Consultation

Purpose of the Consultation (Say This Internally) 

“The consultation is to understand the business, identify needs, and decide the right next step — not to solve everything.” 

Recommended Length 

• 30–60 minutes 

• Paid or credited toward a service (highly recommended) 

What Should Be Included in a Consultation  

1. Welcome & Expectations (5 minutes)

“Today we’ll focus on understanding your business and identifying where research or strategy support would be most valuable.” 

2. Business Overview (Client Talks) (10–15 minutes) 

3. Problem & Opportunity Identification (10–15 minutes)

4. High-Level Insight (Not Solutions) (10 minutes) 

5. Service Recommendation (5–10 minutes) 

6. Next Steps & Close (5 minutes)

What You Deliver  After the Consultation  

What to Explicitly Exclude (Say This Clearly) 

Consultation Pricing (Suggested) 

How to Explain Your Consultation to Clients 

“This session gives you clarity on where you are, what’s missing, and what kind of support will move you forward — without guessing.”