Consulting Call Processor

Visual handoff

When this workflow creates or requests a rendered artifact, use recoup-internal-consulting-tasteful-design and the selected workspace DESIGN.md. House identity is Recoup Sky; explicit client/artist branding wins. Pass brand/version, expression, format, reference IDs and output folder to the media skill. Its bundled package supplies exact fonts/logos. Keep new derivatives in the current identity while preserving historical evidence. Save editable source and brand.lock.json with the deliverable. Ordinary text outputs stay text; a script is not a rendered video. Existing data dashboards retain their canonical Recoup CSS during data updates. Do not publish private client work to the public Brand Studio.

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.

The CLAUDE.md auto-manage loop as one skill. Don't stop after a single step — run the whole loop, then report what changed.

Steps

1. Place the raw file. Save to the right home (content/01-raw/, clients/{client}/meetings/, or pipeline/{stage}/{deal}/), dated YYYY-MM-DD.
2. Read it.
3. Extract. Run recoup-internal-consulting-content-extraction. If it's a discovery/sales call, also run recoup-internal-consulting-discovery-analysis; if the deal is qualified, chain into recoup-internal-consulting-proposal-drafting.
4. Scan the related folder. Open the client/deal folder, read its AGENTS.md dashboard, reconcile against the new info.
5. Update affected files. Refresh the client AGENTS.md dashboard (status, stakes, $, next action), pipeline/_board.md, and business/metrics/dashboard.html. Capture new stakeholders, decisions, dates.
6. Move files to match reality. If the deal changed stage, run recoup-internal-consulting-deal-stage-mover.
7. Mine for content + proof. Recurring answers → knowledge/faqs/; wins → trigger recoup-internal-consulting-case-study-builder / recoup-internal-consulting-testimonial-capture.
8. Report a short summary of everything changed.

Confirm before inventing client facts; otherwise do the routine filing without asking.