Initial Consulting · SME · Getting Started · 6 Min Read
Many consultants offer a free initial session. Most of them mean a sales call. This is different. A genuine free initial consulting session helps both sides assess fit — here is exactly what it delivers, how to prepare, and what happens next.
A free initial consulting session for small businesses and SMEs should answer one question honestly: can this consultant actually help you? Not: can they sell you something? In 7 out of 10 cases, what is marketed as a free initial session is a structured sales process with a complimentary opener. The consultant talks, the pitch comes, and a proposal is waiting in your inbox before you have had time to think.
Simon Förstemann, growth strategist with 14 years of experience and 6 successful ventures, runs it differently. This article explains exactly how his free initial session works, what it can realistically deliver, what it cannot, and how you can make the most of it.
Key Takeaways
A first session is a mutual assessment. You assess whether the consultant fits your situation. The consultant assesses whether they can genuinely help. Both sides hold equal weight in that decision.
A good initial session ends with one of three outcomes:
What is never an outcome of a good initial session: a proposal presented during the call itself, before the situation has been properly understood.
Anyone who answers these five questions before the call gets three to five times more from the session than someone who arrives unprepared. With 30 minutes on the clock, there is no room for vague situation descriptions or background stories that could have been summarised in two sentences.
The clearer your problem statement, the more precise the assessment. Specific numbers help: revenue figures, current conversion rates, ad spend, team size. Generalities produce generalities in return.
If both sides see potential for collaboration, Simon Förstemann sends a written proposal within 48 hours. It specifies exactly what he will do, over what timeframe, at what cost, and how success will be measured. You then decide without any time pressure.
If the honest conclusion is that he is not the right fit, he says so directly — and names who he would recommend instead when he can. That is not a poor outcome. It is the entire point of a genuine assessment: to protect your time as much as his own.
What happens in a free initial consulting session?
In a genuine free initial consulting session, you and the consultant assess each other's situation. You describe your challenge, the consultant asks clarifying questions and shares a first honest assessment. There is no pitch and no package selling. The goal is mutual evaluation: does the question match this consultant's expertise? Does the consultant fit the company's culture and working style?
Is a free initial consulting session truly free?
Yes, the conversation itself costs nothing. The consultant invests their time because they are evaluating whether a mandate makes sense. There are no hidden costs. That said, a consultant who immediately pitches packages during the free session is treating it as a sales opportunity — which is not a model that serves small businesses or SMEs well.
How do I prepare for an initial consulting session?
Before the call, answer these questions: What is your biggest current marketing problem? What have you already tried? What are your growth targets for the next 12 months? What resources are available? And: what would a successful session look like for you? Anyone who answers these upfront gets three to five times more from the 30 minutes.
What red flags signal that a free session is really a sales call?
Watch out for: the consultant barely asks questions and mainly talks about themselves; there is a slide deck in the first meeting; a proposal lands in your inbox immediately after the call; there are "special terms" if you decide today; or the consultant agrees with everything you say. All of these signal a sales process, not a genuine initial assessment.
What happens after the initial session?
If both sides see potential for working together, Simon Förstemann sends a written proposal within 48 hours — specifying what he will do, over what timeframe, at what cost, and how success is measured. You then decide without pressure. If he concludes he is not the right fit, he says so directly and recommends an alternative where possible.
How long is the initial session and what does it cost?
The session runs 30 minutes and costs nothing. The first five minutes set the frame. Minutes five to twenty are your time to describe your situation. Minutes twenty to twenty-eight cover a first honest assessment. The final two minutes define the concrete next step — or explain clearly why there isn't one.
Ready for the next step?
30 minutes. No pitch. Just an honest assessment of your situation.
Book a time →About the author
Simon Förstemann
Growth strategist & marketing advisor with 14 years of experience. 6 ventures founded, 3 exits, Red Dot Award and German Design Award winner. Works 1:1 with decision-makers — no agency, no workshops that lead nowhere.
LinkedIn →