Pre-session context-refresh brief
Assembles last session's open threads, follow-up items, and client-sent materials into a single pre-session readiness brief.
In / outSession log, prior notes, client-sent materials → one-page readiness brief (decisions made, open follow-ups, material summaries)
You might say…
“I hate walking into a call and realising mid-sentence I've forgotten where we left things.”
What it does
Pulls together what happened last session, the open follow-ups flagged for this slot, and any materials the client sent, into a one-glance readiness brief so the advisor walks in contextually sharp. Used immediately before a specific scheduled session.
Trigger: Use when you have a scheduled client session in the next few hours and need to re-enter their world quickly.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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