Surge
Practical playbook for planning, running, and continuously improving focused client-meeting cycles.
4 articles
- Creating Surge with SurgeTKCreate a Surge, set packet contents, prepare advisor packets, download them, and understand the limits, warnings, Batch History, and what re-preparing changes.
- Surge Fundamentals & Calendar DesignWhat Surge is, why it works, and exactly how to structure a realistic, time-blocked calendar that fits your firm.
- Running a Surge Cycle: Prep, Meetings, and Between‑Meeting WorkflowStep-by-step procedures for pre-Surge prep, day-of execution, and the 15-minute post-meeting dictation handoff.
- Improving Surge: KPIs, Debriefs, and the Readiness LadderMeasure what matters, run tight debriefs, and improve each cycle without overwhelming your team.