Informational memo 1
DATE:
December 6, 2005
TO:
Mr. Kenneth Martin
President, BARTH Inc.
FROM
<Your Name>
Principal, Working Better Group
RE:
Request for service
Dear ……:
Thanks for your inquiry. I am pleased that Don Jones of McKenzie LTD spoke highly of our firm. I understand the need for confidentiality and assure you I will not speak of our upcoming meeting with him or any other client. Our approach is to have a principal or senior consultant talk with a client to understand their request, describe our capabilities, and determine if we should proceed into preliminary data collection or diagnosis of the situation. This preliminary data collection phase of our work together might be free or can be conducted for a set fee (which would be deducted from the overall cost of the engagement if you decide to proceed).
After analyzing the situation, we typically present our findings and recommend approaches. Only then would we develop a full consulting contract and action plan. My understanding is that we will have one hour on the 15th to get acquainted and explore working together. Before we meet on the 15th, it would be helpful to know:
• What caused you to contact our firm at this time?
• How you expect to proceed?
• The goal for this meeting — or any specific outcomes I should be ready to achieve.
• Do you have a specific agenda or would you want me to develop one?
• Have you worked with external consulting groups before?
o If so, what was positive about that experience? What would you change about it (specifically what would you have liked the consulting company to do differently)? AND What would you do differently to make it more productive?
o If not – What, ideally, would be the result of working with us? How do you see our firm being of help?
• Will other executives from your company attend this meeting?
As we are having difficulty connecting by phone, and you have suggested the matter is urgent, I would like to set a specific time for us to cover these general items so we can get the most from our face-to-face meeting.
Please let me know by email several times you would be available to talk (15 or 20 minutes should be adequate) so we can make sure your expectations will be met.
Regards,
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