Consulting Lead Intake

Workspace: use the selected project and its AGENTS.md; keep existing entity folders and Reality headings. Business paths below are relative to that project. Bundled resources are relative to this installed skill; sibling capabilities resolve by their installed names. Never search another private checkout for missing inputs. Use workspace identity, audience, pricing, and DESIGN.md fonts. Local _work adapters and evals are optional workspace tools, not bundled dependencies. Check presence and current help first; otherwise use an available connector for the same scoped operation. If neither exists, report that step incomplete. For missing scorers, perform the stated checks and label the result manual/unscored; never invent a numeric score or successful provider action.

Steps

1. Create pipeline/01-leads/{deal-name}/AGENTS.md (dashboard: source, contact, stage, next action) — open it with a ## Reality block (label it DRAFT if agent-reconstructed; see recoup-internal-consulting-account-reality).
2. Save any raw inquiry/transcript into that folder, dated.
3. Verify before you qualify — never trust a single mention. A lead that surfaced from a summary, a passing mention, or one channel is [UNVERIFIED]. Traverse the primary sources for the real thread / contact / stakes before triaging:
   • Gmail: python integrations/gmail/_work/pull_threads.py --query "<name or @domain>" → file the snapshot in the lead folder.
   • Granola: the intro-call note — verify any figure against the verbatim transcript (?include=transcript), not the AI summary.
   • Attio: query live (avoid duplicates; get the real stage). Quote source + date for every fact; mark what you can't find [MISSING]; and correct overstatements (e.g. an AI summary's "proposal out" when the thread shows only an intro call). Build/activity ≠ commitment; a summary ≠ the transcript.
4. Run the qualification checklist (Ch.10), grounded in what you verified:
   • Stakes — clear, painful, quantifiable problem?
   • Timeline — urgency?
   • ROI measurability — can success be measured?
   • Decision-maker — is the budget authority engaged? (name the buyer vs. the POC)
5. Flag red flags (vague "nice to have", no authority, wants hourly, single thin source) → recommend qualify or pass.
6. Attio — only once the entity + a real contact are confirmed. Create/update the record (stage = Lead, source, stakes, next action). Don't open a CRM record off one unverified mention.
7. If qualified, recommend the next move (book discovery, or hold for their committed follow-up) and note it on pipeline/_board.md.

Output: a triaged lead folder + a clear qualify/pass recommendation. Don't invent stakes — pull from verified primary sources, and say [MISSING] when you can't.