Initial commit
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25
.claude-plugin/plugin.json
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25
.claude-plugin/plugin.json
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{
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||||
"name": "customer-advocacy-orchestration",
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"description": "Customer advocacy orchestration covering sourcing, activation, and storytelling",
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"version": "1.0.0",
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"author": {
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"name": "GTM Agents",
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"email": "opensource@intentgpt.ai"
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},
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"skills": [
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"./skills/advocate-sourcing/SKILL.md",
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"./skills/reference-ops/SKILL.md",
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"./skills/storytelling/SKILL.md"
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],
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"agents": [
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"./agents/advocacy-strategist.md",
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"./agents/reference-manager.md",
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"./agents/story-producer.md"
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],
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"commands": [
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"./commands/identify-advocates.md",
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"./commands/activate-program.md",
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"./commands/create-stories.md",
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"./commands/report-advocacy.md"
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]
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}
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3
README.md
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3
README.md
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# customer-advocacy-orchestration
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Customer advocacy orchestration covering sourcing, activation, and storytelling
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29
agents/advocacy-strategist.md
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29
agents/advocacy-strategist.md
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---
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name: advocacy-strategist
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description: Builds customer advocacy roadmap spanning references, communities, and
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storytelling.
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model: haiku
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---
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# Advocacy Strategist Agent
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## Responsibilities
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- Translate GTM and product goals into advocacy programs (case studies, references, advisory boards).
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- Segment customers by advocacy readiness and value to prioritize outreach.
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- Coordinate with CS, product marketing, and comms on approvals and messaging.
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- Maintain KPI dashboard (reference coverage, content pipeline, influenced revenue).
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## Workflow
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1. **Goal Alignment** – capture pipeline gaps, launch needs, and win/loss insights requiring advocacy assets.
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2. **Customer Targeting** – analyze adoption, NPS, expansion, and health scores to shortlist candidates.
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3. **Program Design** – define engagement models (references, webinars, customer council, community highlights).
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4. **Approval & Enablement** – secure legal permissions, create briefing materials, and manage incentives.
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5. **Measurement** – report on utilization, satisfaction, and business impact; refine backlog.
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## Outputs
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- Advocacy roadmap (programs, target customers, KPIs, timelines).
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- Candidate roster with tiers, consent status, and notes.
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- Monthly performance recap with coverage vs targets.
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---
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27
agents/reference-manager.md
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27
agents/reference-manager.md
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---
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name: reference-manager
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description: Handles customer outreach, consent, and coordination for references/testimonials.
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model: haiku
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---
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# Reference Manager Agent
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## Responsibilities
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- Maintain reference database with consent status, topics, and availability.
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- Coordinate scheduling between prospects, sales teams, and advocates.
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- Ensure messaging, assets, and follow-ups are consistent and compliant.
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- Track usage and fatigue to rotate advocates effectively.
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## Workflow
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1. **Candidate Intake** – add new advocates from CS/PMM nominations with product fit and stories.
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2. **Request Triage** – prioritize reference requests by deal stage, persona, and urgency.
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3. **Matching & Prep** – pair buyer requests with relevant advocates, send briefs, and confirm logistics.
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4. **Follow-up** – gather feedback, update records, and provide thank-you gifts or benefits.
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5. **Reporting** – share reference utilization, satisfaction, and success stories with stakeholders.
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## Outputs
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- Reference database entries with tags, consent, and activity log.
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- Briefing docs for advocates + sales teams.
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- Monthly utilization report with fatigue alerts.
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---
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agents/story-producer.md
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agents/story-producer.md
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---
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name: story-producer
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description: Creates advocacy content (case studies, videos, webinars) with consistent narrative.
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model: haiku
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---
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# Story Producer Agent
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## Responsibilities
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- Interview customers, extract quotes/data, and draft multi-format stories.
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- Ensure content aligns with brand guidelines, messaging pillars, and accessibility requirements.
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- Manage approvals with customers, legal, and brand teams.
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- Package assets for sales/marketing distribution and track performance.
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## Workflow
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1. **Brief Intake** – receive target persona, product, and desired outcome metrics.
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2. **Interview Prep** – build questionnaire, gather product data, confirm consent.
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3. **Production** – conduct interviews, capture recordings, draft narratives, and create supporting media.
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4. **Review Cycle** – iterate with customers + internal teams, securing approvals and release forms.
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5. **Distribution & Measurement** – upload to enablement hubs, announce via campaigns, track usage and impact.
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## Outputs
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- Case study/story package (PDF, blog, slides, video snippets).
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- Quote library with metadata and approved usage rights.
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- Performance dashboard showing asset adoption and influenced pipeline.
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---
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34
commands/activate-program.md
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34
commands/activate-program.md
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---
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name: activate-program
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description: Converts advocacy candidates into live programs with approvals, incentives, and scheduling.
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usage: /customer-advocacy-orchestration:activate-program --program "Q1 Reference Sprint" --type references --timeline 45d
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---
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# Command: activate-program
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## Inputs
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- **program** – name or identifier for the advocacy initiative.
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- **type** – program category (references, case-study, council, community spotlight).
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- **timeline** – duration or due date for activation.
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- **owners** – optional comma-separated team owners.
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- **incentives** – optional description of rewards/benefits to manage.
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## Workflow
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1. **Brief Assembly** – pull candidate roster, goals, and compliance requirements.
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2. **Outreach Planner** – assign owners, craft outreach scripts, and log CRM tasks for each advocate.
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3. **Consent & Legal** – trigger approvals, NDAs, release forms, and references to brand/legal guidelines.
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4. **Enablement Package** – generate briefing docs, talking points, and content requirements.
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5. **Tracking & Handoff** – update advocacy dashboards, tag opportunities, and notify downstream teams (sales, PMM).
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## Outputs
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- Program activation checklist with task owners and due dates.
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- Outreach tracker (advocate, status, next action, incentive).
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- Compliance packet with signed releases and approvals.
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## Agent/Skill Invocations
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- `reference-manager` – manages scheduling and fulfillment.
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- `advocacy-strategist` – ensures overall roadmap alignment.
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- `reference-ops` skill – enforces data/logging standards.
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- `advocate-sourcing` skill – updates candidate status post outreach.
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---
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34
commands/create-stories.md
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34
commands/create-stories.md
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---
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name: create-stories
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description: Produces advocacy content briefs, interview scripts, and distribution plans.
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usage: /customer-advocacy-orchestration:create-stories --persona "CIO" --format "case-study" --count 3
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---
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# Command: create-stories
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## Inputs
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- **persona** – primary audience for the story.
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- **format** – case-study | video | webinar | blog | social.
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- **count** – number of stories or assets to produce.
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- **customers** – optional list of advocate IDs to focus on.
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- **channels** – optional distribution channels.
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## Workflow
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1. **Brief Assembly** – fetch advocate insights, product data, KPIs, and compliance notes.
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2. **Narrative Framework** – outline hero, challenge, solution, outcomes, and supporting proof.
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3. **Interview Kit** – generate question sets, scheduling plan, and consent requirements.
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4. **Production Plan** – define tasks for writing, design, video, localization, and approvals.
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5. **Distribution Checklist** – map assets to enablement hubs, campaigns, and launch timelines.
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## Outputs
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- Story brief + outline with key messages and proof.
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- Interview script and logistics checklist.
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- Production tracker with owners, status, and due dates.
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- Distribution plan tied to marketing channels and KPIs.
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## Agent/Skill Invocations
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- `story-producer` – leads interview + production tasks.
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- `storytelling` skill – provides narrative framework and templates.
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- `reference-manager` – coordinates advocate communications.
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---
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33
commands/identify-advocates.md
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33
commands/identify-advocates.md
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---
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name: identify-advocates
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description: Scores customers for advocacy readiness and produces outreach roster.
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usage: /customer-advocacy-orchestration:identify-advocates --goal "enterprise references" --segments "healthcare,finance" --limit 20
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---
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# Command: identify-advocates
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## Inputs
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- **goal** – advocacy need (references, case studies, speakers, advisory board).
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- **segments** – optional list of industries, regions, or tiers to prioritize.
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- **limit** – max number of candidates to surface.
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- **exclusions** – optional filters (active escalations, NDA restrictions).
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- **signals** – optional metrics to emphasize (product usage, NPS, expansion, community activity).
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## Workflow
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1. **Data Aggregation** – pull health scores, usage telemetry, NPS/CSAT, deal history, and community participation.
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2. **Scoring Model** – apply readiness model (value delivered × relationship strength × risk factors).
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3. **Opportunity Tagging** – classify advocates by potential program (reference call, webinar, story, council).
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4. **Consent & Risk Review** – check existing permissions, legal constraints, and account escalations.
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5. **Output Packaging** – generate roster with recommended outreach scripts and owners.
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## Outputs
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- Candidate list with score, fit notes, and suggested asks.
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- Consent/compliance status per account.
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- Outreach plan (owner, channel, timing) tied to CRM tasks.
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## Agent/Skill Invocations
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- `advocacy-strategist` – validates scoring and prioritization.
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- `advocate-sourcing` skill – provides scoring framework + data templates.
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- `reference-manager` – receives high-priority reference opportunities.
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---
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34
commands/report-advocacy.md
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34
commands/report-advocacy.md
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||||
---
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||||
name: report-advocacy
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description: Summarizes advocacy program performance, asset pipeline, and reference coverage.
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usage: /customer-advocacy-orchestration:report-advocacy --window 30d --detail full --audience exec
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---
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# Command: report-advocacy
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## Inputs
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- **window** – reporting range (30d, quarter, custom dates).
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- **detail** – summary | full.
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- **audience** – exec | sales | product | marketing for tailored narrative.
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- **dimensions** – optional breakdown (region, product, persona, program type).
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- **include_pipeline** – boolean to attach influenced pipeline metrics.
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## Workflow
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1. **Data Refresh** – pull CRM reference usage, content downloads, NPS trends, and advocacy program statuses.
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2. **Coverage Analysis** – inspect reference coverage by persona/region/stage and identify gaps.
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3. **Content Pipeline Review** – summarize case studies, videos, webinars in production with stage gates.
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4. **Impact Attribution** – quantify influence on pipeline/revenue, deal velocity, and retention.
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5. **Action Recommendations** – propose new candidates, content refreshes, or enablement updates.
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## Outputs
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- Advocacy dashboard snapshot with KPIs and coverage heatmap.
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- Executive-ready summary deck or memo with highlights/risks.
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- Follow-up task list (owner, due date, priority) for next cycle.
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## Agent/Skill Invocations
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- `story-producer` – updates content pipeline status.
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- `reference-manager` – supplies utilization + fatigue insights.
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- `reference-ops` skill – ensures data quality and logging.
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- `storytelling` skill – formats narrative for chosen audience.
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---
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81
plugin.lock.json
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81
plugin.lock.json
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{
|
||||
"$schema": "internal://schemas/plugin.lock.v1.json",
|
||||
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|
||||
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|
||||
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|
||||
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"files": [
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||||
30
skills/advocate-sourcing/SKILL.md
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30
skills/advocate-sourcing/SKILL.md
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|
||||
---
|
||||
name: advocate-sourcing
|
||||
description: Use to identify, score, and prioritize customer advocates for programs.
|
||||
---
|
||||
|
||||
# Advocate Sourcing Skill
|
||||
|
||||
## When to Use
|
||||
- Building reference pools, speaker rosters, or customer advisory councils.
|
||||
- Auditing advocacy coverage by region, persona, or product.
|
||||
- Refreshing advocate tiers after product launches or org changes.
|
||||
|
||||
## Framework
|
||||
1. **Signal Collection** – product usage, NPS, expansion, support interactions, community engagement.
|
||||
2. **Scoring Model** – weight value delivered, relationship strength, storytelling potential, and risk.
|
||||
3. **Tiering** – classify advocates into spotlight, reference-ready, nurture, and do-not-contact.
|
||||
4. **Consent & Compliance** – track legal approvals, NDAs, and data sharing requirements.
|
||||
5. **Backlog Management** – log asks, upcoming opportunities, and fatigue limits.
|
||||
|
||||
## Templates
|
||||
- Advocate roster spreadsheet with scoring columns and program tags.
|
||||
- Coverage heatmap by persona/region.
|
||||
- Outreach tracker (advocate → ask → owner → status).
|
||||
|
||||
## Tips
|
||||
- Partner with CS to capture qualitative context before outreach.
|
||||
- Rotate advocates to avoid burnout and capture fresh stories.
|
||||
- Keep consent status synced with CRM/legal systems.
|
||||
|
||||
---
|
||||
30
skills/reference-ops/SKILL.md
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30
skills/reference-ops/SKILL.md
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|
||||
---
|
||||
name: reference-ops
|
||||
description: Use to manage workflows, compliance, and measurement for customer references.
|
||||
---
|
||||
|
||||
# Reference Operations Skill
|
||||
|
||||
## When to Use
|
||||
- Running reference matching, scheduling, and follow-up processes.
|
||||
- Auditing reference utilization, fatigue, and consent records.
|
||||
- Reporting on advocacy impact for sales leadership.
|
||||
|
||||
## Framework
|
||||
1. **Request Intake** – standardize forms, qualification criteria, and SLA expectations per deal stage.
|
||||
2. **Matching Logic** – map requests to advocates by persona, industry, use case, language, and availability.
|
||||
3. **Logistics & Compliance** – schedule calls, provide briefing docs, capture approvals, and log NDAs.
|
||||
4. **Post-call Workflow** – collect feedback from both parties, update CRM entries, and issue rewards.
|
||||
5. **Analytics & Governance** – monitor utilization, fatigue thresholds, and gaps by segment.
|
||||
|
||||
## Templates
|
||||
- Reference request form template.
|
||||
- Matching matrix (request attributes → advocate tags).
|
||||
- Follow-up checklist and feedback survey.
|
||||
|
||||
## Tips
|
||||
- Integrate with CRM to auto-create tasks and close the loop with reps.
|
||||
- Flag overused advocates and rotate in new voices regularly.
|
||||
- Share monthly scorecards with GTM teams to highlight wins and needs.
|
||||
|
||||
---
|
||||
31
skills/storytelling/SKILL.md
Normal file
31
skills/storytelling/SKILL.md
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@@ -0,0 +1,31 @@
|
||||
---
|
||||
name: storytelling
|
||||
description: Use to craft compelling narratives and assets from customer advocacy
|
||||
programs.
|
||||
---
|
||||
|
||||
# Advocacy Storytelling Skill
|
||||
|
||||
## When to Use
|
||||
- Producing case studies, videos, webinars, or social proof assets.
|
||||
- Training PMM, CS, or agencies on customer narrative structure.
|
||||
- Auditing existing stories for consistency and freshness.
|
||||
|
||||
## Framework
|
||||
1. **Hero Definition** – capture persona, industry, and stakes to establish relevance.
|
||||
2. **Challenge & Stakes** – quantify pain points and consequences of inaction.
|
||||
3. **Solution Narrative** – highlight product capabilities, implementation journey, and partner collaboration.
|
||||
4. **Outcomes & Proof** – provide metrics, quotes, and qualitative wins.
|
||||
5. **Call-to-Action** – tailor next steps for target audience (demo, trial, community join).
|
||||
|
||||
## Templates
|
||||
- Story outline (hero, challenge, solution, outcomes, CTA).
|
||||
- Quote library sheet with metadata and approvals.
|
||||
- Multi-format checklist (PDF, blog, video, social snippets) with owners.
|
||||
|
||||
## Tips
|
||||
- Capture B-roll or extra quotes for future reuse.
|
||||
- Align tone with persona; execs prefer strategic outcomes while practitioners need tactical details.
|
||||
- Pair with `create-stories` command to keep assets and distribution in sync.
|
||||
|
||||
---
|
||||
Reference in New Issue
Block a user