Example firm used in this walkthrough: The same Miami-based firm from the Website Audit and Advisory Pricing walkthroughs, approximately 150 SMB clients, strong compliance services, and new people advisory offerings they’re starting to price.

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What the Agent Does

The Communications Agent takes the firm’s situation, their services, their pricing, and their goals, and turns it into ready-to-use messaging. That includes:

• Email drafts
• Call scripts
• Objection handling
• A short explanation they can use directly with clients

It’s designed to remove the friction of “what do I say?” and give firms language that feels clear, confident, and client-friendly.

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What the Output Looks Like

For the Miami firm, the agent generates a full set of communication assets tailored to their new advisory services, including:

• A short explanation of the new offering
• A client-ready email introducing the service
• A call script for walking through the value
• Simple objection-handling language for common pushback

Everything is written to be easy to copy, paste, and personalize.

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How the Partner Manager Should Use It

Position the Communications Agent as the final step in the sequence. Once the audit identifies opportunities and the pricing agent builds the model, this agent gives the firm the words to bring it to market.

It’s especially helpful for firms that know what they want to offer but struggle to explain it clearly to clients. The agent gives them a starting point they can refine based on their tone and their existing client relationships.

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How This Fits Into the Firm Growth Kit

This agent completes the three-part sequence:

1. Positioning Agent (Website Audit) — Shows the opportunity.
2. Pricing Agent — Turns it into a monetizable offering.
3. Communications Agent — Gives the firm the language to launch it.

Together, the three agents give partner managers a structured, repeatable way to help firms grow their advisory revenue.