Set out the prioritised next actions for the client
Turns the distilled state of play into a short, ranked list of the highest-leverage actions the client should take next, framed to remain actionable without the advisor.
In / outDistilled engagement state + client context → prioritised next-action list framed for independent follow-through
You might say…
“The handover needs to point forward — a summary without a path leaves them adrift.”
What it does
Turn the distilled state of play into a short, ranked list of the highest-leverage actions the client should take next, framed so they remain actionable without the principal in the room. Used to give the handover forward direction rather than only a backward summary.
Trigger: Use to give the handover document direction rather than only a backward summary of what was done.
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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