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David A. Fields is back on the show, this time to help me answer a question from listener Caroline Taich, who asked for best practices on what steps to take at the end of a long project to:
1) hand over deliverables
2) ask for recommendations and referrals
3) stay in touch with key individuals you've developed relationships with over the course of the project
We cover all three topics, and I found particularly helpful David's approach to asking for a recommendation.
I recommend that every consultant sign up for David's weekly blog posts: https://www.davidafields.com/blog/
If you like this episode, be sure to check out the other episodes with David:
1. Winning clients
170. How to make outbound calls
172. How to set up a CRM system
182. The David A. Fields Solo Practice Accelerator
190. Partnerships, Advisory Boards, and Gifts
221: How to convert leads to projects
259. Pandemic advice for consultants
264: How to run a world-class virtual workshop
By Will Bachman4.9
7575 ratings
David A. Fields is back on the show, this time to help me answer a question from listener Caroline Taich, who asked for best practices on what steps to take at the end of a long project to:
1) hand over deliverables
2) ask for recommendations and referrals
3) stay in touch with key individuals you've developed relationships with over the course of the project
We cover all three topics, and I found particularly helpful David's approach to asking for a recommendation.
I recommend that every consultant sign up for David's weekly blog posts: https://www.davidafields.com/blog/
If you like this episode, be sure to check out the other episodes with David:
1. Winning clients
170. How to make outbound calls
172. How to set up a CRM system
182. The David A. Fields Solo Practice Accelerator
190. Partnerships, Advisory Boards, and Gifts
221: How to convert leads to projects
259. Pandemic advice for consultants
264: How to run a world-class virtual workshop

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