Use open prompts: what outcome matters, how they’ll measure, who signs, what could kill it, and where creative comes from. Mirror phrasing, confirm numbers, and gain permission to advise. These steps prevent mismatched expectations and unlock candid conversations about budget, testing windows, and risk tolerance.
Send clear one-pagers within twenty-four hours, restating objectives, deliverables, calendar holds, specs, and pricing. Include optional upgrades, creative deadlines, and reporting cadence. Provide an e-sign link, W-9, and invoicing details. Empathy shows in speed and clarity, converting post-call goodwill into concrete approvals before excitement cools.
Enter discussions with prioritized levers: placement, timing, frequency, and integrations. Trade where impact is lowest for you yet visible to them. Keep counters brief, offer two clear options, and protect precedent by documenting exceptions, letting you say yes thoughtfully without eroding long-term pricing power.