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)

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.

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