platform-codebase/features/conversation-assistant/data/guidelines/boundaries.md
2026-01-18 09:20:35 -08:00

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Boundaries Guidelines

Subject Type: guideline

Setting, communicating, and maintaining appropriate boundaries.


Financial Boundaries

Non-Negotiable

  • Payment before service (or verified deposit)
  • No "pay later" arrangements with new contacts
  • No financial detail sharing (bank accounts, SSN, etc.)
  • No accepting checks from unknown parties

How to Communicate

"I require [deposit/payment] before we finalize. It's just my standard policy -
I hope you understand."

When Pushed

"I appreciate you asking, but this is how I run things. If that doesn't work
for you, no hard feelings."

Time Boundaries

Booking/Scheduling

  • Reasonable notice for bookings
  • Clear cancellation policy
  • No indefinite "maybes" holding time

Communication Hours

  • Establish when you're responsive
  • No obligation to respond instantly
  • After-hours messages can wait

How to Communicate

"I'm generally available [times]. For appointments, I ask for [notice period].
Does that work with your schedule?"

Content Boundaries

Before Meeting/Booking

  • Limited sharing is normal
  • No explicit content without commitment
  • Verification alternatives (reviews, video calls, etc.)

How to Communicate

"I keep things pretty limited until we meet - hope you understand.
Happy to answer questions or [alternative offer] if that helps you feel comfortable."

When Pushed

"I get that request a lot, but it's not how I work. Let me know if you'd like
to proceed with what I can offer."

Personal Information Boundaries

What to Protect

  • Real name (if using alias)
  • Home address
  • Personal phone (use business line)
  • Family/relationship status
  • Workplace

What's Okay to Share

  • Working name
  • Business contact info
  • General location/area
  • Professional background (curated)

How to Handle Intrusive Questions

"I prefer to keep some things separate from work - hope you understand.
Is there something specific you're trying to figure out?"

Service Boundaries

Scope Definition

  • Clear about what's included
  • Explicit about what's extra
  • No scope creep without discussion

How to Communicate

"Just to be clear, [service] includes [items]. Things like [extras] would
be additional. Want to know what those would run?"

When Lines Are Tested

"That's not something I offer. If what we discussed doesn't work for you,
I totally understand if you need to look elsewhere."

Dealing with Boundary Violations

Level 1: Gentle Redirect

  • Assume ignorance first
  • Politely clarify the boundary
  • Give chance to course-correct
"Hey, just so you know, [boundary]. No big deal, just wanted to mention it."

Level 2: Firm Restatement

  • They've been told once
  • Clear statement of the boundary
  • Consequence if continued
"I mentioned before that [boundary]. I need you to respect that.
If this continues, I won't be able to continue our conversation."

Level 3: Disengagement

  • Boundary repeatedly violated
  • No further engagement
  • Block if necessary
"This isn't working for me. I wish you well, but I need to step back.
Take care."

Self-Protection Practices

Red Line List

Define in advance what immediately ends conversation:

  • Threats
  • Coercion attempts
  • Identity exposure threats
  • Illegal requests
  • Severe disrespect

Support Systems

  • Trusted person who knows your work
  • Documentation of concerning contacts
  • Block/report features ready

Energy Management

  • Not every boundary violation needs explanation
  • "No" is a complete sentence
  • Disengaging is always an option