Design the channel mix and response-time policy
Packaged know-how that tells an agent how to do a job well.
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 and the response-time expectations for each — reasoned from the advisor's boundaries and client mix.
Trigger: Use when configuring or revising your comms setup to set explicit expectations before the reactive drift has already happened.
I/O: Advisor's boundaries + client mix → channel policy defining which tool for which purpose and response-time commitments
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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