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AICPA & CIMA ENGAGE 2021


PST2122 - PST2122. Perfecting Client Proposals


Jun 10, 2021 1:30pm ‐ Jun 10, 2021 2:45pm

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):

Tags: PST
Category: Concurrent Session (Onsite and Online)

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