It is a big leap to ask someone for their app and documents after one phone call.
Even if they saw you on social or heard about you from a friend, that trust is not automatic.
A short pre proposal step changes everything.
Showing how you think, how you run numbers, or how a strategy could work gives people confidence before they commit.
Some clients are ready right away.
Many are not.
This step is not about giving away work for free.
It is about warming the conversation so the app and documents feel like the natural next move.
Old rules like no docs no talk are fading.
