Build the reference talking-points brief

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

You might say…

“They've agreed to be a reference — now I need to set them up so they know what to expect and what to say.”

What it does

Produces a short brief for a consenting reference client covering the likely prospect profile, engagement context to recall, and strengths they can speak to honestly.

Trigger: Use once a client has agreed to act as a reference, to prepare them before prospect calls come in.

I/O: Client engagement history + prospect profile context → reference brief (recall points, prospect profile, honest strengths)

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.

Start a conversation