Client Packet Engine

8 steps · start to finish.

1. 1
   Step 1

   Environment Setup

   ▶

   Validate all inputs and confirm prerequisites before processing any companies.

   echo "=== Environment Setup ==="
   
   # Verify required inputs
   if [ -z "$COMPANY_LIST" ]; then
     echo "ERROR: COMPANY_LIST is not set. Provide a YAML list of {name, url} objects."
     exit 1
   fi
   
   # Validate at least 1 company
   COMPANY_COUNT=$(echo "$COMPANY_LIST" | python3 -c "import sys, yaml; data=yaml.safe_load(sys.stdin); print(len(data.get('companies', data)))")
   if [ "$COMPANY_COUNT" -lt 1 ]; then
     echo "ERROR: company_list must contain at least 1 company."
     exit 1
   fi
   
   if [ "$COMPANY_COUNT" -gt 10 ]; then
     echo "WARNING: $COMPANY_COUNT companies in batch — this will be a long run with high cost."
     echo "Estimated cost: ~\$$(echo "$COMPANY_COUNT * 3.5" | bc) total. Proceed? (y/n)"
   fi
   
   # Create output structure
   mkdir -p /app/results/clients
   mkdir -p /app/results/work
   
   echo "Companies to process: $COMPANY_COUNT"
   echo "Budget per company: ${BUDGET_PER_COMPANY:-$5.00}"
   echo "Pitch-packet mode: ${PITCH_PACKET_MODE:-true}"
   echo "Setup complete."
   

2. 2
   Step 2

   Phase 0 — Intake & Validation

   ▶

   Parse, validate, and cost-estimate all input companies before any work begins.

3. 3
   Step 3

   Phase 1 — Research & Strategy Generation (max 3 rounds of retry per company)

   ▶

   Run the `client-onboarding` playbook (Phases 1–3) for each company, up to **3 companies in parallel**.

4. 4
   Step 4

   Phase 2 — Strategy Selection (Human Checkpoint)

   ▶

   Present all generated strategies across all companies for user selection.

5. 5
   Step 5

   Phase 3 — Strategy Execution (Pitch-Packet Mode)

   ▶

   Execute selected strategies using the pattern router below. Run up to **5 strategy executions concurrently**. Pause and confirm with user before any single API call >$2.

6. 6
   Step 6

   Phase 4 — Packaging

   ▶

   Run the `client-package-local` playbook for each company to produce the final deliverable.

7. 7
   Step 7

   Iterate on Errors (max 3 rounds)

   ▶

   For any failed skill execution or packaging step:

8. 8
   Step 8

   Final Report & Output

   ▶

   After all companies are packaged, write the batch summary.