You run the case, Pete joins the client appointment, and the business splits 50/50. Book it on his calendar — the booking form is where the case detail goes.
Joint work is for the cases you don't want to walk into alone — a product line you're new to, a client bigger than anything you've written, a situation that complicates everything. Pete joins the appointment, you keep running it, and you learn the case by doing it rather than hearing about it afterwards.
That's the eligibility bar for joint work with Pete. Below it, work the case yourself — the Wednesday call, Slack and ATIG IQ are what those cases are for.
Pete's calendar won't give you a time until the booking form is complete, and that form asks for the case detail — who the client is, what you're writing, where you're stuck. That's information only you have.
Book it yourself, in your own name, for the time your client appointment is already set. If your client books it instead, Pete gets a slot with no case behind it and the appointment starts cold.
Pick the slot your client appointment is actually set for — this is the client meeting, not a chat about it beforehand. Fill in every field on the booking form; it's the whole handover, and there's nothing to send Pete separately afterwards.
Use this exact format so Pete's calendar stays readable at a glance:
[Your first initial]. [Your last name] + [Client name] - Discovery
An agent named Jordan Smith booking a discovery meeting with Jane Doe names it J. Smith + Jane Doe - Discovery. Your name goes first, not Pete's.
The meeting goes on the calendar with all the right attendees on it. Confirm your client has received and accepted the invite before the day — a client who never got the invite is a wasted slot for two people, not one.
Complete the booking form and pick your slot. No times showing means the form isn't finished.
J. Smith + Jane Doe - DiscoveryAll approved joint-work cases with Pete split evenly. It applies to business resulting from the appointment, unless something else is agreed in writing before the meeting.
You're the originating agent. The client, the servicing and the relationship don't change hands because Pete was in the room.
Gathering client information, completing the required forms, supplying documents, and making sure Pete has everything he needs before the appointment.
Pete showing up prepared is your job, not his. These are the differences between an appointment that teaches you something and one that just gets written.
Assets, age, health, income, what's already in place, and why they took the meeting.
Come with what you think the answer is. Being wrong in front of Pete is worth more than having no opinion.
Say up front what you're unsure about. That's the part he's there for.
Work the case design through ATIG IQ beforehand so the appointment starts further along.