What should a consultant do before formal consultation?

Before formal consultation, the consultant needs to do the following things:

1. Initial contact and communication with clients: During the initial contact, the consultant needs to actively introduce himself and the basic process and methods of consultation to the clients, so that the clients can know their own experience, certification and other information.

2. Understand the basic information and needs of customers: Consultants should understand the basic information of customers through preliminary communication or some basic questionnaires, including age, gender, occupation, marital status, physical health, education level and family status. , but also understand customer concerns and pain points.

3. Establish a good trust relationship: The psychological counselor needs to gain the trust of the client as much as possible at the first contact, for example, by making the client feel comfortable and relaxed, and listening and responding effectively.

4. Formulate specific consultation plan: The consultant needs to formulate specific consultation plan according to the customer's situation and needs, including consultation schedule, consultation form and specific consultation content.

5. Abide by professional ethics and norms: In the process of consultation, consultants need to abide by relevant professional ethics and norms to ensure the quality and confidentiality of consultation.

6. Know the background and relevant information of the client: The consultant needs to know the background information of the client, such as family, education, occupation, lifestyle, etc., and eliminate any factors that may affect the quality of consultation.

7. Understand and respect customers: In the consultation process, consultants need to understand and respect customers' feelings and positions in order to better establish contact with them.

8. Assess the customer's problems and goals: During the consultation process, the consultant needs to assess the customer's problems and goals and determine the scope and direction of the consultation.

9. Create a supportive environment: In the consultation process, the consultant needs to create a supportive and encouraging environment so that the parties can feel supported and encouraged and have the courage to face the problem.

10. Make records and analysis: During the consultation process, the consultant needs to record and analyze the consultation process and results in order to track the consultation progress. At the same time, records should be kept confidential and properly managed.