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I rely mainly on referrals, so when you contact me you are probably already aware that my work is always result-driven and you already have an idea of how I can help you. However, if you have found me through a search I understand the importance of establishing a personal connection with my clients and would recommend an initial coffee meeting to get to know each other better.

Once it has been established that there is a good fit between us, I have a defined process to discuss the intended work. In my experience, consultations are always more productive when having the major stakeholder in the room as it allows us both to determine whether the work is within your budget, my skill set, and whether we need to include other resources who can assist.

We can then concentrate on clearly identifying the problem, and agreeing on what a good outcome would look like.

It is also helpful when you have a budget in mind, and preferably pre-approved.

This approach is conducive to establishing clear lines of communication and ensuring that everyone is on the same page before moving forward with deeper discussion and definition on the scope of the work.

After discussion with The business, they will finalise the definition of the problem and desired outcome for inclusion in a contract. We sign a contract that outlines these terms and appointing myself in a mutually agreed upon capacity, to ensure that the work undertaken will be fully supported by both parties. We agree on when work will begin and end ( subject to review on milestones) and how any additional resources required will be managed, especially if outsourced.

We setting milestones in advance to measure progress and a clear payment schedule which helps to maintain a transparent working relationship.

Delivering high-quality work within the agreed-upon timeframe is very important to me so taking the necessary steps upfront ensures that you know what you can expect and when.

I work on a % retainer paid upfront in the agreed fee schedule, and prompt payment on receipt of a monthly invoice.

It is helpful to have a clear understanding of how services will be delivered, to ensure successful, efficient, and effective project delivery.

Overall, outlining the preferred modes of communication, forms of reporting, progress updates, and meetings in the contract helps set expectations for both parties and contributes to a positive working relationship that prioritises open communication and transparency.

We will Define specific days where I will be on-site and ensure that key stakeholders availability for face-to-face meetings and workshops is agreed. This provides structure and enables the client to know when I will be working.

I will Complete other work at my home office and hold virtual support meetings whenever possible . I find this a good strategy to manage resources effectively, reduce time and expenses, and optimise working hours.