Here's how you can shift from a full-time customer service manager to a self-employed consultant.

1 Assess Skills

Before you dive into the world of consulting, take a moment to evaluate your current skill set. As a customer service manager, you've likely honed abilities in problem-solving, communication, and leadership. However, as a consultant, you'll need to augment these with skills in business development, marketing, and negotiation. Understand that your value now lies not only in managing teams but in advising others on how to improve their customer service operations. This self-assessment is crucial to identifying any areas you may need to develop further to succeed independently.

2 Build Brand

Your personal brand is your consultancy's storefront. It's what sets you apart and showcases your unique value proposition. Start by defining the services you offer and the problems you solve for clients. Then, create a professional website and update your LinkedIn profile to reflect your new status as a consultant. Networking is key, so engage with industry groups and forums, share your insights, and contribute to discussions. Remember, your reputation is built on every interaction, so ensure each one reflects the quality and professionalism of the services you provide.

3 Plan Finances

Financial planning is a critical step in transitioning to self-employment. Without the security of a steady paycheck, you must be savvy about budgeting and saving. Calculate your expenses and determine how much you need to earn to maintain your lifestyle. Consider setting aside a safety net of savings to cover at least six months of living costs. Additionally, familiarize yourself with the financial aspects of running a business, such as invoicing, taxes, and setting your rates. It's not just about earning money; it's about managing it effectively.

5 Leverage Network

Your professional network is a goldmine for potential business opportunities. Reach out to former colleagues, supervisors, and industry contacts to let them know about your new venture. Personal recommendations can significantly boost your credibility and help you secure your first few consulting gigs. Consider offering your services at a discounted rate or even pro bono to a trusted contact in exchange for a testimonial or referral. Word-of-mouth is powerful in the consulting world, so ensure your network is aware of and can vouch for your expertise.

6 Continual Learning

The customer service industry is dynamic, with new technologies and methodologies emerging regularly. To stay relevant and provide the best advice to clients, commit to lifelong learning. Attend workshops, webinars, and conferences to keep up with industry trends. Consider certifications that could enhance your credibility as a consultant. By continuously updating your knowledge and skills, you ensure that you remain an invaluable resource for your clients and stay ahead in the competitive consulting market.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?