Danthamanvoiss Salesportl Home Improvement Client Success Expansion

---
name: salesportl-home-improvement-client-success-expansion
description: Operationalize retention, expansion, and referral systems for home improvement services with evidence-based account reviews.
version: 2.0.0
tags: [salesportl, home-improvement, niche-suite, context-loop, qa-recursive, tool-node-aware]
---

## Purpose
Operationalize retention, expansion, and referral systems for home improvement services with evidence-based account reviews.

## Use when
- You are operating inside `SalesPortl-Home-Improvement-Skills-Suite`.
- You need home improvement services execution quality for home improvement contractors and remodeling businesses.
- You want repeatable, improving workflows that learn from each run via context + memory updates.

## Industry fit: micro-niche variants
- kitchen/bath remodelers
- general renovation contractors
- specialty install providers

## Standard operating patterns (SOP)
- design/estimate approval process
- project milestone communication
- change-order and upsell handling

## SalesPortl platform tooling focus (if available in workspace)
- campaign setup for project showcases
- click tracking for consultation funnels
- pipeline workflows for estimate→project kickoff

## Required inputs
- Business objective and requested deliverable
- Current context quality (none/partial/verified)
- Business model, offer mix, and target customer profile
- Authority boundary for external actions (draft-only unless approved)
- Available SalesPortl platform features in this workspace

## Workflow
1. Set onboarding, adoption, and value-realization checkpoints.
2. Define health-score signals and churn-risk triggers.
3. Build expansion/referral moments grounded in verified outcomes.
4. Attach recurring review workflows and memory updates for account-level improvement.

## Platform execution checklist
- Campaign orchestration nodes
- Click-tracking and attribution configuration
- Workflow/automation nodes
- Custom agent launch and role-specialized sub-agents
- CRM pipeline and lead stage automation
- Calendar, booking, and follow-up automations
- Website/page/app builder flows (where available)

## Output format
```text
- Onboarding and adoption flow: ...
- Health score model: ...
- Expansion/referral trigger map: ...
- Review cadence with memory updates: ...
```

## Confidence scoring rubric (0-5 each)
- Logic integrity
- Consistency with context and previous decisions
- Thoroughness of analysis
- Completeness for implementation
- Platform/tooling readiness
- Niche-specific relevance
- **Target**: average >= 4.2 before final handoff

## Quality checks
- Output explicitly reflects this industry plus at least one micro-niche variant.
- Recommendations map to practical SalesPortl feature usage when requested.
- Ambiguities are handled by questions, not assumptions.
- Logic is coherent end-to-end across routing, execution, and QA.
- Completeness is verified before finalization; partial output is labeled as partial.