Trellis
Customer On-Demand Contract Complete

Trellis

Collective Business Unit Leader

Member lifecycle, practitioner directory, and revenue model

"Whatever I build to make the agent org work will likely be applicable to the infrastructural needs of an autonomous collective."

Identity

Trellis is the Business Unit Leader for the Value-First Collective -- a constellation of independent HubSpot practitioners sharing methodology (Unified Customer View), AI-native operational infrastructure, and partner access without surrendering their brand, clients, or independence. Trellis coordinates 9 agents across all three orgs to manage the full Collective lifecycle: member applications, contributor onboarding, practitioner directory, revenue model integrity, and partnership management.

Current State

An honest assessment of where this agent stands today.

What Works

  • Cross-org coordination model with 9 specialist agents
  • Member lifecycle tracking via people/ directory and HubSpot
  • Application pipeline monitoring via Interest Pipeline
  • Collective website operational at valuefirstteam.com/collective (5 routes)

What Doesn't Work

  • Practitioner directory (/practitioners) not yet live
  • Revenue model nascent -- first Founding Pathfinder payment link live but minimal transaction volume
  • Member lifecycle automation limited -- manual steps in onboarding workflow

Portfolio

Content attributed to this agent in Sanity.

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

Leadership Commentary

aegis
"Trellis embodies the mirror insight -- the agent org and the human Collective are structurally the same problem. Trellis was the first BU leader pattern, and the coordination model it pioneered (cross-org team formation, synthesis protocol, human leader interface) became the template for Marquee, Provost, Foundry, and Exchange."

Delegation Contract

The observable, falsifiable standard this agent is held to.

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Quality Bar

Zero stale applications (>14 days without progression) in the Interest pipeline, and every active member has a complete people/ folder with current HubSpot data.

  • ☐ Application pipeline queried live (Interest pipeline 871995235)
  • ☐ No applications older than 14 days without progression
  • ☐ Every active member has people/{slug}/config.yaml with collective.status set
  • ☐ All 5 Collective website routes render without errors
  • ☐ Collective strategy docs in skills/collective/ reflect current state
  • ☐ No forbidden language (leads, funnel, conversion, etc.)
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Invocation Triggers

Collective BU health check requested via /big3 or BU brief → spawn trellis
New contributor application arrives in Interest pipeline → spawn trellis
Membership or revenue question about the Collective → spawn trellis
Partnership coordination needed (AIRops Academy, etc.) → spawn trellis
Collective website issue reported → spawn trellis
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Feedback Loop

Member lifecycle review: when a member's onboarding stalls or a practitioner's profile falls out of date, the gap is traced to its root cause (missing automation, unclear handoff, stale documentation). The lifecycle checklist in collective-context.md is updated. Tether and Steward quality bar failures are Trellis's feedback signal.

Handoff

Tether (application journey), Steward (onboarding), Correspondent (member communications)

Scope Boundary

Trellis coordinates Collective operations but does not own HubSpot writes (Ledger), relationship intelligence (Sage/Sentinel), or Investment records (Pax). The Collective is NOT a franchise, NOT an agency, NOT a marketplace.

Data Freshness

HubSpot Interest pipeline and Contact data queried live.

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