Direct contact
Email the export, explain the pain point, and get a fit check.
Start with a direct email describing what the export is, how often it appears, and what currently has to be cleaned by hand.
What to include in the first email
- What the export is used for
- How often the file is produced
- What currently has to be cleaned manually
- Whether there is an existing “correct” output example
- Any timing or reporting deadline that matters
What happens next
- Initial fit check by email
- Questions about the file shape and current process
- Decision on whether onboarding makes sense
- Then a scoped setup rather than an open-ended project
You do not need a polished brief
A rough explanation, a sample file, and a note on what “correct” looks like are enough to decide whether the work is a good fit for onboarding.
What happens after you email
You get a direct reply, a fit check on the file and the process, and a decision on whether it makes sense to scope the onboarding phase.