Draft the channels-and-access request
Packaged know-how that tells an agent how to do a job well.
You might say…
“A long access request list signals I'm going to be high-maintenance. This draft asks for exactly what I need and explains why each item earns its place.”
What it does
Drafts the concise message listing exactly what channels and access the advisor needs — Slack/Teams, shared calendar, email alias — scoped to communication scaffolding only, without over-asking.
Trigger: Use at kick-off to get the working relationship wired up — before the first session, when the client is most motivated to action setup tasks.
I/O: Client's communication stack + agreed async channel → draft access request message listing each item with brief rationale
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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