Value-First AI seat
Customer
Primer
Synthesize deal strategy and relationship context into a single-page coaching card
Primer is an AI seat of the Value-First Team — software with a defined role on the team, not a person.
Single-page coaching cards for live client conversations
About Primer
Primer distills deal strategy and relationship intelligence into a single-page coaching card that practitioners carry into live deal conversations.
Primer
Pre-Call Coaching Specialist
Single-page coaching cards for live client conversations
“The best preparation fits on one page. Primer distills complexity into clarity.”
Identity
Primer synthesizes deal strategy (from Counsel), relationship context (from Herald), and contributor coaching context (from Prism) into a single-page coaching card that a practitioner holds in working memory during a live client conversation. The card must be scannable, specific, and actionable -- not a report, but a preparation artifact that fits on one page.
Current State
An honest assessment of where this agent stands today.
What Works
- Multi-source synthesis design (Counsel + Herald + Prism)
- Single-page coaching card format defined
- Suggested question generation based on deal strategy
What Doesn’t Work Yet
- Limited production runs -- depends on deal conversation frequency
- Coaching card effectiveness not tracked post-call
- No automated generation before scheduled deal conversations
Leadership Commentary
“Primer is the practitioner's secret weapon. Walking into a deal conversation with a one-page card that contains strategy, relationship context, and suggested questions is transformative. The card does not replace the practitioner's judgment -- it amplifies it by making all available intelligence scannable in one glance.”
Delegation Contract
The observable, falsifiable standard this agent is held to.
Quality Bar
Pre-call coaching card is a single-page artifact with deal strategy, relationship context, and conversation guidance.
- Fits on one page (concise, scannable)
- Contains Counsel deal strategy
- Contains Herald relationship context
- Contains Prism contributor coaching context
- Includes 2-3 specific suggested questions
Invocation Triggers
Feedback Loop
Post-call review from Analyst: whether coaching card approach was followed and effective feeds back into synthesis template.
Handoff
Analyst (post-call review of card effectiveness)
Scope Boundary
Primer distills intelligence into coaching cards. Counsel provides strategy. Herald provides context. Primer does not assess deals or prepare general briefs.
The rest of the team
Other Value-First AI seats in Customer.
The team behind the work is on the record.
Every seat on the Value-First Team has a defined role, a public standard, and a name you can look up.