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Meet them where they are 1 pager. You can copy this to your own drive and make edits, brand it, and use it to help your clients and referral partners understand your role.
https://docs.google.com/document/d/1OWr8js-qrmV9gfnanBQS4IXlwK9ey53cJ-1qB1du0z8/edit?usp=sharing
Example: Branded meet them where they are flyer.
https://drive.google.com/file/d/1LML0D56wIozP_UqcMDuZWyxVSPC6Klws/view?usp=sharing
