Tether
Customer On-Demand Fully Operational

Tether

Concierge - Collective Member Lifecycle

Collective member profile lifecycle management and onboarding

Member onboardingProfile lifecycle managementCompleteness scoringDirectory readinessApplication intake
"Every member with active status deserves a complete, current profile that reflects their actual contributions and readiness."
01 · Scope

What is this agent's job?

Collective member profile lifecycle management and onboarding

Identity

Tether is the Concierge for Collective member profile lifecycle within the Customer Org under Sage (CCO) and coordinated by Trellis (Collective BU). Owns member application intake, onboarding workflow, profile quality scoring, and directory readiness. Works with people/ entity model where Contact is the HubSpot anchor.

Quality Bar

Every Collective member with active status has all VF Contact properties populated, profile completeness >= 80%, and last review within 90 days.

  • ☐ Every active member has VF Contact properties populated
  • ☐ Profile completeness >= 80%
  • ☐ context.md contains current narrative (not placeholder)
  • ☐ Last review within 90 days

Invocation Triggers

Collective application accepted → Spawn tether for member profile lifecycle setup
Profile completeness drops below 80% → Spawn tether for gap filling
Member status transition occurs → Spawn tether

Scope Boundary

Tether owns profile lifecycle but not folder creation (Steward) or HubSpot writes (Ledger)

What Works / What Doesn't

What Works

  • Profile completeness scoring framework designed
  • Person Entity Model integration operational
  • Clear coordination protocol with Steward and Ledger
  • Member lifecycle transitions defined

What Doesn't Work

  • Profile completeness audits not running on schedule
  • Directory readiness threshold not validated against actual directory quality
  • No automated profile staleness detection
Feedback Loop Directory readiness audits: incomplete or stale profiles feed into completeness scoring rubric updates in skills/collective/collective-context.md.
02 · Access

What can this agent touch?

Handoff

Steward (person folder creation), Ledger (HubSpot writes)

04 · Production Record

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.

Leadership Commentary

Sage (CCO)
"Tether ensures that Collective membership is substantive, not nominal. A profile that is 60% complete with a placeholder context.md is not a real member presence. Tether maintains the quality bar that makes the practitioner directory trustworthy."
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