I'm in an awkward position where my client expects me to be both the strategist who develops the plan AND the person who executes it. Our agreement was for advisory services only. When I try to clarify the scope, they act like I'm being difficult. How do you maintain boundaries without seeming uncooperative?

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Let the manager/ partner know and deal with the client

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Refer to your SOW

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Send me the deal, I’ll take it!

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Refer to SOW, out of scope large items = we are happy to submit a scope change for extra $$

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… yes and

How are they expecting you to be there strategic and execution partner? Are they asking questions that are more execution specific? If that’s the issue, you should offer time with an execution person from your team at a later date. Don’t try to clarify scope by telling them how you cannot answer execution questions, that will seem petty. just say, let me take that back for you and figure out the best way forward. If you have a lot of questions, then offer an actual call with an execution person. Tell them that you will bring someone who can answer these questions in more detail on the next call. It should not be too hard to scope out a couple of hours from the project for this.

Think of it this way, if they love how you’re dealing with it and the execution person as they answer questions, you may actually bring in the execution business to the firm.

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