6 Pro Tips to be a Successful Consultant
Six curated tips from the UNUM Storyboard about being a consultant. Storyboards are part of the UNUM Marketplace and empower creatives to quickly plan and publish themed social media feeds over a dozen days.

Ron Dawson
Content Marketer
UNUM STORYBOARD SERIES
UNUM Storyboards are pre-designed templates that allow you to create a branded and cohesive 12-day posting strategy around a central them. The information we curated was so good, we decided to include some of it on the blog. You can find all of our Storyboards at The UNUM Marketplace.
Elevate your presence on social with advice on consulting
Managing clients? We’ve compiled some of the core fundamentals of consulting to help you position yourself as a thought leader in the world of consulting.
Deliver quantifiable results
Consultants offer advice and expertise to organizations to help them improve their business performance in terms of operations, profitability, management, structure, and strategy. The workload can be heavy at times, and may stretch across multiple disciplines. Find your niche, and capitalize on your strengths.
Offer assessments
Find out what’s missing i.e. management skills or sales training for example. As a consultant, you have the unique role of being unbiased, and can provide a non-judgmental and fair synopsis, as well as provide advice on how to best move forward from an “outside” perspective.
Get creative with small businesses
The truth of the matter is that small businesses just don’t have the bandwidth to do it all themselves. This is where a consultant comes in and finds creative ways to help them take some of the work off their plate. This may include building a client’s website, writing content, or building a company social media presence for example. These are key items that every business needs, but that the client may not have the time for.
Empower clients
As a consultant, your goal is to empower your client through coaching, so that they will ultimately be able to solve problems and move forward without your help. Remember, you are there to guide and train, not to take over their job.
Set expectations
Managing your time and your client’s expectations is crucial to your success as a consultant. Be sure to set clear deliverables, communicate regularly, be transparent, and set realistic deadlines. Honesty is always the best policy.
To get more ideas, download the Becoming a Successful Consultant template in the UNUM Marketplace, where you can find this and other curated storyboards to help you elevate your presence on social media.
Be a good listener
Understand your client’s needs. A first impression goes a very long way in not only winning but retaining clients. Be transparent and share your experience and knowledge. It is all about gaining your client’s trust. A happy client is one that you will retain.
~~~~~
More Storyboards
Get the Consultant Storyboard at the UNUM Marketplace, where you'll find other Storyboards on topics like social media, marketing, fashion, race relations, and more.
Latest Blog Posts
Pinterest Hits 578M Users in Q2 — Here’s How to Plan Smarter in UNUM
Pinterest is having a moment. In its latest Q2 2025 earnings report, the platform announced that it now reaches 578 million monthly active users — up 8% year-over-year. Alongside user growth, Pinterest also improved revenue intake, climbing to $847 million in Q2, a 10% increase. What does this mean for brands and creators? Simply put: Pinterest isn’t just for mood boards and recipes anymore — it’s a powerful marketing channel with global impact. Here’s what you need to know about Pinterest’s growth and how to capitalize on it using UNUM.
Adam Mosseri Shuts Down Instagram Engagement Myth: Edits Do Boost Reach
The Myth: Editing Posts Hurts Your Reach
Meta vs. TikTok: Who’s Winning the Creator Economy War?
The battle for creator attention is heating up — and it’s more than just Reels vs. TikToks. Meta and TikTok are throwing cash, tools, and algorithmic love at creators. But who’s actually winning? Spoiler: It’s not as straightforward as you think.
The Biggest Social Media Updates of 2025 (So Far)
We’re just halfway through 2025, and already the social media world has seen major shifts across TikTok, Instagram, X (Twitter), and Snapchat. Whether you're a brand, creator, or social strategist—here’s what you need to know.
Facebook Cracks Down on Unoriginal Content: What Creators + Brands Need to Know (July 2025)
Meta just dropped a major update to the Facebook algorithm — and if your content strategy involves reposting, copy-pasting, or leaning on AI without customization… it’s time to pivot. In a move to prioritize originality and reduce spammy, low-effort posts, Facebook is officially restricting the reach of “unoriginal” content. Here’s what’s changing, what counts as unoriginal, and how creators and marketers can stay visible in the feed.
Read more
Join our Newsletter
Sign up to our newsletter for all things marketing.




