Danthamanvoiss Salesportl Hvac Skill Handoff Protocol

---
name: salesportl-hvac-skill-handoff-protocol
description: Standardize inter-skill handoffs for HVAC home services work with clear assumptions, approvals, and next-node instructions.
version: 2.0.0
tags: [salesportl, hvac, niche-suite, context-loop, qa-recursive, tool-node-aware]
---

## Purpose
Standardize inter-skill handoffs for HVAC home services work with clear assumptions, approvals, and next-node instructions.

## 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. Package source objective, context source, assumptions, approvals, and constraints.
2. Include logic checks performed, confidence score, and unresolved risks.
3. Specify downstream skill and exact output format expected.
4. Prevent rework by summarizing completed workflow nodes and generated assets.

## 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
- Handoff packet: ...
- Logic/consistency checks completed: ...
- Risks/open questions: ...
- Exact downstream instructions: ...
```

## 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.