Review the task.
Choose the prospect or staff question and the information needed for the next action.
Project process
Follow one inquiry or proposal through the practice.
Use an anonymized example to find what staff keep copying, rewriting or asking for.
Check sources and current tools.
Review approved content, confidentiality requirements and supported customer or project-system options.
Agree on a first result.
Define the change, review steps and checks. Plan around active engagements with a recovery option.
Try changed and incomplete cases.
Use fictional clients and documents to check missing details, revised material and client visibility. Keep tests away from real proposals and client communications.
Hand over the maintenance.
Document who approves content, maintains templates and follows up on failed connections. Agree separately on ongoing support.