Chen Geng Light Consultation Design

Problem

After a client shows real interest, insurance advisors often enter a paid 20-45 minute conversation with unclear scope, weak boundaries, or scripts that promise too much. This skill turns that pre-consultation into a structured deliverable: what the session solves, what it does not, and the real issue behind the client’s stated problem.

How It Works

• Given client language, stage, goals, duration, and next step, it generates a consultation positioning card, client profile, and segment plan.
• It maps 20, 30, or 45 minute flows into spoken scripts, key questions, and follow-ups.
• It uses a 3-knowledge checkpoint loop to teach judgment frameworks without giving away the full solution, then bridges to formal consultation, document supplementation, post-meeting notes, or stopping.
• The quality gate separates facts, judgments, and unconfirmed items; when inputs are missing, it returns a gap list and a low-confidence framework instead of a final script.

Boundaries

Use it for protection, family planning, policy review, and health-checkup follow-up conversations before formal proposals. It should not replace underwriting, medical, legal advice, or outcome promises. Pair it with pre-consultation: that skill filters entry, while this one moves clients from just asking to ready to solve systematically.