Prepare the catch-up briefing

Packaged know-how that tells an agent how to do a job well.

You might say…

“I have shown up to catch-ups not knowing the person had just changed jobs — this makes sure that never happens.”

What it does

Pulls together a short pre-call brief on the contact — recent moves, current context, last conversation threads, and two or three genuine questions — so the consultant arrives current.

Trigger: Use just before a confirmed catch-up call or coffee to arrive prepared rather than improvising.

I/O: Named contact + CRM/news sources → pre-call brief with context, conversation threads, and questions

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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