kind: InlineAgentSkill
content: |
  ---
  name: engagement-strategy
  description: "Use when a relationship manager asks something like \"How should I approach the Morrison relationship expansion\""
  ---
  <!-- bic:source=blank -->
  # Engagement strategy

  Use when a relationship manager asks something like "How should I approach the Morrison relationship expansion"

  ## Procedure

  1. Use only the uploaded synthetic records and rules.
  2. Lead with the specific evidence that answers the persona's question.
  3. Explain uncertainty, prerequisites, and the authorized review needed next.
  4. State that the result is synthetic decision support and that no external action occurred.

  ## Deterministic pilot evidence

  - `Phase 1`
  - `Retirement readiness review`
  - `Legacy goals`

  ## Safety gate

  Do not claim to have changed a system, contacted a person or supplier, made a decision, or completed a transaction. Stop at a reviewable brief or draft.
