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Question about the onboarding doc that made me lose a $14k consulting gig
I sent a 22-page onboarding doc to a new client in Phoenix last month and they went quiet on me for 9 days. Turns out their ops lead read page 4 and quit reading because it felt like homework. How short do you all keep your kickoff docs before clients actually read them?
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annajenkins19d ago
Mine was so long last year the client asked if it came with a workbook and a nap. Two pages max now, then we just talk it out on a call.
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