154. Why upfront goal setting will help you win deals and save projects from disaster
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Do you get clear on business outcomes during your initial sales discussions?
Do they make it into your proposal?
Do they get referenced during and after the engagement?
If not, chances are you're not winning as many deals as you could, and you may run into challenges down the road even if you do.
In this episode, I talk about why capturing your client's business goals during the sales process and including it in your proposal is immensely valuable to the success of your projects.
Doing this upfront and including it in your working Trello board (or whatever you use to store information) is key to actually achieving the things your clients want you to, making for better relationships and results for everybody.
Give this a listen and let me know what you think!
—k
P.S. I did a training on this for members of Mindshare Pro today, including where and how I incorporate this information into proposals.
And yes, I do proposals and agreements even for my productized consulting services. Sign up to get access to these trainings, resources, and monthly group coaching calls here: https://mindshare.fm.
Do you get clear on business outcomes during your initial sales discussions?
Do they make it into your proposal?
Do they get referenced during and after the engagement?
If not, chances are you're not winning as many deals as you could, and you may run into challenges down the road even if you do.
In this episode, I talk about why capturing your client's business goals during the sales process and including it in your proposal is immensely valuable to the success of your projects.
Doing this upfront and including it in your working Trello board (or whatever you use to store information) is key to actually achieving the things your clients want you to, making for better relationships and results for everybody.
Give this a listen and let me know what you think!
—k
P.S. I did a training on this for members of Mindshare Pro today, including where and how I incorporate this information into proposals.
And yes, I do proposals and agreements even for my productized consulting services. Sign up to get access to these trainings, resources, and monthly group coaching calls here: https://mindshare.fm.
