Sam is pleased with your proposal, and as you had agreed, you write the engagement letter, and Sam signs it. You meet with Seth and Anna to share the good news: you have brought your first client to T&M.

You also want to discuss strategies for working with your new client. As Seth, Anna, and you have coffee in Anna’s office, you spell out the details of what has transpired between Sam and you. You all agree that committing this information to writing is a good idea. You head back to your office to write the Planning Memo/ Memo to File.

Write a planning memo/memo to file summarizing the chronology of events in securing Sam’s Super Deli as a client. Make sure Anna and Seth understand that Sam is a client that you have brought to the firm and that he wants you to personally handle and head up the audit and any other services that he may require. Note: Your tone here is important. You want to sound confident and focused, but you do not want to sound demanding or pushy.

Start with your marketing idea, the invitation to speak at the conference, how you met Sam, and what you discussed. You do not have to include information contained in your proposal; pretend you have attached the proposal as well as the engagement letter.

Tell what and how you plan to work with this client and your hopes of getting more work beyond the audit from him.

You might end with a list of action items, or an offer to be a resource if there are questions, or an offer to set up a follow-up meeting for further discussion.

Please write a planning memo for Sam Super Deli for Audit service.

Additional Information:

You and Sam have been in touch since the Palm Beach Business Development Luncheon, and he has expressed interest in your working on his business audit. The two of you make plans to meet for lunch, but this time at his deli in Boca.

Sam would like a proposal for the services you (T&M) can offer. If he likes the proposal, he is prepared to sign a follow-up engagement letter.

You go back to the office to start work on the proposal. You have learned the Sam’s Deli is a privately-owned company with annual sales of 1.2 million. The two locations combined have 40-50 employees at any given time. The company has an outstanding bank loan.