In this video
Help the client understand the work before moving ahead. This lesson compares an initial analysis with an action plan, shows how to discuss assumptions and projections, and explains how to make the handoff concrete. It focuses on the client conversation rather than the software generation process.
What you’ll learn
- Explain the difference between analysis and a plan.
- Review facts, eligibility assumptions and projections.
- Agree on scope, responsibilities and follow-through.
Put it to work
Close with a clear next action, an owner and a time to follow up. Keep projected savings separate from confirmed outcomes.
About this walkthrough. The $250 analysis offer discussed in the video is conditional example pricing, not a universal platform price. Any fee-credit arrangement must be agreed and documented.