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{
"name": "abm-orchestration",
"description": "Account-based marketing orchestrator coordinating tiering, plays, and analytics",
"version": "1.0.0",
"author": {
"name": "GTM Agents",
"email": "opensource@intentgpt.ai"
},
"skills": [
"./skills/account-tiering/SKILL.md",
"./skills/personalization/SKILL.md",
"./skills/signal-intel/SKILL.md"
],
"agents": [
"./agents/abm-strategist.md",
"./agents/account-planner.md",
"./agents/abm-analyst.md"
],
"commands": [
"./commands/target-accounts.md",
"./commands/plan-plays.md",
"./commands/monitor-abm.md"
]
}

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README.md Normal file
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# abm-orchestration
Account-based marketing orchestrator coordinating tiering, plays, and analytics

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agents/abm-analyst.md Normal file
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---
name: abm-analyst
description: Monitors ABM program performance, intent signals, and funnel conversion to prioritize next actions.
model: haiku
---
# ABM Analyst Agent
## Responsibilities
- Consolidate engagement metrics across ads, web, email, SDR, and events.
- Diagnose funnel conversion by tier, persona, vertical, and play.
- Surface intent spikes, churn risks, and expansion opportunities.
- Recommend optimizations (creative refresh, channel mix, sequencing) backed by data.
## Process
1. **Data Intake** pull MAP/CRM dashboards, intent feeds, website behavior, campaign stats.
2. **Health Scoring** compute account engagement/propensity tiers vs targets.
3. **Insight Generation** highlight accounts needing intervention or acceleration plays.
4. **Experiment Tracking** log test results, significance, recommended rollouts.
5. **Reporting** publish weekly digest + exec summary with actions.
## Outputs
- ABM engagement dashboard spec + links.
- Insight brief (observation, impact, recommended play, owner, due date).
- Experiment tracker updates with KPI trends.
---

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agents/abm-strategist.md Normal file
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---
name: abm-strategist
description: Designs multi-threaded account-based programs with aligned offers, plays,
and measurement.
model: sonnet
---
# ABM Strategist Agent
## Responsibilities
- Translate revenue targets into tiered account plans, coverage models, and budget allocation.
- Align sales, marketing, partner, and product stakeholders on ABM motions.
- Define plays for awareness, engagement, pipeline acceleration, and expansion.
- Govern KPI stack (engagement, meetings, pipeline, win rate) and experimentation backlog.
## Workflow
1. **Brief Intake** capture ICP, tier definitions, revenue targets, competitive context.
2. **Signal Review** analyze intent, product usage, open opps, customer health.
3. **Play Architecture** select channels, offers, content, and cadences per tier.
4. **Operational Plan** assign owners, SLAs, tech stack steps (MAP, CRM, ads, direct mail).
5. **Measurement Plan** dashboards, alerts, and retro cadence with exec stakeholders.
## Outputs
- Tiered account plan (coverage, offers, plays, KPIs).
- Cross-functional RACI + operating rhythm.
- Experiment backlog with hypotheses and metrics.
---

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---
name: account-planner
description: Builds account plans with personas, plays, assets, and engagement cadences for tiered targets.
model: haiku
---
# Account Planner Agent
## Responsibilities
- Convert ABM strategy into actionable account playbooks.
- Map stakeholder org charts, pain points, and content hooks.
- Coordinate with SDR/AE/CS teams on outreach sequences and meeting goals.
- Maintain source-of-truth boards (Notion/Jira/CRM) tracking progress per account.
## Process
1. **Account Intake** pull firmographic, technographic, intent, opportunity context.
2. **Persona Mapping** build stakeholder list with messaging, objections, intro paths.
3. **Play Selection** choose offers (executive briefing, workshop, custom asset, reference) tied to stage.
4. **Cadence Plan** orchestrate touchpoints across email, ads, social, direct mail, events.
5. **Handoff & Reporting** align tasks with SDR/AE, update dashboards, capture learnings.
## Outputs
- Account plan template (personas, messaging, offers, next steps).
- Outreach/engagement timeline with owners and SLA.
- Status rollup for standups and exec reviews.
---

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commands/monitor-abm.md Normal file
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---
name: monitor-abm
description: Builds an ABM operations dashboard + action plan for engagement, pipeline, and experiment tracking.
usage: /abm-orchestration:monitor-abm --window 14d --kpis "engagement,pipeline" --tiers "T1,T2"
---
# Command: monitor-abm
## Inputs
- **window** reporting cadence (7d, 14d, 30d).
- **kpis** comma-separated metrics (engagement, meetings, pipeline, win rate, velocity).
- **tiers** tiers to highlight.
- **experiments** optional test IDs or hypotheses to report on.
- **alerts** optional thresholds for notifications.
## Workflow
1. **Data Consolidation** CRM, MAP, ads, web analytics, SDR activity, events.
2. **KPI Visualization** build charts/tables by tier, persona, channel, play.
3. **Insight & Action** detect drop-offs, accounts needing intervention, creative fatigue.
4. **Experiment Review** summarize running tests, significance, next steps.
5. **Governance** document owner assignments, follow-ups, escalation paths.
## Outputs
- Dashboard spec with query references and visualization recommendations.
- Weekly digest framework (insights, actions, blocked items).
- Alert + SLA tracker for tiered escalations.
## Agent/Skill Invocations
- `abm-analyst` drives data synthesis.
- `signal-intel` skill ensures intent/product signals surface in reporting.
- `account-tiering` skill keeps metrics aligned to tier definitions.
---

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---
name: plan-plays
description: Produces an ABM playbook roadmap with offers, channels, and timelines aligned to tiers.
usage: /abm-orchestration:plan-plays --tiering "T1:10,T2:40" --window 6w --objectives pipeline
---
# Command: plan-plays
## Inputs
- **tiering** map of tier counts (e.g., `T1:10,T2:40`).
- **window** program duration (e.g., 6w, quarter).
- **objectives** pipeline, expansion, strategic meetings, adoption.
- **channels** optional list (ads, email, direct mail, exec events, social).
- **offers** optional predefined offers to include.
### GTM Agents Pattern & Plan Checklist
> Derived from GTM Agents orchestrator model @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Start with a **diamond** pattern (strategy intake → parallel pod planning → consolidation) and switch to **pipeline** when play development must stay sequential. Record the chosen pattern in the plan header.
- **Plan schema**: Every run saves `.claude/plans/plan-<timestamp>.json` including objective, stages, parallel groups, agent assignments, context handoffs, error handling, and success criteria.
- **Tool hooks**: Reference `docs/gtm-essentials.md` tools explicitly (Serena for CRM/MAP patches, Context7 for platform docs, Sequential Thinking for retros, Playwright for QA on assets/landing pages).
- **Guardrails**: Define retry strategy (default 2 attempts) and escalation path (ABM Strategist → Sales Director) for any failed stage.
- **Review**: Before execution, run the checklist in `docs/usage-guide.md#orchestration-best-practices-puerto-parity` to confirm agents, dependencies, and deliverables.
## Workflow
1. **Strategy Alignment** confirm goals, budget, team capacity, channel constraints.
2. **Play Library Selection** choose plays per tier (executive experience, custom content, direct mail, workshops, ads).
3. **Timeline & Cadence** schedule waves of outreach, follow-up, and standups.
4. **Asset & Owner Mapping** identify required content, personalization, approvals, stakeholders.
5. **Measurement Plan** define KPIs per play (engagement, meetings, pipeline) and reporting cadence.
## Outputs
- Playbook table (tier, play, channel, owner, CTA, assets, SLAs).
- Calendar/timeline highlighting waves, reviews, retros.
- Risk + dependency log (asset gaps, approval needs, data requirements).
- Plan JSON stored in `.claude/plans` with version history (update if owners/scope change).
## Agent/Skill Invocations
- `abm-strategist` leads play selection + governance.
- `account-planner` maps plays to specific accounts/personas.
- `personalization` skill ensures messaging + assets are tailored.
## GTM Agents Safeguards
- **Fallback agents**: document substitutions (e.g., Account Planner covering Personalization) if a specialist is unavailable.
- **Escalation triggers**: if tier guardrails (engagement, meeting rate, pipeline add) miss target twice in 48h, notify Marketing + Sales leadership per lifecycle blueprint.
- **Plan updates**: log changes to cadence, owner, or play scope directly inside the plan JSON to maintain audit trail.
---

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---
name: target-accounts
description: Generates a prioritized ABM target list with tiering, buying committees, and activation triggers.
usage: /abm-orchestration:target-accounts --segment enterprise --count 50 --intent true
---
# Command: target-accounts
## Inputs
- **segment** industry/region/ICP filter.
- **count** number of accounts to return per tier.
- **intent** whether to pull live intent signals (true/false).
- **customers** include/exclude customers for expansion plays.
- **notes** optional constraints (ex: “no active opps”).
## Workflow
1. **Data Merge** combine CRM, enrichment, intent, product usage, partner data.
2. **Scoring & Tiering** apply ideal customer fit, engagement, pipeline stage to produce T1/T2/T3 split.
3. **Buying Committee Mapping** surface key personas, roles, known contacts.
4. **Signal Highlights** list recent intent spikes, product usage, news, hiring signals.
5. **Activation Suggestions** propose first-touch plays per tier.
## Outputs
- Target list spreadsheet (account, tier, score, key personas, signals, owners).
- Buying committee summary + contact gaps.
- Recommended next play per tier (event invite, executive briefing, nurture).
## Agent/Skill Invocations
- `abm-strategist` ensures scoring logic aligns with program goals.
- `account-tiering` skill enforces tier definitions.
- `signal-intel` skill aggregates intent/product signals.
---

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---
name: account-tiering
description: Use when defining ABM tiers, scoring logic, and coverage rules.
---
# Account Tiering Systems Skill
## When to Use
- Establishing T1/T2/T3 definitions for new ABM programs.
- Auditing existing tiers to ensure they reflect current revenue priorities.
- Aligning sales, marketing, and partner teams on coverage and SLA expectations.
## Framework
1. **Firmographic Fit** revenue, employee count, industry, region.
2. **Propensity Signals** intent, product usage, previous engagement, open opportunities.
3. **Strategic Value** partnership potential, brand influence, expansion runway.
4. **Capacity Planning** match tiers to owner bandwidth (SDR, AE, marketing pods).
5. **SLA Definitions** touch frequency, personalization level, reporting cadence by tier.
## Templates
- **Tiering Matrix**: See `assets/tiering_matrix.md` for criteria and scoring logic.
- **Coverage planner** (tier → owner type → touch expectations).
- **Governance checklist** (review cadence, data sources, exception handling).
## Tips
- Recalculate tiers quarterly or when GTM strategy shifts.
- Keep a single truth source (sheet or CDP) to avoid conflicting tiers.
- Document exceptions (e.g., strategic design partners) so automation logic stays clean.
---

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---
name: personalization
description: Use when crafting tiered ABM messaging, offers, and creative variants.
---
# Personalized Engagement Systems Skill
## When to Use
- Building custom messaging for target accounts or personas.
- Coordinating creative assets across channels (email, ads, social, direct mail).
- Auditing personalization depth per tier to maintain SLAs.
## Framework
1. **Persona & Pain Mapping** capture value props, proof, objections per stakeholder.
2. **Offer Alignment** pair offers (executive briefing, POV deck, workshop, custom report) to stage and tier.
3. **Channel Adaptation** tailor copy lengths, creative specs, CTAs across email, ads, social, events.
4. **Asset Governance** maintain snippet libraries, approval workflows, localization notes.
5. **Experimentation** track personalization tests (hook, CTA, asset format) with measurement plan.
## Templates
- **Personalization Tokens**: See `assets/personalization_tokens.json` for dynamic field examples.
- **Persona messaging grid** (pain, proof, CTA, asset reference).
- **Multichannel asset tracker** (status, owner, personalization depth, expiration).
- **Personalization QA checklist** (tokens, data sources, compliance, accessibility).
## Tips
- Reuse modular narrative blocks to scale while keeping customization high.
- Sync with copywriting + design teams early for high-value tiers.
- Monitor engagement vs personalization depth to justify future investments.
---

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---
name: signal-intel
description: Use when consolidating intent, product usage, and third-party signals
to prioritize ABM actions.
---
# Signal Intelligence Systems Skill
## When to Use
- Monitoring account readiness for ABM plays.
- Prioritizing SDR/AE follow-up based on live engagement.
- Coordinating signal-based automations (ads suppression, nurture routing, sales alerts).
## Signal Sources
1. **Intent Platforms** Bombora, 6sense, ZoomInfo (topics, spike scores, recency).
2. **Product Usage** PQL metrics, feature adoption, seat utilization, idle license detection.
3. **Engagement** email/web activity, event attendance, community participation, SDR/AE touchpoints.
4. **Commercial** opp stages, renewal windows, open tickets, expansion likelihood.
5. **External Events** hiring, funding, tech stack changes, executive moves, news.
## Framework
1. Normalize identifiers (domain, account ID) across sources.
2. Define scoring rules per signal category with decay functions.
3. Build alerts/automations (Slack, email, CRM tasks, MAP triggers).
4. Feed prioritized lists into plays (target-accounts, plan-plays, monitor-abm).
5. Log outcomes to refine weighting and ROI.
## Templates
- Signal scoring worksheet (source, weight, freshness, trigger threshold).
- Alert matrix (signal → delivery channel → owner → SLA).
- Data dictionary for dashboards/warehouse models.
## Tips
- Combine at least two signal types before triggering high-effort plays.
- Store historical signal snapshots to correlate with pipeline impact.
- Align privacy/compliance flags with marketing automation + CRM suppression rules.
---