Engagement-model fit recommender
Packaged know-how that tells an agent how to do a job well.
You might say…
“I kept getting asked to 'be on the board' when what they needed was someone in the room weekly with actual authority. The model matters more than the title.”
What it does
Weighs the client's stated need, decision rights they're willing to cede, and the advisor's appetite against the four engagement models and recommends the best-fit form with runners-up ruled out.
Trigger: Use when you've diagnosed fit and must commit to a relationship type before designing its mechanics — fractional CxO, retained advisor, board seat, or coaching.
I/O: Client need, decision rights available, advisor appetite → recommended model + ruled-out alternatives with reasons
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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