You are currently viewing How to Become a Consultant: 11 Steps to Doing it Right

How to Become a Consultant: 11 Steps to Doing it Right

Do you have a well-developed network? Are you self-directed? Do you have an impressive portfolio filled with client success stories? You might be ready to become a consultant, but it can be difficult to know where to start.

Companies hire consultants to:

  • Get an objective, outsider opinion on processes or systems
  • Solve for internal blindspots
  • Receive expert guidance on solving a problem or implementing a solution
  • Fill a temporary staffing gap in a scalable way
  • Get access to expertise that is difficult to source and hire for (such as for a niche technology or other use case)

What are the qualifications to be a consultant?

Because consultants work on a contract basis, there are no set qualifications to be a consultant. Ultimately, it comes down to what the organization needs and how well you can sell what you’re able to provide.

However, because a consultant provides expert-level advice, it’s typical to have a great deal of experience in the niche the consultant is working in. It also helps to be able to point to concrete results or outcomes that were attained for other clients. If you provide a proven track record that potential clients can trust and see themselves in, you’ll be better able to close consulting contracts.

What education is needed to become a consultant?

Similarly, consultant education requirements are subjective and flexible, taking into account that it really comes down to the buyer’s perception of value. However, because consultants are experts in their field, it’s typical to have a bachelor’s degree (often in addition to an advanced degree).

An MBA (Master of Business Administration) is particularly helpful for many consulting careers, as are professional certifications such as a CMC (Certified Management Consultant) or PMP (Project Management Professional).

Types of Consultants

Here are some of the most common types of consultants:

Sales Consultant

A sales professional who helps develop an organization’s sales process, identifies ways to improve sales performance, and provides sales training to reps.

Sales Consultant Job Description

The ideal candidate for the sales consultant role is a data-driven individual who can deliver results that can be seen in the bottom line. In this role, the sales consultant will be responsible for developing well-researched strategies to increase sales and generate additional revenue.

Business Consultant

An advisor who helps identify improvements to an organization’s operational efficiency and performance. “Business consulting” can apply to a wide variety of solutions.

Business Consultant Job Description

Qualified business consultants will have demonstrated business acumen and experience optimizing company strategy. This role is responsible for generating new business, pitching strategies to clients, overseeing the implementation of client strategies, and working with executive clients to develop sound business plans.

Marketing Consultant

A marketing specialist who helps organizations create and implement marketing strategies to increase brand awareness and generate leads for the business.

Marketing Consultant Job Description

A marketing consultant is responsible for working alongside a client’s marketing organization to develop and integrate effective marketing tactics and strategies into the client’s operating rhythm. In this role, the marketing consultant will be responsible for conducting in-depth research and competitive analysis, using their findings to craft an effective marketing plan, and identify tactics to market the product to its intended audience.

Accounting Consultant

An advisor who analyzes a business’s financials and helps the leadership team make good financial decisions.

Accounting Consultant Job Description

The right candidate for the accounting consultant role has extensive experience working in high-performing accounting and finance organizations. This individual will be tasked with working alongside the client’s accounting team to oversee and advise on necessary changes to the company’s accounting procedures. They will work with their clients to identify areas of improvement in their business processes and will oversee the implementation of viable, compliant solutions.

Technology Consultant

An expert who helps organizations implement and/or utilize technology solutions in a way that improves the operations and performance of the business.

Technology Consultant Job Description

A technology consultant (also known as an IT consultant), will analyze the client’s technology systems to ensure the company is on track to meet its goals and objectives. After analyzing the client’s technology systems and company infrastructure, the technology consultant will propose any necessary changes to support information security and business operations and will assist with creating and onboarding necessary changes.

Legal Consultant

A lawyer or legal professional who advises a business on legal matters.

Legal Consultant Job Description

In this role, a qualified legal consultant will use their legal expertise to support the client’s legal compliance, profitability, and risk mitigation. In addition to conducting the necessary research, this individual will also be responsible for drafting contracts, reviewing briefs, and conducting negotiations on the client’s behalf.

Public Relations Consultant

A specialist who improves communications between a business and the public.

Public Relations Consultant Job Description

The PR consultant who fulfills this role will manage the relationship between their clients and the general public. The ideal candidate is an experienced communications professional who can proficiently draft press releases on behalf of the client, manage the client’s media relationships and contacts, and write and edit communications collateral to promote the business and offerings of the client.

What does a consultant do?

A consultant may act in an advisory and/or implementation role.

In other words, depending on what the client needs, the consultant may simply be there to provide knowledge, information, and advice as the organization itself makes changes as a result of the consultant’s guidance.

For other arrangements, a consultant may take on some or all of the implementation themselves. This may even include building/revamping processes and training team members. Ultimately, it comes down to what the organization needs.

Regardless of the niche the consultant works in or the specific arrangement they’ve made with the client, there are a few things a consultant must do well:

  • Work with stakeholders to identify objectives of the relationship.
  • Learn the existing processes and systems in an organization.
  • Perform analysis and diagnose issues.
  • Translate data into concrete action items.
  • Communicate effectively to multiple stakeholders.
  • Oversee and monitor results.
  • Be able to convey impact.

Do you have an area of expertise to advise on? Follow these steps closely and you’ll build a strong foundation for future work, repeat clients, and expanding your reach and reputation.

Featured Resource: Free Templates for Consultants

consulting templates

Serious about coming a consultant? These eight consulting templates will help you pitch your services to potential clients. The kit includes a management consulting plan template, a new client onboarding checklist, a consulting plan presentation template, and more. 

1. Identify your area of expertise.

Be honest about where your strengths and expertise lie — and consider strengths outside your nine-to-five focus. Maybe you have a landscaping side hustle with enough client demand to take it full time. Or perhaps you’re good at closing difficult deals in the medical sales industry — so good that your colleagues are always asking for help.

Ask yourself three questions to identify your niche:

  1. Do I have a unique point of view?
  2. Do I have the experience necessary to be authoritative in this field?
  3. Is there demand for this service?

Being a consultant requires you to be organized, self-motivated, and good at boundary setting. Before launching your website and accepting your first client, consider your ability to meet these demands. You might identify the perfect niche, but if you can’t meet independent deadlines or manage a billing cycle, you might not be ready to become a consultant.

To find your consulting specialty, consider areas you excel in at work, projects you’ve gotten high marks on in performance reviews, or hobbies you’ve mastered outside the office. You should also factor in what you enjoy — if you’re doing this full-time, it needs to be an activity you’re passionate about.

2. Set goals.

Setting goals helps you know what you’re working towards. Do you want this to stay a nights-and-weekends project? Do you hope to turn it into a full-time business? Do you want to hire employees someday? Answer these questions and plan accordingly.

Once you’ve identified broad goals for your business, narrow your focus to more immediate needs. To do this, make sure your goals are SMART:

  • Specific: Clearly define what you want to accomplish
  • Measurable: Identify targets and milestones to track progress
  • Attainable: Keep goals realistic and manageable
  • Relevant: Set goals that fit with your business model
  • Time-Based: Identify deadlines for your goals

Here’s an example of SMART goals for a consultant who coaches sales teams to be better at cold outreach:

  • Specific: I will coach SMB sales teams on how to make better calls, send higher quality emails, and follow up in an effective manner. The result will be more qualified opportunities for reps resulting in more closed business and higher revenue for the organization.
  • Measurable: Success will be measured by increased client pipeline and percentage of client deals closed as well as referrals for my business.
  • Attainable: I have three clients already and bring in an average of one new referral every month. I know there is demand for my service, and this cadence is manageable for my workload and operating budget right now.
  • Relevant: This business model fits my skill set and allows me to benefit from my success with sales outreach as identified by myself, my coworkers, and my supervisors.
  • Time-Based:
    • November 15: Website goes live
    • December 1: Review previous month’s work and ask for at least one referral
    • December 5: Send client bills for the previous month’s work
    • December 15: Have all coaching sessions scheduled before this date in anticipation for holiday schedules

As your consultancy grows, so will your plans. Revisit your SMART goals on a monthly or quarterly basis and adjust them as needed.

Maria Marshall, an associate professor at Purdue University, researches small and family-owned businesses. She recommends including visionary goals for your business as well. Marshall outlines four main areas of focus for visionary goals:

  • Service: How can you improve customer satisfaction and retention?
  • Social: How can you give back to the community through philanthropy or volunteering?
  • Profit: How can you increase profits by X percent?
  • Growth: How can you expand your company (i.e., new employees, more clients, office space)?

3. Make a website.

Think you can get by without a website? Think again. A recent Local Search Association report finds that 63% of consumers use websites to find or engage with businesses, and 30% of those consumers won’t consider a business without a website.

Also, if you have a site, Google gives your business more authority in local rankings. Creating a Google My Business profile isn’t enough. A website that’s optimized with backlinks, domain authority, and views will encourage Google to display your website in relevant searches.

Don’t think website creation is in your wheelhouse? Services like WordPress and Squarespace make it easy to build a website, and GoDaddy allows you to lock down a domain name.

And if you want a tool that’ll help you do everything from tracking incoming leads to booking meetings and will grow with your business, try HubSpot. Your website is the first impression of your business. Invest time here and see the returns for years to come.

4. Get certified.

As a consultant, it’s crucial to remain cutting edge and competitive in your niche, and certifications are a concrete way to demonstrate your drive.

For example, if you’re a consultant for medical sales professionals, consider pursuing accreditation in one of HIDA’s Medical Sales programs. If your specialty is coaching teams to be better at outreach, consider getting an Inbound Sales Certification from HubSpot.

Whether software, skills, or subject matter-specific certifications, find out what qualifications are important in your industry and invest in expanding your knowledge base. 

5. Choose a target market.

Once you’ve identified your niche, be clear about who your target audience is. For example, if you help startup sales teams navigate early-stage scaleup, hone in on your target market by answering these five questions:

  1. Where is my target audience located?” (Will you serve local clients only? Will you accept national or regional clients? Will you exclude international clients?)
  2. What are their biggest pain points?” (What has driven them to search for your help? What are their daily roadblocks to suggest? What are their scaling challenges?)
  3. Who is competing for their business?” (Who are your biggest competitors and how do your services measure up? What sets you apart?)
  4. Am I targeting startups themselves the individual sales managers?” (Will you reach out to businesses or network to individuals through local meetups or LinkedIn outreach?)
  5. What motivates my target audience?” (What is your audience’s end goal by choosing your services? What do they hope to achieve for their team and for themselves?)

Getting specific about who your customer is and what’s important to them allows you to provide superior service and reach clients who are the perfect match.

6. Decide where you’ll work.

You probably won’t need a designated workplace while getting your consultancy off the ground. But if you’re becoming a full-time consultant, it might be helpful to have an office. Before you start booking office tours, ask yourself a few questions:

  1. Can I afford office space, and if so, how much can I afford?
  2. Will a workplace enhance my business or help it grow?
  3. Why do I need this space?” (i.e., do I meet with clients? Am I hiring some part-time help?)

Once you’ve decided that office space will truly benefit your business, consider what kind of space is right for your needs. Coworking spaces like We Work and Galvanize are staples of many urban environments.

They give you access to shared or small workspaces, as well as meeting rooms and amenities, at a lower monthly rate than traditional office spaces. They also give you another way to network and benefit from those around you.

7. Create your offerings.

How will you be providing your consulting services? What kind of delivery models will you use? Will you be traveling to them and providing your services on-site, or will you provide your services virtually? Will you be performing actual work for them, or will you simply be guiding them to do the work themselves?

Here are some popular consulting models:

  • Done For You
  • Done With You
  • Coaching (One-on-One)
  • Group Coaching (One-to-Many)
  • Online Program (On-Demand)

Even though it’s the least scalable, it’s often advisable to being with the “Done For You” type of model so that you have proven experience and success stories to better sell the other types of products.

8. Set your rates.

Deciding how much you’ll charge clients can be the hardest part of starting a consultancy. It’s tempting to charge less than you’re worth because you haven’t proven your results yet.

Research what comparative consultants are charging in your area (sites like are great for this). And decide which of these common types of consultant pricing would most fairly compensate you for the work you’re doing.

9. Network with people.

Speaking of networking … Referrals are a crucial way to grow your business, but they aren’t the only way. Unlike at a large company, you probably don’t have a marketing team whose whole job it is to promote your business. Instead, selling the value of your consultancy often falls to you and you alone.

Join LinkedIn and Facebook groups your audience frequents, write and share blog posts highlighting your expertise, and attend meetups or conferences in your area. Be everywhere and talk to everyone who’s a good fit for your offering. No one’s going to sell you as well as you, so brush off that elevator pitch and get ready to sell yourself anything but short.

10. Know when to say “no.

In the beginning, it’s easy to say “yes” to every client and every request. Now more than ever, you want your work to be high quality, organized, and manageable. coming in at a manageable rate.

If saying yes to a new client means your current client work will suffer, say, “I’d love to serve your needs, but with my current workload, I don’t think I can give you the attention you deserve. I should have more availability next quarter. Can I reach out to you then to see if this is still a need?

Prospective customers will appreciate your honesty, and you’ll be able to maintain high-quality work at a cadence that doesn’t threaten your sanity or existing client satisfaction.

It’s also difficult to turn down clients that aren’t a good fit. Be honest when you can’t meet a prospective client’s needs, and be proactive about introducing them to someone who can. They’ll benefit from a better match, and your business won’t lose sight of what it does best.

11. Build a repeatable system for getting and selling clients.

Once you have your business set up, you can’t just hope for your clients to knock on your door saying, “I’m here and ready to pay!”

You’ll need to analyze your niche and examine your existing network as you strategize how to find consulting clients. From there, you need to get into the business of marketing your consulting services and understanding exactly how to sell to prospects.

How much should you charge as a consultant?

  1. Double/triple your current hourly wage
  2. Set a daily rate
  3. Set fees by project
  4. Set fees by performance
  5. Set fees using data from previous client work
  6. Set solution-based fees

Once you’ve decided what to charge, consider how you’ll bill clients and accept payment. There are many free and fee-based platforms — like Invoicely, Freshbooks, and Due — that allow you to automate billing cycles, track and manage invoices and payments, and run reports on weekly, quarterly, or yearly earnings.

And don’t forget to consult with an accountant during tax season. If you’re not having taxes taken out of your payments, you’ll need to budget for those when taxes are due. An accountant can offer guidance on how to make this less of a headache.

Need help attracting the right clients? Here’s how you can start:

1. Identify your ideal customer.

You won’t be able to attract, engage, or close new customers if you don’t know who they are. Being able to understand your audience is critical to crafting your marketing and sales strategy (as well as your messaging).

Consider spending time making the buyer persona of your ideal client. Who are they? What industry are they in? What type of services are they looking for? Why?

2. Find out where they hang out online.

Once you know who they are, do research to find out where they spend their time online. Chances are, the web will be a big acquisition channel for you, so you want to ensure that you can be found where your customers are. Which websites and social media are they active on?

It can also give you more insights into your persona that you can use to understand them. Let’s say you find a big community of your target customers on Facebook. Seeing what they post can give you insight into what they think about and what they experience.

3. Learn what motivates them.

People don’t wake up one day and decide to buy something. Chances are, they experience a pain or a triggering event that causes them to be open to solutions, including your solution.

4. Size up your competition.

What are your competitors offering and what are the price points? What makes them attractive to buyers?

5. Decide what sets you apart.

What additional value does your work add that other consultancies don’t? If you can provide more value, a differentiating experience, a more accessible price point, or unique offerings, you’ll be able to stand out from your competition and position yourself as a leader in the space.

These unique differentiators make up your value proposition, and your value proposition is going to help your buyers choose you over the competition.

6. Develop an outreach strategy.

Now that you know where your prospects hang out online and what matters to them, you can decide how to attract them to you. What channels will you be focusing on? What will be your primary tools for communicating (e.g., email, phone calls, social media)?

7. Be clear in communicating your unique value proposition.

As you communicate on whatever channel you decide and with whichever tool you choose, be sure that you’re conveying your unique value proposition. In other words, you know you’re good… let your prospects know too. And prove it.

Your value must be clear in all your messaging whether it’s on your website, in your emails, on marketing materials, or in your pitches.

Final Thoughts

Becoming a consultant is an exciting way to grow your career. By focusing on key skills, and building relationships with the right clients, you can create a rewarding career in the field. Be honest about your readiness and niche, organized in your approach, and clear in defining, meeting, and addressing your goals. The above steps are the perfect way to start. Good luck!

Editor’s note: This post was originally published in March 2019 and has been updated for comprehensiveness.

consulting templates