Prepare the exploratory-call brief and agenda
Assembles a pre-call brief for a prospective partner: their client base and referral flow, discovery questions, firm talking points, and a next-step ladder.
In / outProspective partner profile + shortlist rationale → pre-call brief with questions, talking points, and next-step options
You might say…
“I have gone into partnership calls underprepared and talked past each other — this makes sure I run a structured conversation instead.”
What it does
Single-judgement skill that assembles a pre-call brief for a prospective partner: what is known about their client base and referral flow, the questions that surface concrete overlap, the firm's positioning talking points, and a proposed next-step ladder. Used just before the call so the consultant runs a structured conversation rather than improvising.
Trigger: Use just before an exploratory call with a prospective partner to arrive with a structured agenda rather than improvising.
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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