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Mastering Client Consultations: Techniques for Sales Success

Written by Jeff Borovitz | Sep 24, 2025 10:06:52 PM

Unlock the Secrets to Effective Client Consultations with Proven Techniques to Enhance Your Sales Success

Understanding and Addressing Client Concerns

In the world of sales, understanding and addressing client concerns is paramount. Clients often have specific worries or questions that, if not properly addressed, can become obstacles in the sales process. A common mistake is jumping straight into justifying, defending, or explaining (JDE) without fully grasping the client’s real concerns. Instead, take a moment to reverse the question back to the client to gain a deeper understanding. For example, if a client questions a design fee, ask them, "Are you more concerned about the 4% fee or the total design cost?" This not only clarifies their concern but also positions you as a listener and problem-solver.

Maintaining Control During Client Meetings

Maintaining control during client meetings is essential to ensure the discussion remains productive. One effective technique is to structure the meeting using the "PALO" framework: Purpose, Agenda, Logistics, and Outcome. However, when dealing with clients who have a high I (influential) personality, it may be beneficial to adjust this order. Start with stating the purpose and logistics, then follow with the outcome, and finally, discuss the agenda. This adjustment helps in managing clients who may otherwise dominate the conversation with their agenda, allowing you to gently steer the meeting back on track. Remember to be politely assertive to maintain equal business stature.

Using Strategic Questions to Identify Client Needs

Asking strategic questions is a powerful way to uncover clients' true needs and priorities. Instead of generic questions, focus on impact questions that reveal deeper insights. Begin with a simple yet profound question like, "What were you hoping we could help you with?" This invites clients to share their primary concerns and desires. Follow up by prioritizing their needs: "Out of these concerns, which one is the most important?" This approach not only helps in understanding their priorities but also shows that you value their input, which can significantly enhance the client relationship.

Creating Positive Client Experiences Through Polite Assertiveness

Creating a positive client experience goes beyond meeting their needs; it’s about making them feel valued and understood. Clients remember 100% of how you made them feel, even if they forget 60% of what you said. Therefore, it is crucial to balance assertiveness with politeness. For instance, if a client tries to rush through a meeting or overwhelm you with their list of demands, gently steer the conversation back by highlighting the importance of structure: "I’m thrilled that you have a detailed list. Can we quickly align on a few logistics before we dive into your list?" This not only keeps the meeting on track but also reassures the client that their concerns are important.

By mastering these techniques, you can transform client consultations into productive, client-centered interactions that drive sales success. Remember, the goal is to understand and address client concerns, maintain control of the meeting, ask strategic questions, and create positive experiences—all while maintaining a professional, confident, and trustworthy demeanor.