Grow the account
32 primitives in this stage — 31 skills · 1 agent. Concept-stage catalogue, kept vendor-agnostic.
Monitor client market and leadership shifts →
"I can't manually track news across twenty accounts — I need something that surfaces what matters before I notice it myself."
Spot a genuine hook for a client →
"I have something worth sending — I just don't know if it's actually relevant to them or if I'm reaching."
Draft the value-adding note →
"I know what I want to say but I can't get the tone right — it keeps sounding like I want something."
Prep the check-in talking points →
"The call is in two hours and I don't want it to feel like I'm just checking a box."
Distil the call into signals and next touch →
"We had a good conversation but if I don't capture it now, the nuance will be gone in a day."
Judge the right moment and recipient to flag capacity →
"I have a window coming up but I don't know if reaching out now will feel opportunistic."
Draft the low-pressure availability message →
"I want them to know we're available without it sounding like a sales call."
Compose the relationship log entry →
"I need this written up properly so a colleague could pick up the relationship without me having to brief them."
Extract latent needs from client touchpoints →
"They said something in passing that felt important — I want to know if there's a pattern across our recent conversations."
Diagnose the real problem behind the signal →
"We keep describing their problem in terms of what they said rather than what's actually going on."
Bound the addressable scope →
"We know the problem but we're trying to eat too much of it — we need to draw a line."
Draft the engagement proposition or brief →
"I need to put something in front of them that they can push back on — not another exploratory conversation."
Iterate scope from sponsor feedback →
"They liked the direction but the scope is wrong — I need to reshape this without losing what landed."
Find the reason to reconnect →
"We haven't spoken to them in eighteen months — I need a real reason to reach out, not just 'checking in'."
Compose the re-engagement outreach tied to a brief →
"I want this to feel like picking up where we left off, not like a cold pitch to someone we used to know."
Infer the org's power and budget topology →
"We only know one part of this organisation and we're trying to figure out where else we could be useful."
Score adjacent areas against expansion criteria →
"We have five potential areas to pursue — I need to know which one to focus on first and why."
Choose the one or two areas to pursue next →
"We've done the analysis; now I need to commit to something rather than hedge across all of them."
Craft a natural reason to connect →
"I need to get in front of this person but I don't have a natural way in — I need a reason that doesn't feel manufactured."
Rehearse the relationship-opening conversation →
"I've done a hundred of these first meetings — but this one has a specific dynamic I want to think through before I walk in."
Shape a low-risk, easy-to-approve bridge scope →
"I need something they can say yes to easily — something that gets us in the room without requiring a six-figure sign-off."
Prepare the foothold session to maximise credibility →
"This is our one shot to show a new part of the organisation what we can do — I need it to land."
Draft a tailored testimonial request →
"I want to ask them for a quote but I don't want to make it feel like homework — it needs to be easy to respond to."
Tighten the returned client quote →
"They gave me something genuine but it's a bit long and muddled — I need it tighter without changing what they actually said."
Draft the case study narrative →
"The engagement went well but turning it into something a prospect will actually read is a different skill."
Prepare the client sign-off checklist →
"I don't want to send a draft for sign-off and get back a list of corrections — I need to catch everything first."
Draft the reference permission ask →
"I want to ask them to be a reference but I don't want it to feel like I'm putting them on the spot."
Build the reference talking-points brief →
"They've agreed to be a reference — now I need to set them up so they know what to expect and what to say."
Draft the warm intro and prospect prep →
"I need to make the introduction without it feeling staged — and the prospect needs to know who they're calling and why."
Draft the dual-sided post-call follow-up →
"The call happened — now I need to close the loop on both sides before any momentum is lost."
Frame the referral ask and ideal-target spec →
"I want to ask them to introduce us to someone — but I can't just say 'do you know anyone?' and expect it to work."
Draft a forwardable intro note for the client →
"They said yes to the introduction — now I need to make it as easy as possible for them to actually send it."