The Consultative Process™

As organizations strive to address their clients’ critical business issues, technical professionals play an important role in creating and implementing solutions for external and internal clients. While they are experts in their areas, many technical professionals are not equipped to handle the business side of a project. They need consultative problem-solving skills to create value for clients, and they need to integrate their technical skills into a consultative process. When they are able to do this, the technical professional becomes a real source of competitive advantage.

The Consultative ProcessTM (TCP) introduces a problem-solving mindset and presents an effective process for consulting with both internal and external clients. It helps technical professionals become comfortable in their role as consultants. It also helps them generate greater alignment and commitment with clients by using a win-win problem-solving approach. The Consultative Process examines a business relationship from the client’s viewpoint and addresses the four NOs that restrain the client from willingly engaging in the recommended solution, service, or product.

Knowing how to effectively address each of the four NOs means the difference between a successful relationship and an ineffective interaction.

Program Outcomes

The Consultative Process establishes a basic philosophy of consulting with a common and easily understood approach. Implemented as a flexible and integrated human performance improvement solution, it enables a consistent client experience from technical professionals, effective coaching and performance management with a variety of tools, and overall increased effectiveness.

Learning Approach

Wilson Learning believes that learning must be transferred to day-to-day work practices. To achieve this, The Consultative Process includes components and activities that enhance Participant Readiness, Learning Transfer, and Organizational Alignment.

Participant Readiness prepares salespeople and managers for the overall learning experience:

  • Pre-workshop communication

Learning Transfer design embeds practice and use of new skills. The learning can be flexibly delivered as a:

  • Two-day face-to-face, application-oriented workshop

The Consultative Process has five integrated learning modules, as shown on the following page. The Consultative Process can be delivered in modular format over non-consecutive days to allow application between sessions. The program can be taught by a Wilson Learning facilitator or by an organization’s own leader-trained in-house professional.

Organizational Alignment ensures the organization supports the use of the new skills:

  • Post-learning reinforcement activities available for both the manager and participant

As a result, The Consultative Process becomes part of your organization’s selling practices, benefitting customers and increasing productivity.

Enabling Improved Performance

Driving behavior and performance change requires constant reinforcement. It’s for this reason that organizations that use The Consultative Process can access optional application, reinforcement, and support tools. These additional learning components—application exercises, job aid cards, planners, etc.—can be customized to ensure that technical professionals can continue to enhance their newly acquired skills and behaviors upon returning to work. Involving managers early on and training them to coach for improved performance is also fundamental to a successful The Consultative Process implementation.

To discover how we ensure learning is reinforced and applied for improved performance, read more about our Learning Journeys.


Wilson Learning will partner with your organization to measure the initial behavioral changes and business results. We will work with you to set up evaluation systems that help improve outcomes and sustain the momentum of your implementation.

To learn more about measuring the impact of learning, visit Measurement.