Should you send the PACT first and require it be signed before sending a deck? I know this has been answered 100 times over but I have conflicting information in my notes from different webinars we’ve seen. Is it step 1) meeting 2) get pact signed 3) send deck? Or can step 2 & 3 just be combined.
Community Member
I recommend (1) call, (2) email follow up, (3) PACT, (4) deck and (5) meeting. This is a similar approach this is outlined in the Decile Hub stages layout.