Fragmented reports consolidation

AGENTS.md

@@ -23,7 +23,7 @@ You are a messaging architect for Affirma. Build evidence-based outbound messagi
 | Opportunity data | data/opportunities/Oops.csv | Win rates |
 | Inbound | data/Inbound/ | Ask patterns |
 | ATX/Open leads | reports/Open Leads Best to Target.md | Austin contacts |
-| Company Target Matrix | reports/Company Type Target Matrix.md | Company type → service → phrase |
+| Company Targeting Report | reports/Company Targeting Report.md | Company type → service → phrase |
 | Case studies | assets/case-studies/ | Client names, services |
 
 **Scripts:** company_target_matrix.py, deep_parse_inbound.py, analyze_atx_leads.py

README.md

@@ -49,15 +49,14 @@ Sales prospecting analysis, messaging framework, and value-first outbound assets
 | `assets/case-studies/Creative/` | Video, webinar, design |
 | `assets/case-studies/Other/` | Mixed, proposals |
 
-### Reports
+### Reports (consolidated)
 | Path | Contents |
 |------|----------|
-| `reports/Company Service Title Patterns.md` | Company × Service × Buyer Title (no channel) |
-| `reports/Case Study Value Prop Mapping.md` | Case studies → value props |
-| `reports/Case Study Cadence Mapping.md` | Case studies → cadences |
+| `reports/Inbound Report.md` | Inbound leads — what they want, ask/title patterns, messaging (consolidated) |
+| `reports/Case Study Mapping.md` | Case studies → value props + cadence (consolidated) |
+| `reports/Company Targeting Report.md` | Company type × service × messaging (consolidated) |
+| `reports/Leads to Target.md` | Open Leads, Texas CRM, ATX, Austin — prioritized contacts (consolidated) |
 | `reports/Vendor Channel Persona Service Analysis Report.md` | Channel/vendor analysis |
-| `reports/Inbound What They Want.md` | Inbound ask/title patterns |
-| `reports/Company Type Target Matrix.md` | Company type × service |
 
 ### Scripts
 | Script | Purpose |
@@ -132,9 +131,9 @@ python3 scripts/company_target_matrix.py
 | [outbound/Value First Message Templates.md](outbound/Value%20First%20Message%20Templates.md)                           | 10 value-first messages (no meeting ask)            |
 | [outbound/value-first-campaigns/](outbound/value-first-campaigns/)                                                     | 31-day cadences (10 campaigns × 31 templates)       |
 | [reports/Analysis Report.md](reports/Analysis%20Report.md)                                                             | Opportunity segmentation by service/industry/source |
-| [reports/Inbound Analysis Report.md](reports/Inbound%20Analysis%20Report.md)                                           | Why qualified inbound leads come in                 |
-| [reports/Inbound What They Want.md](reports/Inbound%20What%20They%20Want.md)                                           | Deep parse: Company Type × Ask, pain language       |
-| [reports/Company Type Target Matrix.md](reports/Company%20Type%20Target%20Matrix.md)                                   | Company type → service → phrase                     |
+| [reports/Inbound Report.md](reports/Inbound%20Report.md)                                                               | Inbound leads — what they want, patterns, messaging (consolidated) |
+| [reports/Company Targeting Report.md](reports/Company%20Targeting%20Report.md)                                         | Company type → service → phrase (consolidated)       |
+| [reports/Leads to Target.md](reports/Leads%20to%20Target.md)                                                           | Prioritized contact lists (consolidated)             |
 | [reports/Messaging Framework Summary and Conclusion.md](reports/Messaging%20Framework%20Summary%20and%20Conclusion.md) | Consolidated messaging conclusions                  |
 | [reports/Deep Parse Report.md](reports/Deep%20Parse%20Report.md)                                                       | Deep parse of data files                            |
 | [outbound/Enterprise Legacy On-Prem Sales Motion.md](outbound/Enterprise%20Legacy%20On-Prem%20Sales%20Motion.md)       | Enterprise sales motion (Champion, DM, etc.)        |
@@ -178,15 +177,14 @@ python3 scripts/company_target_matrix.py
 | `assets/case-studies/Creative/` | Video, webinar, design |
 | `assets/case-studies/Other/` | Mixed, proposals |
 
-### Reports
+### Reports (consolidated)
 | Path | Contents |
 |------|----------|
-| `reports/Company Service Title Patterns.md` | Company × Service × Buyer Title (no channel) |
-| `reports/Case Study Value Prop Mapping.md` | Case studies → value props |
-| `reports/Case Study Cadence Mapping.md` | Case studies → cadences |
+| `reports/Inbound Report.md` | Inbound leads — what they want, ask/title patterns, messaging (consolidated) |
+| `reports/Case Study Mapping.md` | Case studies → value props + cadence (consolidated) |
+| `reports/Company Targeting Report.md` | Company type × service × messaging (consolidated) |
+| `reports/Leads to Target.md` | Open Leads, Texas CRM, ATX, Austin — prioritized contacts (consolidated) |
 | `reports/Vendor Channel Persona Service Analysis Report.md` | Channel/vendor analysis |
-| `reports/Inbound What They Want.md` | Inbound ask/title patterns |
-| `reports/Company Type Target Matrix.md` | Company type × service |
 
 ### Scripts
 | Script | Purpose |
@@ -211,7 +209,7 @@ python3 scripts/company_target_matrix.py
 **Date:** 2026-02-15  
 **Purpose:** Methodical analysis of reports, case studies, Affirma services, and data to identify niches, value propositions, and 100 companies to target for cloud migrations.
 
-**Sources:** All files under `reports/`, `data/affirma-services/affirma_what_we_do.md`, `data/patterns/*.json`, `data/austin-chamber/`, Case Study Value Prop Mapping.
+**Sources:** All files under `reports/`, `data/affirma-services/affirma_what_we_do.md`, `data/patterns/*.json`, `data/austin-chamber/`, [Case Study Mapping](reports/Case%20Study%20Mapping.md).
 
 ---
 

outbound/Messaging Framework.md

@@ -97,7 +97,7 @@ Use these when speaking to Director+ or C-level. Budget owners need one of four
 
 ### 3b. Service-Specific Phrasing (Use Instead of "This Investment")
 
-**Choose the phrase that matches the service you're selling.** See [Company Type Target Matrix](../reports/Company%20Type%20Target%20Matrix.md).
+**Choose the phrase that matches the service you're selling.** See [Company Targeting Report](../reports/Company%20Targeting%20Report.md).
 
 | Service | Say This |
 |---------|----------|
@@ -130,7 +130,7 @@ Use these when speaking to Director+ or C-level. Budget owners need one of four
 
 ## 5. Company Type → Who to Target With What
 
-*(From inbound: Company Type × Ask × Service. See [Company Type Target Matrix](../reports/Company%20Type%20Target%20Matrix.md).)*
+*(From inbound: Company Type × Ask × Service. See [Company Targeting Report](../reports/Company%20Targeting%20Report.md).)*
 
 | Company Type | Primary Service to Message | Phrase |
 |--------------|----------------------------|--------|
@@ -260,7 +260,7 @@ Use these when speaking to Director+ or C-level. Budget owners need one of four
 
 ## 11. Inbound Insights (Apply to All Messaging)
 
-**Source:** 550 qualified inbound leads. See [Inbound Analysis Report](../reports/Inbound%20Analysis%20Report.md) and [Inbound What They Want](../reports/Inbound%20What%20They%20Want.md) (deep parse: industry × ask, pain language, size bands).
+**Source:** 550 qualified inbound leads. See [Inbound Report](../reports/Inbound%20Report.md) (consolidated: industry × ask, pain language, size bands).
 
 ### Why they come in (top categories)
 - **SharePoint** (25%+) — General, migration, intranet, restructure
@@ -296,8 +296,8 @@ Outbound messaging for IT Director, Modern Workplace, Infrastructure should echo
 
 - Persona normalization: `scripts/persona_normalization.py`
 - Full analysis: `scripts/run_analysis.py`
-- Inbound analysis: `reports/Inbound Analysis Report.md`
-- Inbound deep parse: `reports/Inbound What They Want.md` (run `scripts/deep_parse_inbound.py`)
-- Company type target matrix: `reports/Company Type Target Matrix.md` (run `scripts/company_target_matrix.py`) — Company Type × Ask × Service; service-specific phrases to replace "this investment"
+- Inbound: `reports/Inbound Report.md`
+- Inbound: `reports/Inbound Report.md` (run `scripts/deep_parse_inbound.py`)
+- Company targeting: `reports/Company Targeting Report.md` (run `scripts/company_target_matrix.py`) — Company Type × Ask × Service; service-specific phrases to replace "this investment"
 - Segment packs: `Segment Packs Outbound.md`
 - Financial framework: System Prompt.pdf

outbound/SDR Starter Guide.md

@@ -155,7 +155,7 @@ Book a quick audit call.
 
 ## Inbound Language (Use in Your Copy)
 
-Qualified inbound leads use: "looking for," "partner," "migrate," "guidance," "build." Mirror that — say "partner" not "vendor." Top themes: SharePoint, Power Platform, migration, support. See [reports/Inbound Analysis Report.md](../reports/Inbound%20Analysis%20Report.md).
+Qualified inbound leads use: "looking for," "partner," "migrate," "guidance," "build." Mirror that — say "partner" not "vendor." Top themes: SharePoint, Power Platform, migration, support. See [reports/Inbound Report.md](../reports/Inbound%20Report.md).
 
 ---
 

outbound/Value First Message Templates.md

@@ -6,7 +6,7 @@
 
 **31-day cadences:** Full free-value campaign cadences (1 template per day, 31 days, 10 campaigns) are in [value-first-campaigns/](value-first-campaigns/). Each day offers a unique free resource.
 
-**Inbound insight:** Qualified inbound leads (550) say they're "looking for a partner," need "guidance," or "migration" help. Mirror that language — "partner," "guidance," "help you build." Top themes: SharePoint, Power Platform, migration, support. See [reports/Inbound Analysis Report.md](../reports/Inbound%20Analysis%20Report.md).
+**Inbound insight:** Qualified inbound leads (550) say they're "looking for a partner," need "guidance," or "migration" help. Mirror that language — "partner," "guidance," "help you build." Top themes: SharePoint, Power Platform, migration, support. See [reports/Inbound Report.md](../reports/Inbound%20Report.md).
 
 ---