When making any type of contract with your clients, many firms struggle to reach their deadlines and thus stick with a smaller client number and mostly those that they reach through recommendations. This limits the whole value of your business and restricts further expansions within and outside the country and makes you look less professional.

The advice we would give to businesses is a few simple things to pay attention to when making an offer to make the job easier, more consistent and less stressful. It’s more often than not that you get clients calling for questions, wanting no charge for the time spent along with other requests within the segment you cover, thus we propose you:

  • Make a mission with your team
  • Make a detailed plan
  • Review your processes
  • Evaluate the services you give

Doing this will align all your firm members with a single goal in mind and make you able to discuss effectively every step of the way. At that point, you can review your previous bad steps and slowly start moving towards your common goals. Then, finally, you can set up your services into categories and bundles in such a way to make them more understandable for your clients and create new opportunities for consistent cash flows into your firm.

Each bundle you set follows the level of service within it so your clients will always know what to expect for the money given. In this system, whenever your clients want more included, they will expect you to send a detailed invoice rather than calling you for additional services or delaying their payments. In turn, your employees will be less stressed, you will realize a consistent flow of funds and your clients will have a better experience working with you and will be more likely to recommend you.