What do you do when a client asks to send you info how you work before discovery call
Hi! I was in the Q&A call today, but no one was there. I was was saving a question for this call that i wanted to act on quickly. I cant make it tomorrow night. Bit of context: My client worked on a sales strategy with her client. The client of my client (lets call her L) needs an execution team and my client referred me and someone else (as a team) for the execution part of the sales strategy. It is a project to create better online visibibilty for their business. I dont have a lot of context on the project to see if I am the right fit so I planned a discovery call on april 13th (L said thats when she would have time to do the call). She texted me 2 things: - to save the date for the project kick off (good sign) - if I could send her some information on how I work before hand Personally I dont want to send the info because I want it to be the right info for her situation. Now I would send something generic because I dont have the context, and I feel I might lose the sale if it is too generic. Of course I asked my client for a bit more context, but she was still quite vague about the specifics. I would like to know how you would handle this situation. What would you communicate to L. Looking forward to your input! Thanks in advance.