Catalyst engagement: discovery → diagnostic → SOW
Standardized 2-week discovery for a new client. From intake form to signed SOW with deliverables drafted, partner-reviewed, and gated against the firm's SKU library.
- Event wait
Catalyst purchase confirmed - Sage skill
Draft kickoff brief from intake answers - Human task
Partner reviews + edits brief - Sage skill
Generate diagnostic SOW with timeline - Gate
Approve only if scope fits firm SKU