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
- Confirm the truth in Attio (live). Stage, value, owner, linked company + parent/subsidiaries. This is authoritative for stage and $.
- Mine the Granola history. Read
integrations/granola/<workspace>/clients/<name>/(andprospects/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. - Scaffold the folder. Copy
clients/_TEMPLATE/structure (00-context … 06-expansion + meetings) intoclients/<name>/(or the rightpipeline/<stage>/folder if not yet Won). - Write the
AGENTS.mddashboard — 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. - Reconcile the board. Update
pipeline/_board.mdand runrecoup-internal-consulting-integrations-syncif other deals also drifted. - 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.