59. Letter of engagement template
Improve your efficiency | Improve your client experience
Manage your client expectations with this pro-forma 'Letter of engagement' template.
In terms of a service promise at the beginning of a client relationship, do you document for your clients’ understanding and agreement, what advice you will be providing to them, how their choices will be respected and responded to and then how the outcomes will be implemented? Do you in turn discuss and document what is expected of them: supplying the necessary information in a timely manner?
This well written, plain English, non-jargonised template is just what you need.
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