Page 195 - 2022 Colorado Investigative Development Institute (CIDI)

6/3/22

The Process Established

Clients &
Get a Forms & Retainer Package… Contracts

Engagement Investigative Invoice
Agreement Report Client

Engagement Invoice Investigative
Agreement Client Report

New Clients & One-Off
Projects (almost everyone)

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LET’S START WITH THE BASICS…

YOUR COMPLIANCE TO THESE RULES WILL IMPACT BOTH YOUR
INCOME AND YOUR CASH-FLOW FOR AS LONG AS YOU'RE IN BUSINESS.

THE BASIC RULES

- Get the quote, engagement agreement, and invoice out as fast as possible (with
payment link). Quotes don’t age well.
- Start no work until the signed agreement and the retainer is in (This doesn’t
include quote research).
- Keep an eye on your hours. Stop working when the retainer is used up.

QUALITY CHECK ALL REPORTS:
No report goes out without at least two sets of eyes looking at it. Triple check
spelling, grammar, opinions, and layout. No report goes out without it being perfect.

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