Engagement Review

Retrospective on a completed engagement

Look back at how an engagement with a person or company went — the full timeline, what worked, what stalled, and what you'd do differently. Engagement Review turns scattered interaction history into a structured retrospective you can learn from.

Use this when: an engagement has ended or stalled and you want to understand what happened.

Just say:

"How did my engagement with Greenlight Foundation go?"

"Review my relationship with Dan Torres — what worked?"

Pairs well with:

Catch Me UpAccount Intel
.claude/commands/engagement-review.md
# Engagement Review: Retrospective on a completed engagement

Review my engagement with $ARGUMENTS.

Follow these steps:

1. **Find the subject.** Use `hidn_search_profiles` or `hidn_search_orgs` to locate the person or company. Use `hidn_get_profile` or `hidn_get_org` for full details.

2. **Build the timeline.** Use `hidn_list_org_activities` (for orgs) or search activities linked to the profile to get every interaction in chronological order. Note the full arc: first contact, key meetings, decisions, gaps, and most recent activity.

3. **Map who was involved.** If it's an org, use `hidn_get_org_network` to see all contacts engaged. For each, check when they entered the picture and when they dropped off.

4. **Review outcomes.** Use `hidn_search_workitems` to find work items tied to this engagement — what was delivered, what's still open, what was canceled.

5. **Search for context.** Use `hidn_search_logs` to find daily log entries mentioning this person or org — decisions, learnings, blockers noted along the way.

6. **Analyze patterns.** Look for:
   - High-activity periods (what drove them?)
   - Gaps in engagement (what caused stalls?)
   - Pipeline stage changes and when they happened
   - What kinds of interactions moved things forward vs. didn't

## Output format

**Engagement Review: [name/org]**

**Timeline**
- First contact: [date and context]
- Key milestones: [list with dates]
- Most recent: [date and context]
- Duration: [total span]

**What worked**
- [Pattern or action that correlated with progress]
- [Relationship that was valuable and why]

**What stalled**
- [Gap or period of inactivity — what was happening]
- [Missed opportunities or late follow-ups]

**People involved**
- [Name] — [role in the engagement, when active]

**Outcomes**
- Delivered: [completed work items]
- Open: [still pending]
- Pipeline: [current stage, changes over time]

**Lessons**
- [What you'd do the same]
- [What you'd do differently]

**Suggested next step**
- [Based on current state — re-engage, close out, or archive]

myhidn tools this skill uses:

hidn_search_profileshidn_search_orgshidn_get_profilehidn_get_orghidn_list_org_activitieshidn_search_workitemshidn_search_logshidn_get_org_network