video1.0<iframe src="https://www.loom.com/embed/872e7dbd7ca54ab48d2df00fe86e1f3b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/872e7dbd7ca54ab48d2df00fe86e1f3b-0b2f6fcc388b9cdc.gif585.276In this video, I walk you through the two-question exercise we're using to help larger clients identify their outsourcing needs and constraints. I explain how to access and save the template, ensuring that each client gets a personalized version for their company. It's crucial to share the document with both myself and the client, making me the owner for confidentiality reasons. I also emphasize the importance of double-checking links to avoid sharing any confidential information from other clients. Please follow the outlined steps carefully and reach out if you have any questions.