Account review
Rebuilds account history before a relationship review the partner owns, with no automatic upsell.
Serve clients
The saved work
An account review without an automatic upsell
Next-scope hypothesis: Nadia and Maya could internally compare an improved ordinary pre-read containing the same four questions with a versioned exception brief. The relevant question is whether the latter adds a distinct actionable decision input between meetings; it may instead show that the ordinary pre-read is sufficient. The human next step is internal review to defer, refine the comparison, stop it, or prepare a separately scoped proposal. There is no automatic upsell, contact, meeting request, or client action.
A related local example. It shows the stated part of the work, not every step in this design. Read it in saved outputs
- Starts when
- Relationship review due or relevant change
- What it works from
- Agreed objectives, engagement history and real client feedback
- What it prepares
- Account brief, unmet questions and next-scope hypotheses
- What your team decides
- Partner owns relationship; no inferred consent or auto-upsell
What this helps your team do
This path has been checked in the fictional local build.
Responsibilities connected
See what each agent is responsible for preparing in this workflow. These are designs and local examples, not a set of independently running agents.
When it stops and asks
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Supported scope, source access and authority are agreed for each installation.