20 Questions

Consultant Questions to Ask Client

Strategic questions for consultants to understand client needs, uncover challenges, and establish successful consulting relationships that deliver real value.

1

What's the biggest challenge your organization is facing right now?

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Why this works

Identifies the primary pain point and helps prioritize where to focus consulting efforts for maximum impact.

2

What does success look like for this project?

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Why this works

Establishes clear success metrics and ensures both parties have aligned expectations for project outcomes.

3

What's your timeline for implementing these changes?

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Why this works

Reveals urgency and helps structure project phases to meet client needs while maintaining quality.

4

Who are the key stakeholders I should be working with?

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Why this works

Identifies decision-makers and influencers, ensuring proper communication channels and buy-in for recommendations.

5

What's your budget range for this initiative?

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Why this works

Helps scope recommendations appropriately and ensures solutions are financially viable for the client.

6

What previous attempts have you made to address this issue?

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Why this works

Avoids repeating failed approaches and reveals what hasn't worked, providing context for better solutions.

7

What resources do you have available to support this project?

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Why this works

Assesses internal capabilities and helps determine what external support is needed for successful implementation.

8

What's your biggest concern about this project?

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Why this works

Identifies potential obstacles and allows for proactive problem-solving to address client fears.

9

How do you typically make decisions about major changes?

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Why this works

Reveals the decision-making process and helps structure recommendations to align with their approach.

10

What would happen if you don't address this challenge?

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Why this works

Establishes the cost of inaction and helps prioritize urgency while building motivation for change.

11

What's your communication preference for project updates?

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Why this works

Ensures effective project management and keeps client informed in their preferred format and frequency.

12

What internal resistance might we face to these changes?

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Why this works

Identifies potential obstacles and allows for change management strategies to address resistance proactively.

13

How do you measure success in your organization?

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Why this works

Reveals their performance metrics and helps align project outcomes with their existing measurement systems.

14

What's your experience working with external consultants?

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Why this works

Understands their expectations and helps tailor the consulting approach to their preferences and past experiences.

15

What would make this project a complete failure in your eyes?

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Why this works

Identifies red flags and helps avoid critical mistakes that could derail the project.

16

How do you prefer to receive recommendations and reports?

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Why this works

Ensures deliverables match their preferences and maximizes the impact of consulting outputs.

17

What's your biggest competitor doing that you're not?

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Why this works

Reveals market positioning and helps identify opportunities for competitive advantage.

18

How do you handle change management in your organization?

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Why this works

Shows their approach to implementing changes and helps structure recommendations to fit their culture.

19

What would you like to see different about your organization in 6 months?

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Why this works

Establishes a clear vision for the future and helps align project goals with their desired outcomes.

20

How do you ensure knowledge transfer when working with external partners?

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Why this works

Reveals their approach to learning and helps structure the consulting engagement to maximize knowledge retention.

Best Practices for Client Discovery and Engagement

Expert tips and techniques for getting the most out of these questions.

Best Practices

Listen More Than You Talk

The client knows their organization best. Ask open-ended questions and listen carefully to understand their unique context and challenges.

Understand the Business Context

Ask questions that reveal their industry, competitive landscape, and business model to provide relevant recommendations.

Establish Clear Expectations

Set clear boundaries around scope, timeline, and deliverables to avoid scope creep and ensure project success.

Question Sequences

The Challenge Discovery Sequence

1
What's the biggest challenge your organization is facing right now?
2
What previous attempts have you made to address this issue?
3
What would happen if you don't address this challenge?
4
What's your biggest concern about this project?

The Success Planning Sequence

1
What does success look like for this project?
2
How do you measure success in your organization?
3
What would make this project a complete failure in your eyes?
4
What would you like to see different about your organization in 6 months?

Common Pitfalls

Don't Assume You Know Their Business

Every organization is unique. Ask questions to understand their specific context rather than applying generic solutions.

Avoid Leading Questions

Ask neutral questions that allow clients to share their genuine thoughts rather than steering them toward predetermined answers.

Don't Ignore Organizational Culture

Understanding how they work, make decisions, and handle change is crucial for successful implementation of recommendations.

Conversation Templates

The Challenge Explorer

1
Step 1: Start with: "What's the biggest challenge your organization is facing right now?"
2
Step 2: Follow with: "What previous attempts have you made to address this issue?"
3
Step 3: Deepen with: "What would happen if you don't address this challenge?"

The Success Architect

1
Step 1: Begin with: "What does success look like for this project?"
2
Step 2: Explore with: "How do you measure success in your organization?"
3
Step 3: Conclude with: "What would you like to see different about your organization in 6 months?"

Further Reading

"The McKinsey Way" by Ethan Rasiel
"Flawless Consulting" by Peter Block
"The Trusted Advisor" by David Maister

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