A real question from r/sales that deserves a real answer. Not generic advice — specific steps.
I started working for a medical device company and I would like to make sure we approach after sales care as effectively as possible. I'm gonna be honest, I don't have much experience with all this since I came from a completely different industry. The devices we sell are there to bring additional revenue to our clients (privately owned clinics) and, of course, some of the clients need help and some of them are perfectly okay to promote their therapies well enough to not need any intervention from our side. We operate all around the world so I understand each country will have their specific needs and challenges. I don't really expect anyone to give me a step by step guide on how to approach it. I just wanted to spark a little bit of a discussion and pick your brains a bit. Thank you :)
Approach after-sales care with a defined system for onboarding, project management, and ongoing client support. Resources: Consulting industry publications, client retention strategies, and workflow automation tools.
I feel your pain - the transition from consulting at a big firm to running your own practice can be absolutely overwhelming. Bombarded with work, but no clear system for managing it all? Been there! The core issue is that you're so focused on closing new deals and getting clients in the door, that the critical back-end work gets overlooked. Without a defined approach for onboarding, project management, and ongoing client care, it's easy to get scattered and drop the ball. The good news is, there are proven frameworks to help you get this under control. The Demand Flow Protocol we outline in the guide is all about positioning yourself as the go-to expert, so the clients essentially sell themselves. Once they're on board, the Discovery Framework gives you a structured process for fully understanding their needs and challenges. This sets you up to deliver maximum impact. And the Lead Generation Framework ensures you've got a steady pipeline, so you're not constantly hustling to find the next gig. The key is to carve out time upfront to systemize your operations. Start by defining your client onboarding process - how you'll welcome new clients, set expectations, and put project plans in place. Then create templates and playbooks for all your recurring deliverables. This gives you a solid foundation to scale, without having to reinvent the wheel every time. The biggest shift happens when you move from being a solo freelancer to running a true consulting business. When you get these back-end systems dialed in, you'll be able to confidently take on more clients, streamline your workflow, and develop long-term relationships. No more wondering what you're doing - just reliable processes that allow you to focus on the high-value work.
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