Unleashed - How To Thrive As An Independent Professional

129. Improving the client’s experience: proposal phase [part 2 of 6]

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Synopsis

This is part 2 in a six-part podcast miniseries on how to improve the client experience. Episode 128 introduces the series. In this episode I discuss 29 suggestions for how to improve the client experience during the proposal phase. In Episodes 130-133, I'll be covering the next four phases in a project lifecycle: The proposal phase Onboarding / kickoff phase Project execution Wrap-up Post-project I learned this five-part framework from David A. Fields, and encourage everyone to visit his website: https://www.davidafields.com/ If you subscribe to the weekly Unleashed email, you'll receive a summary checklist that includes the points from the whole miniseries.  Sign up at: https://www.umbrex.com/unleashed-podcast/