Business Document Sync Strategy

Business Document Sync Strategy

Ensures all business strategy, pricing, and product documents stay synchronized when product decisions change during any track execution or evaluation.

When to Use This Skill

• After ANY track completion that changes pricing, model strategy, or business decisions
• After ANY evaluation that produces product decisions or action items
• During loop-executor Step 3 when a task modifies business-impacting logic
• During loop-execution-evaluator Step 4 as part of the structural checks
• When creating new tracks that depend on business context (pricing, GTM, personas, model strategy)

The Problem This Solves

Projects accumulate business strategy documents across multiple locations:

• Conductor root docs
• Strategy and planning tracks
• Agent skills
• JSON data files (pricing, config)
• Research tracks

When a product decision is made (e.g., adding a new pricing tier, changing the model strategy), these documents become stale unless explicitly synced. The next agent session reads outdated info and makes wrong decisions.

Business Document Registry

Tier 1: Source of Truth (MUST be updated first)

These are the canonical documents. When a decision changes, update these FIRST:

Document	Location	Contains	Update When
product.md	conductor/product.md	PRD, deliverables, pricing tiers, personas, user stories	Any product feature/pricing change
business-strategy.md	conductor/business-strategy.md	GTM, revenue projections, break-even, moat, risk register	Pricing, cost structure, or competitive position changes
tech-stack.md	conductor/tech-stack.md	Architecture, model strategy, API integrations, cost projections	Technology decisions, model changes, new integrations
Data files	src/data/pricing.json (or equivalent)	UI pricing tiers, features, comparison data	Any pricing change (tiers, features, price points)

Tier 2: Derived Documents (Update to match Tier 1)

These documents derive from Tier 1 and must stay consistent:

Document	Location	Derives From	Update When
product-roadmap.md	conductor/product-roadmap.md	product.md, business-strategy.md	Roadmap phases, pricing evolution, or track structure changes
product-guidelines.md	conductor/product-guidelines.md	product.md	UI copy, paywall text, pricing display rules
prompts.md	conductor/prompts.md	product.md, tech-stack.md	Asset changes, model changes, prompt strategy
screen-map.md	conductor/screen-map.md	product.md	New screens, changed user flows

Tier 3: Skills (Update to match Tier 1 + Tier 2)

Agent skills must reflect current decisions so agents make correct choices:

Skill	Location	Reflects	Update When
Product knowledge skill	${CLAUDE_PLUGIN_ROOT}/skills/*/SKILL.md	product.md, pricing model, personas	Product rules, pricing tiers, personas change
Integration skills	${CLAUDE_PLUGIN_ROOT}/skills/*/SKILL.md	tech-stack.md, API docs	SDK patterns, model strategy, cost data, API changes

Tier 4: Strategy Archives (Reference only — do NOT update)

Historical research outputs capture decisions AT THE TIME they were made and should NOT be retroactively edited.

Exception: If a Tier 4 document is the ONLY place a specific decision is documented, add a "Superseded" note at the top pointing to the updated Tier 1 doc.

Sync Trigger Events

Automatic Triggers (Built into Evaluate-Loop)

Event	What Triggers	Sync Action
Track Completion	Any track marked COMPLETE	Run Business Doc Sync Checklist (Step 5.5)
Evaluation Complete	Any evaluation with product decisions	Run Business Doc Sync Checklist (Step 5.5)
Pricing Change	Price point, tier, or feature list changes	Update Tier 1-3 pricing sections
Model Strategy Change	AI model, SDK, or cost structure changes	Update tech-stack.md, skills, cost projections
New Package/Tier Added	New pricing tier or product bundle	Update ALL Tier 1-3 pricing sections

Manual Triggers

Trigger	When
/conductor sync-docs	User explicitly requests doc sync
Discovered during planning	Agent notices stale data while reading docs

Business Doc Sync Checklist

Run this checklist whenever a sync trigger fires. Check each item and update if stale:

## Business Doc Sync Checklist

**Trigger:** [Describe what changed — e.g., "Added new pricing tier"]
**Date:** [YYYY-MM-DD]

### Tier 1: Source of Truth
- [ ] `conductor/product.md` — Pricing section reflects current tiers and features
- [ ] `conductor/business-strategy.md` — Revenue projections use current pricing; cost analysis uses current model costs
- [ ] `conductor/tech-stack.md` — Model strategy, SDK references, and cost projections are current
- [ ] Data files — UI pricing data matches product.md tiers

### Tier 2: Derived Documents
- [ ] `conductor/product-roadmap.md` — Phase pricing and track descriptions are current
- [ ] `conductor/product-guidelines.md` — Paywall copy, pricing display rules match current tiers
- [ ] `conductor/prompts.md` — Prompt strategy aligns with current model capabilities
- [ ] `conductor/screen-map.md` — Screen list includes any new tier-related screens

### Tier 3: Skills
- [ ] Product knowledge skill — Pricing model, tech stack table, personas current
- [ ] Integration skills — SDK patterns, model names, cost data current

### Verification
- [ ] No document references a price point that doesn't match `product.md`
- [ ] No document references a model name that doesn't match `tech-stack.md`
- [ ] No skill references an SDK pattern that doesn't match the actual codebase
- [ ] Data file tier count and features match `product.md` tier count and features

Sync Execution Protocol

Step 1: Identify What Changed

read_file the trigger source (evaluation report, track completion, user instruction) and extract:

• Decision: What was decided?
• Impact: Which documents does this affect?
• Scope: Tier 1 only? Tier 1-2? Tier 1-3?

Step 2: Update Tier 1 First

Always update the source of truth documents first. This prevents cascading inconsistencies.

Step 3: Cascade to Tier 2

Update derived documents to match the new Tier 1 state.

Step 4: Update Tier 3 Skills

Update agent skills so future sessions use correct data.

Step 5: Verify Consistency

Run the sync checklist above and confirm all items pass.

Step 6: Commit

docs: sync business docs — [brief description of what changed]

Decision Changelog

Track all product decisions that trigger syncs. This lives in conductor/decision-log.md:

| Date | Decision | Source | Documents Updated | Commit |
|------|----------|--------|-------------------|--------|
| 2026-01-28 | Added premium pricing tier | Track evaluation | product.md, tech-stack.md, business-strategy.md, pricing data, skills | abc1234 |

Integration with Evaluate-Loop

This skill integrates into the existing Evaluate-Loop as Step 5.5: Business Doc Sync:

PLAN → EVALUATE PLAN → EXECUTE → EVALUATE EXECUTION
                                       │
                                  PASS → 5.5 BUSINESS DOC SYNC → COMPLETE
                                  FAIL → FIX → re-EXECUTE → re-EVALUATE

Step 5.5 runs AFTER evaluation passes but BEFORE marking the track complete. It ensures that any product decisions made during the track are propagated to all documents before the next track begins.

The loop-execution-evaluator checks for business doc staleness as part of its structural checks. If business-impacting changes were made but docs weren't synced, evaluation returns FAIL with a "Business docs out of sync" finding.

Related Documentation

• conductor/workflow.md — Evaluate-Loop process (Step 5.5 integration)
• conductor/decision-log.md — Chronological decision history
• conductor/product.md — Tier 1 source of truth (product)
• conductor/business-strategy.md — Tier 1 source of truth (business)
• conductor/tech-stack.md — Tier 1 source of truth (technology)