Prepare the catch-up briefing
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.
In / outNamed contact + CRM/news sources → pre-call brief with context, conversation threads, and questions
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, what is going on in their world, last conversation threads, and 2-3 things to genuinely ask about — so the consultant arrives current and the conversation deepens the relationship. Single judgement call run just before the meeting. Distinct from drafting the invite.
Trigger: Use just before a confirmed catch-up call or coffee to arrive prepared 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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