Draft the cadence-change message to a client

Packaged know-how that tells an agent how to do a job well.

You might say…

“I knew what I needed to say but kept worrying I'd damage the relationship if I got the wording wrong.”

What it does

Drafts the message proposing a cadence reduction or schedule change to a specific client — framing the rationale, offering an alternative, and protecting the relationship.

Trigger: Use when a rebalancing decision requires client buy-in rather than a silent internal adjustment — you know what you need but need the words.

I/O: Planned cadence change + client context → client-ready message proposing the shift

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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