Exclusive webinar with David Sable + COR Awards 2024

#Consulting, COR, Resource Management

Get the best tips for managing your agency from COR´s Blog!

Eight Tips for Keeping Your Clients Happy Without Taking a Loss

Customer satisfaction is a fundamental pillar for the success of any consulting firm. However, keeping clients happy without compromising profitability can be challenging. Below, we explore effective strategies to achieve this balance, including the use of management tools like COR.

Transparent and Constant Communication

Communication is key to managing expectations and building a trusting relationship. It is essential to keep clients informed about project progress, potential challenges, and proposed solutions. This can be achieved through regular meetings, status reports, and email updates.

Understand the Client’s Needs

Each client is unique and has specific needs. Conducting a thorough assessment at the beginning of the project to understand their goals and expectations can help tailor the services offered. This not only improves client satisfaction but also optimizes the use of resources and time.

Use of Management Tools

Project management tools are essential for maintaining efficiency and organization. One of the standout tools in the consulting sector is COR, which offers a comprehensive solution for managing projects, time, and resources.

Advantages of COR:

  • Task and Project Management: COR allows detailed organization of tasks and projects, assigning specific responsibilities and deadlines, which facilitates tracking and on-time delivery.
  • Time and Budget Control: With COR, it is possible to monitor the time spent on each task and project, as well as the associated costs, preventing budget deviations.
  • Collaboration and Communication: The platform centralizes communication among team members and with the client, reducing the possibility of misunderstandings and ensuring everyone is aligned.

Offer Added Value

Going above and beyond can make a difference. Proposing innovative ideas, conducting additional analyses, or offering solutions beyond the initial project scope can impress the client and demonstrate a commitment to their success.

Measure and Improve Customer Satisfaction

It is important to regularly measure customer satisfaction through surveys, direct feedback, and review meetings. Analyzing this information allows for the identification of areas for improvement and adaptation of services to the client’s changing needs.

Continuous Team Training

The consulting team should be constantly updated on the latest trends and tools in the industry. Investing in training and professional development ensures that high-quality solutions can be offered and maintains a competitive advantage.

Managing Expectations

Ensuring that client expectations are realistic from the outset is crucial. Avoiding overpromising and being honest about what can be achieved will help prevent discontent and future conflicts.

Assessing Client Profitability

Not all clients are equally profitable. It is important to conduct a profitability analysis to identify clients that bring the most value to the consulting firm. In some cases, it may be necessary to restructure contract terms or even consider parting ways with unprofitable clients.


Keeping consulting clients happy without compromising profitability requires a combination of effective communication, appropriate management tools like COR, and a deep understanding of client needs. By implementing these strategies, it is possible to build lasting and successful relationships, ensuring sustainable growth for the consulting firm.

What are we going to talk about in this article?

Subscribe to our newsletter!

Get all the latest news about COR

You may also be interested in

Why Should You Know Your Consulting Firm’s Metrics?

Plan your resources in advance and improve your agency’s productivity

5 Keys to Improving Your Agency’s Profitability with COR

Three Negative Impacts of Rework and a Solution: COR

Overcome Excel’s Barriers with COR for Smarter Project Management

The Power of Clear Objectives: A Guide to Successful Projects

Eight Tips for Keeping Your Clients Happy Without Taking a Loss

From Chaos to Control: Steps to Efficiently Organize Your Team

Four Keys to Efficiency and Organization in Your Consulting Firm

Ten Tips for Successfully Organizing Your Projects: A Guide for Agencies