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{
"name": "customer-analytics",
"description": "Customer segmentation, retention analytics, and insight synthesis",
"version": "1.0.0",
"author": {
"name": "GTM Agents",
"email": "opensource@intentgpt.ai"
},
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"./skills/segmentation-framework/SKILL.md",
"./skills/activation-map/SKILL.md",
"./skills/retention-dashboard/SKILL.md",
"./skills/save-play-library/SKILL.md"
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"./agents/segmentation-architect.md",
"./agents/retention-analyst.md",
"./agents/customer-insights-partner.md"
],
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"./commands/segment-customers.md",
"./commands/monitor-retention.md",
"./commands/synthesize-insights.md"
]
}

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README.md Normal file
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# customer-analytics
Customer segmentation, retention analytics, and insight synthesis

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---
name: customer-insights-partner
description: Synthesizes qualitative research, feedback, and community signals into
product + GTM insights.
model: haiku
---
# Customer Insights Partner Agent
## Responsibilities
- Run customer interviews, surveys, and community listening programs.
- Translate qualitative insights into opportunity areas for product, marketing, and CS.
- Maintain insight repositories, tagging schemes, and distribution cadences.
- Coordinate with analytics teams to triangulate qualitative and quantitative findings.
## Workflow
1. **Hypothesis Alignment** capture focus questions from GTM/product stakeholders.
2. **Research Execution** schedule interviews, design surveys, analyze community channels.
3. **Insight Synthesis** cluster findings, extract themes, and quantify prevalence.
4. **Storytelling** build decks, briefs, and enablement snippets with recommended actions.
5. **Feedback Loop** track adoption of insights and measure downstream impact.
## Outputs
- Insight digest with themes, quotes, and recommended actions.
- Research repository entries with tags + links.
- Quarterly state-of-customer report.
---

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---
name: retention-analyst
description: Monitors churn signals, usage cohorts, and retention KPIs to inform GTM actions.
model: haiku
---
# Retention Analyst Agent
## Responsibilities
- Maintain retention dashboards segmented by product, persona, and plan.
- Identify leading indicators of churn/expansion from usage, support, and sentiment data.
- Partner with CS and lifecycle marketing to trigger save plays.
- Provide executive-ready summaries for monthly retention reviews.
## Workflow
1. **Data Refresh** ingest product telemetry, NPS/CSAT, ticket volume, and pipeline data.
2. **Cohort Analysis** evaluate retention curves by segment, feature adoption, and channel.
3. **Signal Detection** flag risk cohorts, highlight positive trends, and quantify impact.
4. **Recommendation Mapping** align segments to save plays, nurture tracks, or expansion paths.
5. **Reporting** publish dashboards + memos with KPIs, root causes, and next steps.
## Outputs
- Retention dashboard (DAU/WAU, churn %, expansion) by cohort.
- Signal brief highlighting at-risk or high-potential segments.
- Action tracker for lifecycle + CS owners.
---

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---
name: segmentation-architect
description: Builds customer segmentations, personas, and scoring models for GTM teams.
model: haiku
---
# Segmentation Architect Agent
## Responsibilities
- Analyze behavioral, firmographic, and product usage data to build actionable segments.
- Partner with PMM, sales, and CS to align segments with go-to-market plays and success motions.
- Maintain segmentation models, scoring logic, and refresh cadence.
- Publish documentation, dashboards, and training to drive adoption.
## Workflow
1. **Data Intake** gather customer profiles, product usage, support history, and opportunity data.
2. **Segmentation Design** evaluate clustering, rules-based, or scoring approaches per objective.
3. **Model Validation** test lift vs KPIs (conversion, retention, expansion) and sanity-check sample accounts.
4. **Packaging** produce segment definitions, persona cards, and data pull instructions.
5. **Enablement** host readouts, gather feedback, and schedule updates.
## Outputs
- Segmentation guide with definitions, criteria, and sample accounts.
- Scoring workbook/API config for RevOps/data teams.
- Adoption tracking dashboard with KPIs.
---

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---
name: monitor-retention
description: Builds retention dashboards, signal briefs, and recommended save plays per cohort.
usage: /customer-analytics:monitor-retention --window quarter --grouping "plan,persona" --include-expansion true
---
# Command: monitor-retention
## Inputs
- **window** analysis window (month, quarter, rolling-90d).
- **grouping** comma-separated dimensions (plan, persona, region, product, acquisition-channel).
- **include-expansion** true/false to show upsell impact alongside churn.
- **signals** optional list of metrics to emphasize (usage, support, sentiment, billing).
- **format** dashboard | deck | brief.
## Workflow
1. **Data Refresh** query billing, product telemetry, support, survey, and pipeline sources.
2. **Cohort Calculations** compute retention, churn, expansion, and health indexes per grouping.
3. **Signal Detection** surface top risk/improvement cohorts with quantified impact.
4. **Play Recommendations** map cohorts to lifecycle or CS save plays with owners.
5. **Packaging** produce dashboards/decks plus action trackers for leadership reviews.
## Outputs
- Retention dashboard with drillable cohorts.
- Signal brief highlighting risks/opportunities + recommended plays.
- Action tracker with owners, due dates, and success metrics.
## Agent/Skill Invocations
- `retention-analyst` leads analytics + insights.
- `segmentation-architect` ensures segment definitions align.
- `customer-insights-partner` adds qualitative proof.
- `retention-dashboard` skill provides visualization templates.
- `save-play-library` skill links insights to remediation programs.
---

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---
name: segment-customers
description: Generates customer segmentation models, scoring logic, and activation briefs.
usage: /customer-analytics:segment-customers --goal "upsell" --inputs usage,firmographic --method hybrid --segments 5
---
# Command: segment-customers
## Inputs
- **goal** business goal (upsell, retention, adoption, marketing efficiency).
- **inputs** comma-separated data sources (usage, firmographic, revenue, support, survey).
- **method** rules | clustering | hybrid.
- **segments** target number of segments/personas to output.
- **activation** optional channel focus (sales, cs, marketing, product).
## Workflow
1. **Data Profiling** evaluate selected inputs, quality, and coverage.
2. **Segmentation Design** run clustering/heuristics, score stability, and interpretability.
3. **Scoring Logic** define rules/weights for RevOps/data teams to implement.
4. **Persona Packaging** craft segment personas with value props, risks, and KPIs.
5. **Activation Plan** map segments to GTM plays, reporting, and refresh cadence.
## Outputs
- Segmentation matrix (definition, criteria, size, key metrics).
- Scoring workbook/API spec with weights and thresholds.
- Activation brief aligning segments to plays/channels.
## Agent/Skill Invocations
- `segmentation-architect` leads modeling + documentation.
- `retention-analyst` supplies usage/retention signals.
- `customer-insights-partner` injects qualitative proof.
- `segmentation-framework` skill provides templates + guardrails.
- `activation-map` skill links segments to GTM workflows.
---

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---
name: synthesize-insights
description: Consolidates qualitative + quantitative customer signals into executive-ready briefs.
usage: /customer-analytics:synthesize-insights --theme "onboarding" --sources "interviews,surveys,community" --audience "product,marketing"
---
# Command: synthesize-insights
## Inputs
- **theme** focus topic (onboarding, adoption, support, expansion, churn).
- **sources** comma-separated inputs (interviews, surveys, community, NPS, usage).
- **audience** target stakeholders (product, marketing, sales, cs, exec).
- **urgency** normal | rush to tailor scope.
- **format** deck | memo | digest.
## Workflow
1. **Signal Collection** gather requested data + qualitative notes; dedupe/resample as needed.
2. **Coding & Tagging** cluster observations into themes, sentiments, and impact level.
3. **Quantification** add metrics per theme (occurrence, ARR impacted, retention delta).
4. **Recommendation Layer** map insights to actions, owners, and next experiment ideas.
5. **Packaging & Distribution** produce deck/memo/digest plus repository updates.
## Outputs
- Insight brief with themes, quotes, metrics, and action items.
- Repository updates with tags + links.
- Follow-up tracker for product/GTM owners.
## Agent/Skill Invocations
- `customer-insights-partner` leads research synthesis.
- `segmentation-architect` contextualizes insights by segment.
- `retention-analyst` quantifies impact on retention metrics.
- `insight-repository` skill maintains tagging + historical logs.
- `activation-map` skill links insights to GTM actions.
---

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---
name: activation-map
description: Use to link segments and insights to GTM plays, owners, and measurement
plans.
---
# Activation Map Skill
## When to Use
- After defining new customer segments or insights that require action.
- Aligning marketing, sales, CS, and product teams on who owns what.
- Tracking adoption and performance of segment-driven campaigns.
## Framework
1. **Segment/Insight Summary** describe target segments, size, and business goal.
2. **Play Mapping** list recommended plays (campaign, nurture, CS program, product change) with owners.
3. **Channel & Asset Needs** specify content, tooling, and integrations required.
4. **Measurement** define KPIs, dashboards, and review cadence.
5. **Feedback Loop** gather learnings, update plays, and inform next iteration.
## Templates
- Activation matrix (segment, play, owner, timing, KPI).
- Brief template for play owners.
- Scorecard format for exec reviews.
## Tips
- Keep owners accountable by including due dates and status fields.
- Tie KPIs back to the original segmentation goal for clarity.
- Pair with `segmentation-framework` updates to maintain alignment.
---

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---
name: retention-dashboard
description: Use to visualize churn, expansion, and health metrics across cohorts.
---
# Retention Dashboard Toolkit Skill
## When to Use
- Automating retention reviews for CS, lifecycle marketing, or execs.
- Tracking pilot outcomes for adoption/save plays.
- Providing drillable dashboards to segment owners.
## Framework
1. **Metric Definitions** ARR retention, logo retention, expansion %, health scores.
2. **Cohort Dimensions** plan, persona, region, industry, product, acquisition channel.
3. **Visualization Layout** summary tiles, cohort heatmaps, waterfall, signal callouts.
4. **Alerting Layer** thresholds for Slack/email alerts when metrics breach targets.
5. **Annotation Workflow** capture commentary, actions, and follow-up owners.
## Templates
- BI dashboard spec (metrics, dimensions, filters, refresh cadence).
- Weekly retention digest format.
- Alert template with context + call to action.
## Tips
- Normalize metrics (e.g., ARR, accounts, seats) to avoid confusion.
- Tie charts to plays so stakeholders know what to do next.
- Pair with `activation-map` to log actions triggered by signals.
---

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---
name: save-play-library
description: Use to catalog churn/expansion plays tied to specific signals, cohorts,
and owners.
---
# Save Play Library Skill
## When to Use
- Translating retention signals into specific remediation actions.
- Coordinating lifecycle marketing and CS teams on who does what.
- Measuring effectiveness of save plays over time.
## Framework
1. **Signal Definition** map triggers (drop in usage, support surge, NPS drop) to play categories.
2. **Play Blueprint** outline objective, audience, messaging, channels, and required assets.
3. **Owner Matrix** assign owners (CSM, lifecycle marketer, exec sponsor) with SLAs.
4. **Measurement Plan** specify KPIs, experiment windows, and success criteria.
5. **Feedback Loop** capture results, learnings, and iterate on play details.
## Templates
- Play card (trigger, action steps, assets, KPI, owner).
- Experiment tracker with control/test cohorts.
- Post-play retrospective form.
## Tips
- Keep plays modular so they can stack (email + exec outreach + offer).
- Include links to enablement assets for quick execution.
- Pair with `retention-dashboard` to trigger plays automatically when thresholds trip.
---

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---
name: segmentation-framework
description: Use to design and document customer segments with clear criteria, metrics,
and governance.
---
# Segmentation Framework Skill
## When to Use
- Building or refreshing customer personas for marketing, sales, or product usage.
- Aligning RevOps/data teams on scoring logic.
- Preparing documentation for GTM activation or reporting.
## Framework
1. **Objective & KPIs** clarify why segmentation is needed and how it will be measured.
2. **Data Inputs** list sources (firmographic, technographic, usage, revenue, intent) and required freshness.
3. **Segmentation Logic** outline rules/cluster definitions, decision trees, and scoring weights.
4. **Validation Checklist** sample accounts, lift vs KPIs, stakeholder review.
5. **Governance** refresh cadence, change management process, and owner roster.
## Templates
- Segmentation spec (definition, logic, KPIs, owner).
- Scoring weight table + calculator.
- Adoption tracker + feedback log.
## Tips
- Start with simple rules before layering complex clustering.
- Document exclusions and fallback logic for incomplete data.
- Pair with `activation-map` to ensure each segment has downstream plays.
---