An Introduction to Client Engagement

As someone with little practical experience in both sustainable investing and consulting

By
Jose
September 18, 2023

As someone with little practical experience in both sustainable investing and consulting, I have already gained a better understanding of the flows and hiccups involved in executing such a project. Coming from the humanities, I have been professionally challenged to think on my toes and learn flexibly about things I had not previously investigated.

While I look forward to honing my data communication skills and gaining a better understanding of impact measurement in the specific project I have been assigned to, the most important personal takeaway so far has been in the realm of client engagement. Not having conducted such informational interviews in a consulting context in the past, doing so in a team environment has sharpened my ability to ask the right questions in the short amount of time one shares with a client.

Additionally, probing around for the industry's best practices has inherently taught me a lot that I can apply both to my project and professional life.

From the disclosure of the potential clients to the first meeting, the course has offered much excitement and I appreciate how receptive the professor has been with our individual preferences and conflicts. I look forward to the weeks of trial and error to come.