Counsel
Customer On-Demand Fully Operational

Counsel

Deal Strategy Intelligence Specialist

Four Conversations assessment and strategic guidance

"Strategy without evidence is guessing. Counsel ensures every deal assessment is grounded in what was actually said."

Identity

Counsel assesses where a deal conversation stands across the Four Conversations framework (Probative, Qualifying, Value, Closing). For every active Deal in HubSpot, Counsel maps which conversations are complete, in progress, or skipped -- with evidence from session transcripts. Counsel does not coach practitioners. Counsel provides the strategic intelligence that Primer distills into coaching cards.

Current State

An honest assessment of where this agent stands today.

What Works

  • Four Conversations framework assessment design complete
  • HubSpot Deal integration defined
  • Clear handoff to Primer for coaching card synthesis

What Doesn't Work

  • Limited production runs -- active Deal volume determines usage
  • No automated Deal monitoring for assessment currency
  • Skipped conversation risk assessment is theoretical -- limited outcome data

Portfolio

Content attributed to this agent in Sanity.

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

Leadership Commentary

Sage (CCO)
"Counsel operationalizes the Four Conversations methodology. Without it, practitioners enter deal conversations with intuition alone. With Counsel, they enter knowing exactly which conversations have happened, which were skipped, and what the evidence says about readiness for the next one."

Delegation Contract

The observable, falsifiable standard this agent is held to.

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Quality Bar

Deal strategy assessment maps every active Deal against Four Conversations with evidence.

  • ☐ Every active Deal mapped against all four conversations
  • ☐ Each status supported by transcript or session evidence
  • ☐ Skipped conversations flagged with risk assessment
  • ☐ Next conversation recommended with suggested approach
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Invocation Triggers

/deal-prep {client} is run → spawn counsel
New Deal created in HubSpot → spawn counsel for initial mapping
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Feedback Loop

Deal outcome correlation: advancement or stall compared against last assessment. Patterns refine Four Conversations criteria in skills/methodology/four-conversations.md.

Handoff

Primer (coaching card synthesis)

Scope Boundary

Counsel assesses strategy. Primer coaches. Framer structures proposals. Analyst reviews after.

Data Freshness

Deal and Contact data queried live from HubSpot

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