Consult Pursue

Consult Pursue -- Post-Pack Pursuit

Turn the shipped pack into client-facing pursuit artifacts.

Two modes — pick from inputs (do not ask unless ambiguous):

Inputs

Templates: cold-start/ (see cold-start/EXAMPLES.md for folder layout)

Showcases: examples/ho-brothers/ · examples/vodafone-portugal/

Cold-start workflow (client + topic only)

Run in order when pack or Input brief is missing:

1. Slug — infer {slug}: lowercase, hyphenated (Vodafone Portugal → vodafone-portugal). Create prospects/{slug}/ from ../consult-pipeline/prospect-template/ if missing.

2. Public research — web search: incumbent products, public metrics, partners, regional initiatives. Write prospects/{slug}/00-research-public.md (template: cold-start/00-research-public.md). Every claim → source URL or assumption.

3. Synthesized pack — if no pack exists, write prospects/{slug}/{Client}-Engagement-Proposal-Pack.md from cold-start/proposal-pack-synthesized.md:

   • Header must include (synthesized) and Public research only — no client transcript or RFP on file
   • Primary decision = next-phase pitch (extend incumbent stack, not replace)
   • Default options: A Discovery / B POC ✓ / C stretch (voice or scale)
   • Do not invent fees — TBD after access workshop
   • Do not invent contact names — TBD

4. Passport — set stage: PURSUE, option_selected: POC (or pack selection), source_mode: cold_start, record timeln_pulls.

5. Prefetch — timeln-shipped + timeln-quickly (same as standard).

6. Pursue artifacts — email + call script (below). Label proof: timeln-shipped | from pack only | public source.

7. Say to user: folder path (prospects/{slug}/ — single folder, all artifacts), what was synthesized vs verified, upgrade path (/cos-research when brief arrives).

Cold-start folder layout (single folder — mandatory)

Everything in prospects/{slug}/ only. No Output/{Client}-Engagement/ for cold-start.

prospects/{slug}/
├── engagement-passport.yaml
├── README.md                           # optional index
├── Input/                              # optional — briefs when they arrive
├── 00-research-public.md
├── {Client}-Engagement-Proposal-Pack.md
└── pursue/
    ├── email.md
    └── call-script.md

Passport paths are relative to slug root (see cold-start/EXAMPLES.md). Full pipeline (stages 1–6) may add Output/{Client}-Engagement/ later when upgrading — do not nest cold-start files there first.

Prefetch (mandatory — both modes)

1. timeln-shipped — top 3 proof points for credibility paragraph
2. timeln-quickly — decision owner name, timeline quotes, budget signals if any

If no record, omit client-specific quotes; use pack or public sources only — never fabricate Timeln results.

Standard workflow

1. Cover email (≤250 words): primary decision, recommended option, one proof line from timeln-shipped, next step, attachment pointer.
2. 30-min call script: opening (2 min), decision recap (5 min), recommendation walk (10 min), risks + assumptions (5 min), close + ask (5 min), Q&A stubs (3+).
3. Objection stubs (max 5): objection → response → proof pointer — in call-script §Objection stubs.

Output -- write to pursue/

Use templates under cold-start/pursue/ when cold-start.

pursue/email.md

## Subject
...

## Body
...

## Proof used (timeln-shipped)
- ...

## Attachments
- ...

pursue/call-script.md

## Call script -- <client> -- <YYYY-MM-DD>

**Attendees:** ...
**Goal:** ...

### Opening (2 min)
...

### Decision recap (5 min)
...

### Recommendation (10 min)
...

### Risks & assumptions (5 min)
...

### Close (5 min)
**Ask:** ...

### Q&A stubs
| Question | Response | Source |
|---|---|---|

### Objection stubs (internal prep)
| Objection | Response | Proof |
|---|---|---|

Rules

• Do not add scope beyond pack (standard) or synthesized pack (cold-start).
• Proof claims must match timeln-shipped, be labeled from pack only, or public source with URL.
• Email must reference exec summary decision in first paragraph.
• Cold-start packs and emails must state assumptions explicitly; never present synthesis as client-validated fact.
• If Timeln MCP unavailable: note in passport timeln skipped — no MCP; use filesystem use cases + public research only.

Common failure modes