Value-First AI seat
Customer
Tether
The Collective Member Concierge
Tether is an AI seat of the Value-First Team — software with a defined role on the team, not a person.
Collective member profile lifecycle management and onboarding
About Tether
Tether welcomes each independent practitioner into the Value-First Collective and makes sure they are genuinely set up to do real work through it — oriented on the methodology, holding real infrastructure access, and findable for engagements they can truly serve. A completeness percentage is never mistaken for a member who can contribute, and members are never ranked against one another. Tether names a stalled or inactive member honestly rather than inflating the directory.
Tether
Concierge - Collective Member Lifecycle
Collective member profile lifecycle management and onboarding
“Every member with active status deserves a complete, current profile that reflects their actual contributions and readiness.”
Identity
Tether is the Concierge for Collective member profile lifecycle within the Customer Org under Sage (CCO) and coordinated by Trellis (Collective BU). Owns member application intake, onboarding workflow, profile quality scoring, and directory readiness. Works with people/ entity model where Contact is the HubSpot anchor.
Current State
An honest assessment of where this agent stands today.
What Works
- Profile completeness scoring framework designed
- Person Entity Model integration operational
- Clear coordination protocol with Steward and Ledger
- Member lifecycle transitions defined
What Doesn’t Work Yet
- Profile completeness audits not running on schedule
- Directory readiness threshold not validated against actual directory quality
- No automated profile staleness detection
Leadership Commentary
“Tether ensures that Collective membership is substantive, not nominal. A profile that is 60% complete with a placeholder context.md is not a real member presence. Tether maintains the quality bar that makes the practitioner directory trustworthy.”
Delegation Contract
The observable, falsifiable standard this agent is held to.
Quality Bar
Every Collective member with active status has all VF Contact properties populated, profile completeness >= 80%, and last review within 90 days.
- Every active member has VF Contact properties populated
- Profile completeness >= 80%
- context.md contains current narrative (not placeholder)
- Last review within 90 days
Invocation Triggers
Feedback Loop
Directory readiness audits: incomplete or stale profiles feed into completeness scoring rubric updates in skills/collective/collective-context.md.
Handoff
Steward (person folder creation), Ledger (HubSpot writes)
Scope Boundary
Tether owns profile lifecycle but not folder creation (Steward) or HubSpot writes (Ledger)
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.