The client said yes. Now agree what that means.
The client liked the demo. Their next email already mentions integration, data migration and a separate approval process. Sales sees details; the team sees additional work. Everyone wants to start quickly, but there is no shared estimate yet.
Go straight to the possible work ↓A useful distinction
Is the proposal still being discussed, or has work begun?
Not sure yet: general approachGeneral approach
Where we could start
I would establish what was offered to the client and what scope the team understands. I would identify differences that need agreeing before another commitment is made.
What you would have
A comparison of the proposal and expected scope, with decisions still needed.
Who needs to be involved
The account owner, client and a delivery team representative.
Roles and decisions
The team provides estimates; authorised parties approve commercial terms.
This is a starting point for a conversation. We would check the approach against your task.
Prepare an enquiry
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