Consulting How-To's
Policies, procedures and best practices for consulting with the SBDC
Understand what is expected as a SBDC consultant and make sure to check in with your Center Director for their expectations.
CONSULT: You must be able to explain the services and expectations of your center. Make sure that you assess the client's needs and take notes to document in CRM
REPORT: Consultants are required to document and and track their activity in CenterIC
INVOICE: Invoice in a timely manner and ensure that your invoice hours match what has been inputed into CenterIC.
By completing consultant training modules 1-4, you have already signed off on these forms, but please review and refer back to these policies and procedures.
Below you will find a collection of webinars that cover some best practices when working with clients