The Better Engagement Letter Checklist

An “engagement letter” is the point in the sales process when the rubber truly hits the road. When done well, an engagement letter allows you and your client to become aligned on any terms, objectives, services, and stipulations before starting to work together.

In this checklist, we will take a deeper look at an engagement letter's two key elements: the content and the workflow.

Ensure you have the 6 content elements every letter should contain, along with a better way to manage the engagement letter process and kickstart an amazing client experience.