TCF992: When to Charge a Consult Fee

Always assess the client relationship and situation (emergency vs. regular) before deciding whether to charge a consult fee.

For loyal, long-term clients, waive the consult fee to strengthen the relationship and show appreciation.

When charging a consult fee in an emergency, prioritize the client's safety and emotional state before discussing money; present the fee as a necessary step for mobilization.

Differentiate between a consultation (providing expert advice) and a service fee (mobilizing a team for immediate action); both warrant payment for your time and resources.

Use a consult fee as a pre-qualification tool, especially when starting out, to ensure clients are serious and to protect your time.

Leverage consistent communication (e.g., newsletters, social media) to maintain client relationships, even with those who haven't hired you recently, as it can lead to future work.

During on-site visits with existing clients, actively listen and uncover their underlying needs and desires, allowing for organic upselling of additional services that provide value.