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Zhongwei Li
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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
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# 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
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# 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"
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# 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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