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."
What is this agent's job?
Four Conversations assessment and strategic guidance
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.
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
Invocation Triggers
Scope Boundary
Counsel assesses strategy. Primer coaches. Framer structures proposals. Analyst reviews after.
What Works / What Doesn't
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
What can this agent touch?
Handoff
Primer (coaching card synthesis)
What does this agent know?
What has this agent produced?
Recent Runs
Run history coming soon — instrumentation in flight.
Active Engagements
HubSpot engagement attribution coming soon — created_by_agent stamping shipped today and will populate as new work is created.
Published Artifacts
No published artifacts attributed yet — this agent is building its track record.