What would you like to learn about Asana?
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hola_reyna
Hey Paul! Love this update.

For #6 and presenting your proposal on the second call, do you have the consultation call and then book them a week later? Can you expand a little more on your process so I can add that to pipe drive.

Thanks!
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paulminors
So this is done after the initial 30-minute intro call. The 30-min intro is for us to meet and confirm we're a fit and that we can work together. If I then need to make a proposal, rather than just emailing it to them, I'll ask them at the end of the first call to book a second call a few days or a week later so I can present the proposal to them in person.
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hola_reyna
Got it. Thank you!