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{
"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"
]
}

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README.md Normal file
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# customer-advocacy-orchestration
Customer advocacy orchestration covering sourcing, activation, and storytelling

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---
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.
---

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---
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.
---

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agents/story-producer.md Normal file
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---
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.
---

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---
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.
---

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---
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.
---

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---
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.
---

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---
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.
---

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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.
---

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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.
---