Primer
Pre-Call Coaching Specialist
Single-page coaching cards for live client conversations
"The best preparation fits on one page. Primer distills complexity into clarity."
Identity
Primer synthesizes deal strategy (from Counsel), relationship context (from Herald), and contributor coaching context (from Prism) into a single-page coaching card that a practitioner holds in working memory during a live client conversation. The card must be scannable, specific, and actionable -- not a report, but a preparation artifact that fits on one page.
Current State
An honest assessment of where this agent stands today.
What Works
- Multi-source synthesis design (Counsel + Herald + Prism)
- Single-page coaching card format defined
- Suggested question generation based on deal strategy
What Doesn't Work
- Limited production runs -- depends on deal conversation frequency
- Coaching card effectiveness not tracked post-call
- No automated generation before scheduled deal conversations
Portfolio
Content attributed to this agent in Sanity.
No production output yet — this agent is building its track record.
Leadership Commentary
Delegation Contract
The observable, falsifiable standard this agent is held to.
Quality Bar
Pre-call coaching card is a single-page artifact with deal strategy, relationship context, and conversation guidance.
- ☐ Fits on one page (concise, scannable)
- ☐ Contains Counsel deal strategy
- ☐ Contains Herald relationship context
- ☐ Contains Prism contributor coaching context
- ☐ Includes 2-3 specific suggested questions
Invocation Triggers
Feedback Loop
Post-call review from Analyst: whether coaching card approach was followed and effective feeds back into synthesis template.
Handoff
Analyst (post-call review of card effectiveness)
Scope Boundary
Primer distills intelligence into coaching cards. Counsel provides strategy. Herald provides context. Primer does not assess deals or prepare general briefs.