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Zhongwei Li
2025-11-29 18:30:09 +08:00
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name: advocate-sourcing
description: Use to identify, score, and prioritize customer advocates for programs.
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# 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.
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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.
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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.
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