Run the pre-touchpoint reorientation pass
Reconciles what the advisor knew against what has changed — re-reading the strategic plan, flagged metrics, open threads, prior notes — into a current working model plus questions to surface.
In / outPrep packet (plan, metrics, open threads, session notes) → current working model + questions to surface at next touchpoint
You might say…
“Three weeks had passed and I needed to rebuild the picture before the session, not during it.”
What it does
Reconciles what the advisor knew against what has changed — re-reading the strategic plan, flagged metrics, open threads, and prior session notes — into a current working model plus a short list of questions to surface. Used as the deliberate single-sitting re-orientation that precedes a session or interim check-in, so judgement shows up grounded in current reality.
Trigger: Use as the deliberate re-orientation sit immediately before a session or check-in when meaningful time has passed since the last touchpoint.
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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