Prep the check-in talking points
Pulls together what is known since an engagement closed and produces light bilateral talking points and advisory observations for a relationship-maintenance call.
In / outRelationship history + post-engagement context → talking points and 1–2 advisory observations
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 you know since the engagement closed — how the programme's outcomes have landed, what has changed in the client's world, recent relationship history — and produces a light set of bilateral talking points and one or two advisory observations worth surfacing, keeping the call personal rather than transactional. Used to prepare for a periodic relationship-maintenance call with no opportunity behind it.
Trigger: Use before a periodic check-in call with a past client where no live opportunity exists.
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