Consultation
Proposal & Scoping Workshop
A half-day working session that tightens how partners frame scope, contingencies, and fees before work begins.
Who it is for
Partner groups that lose margin through soft scoping and last-minute discounts
Result you can expect
Shared scoping checklist and revised proposal language partners can use the same week
What is included
- Pre-workshop review of two live proposals
- Facilitated session for up to eight partners
- Post-session one-page checklist and example clauses
What sits outside this engagement
- Individual coaching beyond the workshop window
- Graphic design of proposal templates
How the work proceeds
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Pre-read and proposal samples
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Workshop delivery
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Written follow-up within five business days
Preparation
Nominate two proposals that felt underpriced after the work finished.
Constraints
Requires partner attendance for the full session.