How to send a try
desk
I used to write a walkthrough. Nobody opened it. The ones people actually used were shorter than I wanted them to be.
A try is a link, a couple of pictures, and what you did. That is the whole object. Not a product. Not a deck.
The link is the thing they can click without you. A sheet. A mapped export. A small page that takes this week's folder and writes the eight columns. If they have to request access, it is not a try yet.
The pictures are so they can see if it is their mess before they click. Two is enough. The PDF that looked hopeless. The sheet after. Crop the names. You do not need a before-and-after brand.
What you did is three or four sentences. I used the cleanup already in Excel. I did not add a login. I still opened three PDFs to check the totals. They mostly matched.
Checking is still the job. If you skip that line they will treat the try like finished work, and then Friday vendor 12 used a different layout and it is your fault. Say what you checked. Say what you did not.
I have sent tries that were a CSV and a screenshot from my kitchen table. Those landed more often than the polished ones. The polished ones were hiding a step.
Try is the word on purpose. The other one makes people stop looking. A try can be wrong. A try can be "use the export you already have." A try can be someone else's Friday and not yours. You keep the one that fits. You decide.
Do not send a quote. Do not send a demo calendar. Do not send happy to jump on a call. That is a pitch. A try they can open without you on the line.
If two people send one, that is fine. The person with the problem is not hiring. They are seeing if Friday gets shorter.
The habit holds if you send it in an email. Link. Pictures. What you did. Then stop talking.