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| client-facing:client-engagement-and-retention [2023/01/30 18:54] – removed - external edit (Unknown date) 127.0.0.1 | client-facing:client-engagement-and-retention [2023/01/30 18:54] (current) – ↷ Page moved from clientfacing:client-engagement-and-retention to client-facing:client-engagement-and-retention jaxestaxes | ||
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| + | ====== Client Engagement and Retention ====== | ||
| + | * Speak with the client | ||
| + | * Obtain information about the client' | ||
| + | * Assess the work that will go into accomplishing what the client needs | ||
| + | * Assess whether the company is capable of delivering what the client needs | ||
| + | * Offer the client a fee schedule in regard to the needs and wants | ||
| + | * Get soft acceptance of fee schedule and deliverables | ||
| + | * Insert the details of the arrangement into a Client Engagement Letter | ||
| + | * Send the Engagement letter to the client for signing | ||
| + | * Store the signed document and begin mobilizing to deliver services | ||