How Top Strategy Consultants Run Client Interviews to Drive Clarity, Alignment, and Action

This primer provides a concise guide to conducting high-impact client interviews that unlock insights, build trust, and accelerate alignment in strategy engagements. Drawing on BC Strategy’s proven methodology, it outlines key objectives—from validating hypotheses to uncovering pain points—along with interview formats (exploratory, structured, semi-structured). It details best practices for planning and rapport-building, offers a structured approach to questioning, and presents methods for reporting and analysing findings. The document also flags common pitfalls (no-shows, biased questions, technical issues) and shares practical tips for neutral facilitation and digital enablement (virtual platforms, transcription tools). Designed for CXOs, executive teams, and strategy professionals, this pack equips readers with frameworks and techniques to ensure that every client conversation drives clear, thoughtful recommendations and actionable outcomes.