Find the reason to reconnect

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

You might say…

“We haven't spoken to them in eighteen months — I need a real reason to reach out, not just 'checking in'.”

Reviews a dormant past client's history alongside the firm's current POV and capabilities to identify a specific, relevant hook for reaching back.

Trigger: Use when planning to re-engage a genuinely dormant client and needing to anchor the outreach to something concrete.

I/O: Past client history + current firm POV and services → specific reconnect hook with rationale

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.