Deliver the path-forward decision to the client
Packaged know-how that tells an agent how to do a job well.
You might say…
“We've decided we can't do this engagement as-is and now I have to tell the client — without it feeling like we're abandoning them or that we missed something in the sale.”
What it does
Drafts the communication to the client conveying the escalation or exit decision — framing the situation professionally, stating the decision clearly, and (where applicable) offering a path forward.
Trigger: Use when an escalation or exit decision has been reached and must be communicated to the client in a way that is clear, professional, and preserves the relationship.
I/O: Path decision (escalate / exit / modified scope) + rationale + client context → client communication draft conveying the decision and next steps
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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