Closing and Follow-up

graphic for closing and follow up


This article aims to equip participants with the skills and knowledge to effectively conclude consulting projects while setting the stage for future engagements and long-term client relationships.


Upon completing this module, participants should be able to:

  • Understand the significance of a well-executed project closure.
  • Implement best practices for closing out a consulting project.
  • Develop effective follow-up strategies to maintain client relationships.
  • Measure the success of the project and identify areas for future collaboration.

The Importance of Closing and Follow-up

Closing a project effectively is not just about delivering the final report and saying goodbye. It’s about ensuring that the client is satisfied, the project’s objectives have been met, and there’s a plan for future engagement. Follow-up is equally important to keep the relationship alive and to identify new opportunities for collaboration.

Best Practices for Project Closure

  • Final Presentation: Summarize the project’s achievements, challenges, and lessons learned.
  • Documentation: Provide all necessary documents, including reports, data analyses, and any other deliverables.
  • Financial Settlement: Ensure all invoices are sent and payments received.
  • Client Feedback: Conduct a final feedback session to gauge client satisfaction and gather insights for future projects.

Effective Follow-up Strategies

  • Immediate Follow-up: Send a thank-you note and a project summary within a week of project closure.
  • Quarterly Check-ins: Schedule regular check-ins to discuss any updates or issues the client may have.
  • Annual Reviews: Conduct an annual review to discuss the long-term impact of the project and explore new opportunities.
  • News and Updates: Keep the client informed about relevant industry news or any updates from your agency that could benefit them.

Tools and Software for Closing and Follow-up

  • CRM Systems: Use Customer Relationship Management software to track interactions and set reminders for follow-ups.
  • Financial Software: Such as QuickBooks for invoicing and financial tracking.
  • Feedback Tools: Such as Net Promoter Score (NPS) surveys to measure client satisfaction.

Measuring Project Success

  • KPI Tracking: Use Key Performance Indicators to measure the project’s success against its objectives.
  • Client Retention Rate: A high retention rate indicates client satisfaction and successful project closure.
  • ROI Analysis: Calculate the Return on Investment to quantify the project’s success.

Application Across Roles

  • Account Managers: Can use follow-up strategies to upsell or cross-sell services.
  • Strategy Teams: Can use project closure data to refine future consulting approaches.
  • Data Analysts: Can use KPIs and other metrics to measure project success and inform future projects.


Closing and Follow-up are not mere formalities but are critical stages in the consulting process. They offer opportunities for reflection, learning, and future engagement. This article has provided a comprehensive guide to mastering these stages, aligning with the consultative approach that is central to our agency’s client engagements.