Running Client Work
Kickoff, weekly updates, and the scripts that keep an engagement calm.
The client update email template (steal this one)
A copy-paste client update email template: five sections, under 200 words, with a filled-in example — and the extraction rules for what stays out.
The scope-creep conversation: four scripts for the conversations you've been avoiding
The four scope-creep patterns that come up most, with the response language for each, and how to say it without sounding defensive or apologetic.
The five-section Friday update that keeps clients quiet
The weekly update that takes 12 minutes, heads off anxious client check-ins, and reads as confidence instead of a defensive wall of text.
The first hour after a deal closes: what to ship a new client
Four artifacts to send in the first hour after a client signs — what each one signals, what to skip, and the kickoff trap most consultants fall into.
The client-meeting workflow that turns transcripts into next actions
Pre-brief, debrief, follow-up email — the three artifacts to produce around every meaningful client meeting, in 12 minutes total.