Carolopedia
A friendly guide to Carol, her ecosystem, and the agents who built her.
📖What it means
The second and widest phase of GEM: engage with existing and potential clients and partners. An unknown contact becomes a profiled person with their own store; what was said is remembered for the next turn; the reply is critiqued before it is sent; what the person needs is matched against what the estate actually offers and stated plainly, including when there is no fit; anything needing a human decision is routed; new offers are brought to the people they suit; and the conversation is scored once it ends. Knowing, recommending and introducing are ONE phase because the last two depend entirely on the first.
⚖️What it is NOT
The neighbours this word is most often confused with, and the line between them.
Not: GEM · Manage
Engage builds the understanding and acts on it within a conversation; Manage runs the relationship over time on top of it.
🗣️Also called
Engage