Build a referrer-ready positioning brief
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.
In / outAdvisor positioning + engagement context → referrer brief (positioning sentence, best-fit situations, adaptable intro message)
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, the situations you are best for, and a suggested intro message they can adapt. Used right after a client agrees to refer, so the introduction carries the right context.
Trigger: Use right after a client agrees to refer, before the introduction is made, so the right context travels with it.
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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