Danthamanvoiss Salesportl Professional Services Context Intake

---
name: salesportl-professional-services-context-intake
description: Collect nuanced professional services context across business model, micro-niche, and operating constraints.
version: 2.0.0
tags: [salesportl, professional-services, niche-suite, context-loop, qa-recursive, tool-node-aware]
---

## Purpose
Collect nuanced professional services context across business model, micro-niche, and operating constraints.

## Use when
- You are operating inside `SalesPortl-Professional-Services-Skills-Suite`.
- You need professional services execution quality for consultancies, law/accounting firms, and advisory practices.
- You want repeatable, improving workflows that learn from each run via context + memory updates.

## Industry fit: micro-niche variants
- advisory retainers
- project-based consulting
- specialized legal/accounting engagements

## Standard operating patterns (SOP)
- discovery and scope alignment
- compliance-aware messaging review
- engagement onboarding and review cadence

## SalesPortl platform tooling focus (if available in workspace)
- campaign setup for expertise-led demand gen
- workflow nodes for intake→proposal→onboarding
- pipeline stages for opportunity→engagement

## 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. Collect and normalize business goals, constraints, and current maturity level.
2. Identify micro-niche archetype and operational model from the provided variant list.
3. Capture existing stack usage for campaigns, workflows, pipeline, calendar, and web/app assets.
4. List missing context required for reliable execution and propose smallest follow-up questions.

## 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
- Context snapshot: ...
- Micro-niche classification: ...
- Knowns/unknowns and risk flags: ...
- Minimal clarifying question set: ...
```

## 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.