Description
Proposals are living documents that encompass the communication and
the spirit of the engagement that was set during your sales cycle. Proposals
are the foundation of the legal relationship between you and your clients, and
help set clear expectations for both sides. Failure to properly set the tone
can create friction in your working relationship, potentially costing you the
client. How can you mitigate some of those risks when you provide this first
deliverable to your client? Join Liz Mason as she shares ways to perfect client
proposals.
Learning Objectives:
1. Indicate how your discovery call sets the tone for the entire
engagement process and how to have your proposal mimic that.
2. Recognize how to set up proper scope for what you are doing, the
time frame you are performing it in, and how they will be billed.
3. Identify when updates to proposals should happen, and how to have
those conversations.
4. Recognize the value of branding and reflecting your culture within
your proposal.
5. Ascertain which technologies can help foster a streamlined proposal
process.
Learning Objectives:
- Indicate how your discovery call sets the tone for the entire engagement process and how to have your proposal mimic that
- Recognize how to set up proper scope for what you are doing, the time frame you are performing it in, and how they will be billed
- Identify when updates to proposals should happen, and how to have those conversations
- Recognize the value of branding and reflecting your culture within your proposal
- Ascertain which technologies can help foster a streamlined proposal process
Speaker(s):
Category:
Concurrent Session (Onsite and Online)