Build a referrer-ready positioning brief

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

You might say…

“They agreed to refer me — now I need to give them the words, or the intro will land wrong.”

What it does

Produces the language the referring client needs to describe the advisor accurately — a crisp positioning sentence, best-fit situations, and a suggested intro message they can adapt.

Trigger: Use right after a client agrees to refer, before the introduction is made, so the right context travels with it.

I/O: Advisor positioning + engagement context → referrer brief (positioning sentence, best-fit situations, adaptable intro message)

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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