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Forget Long Contracts: Embrace Phased Proposals for Client Success

Updated: Apr 25

¿Estás cansada of lengthy client contracts that test your patience and sanity? I'm right there with you, amiga. In the dynamic world of service-based entrepreneurship, where we aim to make a significant impact through our expertise, getting bogged down by extended commitments can feel like a trap, leading us into projects that morph into unrecognizable beasts over time.



Scope Creep and Misalignment: The Unwanted Guests

We've all been there – the project starts with clear goals, but as time passes, the client's needs evolve (or devolve), leaving us chasing a moving target. Suddenly, you're not just a consultant; you're a magician expected to pull solutions out of a hat. The client's initial XYZ needs have backtracked to ABC, and here we are, recalibrating our strategies on the fly.


The Strategy-First Approach: A Game Changer

The pitfall many of us face, from seasoned jefas to emerging leaders, is the leap directly from identifying a need to executing a solution without pausing for strategic planning. Yes, the impulse to dive in and solve problems is strong – we're problem-solvers by nature, after all. But without laying a strategic foundation, we're building castles on sand.


Phased Proposals: Your New Best Friends

So, here's my mantra: say adiós to selling comprehensive, long-term contracts upfront. Instead, welcome phased proposals with open arms. This approach not only safeguards your sanity but also aligns better with client needs and market dynamics.


The Magic of a Proprietary Framework

Imagine breaking down your offerings into digestible, impactful phases:

  • Phase 1: Research & Strategy

  • Phase 2: Initial Implementation

  • Phase 3: Ongoing Optimization

This structure empowers you with flexibility, control, scalability, and the ability to charge what your expertise truly deserves. Plus, it's a surefire way to prevent scope creep and ensure your efforts are focused on making a tangible difference.


A Real-World Scenario: Turning Challenges into Opportunities

Let's say a client comes to you with concerns about high employee turnover. The easy route? Jump straight into solutions like management training. But without understanding the root cause, you might be applying a Band-Aid to a broken arm.


Enter the Phased Approach:

  • Phase 1: Conduct an Employee Experience Audit to uncover the real issues.

  • Phase 2: Tailor Management Training to address these specific challenges.

  • Phase 3: Offer Implementation Support to ensure sustainable change.

This method not only positions you as a strategic partner but also opens doors for extended engagement and referrals. It transforms clients into champions of your brand, eagerly introducing you to their network.


Actionable Tips for Implementing Phased Services

Ready to revolutionize your service offerings? Here are five strategies to start phasing your services effectively:

  1. Chunk Down Services: Can your 12-week program be split into a 6-week strategic planning phase?

  2. Lead with Research: Start with audits or assessments to diagnose before you prescribe.

  3. Pilot Projects: Propose a short-term sprint to test the waters before committing to a long engagement.

  4. Frame as ‘Phase 1’: Position any service as the starting point of a journey, setting the stage for further collaboration.

  5. Establish Recurring Check-ins: Incorporate regular strategy sessions to keep the project aligned and agile.


Embrace the Strategy-First Paradigm

By leading with strategy, you empower your clients and yourself to navigate projects with clarity and purpose. Phased proposals offer a roadmap to success, ensuring each step is impactful and aligned with both your client's goals and your business ethos.


Download Your Guide to Success

For more insights into crafting offers that resonate and create lasting impact, don’t miss out on my free guide: Unstoppable Guide to Growing Your Brand. Together, let’s redefine success on our terms, making long, unwieldy contracts a thing of the past.

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