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You’ve just become a technical consultant. How can you ensure your clients are satisfied with your services?

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Becoming a technical consultant is a rewarding career choice for system administrators who want to leverage their expertise and help clients solve their IT challenges. However, it also comes with some responsibilities and expectations that you need to meet to ensure your clients are satisfied with your services. In this article, we will share some tips on how to excel as a technical consultant and build trust and rapport with your clients.

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Shafin Ahamed

??21x Top LinkedIn Voice in Information Security, IT Management, System Administration, Information Systems…
Azhar Irfan Gull

M365 Engineer| Certified in Cybersecurity| Cyber Security Enthusiast| M365| Google Workspace| Servers| Backup|…

1 Know your client's needs

Before you start any project, you need to understand your client's goals, requirements, and expectations. This will help you tailor your approach, scope, and deliverables to their specific needs and avoid any misunderstandings or conflicts later on. You can use various methods to gather information from your client, such as interviews, surveys, questionnaires, or workshops. Make sure you document and confirm your findings and agree on the project plan, timeline, and budget with your client.

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Shafin Ahamed

??21x Top LinkedIn Voice in Information Security, IT Management, System Administration, Information Systems, Information Technology, Technical Support, AI, Cyber Security and others || Research Enthusiast
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Recognize their requirements To provide focused solutions, actively listen and make clarifications. Effective communication Inform clients, communicate clearly, and be open and honest. Produce work of the highest caliber Keep your word, aim for perfection, and deal with problems as soon as they arise. Offer services with increased value Go above and above with insightful guidance. Get input and make improvements. Accept criticism and keep looking for methods to make your services better. Recall that long-term success is a result of satisfied customers. Put their needs first and provide outstanding service.

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Mohsin Ali

MCT | MCSA | IT Support & Services Management | SEO Manager
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To ensure client satisfaction as a new technical consultant: 1. Focus on understanding: Actively listen and clarify client needs to deliver targeted solutions. 2. Communicate effectively: Keep clients informed, set expectations clearly, and maintain transparency. 3. Deliver high-quality work: Meet deadlines, strive for excellence, and address any issues promptly. 4. Be proactive and adaptable: Anticipate challenges, adjust to changes, and offer alternative solutions. 5. Seek feedback and iterate: Actively solicit client feedback and readily adjust your approach as needed.

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AURELE TIOGOUONG

Multiplatform Systems engineer /database administrator and IT support specialists.
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Ensuring patches are applied to smart home devices involves selecting devices with automatic update capabilities, regularly checking for updates manually if necessary, utilizing centralized management systems to monitor device status and receive notifications, educating users about the importance of prompt updates, and implementing network security measures to prevent unauthorized access and malicious activity targeting vulnerable devices.

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Sébastien L.

Sr. Hybrid Infrastructure & Production Engineer ???????Lead SRE (Sys/Net/Sec/Ops) ? Manager ? Cybersecurity & IaC enthusiast ? Head of IT
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Pour garantir la satisfaction de vos clients, commencez par une compréhension approfondie de leurs objectifs, défis et l'environnement concurrentiel. Utilisez des réunions de découverte et des outils d'analyse pour recueillir ces informations de manière structurée. L'anticipation des besoins non exprimés est également cruciale, cela montre votre engagement et votre expertise.

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Luiz FELIPPE Ribeiro Gon?alves

Gerente Distrital/Vendas | Consultorias | KAM | Gerente Marketing | Acesso ao Mercado| MBA Marketing-FGV
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Seja vc mesmo . Sua essência lhe trouxe até aqui . Sendo vc mesmo , vai te levar mais longe. Seja empático . Seja prestativo . Seja honesto ! Principalmente com vc mesmo . Seja ético : deu ok . N?o deu , n?o fa?a nada for?ado . N?o exija exclusividade : N?o somos dono do mercado . Seja firme em seus valores : n?o queime a conquista com a ansiedade .

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2 Communicate effectively

Communication is key to any successful consulting relationship. You need to keep your client informed of your progress, challenges, and achievements throughout the project. You also need to listen to their feedback, questions, and concerns and address them promptly and professionally. You can use various tools and channels to communicate with your client, such as email, phone, video conferencing, or project management software. Make sure you choose the most appropriate and convenient mode of communication for both parties and establish a regular communication schedule.

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Sébastien L.

Sr. Hybrid Infrastructure & Production Engineer ???????Lead SRE (Sys/Net/Sec/Ops) ? Manager ? Cybersecurity & IaC enthusiast ? Head of IT
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Une communication claire et régulière est la clé. Préférez la transparence, même en cas de nouvelles moins bonnes. Utilisez des outils modernes pour rester en contact et assurez-vous que les messages soient bien compris. Le respect des délais convenus pour les réponses ou les livrables renforce la confiance.

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3 Deliver quality work

As a technical consultant, you are expected to deliver high-quality work that meets or exceeds your client's expectations. You need to demonstrate your technical skills, knowledge, and experience and apply them to the client's problem or opportunity. You also need to follow the best practices and standards of system administration and adhere to the project specifications and guidelines. You can use various methods to ensure quality, such as testing, debugging, documentation, or peer review. Make sure you deliver your work on time and within budget and scope.

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Sébastien L.

Sr. Hybrid Infrastructure & Production Engineer ???????Lead SRE (Sys/Net/Sec/Ops) ? Manager ? Cybersecurity & IaC enthusiast ? Head of IT
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La qualité du travail livré doit être irréprochable. Cela inclut non seulement la conformité aux spécifications techniques mais aussi une attention particulière à l'expérience utilisateur finale. Mettez en place un contr?le qualité rigoureux et considérez les tests comme une phase intégrale du projet.

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4 Provide value-added services

To stand out as a technical consultant, you need to provide value-added services that go beyond your core deliverables. These are services that enhance your client's satisfaction, loyalty, and retention and create opportunities for future collaboration. For example, you can provide training, support, maintenance, or optimization services for your client's system or network. You can also provide recommendations, insights, or suggestions for improvement or innovation. Make sure you communicate the benefits and costs of these services and get your client's approval before implementing them.

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Sébastien L.

Sr. Hybrid Infrastructure & Production Engineer ???????Lead SRE (Sys/Net/Sec/Ops) ? Manager ? Cybersecurity & IaC enthusiast ? Head of IT
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Aller au-delà des attentes en proposant des innovations ou des optimisations qui pourraient bénéficier à votre client. Cette valeur ajoutée peut se traduire par une veille technologique partagée, des recommandations stratégiques, ou même des formations pour leurs équipes.

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5 Seek feedback and improvement

As a technical consultant, you need to seek feedback and improvement from your client and yourself. Feedback is essential to measure your performance, identify your strengths and weaknesses, and learn from your mistakes and successes. You can ask your client for feedback at various stages of the project, such as after each milestone, deliverable, or phase. You can also use various tools and metrics to collect and analyze feedback, such as surveys, ratings, or reviews. Make sure you thank your client for their feedback and use it to improve your skills, knowledge, and services.

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Sébastien L.

Sr. Hybrid Infrastructure & Production Engineer ???????Lead SRE (Sys/Net/Sec/Ops) ? Manager ? Cybersecurity & IaC enthusiast ? Head of IT
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Encouragez un retour d'information continu et soyez ouvert aux critiques constructives. Cela vous permettra d'ajuster vos services pour mieux répondre aux attentes. Implémentez un processus structuré pour recueillir, analyser et agir sur les retours clients.

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Khaing Hsu Pyae

Financial System Manager at KBZMS General Insurance
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Feedback formats need to be simple, straightforward and it should be an ongoing process rather than a one-time event. Need to ensure the accountability and develop the action plans which can make the measurable results upon the feedbacks.

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6 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?

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Azhar Irfan Gull

M365 Engineer| Certified in Cybersecurity| Cyber Security Enthusiast| M365| Google Workspace| Servers| Backup| Firewalls| VMWare
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A hard reality, you can never ever fully satisfy all of your client but he is how you cant ry to best to give them a top class experience: 1. Understand the issue. 2. Be empathetic 3. Try to identify the root cause of issue. 4. Try your best to fix the issue. 5. Set proper expectations and make sure you don't break the expectations. 6. Communicate effectively about expectations, issues and resolutions 7. Educate your customers, as in some cases they can self resolve the issues and won't need to take the pains to contact IT.

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Sébastien L.

Sr. Hybrid Infrastructure & Production Engineer ???????Lead SRE (Sys/Net/Sec/Ops) ? Manager ? Cybersecurity & IaC enthusiast ? Head of IT
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Ne négligez pas l'importance de la gestion du changement et de l'accompagnement des utilisateurs finaux. La réussite d'un projet technologique dépend souvent de l'adoption par les utilisateurs. Offrez donc un soutien dans cette transition, via des formations ou des supports adaptés.

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You’ve just become a technical consultant. How can you ensure your clients are satisfied with your services?

1

2

3

4

5

6

1 Know your client's needs

2 Communicate effectively

3 Deliver quality work

4 Provide value-added services

5 Seek feedback and improvement

6 Here’s what else to consider

System Administration

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You’ve just become a technical consultant. How can you ensure your clients are satisfied with your services?

1

2

3

4

5

6

1 Know your client's needs

2 Communicate effectively

3 Deliver quality work

4 Provide value-added services

5 Seek feedback and improvement

6 Here’s what else to consider

System Administration

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