Prep the check-in talking points

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

You might say…

“The call is in two hours and I don't want it to feel like I'm just checking a box.”

What it does

Pulls together what is known since an engagement closed and produces light bilateral talking points and advisory observations for a relationship-maintenance call.

Trigger: Use before a periodic check-in call with a past client where no live opportunity exists.

I/O: Relationship history + post-engagement context → talking points and 1–2 advisory observations

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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