Practical examples you can adapt for your business
The best way to learn mandates is to see how other businesses use them. This reference provides ready-to-adapt patterns for six common verticals, organized by the problem the mandate solves.
Each pattern includes the mandate type, recommended attachment level, and sample guidance you can paste directly into the mandate creation form and modify for your specifics.
Real Estate
Problem
Mandate Type
Attach To
Sample Guidance
Fair housing compliance
Prohibition
Brand
Never comment on neighborhood demographics, school rankings, crime rates, or property values based on racial or ethnic composition. Never steer prospects toward or away from areas based on protected class characteristics. If asked, redirect to publicly available resources.
Fast response to listing inquiries
Cadence
Pipeline Stage (New Inquiry)
When a new listing inquiry comes in: send personalized email within 15 minutes, SMS within 2 hours if no open, phone call within 4 hours if no response. Max 3 touches on day one. Drop to 1 per day after. Stop on reply or viewing booked.
Market-expert positioning
Comms Flow
Audience (Homebuyers)
Open emails with a local market insight or recent sale in their area of interest. Use real estate terminology naturally. Reference specific neighborhoods when possible. CTA should suggest a viewing or market update call, not a generic chat.
Coaching & Consulting
Problem
Mandate Type
Attach To
Sample Guidance
Boundary-setting in communication
Prohibition
Brand
Never provide specific coaching advice, exercises, or frameworks in automated communication. SI should invite the contact to a session, not deliver the coaching. Never diagnose issues or prescribe solutions outside of a session context.
Warm nurturing for long sales cycles
Cadence
Pipeline Phase (Win)
During the Win phase, touch base once per week maximum. Alternate between value-driven content (email) and personal check-in (SMS). No phone calls unless the contact has previously answered one. Stop if they book a discovery session. If no engagement after 4 weeks, shift to monthly touchpoints.
Handling price sensitivity
Objection Handling
Ware (High-Ticket Program)
When prospects express price concerns about the premium program: acknowledge the investment is significant, ask what outcome would make it worthwhile, connect program features to that specific outcome, reference transformation stories from similar clients. Never discount. Offer a payment plan as the concession.
Marketing Agencies
Problem
Mandate Type
Attach To
Sample Guidance
Different cadence per client tier
Cadence
Audience Segment
Enterprise clients: weekly strategic update email + monthly performance call. SMB clients: bi-weekly email digest + quarterly review call. Startup clients: monthly email only. Max 1 outbound per channel per week regardless of tier.
Scope-specific hard facts
Hard Facts
Ware (Retainer Package)
The Standard Retainer includes 20 hours/month. It does not include paid ad management, video production, or event support. Those require the Premium Retainer or project-based add-ons. If a client asks about services outside scope, clarify the boundary and offer to send a change order proposal.
Competitive positioning against freelancers
Comparatives
Pipeline Phase (Win)
When prospects mention considering freelancers: acknowledge freelancers can be effective for single-channel execution. Differentiate on strategic oversight, multi-channel coordination, accountability, and continuity. Never disparage freelancers. Position the agency as the layer that makes everything work together.
Financial Advisors
Problem
Mandate Type
Attach To
Sample Guidance
Regulatory compliance in all communication
Hard Facts
Brand
Past performance does not guarantee future results. We are a registered investment advisor, not a broker-dealer. We do not provide tax or legal advice. All investment strategies carry risk. These statements must never be contradicted or omitted from communications that reference performance or strategy.
Mandatory spacing between touchpoints
Cadence
Brand
Minimum 48 hours between any outbound communication to the same contact. Maximum 1 touch per channel per week. No phone calls after 6 PM in the contact's timezone. No outbound on weekends unless the contact has opted in to weekend communication.
Preventing unauthorized commitments
Prohibition
Brand
Never commit to specific returns, performance targets, or fee waivers. Never agree to contract modifications or account changes. Never provide tax advice or legal opinions. If asked, acknowledge the question and redirect to the advisor for a personal discussion.
SaaS Companies
Problem
Mandate Type
Attach To
Sample Guidance
Trial-to-paid conversion nurturing
Cadence
Pipeline Stage (Trial Active)
Day 1: welcome email with quick-start guide. Day 3: usage tip based on their activity. Day 7: check-in SMS asking if they need help. Day 10: value email showing what they have accomplished. Day 12: upgrade conversation with specific plan comparison. Max 2 touches per week. Stop immediately if they upgrade.
Preventing roadmap promises
Prohibition
Brand
Never commit to specific feature release dates. Never confirm unannounced features. Never say a feature is coming soon unless it is on the public roadmap with a stated timeline. If asked about unreleased features, say the team is always working on improvements and suggest they submit a feature request.
Handling churn risk differently
Comms Flow
Pipeline Stage (Churn Risk)
Tone: empathetic and solution-focused, not salesy. Open with acknowledgment of their experience. Never mention contract terms or penalties. Focus on understanding what is not working and how to fix it. CTA: offer a support call or account review, not a renewal pitch. If they mention a competitor, do not engage in comparison — focus on resolving their specific pain.
Tip:
These are starting points. Copy the sample guidance into the mandate creation form, then customize it with your specific products, pricing, terminology, and policies. The AI will structure it into a schema that matches your brand context.
