Simple Steps to Win More Consulting Projects

Simple Steps to Win More Consulting Projects

Step 1: Make your offer obvious

If people can’t repeat what you do, they won’t refer you.

Step 2: Use a structured discovery call

Ask:

• What’s the problem?

• What’s it costing you?

• What happens if nothing changes?

• What does success look like?

Step 3: Send short, clear proposals

Include:

• Outcomes

• Scope

• Timeline

• Price

• Next step

Step 4: Follow up like a professional

Most deals are won in follow-up.

Follow-up cadence: 2 days, 5 days, 10 days, 14 days.

Step 5: Ask for referrals after wins

Right after delivering value is the best time.