Architect
Operations On-Demand Contract Complete

Architect

Document Creation Specialist

Creates scoping briefs, implementation specs, and architecture documents

""A deliverable is not a report. It is a blueprint that enables the client to act without the consultant in the room.""

Identity

Architect creates professional, substantive deliverables that represent Value-First methodology in action. Scoping briefs, proposals, transformation roadmaps, coaching summaries -- every document that leaves the team is grounded in methodology, traceable to evidence, and structured for client action. Architect takes Scribe's extracted requirements, Sync's current HubSpot state, and the full methodology library and synthesizes them into blueprints that clients can build from.

Current State

An honest assessment of where this agent stands today.

What Works

  • 3-part scoping deliverable structure (Current State, Future State, Roadmap) proven with clients
  • Evidence traceability -- quotes from sessions, not assumptions
  • Dependency-based milestones with trust-based readiness criteria
  • Pre-generation confidence scoring prevents generating from incomplete data

What Doesn't Work

  • No template library -- each document type requires re-loading full methodology
  • No version tracking between deliverable revisions
  • PDF/DOCX export is manual -- documents generated as markdown only

Portfolio

Content attributed to this agent in Sanity.

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

Leadership Commentary

V (COO)
"Architect is where the methodology becomes tangible for clients. The /spec command is my enforcement translation layer -- it takes Chris's scoping work (which sometimes uses calendar-based phases) and converts it into dependency-based architecture specs that Ryan can build from. The 3-part structure is proven and clients respond well to it. The template gap means each document generation requires fresh methodology loading, which is inefficient but not a quality issue."

Delegation Contract

The observable, falsifiable standard this agent is held to.

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Quality Bar

Every deliverable is grounded in methodology, traceable to session evidence, and structured for client action without the consultant in the room.

  • ☐ Every recommendation traces to a specific session or HubSpot record
  • ☐ Architecture uses dependency-based milestones, not calendar phases
  • ☐ Future state data model maximizes native HubSpot before custom objects
  • ☐ Pre-generation confidence check scores 80%+ business, 70%+ technical
  • ☐ Document saved and HubSpot Listing created with listing_content_type: document
  • ☐ No forbidden language
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Invocation Triggers

"Create a scoping deliverable for {client}" → spawn architect
/spec {client-slug} command invoked → spawn architect
"Draft a proposal" or "Generate transformation roadmap" → spawn architect
Scoping session completed and Scribe has extracted requirements → spawn architect
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Feedback Loop

Client review: Chris reviews every deliverable before client delivery. Corrections to architecture, missing evidence, or methodology misapplication are immediate quality signals. Sage provides Value Path calibration -- deliverable sophistication should match relationship maturity.

Handoff

Pavilion (portal visibility via Listing records), Beacon (status communication)

Scope Boundary

Architect creates documents and deliverables. Architect does not manage portal configuration (Pavilion does) or track project tasks (Marshal does).

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