General Consultation
General Consultation
Purpose
Provide client/customer with sound professional advice and certain management oversight activities based on their request for services, Todd & Associates understanding of the issues involved, and the appropriate application of the Firm’s available expertise and resources.
Provide client/customer with sound professional advice and certain management oversight activities based on their request for services, Todd & Associates understanding of the issues involved, and the appropriate application of the Firm’s available expertise and resources.
Goal
Assist clients in obtaining their expressed management result based on the resources applied to achieve their objectives. Client satisfaction is given top priority.
Objectives
- Establish with senior management, the clearest initial definition of the client's challenges (problems that required services of the firm).
- Establish the priority nature of the issues involved.
- Establish the desired and required time frames required for service delivery and achieving both initial and long-term results.
- Identify any client preferences regarding the preferred approach to service delivery and/or arriving at solutions to their challenges (problems).
- Identify client beliefs, predisposition and views regarding the "definition of the challenges" to be addressed by the Firm.
- Acknowledge their views and the merits of conditions singled out.
- Observe and collect other information to document the issues.
- Draw upon the extensive technical experiences and expertise of the Firm.
- Analyze information and compare (client views and objective data).
- Prescribe steps that will properly address each issue.
- Provide clients with objective and quality responses to their request for information and/or professional opinions.
- Interact with client to help achieve understanding and reach agreement on "next steps" involved in addressing issues (any other required products and services).
- Assist client with the implementation of selected alternative plans.