Episode 129: Improving the client’s experience: proposal phase [part 2 of 6]
January 9, 2019
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
I learned this five-part framework from David A. Fields, and encourage everyone to visit his website:
If you subscribe to the weekly Unleashed email, you’ll receive a summary checklist that includes the points from the whole miniseries.