Do not send a login and a loom
Agencies lose the second month when the client never watched the video and never moved a card. A live call, with their form and their calendar, is shorter than the support that follows a silent handoff.
On that call, submit a test lead together. Watch it hit the pipeline. Book a test time. Then stop. That is enough for a first session.
Leave them one job
Before you hang up, name the one thing they will do this week: answer the replies, or move the booked jobs, or check the missed-call thread. Not all three.
A product that asks for everything on day one gets used for nothing.
Write what you showed
A short note after the call — what was tested, what they own, what you still own — is the start of the support record. The next ticket should not begin from zero.
If the call cannot be described in half a page, it was not a product. It was a tour.
