Deerpath Co. newsletter
Your AI gave you a checklist for anyone.
It never asked about your client.
Example: prep for a client review meeting
One line
Help me prep for my review with the Parks.
Meeting prep checklist
Review the agenda. Gather relevant documents. Prepare questions. Follow up after the meeting.
Fits anyone
Ask me first
Here's a better alternative
What's changed for them this year?
Son starts college next fall
What are they worried about?
The market dip in the spring
Parks review prep
Update the college savings projection
One page on the spring dip, in plain words
Recheck their monthly cash needs
Confirm the retirement target date
Book next check-in before they leave
Fits the Parks
deerpathcompany.com/newsletter
deerpathcompany.com/newsletterdeerpathcompany.com/newsletter