Consult pipeline

Consult Pipeline -- Solo-Founder Engagement Orchestrator

Runs the full pursuit workflow: CAPTURE → RESEARCH → FRAME → DESIGN → INTEGRITY → ARCHITECT → BUILD → REVIEW → PACKAGE → PURSUE → DELIVER → CLOSE → SUMMARY.

Human decides at every checkpoint. Max 2 revision loops between REVIEW and DESIGN. Reads/writes engagement-passport.yaml in the prospect folder.

Required skills (invoke — do not reimplement)

Layer	Skills
Consult build	consult-frame, consult-arc, consult-gates, consult-acceptance, consult-commercial
Consult quality	consult-integrity, consult-consistency-lint, consult-red-team
Consult ship	consult-package, consult-pursue
Timeln (every stage — see table below)	timeln-find, timeln-decided, timeln-shipped, timeln-warned, timeln-quickly, timeln-plan
Architecture	arch-diagrams (external)

Prospect folder layout

Cold-start pursue (/cos-pursue with client + topic only): all files flat under prospects/{slug}/ — see ../consult-pursue/cold-start/EXAMPLES.md.

Full pipeline (/cos-plan): nested under Output/{Client}-Engagement/:

prospects/{slug}/
├── engagement-passport.yaml
├── Input/                    # transcripts, RFPs, briefs
└── Output/
    └── {Client}-Engagement/
        ├── 00-research.md
        ├── 01-frame.md
        ├── 02-arc.md
        ├── 03-gates.md
        ├── 04-acceptance.md
        ├── 05-commercial.md
        ├── integrity-3.5.md
        ├── integrity-5.5.md
        ├── lint-report.md
        ├── red-team-report.md
        ├── {Client}-Engagement-Proposal-Pack.md
        ├── pursue/           # email, call script
        └── Framework-Variants/

Copy skeleton from prospect-template/.

Engagement passport

Read at stage start; update stage, artifacts, checkpoints, revision_loop, timeln_pulls at stage end.

Env: COS_PASSPORT_RESET=1 — ignore existing passport; start at CAPTURE.

Resume: read stage field; run from that stage forward unless user says restart.

Timeln at every stage

Run the listed Timeln skill(s) before the consult skill for that stage. If MCP unavailable, note timeln skipped — no MCP in stage output and continue with source docs only — never fabricate Timeln results.

Stage	Timeln skill(s)	Query / purpose
0 CAPTURE	timeln-plan	Optional: if user asks "what pursuits this week?", run cascade first; else skip
1 RESEARCH	timeln-find	Open synthesis: domain, client industry, analogous engagements
	timeln-decided	Settled calls on stack, delivery model, pricing patterns for this domain
2 FRAME	timeln-find	Stakeholder / industry context not in transcript
	timeln-quickly	Verbatim client quotes on decision, scope, constraints (Fact + Quote modes)
3 DESIGN — arc	timeln-shipped	Proof points for target capability and options
	timeln-warned	Past failures on proposed technical path
3 DESIGN — gates	timeln-decided	Prior phasing / gate patterns for similar engagements
3 DESIGN — acceptance	timeln-warned	Fold real past failures into fallback rows (per consult-acceptance)
3 DESIGN — commercial	timeln-decided	Precedent duration, access assumptions
	timeln-shipped	Precedent team shape / delivery evidence
3.5 INTEGRITY	timeln-quickly	Verify quoted client language against Timeln + source transcript
	timeln-shipped	Verify any "we've done X" claims in arc/commercial
4 ARCHITECT	timeln-warned	Gut-check architecture choices against past incidents
	timeln-decided	Prior ADRs on platforms, patterns named in diagram
5 BUILD	timeln-shipped	Credibility bullets for framework variants
	timeln-find	Analogous proposal structures / win themes from memory
5.5 REVIEW	timeln-warned	Feed real scars into consult-red-team Devil's Advocate
6 PACKAGE	timeln-quickly	Optional: verbatim quotes for Q&A appendix when user asks
7 PURSUE	timeln-shipped	Proof points for pitch email and call script
	timeln-quickly	Numbers, dates, names client mentioned
8 DELIVER	timeln-quickly	Mid-engagement recall (user invokes ad hoc)
	timeln-decided	Recall settled engagement decisions without relitigating
9 CLOSE	timeln-find	Capture learnings; suggest ingest titles for Timeln
10 SUMMARY	timeln-plan	Optional: feed closed pursuit into next week's cascade

Weekly (parallel, not a pipeline stage): cron timeln-plan — ranks which prospects get pipeline time.

Stage workflow

0 — CAPTURE

1. Create prospects/{slug}/ from template if missing.
2. Initialize engagement-passport.yaml (stage: CAPTURE).
3. Place input in Input/ (transcript, RFP, brief).
4. Checkpoint: "Is this a real pursuit worth framing?" → user yes/no.

1 — RESEARCH

1. timeln-find — domain + analog synthesis → section in 00-research.md.
2. timeln-decided — prior decisions on domain → same file under ## Prior decisions.
3. Write 00-research.md; update passport timeln_pulls.
4. Checkpoint: "Enough context to frame?"

2 — FRAME

1. timeln-find — stakeholder/industry context.
2. timeln-quickly — client quotes on decision and scope.
3. Run consult-frame using Input + research + Timeln sections → 01-frame.md.
4. Checkpoint: User approves frame card → set checkpoints.frame_approved.

3 — DESIGN

Run in order; each step reads prior artifacts + relevant Timeln output:

1. Arc — timeln-shipped, timeln-warned → consult-arc → 02-arc.md
2. Gates — timeln-decided → consult-gates → 03-gates.md
3. Acceptance — timeln-warned → consult-acceptance → 04-acceptance.md
4. Commercial — timeln-decided, timeln-shipped → consult-commercial → 05-commercial.md
5. Checkpoint: User picks option (MVP / Pilot / Full / custom) → option_selected.

3.5 — INTEGRITY (pre-architecture)

1. timeln-quickly + timeln-shipped — prefetch for gate.
2. Run consult-integrity gate 3.5 → integrity-3.5.md.
3. BLOCK if verdict FAIL — return to DESIGN.
4. Checkpoint: User acknowledges open items.

4 — ARCHITECT

1. timeln-warned, timeln-decided on components in scope.
2. Run arch-diagrams → layered, sequence, deployment artifacts in Output folder.
3. Checkpoint: "Diagram matches approved scope?"

5 — BUILD

1. timeln-shipped, timeln-find for variant credibility.
2. Generate framework variants per ../consult-arc/FRAMEWORK-VARIANTS.md.
3. Checkpoint: User picks variant or merge map → record in passport.

5.5 — REVIEW

1. timeln-warned — scars for red team.
2. consult-consistency-lint → lint-report.md
3. consult-red-team → red-team-report.md
4. If critical findings or red-team BLOCK: increment revision_loop (max 2) → back to DESIGN or BUILD.
5. Checkpoint: Ship pack? yes/no

6 — PACKAGE

1. Optional timeln-quickly for appendix quotes.
2. consult-package → {Client}-Engagement-Proposal-Pack.md
3. Checkpoint: Final ship approval → checkpoints.ship_approved

7 — PURSUE

Standard (pack exists):

1. timeln-shipped, timeln-quickly
2. consult-pursue → pursue/email.md, pursue/call-script.md
3. Checkpoint: Send to client?

Cold-start (user gives client + topic only — no pack, no Input brief):

1. Infer slug; create prospects/{slug}/ if missing.
2. Web research → prospects/{slug}/00-research-public.md.
3. Synthesize pack at prospects/{slug}/{Client}-Engagement-Proposal-Pack.md from ../consult-pursue/cold-start/ — label (synthesized).
4. Passport: stage: PURSUE, option_selected: POC, source_mode: cold_start.
5. timeln-shipped, timeln-quickly → consult-pursue.
6. Checkpoint: Send to client? Upgrade to full pipeline when brief arrives (/cos-research).

See /cos-pursue and ../consult-pursue/cold-start/EXAMPLES.md.
Showcases: ../consult-pursue/examples/ho-brothers/ · ../consult-pursue/examples/vodafone-portugal/ (single-folder cold-start).

8 — DELIVER

Live engagement — not automated. User invokes timeln-quickly / timeln-decided ad hoc during delivery. Track gate sign-offs against 03-gates.md / 04-acceptance.md.

9 — CLOSE

1. timeln-find — synthesize learnings.
2. Write 09-close.md; suggest Timeln ingest (transcript, decision, retro).
3. Update passport stage: CLOSE.

10 — SUMMARY

Write 10-process-summary.md: stages completed, revision loops, Timeln pulls used, time estimate, open items.

Optional timeln-plan to reprioritize next pursuits.

Post-win expansion (not a pipeline stage): once a deal is won, run /cos-market (consult-market) to find the next 5 lookalike accounts in the same industry + size for the same use case. Standalone, manual-seed — does not read the passport.

Output — process summary shape

## Pipeline summary -- {client} -- {YYYY-MM-DD}

**Stage reached:** ...
**Revision loops:** n/2
**Option selected:** ...

**Timeln skills invoked**
| Stage | Skill | Outcome |
|---|---|---|
| 1 | timeln-find | ... |
| ... | ... | ... |

**Artifacts**
- ...

**Open items**
- ...

**Next command:** /cos-resume | /cos-pursue | timeln-plan

Rules

• Never duplicate Timeln MCP calls inline — always invoke the timeln-* skill workflow.
• If a Timeln skill returns no record, pass that through; do not invent memory.
• Do not skip integrity 3.5 before ARCHITECT or 5.5 before PACKAGE.
• One primary decision thread from frame through pack — lint enforces.
• Max 2 revision loops; then escalate to user with explicit tradeoff list.

Commands

/cos-plan starts at 0; /cos-resume reads passport. (Slash commands in .claude-plugin/commands/.)

Pairing

Skill	Pipeline role
timeln-plan	Weekly prioritization + optional post-close
timeln-find	Research, build, close synthesis
timeln-decided	Research, gates, commercial, architect, deliver
timeln-shipped	Arc, commercial, integrity, build, pursue
timeln-warned	Arc, acceptance, architect, review
timeln-quickly	Frame, integrity, package, pursue, deliver
consult-market	Post-win: top-5 lookalike target list (standalone)