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Step 2: Client Meetings - Coggle Diagram

- - - - Proposal Meeting
        
        Create the proposal before the meeting takes place
        
        Have the contract ready to discuss thoroughly
        
        Present the proposal and price
        
        Client may or may not need to take extra time to review the contract, if they do, set a contract expiration date of 7 days.
        
        After it is signed move on to next step: Onboarding
      - Run an audit on their business that is relative to the service we are offering them
      - Tell them that we can fix it
      - Allow them to ask questions & make suggestions
      - Schedule the Proposal Meeting within 3 days (if possible)
      - Make sure that the services that are being offered are what the client actually needs