Tip #14: Send the Productivity Plan and your agreement before the time you said you would.

Using the preferred mode of communication the client told you, let her/him know that you have the plan ready to go over together – and be prompt about it. We’re talking about first impressions here. And, speaking of first impressions, PLEASE don’t have any typos or mistakes…do a double- and triple-check before you send it.

Set up a time to go over the Productivity Plan and agreement by phone. Then, just before that time, e-mail or fax the plan and agreement to the client. Review the PP together, discuss it, make changes where needed. Then go over the agreement together, discuss it, make changes that are agreeable to both of you.

At this point, one of two things will happen:

#1: The client will be ready to get started ASAP. Great! Send a revised version of the plan and agreement for him/her to sign and send back to you.

#2: The client will need some time to think about it. Tell him that’s fine. Suggest that you’ll call or e-mail him (whatever he prefers) on XXXXday (two days from today) to follow-up. Make sure you make him feel comfortable to call or e-mail you with any questions or concerns in the meantime.

When you do follow-up, begin the conversation with another idea you thought of to improve productivity for him…be proactive!…show him you’re committed to saving him time, $$$ and to helping his business grow and prosper! He won’t be able to refuse…remind him that you have that 60-day probationary clause in your agreement. If he’s not comfortable with the arrangement and/or your performance after 60 days, you can part as friends.