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consulting-comms-logger

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UpdatedJune 24, 2026 at 00:43

Log a single comms event on a deal/client (you sent, they replied, it was opened, you got a message) and reconcile state. Use on "I sent that", "he replied", "they opened it", "got a reply from {name}", "just emailed {name}", or a screenshot of a sent/received message. Faithfully records the as-sent/as-received text + the engagement signal (open != reply), then updates the deal AGENTS.md, _board.md, any active followups sequence, and whose ball it is. NOT consulting-call-processor (the heavy "new material -> extract + mine" loop for transcripts/notes/results) and NOT consulting-inbox-triage (the radar for what needs a reply across deals) -- this is the light "log one touch and reconcile" move.

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sidneyswift

sidneyswift/consulting-plugin

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Project Management SpecialistsBusiness and Financial Operations Occupations·SOC 13-1082

SKILL.md

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name

consulting-comms-logger

description

Consulting Comms Logger

The fast path for after a touch happens. Email skills (consulting-outbound-email, consulting-followup-sequencer) own drafting; this skill owns recording the event and reconciling the deal once a message has actually gone out or come in. Git is the episodic memory, so a logged touch must leave the dashboards true.

Scope one deal. Load only that entity's folder + its live Attio/Gmail (deal-scoped loading). Logging only — never auto-send, never fabricate.

Steps

Identify the deal/client. Locate pipeline/<stage>/<deal>/ or clients/<client>/. If you can't tell which deal, ask.
Capture the event faithfully (evidence discipline).
- As-sent / as-received text, verbatim — what actually went out, not the draft you think was sent. From a screenshot, transcribe exactly. Note the provenance ("logged from Sid's word" vs. "screenshot" vs. "live Gmail"), since a screenshot is stronger than a paraphrase.
- Channel + timestamp (thread subject, LinkedIn, etc.), in the user's timezone.
- Engagement signal, read literally: an open / read-receipt is engagement, not a reply; a reply is not a commitment. Quote the source (Superhuman receipt, screenshot, live Gmail). Never upgrade a signal into momentum ("opened in 2 min" = watching the thread, still no reply/booking/decision).
- Missing detail? Get it from the live source, not a stale snapshot (e.g. a cc email: the synced integrations/gmail/threads/<deal>.json predates today's reply, so query Gmail live). Never guess an address or name.
Decide the ball + posture. Who owes the next move now (mirror pull_threads.py logic): a question/ask to you = needs you; a forward commitment ("I'll get back to you") = on them; an open with no reply = still on them. When the ball is on them, the posture is don't chase (let consulting-lead-temperature set the objective if a touch is warranted).
Reconcile every state surface (the actual job):
- Deal AGENTS.md: the ## Reality "where it stands" line, the 📧 Email signal log (append dated), the Next action, and the ball. Keep the [MISSING] list honest (resolve what this event answered: a timeline, a stakeholder, who-signs).
- pipeline/_board.md row (or the client board).
- Active followups.md: STOP the sequence the moment they reply (mark queued touches VOID); otherwise advance it. A reply kills the nudge cadence.
- New stakeholder surfaced? Capture them: live email lookup + a dedup-safe Attio add (check by email before creating; dry-run then apply) and add to the dashboard roster.
Reconcile-on-touch (Attio). A comms touch usually does not change the deal stage, but verify live and fix any drift (Attio wins on stage, the repo on artifacts). Don't copy the CRM in.
Report + commit. Summarize what changed in one or two lines; the commit is the memory. Offer to commit (don't auto-commit unless asked).

Worked example (Stellar, 2026-06-23)

One thread, three touches logged in a session, dashboards kept true throughout:

Touch 1 sent 12:43pm ET -> logged as-sent text; opened ~2 min later logged as engaged, not a reply (open != reply); ball stayed on Morten.
Morten replied 12:47pm (partner-gated, no timeline) cc'ing a new stakeholder (Ryan Peterson) -> followups sequence STOPPED (Touch 2/3 voided); new stakeholder captured live from Gmail and added dedup-safe to Attio; Next action + board + email-signal reconciled; ball read as on him.
Reply-all sent 3:19pm -> ball back on Ryan/partners; "don't chase"; watch date set.

Heavy intake (transcript / note / result) -> consulting-call-processor.
"What across all deals needs a reply?" -> consulting-inbox-triage.
Drafting the next touch -> consulting-followup-sequencer + consulting-outbound-email.
Posture/score -> consulting-lead-temperature. CRM mechanics -> integrations/attio/crm-sync.md.

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name

consulting-comms-logger

description

Consulting Comms Logger

Scope one deal. Load only that entity's folder + its live Attio/Gmail (deal-scoped loading). Logging only — never auto-send, never fabricate.

Steps

Identify the deal/client. Locate pipeline/<stage>/<deal>/ or clients/<client>/. If you can't tell which deal, ask.
Capture the event faithfully (evidence discipline).
- As-sent / as-received text, verbatim — what actually went out, not the draft you think was sent. From a screenshot, transcribe exactly. Note the provenance ("logged from Sid's word" vs. "screenshot" vs. "live Gmail"), since a screenshot is stronger than a paraphrase.
- Channel + timestamp (thread subject, LinkedIn, etc.), in the user's timezone.
- Engagement signal, read literally: an open / read-receipt is engagement, not a reply; a reply is not a commitment. Quote the source (Superhuman receipt, screenshot, live Gmail). Never upgrade a signal into momentum ("opened in 2 min" = watching the thread, still no reply/booking/decision).
- Missing detail? Get it from the live source, not a stale snapshot (e.g. a cc email: the synced integrations/gmail/threads/<deal>.json predates today's reply, so query Gmail live). Never guess an address or name.
Decide the ball + posture. Who owes the next move now (mirror pull_threads.py logic): a question/ask to you = needs you; a forward commitment ("I'll get back to you") = on them; an open with no reply = still on them. When the ball is on them, the posture is don't chase (let consulting-lead-temperature set the objective if a touch is warranted).
Reconcile every state surface (the actual job):
- Deal AGENTS.md: the ## Reality "where it stands" line, the 📧 Email signal log (append dated), the Next action, and the ball. Keep the [MISSING] list honest (resolve what this event answered: a timeline, a stakeholder, who-signs).
- pipeline/_board.md row (or the client board).
- Active followups.md: STOP the sequence the moment they reply (mark queued touches VOID); otherwise advance it. A reply kills the nudge cadence.
- New stakeholder surfaced? Capture them: live email lookup + a dedup-safe Attio add (check by email before creating; dry-run then apply) and add to the dashboard roster.
Reconcile-on-touch (Attio). A comms touch usually does not change the deal stage, but verify live and fix any drift (Attio wins on stage, the repo on artifacts). Don't copy the CRM in.
Report + commit. Summarize what changed in one or two lines; the commit is the memory. Offer to commit (don't auto-commit unless asked).

Worked example (Stellar, 2026-06-23)

One thread, three touches logged in a session, dashboards kept true throughout:

Touch 1 sent 12:43pm ET -> logged as-sent text; opened ~2 min later logged as engaged, not a reply (open != reply); ball stayed on Morten.
Morten replied 12:47pm (partner-gated, no timeline) cc'ing a new stakeholder (Ryan Peterson) -> followups sequence STOPPED (Touch 2/3 voided); new stakeholder captured live from Gmail and added dedup-safe to Attio; Next action + board + email-signal reconciled; ball read as on him.
Reply-all sent 3:19pm -> ball back on Ryan/partners; "don't chase"; watch date set.

Heavy intake (transcript / note / result) -> consulting-call-processor.
"What across all deals needs a reply?" -> consulting-inbox-triage.
Drafting the next touch -> consulting-followup-sequencer + consulting-outbound-email.
Posture/score -> consulting-lead-temperature. CRM mechanics -> integrations/attio/crm-sync.md.