3.3 KiB
3.3 KiB
name, description, usage
| name | description | usage |
|---|---|---|
| run-survey | Launches customer surveys with sampling plans, question sets, and automation hooks. | /customer-feedback-orchestration:run-survey --audience "admins" --goal adoption --channels "email,in-app" --deadline 2025-12-15 |
Command: run-survey
Inputs
- audience – persona or segment target (admins, champions, exec sponsors).
- goal – objective (adoption, roadmap validation, satisfaction, messaging test).
- channels – comma-separated distribution methods (email, in-app, community, CS-led).
- deadline – fielding end date or fixed duration.
- incentive – optional reward description or budget.
- sample_size – desired number of responses (numeric).
GTM Agents Pattern & Plan Checklist
Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- Pattern selection: Survey orchestration typically runs pipeline (brief → question design → sampling → monitoring → handoff). If question design + sampling prep run in parallel, note a diamond block with merge gate in the plan header.
- Plan schema: Save
.claude/plans/plan-<timestamp>.jsoncapturing audience, goals, sampling logic, dependency graph (legal, CS, research ops), error handling, and success metrics (response rate, completion %, demographic balance). - Tool hooks: Reference
docs/gtm-essentials.mdstack—Serena for MAP automation diffs, Context7 for research SOPs + historic surveys, Sequential Thinking for pre/post-readouts, Playwright for survey QA. - Guardrails: Default retry limit = 2 for distribution/QA failures; escalation ladder = Research Lead → Customer Marketing → Exec sponsor.
- Review: Run
docs/usage-guide.md#orchestration-best-practices-puerto-paritybefore launch to confirm dependencies, approvals, deliverables.
Workflow
- Brief Assembly – capture goals, personas, hypotheses, and stakeholder approvals.
- Question Design – generate question bank with logic, scales, and branching recommendations.
- Sampling & Distribution – build target lists, dedupe suppression lists, schedule sends.
- Monitoring – track response rates, data quality, and audience balance; trigger boosts if needed.
- Handoff – package clean dataset + metadata for
synthesize-feedbackcommand.
Outputs
- Survey plan (audience, sample, channels, incentive, timeline).
- Question set with logic map and translation/localization notes.
- Distribution checklist + automation steps for MAP/CS tooling.
- Plan JSON entry stored/updated in
.claude/plansfor audit trail.
Agent/Skill Invocations
research-lead– validates methodology and question quality.cs-analyst– ensures sampling + data integrity.survey-designskill – provides templates and guardrails.stakeholder-opsskill – outlines approvals + comms.
GTM Agents Safeguards
- Fallback agents: document substitutes (e.g., CS Analyst covering Research Lead) when leads unavailable.
- Escalation triggers: if response rate misses guardrail twice or sampling bias detected, escalate via GTM Agents rip-cord and log corrective actions in plan JSON.
- Plan maintenance: update plan JSON/change log when audiences, question sets, or tooling stacks change to preserve audit parity.