Danthamanvoiss Salesportl Hvac Brand Bootstrap Memory Loop

---
name: salesportl-hvac-brand-bootstrap-memory-loop
description: Create reusable brand context, SOP memory, and operating guidance for HVAC home services accounts starting from zero.
version: 2.0.0
tags: [salesportl, hvac, niche-suite, context-loop, qa-recursive, tool-node-aware]
---

## Purpose
Create reusable brand context, SOP memory, and operating guidance for HVAC home services accounts starting from zero.

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

## Industry fit: micro-niche variants
- residential service/repair
- commercial HVAC contracts
- installation/replacement specialists

## Standard operating patterns (SOP)
- call triage and dispatch priority
- estimate→approval→install workflow
- maintenance-plan renewal cadence

## SalesPortl platform tooling focus (if available in workspace)
- campaign nodes for seasonal demand
- click tracking by emergency vs install intent
- pipeline/dispatch calendar automation

## 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. Capture founding context: offer, pricing logic, target segments, differentiators, and service boundaries.
2. Define initial brand posture: message pillars, approved/prohibited claims, tone, and proof standards.
3. Draft initial SOP map aligned to this industry and micro-niche variants.
4. Create a reusable memory update block: what worked, failed, assumptions changed, and next-run adjustments.
5. Trigger a refinement loop every run so context quality improves over time instead of drifting.

## 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
- Brand core summary: ...
- Initial SOP matrix: ...
- Approved vs prohibited claim set: ...
- Memory update template for future runs: ...
- Priority gaps to resolve next: ...
```

## 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.