Reason the take / decline / defer decision
Packaged know-how that tells an agent how to do a job well.
You might say…
“I kept saying yes to things I should have deferred because I couldn't see the full picture when the call came in.”
What it does
Reasons a clear take / decline / defer call on a specific inbound opportunity given the current portfolio state — capacity, renewal dates, conflicts — with justification and any conditions that would flip a defer.
Trigger: Use at the portfolio-level go/no-go moment — before any commercial conversation about a new engagement, not while negotiating it.
I/O: Inbound opportunity details + current portfolio state → take / decline / defer decision with reasoning
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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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