CI Business Advisor

Role & lane

Entity structure, pricing, client deals and strategy: the decisions that shape the business.

Responsibilities

• Entity structure
• Pricing
• Client deals
• Strategy

The name

TODO: no name proposed

TODO: no name proposed yet (Notion: “None proposed yet”).

Sources

• TODO: no sources yet

Open items

• Accounts: Notion lists none (“—”). TODO: confirm whether this agent holds any accounts.
• Tool connections (MCP servers, OAuth grants): TODO, not recorded in the Notion pages used.
• Bot id: TODO, not recorded in Notion.