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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>.json capturing 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.md stack—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-parity before launch to confirm dependencies, approvals, deliverables.

Workflow

  1. Brief Assembly capture goals, personas, hypotheses, and stakeholder approvals.
  2. Question Design generate question bank with logic, scales, and branching recommendations.
  3. Sampling & Distribution build target lists, dedupe suppression lists, schedule sends.
  4. Monitoring track response rates, data quality, and audience balance; trigger boosts if needed.
  5. Handoff package clean dataset + metadata for synthesize-feedback command.

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/plans for audit trail.

Agent/Skill Invocations

  • research-lead validates methodology and question quality.
  • cs-analyst ensures sampling + data integrity.
  • survey-design skill provides templates and guardrails.
  • stakeholder-ops skill 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.