Tips for Remote Business Consultants

Genia Philip
3 min readOct 7, 2022


Positive change doesn’t happen by accident. As a remote business consultant, you can help your clients transform their work styles and attitudes daily. You can also help them overcome their challenges by providing them with the necessary tools and resources to make informed decisions.

The rise of hybrid and remote work is one of the biggest challenges business consultants face today. This means they’re often unable to meet their clients in person. They also need to find ways to build trust and connect with their clients. Some of the critical factors you can consider when implementing this strategy include: Having the necessary resources and tools to make informed decisions Getting the most out of your remote workshops, and managing teams.

Elevate Your Work

During the outbreak, most teams relied on Zoom to conduct in-person meetings. However, many organizations started to rethink their approach to working in the digital world . They not only changed how they conducted in-person meetings but also took the opportunity to address some of the challenges they encountered.

One of the most significant factors that prevented in-person meetings from being successful was the size of the room. Online workshops allow for more collaboration and allow for multiple participants to work at the same time. Sometimes, it’s also a good idea to skip a meeting altogether to enable your team to work more efficiently. Don’t feel confined to the methods that worked in person; use the digital world to your benefit!

Save Time with Frameworks and Templates

Before you start planning a meeting or workshop, make sure that you have a template that you can use to structure the conference or workshop. This will allow you to create a more effective and efficient framework. You should also consider making various templates designed to help you develop a more effective and efficient framework. These include Agile Scrum and SAFe ceremonies, storyboards, and mind mapping. You can additionally create your own branded templates for multiple purposes.

Don’t Neglect Visuals

Turn boring meetings into interactive and entertaining events by adding a theme that can be used throughout the materials and activities of the workshop. Even the most senior executives will appreciate a change of pace. A visual piece can also help keep the participants engaged and encourage them to be creative. It can also help prevent them from checking their emails or zoning out.

Don’t Be Afraid to Experiment

If you’re planning on holding a workshop or meeting, ensure you’re not afraid to try new ideas. For instance, you can create an icebreaker by adding music to the mix. Consider using an energizer to keep the participants engaged during an extended workshop. For example, during a break, you could ask the participants to stand up and use their body language to show how they’re feeling. It’s a low-stakes activity that can have a positive impact.

Learn From Each Other

It can be hard to feel like you’re not being supported by your peers when working remotely. However, there’s a time to connect with like-minded individuals dedicated to improving their work with their clients. Other people in your industry have great ideas, so expand your network and learn from them!

Originally published at on October 7, 2022.



Genia Philip

Genia Philip is a New York resident who is a seasoned strategist and financial expert. She has worked with non-profit, profit, small business, and government.