You meet face to face. The answer comes days later. Someone who wasn't in the room has a vote. And the number is big enough that people talk about it before they say yes.
Where Room Two is deepest today. The product was built inside these workflows, which is why the compliance handling, the disclosure logic and the underwriting language are specific rather than generic.
Consultative design and service businesses, where a walkthrough turns into a proposal that someone else has to approve. Same problem, different vocabulary — and the same document solves it.
Joint decisions with long deliberation, where a written record is already the professional norm. The recap sits between the meeting and the plan document, and it is written for the partner who wasn't in the office.
What changes between an insurance recap and a proposal recap is the vocabulary, not the structure. Goals before options. Cost before reasoning. Scope and its limits before the next step. That order is what makes the document credible to a reader who wasn't in the room, and it holds whether the number is a monthly premium or a first-year total.
The one place Room Two doesn't help: same-day sales with a single decision-maker. If they sign before they stand up, there's no second room.
Pick the category that matches your week, or read a sample document first.