prep-client-call

Topics in the source

• Prep client call
• Ground rules
• Before you start
• Steps
• Judgment
• What to show
• When something is missing

A call is where a week of data turns into agreements. Evolvix keeps a record of each call: the brief gathers the agenda from what already exists, the record holds the notes and agreements, and finishing it saves a private note, turns the agreements into tasks and, only when the coach says so, sends the client a short summary in chat. This skill prepares the coach, keeps the notes while they talk, and finishes the record cleanly. Starting a call, flagging something for later and saving a summary as a draft are for the coach only: the client sees nothing until the summary is sent. Never tell the coach a summary was sent unless finishcall ran with send true after a yes. Find the client, never guess. Resolve a name with listclients. When more than one client matches, ask which. Tools take the client's relationship id as clientId. Read before you write. Load the current state first. When a tool has a preview or a dry run, use it and show the result before the real call. Nothing reaches a client without a yes. Draft first, show the draft, and send only after the coach approves it. For a batch, show the count and two examples, then ask once. Health red flags stop the playbook. Pain, injur

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