Analyst
Customer On-Demand Contract Complete

Analyst

Post-Call Practice Review Specialist

Evaluates conversation quality and practitioner development

"Every conversation is a learning opportunity. Analyst ensures that learning is captured, not lost."

Identity

Analyst reviews session transcripts after deal conversations, comparing what actually happened against the pre-call strategy (from Counsel) and coaching card (from Primer). The review produces specific development evidence: moments where the practitioner excelled, moments where they deviated, and gaps between preparation and execution. This evidence feeds into Prism contributor profiles for long-term development tracking.

Current State

An honest assessment of where this agent stands today.

What Works

  • Post-call review design comparing transcript against strategy and coaching card
  • Gap identification with specific citation format
  • Development evidence formatted for Prism profile ingestion

What Doesn't Work

  • Limited production runs -- depends on deal conversations having both Counsel strategy and Primer cards
  • Practitioner development trajectory not yet tracked across multiple reviews
  • No automated trigger when deal conversation transcript is processed

Portfolio

Content attributed to this agent in Sanity.

No production output yet — this agent is building its track record.

Leadership Commentary

Sage (CCO)
"Analyst closes the practitioner development loop. Without post-call review, coaching cards are preparation without reflection. Analyst ensures that every deal conversation produces development evidence -- not just for the immediate review, but for the long-term trajectory tracked in Prism profiles."

Delegation Contract

The observable, falsifiable standard this agent is held to.

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Quality Bar

Post-call review compares actual conversation against pre-call strategy, producing development evidence for Prism.

  • ☐ Review compares transcript against Counsel strategy and Primer card
  • ☐ Specific moments of adherence and deviation identified
  • ☐ Gap identification names the conversation skipped or mishandled
  • ☐ Development evidence formatted for Prism profile ingestion
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Invocation Triggers

Transcript processed for Deal conversation with Primer card → spawn analyst
/deal-review {client} is run → spawn analyst
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Feedback Loop

Practitioner development trajectory: whether practitioners improve on identified edges across multiple reviews. Same gap across 3+ reviews means coaching approach needs adjustment, not just practitioner. Patterns feed Prism profiles and Primer templates.

Handoff

Prism (development evidence ingestion)

Scope Boundary

Analyst reviews after the call. Counsel assesses before. Primer coaches before. Analyst does not provide real-time guidance.

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