Use proposal viewing records to decide which scope, schedule, or cost question to bring into the next consulting meeting. Do not use them as a substitute for the client’s stated review result.
What should be prepared before the meeting?
Confirm the proposal revision, recipients, meeting date, and open decisions. Put scope, timeline, fee structure, client responsibilities, and exclusions into sections that can be referenced without searching the entire deck.
FeatPaper can show revisit timing and pages that received more attention. Compare those observations with the client’s earlier questions. A page record may indicate where to ask for context, but it does not explain the reason by itself.
How should the viewing period be set?
Set the viewing period to the active review window and tell the client when it ends. If the proposal remains relevant after that date, define an extension or replacement process.
The setting manages when the document can be opened. Requirements for confidential information, downloads, or onward sharing need their own review and controls.
What should the next agenda contain?
Choose no more than a few unresolved items. For each, prepare the current assumption, the client input needed, and the effect on scope or schedule. Send the agenda before the meeting so additional stakeholders can join if necessary.
Consulting review checklist
- Is the current proposal revision confirmed?
- Are scope, schedule, fees, and responsibilities easy to locate?
- Are viewing observations paired with explicit client context?
- Does the access window cover the review process?
- Does each agenda item name a decision or question?
What remains for native review?
An English reviewer should check consulting terminology, fee and scope language, and the boundaries around viewing records and access periods.