Danthamanvoiss Salesportl Professional Services Skill Handoff Protocol

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

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

## 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. 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.