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How to manage the free initial consultation

Part of the ICAEW Business Advice Service offering to new clients is a free initial consultation with no obligation attached. The initial consultation is the gateway to winning new work and developing sustainable client relationships. Here are some key pointers and considerations to help you manage these through.

Show your willingness to engage with new clients by responding to contact from a potential new client as soon as it comes in. This reassures the client that you are professional, responsive and care about their business.

A face to face or virtual meeting is infinitely better for building rapport with a potential new client and gaining a fuller understanding of the service level they require from your firm. It also demonstrates a willingness on the part of the business owner to invest time in looking after their business.