Ned #5 · Steph
6-Month Review Prep
Deep servicing workspace: due pressure, relationship value, book call, referral outcomes — not empty check-ins.
3 due this week
6-month review auto-brief — Retention — 6-month reviews that re-engage buyers & referrals
Ned: Auto-generated brief per client before Steph’s outreach
This week
3
Next week
3
High fee ($80k+)
4
Completed (session)
0