September/October 2017 issue

Newsletter Details

16 pages. Features articles on: 1) A case history detailing the crucial role cultures played when two firms merged, 2) using the traditional telephone in soliciting and follow-up marketing, including sample scripts, and 3) how understanding client procedure speeds-up getting paid. Advice on:client requests for exclusivity, marking up stock, limiting agreements, distant prospects, cash versus accrual accounting, adjusting invoices, using a non-compete, and budget inquiries. Management Benchmark on: the expiration date standard on estimates and proposals. Supplementary download: presentation and proposal follow-up material.