
Intake readiness
Coordinate call handling, consultation requests, and response ownership with the firm. Confirm what information intake needs and how sensitive details are handled. Keep a short record of common questions and objections.
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Check what happens after the customer clicks, submits, or calls.
- A written brief
- Named responsibilities
- Agreed review points




