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  1. All courses
  2. Your Business Assistant: Client Calls and Follow-Ups, Module 3 of 6

Walk into every client call knowing what changed and what to decide

  • Your last call’s agreed plan“Launch every page together.”
  • Their latest email“Could bookings open early?”

Spot the shift

Brief for today’s call

  • Decide what launches firstBookings early, or every page together?

The plan you and your client agree on a call rarely holds until the next one: questions arrive by email, deliverables slip and small requests add time and cost. When your assistant sets everything since your last agreed plan against that plan and your signed proposal, it can show you on one page what changed, what each side owes and what each option for the decision would take. You stop digging through threads before each call and spend the call settling the decision with your client.

About 14 min of lessons
Course introduction
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