Pitchdeck

---
name: pitchdeck
description: Generate professional B2B service pitch deck tailored to prospects or industries
disable-model-invocation: true
---

## Configuration

Read `.jobops/config.json`. If missing, stop with:

> JOBOPS NOT CONFIGURED
> Run /jobops:setup (then /jobops-ic:setup) to initialize your workspace.

Use `config.directories.contractor_root` for output paths in this skill.
Use `config.preferences.default_currency` for pricing if applicable.

## Arguments

Generate 10-12 slide B2B pitch deck with provenance-hardened claims. Supports prospect-specific, industry-generic, service-focused, or general capabilities presentations.

**Modes:** `--prospect=name` | `--industry=X` | `--service=name` | default (general)
**Format:** `--format=md|pptx` (markdown default, pptx requires pandoc)
**Output:** `{config.directories.contractor_root}/pitches/[ClientCompany]_[YYYYMMDD].md`

---

## Phase 1: Validate Prerequisites and Load Data

### 1.1 Prerequisites Check

**Required files (stop if missing):**

1. **Service Definition**: `{config.directories.contractor_root}/services/service_definition_*.md`
   - If missing: Show error, instruct to run `/defineservices`, stop execution

2. **Career Source Files**: `{config.directories.resume_source}/CareerHighlights/`, `{config.directories.resume_source}/Technology/`, `{config.directories.resume_source}/Projects/`, `{config.directories.resume_source}/WorkHistory/` directories
   - If missing: Show error, instruct user to populate their resume source folder, stop execution

### 1.2 Load Service Definition

Use most recent `{config.directories.contractor_root}/services/service_definition_*.md` if multiple exist. Extract:
- YAML: consultant, generated_on, version, source_files_read
- Consultant: name, tagline, credentials, years_experience
- Services: name, category, description, deliverables, ideal_client (industries, pain_points, decision_makers), pricing (model, range, value_justification), success_metrics, case_studies
- Rate Card: hourly/daily/retainer rates, payment_terms
- Differentiation: unique_value, competitive_advantages, proof_points, certifications, publications, speaking
- Target Market: primary_markets, secondary_markets, geographic_focus

### 1.3 Source Reading for Pitch Deck

Read these source files directly:
- `CareerHighlights/CareerHighlights_Summary.md` and `CareerHighlights/*.md` — quantified achievements with metrics, timeframe, mechanism
- `Technology/TechStack.md` — skills (judge "Expert" level in-context from depth of WorkHistory mentions, not from a precomputed enum)
- `Technology/Certifications.md` — Active certs only (Expired/In-Progress excluded)
- `Projects/*.md` — case studies
- `Thought_Leadership/*.md` if present — publications, frameworks, awards
- `WorkHistory/*.md` — relevant roles for industry/scope context

Do NOT load `candidate_profile.json` — removed in v2.2.0.

### 1.4 Provenance Discipline

The pitch deck's 90%+ provenance validation rate is now enforced by direct source citation: every quantified claim on a slide must cite `{filepath}:{line_number}` and that line must contain the verbatim metric. No claim survives without a direct source pointer. Validate by re-reading the cited line before finalizing each slide. Validation bands: ≥90% PASS, 80-89% MEDIUM (review recommended, not a fail), <80% FAIL.

Failure path unchanged: validation rate <80% requires major revision.

### 1.5 Parse Arguments

**Targeting modes (mutually exclusive):**
- `--prospect=name`: Load most recent matching file from `{config.directories.contractor_root}/prospects/`. If not found, show error with available prospects, stop.
- `--industry=X`: Validate against service definition industries. Warn if not listed, but proceed.
- `--service=name`: Fuzzy match against service definition. If no match, show error with available services, stop.
- Default: General capabilities (all services, industry-agnostic)

**Format:**
- `--format=pptx`: Check pandoc installed. If not, warn and use markdown only. If installed, convert after generation.
- Default: markdown

---

## Phase 2: Conduct Target Research (5-10 minutes)

### 2.1 Prospect Mode (5-7 min)
Load prospect data from file. Conduct fresh research:
1. **News & Initiatives (2-3 min)**: Recent press releases, strategic priorities, funding, leadership changes, technology adoption
2. **Pain Points (2 min)**: Glassdoor reviews, job postings (skill gaps), RFPs, industry reports
3. **Decision-Makers (1-2 min)**: LinkedIn verification, role changes, recent activity

### 2.2 Industry Mode (5-8 min)
1. **Trends & Challenges (3-4 min)**: Top trends, pain points, technology adoption, regulatory issues, market indicators
2. **Consulting Market (2-3 min)**: Market size, demand signals, engagement models, competitive landscape
3. **Decision-Makers (1-2 min)**: Common titles, priorities, KPIs, budget authority, procurement

### 2.3 Service Mode (4-6 min)
1. **Market Landscape (2-3 min)**: Market demand, ROI data, success stories, pricing benchmarks
2. **Pain Points (2-3 min)**: Cost of inaction, prevalence, solutions, ROI expectations

### 2.4 Quality Check
Validate: >=5 credible sources, <=6 months old, quantified data, current decision-makers, supported pain points. If LOW quality, warn but proceed.

---

## Phase 3: Generate Pitch Deck (10-12 Slides)

### 3.1 Slide Structure
| # | Title | Content | Source |
|---|-------|---------|--------|
| 1 | Title | Identity, tagline, contact | Service definition |
| 2 | Problem | Pain points | Research + service definition |
| 3 | Cost of Inaction | Quantified impact | Research + industry data |
| 4 | Solution | Service overview | Service definition |
| 5 | How It Works | Methodology | Service definition + source files |
| 6 | Results & Proof | Case studies, metrics | Source files + service def |
| 7 | Why Me/Us | Credentials, differentiation | Both sources |
| 8 | Engagement Options | Pricing, packages | Rate card |
| 9 | Relevant Experience | Industry examples | Source files (filtered) |
| 10 | Next Steps | CTA, timeline | Mode-specific |
| 11 | Q&A | Objections | Generated |
| 12 | Appendix | Credentials | Source files |

Adjust: Service mode 8-10 slides, Prospect 12, Industry 10-11.

### 3.2-3.13 Slide Generation Instructions

**General Rules (all slides):**
- Include evidence citations for all quantified claims
- Customize "Presented to" field based on mode
- Use ONLY data from service definition and career source files
- Maximum 3-4 main points per slide (focus over volume)

**Slide 2 (Problem):** Mode-specific pain points with evidence. Prospect: company-specific from research. Industry: common challenges with statistics. Service: pain point service addresses with prevalence. Max 3 pain points, cite sources.

**Slide 3 (Cost of Inaction):** Impact table with quantified costs (4 areas), opportunity costs, compounding effects, urgency rationale. Prioritize prospect data, use industry benchmarks if unavailable. Cite sources.

**Slide 4 (Solution):** Service overview. Multi-service: 2-3 services with top deliverables. Single-service: full deliverables + success metrics. Prospect: challenge-solution-outcome table. Use exact deliverables from service definition.

**Slide 5 (How It Works):** 3-5 methodology phases with duration, activities, deliverables, client involvement. Extract methodology from `WorkHistory/*.md` source files. Timeline must align with service definition typical_duration.

**Slide 6 (Results & Proof):** CRITICAL PROVENANCE SLIDE. 3-5 top achievements with Result/Context/Relevance format. Include case study if available. Add credentials. ALL claims must have direct source citations (`{filepath}:{line_number}`). Rank by relevance (industry match 10pts, service match 10pts, recency 5pts, scale 5pts). Validate: quantified metric, `{filepath}:{line_number}` citation exists, timeframe present, mechanism described.

**Slide 7 (Why Me/Us):** Unique value proposition (2-3 sentences). 3-4 competitive advantages with What/Why It Matters/Proof format. Comparison table (Typical vs. Us). Use competitive_advantages directly from service definition.

**Slide 8 (Engagement Options):** Service packages with pricing model, investment range (standard/entry/premium), duration, included deliverables. Engagement models table (project/retainer/hourly/value-based). Payment terms. Use ONLY pricing from service definition.

**Slide 9 (Relevant Experience):** Filter `WorkHistory/*.md` by mode. Prospect: industry-matching roles (2-3). Industry: industry-specific roles (2-4). Service: cross-industry capability demonstration (3-5). Include technical depth (Expert-level skills from `Technology/TechStack.md`). All must have direct source citations (`{filepath}:{line_number}`).

**Slide 10 (Next Steps):** Prospect: Timeline with discovery/proposal/launch phases, required stakeholders, 3 engagement options including entry point from prospect file. Generic: typical timeline, engagement options (call/proposal/download), contact info, testimonials if available.

**Slide 11 (Q&A):** 4-6 common objections based on mode. Prospect: company-type objections. Industry: industry-specific concerns. Service: technical feasibility, ROI validation. Include answers with evidence references.

**Slide 12 (Appendix):** Certifications table (Active only from `Technology/Certifications.md`), education, thought leadership (publications/speaking/frameworks from `Thought_Leadership/*.md`), professional associations, technical proficiencies (Expert + top 5-7 Proficient from `Technology/TechStack.md`), awards, reference policy.

---

## Phase 4: Provenance Hardening (CRITICAL QUALITY GATE)

### 4.1-4.3 Claims Validation Process

**Extract claims:** Scan slides for quantified metrics, credentials, superlatives, client references, technologies, timeframes, ROI claims. Create inventory with slide #, type, source.

**Validate each claim:**
1. **Locate evidence:** Match METRIC/ACHIEVEMENT to `CareerHighlights/*.md` or `WorkHistory/*.md` or `Projects/*.md`. CREDENTIAL to `Technology/Certifications.md` (Active only). TECHNICAL SKILL to `Technology/TechStack.md` (Expert/Proficient in-context). THOUGHT LEADERSHIP to `Thought_Leadership/*.md`.
2. **Verify quality:** Source `{filepath}:{line_number}` citation present, file verifiable (re-read cited line), metric has timeframe + mechanism.
3. **Classify:** VALIDATED (HIGH: complete source citation, quantified, timeframe, mechanism). WEAK (MEDIUM: source incomplete, no timeframe, unclear mechanism). FAIL (none found, contradicts, superlative without benchmark, expired cert).

**Handle failures:** Try alternative evidence, soften claim, or remove. Priority: remove superlatives first, unbounded metrics second, keep partial evidence if critical (mark "Estimated").

### 4.4-4.5 Provenance Trail & Quality Gate

**Generate PROVENANCE TRAIL section** at end of markdown with: Generated timestamp, source files, research date, Claims Validation Summary (total/validated/weak/removed counts, validation rate %), Evidence Mapping table (slide, claim, evidence source, confidence, notes), Research Sources (URLs), Validation Notes (HIGH/MEDIUM/removed explanations), Pre-Use Checklist (6 items).

**Quality gate:** >=90% = HIGH confidence (ready). 80-89% = MEDIUM (review recommended). <80% = LOW (major revision required, show issues/recommendations).

---

## Phase 5: Generate Output Files

**Filename:** `{config.directories.contractor_root}/pitches/[Target]_[YYYYMMDD].md` where Target = company name (prospect mode -> fills `{ClientCompany}`), industry name (industry mode), service name (service mode), or "GeneralCapabilities" (default). Sanitize: remove spaces/special chars, PascalCase, max 50 chars.

**File structure:** YAML frontmatter (pitch_type, target, generated, consultant, service_definition, source_files_read, research_conducted, provenance_validated, validation_rate, confidence_level, version). 12 slides with `---` separators. PROVENANCE TRAIL section. Usage notes.

**Save:** `{config.directories.contractor_root}/pitches/[ClientCompany]_[YYYYMMDD].md` (UTF-8, Unix LF). For industry-mode or service-mode pitches (no specific company), substitute Industry or Service name (sanitized PascalCase) for ClientCompany.

**PPTX conversion (if `--format=pptx`):** Run `pandoc ... -t pptx --slide-level=1`. Evidence citations -> slide notes, Provenance Trail -> hide in presentation.

---

## Phase 6: Summary Report

Show: Output files (markdown + pptx if applicable), Pitch details (target, type, slides, research time/sources), Content summary (services, proof points, advantages, pricing models), Provenance validation (rate %, confidence, status + warnings if MEDIUM/LOW), Research highlights (3 key findings), Next steps (6 items), Customization recommendations (4 items), Before presenting checklist (6 items).

---

## Error Handling

**Critical errors (stop execution):**
1. No service definition -> instruct `/defineservices`
2. Missing career source files -> instruct user to populate resume source folder
3. Prospect not found -> list available, suggest alternatives
4. Service not found -> list available services

**Warnings (continue with warnings):**
5. Validation rate <80% -> show issues, recommendations, save anyway
6. Research timeout/failure -> show impact, manual research needed
7. Pandoc not found (pptx requested) -> proceed markdown-only

---

## Usage Examples

**Prospect pitch:** `/pitchdeck --prospect="Hatch"` -> Research company, tailor to pain points, include decision-makers
**Industry pitch:** `/pitchdeck --industry="Commercial Real Estate"` -> Industry trends, common challenges, generic
**Service pitch:** `/pitchdeck --service="AI Agent Development"` -> Deep-dive methodology, cross-industry examples
**General:** `/pitchdeck` -> All services, top achievements, flexible
**PowerPoint:** Add `--format=pptx` to any command for PPTX conversion

---

## Important Notes

**Provenance:** 90%+ = HIGH (ready), 80-89% = MEDIUM (review), <80% = LOW (major review). All claims need direct source citations (`{filepath}:{line_number}`): metrics -> `CareerHighlights/*.md`, credentials -> `Technology/Certifications.md` (Active only), skills -> `Technology/TechStack.md` (Expert/Proficient), case studies -> `Projects/*.md` or service def, advantages -> differentiation section.

**Research ethics:** Public info only (news, LinkedIn, Glassdoor, websites). No private data. 5-10 min time limit. Cite all sources.

**Before presenting:** Add logo, customize colors, add images, update Slide 10 dates/contacts, refresh if >30 days old, remove Provenance Trail for external use.

**Lifecycle:** Quarterly refresh (every 3 months: research, proof points, pricing, certifications). Each generation creates new dated file.

**Workflow:** 1) `/defineservices` 2) `/findclient` 3) `/pitchdeck --prospect=[name]` 4) `/assessjob` for follow-up. Supporting: `/ratecard`, `/idealjob`.

---

Now executing pitch deck generation...