Navigating Client Expectations: Scope Creep & Karmic Contracts

Harmonious business relationships, let's go. Tips for consultants, advisors, and clients with a scope of work or retainer.

Scope creep is when a project's scope grows past what was originally planned. The term usually references professional services like marketing or software development but can extend to and retainer engagement such as a financial advisor and client paying a percentage of AUM.

For consultants, advisors, or agencies providing services: hear how to tactfully handle scope creep. And hear when you should LET the scope creep.

Peggy: “You never say thank you.”

Don Draper: “That’s what the money is for!”

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Chapters

(1:10) Karmic contract

(1:55) Tips to handle extra requests

(2:28) Hourly rate mistakes

(3:37) Do you earn money or make money?

(4:40) Tips to avoid scope creep

(5:55) Paula Scher Citi logo ($1.5 million napkin)

(6:11) Phrases to request extra deliverables

(6:30) When I give freebies

(7:01 Money taboo (True Pain in Personal Finance)

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