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A client emails a broad ask — “can you help us think through our growth strategy” — and you need to turn it into a scoped approach before you reply. Forward it to Amy and it breaks the request into the real questions, sketches a workplan, and drafts the clarifications you need before committing.

Forward the client request to Amy with this note

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What you get back

  • The request restated and broken into the core questions
  • A proposed workplan with workstreams, analyses, and sequence
  • The clarifying questions to send back before committing

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Required integrations

CRM

Add “and draft a holding reply” and Amy will give you a note to send the client today while you finalize the scope.