Gate: Consulting Deliverable

What It Replaces

Natalia Quintero’s manual review of all client-facing consulting materials (training curricula, strategy assessments, custom tool deliverables, workshop materials). Currently 1-3 day turnaround per engagement touchpoint.

Pass Criteria (visible to executing agent)

Tier 1: Builder Credibility (blocking)

  1. Grounded in Every’s experience: Every recommendation references how Every (or a specific team member) has actually implemented it. No “organizations should consider…” without “Here’s what happened when we tried…”
  2. No unfamiliar tools: Does not recommend tools, frameworks, or practices Every hasn’t used internally. If referencing a client-specific tool, clearly scoped as “for your context” not “our recommendation.”
  3. No overselling: Claims about AI capabilities are backed by demonstrated results. Time savings and productivity gains are based on measured outcomes, not projections.
  4. Client confidentiality: Contains no information from other client engagements, even anonymized, unless the referenced client has given explicit permission.

Tier 2: Quality and Relevance (blocking)

  1. Client-specific customization: Materials are tailored to the client’s industry (finance or tech), team size, AI maturity level (L1-L4), and specific use cases discussed during onboarding.
  2. Actionable within client constraints: At least one recommendation can be implemented by the client within their first week without additional help from Every.
  3. Hands-on component: Deliverable includes or references a hands-on building exercise — not just slides or documents. “We build together” is the consulting ethos.

Tier 3: Advisory (non-blocking)

  1. NPS alignment: Materials and approach are consistent with what has earned NPS >70 in past engagements.
  2. Methodology contribution: Reusable frameworks or insights from the engagement are flagged for potential addition to the consulting knowledge base.

Satisfaction Metric

Target: Client NPS remains >70 across all engagements. If NPS drops below 65 for any engagement, review gate criteria and specific deliverables.

On Fail

  • Tier 1 failure: Deliverable cannot go to client. Agent receives specific feedback. Critical: Tier 1 criterion 4 (confidentiality) failure triggers immediate escalation to Natalia + Dan.
  • Tier 2 failure: Route to Natalia for review with flagged criteria. Natalia decides whether to revise or override.
  • Tier 3 flags: Informational. Natalia reviews at discretion.

Escalation Package

When escalated to Natalia, she sees:

  • The full deliverable
  • Which criteria failed and specific examples
  • Client context (industry, maturity level, engagement scope)
  • Suggested revisions

Architecture

  • Type: Sequential, blocking at Tiers 1-2
  • Runs: Before any deliverable is shared with a client
  • Natalia’s role shift: Designs engagement quality framework and criteria. Reviews flagged deliverables. Retains final sign-off authority on new engagement types.
  • Brooker Belcourt’s role: Reviews finance-vertical specific deliverables for domain accuracy.

Political Risk

  • Natalia Quintero (Medium): Reframed as Knowledge Encoder and Practice Architect. Her methodology scales without diluting. She designs how consulting works at scale. Already proven with Claudie — she welcomes this.