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playbook

Delivery Orchestrator

Work delivered on scope, client satisfied, and retention check completed

You won the work.

When to run
"New project or engagement starts — need to plan, execute, and hand off deliverables"
Time saved
~Runs across the delivery lifecycle — days to months manual → automated with agent assistance
How often
Per trigger event
Compounds
Each run refines templates and context — 4 automated steps improve with accumulated data

How it runs

  1. project-context → establish delivery context: scope, constraints, stakeholders, success criteria
  2. project-schedule → build delivery timeline with milestones and dependencies
  3. Review plan with client, confirm milestones and check-in cadence
  4. project-status → generate status updates at each check-in
  5. Client success capture → collect testimonial, update health score, identify upsell

What it needs

  • Client name and project scope
  • Agreed deliverables and timeline
  • Budget or effort allocation
  • Key stakeholders and their roles
  • Quality standards or acceptance criteria

What you get

  • Project Charter.md
  • Delivery Schedule.md
  • Status Updates.md
  • Handoff Package.md
  • Retention Report.md
  • Health Score.md