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Zhongwei Li
2025-11-29 18:30:11 +08:00
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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.
---