Page 179 - 2021 Detective Startup Training CIDI

2/23/2021

The Process Established
Clients &
Pigear.com has a Forms & Retainer Package… Contracts

Engagement Investigative Invoice
Agreement Report Client

Engagement Invoice Investigative
Agreement Client Report

New Clients & One-Off
Projects (almost everyone)

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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