
Intake readiness
Coordinate call handling, consultation requests, and response ownership with the firm. Confirm what information intake needs and how sensitive details are handled. Leave the team with a decision, an owner, and a review date.
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Explain why a change was made, not just when it happened.
- A written brief
- Named responsibilities
- Agreed review points




