SOP โ€บWork & Process โ€บTriage & Communication

Triage & Communication

Every new request gets an immediate response with clear options.

The rule โ€” Never leave a client waiting for a plan. Respond immediately with where they stand and their options.

  1. Check capacity โ€” slots allowed, slots occupied, hours remaining.
  2. Respond immediately โ€” tell them their status and confirm what happens next.
  3. Present options โ€” and let the client decide the priority.
The three scenarios
  • Slot available โ†’ "We have capacity. We'll start on the plan and send it for approval."
  • Slots full โ†’ "We can pause [X] to make room, or queue this to start once [Y] wraps up."
  • High-urgency interrupt โ†’ "This interrupts active work and is charged at double capacity hours; active timelines will shift. Confirm?"
Last updated 2026-06-11ยทSource: SGA workflow deckโœŽ edit via Claude Code