Caring for Clients – Level Up Leadership 2025

Master the art of client-wrangling: from getting clients through the door, scoping your work & fees, to disengagement when it's time to part ways.

In this unit, we cover:

• Client engagement process

  • Growing your client base – New Clients

  • Client acceptance and client engagement

• Fees and scoping

  • Value-based vs Time-based Models

• Managing client expectations

  • Expectations

  • Communication Tips

  • Managing scope creep

  • Growing your client base - Expanding Services with Existing Clients

• Obligations under TASA

  • Code of Professional Conduct

  • Keeping Clients Informed

    • Disclosure requirements

  • Do I have to report a client?

  • Client disengagement

  • Why Client Alignment matters?

• Checklists

  • Client Engagement & Onboarding

  • Pricing & Scoping

  • Managing Client Expectations

  • Growing client base

  • Meeting TASA obligations

Date recorded: 1 August 2025