7 Pro tips: How to understand your clients as an IT consultant

Onsiter
4 min readSep 19, 2023

New tech is popping up every day, and businesses are on the hunt for the next big thing. But here’s the kicker — with so many consultants out there, how do you stand out?

The answer’s simpler than you might think: get to know your clients. Like, really know them. Dive deep into what makes them tick, what keeps them up at night, and what they dream about for their business. When you do that, you’re not just another consultant — you’re a trusted partner.

We’ve whipped up seven straightforward, hands-on tips (with some cool examples thrown in) to help you crack the code and become the go-to IT consultant everyone’s talking about.

1. Engage in regular surveys and feedback sessions

Don’t just wait for client feedback; actively seek it out. Let’s say you’ve just rolled out a shiny new cybersecurity service, and you’re eager to know how it’s doing. Well, don’t just cross your fingers and hope for the best. Take the reins and actively seek out feedback from your clients.

  • Create feedback surveys: Design surveys that are simple and straightforward. Ask questions about their experience with your new service. Were there any hiccups? What did they like? What could be better? The goal is to get candid insights.
  • Follow up: Once your clients have had some hands-on experience, follow up with them. Send out those surveys and make sure they know their feedback is not only welcome but highly valued.
  • Analyze and improve: Dive deep into the feedback you receive. If you notice recurring themes or concerns, that’s your cue to make improvements. Maybe there’s a feature they desperately need, or perhaps a particular aspect needs fine-tuning. Take action to directly address their concerns and preferences.

2. Participate in industry forums and groups

Become a regular on industry-specific online platforms, such as Spiceworks for IT professionals.

These platforms are buzzing with discussions on the hottest topics. Think of it as a virtual water cooler where professionals gather to chat about network security challenges, cloud computing, or whatever’s burning on the IT frontlines.

Why should you care? Because it’s your direct window into what’s keeping your potential clients awake at night. By eavesdropping (in a good way) on these conversations, you’ll uncover the most common concerns and issues. Armed with this knowledge, you can tailor your services to address these pressing needs.

3. Use analytical tools

Employ tools like Google Analytics and SEMrush to identify trending topics in the IT consultancy space. For instance, if you notice a surge in searches for “efficient remote work setups,” you can respond to this demand by crafting a service package that directly tackles this need.

It might be offering tools for seamless remote collaboration or providing expert guidance on setting up remote-friendly IT systems. No guesswork is involved; you’re addressing real needs in real time — that’s the consultancy edge you want.

4. Stay updated with industry reports

Make industry reports from Gartner or Forrester your best friends. Keeping an eye on emerging trends highlighted in these reports.

For instance, suppose you discover from a report that there’s a surging demand for AI integration in businesses. In that case, you have a valuable opportunity to fine-tune your services and position your consultancy as a leader in providing AI solutions.

5. Profile your ideal client

For example, if you’re targeting fintech startups, remember that they deal with sensitive financial information and need strong cybersecurity. So, make sure your services focus on providing top-notch cybersecurity solutions that match their unique needs.

With this kind of profile, you’re not offering one-size-fits-all solutions. Instead, you’re customizing your services to precisely fit your client’s needs.

This level of attention and specialization shows your clients that you truly understand their business and are the right consultant for them. It’s a professional approach that can set you apart in the industry.

6. Engage in networking events

Networking isn’t just about exchanging business cards; it’s about really listening to potential clients and peers.

At industry events, a casual conversation can sometimes reveal business opportunities, like a company looking for efficient data migration solutions.

7. Listen to your clients

Client communication is at the heart of successful IT consultancy. Forge open and honest relationships with your clients. If they bring up issues, pay close attention. For example, if a client mentions struggling with remote team collaboration, act on it.

Instead of just acknowledging their challenge, provide tangible solutions. Recommend improved tools or best practices to enhance their remote teamwork. This proactive approach demonstrates your commitment to their success and solidifies your role as a trusted partner.

Conclusion

These seven practical tips can be a game-changer for IT consultants. Truly understanding your clients and providing tailored solutions allows you to stand out in the competitive landscape, build lasting partnerships, and thrive in the dynamic world of IT consultancy.

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