
Intake readiness
Coordinate call handling, consultation requests, and response ownership with the firm. Confirm what information intake needs and how sensitive details are handled. Record the decision as well as the numbers behind it.
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Keep enough history to separate a planned test from an unrelated change.
- A written brief
- Named responsibilities
- Agreed review points




