Design the channel mix and response-time policy
Recommends which channels clients use between sessions and the response-time expectations for each — reasoned from the advisor's boundaries and client mix.
In / outAdvisor's boundaries + client mix → channel policy defining which tool for which purpose and response-time commitments
You might say…
“I had clients emailing, WhatsApping, and Slacking me simultaneously and I'd never explicitly said which one I'd actually reply to quickly.”
What it does
Recommends which channels clients use between sessions (email, Slack, WhatsApp, portal) and the response-time expectations for each, reasoning from the advisor's boundaries and client mix. Used when configuring or revising the comms setup.
Trigger: Use when configuring or revising your comms setup to set explicit expectations before the reactive drift has already happened.
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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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