meeting effectively, clarity on the objectives, a prepared agenda, active listening, constructive discussions, and clear assignment of action plans are essential.’

A consulting meeting is a gathering between a consultant and a client where they discuss and analyze specific business challenges or opportunities. The purpose of the meeting is for the consultant to understand the client’s needs and objectives, provide expertise and strategic advice, and develop potential solutions or action plans. It typically involves a collaborative approach, with the consultant offering guidance, recommendations, and insights based on their industry knowledge and experience. The consulting meeting aims to help the client make informed business decisions and address their issues effectively.

What is the purpose of a Consulting Meeting?

Running a consulting meeting as a leader serves the purpose of gathering valuable insights, opinions, and ideas from team members. It fosters collaboration, encourages participation, and helps in making informed decisions. By seeking input through a consulting approach, leaders empower their team, enhance problem-solving abilities, and drive innovation within the organization.

How To Run A Consulting Meeting: Step-By-Step


Step 1: Initial Contact

Once initial contact is made, it is crucial to align on the main objectives and address key business needs or issues. This can be achieved through phone, email, or in-person conversations, setting the foundation for effective consulting.

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Step 2: Scheduling

Once the initial contact is established, arrange a meeting in accordance with the client’s availability and preferences to ensure convenience for both parties.

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Step 3: Pre-meeting Analysis

Conduct comprehensive research on the client’s industry, competitors, and their existing market position. This will provide valuable insights to meet the client’s requirements and effectively plan for the upcoming meeting.


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Step 4: Preparation

Creating a well-structured agenda for the meeting with relevant discussion points is crucial to address the specific areas where consultation is needed. This ensures that the meeting stays on track, provides a clear direction, and covers all significant topics of importance to the client.

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Step 5: Meeting Setup

In order to ensure a successful meeting, it is important to set up the environment appropriately. For in-person meetings, a quiet, private space should be secured. For virtual meetings, double-check technical aspects such as internet connection, audio, and visual setup.

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Step 6: Meeting Execution

To ensure a successful meeting, start with a friendly introduction, clearly state the meeting’s purpose, and then smoothly progress through the planned agenda, encouraging active participation from all attendees.

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Step 7: Presentation

After analyzing the data, it is evident that implementing a customer loyalty program will significantly increase customer retention and overall revenue. By offering personalized rewards and incentives, we can foster stronger relationships with our customers and drive repeat business. With a projected increase in revenue of 20% within the first year, this strategic initiative is a clear opportunity for growth.

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Step 8: Discussion

After your presentation, it is important to create room for questions, comments, and additional discussion. This will enable you to receive valuable feedback from the client, ensuring alignment and addressing any misunderstandings.

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Step 9: Clarifying Objectives

Towards the end of the meeting, it is crucial to recap the objectives agreed upon for the consulting project or future meetings. This ensures clarity, resolves any ambiguity, and provides a clear direction for the next steps.

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Step 10: Wrap-up and Follow-up

Conclude the meeting by summarizing key points, agreed actions, and next steps. Then, share a follow-up email with the discussed topics, agreed actions, and timelines.

Questions to ask as the leader of the meeting

1. What are the primary challenges your team is currently facing?
Explanation: This question helps the leader understand the specific areas of concern and provides insights into potential areas for improvement or change.

2. Are your team’s goals aligned with the overall strategic objectives of the organization?
Explanation: This question helps the leader gauge whether there is a clear alignment between team goals and broader organizational goals, ensuring a cohesive focus.

3. What resources and support does your team need to succeed?
Explanation: By asking this question, the leader can identify any gaps in resources or support that may be hindering the team’s performance and address them effectively.

4. How do you measure success within your team?
Explanation: This question helps the leader understand the metrics and criteria used to evaluate team success, enabling them to align expectations and provide relevant guidance.

5. What are the key strengths and weaknesses of your team?
Explanation: This question helps the leader to identify the team’s strengths that can be enhanced or leveraged, as well as any weaknesses that need to be addressed for improved performance.

6. How do you foster collaboration and communication within your team?
Explanation: By asking this question, the leader can uncover the existing strategies and practices for promoting teamwork, identify any areas for improvement, and suggest appropriate solutions.

7. Are there any specific changes or improvements you would like to see within your team or the organization as a whole?
Explanation: This question allows the leader to understand the consultant’s viewpoints, aspirations, and potential recommendations, providing valuable insights for strategic decision-making.

8. How can I best support you and your team in achieving your objectives?
Explanation: This question demonstrates the leader’s commitment to provide the necessary support and resources, fostering a collaborative and empowering work environment.

9. What opportunities do you see for growth or innovation within your team or the organization?
Explanation: This question encourages the consultant to share their insights, fostering a culture of innovation and identifying potential areas for organizational development.

10. How do you handle conflict resolution within your team?
Explanation: By asking this question, the leader can gain an understanding of how conflict is managed and identify any areas for improvement in order to maintain a productive and harmonious work environment.

To prepare a consulting-meeting agenda as a leader, start by identifying the purpose and desired outcomes. Prioritize the topics to discuss based on importance and relevance. Allocate appropriate time for each agenda item and communicate it to the team. Include any necessary pre-reading materials and encourage participants to come prepared.

How To Prepare For A Consulting Meeting
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During a consulting meeting, it is crucial to discuss key topics such as the client’s goals and objectives, current challenges, market analysis, competitive landscape, potential strategies, and recommended action plans. Additionally, financial performance, resource allocation, and implementation timelines should be thoroughly addressed for an effective and well-rounded consultation.

See Our Consulting Meeting Template
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Software tools to facilitate a Consulting Meeting

Software is an invaluable tool for leaders running consulting meetings as it streamlines the process, ensuring efficient collaboration and decision-making. From video conferencing platforms to project management software, these tools facilitate seamless communication, document sharing, and real-time updates. These features not only save time but also enhance productivity, enabling leaders to effectively guide and manage consulting sessions, resulting in improved outcomes.

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Running a successful consulting meeting is crucial for achieving desired outcomes and maintaining client satisfaction. By following the steps outlined in this blog post, consultants can ensure a well-structured and efficient engagement. From adequately preparing for the meeting to clearly defining objectives, setting the right tone, and actively engaging clients, these practices can boost credibility and build strong client relationships. Additionally, utilizing effective communication techniques, encouraging open dialogue, and addressing any concerns or challenges that arise will help consultants maximize the value of every meeting. Remember, a well-executed consulting meeting not only showcases expertise but also paves the way for delivering superior results and fostering long-term partnerships.

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the purpose of a consulting meeting?

A consulting meeting is conducted to provide professional advice and solutions to specific problems. It may involve sharing expertise, presenting analyses, making recommendations, and guiding the client towards achieving their goals.

Who should attend a consulting meeting?

The specific attendees of a consulting meeting vary depending on the issue at hand. They generally include key decision-makers, stakeholders, and the consultant or consulting team. Sometimes, other members such as team leaders or employees involved in the matter may also attend.

How should one prepare for a consulting meeting?

Preparation for a consulting meeting should include fully understanding the issue at hand, reviewing any relevant background information, and forming preliminary ideas for solutions. Attendees should also prepare any necessary documents or presentations, and familiarize themselves with the schedule and structure of the meeting.

What is discussed during a consulting meeting?

Topics discussed during a consulting meeting vary with each consultant and client, but they usually include the client’s goals and concerns, consultants’ analysis, proposed solutions, and strategy implementation. Detailed discussions about the project, resources, timelines, and potential challenges can also take place.

What should be the outcome of a consulting meeting?

The outcome of a consulting meeting usually includes a clear understanding of the issue, possible solutions, a defined action plan, and a timetable for execution. The meeting should align everyone on expectations and next steps. It is also common to have follow-up meetings to review progress and implement course corrections if necessary.

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