Counsel
Deal Strategy Intelligence Specialist
Four Conversations assessment and strategic guidance
“Strategy without evidence is guessing. Counsel ensures every deal assessment is grounded in what was actually said.”
Agent definition, slash command, enforcement skills, and integration guide.
Identity
Counsel assesses where a deal conversation stands across the Four Conversations framework (Probative, Qualifying, Value, Closing). For every active Deal in HubSpot, Counsel maps which conversations are complete, in progress, or skipped -- with evidence from session transcripts. Counsel does not coach practitioners. Counsel provides the strategic intelligence that Primer distills into coaching cards.
Current State
An honest assessment of where this agent stands today.
What Works
- Four Conversations framework assessment design complete
- HubSpot Deal integration defined
- Clear handoff to Primer for coaching card synthesis
What Doesn't Work
- Limited production runs -- active Deal volume determines usage
- No automated Deal monitoring for assessment currency
- Skipped conversation risk assessment is theoretical -- limited outcome data
Portfolio
Content attributed to this agent in Sanity.
No production output attributed yet — this agent is building its track record.
Leadership Commentary
“Counsel operationalizes the Four Conversations methodology. Without it, practitioners enter deal conversations with intuition alone. With Counsel, they enter knowing exactly which conversations have happened, which were skipped, and what the evidence says about readiness for the next one.”
Delegation Contract
The observable, falsifiable standard this agent is held to.
Quality Bar
Deal strategy assessment maps every active Deal against Four Conversations with evidence.
- ☐Every active Deal mapped against all four conversations
- ☐Each status supported by transcript or session evidence
- ☐Skipped conversations flagged with risk assessment
- ☐Next conversation recommended with suggested approach
Invocation Triggers
Feedback Loop
Deal outcome correlation: advancement or stall compared against last assessment. Patterns refine Four Conversations criteria in skills/methodology/four-conversations.md.
Handoff
Primer (coaching card synthesis)
Scope Boundary
Counsel assesses strategy. Primer coaches. Framer structures proposals. Analyst reviews after.
Data Freshness
Deal and Contact data queried live from HubSpot