ceo-orchestration 1.0.0

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  1. package/.claude/adr/ADR-001-runtime-state-directory.md +164 -0
  2. package/.claude/adr/ADR-002-hooks-package-layout.md +228 -0
  3. package/.claude/adr/ADR-003-branch-protection-replaces-skill-signing.md +266 -0
  4. package/.claude/adr/ADR-004-defer-bash-legacy-removal.md +171 -0
  5. package/.claude/adr/ADR-005-event-stream-v2.md +153 -0
  6. package/.claude/adr/ADR-006-registry-derived-manifests.md +145 -0
  7. package/.claude/adr/ADR-007-spec-v1-semver-rc-policy.md +159 -0
  8. package/.claude/adr/ADR-008-hook-adapter-layer.md +169 -0
  9. package/.claude/adr/ADR-009-squad-contract.md +167 -0
  10. package/.claude/adr/ADR-010-canonical-edit-sentinel.md +181 -0
  11. package/.claude/adr/ADR-011-event-stream-v2.1-injection-flag.md +150 -0
  12. package/.claude/adr/ADR-012-cross-adapter-golden-fixtures.md +182 -0
  13. package/.claude/adr/ADR-013-squad-trading-hft.md +135 -0
  14. package/.claude/adr/ADR-014-hook-migration-batch-policy.md +197 -0
  15. package/.claude/adr/ADR-015-reflexion-v2-outcome-loop.md +248 -0
  16. package/.claude/adr/ADR-016-spawn-token-tracking.md +179 -0
  17. package/.claude/adr/ADR-017-lesson-pruning-policy.md +193 -0
  18. package/.claude/adr/ADR-018-claim-grammar.md +302 -0
  19. package/.claude/adr/ADR-019-AMEND-1-confidence-gate-block-mode-lifecycle.md +128 -0
  20. package/.claude/adr/ADR-019-AMEND-2-CLASS-SHA_EXISTS-promote-to-high-confidence-block.md +67 -0
  21. package/.claude/adr/ADR-019-confidence-gate-enforcement-lifecycle.md +221 -0
  22. package/.claude/adr/ADR-020-lesson-pruning-policy-v2.md +171 -0
  23. package/.claude/adr/ADR-021-e2e-harness-contract.md +189 -0
  24. package/.claude/adr/ADR-022-reserved-slot.md +52 -0
  25. package/.claude/adr/ADR-023-docs-freshness-lifecycle.md +184 -0
  26. package/.claude/adr/ADR-024-perf-baseline-policy.md +222 -0
  27. package/.claude/adr/ADR-025-squad-edtech.md +236 -0
  28. package/.claude/adr/ADR-026-squad-government.md +263 -0
  29. package/.claude/adr/ADR-027-unified-agent-state-backend.md +266 -0
  30. package/.claude/adr/ADR-028-multi-llm-canonical-parity.md +244 -0
  31. package/.claude/adr/ADR-029-lexical-tfidf-retrieval.md +205 -0
  32. package/.claude/adr/ADR-030-llm-as-judge-methodology.md +336 -0
  33. package/.claude/adr/ADR-031-self-improving-skills.md +221 -0
  34. package/.claude/adr/ADR-032-interactive-debate-protocol.md +337 -0
  35. package/.claude/adr/ADR-033-cost-budget-enforcement.md +275 -0
  36. package/.claude/adr/ADR-034-shared-working-memory.md +233 -0
  37. package/.claude/adr/ADR-035-otel-export.md +242 -0
  38. package/.claude/adr/ADR-036-output-safety.md +263 -0
  39. package/.claude/adr/ADR-037-chaos-testing-methodology.md +289 -0
  40. package/.claude/adr/ADR-038-session-graph-continuity.md +243 -0
  41. package/.claude/adr/ADR-039-skill-marketplace-protocol.md +170 -0
  42. package/.claude/adr/ADR-040-AMEND-2-credential-blocking.md +390 -0
  43. package/.claude/adr/ADR-040-live-adapter-activation-contract.md +285 -0
  44. package/.claude/adr/ADR-041-transition-log-convention.md +272 -0
  45. package/.claude/adr/ADR-042-AMEND-1-read-only-mcp-tools-expansion.md +214 -0
  46. package/.claude/adr/ADR-042-mcp-server-contract.md +727 -0
  47. package/.claude/adr/ADR-043-soc2-audit-trail-mapping.md +503 -0
  48. package/.claude/adr/ADR-044-formal-verification-pilot.md +505 -0
  49. package/.claude/adr/ADR-045-policy-as-code-engine.md +705 -0
  50. package/.claude/adr/ADR-046-deterministic-replay.md +167 -0
  51. package/.claude/adr/ADR-047-predictive-budgeting.md +213 -0
  52. package/.claude/adr/ADR-048-cross-plan-memory.md +227 -0
  53. package/.claude/adr/ADR-049-policy-engine-dual-path-deprecation.md +96 -0
  54. package/.claude/adr/ADR-049a-worktree-orchestration-policy.md +414 -0
  55. package/.claude/adr/ADR-050-native-subagents-dual-rail.md +165 -0
  56. package/.claude/adr/ADR-051-skill-reference-expanded-trust-boundary.md +282 -0
  57. package/.claude/adr/ADR-052-multi-model-dispatch-by-role.md +444 -0
  58. package/.claude/adr/ADR-053-sentinel-hmac-deferred.md +227 -0
  59. package/.claude/adr/ADR-054-AMEND-1-anthropic-admin-key-tier.md +131 -0
  60. package/.claude/adr/ADR-054-github-token-rotation.md +111 -0
  61. package/.claude/adr/ADR-055-AMEND-1-spool-writer-async-drain.md +170 -0
  62. package/.claude/adr/ADR-055-AMEND-2-chain-reset-marker.md +126 -0
  63. package/.claude/adr/ADR-055-AMEND-3-opportunistic-drain-nonblocking.md +183 -0
  64. package/.claude/adr/ADR-055-audit-log-hmac-chain.md +264 -0
  65. package/.claude/adr/ADR-056-hook-lifecycle-expansion.md +261 -0
  66. package/.claude/adr/ADR-057-output-scan-redaction.md +268 -0
  67. package/.claude/adr/ADR-058-brainstorm-gate-and-two-pass-review.md +240 -0
  68. package/.claude/adr/ADR-059-skill-bootstrap-env-knob.md +204 -0
  69. package/.claude/adr/ADR-060-curated-skill-import-pipeline.md +464 -0
  70. package/.claude/adr/ADR-061-runtime-cost-streaming.md +171 -0
  71. package/.claude/adr/ADR-062-AMEND-1-rag-conditional-default-on-supersedes-opt-in.md +232 -0
  72. package/.claude/adr/ADR-062-rag-sidecar-mcp-opt-in.md +231 -0
  73. package/.claude/adr/ADR-063-agent-eval-empirical-dispatch-validation.md +609 -0
  74. package/.claude/adr/ADR-064-dynamic-tier-policy-learned-dispatch.md +288 -0
  75. package/.claude/adr/ADR-065-audit-event-naming-convention.md +185 -0
  76. package/.claude/adr/ADR-066-context-mode-orthogonal-to-manifest.md +92 -0
  77. package/.claude/adr/ADR-067-ceo-model-downshift-static-routing.md +219 -0
  78. package/.claude/adr/ADR-069-wondelai-skills-import-refused.md +183 -0
  79. package/.claude/adr/ADR-070-audit-emit-package-layout.md +228 -0
  80. package/.claude/adr/ADR-071-benchmark-comparison-methodology.md +209 -0
  81. package/.claude/adr/ADR-072-test-discovery-via-conftest.md +184 -0
  82. package/.claude/adr/ADR-073-semver-bump-criteria-sprint-32.md +209 -0
  83. package/.claude/adr/ADR-074-sprint-32-phase-3-b1-refused.md +320 -0
  84. package/.claude/adr/ADR-075-sprint-32-phase-5-b5-benchmark-refused.md +250 -0
  85. package/.claude/adr/ADR-076-sprint-32-final-closure.md +218 -0
  86. package/.claude/adr/ADR-077-2026-04-24-webfetch-injection-incident.md +203 -0
  87. package/.claude/adr/ADR-078-sentinel-cosign-clarification.md +295 -0
  88. package/.claude/adr/ADR-079-prompt-sha-salt-hmac-impact.md +221 -0
  89. package/.claude/adr/ADR-080-rail-anomaly-h4-defense-in-depth.md +1143 -0
  90. package/.claude/adr/ADR-081-token-as-time-unit.md +272 -0
  91. package/.claude/adr/ADR-082-l7c-mitigation-default-on.md +240 -0
  92. package/.claude/adr/ADR-083-mcp-injection-scanner.md +225 -0
  93. package/.claude/adr/ADR-084-multi-adapter-refused-claude-only.md +152 -0
  94. package/.claude/adr/ADR-085-framework-landscape-claude-only.md +183 -0
  95. package/.claude/adr/ADR-086-checkpointing-refused.md +124 -0
  96. package/.claude/adr/ADR-087-AMEND-1-otel-consume-native-opt-in.md +217 -0
  97. package/.claude/adr/ADR-087-otel-emit-refused.md +136 -0
  98. package/.claude/adr/ADR-088-guardrails-library-refused.md +128 -0
  99. package/.claude/adr/ADR-089-sec-cluster-disposition.md +182 -0
  100. package/.claude/adr/ADR-090-framework-activation-defaults.md +217 -0
  101. package/.claude/adr/ADR-091-dogfood-validation-deferred.md +128 -0
  102. package/.claude/adr/ADR-092-plan-closure-honest-deferral.md +165 -0
  103. package/.claude/adr/ADR-093-refused-adr-moratorium.md +181 -0
  104. package/.claude/adr/ADR-094-claude-sdk-compat-version-pinning.md +160 -0
  105. package/.claude/adr/ADR-095-calendar-gate-retraction.md +202 -0
  106. package/.claude/adr/ADR-096-vibecoder-only-by-design.md +215 -0
  107. package/.claude/adr/ADR-097-function-length-advisory-permanent.md +186 -0
  108. package/.claude/adr/ADR-098-ceo-boot-audit-emit-register.md +251 -0
  109. package/.claude/adr/ADR-099-changesets-adoption.md +245 -0
  110. package/.claude/adr/ADR-100-trusted-dependencies-re-affirm.md +208 -0
  111. package/.claude/adr/ADR-101-replay-redact-helper.md +106 -0
  112. package/.claude/adr/ADR-102-mcp-introspection-extends-042.md +165 -0
  113. package/.claude/adr/ADR-103-calendar-gate-final-purge.md +121 -0
  114. package/.claude/adr/ADR-104-AMEND-1-aek-dated-promotion-criteria.md +338 -0
  115. package/.claude/adr/ADR-104-adaptive-execution-kernel-advisory.md +210 -0
  116. package/.claude/adr/ADR-105-multi-llm-coordinated-supersede.md +126 -0
  117. package/.claude/adr/ADR-106-codex-mcp-adapter-contract.md +153 -0
  118. package/.claude/adr/ADR-107-pair-rail-mandatory-l2-plus.md +189 -0
  119. package/.claude/adr/ADR-108-cross-llm-veto-floor.md +129 -0
  120. package/.claude/adr/ADR-109-codex-skill-rehash-protocol.md +104 -0
  121. package/.claude/adr/ADR-110-codex-pretool-enforcement.md +94 -0
  122. package/.claude/adr/ADR-111-locked-corpus-governance.md +191 -0
  123. package/.claude/adr/ADR-112-grandfather-cap-scope-clarification.md +192 -0
  124. package/.claude/adr/ADR-113-plan-084-canonical-guard-extension.md +59 -0
  125. package/.claude/adr/ADR-114-codex-egress-redaction-symmetry.md +72 -0
  126. package/.claude/adr/ADR-115-post-sota-maintenance-mode.md +152 -0
  127. package/.claude/adr/ADR-116-AMEND-1-kernel-extension-v2.md +640 -0
  128. package/.claude/adr/ADR-116-kernel-hard-deny-tier-0-extension.md +465 -0
  129. package/.claude/adr/ADR-117-adr-id-collision-rename-policy.md +279 -0
  130. package/.claude/adr/ADR-118-AMEND-1-phase-c-enforcing-flip.md +191 -0
  131. package/.claude/adr/ADR-118-god-mode-auto-usable-state.md +338 -0
  132. package/.claude/adr/ADR-119-sentinel-unlock-contract.md +133 -0
  133. package/.claude/adr/ADR-120-pii-core-promotion.md +280 -0
  134. package/.claude/adr/ADR-121-sentinel-signers-rotation-policy.md +434 -0
  135. package/.claude/adr/ADR-122-dpop-mcp-bearer-replay-defense.md +232 -0
  136. package/.claude/adr/ADR-123-streaming-adapter-canonical-source.md +130 -0
  137. package/.claude/adr/ADR-124-post-audit-sota-execution-mode.md +362 -0
  138. package/.claude/adr/ADR-125-risk-tiered-defaulting-doctrine.md +355 -0
  139. package/.claude/adr/ADR-126-governed-sidecar-capability-model.md +509 -0
  140. package/.claude/adr/ADR-127-pair-rail-advisory-promotion.md +218 -0
  141. package/.claude/adr/ADR-128-c2-vector-memory-capability-class.md +380 -0
  142. package/.claude/adr/ADR-129-AMEND-1-key-floor-waiver-lift.md +249 -0
  143. package/.claude/adr/ADR-129-c1-crypto-capability-class.md +289 -0
  144. package/.claude/adr/ADR-131-c5-dev-tools-capability-class.md +215 -0
  145. package/.claude/adr/ADR-132-goap-advisory-planning-doctrine.md +333 -0
  146. package/.claude/adr/ADR-133-autonomous-loop-opt-in-capability-doctrine.md +440 -0
  147. package/.claude/adr/ADR-135-AMEND-1-write-mode-trust-boundary.md +457 -0
  148. package/.claude/adr/ADR-135-AMEND-2-write-mode-activation.md +175 -0
  149. package/.claude/adr/ADR-135-federation-contract-mvp.md +253 -0
  150. package/.claude/adr/ADR-136-AMEND-1-workflow-primitive-adoption.md +139 -0
  151. package/.claude/adr/ADR-136-workflow-engine-doctrine.md +155 -0
  152. package/.claude/adr/ADR-137-skill-priority-stack-decision.md +162 -0
  153. package/.claude/adr/ADR-138-ac-format-priority-and-story-anchor.md +149 -0
  154. package/.claude/adr/ADR-139-coverage-doctrine-tiered.md +133 -0
  155. package/.claude/adr/ADR-140-receiving-review-doctrine.md +136 -0
  156. package/.claude/adr/ADR-141-reduce-protocol.md +124 -0
  157. package/.claude/adr/ADR-142-opus-4-8-model-bump.md +116 -0
  158. package/.claude/adr/ADR-143-git-hook-bypass-guard.md +166 -0
  159. package/.claude/adr/ADR-144-subagent-model-tiering-frontmatter.md +111 -0
  160. package/.claude/adr/ADR-145-cross-model-review-persona-demand-modality.md +103 -0
  161. package/.claude/adr/ADR-146-adversary-review-hook.md +122 -0
  162. package/.claude/adr/ADR-147-eval-harness-doctrine.md +109 -0
  163. package/.claude/adr/ADR-148-canonical-pricing-source.md +123 -0
  164. package/.claude/adr/ADR-149-model-id-allowlist.md +196 -0
  165. package/.claude/adr/ADR-150-commit-signing-policy.md +12 -0
  166. package/.claude/adr/ADR-151-fan-plan-advisory-bridge.md +178 -0
  167. package/.claude/adr/ADR-152-claude-md-decomposition.md +262 -0
  168. package/.claude/adr/ADR-153-compaction-continuity.md +141 -0
  169. package/.claude/adr/ADR-154-updatedinput-single-rewriter.md +68 -0
  170. package/.claude/adr/ADR-155-install-baseline-manifest.md +66 -0
  171. package/.claude/adr/ADR-156-constitution-sync-cascade.md +122 -0
  172. package/.claude/adr/README.md +392 -0
  173. package/.claude/adversary.md +116 -0
  174. package/.claude/agent-metrics.md +101 -0
  175. package/.claude/agents/_dispatch.md +30 -0
  176. package/.claude/agents/_probe_architect.md +45 -0
  177. package/.claude/agents/_probe_canonical_edit.md +46 -0
  178. package/.claude/agents/_probe_missing_skill.md +42 -0
  179. package/.claude/agents/code-reviewer.md +166 -0
  180. package/.claude/agents/devops.md +114 -0
  181. package/.claude/agents/identity-trust-architect.md +234 -0
  182. package/.claude/agents/incident-commander.md +285 -0
  183. package/.claude/agents/llm-finops-architect.md +265 -0
  184. package/.claude/agents/performance-engineer.md +148 -0
  185. package/.claude/agents/qa-architect.md +167 -0
  186. package/.claude/agents/security-engineer.md +192 -0
  187. package/.claude/agents/threat-detection-engineer.md +238 -0
  188. package/.claude/benchmarks/_schemas/judge-prompt.md +26 -0
  189. package/.claude/benchmarks/_schemas/judge-rubric-example.json +11 -0
  190. package/.claude/benchmarks/_schemas/judge-rubric.yaml +39 -0
  191. package/.claude/benchmarks/calibration-grades.jsonl +6 -0
  192. package/.claude/benchmarks/human-sample-calibration.md +232 -0
  193. package/.claude/benchmarks/judge-rotation-schedule.md +61 -0
  194. package/.claude/benchmarks/retrieval-judgment-set.yaml +194 -0
  195. package/.claude/benchmarks/tests/test_retrieval_recall_gate.py +330 -0
  196. package/.claude/commands/agent-budget.md +105 -0
  197. package/.claude/commands/architect.md +130 -0
  198. package/.claude/commands/audit-page.md +149 -0
  199. package/.claude/commands/audit-tokens.md +89 -0
  200. package/.claude/commands/ceo-boot.md +118 -0
  201. package/.claude/commands/ceo-info.md +71 -0
  202. package/.claude/commands/debate.md +258 -0
  203. package/.claude/commands/effort.md +99 -0
  204. package/.claude/commands/fan-plan.md +129 -0
  205. package/.claude/commands/goap.md +163 -0
  206. package/.claude/commands/lesson-review.md +66 -0
  207. package/.claude/commands/memory-scratchpad.md +100 -0
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  218. package/.claude/data/audit-registry.golden.txt +306 -0
  219. package/.claude/data/canonical_models.json +1030 -0
  220. package/.claude/data/confidence-gate-class-tiers.json +24 -0
  221. package/.claude/data/cookbook_patterns.json +139 -0
  222. package/.claude/data/federation/enabled.md +34 -0
  223. package/.claude/data/federation/lan-enabled.md +38 -0
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  248. package/.claude/eval/tasks/t10_binary_search.py +58 -0
  249. package/.claude/frontend-team.md +202 -0
  250. package/.claude/governance/README.md +37 -0
  251. package/.claude/governance/audit_tokens_allowlist.json +37 -0
  252. package/.claude/governance/codex-cli-binary-sha256.txt +32 -0
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  254. package/.claude/governance/function-length-grandfather.yaml +2095 -0
  255. package/.claude/governance/governance-waivers.yaml +28 -0
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@@ -0,0 +1,292 @@
1
+ ---
2
+ name: deal-strategist
3
+ description: >
4
+ MEDDPICC qualification, competitive positioning, and win planning for complex B2B
5
+ sales cycles. Scores opportunities against an 8-element framework, exposes pipeline
6
+ risk before it becomes forecast error, and authors close plans with stage-level
7
+ actions, owners, and buyer-side validation gates. Use when an opportunity needs
8
+ structured qualification, when a deal is stalled or single-threaded, when competitive
9
+ displacement is active, or when forecast accuracy on a commit deal must be defended
10
+ with documented evidence rather than optimism.
11
+ owner: Morgan Hale (Deal Strategist, domain persona)
12
+ tier: domain:sales
13
+ scope_tags: [meddpicc, deal-strategy, qualification, competitive-positioning, win-planning, b2b]
14
+ inspired_by:
15
+ - source: msitarzewski/agency-agents/sales/sales-deal-strategist.md@783f6a72bfd7f3135700ac273c619d92821b419a
16
+ license: MIT
17
+ relationship: structural_inspiration
18
+ authored_by: ceo-orchestration framework
19
+ authored_at: 2026-05-07
20
+ # --- smart-loading fields (PLAN-083 Wave 0b sub-agent 0.7c) ---
21
+ domain: sales
22
+ priority: 8
23
+ risk_class: low
24
+ stack: []
25
+ context_budget_tokens: 500
26
+ inactive_but_retained: true
27
+ repo_profile_binding:
28
+ frontend: {active: false, priority: 10}
29
+ engine: {active: false, priority: 10}
30
+ fintech: {active: false, priority: 10}
31
+ trading-readonly: {active: false, priority: 10}
32
+ generic: {active: false, priority: 10}
33
+ activation_triggers: []
34
+ # --- K1 paths: native file-touch activation (PLAN-135 W3 unit k1a) ---
35
+ paths:
36
+ - "**/deals/**"
37
+ - "**/opportunities/**"
38
+ - "**/close-plans/**"
39
+ ---
40
+
41
+ # Deal Strategist
42
+
43
+ ## Cardinal Rule
44
+
45
+ A deal without a documented Champion, Economic Buyer, and verified pain is
46
+ forecasted at zero regardless of stage. Stage advancement without evidence is
47
+ pipeline inflation, not progress. Every qualification gap carries a corresponding
48
+ deal-loss probability that compounds each week it remains unaddressed.
49
+
50
+ ## Fail-Fast Rule
51
+
52
+ Qualify out early or pay full price at the end. A deal that cannot produce a
53
+ quantified pain statement, a named Economic Buyer with verified access, and a
54
+ Champion willing to act internally is disqualified from commit forecast until those
55
+ three elements are documented. Continued investment in an unqualified deal diverts
56
+ capacity from deals that can close.
57
+
58
+ ## When to Apply
59
+
60
+ - Initial opportunity qualification before committing resource to a discovery cycle.
61
+ - Stage-gate review when a deal is advancing without evidence-backed MEDDPICC coverage.
62
+ - Competitive displacement scenarios where evaluation criteria drift toward a rival.
63
+ - Stalled deal recovery when momentum has stopped and the cause is undiagnosed.
64
+ - Forecast defense when a commit deal requires documented evidence to survive inspection.
65
+ - Win plan authoring for deals above deal-size threshold entering the final third of
66
+ the sales cycle.
67
+ - Pipeline hygiene reviews to cull deals older than 2× average sales cycle without
68
+ a compelling event.
69
+
70
+ ## MEDDPICC Discipline
71
+
72
+ All eight elements must carry documented evidence, not assumptions. A score without
73
+ evidence is a guess. Gaps are surfaced explicitly; no element is marked complete
74
+ until the evidence statement is verifiable in the deal record.
75
+
76
+ ### Metrics
77
+
78
+ The quantifiable outcome the buyer must achieve. Evidence format: specific number,
79
+ current baseline, target state, and consequence of missing it. "Better reporting" is
80
+ a feature request, not a metric. Acceptable evidence: "Reduce new-hire onboarding
81
+ from 14 days to 3, saving $420K annually in lost productivity." If the buyer cannot
82
+ articulate the metric, the internal business case does not exist. Help them build it
83
+ or disqualify.
84
+
85
+ ### Economic Buyer
86
+
87
+ The individual who controls budget allocation and can approve spend without escalation.
88
+ The EB is not necessarily the contract signer. Test: can this person reallocate budget
89
+ from another initiative to fund this deal? If the answer is uncertain, access has not
90
+ been earned. EB access is negotiated through the Champion; it is not granted by
91
+ title-matching org charts.
92
+
93
+ ### Decision Criteria
94
+
95
+ The explicit technical, business, and commercial criteria the buying committee will
96
+ use to evaluate options. If criteria are undocumented, the competitor who co-authored
97
+ them is leading. Decision criteria must be captured before the formal evaluation stage.
98
+ Criteria not yet documented are treated as adverse until confirmed neutral or favorable.
99
+
100
+ ### Decision Process
101
+
102
+ The sequential steps from shortlist to signed contract, including approval levels,
103
+ committee composition, timeline, and explicit dependencies between steps. Every
104
+ unmapped step is a place the deal can stall without visible cause. Required capture:
105
+ step name, owner (buyer side), gate condition, and estimated duration.
106
+
107
+ ### Paper Process
108
+
109
+ Legal review, procurement intake, security questionnaire, vendor risk assessment,
110
+ DPA execution, and InfoSec review. Paper process is the operational gauntlet where
111
+ verbally-won deals die. Initiation timing: no later than stage 3 of a 5-stage cycle.
112
+ A 6-week procurement cycle discovered in week 11 destroys the quarter.
113
+
114
+ ### Identify Pain
115
+
116
+ The specific, quantified business problem driving urgency. Pain has a cost—revenue,
117
+ risk, time, or reputational. Acceptable evidence: "Lost three enterprise deals last
118
+ quarter because implementation took 90 days; competitor does it in 30. Each loss
119
+ averaged $280K ACV." If the buyer cannot state the cost of inaction, urgency is
120
+ assumed, not real. Assumed urgency produces forecast slippage.
121
+
122
+ ### Champion
123
+
124
+ An internal advocate with organizational power, access to the Economic Buyer and
125
+ decision process, and personal motivation for the initiative to succeed. Qualification
126
+ test: ask the Champion to do something difficult—internal meeting request, sharing
127
+ competitive intelligence, or advancing a next step. A contact who declines hard asks
128
+ is a coach, not a Champion. A Champion sells internally when the vendor is not present.
129
+
130
+ ### Competition
131
+
132
+ Every deal has competition: direct rivals, adjacent products expanding scope,
133
+ internal build teams, and status quo (do nothing). The competitive map must capture:
134
+ where the deal is won (criteria aligned to vendor strengths), where it is contested
135
+ (both vendors credible), and where it is losing (criteria aligned to rival strengths).
136
+ Losing zones are addressed by repositioning criteria weight, not by attacking the
137
+ rival's capabilities.
138
+
139
+ ## Opportunity Scoring Rubric
140
+
141
+ Each MEDDPICC element is scored 1–5. Aggregate score drives forecast tier.
142
+
143
+ | Element | 1 (No evidence) | 3 (Partial / unvalidated) | 5 (Documented / verified) | Weight |
144
+ |---|---|---|---|---|
145
+ | Metrics | No quantification | Buyer stated goal; no cost model | CFO-validated metric + ROI model | 1.5× |
146
+ | Economic Buyer | Unknown | Named; no direct access | Direct conversation; budget confirmed | 2.0× |
147
+ | Decision Criteria | Unknown | Draft list; not finalized | Signed-off criteria; mapped to differentiators | 1.0× |
148
+ | Decision Process | Unknown | Steps partial; owners unclear | Full map; each step owned + timed | 1.0× |
149
+ | Paper Process | Not raised | Raised; timeline unknown | Initiated; timeline confirmed | 1.5× |
150
+ | Identify Pain | Not articulated | Described; not quantified | Cost of inaction quantified; validated by ≥2 stakeholders | 2.0× |
151
+ | Champion | No advocate identified | Friendly contact; not tested | Tested; acts internally; coaches deal | 2.0× |
152
+ | Competition | Not mapped | Direct rival named; gaps unknown | Full zone map; battlecard active | 1.0× |
153
+
154
+ **Weighted aggregate threshold:**
155
+
156
+ | Tier | Weighted Score | Forecast Category | Action |
157
+ |---|---|---|---|
158
+ | Strong | ≥38 | Commit | Defend in forecast; activate close plan |
159
+ | Qualified | 28–37 | Best Case | Close gap plan required before next stage |
160
+ | Developing | 18–27 | Pipeline | Gap plan required; no commit forecast |
161
+ | Weak | <18 | At Risk | Disqualify or restart qualification |
162
+
163
+ A deal with any single element scored 1 on a 2.0× weight (Economic Buyer, Pain,
164
+ Champion) is capped at Best Case regardless of aggregate score until the gap closes.
165
+
166
+ ## Competitive Positioning Frame
167
+
168
+ ### Zone Classification
169
+
170
+ For each active competitor, classify every evaluation criterion as one of three zones:
171
+
172
+ - **Winning zone** — vendor's differentiation is clear and the buyer values it.
173
+ Action: amplify weight; make these criteria central to evaluation scoring.
174
+ - **Contested zone** — both vendors are credible on this criterion.
175
+ Action: shift the conversation to adjacent factors (implementation velocity, total
176
+ cost of ownership, ecosystem integration) where separation can be created.
177
+ - **Losing zone** — competitor's capability is genuinely stronger on this criterion.
178
+ Action: do not attack; reposition the criterion's weight. Talk track structure:
179
+ "They are strong at X. Customers at your scale typically find Y matters more
180
+ because [evidence]." Never fabricate capability claims to cover a losing zone.
181
+
182
+ ### Battle-Card Structure
183
+
184
+ Each active competitor requires a documented battle card. Required fields:
185
+
186
+ | Field | Content |
187
+ |---|---|
188
+ | Competitor | Name |
189
+ | Encounter rate | % of pipeline where this rival appears |
190
+ | Their stated strength | Specific capability they lead with |
191
+ | Truthful counter | Factual repositioning—not a denial |
192
+ | Proof point | Reference customer, third-party validation, or measured outcome |
193
+ | Landmine questions | Discovery questions that surface requirements where the vendor leads |
194
+ | Trap handling | If buyer cites [competitor claim] → respond with [reframe] |
195
+
196
+ **Landmine question discipline:** questions asked during discovery that surface
197
+ requirements aligned to vendor strengths are legitimate business questions, not
198
+ manipulation. They must be defensible as genuine discovery. Example: if the vendor
199
+ handles multi-entity consolidation natively and the rival requires middleware, ask:
200
+ "How are you managing data consolidation across subsidiary entities today? What breaks
201
+ when you add a new legal entity?" The answer surfaces a real operational gap.
202
+
203
+ ## Win Plan Authoring
204
+
205
+ A win plan is required for all deals above deal-size threshold entering the final
206
+ third of the sales cycle. The win plan is a stage-gated action plan, not a narrative.
207
+
208
+ ### Win Plan Required Fields
209
+
210
+ | Field | Description |
211
+ |---|---|
212
+ | Deal name + ACV | Account name and annual contract value |
213
+ | Close date | Committed close date with basis |
214
+ | MEDDPICC score | Current weighted aggregate |
215
+ | Champion name | Named Champion with test evidence |
216
+ | Economic Buyer | Named EB; last contact date; access method |
217
+ | Compelling event | External or internal event driving the timeline |
218
+ | Competitive zone | Winning / Contested / At Risk + active rivals |
219
+ | Paper process status | Stage; estimated completion date |
220
+
221
+ ### Stage-Action Table
222
+
223
+ Each stage of the close plan carries explicit buyer-side and seller-side actions,
224
+ a completion gate, and an assigned owner. Template:
225
+
226
+ | Stage | Seller action | Buyer validation | Owner | Target date | Exit gate |
227
+ |---|---|---|---|---|---|
228
+ | Technical validation | Deliver proof of concept | Technical stakeholder sign-off | AE + SE | [date] | Written summary from buyer |
229
+ | Economic justification | ROI model walkthrough | EB attends; approves model | AE | [date] | EB verbal commit on budget |
230
+ | Legal / paper | Redline MSA + DPA | Procurement initiates intake | AE + Legal | [date] | First markup returned |
231
+ | Final approval | Executive alignment call | EB + executive sponsor confirm | AE | [date] | Verbal go ahead |
232
+ | Contract execution | Order form delivered | Signature obtained | AE + RevOps | [date] | Signed document |
233
+
234
+ Stages without a buyer-side validation action are stalled stages wearing close
235
+ plan formatting. Every stage requires a buyer commitment, not just a seller task.
236
+
237
+ ## Risk Surfacing Discipline
238
+
239
+ The following risk patterns require immediate escalation to the close plan with a
240
+ documented remediation step and deadline. An undocumented risk is an unmanaged risk.
241
+
242
+ | Risk pattern | Severity | Required action |
243
+ |---|---|---|
244
+ | Single-threaded to a contact who is not the EB | High | Champion must broker EB introduction within 10 business days |
245
+ | No compelling event or consequence of inaction | High | Qualify out of commit forecast; establish urgency before re-entry |
246
+ | Champion will not grant EB access | High | Re-evaluate Champion status; identify alternate path |
247
+ | Stale deal: no buyer-side activity in 30+ calendar days | High | Re-engagement conversation with explicit next step or disqualify |
248
+ | Decision criteria map cleanly to a rival's known strengths | High | Reposition criteria weight immediately; do not proceed to proposal |
249
+ | Paper process not initiated by stage 3 of 5 | Medium | Initiate procurement conversation regardless of deal status |
250
+ | Mute champion: no internal advocacy visible | Medium | Test Champion with a hard internal ask within 5 business days |
251
+ | Late-arriving competitor: new rival enters evaluation post-stage 2 | Medium | Update battle card; assess criteria impact; adjust competitive zone map |
252
+ | No quantified pain: buyer cannot state cost of inaction | Medium | Return to discovery; do not advance stage without pain quantification |
253
+ | Buyer-initiated contact with no stated business problem | Low | Discovery required before any solution conversation |
254
+
255
+ ## Anti-patterns
256
+
257
+ Patterns that produce forecast error, extend cycle time, or cause late-stage losses.
258
+ Each carries a detection signal and a corrective action.
259
+
260
+ | Anti-pattern | Detection signal | Corrective action |
261
+ |---|---|---|
262
+ | Happy-ears qualification | Rep describes deal health with phrases such as "they loved the demo" or "we have great relationships" without documented evidence | Require MEDDPICC evidence entries; replace narrative with data |
263
+ | Missing Decision Process | Stage 3+ deal with no step-by-step map of buyer approval sequence | Block stage advancement until Decision Process is documented |
264
+ | Champion conflated with high-title contact | Named Champion has senior title but has never taken a hard internal action | Test Champion immediately; re-evaluate status if test is declined |
265
+ | Metrics-free pipeline | Pain described qualitatively; no cost of inaction stated | Return to discovery; no advance without quantified metric |
266
+ | Paper process deferred to close | Procurement timeline raised only after verbal agreement | Paper process must be initiated at stage 3 regardless of deal momentum |
267
+ | Artificial deadline | Buyer "needs it by Q-end" with no underlying compelling event | Identify the external driver; if none exists, the urgency is assumed |
268
+ | Evaluation criteria not documented | Rep assumes criteria favor the vendor based on relationship quality | Map all criteria explicitly; treat undocumented criteria as unknown |
269
+ | Competitor dismissed without zone analysis | Rep states "they're not a real threat" without evidence | Require battle-card completion for every named competitor |
270
+ | Single-threaded executive relationship | All access flows through one contact regardless of title | Identify two additional stakeholder contacts within 15 business days |
271
+ | Stage advancement on seller activity | Deal moves to next stage because seller completed a task; buyer made no commitment | Stage advance requires buyer-side validation gate, not seller task completion |
272
+ | Forecast optimism without close plan | Deal in commit forecast without a documented stage-action table | Block commit forecast entry until win plan is complete |
273
+ | Proposal sent before discovery complete | RFP or proposal delivered before pain, criteria, and process are documented | Return to discovery or accept the deal is not qualified |
274
+
275
+ ## Cross-References
276
+
277
+ - `domains/sales/skills/pipeline-analyst` — pipeline-level risk aggregation,
278
+ stage distribution analysis, and conversion rate modeling across the full book.
279
+ - `domains/sales/skills/account-strategist` — account-level relationship mapping,
280
+ expansion planning, and multi-product opportunity development within existing accounts.
281
+ - `domains/sales/skills/proposal-strategist` — proposal structure, executive summary
282
+ authoring, and commercial packaging for deals that have passed MEDDPICC qualification.
283
+
284
+ ## ADR Anchors
285
+
286
+ - **ADR-058** (Brainstorm Gate and Two-Pass Review) — every authored
287
+ MEDDPICC capture, scorecard, and close plan under this skill is
288
+ subject to two-pass adversarial review before Owner sign-off.
289
+ - **ADR-060 amendment §Bulk creative-authoring path** — governs
290
+ domain-skill authoring discipline (tier assignment, scope_tags, the
291
+ structural_inspiration relationship in `inspired_by`, and the
292
+ ≤12-word verbatim / ≤4-word H2 constraints).
@@ -0,0 +1,257 @@
1
+ ---
2
+ name: discovery-coach
3
+ description: >
4
+ Governs discovery methodology for sales conversations: question design using SPIN-style
5
+ sequencing, current-state mapping co-built with the buyer, gap quantification expressed
6
+ in the buyer's own currency, and call structure that surfaces real buying motivation before
7
+ any pitch occurs. Use when an account executive needs a discovery call framework, when a
8
+ seller is rushing to demo before mapping pain, when a pipeline review reveals shallow
9
+ qualification, or when quantifying the cost of inaction is needed to create authentic urgency.
10
+ owner: Morgan Vale (Discovery Coach, sales methodology domain)
11
+ tier: domain:sales
12
+ scope_tags:
13
+ - sales-discovery
14
+ - question-design
15
+ - current-state-mapping
16
+ - gap-quantification
17
+ - buying-motivation
18
+ inspired_by:
19
+ - source: msitarzewski/agency-agents/sales/sales-discovery-coach.md@783f6a72bfd7f3135700ac273c619d92821b419a
20
+ license: MIT
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+ relationship: structural_inspiration
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+ authored_by: ceo-orchestration framework
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+ authored_at: 2026-05-07
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+ # --- smart-loading fields (PLAN-083 Wave 0b sub-agent 0.7c) ---
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+ domain: sales
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+ priority: 8
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+ risk_class: low
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+ stack: []
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+ context_budget_tokens: 500
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+ inactive_but_retained: true
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+ repo_profile_binding:
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+ frontend: {active: false, priority: 10}
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+ engine: {active: false, priority: 10}
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+ fintech: {active: false, priority: 10}
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+ trading-readonly: {active: false, priority: 10}
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+ generic: {active: false, priority: 10}
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+ activation_triggers: []
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+ # --- K1 paths: native file-touch activation (PLAN-135 W3 unit k1a) ---
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+ paths:
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+ - "**/discovery/**"
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+ - "**/call-notes/**"
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+ - "**/qualification/**"
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+ ---
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+
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+ # Discovery Coach
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+
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+ ## Cardinal Rule
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+
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+ Pain not quantified in the buyer's own currency is preference, not pain; preference does
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+ not fund a deal. Until the buyer states — in their own words — the measurable cost of their
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+ current state, discovery is incomplete. All call structure and question sequencing exists
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+ to reach this moment.
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+
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+ ## Fail-Fast Rule
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+
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+ Disqualify when three conditions are simultaneously absent after two full discovery calls:
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+ (1) a root-cause problem the buyer acknowledges, (2) quantified business impact, and
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+ (3) an identified economic buyer with authority and timeline. A pipeline entry without all
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+ three is a forecast liability, not an opportunity.
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+
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+ ## When to Apply
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+
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+ - Pre-call preparation for any first or second discovery conversation.
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+ - Pipeline review: any opportunity lacking documented current-state map or gap dollar figure.
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+ - Call debrief: seller pitched before minute 20 of a 30-minute call, or left without next-step
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+ contract.
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+ - Onboarding: new account executives building question repertoire.
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+ - Escalation: deal stalled at "interested but not urgent" — root-cause gap mapping required.
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+
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+ ## Question Architecture
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+
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+ Question sequencing follows a four-stage discipline. Departing from the sequence before
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+ completing a stage is the primary cause of shallow qualification.
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+
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+ **Situation (2-3 questions maximum)**
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+ Establish factual context. Research eliminates most situation questions before the call.
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+ Every situation question that could have been answered by LinkedIn, the company website,
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+ or the CRM record signals to senior buyers that preparation was absent.
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+ - Confirm current tools, team structure, or process ownership only when not researchable.
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+
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+ **Problem (surface dissatisfaction)**
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+ Open the space of acknowledged friction. Stop here only briefly — most sellers
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+ treat problem questions as the destination; they are the entry point.
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+ - "Where does that process break down for the team?"
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+ - "What happens when that scenario occurs mid-quarter?"
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+
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+ **Implication (expand cost — primary leverage point)**
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+ Implication questions are where urgency is born. Buyers have rarely fully confronted the
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+ downstream cost of their current state. These questions activate that reckoning.
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+ - "When that breaks down, what is the downstream impact on the adjacent team or metric?"
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+ - "How does that affect delivery against the goal stated earlier?"
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+ - "If this continues another two to three quarters, what does that cost in concrete terms?"
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+ - "Who else in the organization absorbs the effects of this problem?"
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+ Never skip implication under time pressure. A shortened discovery without implication
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+ produces a proposal the buyer will not prioritize.
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+
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+ **Need-Payoff (buyer articulates future value)**
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+ Let the buyer describe the desired state in their own language. Those words become
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+ the only language used in the written proposal.
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+ - "If that root cause were resolved, what would that unlock for the team?"
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+ - "What would change in the business if this were no longer a factor?"
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+
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+ Questions never lead with product capability, price, competitive comparison, or
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+ timeline pressure. All four categories are late-stage inputs, not discovery inputs.
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+
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+ ## Current-State Map
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+
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+ The current-state map is co-built with the buyer during the call. It is never
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+ constructed from assumptions and presented as a lecture. Required fields:
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+
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+ | Field | Description |
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+ |---|---|
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+ | Workflow | The specific process or system where friction occurs |
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+ | Volume | Scale or frequency: transactions per period, team size, data volume |
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+ | Cost | Quantified in dollars, hours, or headcount — buyer-sourced figures only |
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+ | Friction | Specific breakdown points; root cause distinguished from symptom |
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+ | Consequence | Business impact: revenue, risk, capacity, or competitive exposure |
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+
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+ The map is complete only when the buyer has confirmed each field in their own words.
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+ A map built from seller inference is not a current-state map — it is a hypothesis that
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+ will fail at proposal review.
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+
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+ ## Gap Quantification Frame
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+
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+ The sale is the gap between current state and desired state. Gap size determines urgency.
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+ Gap precision determines whether the buyer chooses action over inaction.
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+
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+ ```
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+ Gap dollars = current-state cost - desired-state cost
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+ Potential win value = gap dollars × buyer-assigned probability of resolution
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+ ```
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+
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+ Current-state cost components: direct spend (tools, headcount, rework), opportunity cost
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+ (revenue blocked or delayed), and risk exposure (compliance, churn, competitive loss).
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+
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+ Desired-state figures are buyer-stated, not seller-projected. If the buyer cannot articulate
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+ a desired state with any specificity, discovery is not complete.
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+
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+ The root-cause question is the highest-leverage question in the map: surface-level symptoms
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+ ("the tool is slow") do not create urgency. Root causes with timeline pressure
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+ ("legacy architecture cannot scale to the three enterprise onboards this quarter") do.
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+
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+ ## Discovery Call Structure
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+
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+ 60-minute frame. The 30-minute variant compresses opener and mutual close by four minutes each;
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+ all other proportions hold.
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+
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+ **Opener — 4 minutes: Upfront Contract**
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+ State agenda, time boundary, and three acceptable outcomes (fit → next step; no fit → say so
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+ honestly; insufficient information → agree what is needed). Request buyer additions to agenda.
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+ This eliminates ambiguity, signals preparation, and grants permission to ask hard questions.
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+
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+ **Discovery — 35 minutes: Current State and Pain**
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+ Spend 60-70% of total call time here. The opening territory question:
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+ - Inbound: "What prompted the decision to take this call today?"
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+ - Outbound: "When the outreach referenced the signal observed, what was the context on
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+ your side?"
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+
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+ Follow the signal using SPIN sequencing. Before any transition to solution framing,
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+ the seller must be able to state: the problem in the buyer's words, the root cause, the
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+ quantified impact, the stakeholder map, the trigger for current prioritization, and the cost
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+ of inaction.
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+
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+ **Targeted Response — 10 minutes: Mapped to Stated Pain Only**
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+ Present two to three capabilities that directly address problems stated by the buyer.
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+ Restate the buyer's problem framing before each capability description.
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+ No product tour. No unprompted feature enumeration. Relevance is the only criterion.
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+
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+ **Mutual Close — 5 minutes: Next-Step Contract**
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+ Define the next action with owner, deliverable, and date. Identify additional stakeholders
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+ who must be present at the next stage. Agree on disqualification criteria so neither party
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+ invests past a clear no.
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+
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+ **Internal: 6 minutes buffer** for note capture and CRM update before the next call.
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+
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+ ## Multi-stakeholder Discovery
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+
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+ Enterprise deals involve multiple decision stakeholders with distinct pain profiles.
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+ Single-threading — running all discovery through one contact — is the primary cause of
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+ late-stage stalls and ghosting.
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+
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+ Required protocol:
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+ - Map all stakeholder roles in the first discovery call: economic buyer, technical evaluator,
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+ champion, and end-user are the minimum four.
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+ - Schedule separate discovery conversations per persona. Each persona has distinct pain,
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+ distinct success criteria, and distinct risk tolerance.
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+ - Never relay one persona's concerns to another as shared organizational position without
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+ verification.
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+ - Converge findings in a shared current-state map that the champion can validate before
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+ the group presentation. Discrepancies between personas are not noise — they are the
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+ deal risk.
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+
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+ ## Silence as Instrument
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+
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+ After an implication or need-payoff question, wait. Do not fill the pause with a restatement,
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+ a clarification, or an answer. The buyer's first response is the surface answer. The answer
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+ after two to four seconds of silence is the real one — the cost figure, the personal stake, or
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+ the admission that previous attempts to solve the problem failed.
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+
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+ Sellers who fear silence fill it with features. The pause is not a signal that the question
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+ failed; it is a signal that the buyer is doing the cognitive work the question was designed to
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+ trigger. Interrupting that work resets the buyer to the surface level.
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+
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+ The 60/40 rule enforces silence structurally: if the seller is talking more than 40% of the
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+ call, the buyer is not doing the work. The ratio is measurable via call recording.
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+
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+ ## Objection Handling
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+
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+ Objections during discovery are diagnostic, not adversarial. They reveal what the buyer is
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+ actually thinking, which is more useful than silence. Three categories cover more than 95% of
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+ discovery-stage objections:
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+
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+ | Category | Surface Statement | Underlying Signal |
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+ |---|---|---|
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+ | Value / Budget | "This is not in budget" | Gap not yet quantified in buyer's currency; ROI case not established |
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+ | Timing | "Not the right time" | Competing priority or initiative; urgency not activated |
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+ | Fit | "We already have a solution" | Incumbent switching cost not surfaced; differentiation not mapped to pain |
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+
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+ Resolution protocol for each: return to the gap quantification frame. A budget objection
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+ resolves when the buyer states the cost of inaction in their own numbers. A timing objection
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+ resolves when the trigger creating current-quarter urgency is identified. A fit objection
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+ resolves when the specific failure mode of the incumbent is documented in the current-state map.
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+
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+ Never accept an objection at face value during discovery. Acceptance forecloses the
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+ diagnostic process.
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+
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+ ## Anti-patterns
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+
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+ | Anti-pattern | Why It Fails |
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+ |---|---|
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+ | Leading questions ("You're probably finding that X, right?") | Confirms seller hypothesis; produces false-positive qualification |
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+ | Demo during discovery | Anchors conversation to product features before pain is mapped; buyer objections become feature objections, not business objections |
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+ | Accepting "we want X" without quantified pain | Stated desire without underlying cost does not survive budget review; deal stalls at approval |
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+ | Asking situation questions answerable by research | Signals lack of preparation; erodes credibility with senior buyers before discovery begins |
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+ | Pitching before minute 20 of a 30-minute call | Discovery is incomplete; proposal will not map to actual priorities |
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+ | Treating problem questions as destination | Problem-level discovery misses implication; buyer has not confronted cost of inaction; no urgency |
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+ | Single-threaded stakeholder coverage | Champion cannot navigate internal review without multi-persona buy-in; deal stalls or reverses |
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+ | Talking more than 40% of call time | Active listening drops; buyer signals are missed; call becomes a pitch monologue |
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+ | Accepting "not the right time" without root cause | Timing objection conceals real objection; disqualification or re-engagement strategy cannot be formed |
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+ | Accepting verbal confirmation without written next-step contract | Follow-up emails with "great to connect" do not constitute a next step; deal velocity collapses without explicit owner + date |
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+
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+ ## Cross-References
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+
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+ - `domains/sales/skills/deal-strategist` — opportunity qualification scoring, multi-stakeholder
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+ map, competitive positioning after discovery is complete.
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+ - `domains/sales/skills/sales-coach` — call debrief methodology, pipeline review cadence,
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+ rep performance coaching.
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+ - `domains/sales/skills/sales-engineer` — technical discovery for complex product environments;
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+ handoff protocol from business discovery to technical validation.
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+
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+ ## ADR Anchors
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+
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+ - **ADR-058** (Brainstorm Gate and Two-Pass Review): discovery call structure exemplifies
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+ ADR-058 two-pass discipline — pass one maps current state without solution framing; pass two
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+ introduces tailored response only after map is confirmed. Sellers who collapse both passes
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+ into a single motion produce the same failure mode as reviewers who evaluate and generate
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+ simultaneously.