Which job should you hand over first?
Updated October 2026
One job your firm does every week, that follows the same steps, where a person can check the result before a client sees it.
What makes a good first job?
- It repeats: every week, or every new deal.
- Same steps: roughly the same each time.
- The information already exists: in your email, call notes, docs, or CRM.
- You can check it: before it reaches a client.
What shouldn’t go first?
Pricing a new kind of work, a difficult client, and anything where one mistake costs you the account. There it pulls the history together, and you decide.
Where do firms usually start?
- Proposals: in the client’s words from the call, with your closest case study, ready to edit the same week.
- Quiet deals: a follow-up for every proposal that went silent, picking up where you left off.
- Client updates: the weekly note, pulled from your project tool and email, ready for whoever runs the account.
- Work outside the scope: spotted in the emails, with the change order written.
Then what?
One job at a time. Someone on your team checks what it writes for the first couple of weeks. Once they trust it, we take the next.
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