- Owner
- Practice assistant (part-time)
- Version
- v1.0 · Approved Aug 14, 2026 · First approved version
- Where it lives
- Consultant Workbench
Purpose
Keep a steady, respectful rhythm of relationship conversations with target accounts and referral partners, without selling in the first conversation.
Prerequisites
- WI-ADV-001 target account list approved
- Four outreach slots a week in the advisor’s calendar
Inputs
- Target account list
- Relationship path for each account
- Published Compass Insights to share
Steps
- Each Monday, choose four target accounts or partners from the list whose next step is due.
- Prepare one useful item for each: an Insight, an introduction or a question about their situation.
- Request a 20-minute conversation by the agreed channel; book the advisor’s slot.
- After the conversation, record the next step and date in the Workbench pipeline within one working day.
- If the person describes a constraint that fits the profile, offer a discovery conversation (WI-ADV-003).
Safety and quality checks
- No more than one follow-up without a reply.
- Only what the person chose to share is recorded.
- Every conversation has a next step and date.
Output and evidence
- Outreach log entries with next step and date
- Discovery conversations booked
Related roles and RASCI
From the process step “Relationship outreach”, the one record the swim-lane map and matrix also read.
| Role | RASCI |
|---|---|
| Alex Morgan · Independent advisor | A |
| Practice assistant (part-time) | R |
Actions that use it
- Hold four relationship conversations a week with target accounts and referral partners · Alex Morgan · Independent advisor · due Dec 18, 2026