Make the proceed / blocked recommendation
Packaged know-how that tells an agent how to do a job well.
You might say…
“I kept pressing forward with partial data and the client felt ambushed when findings had caveats — a clear blocked call up front would have been cleaner.”
What it does
Weighs the gap list against engagement risk tolerance and produces a proceed / proceed-with-caveats / blocked recommendation with rationale and specific blockers to escalate.
Trigger: Use immediately after the gap assessment is complete; provide the gap list and any scope or risk constraints from the intake.
I/O: Gap list + engagement risk tolerance → proceed recommendation (proceed / proceed-with-caveats / blocked), rationale, blockers list
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