Aimed at Helping You Successfully ENGAGE with Your Client

As you listen to a prospective client’s need, you shake your head up and down because you are sure you know exactly what they need. You craft a proposal and forward it to the economic buyer. Two days later you call to set-up a time to talk about your offer only to hear – REJECTED.

Engaging with a prospective client is far more than crafting a proposal. It starts with discussing the opportunity and ensuring you capture all the right information. It moves to crafting an approach, pricing it properly, and then discussing it with the prospective client obtaining agreement before taking pen to paper writing a proposal.

ENGAGE With Your Client starts by discussing one of the most important meetings a consultant has with a client-the Discovery Meeting. The workshop continues with a discussion about crafting an appropriate Approach and determining the right Price. It concludes with the final act-providing a Proposal that leads to a Signed Contract. It discusses not only you, the consultant, but also your interaction with the prospective client.        

What's Included...

  • Over 40 videos walk you through the discovery meeting process, creation of an approach and pricing, and finally the legal and business aspects of a consulting contract.

  • Workbooks with exercises, over 20 templates including proposal and statement of work templates, numerous examples, and other supporting documents help you accelerate your progress.

  • Life-time access to the course material provided enabling you to periodically refresh your knowledge and skills.


What People Have Said...

“I enjoyed this course tremendously because I learn better with the help of active engagement. This course allowed for that during the weekly group discussions which are engaging and productive. The on-line course content is well done with methodologies and practical strategies that are explained with the help of real experience examples making it much easier to relate to workshop scenarios. Laura’s passion is to see her clients be successful and she works with you to achieve success including sharing freely from her wealth of knowledge and experience. (attended group discussion version)”

Charlotte, Transformation Keys LLC

“This workshop was invaluable. My process is to visualize the end product–a won consulting engagement-and then determine the best way to achieve it. That is what this workshop did. The workshop presented a multi-step framework and the necessary tools starting with the client’s invite to discuss an opportunity and ending with a signed contract. Throughout the workshop Laura maintained an unrelenting focus on the client and their request as she helped us grasp how to write a proposal that addresses the client’s needs and differentiates us to the prospective client. Laura and this workshop are a must for new consultants and existing practitioners. The integrated methodology and tools provided are essentials for any consulting practice. I resoundingly endorse this workshop. (attended group discussion version and worked in a one-on-one mentoring mode) ”

Tom, IAWL Advisory, LLC

“I was accustomed to purchasing consultative services, but was never exposed to the process from the consultant’s perspective. This workshop was eye opening because it forced me to look at the other side of the purchasing process. It starts with discussing the best way to address a client’s request for help and concludes with writing a complying competitive proposal that leads to a signed contract. As a result of this course I feel I’m position to be the consultant of choice. Laura’s approach engages you as you listen, learn and exchange stories with others in the workshop. Engage with Your Client is an exceptional workshop and was well worth my time. (attended group discussion version and took self-study version) ”

Eleanore, Meals Advisory Partners

Learn the Best Practices for Engaging with Your Client!

Frequently Asked Questions

  • How long does it take to complete the course?

    This is a tough question to respond to because so much depends on you. It takes time to listen to the videos and then walk through the exercises in the workbooks. I recommend setting aside 2 to 3 hours every week. I have tried to keep each week’s videos to less than 60 minutes in total. Some people take 30 minutes to complete the exercises while others take 60 minutes or more to complete them.

  • What is the difference between the group discussion workshop and the self-study course?

    1) The group discussions enable the attendees to not only ask questions but attendees are able to review their exercise answers with the group and obtain feedback. The self-study course does not provide for any type of feedback. 2) It is common for me to add material that is not included in the self-study course based on the group questions. This material is normally not added to the self-study course. 3) Group discussions are recorded and related material posted for later review by that particular group.

  • I signed up for the self study course but have decided that I would like to be part of a group discussion. Is it possible?

    Yes, it is possible. Contact me directly at

  • I feel I need more support than the course provides. Is it possible to obtain one-on-one assistance?

    Yes. One-on-one assistance is available. Contact me directly so that we can discuss your needs and determine next steps.