Stewart,

Sorry we ran out of time for your response. I think that sounds very good.

Tom

> On Jan 15, 2015, at 11:07 AM, Stewart Hsu <shsu@contiorg.com> wrote:
>
> thomas,
>
> in our role play, some feedback for you, what worked for me was the explanation of why you said you couldn't take me on as a client, that you offered to spend the scheduled time to answer any questions i may have and to refer me to other advisors.
>
> what didn't work for me:  coming up blank.  felt good about the "positive no" on the receiving end.
>
> ...........
>
> we got cut off, but i was going to say...
>
> "i appreciate the urgency of the request, but in an effort to scale and grow, one of company priorities this year is to move from being "reactive" to more "proactive".  i would really appreciate at least 1 week advance notice for those kinds of requests, and/or perhaps we schedule a daily and/or weekly check-in time to help address any open questions or foreseeable needs.  my goal and commitment to you, is to help build a process and system so that you feel well supported to address any/all questions that may come in."
>
> thanks,
> stewart
>
>