recoup-internal-consulting-client-reconstruct

v2026.09.24

INTERNAL — Recoup staff consulting workflow. Use for recoup-internal consulting requests. Rebuild a client/deal folder from scratch using historical data. Use when a Won client or active deal has no folder (or a stale one), on "reconstruct <client>", "we have history with X but no folder", or after Attio shows a deal the filesystem is missing. Grounds the dashboard in Granola + Attio.

GitHub
安装命令
npx skhub add recoupable/recoup-internal-consulting-client-reconstruct
Markdown
SKILL.md

Consulting Client Reconstruct

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.

When the CRM/Granola know about a relationship the repo doesn't (e.g. a Won deal with no clients/ folder), rebuild the folder from real history — without inventing facts.

Steps

  1. Confirm the truth in Attio (live). Stage, value, owner, linked company + parent/subsidiaries. This is authoritative for stage and $.
  2. Mine the Granola history. Read integrations/granola/<workspace>/clients/<name>/ (and prospects/ if it pre-dates the win): champion, stakeholders, workstreams, cadence, key dates. Granola bodies are AI summaries — treat them as leads to verify, not gospel.
  3. Scaffold the folder. Copy clients/_TEMPLATE/ structure (00-context … 06-expansion + meetings) into clients/<name>/ (or the right pipeline/<stage>/ folder if not yet Won).
  4. Write the AGENTS.md dashboard — status (from Attio), value, account structure, champion + stakeholders, workstreams, lead source, stakes, next action. Reference the Granola history (don't duplicate it). Put anything you couldn't verify under an explicit "Open items to confirm" section — never assert unverified client facts.
  5. Reconcile the board. Update pipeline/_board.md and run recoup-internal-consulting-integrations-sync if other deals also drifted.
  6. Report what you reconstructed and exactly which facts still need the user's confirmation.

Output: a grounded client/deal folder + an honest list of unknowns.

Resolve <workspace> from integrations/granola/AGENTS.md; preserve the existing mirror directory name.

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最新版本元数据

版本

v2026.09.24

发布时间

2026年9月24日

分类

未分类

许可证

NOASSERTION

源路径

skills/recoup-internal-consulting-client-reconstruct

默认分支

main

最新提交

943ef55

Tree SHA

85628a9