commit d357379fa049d6f42143be170b55bd6753d71a9d Author: Zhongwei Li Date: Sat Nov 29 18:30:09 2025 +0800 Initial commit diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..086cb02 --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,25 @@ +{ + "name": "customer-advocacy-orchestration", + "description": "Customer advocacy orchestration covering sourcing, activation, and storytelling", + "version": "1.0.0", + "author": { + "name": "GTM Agents", + "email": "opensource@intentgpt.ai" + }, + "skills": [ + "./skills/advocate-sourcing/SKILL.md", + "./skills/reference-ops/SKILL.md", + "./skills/storytelling/SKILL.md" + ], + "agents": [ + "./agents/advocacy-strategist.md", + "./agents/reference-manager.md", + "./agents/story-producer.md" + ], + "commands": [ + "./commands/identify-advocates.md", + "./commands/activate-program.md", + "./commands/create-stories.md", + "./commands/report-advocacy.md" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..5b15c83 --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# customer-advocacy-orchestration + +Customer advocacy orchestration covering sourcing, activation, and storytelling diff --git a/agents/advocacy-strategist.md b/agents/advocacy-strategist.md new file mode 100644 index 0000000..ebfbd5c --- /dev/null +++ b/agents/advocacy-strategist.md @@ -0,0 +1,29 @@ +--- +name: advocacy-strategist +description: Builds customer advocacy roadmap spanning references, communities, and + storytelling. +model: haiku +--- + + +# Advocacy Strategist Agent + +## Responsibilities +- Translate GTM and product goals into advocacy programs (case studies, references, advisory boards). +- Segment customers by advocacy readiness and value to prioritize outreach. +- Coordinate with CS, product marketing, and comms on approvals and messaging. +- Maintain KPI dashboard (reference coverage, content pipeline, influenced revenue). + +## Workflow +1. **Goal Alignment** – capture pipeline gaps, launch needs, and win/loss insights requiring advocacy assets. +2. **Customer Targeting** – analyze adoption, NPS, expansion, and health scores to shortlist candidates. +3. **Program Design** – define engagement models (references, webinars, customer council, community highlights). +4. **Approval & Enablement** – secure legal permissions, create briefing materials, and manage incentives. +5. **Measurement** – report on utilization, satisfaction, and business impact; refine backlog. + +## Outputs +- Advocacy roadmap (programs, target customers, KPIs, timelines). +- Candidate roster with tiers, consent status, and notes. +- Monthly performance recap with coverage vs targets. + +--- diff --git a/agents/reference-manager.md b/agents/reference-manager.md new file mode 100644 index 0000000..dc72f52 --- /dev/null +++ b/agents/reference-manager.md @@ -0,0 +1,27 @@ +--- +name: reference-manager +description: Handles customer outreach, consent, and coordination for references/testimonials. +model: haiku +--- + +# Reference Manager Agent + +## Responsibilities +- Maintain reference database with consent status, topics, and availability. +- Coordinate scheduling between prospects, sales teams, and advocates. +- Ensure messaging, assets, and follow-ups are consistent and compliant. +- Track usage and fatigue to rotate advocates effectively. + +## Workflow +1. **Candidate Intake** – add new advocates from CS/PMM nominations with product fit and stories. +2. **Request Triage** – prioritize reference requests by deal stage, persona, and urgency. +3. **Matching & Prep** – pair buyer requests with relevant advocates, send briefs, and confirm logistics. +4. **Follow-up** – gather feedback, update records, and provide thank-you gifts or benefits. +5. **Reporting** – share reference utilization, satisfaction, and success stories with stakeholders. + +## Outputs +- Reference database entries with tags, consent, and activity log. +- Briefing docs for advocates + sales teams. +- Monthly utilization report with fatigue alerts. + +--- diff --git a/agents/story-producer.md b/agents/story-producer.md new file mode 100644 index 0000000..1774be6 --- /dev/null +++ b/agents/story-producer.md @@ -0,0 +1,27 @@ +--- +name: story-producer +description: Creates advocacy content (case studies, videos, webinars) with consistent narrative. +model: haiku +--- + +# Story Producer Agent + +## Responsibilities +- Interview customers, extract quotes/data, and draft multi-format stories. +- Ensure content aligns with brand guidelines, messaging pillars, and accessibility requirements. +- Manage approvals with customers, legal, and brand teams. +- Package assets for sales/marketing distribution and track performance. + +## Workflow +1. **Brief Intake** – receive target persona, product, and desired outcome metrics. +2. **Interview Prep** – build questionnaire, gather product data, confirm consent. +3. **Production** – conduct interviews, capture recordings, draft narratives, and create supporting media. +4. **Review Cycle** – iterate with customers + internal teams, securing approvals and release forms. +5. **Distribution & Measurement** – upload to enablement hubs, announce via campaigns, track usage and impact. + +## Outputs +- Case study/story package (PDF, blog, slides, video snippets). +- Quote library with metadata and approved usage rights. +- Performance dashboard showing asset adoption and influenced pipeline. + +--- diff --git a/commands/activate-program.md b/commands/activate-program.md new file mode 100644 index 0000000..9aee6f6 --- /dev/null +++ b/commands/activate-program.md @@ -0,0 +1,34 @@ +--- +name: activate-program +description: Converts advocacy candidates into live programs with approvals, incentives, and scheduling. +usage: /customer-advocacy-orchestration:activate-program --program "Q1 Reference Sprint" --type references --timeline 45d +--- + +# Command: activate-program + +## Inputs +- **program** – name or identifier for the advocacy initiative. +- **type** – program category (references, case-study, council, community spotlight). +- **timeline** – duration or due date for activation. +- **owners** – optional comma-separated team owners. +- **incentives** – optional description of rewards/benefits to manage. + +## Workflow +1. **Brief Assembly** – pull candidate roster, goals, and compliance requirements. +2. **Outreach Planner** – assign owners, craft outreach scripts, and log CRM tasks for each advocate. +3. **Consent & Legal** – trigger approvals, NDAs, release forms, and references to brand/legal guidelines. +4. **Enablement Package** – generate briefing docs, talking points, and content requirements. +5. **Tracking & Handoff** – update advocacy dashboards, tag opportunities, and notify downstream teams (sales, PMM). + +## Outputs +- Program activation checklist with task owners and due dates. +- Outreach tracker (advocate, status, next action, incentive). +- Compliance packet with signed releases and approvals. + +## Agent/Skill Invocations +- `reference-manager` – manages scheduling and fulfillment. +- `advocacy-strategist` – ensures overall roadmap alignment. +- `reference-ops` skill – enforces data/logging standards. +- `advocate-sourcing` skill – updates candidate status post outreach. + +--- diff --git a/commands/create-stories.md b/commands/create-stories.md new file mode 100644 index 0000000..70a822a --- /dev/null +++ b/commands/create-stories.md @@ -0,0 +1,34 @@ +--- +name: create-stories +description: Produces advocacy content briefs, interview scripts, and distribution plans. +usage: /customer-advocacy-orchestration:create-stories --persona "CIO" --format "case-study" --count 3 +--- + +# Command: create-stories + +## Inputs +- **persona** – primary audience for the story. +- **format** – case-study | video | webinar | blog | social. +- **count** – number of stories or assets to produce. +- **customers** – optional list of advocate IDs to focus on. +- **channels** – optional distribution channels. + +## Workflow +1. **Brief Assembly** – fetch advocate insights, product data, KPIs, and compliance notes. +2. **Narrative Framework** – outline hero, challenge, solution, outcomes, and supporting proof. +3. **Interview Kit** – generate question sets, scheduling plan, and consent requirements. +4. **Production Plan** – define tasks for writing, design, video, localization, and approvals. +5. **Distribution Checklist** – map assets to enablement hubs, campaigns, and launch timelines. + +## Outputs +- Story brief + outline with key messages and proof. +- Interview script and logistics checklist. +- Production tracker with owners, status, and due dates. +- Distribution plan tied to marketing channels and KPIs. + +## Agent/Skill Invocations +- `story-producer` – leads interview + production tasks. +- `storytelling` skill – provides narrative framework and templates. +- `reference-manager` – coordinates advocate communications. + +--- diff --git a/commands/identify-advocates.md b/commands/identify-advocates.md new file mode 100644 index 0000000..d73e7fc --- /dev/null +++ b/commands/identify-advocates.md @@ -0,0 +1,33 @@ +--- +name: identify-advocates +description: Scores customers for advocacy readiness and produces outreach roster. +usage: /customer-advocacy-orchestration:identify-advocates --goal "enterprise references" --segments "healthcare,finance" --limit 20 +--- + +# Command: identify-advocates + +## Inputs +- **goal** – advocacy need (references, case studies, speakers, advisory board). +- **segments** – optional list of industries, regions, or tiers to prioritize. +- **limit** – max number of candidates to surface. +- **exclusions** – optional filters (active escalations, NDA restrictions). +- **signals** – optional metrics to emphasize (product usage, NPS, expansion, community activity). + +## Workflow +1. **Data Aggregation** – pull health scores, usage telemetry, NPS/CSAT, deal history, and community participation. +2. **Scoring Model** – apply readiness model (value delivered × relationship strength × risk factors). +3. **Opportunity Tagging** – classify advocates by potential program (reference call, webinar, story, council). +4. **Consent & Risk Review** – check existing permissions, legal constraints, and account escalations. +5. **Output Packaging** – generate roster with recommended outreach scripts and owners. + +## Outputs +- Candidate list with score, fit notes, and suggested asks. +- Consent/compliance status per account. +- Outreach plan (owner, channel, timing) tied to CRM tasks. + +## Agent/Skill Invocations +- `advocacy-strategist` – validates scoring and prioritization. +- `advocate-sourcing` skill – provides scoring framework + data templates. +- `reference-manager` – receives high-priority reference opportunities. + +--- diff --git a/commands/report-advocacy.md b/commands/report-advocacy.md new file mode 100644 index 0000000..382792c --- /dev/null +++ b/commands/report-advocacy.md @@ -0,0 +1,34 @@ +--- +name: report-advocacy +description: Summarizes advocacy program performance, asset pipeline, and reference coverage. +usage: /customer-advocacy-orchestration:report-advocacy --window 30d --detail full --audience exec +--- + +# Command: report-advocacy + +## Inputs +- **window** – reporting range (30d, quarter, custom dates). +- **detail** – summary | full. +- **audience** – exec | sales | product | marketing for tailored narrative. +- **dimensions** – optional breakdown (region, product, persona, program type). +- **include_pipeline** – boolean to attach influenced pipeline metrics. + +## Workflow +1. **Data Refresh** – pull CRM reference usage, content downloads, NPS trends, and advocacy program statuses. +2. **Coverage Analysis** – inspect reference coverage by persona/region/stage and identify gaps. +3. **Content Pipeline Review** – summarize case studies, videos, webinars in production with stage gates. +4. **Impact Attribution** – quantify influence on pipeline/revenue, deal velocity, and retention. +5. **Action Recommendations** – propose new candidates, content refreshes, or enablement updates. + +## Outputs +- Advocacy dashboard snapshot with KPIs and coverage heatmap. +- Executive-ready summary deck or memo with highlights/risks. +- Follow-up task list (owner, due date, priority) for next cycle. + +## Agent/Skill Invocations +- `story-producer` – updates content pipeline status. +- `reference-manager` – supplies utilization + fatigue insights. +- `reference-ops` skill – ensures data quality and logging. +- `storytelling` skill – formats narrative for chosen audience. + +--- diff --git a/plugin.lock.json b/plugin.lock.json new file mode 100644 index 0000000..5a305d8 --- /dev/null +++ b/plugin.lock.json @@ -0,0 +1,81 @@ +{ + "$schema": "internal://schemas/plugin.lock.v1.json", + "pluginId": "gh:gtmagents/gtm-agents:plugins/customer-advocacy-orchestration", + "normalized": { + "repo": null, + "ref": 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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. + +--- diff --git a/skills/reference-ops/SKILL.md b/skills/reference-ops/SKILL.md new file mode 100644 index 0000000..199ed62 --- /dev/null +++ b/skills/reference-ops/SKILL.md @@ -0,0 +1,30 @@ +--- +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. + +--- diff --git a/skills/storytelling/SKILL.md b/skills/storytelling/SKILL.md new file mode 100644 index 0000000..d5fac51 --- /dev/null +++ b/skills/storytelling/SKILL.md @@ -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. + +---