Engage in verbal conversation before sending a written proposal


  1. Initiate conversations before drafting proposals.
    Before jumping into writing proposals, schedule meetings or calls with clients first to discuss project details verbally. This allows for a clearer understanding of expectations and requirements before formalizing any agreements in writing. The meeting can be done online or face-to-face, depending on what works best for both sides.
  2. Encourage your clients to give feedback.
    Foster an atmosphere where clients feel comfortable providing immediate and honest feedback during discussions. This openness promotes better communication and ensures that both parties are aligned throughout the negotiation process.
  3. Bill for in-depth analysis when needed.
    When your client is facing complex challenges that require in-depth analysis, offer diagnostic services as a billable initial phase of the engagement. This ensures that the time and effort spent on understanding the client's needs are compensated appropriately.
  4. Clarify the distinction between proposals and contracts.
    Clearly communicate to clients that verbal proposals serve as preliminary agreements, while written contracts formalize these agreements. Emphasize that proposals are not persuasive tools but rather reflections of verbal agreements reached between both parties.


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