PEP TALK Be The Thermostat, Not The Thermometer

I discuss the common challenges that arise during the sales to project management (PM) handoff process. I share insights and strategies to ensure a smooth transition and set clear expectations for both sales and PM teams. By establishing a strong foundation and aligning the client's expectations with our process, we can build trust and deliver successful projects. Join me as we explore the key areas of friction and learn how to navigate them effectively.

00:27 Sales Overpromising

01:00 PM Conservatism

02:45 Understanding Client Needs

03:40 Differentiating from Staff Augmentation

04:36 Setting the Right Expectations

07:22 Establishing Boundaries

09:49 Shaping Client Expectations