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Size advisor capacity in households per advisor and treat over-capacity as a leading retention risk. Reach for this on a capacity question.
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Route everyday, well-defined work (single-file edits, test-writing, summarization, mechanical refactors, boilerplate) to a cheaper coding agent (Grok or Copilot CLI) instead of doing it in the main Claude session, escalating multi-file/architecture/debugging/security work to Claude. Opt-in via the `cheap_lane:` comfort-posture knob.
Authors, validates and packages a claude.ai Organization Skill — the intake questions, the trigger and scope exercises, then lint, pack and verify against measured platform constraints. Reach for this when someone wants to publish a Skill to their organization, or when an upload was rejected and the reason is unclear.
Drafts a reply to an inbound customer email, grounded in the account record and the published help-centre articles rather than in recall. Use when a customer emails about billing, a renewal or an outage, when a reply must cite current policy, or when a teammate asks for a first draft to edit.
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| name | size-advisor-capacity |
| description | Size advisor capacity in households per advisor and treat over-capacity as a leading retention risk. Reach for this on a capacity question. |
Over-capacity degrades service, which surfaces later as attrition (§3 #4 #5).
Households ÷ advisors (§3 #4).
Against a defensible households-per-advisor band via riaops_calc.py advisor-capacity.
Over-capacity is a leading attrition indicator (§3 #4 #5).
Capacity must allow the compliance review cadence (§3 #6).
A households-per-advisor capacity read flagged as retention risk. Traverse Tree 3 in the decision-trees file.