Client Discovery
Reading the Client
Value Proposition
Marketing Fundamentals
Seller-Doer Excellence
100

This is the most important skill during a first client meeting.

What is listening?

100

Clients usually buy outcomes, not these.

What are services?

100

This explains why a client should choose your firm instead of another firm.

What is a value proposition?

100

Good marketing educates before doing this.

What is selling?

100

This type of employee both delivers projects and helps generate work.

What is a seller-doer?

200

These questions typically begin with "how," "what," or "tell me about."

What are open-ended questions?

200

A school district worried about project costs is concerned about this.

What is budget risk?

200

A value proposition should focus on the client's needs rather than these.

What are your company's capabilities?

200

A project story should focus first on the client's challenge and then this.

What is the solution and outcome?

200

 Building trust with clients happens through repeated delivery of this.

What are results and reliability?

300

Before proposing a service, you should first identify these.

What are client pain points or business challenges?

300

A facilities director struggling with too many projects may need this type of support.

What is program management or project management support?

300

Cost savings, faster delivery, and reduced risk are examples of these.

What are client benefits?

300

LinkedIn posts, articles, presentations, and websites are all examples of these.

What are marketing channels?

300

Existing clients often create the easiest source of these.

What are new opportunities or repeat business?

400

This is the outcome you should seek at the end of an introductory meeting.

What is a follow-up meeting or next step?

400

This stakeholder typically makes the final decision to hire a consultant.

Who is the decision maker?

400

A strong value proposition should be simple enough that someone can do this after hearing it once.

What is repeat it back?

400

The most persuasive content often includes measurable results known as these.

What are proof points or metrics?

400

The best business developers are known for being genuinely this.

What is curious?

M
e
n
u