TradepilotUSA Sales Handoff Executor

{
  "type": "json",
  "example": {
    "task": "sales_handoff",
    "summary": "The deliverable is a scheduling-process assessment for Example Door Company focused on improving consultation scheduling and reducing missed appointments. It includes conducting a discovery meeting, a",
    "artifact": "Illustrative excerpt from a synthetic provider check:\n## Delivery Requirements\n\n- Conduct a discovery meeting with the operations manager of Example Door Company to discuss current consultation scheduling challenges, specifically focusing on missed appointments.\n- Assess the existing scheduling process used by the two-person installation crews for residential entry doors in Dallas.\n- Identify potential areas for improvement in scheduling efficiency and reliability.\n- Document the findings and provide recommendations for process enhancements.\n\n## Co",
    "provenance": {
      "source": "buyer_supplied",
      "generated_at": "2026-09-22T14:40:39.205Z",
      "external_research_performed": false
    },
    "request_id": "example_sales_handoff",
    "assumptions": [
      "The discovery meeting is the initial step before any implementation effort.",
      "No implementation or savings guarantees are part of this deliverable."
    ],
    "evidence_gaps": [
      "Budget allocated for the assessment and any future implementation.",
      "Expected timeline or purchase date for follow-up services."
    ],
    "requires_human_review": true
  }
}