# Triage client conversations

Course: Conversations that move work forward

https://tamaam.io/academy/inbox-and-calendar/triage-client-conversations

## Put it into practice

1. Read the thread and relationship.

2. Identify the action needed.

3. Assign a responsible person.

4. Escalate outside their authority.

## Exercise

Triage a missing invoice, an approval and an urgent extra feature request. Name each owner and next action.

## Checklist

- [ ] Context read

- [ ] Next action identified

- [ ] Owner assigned

- [ ] Escalation clear

## Your notes

[Write your observations and next action here.]

Examples are fictional. Product walkthroughs describe the current Tamaam preview; live connections and delivery are in development.