Question Preview: Client Management

Have you been considering starting a grant consulting business? Thinking about testing out the waters as a freelance grant writer in addition to being a full-time or part-time employed grant professional? It can seem overwhelming, there is NO doubt. We have been hosting for #grantchat for nearly two years and haven’t yet tackled the topic of grant consulting in depth. We have talked about some of the differences that we experience related to best practices, grant teams, funder relationships, and social media for consultants versus employees, but what about the basics of getting your consulting practice started?

The theme for March for SmartEGrants is Grant Consulting 101 which means, you guessed it! As a program of SmartEGrants, #grantchat is following suit with the theme and will be talking about Grant Consulting 101 topics as well. What are the rest of our topics for March you ask?

March 24: Client Management

We are hoping that those fellow experienced consultants will freely share their knowledge and lessons learned during this series with those that have recently started or are considering starting a grant consulting business.

Here are our questions for the fourth and final week of this theme, Client Management:

Q1: What are your pressing concerns or questions about client management (whether new or experienced in consulting)? #grantchat

Q2: What tools do you use for your client management? Pros? Cons? #grantchat

Q3: With new clients what is your approach to setting the scope for a project or application? #grantchat

Q4: How do you work through roles and responsibilities in a scope with a client? #grantchat

Q5: What document sharing tools do you use with your clients? What do you like/struggle with for those tools? #grantchat

Q6: How do you address/maintaing security and confidentality with client documents, records, etc? #grantchat

Q7: For those of you with employees or subcontractors, do you have them interface with your clients? Why? Why not?#grantchat

Q8: How do you support and integrate with the internal teams that support grant applications and related work? #grantchat

Q9: Most clients are great, but we all have had at least one tricky client. How do you handle those situations? #grantchat

Q10: What advice would you give to new consultants about client management? #grantchat

Are you as excited for this topic as we are? Do you *know* that this is a not to be missed event on your calendar? We want to encourage those of you that ARE considering being a grant consultant or are new to the business to take your professional development a step further, and look at the webinars that SmartEGrants is hosting each Thursday in March on these topics. We are going to dig into each, share best practices, and share tools (both free and inexpensive) in order to help you have the grant consulting business you dream of. You can see the full schedule and register for one or all of the sessions here (they are only $25 each and include the slides and recording!).


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