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Mutual NDA (Non-Disclosure Agreement)
This Mutual NDA protects everyone’s interests and contributes to a trusting long term relationship with every new customer. It is an easily read document, so your client should be comfortable reviewing it without feeling the need for a lawyer. (No confusing "party of the first part" text.)
Plan Letter: On to Needs Analysis
You’ve had a positive first meeting. Now it’s time for the critical next step. Get expectations in writing in a Plan Letter, and you’ll have a good foundation for moving forward into Needs Analysis.
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