Final answer:
Pre-engagement collateral includes materials such as FAQs, scoping guides, customer service roles templates, and SKU and pricing sheets to provide potential clients with relevant information before formal engagement.
Step-by-step explanation:
Pre-engagement collateral refers to the set of materials or documentation that a business provides to potential clients before formal work engagement begins. These materials are important for setting clear expectations and providing prospects with the necessary information to make informed decisions about the services or products offered by the company.
Components of Pre-engagement Collateral
- Frequently Asked Questions (FAQ) - This document helps anticipate and address common concerns or queries potential clients may have, thereby reducing barriers to engagement.
- Scoping Guide - A scoping guide outlines the proposed services, defines project scope, and helps avoid scope creep by setting clear boundaries on what is included in the engagement.
- Customer Service roles template - This defines the responsibilities and contact points within customer service, ensuring clients know whom to contact for specific issues and support.
- Stock Keeping Unit (SKU) and pricing sheet - Listing the SKUs along with their pricing helps potential clients understand the cost structure and product options available to them.
These components form a comprehensive pre-engagement package that can help establish a transparent and productive client-business relationship from the outset.