We will now send clients, where we need approval, a proposal instead of an outline.

You can see the Lucid chart that explains the flow here.

Why?

1. Clients do not want to read all the details we include to make it analyst-ready.
2. They tend to get lost in the little details and will miss the big details, like clarifications.
3. Wonder is working hard on improved, more professional branding.
   1. Refrain from using contractions, as this is used in a less formal setting. Proposals and strategies are formal business documents.

What Will This Look Like?

We will create a strategy, but the client will not receive it. We will escalate it. Then, we will email the proposal to the client and create a post in #live-feedback for all projects.

Why?- This will let everyone be able to easily search by the project title and get up to speed.

<aside> <img src="/icons/exclamation-mark-double_blue.svg" alt="/icons/exclamation-mark-double_blue.svg" width="40px" /> Any RM can process an email that comes in through Zendesk. Just post the feedback in the correct post in #projects-in-progress. If the RM is off duty, and you are clear on what to do, go ahead and move the project forward, then post a status update in the thread.

</aside>

You Will Need

Wonder Proposal Master

• Create a copy to work in.
  • Check “share it with the same people”
• Place the name of the Proposal and the Client’s team.
  • Name of Project- Client Name
• Once you are finished, you will delete the explanations.
• Make the document “Comment Only”.

Wonder/Client Logos

• In this Canva doc, you can quickly use a snipping tool to grab the logo of the company you are working with linked to our own company logo.