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Goodwill Client Memo

Goodwill Client Memo. Dr. Lam TECM 4190. Purpose of Goodwill Client Memo. Establish goodwill/rapport Manage future work and relationship Clarify logistical information to the writer Describe scope and edits Call to action. General Conventions and Format. Keep it concise (1 page)

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Goodwill Client Memo

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  1. Goodwill Client Memo Dr. Lam TECM 4190

  2. Purpose of Goodwill Client Memo • Establish goodwill/rapport • Manage future work and relationship • Clarify logistical information to the writer • Describe scope and edits • Call to action

  3. General Conventions andFormat • Keep it concise (1 page) • Introduction • Logistical information • Scope and edits • Call to action

  4. Introduction • Should be brief (1-3 sentences) • Establish goodwill immediately • Provide a concise overview of edits/scope statement

  5. Logistical Information • Technical logistics – original and edited file name, location, etc. • Explain briefly what will be found in individual files

  6. Edits • Present edits logically • Chronological • Topical • Discuss edits comprehensively, but at a general level • Use politeness throughout • General payoff statements • Compliments

  7. Closing • Call to action • Payment next steps • Final recommendations • Close with goodwill statement

  8. General tips for goodwillmemo • Use visual design • Be thoughtful about your organization • Be polite! • Be thorough

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