Thanks a lot for scheduling an initial call with me. Giving you this opportunity to consult with me on your immediate issues is the best way to demonstrate the value I can bring to you and your team.
During the first 20 mins of the call, you can ask me to advise you on any topics that is of immediate concern to you. Hopefully my advice will prove useful. Then we will use the last 10 mins to see if there is an opportunity to work together and what the next steps would be, if any.
Confidentiality & NDA
I will send you shortly my standard Unilateral Non-Disclosure Agreement for electronic signature through Adobe Echosign. This NDA does not create any obligation on your side but binds me legally to keep all your info strictly confidential. Signing this NDA is entirely optional. I will keep your info strictly confidential even if you don’t sign it of course, but I always suggest signing it for peace of mind, and it takes only 2 mins to e-sign it. You can also sign it after our call and still gets the same protection as it also covers past information.
Optional (but highly recommended) call preparation
There are no requirements to share any of your data before our call, but I highly recommend sharing with me your Google Analytics data and key metrics prior to our call, ideally at least 1 business day before, so that I can review it and prepare our call with your data. I will be able to offer much more valuable feedback if I have done some analysis of your data beforehand.
To share your Google Analytics data with me, please add my email address email@example.com to your list of users (instructions here). I only need the lowest permission level labelled Read & Analyze.
To share your key metrics, please use the secure form below (this connection is encrypted with SSL):
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This is the only data useful at this time. If we do work together, then your other web analytics data, heatmap/scrollmap data, events-based analytics data, A/B testing data, etc. will be critical, but not at this stage.
If you have any questions on any of this, just let me know at firstname.lastname@example.org!
I am looking forward to our call.
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