SOW 101 – An Overview of the Opportunities and Challenges

In this episode, Kip Wright, Founder & CEO of Wright Path Advisors, and Anna Frazzetto, Founder & CEO of AFM Strategic Partners, discuss the evolving world of Statement of Work (SOW) engagements and how they differ from traditional staffing models. They explore the opportunities and risks of adopting SOW, market demand insights, strategies for getting started, investment considerations, and sales process differences. Kip and Anna also share practical advice, early wins, and strategic focus areas to help firms successfully implement SOW and capitalize on client needs.

TechServe members can view the full webinar here.

View the blog from the original webinar here.

What You’ll Hear in This Episode:

• Introduction & Episode Overview (00:00)
• Kip Wright Introduction (00:44)
• Anna Frazzetto Introduction (02:02)
• Episode Goals & Structure (02:48)
• Defining SOW (03:49)
• Differences Between Staffing and SOW Models (04:35)
• Opportunities of SOW (07:50)
• Market Insights & Client Demand (10:07)
• Risks & Considerations (14:44)
• Getting Started with SOW (20:57)
• Investment & Scaling (26:27)
• Sales Process Differences (34:00)
• FAQs on SOW Selling (44:50)
• Case Studies & Early Wins (50:40)
• Strategic Advice & Focus Areas (55:38)