Consulting Metrics Updater
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 Do not publish private client work to the public Brand Studio.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
- Compute KPIs from the pipeline + clients: win rate, avg deal size, sales-cycle length, MRR, conversations/week, testimonials captured.
- Refresh
business/metrics/dashboard.html(funnel counts, client table, KPI tiles). - Append a dated snapshot to
business/metrics/. - Flag anomalies (e.g. acceptance >80% = underpriced; cycle lengthening).
Source: Ch. 21.