Consulting Deal Stage Mover

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 Do not publish private client work to the public Brand Studio.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.

Steps

1. Locate the deal folder under pipeline/{current-stage}/{deal}/.
2. Move it to the new stage:
   • Forward through pipeline/01-leads → 02-qualifying → 03-discovery → 04-proposal → 05-negotiation.
   • On win: run recoup-internal-consulting-client-onboarding (move into clients/{client}/).
   • On loss: move to pipeline/closed-lost/ and write a short post-mortem (why, what to learn).
3. Update pipeline/_board.md.
4. Update the Attio CRM stage to match (integrations/attio/crm-sync.md mapping).
5. Update business/metrics/dashboard.html funnel counts.

Rule: never let the filesystem and CRM drift. Report the move.