1
Check demand before adding a service
An acquisition can make another practice’s offer look broader. Review the client questions it might answer, the work your team could take on and whether an existing referral arrangement already meets the need before pursuing a new service.
Worth followingPractice acquisitions, specialist appointments and announced service launches.
2
Make the scope of your fees clear
A fixed-fee package invites comparison, but the work included may differ. Bring published inclusions and exclusions to the discussion, then check whether your proposals explain the support clients receive and where extra work is charged.
Worth followingPublic fee packages, service descriptions and changes to published exclusions.
3
Give client conversations a useful starting point
A client opens a site or changes its leadership. Consider whether the development raises a new question for the relationship. Ask the responsible partner to confirm the need before assuming the client wants more support.
Worth followingClient expansion, ownership changes and senior appointments.