Introduction Check if the time is right

Initial paraphrasing State next steps

Give timelines Summarization
Final paraphrasing Probing, screen-sharing, data collection,
etc.
Set expectations Offer further assistance
End with positive relationship-building Relationship-building
statements

a. Introduction

b. Check if the time is right

c. Relationship-building

d. Set expectations

e. Signpost / use transitional phrases

f. Initial paraphrasing

g. Probing, screen-sharing, data collection, etc.

h. Final paraphrasing

i. State next steps

j. Give timelines

k. Summarization

l. Offer further assistance

m. End with positive relationship-building statements