• The Contract

    During the discovery meeting, the prospective client informed you that there is a standard contract that needs to signed. We discuss common terms that every consultant should understand as well as business impacts. Understanding the terms and business implications assists with facilitating conversations with your attorney.

  • The Proposal

    You have spent weeks or months cultivating a relationship until the prospective client asked to meet to discuss an opportunity. You crafted and discussed an approach. Agreement achieved! The business side is about documenting that agreement in a proposal (or statement of work) and then obtaining the necessary signatures turning the proposal into a contract.

Walk Away With...

  • Understand the two sides of contracts: the legal side offered referred to as a standard contract or master agreement; and the business side which ties to a proposal letter or statement of work (SOW).

  • Understand the business impact of sixteen legal* terms found in standard contracts or master agreements and determine if there are any industry or specific consulting legal requirements.

  • Understand the proposal letter and statement of work (SOW) formats that leverage your discovery meetings findings and build upon the agreed proposed approach.


Legal - Business - "Contract"

    1. Proposal and Signed Contract Overview Message by Laura

    2. Compelling Proposal, Signed Contract! Objectives and Outcomes

    1. What is a Contract?

    2. The Legalize of a Contract

    3. The Contract: Legal Side Workbook

    1. The Proposal: Business Side Workbook

    2. Proposal Versus Statement of Work

    3. 11 Key Sections of a Proposal Letter

    4. Statement of Work

    1. Frequently Asked Proposal and Contract Questions

    2. Books to Consider for More Information...

Step 8 - Create a Proposal Based on "Their Ask"