Draft the welcome note with a concrete first move
Packaged know-how that tells an agent how to do a job well.
You might say…
“This isn't a 'looking forward to working with you' email. It's the first thing I say as their advisor — and it shows them exactly the kind of advisor I'll be.”
What it does
Drafts a short, deliberate welcome message that signals the start of the engagement with confidence and warmth, and optionally proposes one concrete near-term action for the client.
Trigger: Use as the first purposeful communication after signing — not a generic sign-off but a considered opening move that sets the tone.
I/O: Client context + opening tone read + optional first move → draft welcome note
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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