Design a relationship check-in agenda
Generates a tailored agenda for a periodic relationship check-in calibrated to the engagement's stage and recent history.
In / outEngagement stage + recent interaction history → tailored check-in agenda with questions covering usefulness, cadence, format, and next needs
You might say…
“This meeting is about us, not the work — I need questions that actually surface what's not being said.”
What it does
Generates a tailored agenda for a periodic relationship check-in — questions that surface how the engagement is landing, whether cadence and format are working, what feels useful or not, and what the principal most needs next — calibrated to the engagement's stage and recent history. Used to prepare a check-in whose explicit purpose is the working relationship rather than delivery of advice.
Trigger: Use when preparing a check-in whose explicit purpose is the working relationship rather than delivery of advice.
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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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