Updated: Dec 19, 2019
Wouldn’t it be great to start the New Year with a clean slate?
By discussing the following three topics with your clients before Year End, you’ll make a clean sweep of the past … and you’ll be ready for a fresh new beginning next year!
1) Proposals Submitted: Which are still still relevant, which are on the backburner, and which should be canned.
2) Work Performed: What has gone well, what could be improved, and what still needs to be done.
3) Invoices Raised: What can be invoiced now, and what will be settled before year end.
Simple in concept, but make a point of doing these three things and you’ll go on holidays with the peace of mind of knowing that you’ve settled all outstanding client matters.
There’ll be no more uncomfortable feelings in the back of your mind about unresolved issues that still need to be tackled when you return!
Instead you’ll be able to pick up the phone to your client in the new year, talk about the holidays, and focus on the now and the new!