She’s awful

“She’s awful. I refuse to accept the latest invoice!”

The client wasn’t pleased.

“Let me have some time to check this out, and I’ll get back to you.”

D was in tears when I told her about the call.

“She kept changing her mind and asking me to rework the build. Almost every day, she’d do this!”

“Did you keep a log of her requests? Did you document anything in your time sheets?”

D shook her head tearfully.🥺

When a consultant is working with a client on a ‘staff augmentation’ or ‘body-shopping’ capacity, things like this happens.

Without keeping a paper trail and meticulous time log, it’s near impossible to refute any customer allegations.

Sadly, this stayed on D’s record but she learned a valuable lesson in how to #CYA (Cover Your Tooshie) 😬

Whether you’re working for a small or large #salesforce partner, or any consulting software partner – it pays to be diligent about documentation and time sheets.

Just In Case.

What other CYA things do you do because your bottom’s been burned before? 🔥

#OnThePeiroll
#ConsultingTips