Get on the radar of people who hire advisors
38 primitives in this stage — 34 skills · 4 agents. Concept-stage catalogue, kept vendor-agnostic.
Surface this week's dormant contacts and draft the sweep →
“Monday morning used to start with a blank list and a guilt spiral — now I open a batch of five contacts with hooks already pulled and drafts already written.”
Watch past clients' public channels for milestones →
“A former client just got promoted. I found out six months later. This agent makes sure that doesn't happen again.”
Surface upcoming events matching a buyer profile →
“I knew I should be in certain rooms this quarter but didn't know which rooms actually existed — this surfaces the options I didn't know to look for.”
Watch the community for relevant openings →
“I joined three communities this year but drift in and out — this watches for the threads worth showing up in so I don't miss them.”
Write a single personalised check-in message →
“The agent's draft gets the structure right but loses my voice — I use this to make it sound like me before I hit send.”
Draft the double-opt-in introduction →
“The intro is where most advisors either over-engineer the setup or bury the value — this gets the two-sided framing right in one pass.”
Draft a substantive reply to an inbound signal →
“When someone in my network reaches out, I want to respond like someone who actually pays attention — not a two-line pleasantry that forgets what we last talked about.”
Re-rank the top network to invest in →
“The audit gives me the staleness data — this is where I actually decide who I'm going to invest in for the next three months.”
Draft the personalised covering note for a shared piece →
“Forwarding a link without a note is a mass-mail habit — this makes the note genuinely theirs and worth opening.”
Surface which past clients each new piece is relevant to →
“I write something useful and immediately wonder who needs to see it — this skips the mental trawl and finds the right two or three people.”
Draft a check-in anchored to a specific past hook →
“Re-warming a past client without it sounding like I need work is the hardest thing to draft — the key is showing I remember what mattered to them, not that I've opened my calendar.”
Draft a personal acknowledgement of a milestone →
“The worst thing is to acknowledge a milestone and have it feel like an excuse to remind them you're available — this keeps it clean.”
Draft an informational new-capability note →
“I have something new I'm doing that's genuinely relevant to three past clients — this drafts the note that tells them without making them feel sold to.”
Draft the double-opt-in introduction messages →
“The quality of the intro note is what separates a connection that actually happens from one that gets left on read.”
Surface a postable angle from recent work →
“I have a vague sense something's worth posting but can't find the angle — this breaks the inertia and gives me three specific directions to choose from.”
Draft the post for the chosen channel →
“Knowing what to say and knowing how to say it for LinkedIn are two completely different problems — this handles the second one.”
Credibility and signal pass on the draft →
“My first drafts drift toward performance — this is the check that strips the filler and makes sure what's left is actually signal.”
Match outlets to buyer overlap →
“Writing a guest piece is wasted effort if the publication's readers aren't the people who hire advisors like me — this checks the overlap before I invest the time.”
Draft the pitch and the article →
“From the outline I approved to a submittable draft I don't need to rebuild from scratch — that's the time this saves.”
Craft a substantive comment for the thread →
“I have something to say in this thread but if I type it raw it'll come out either too long or too promotional — this gets it to one tight paragraph that earns the reply.”
Shape the contribution for the specific group →
“The same point lands differently in a peer Slack than in public — this calibrates the framing so it reads as a practitioner talking to practitioners, not broadcasting.”
Decide what to keep, cut, or shift →
“The instinct is always to do more — this is the discipline of killing the noise so what remains actually lands.”
Score candidate venues against positioning and reach →
“Saying yes to the wrong conference is two days and a flight I won't get back — this makes the quarter's venue decisions deliberate rather than reactive.”
Craft the memorable angle for a specific event →
“Showing up without an angle means I'll spend the day being politely unmemorable — this gives me one thing to say that earns the room.”
Stress-test the provocation against likely pushback →
“I chose an angle I believe in — this makes sure I can defend it when someone smart pushes back in front of everyone.”
Build a target-conversation map for the day →
“Walking in without a target list means I'll gravitate toward easy conversations rather than the ones that actually move something — this fixes that.”
Debrief the room and triage follow-up →
“Fifteen minutes after an event is worth an hour the next morning — this turns the raw debrief into a follow-up list before the detail fades.”
Draft a peer-level contribution to a live thread →
“Every community has its own register — posting something that reads as promotional is worse than not posting at all, and this keeps me on the right side of that line.”
Design the gathering's premise and provocation →
“Hosting a dinner without a clear premise is just an expense — the premise is what makes the room feel like your room.”
Curate and balance the guest list →
“A gathering of ten people where eight are the same job title is a missed opportunity — this balances the mix before the invites go out.”
Extract how others actually describe your work →
“I thought I was known for one thing; the language people were actually using told a different story — and I'd never have spotted it without reading it all at once.”
Name the gap between intended and perceived signal →
“The gap isn't always bad — sometimes what people say about me is sharper than what I say about myself, and that's where the real positioning is.”
Stress-test a candidate positioning against track record and market →
“The positioning felt right in my head — this is where I find out if it's actually earned by the work or just aspirational.”
Draft a sayable one-to-two-sentence positioning statement →
“Committing to a direction is the hard part — this is where it becomes a sentence I can actually say out loud to someone.”
Generate per-touchpoint copy from the positioning statement →
“I updated my LinkedIn but forgot my speaker bio still said the old thing — this drafts all the touchpoints in one consistent pass.”
Check existing touchpoints for residual stale positioning →
“I thought I'd updated everything but a stale LinkedIn About was still sending the wrong message to anyone who looked me up — this catches the ones I missed.”
Generate the three verbal pitch tiers →
“The positioning statement is written; these are the three versions I actually say when someone asks what I do in a lift, at a dinner, or on a call.”
Critique a delivered pitch for hedging and sprawl →
“The written version was clean — what I actually said had four hedges and a two-sentence buried lede, and I only knew because I read this back.”