50 lines
3.2 KiB
Markdown
50 lines
3.2 KiB
Markdown
---
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name: synthesize-feedback
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description: Consolidates quantitative and qualitative signals into prioritized themes with opportunity sizing.
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usage: /customer-feedback-orchestration:synthesize-feedback --window 60d --personas "admins,execs" --detail workshop
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---
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# Command: synthesize-feedback
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## Inputs
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- **window** – analysis horizon (30d, 60d, quarter) pulling data from surveys, support, usage, community.
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- **personas** – optional filter for personas or segments to highlight.
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- **detail** – summary | workshop controls depth of deliverables.
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- **include-voice** – true/false to embed verbatim quotes.
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- **impact-lens** – arr | adoption | satisfaction to drive prioritization lens.
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### GTM Agents Pattern & Plan Checklist
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> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
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- **Pattern selection**: Feedback synthesis typically runs **pipeline** (aggregation → tagging → impact modeling → opportunity framing → narrative). If tagging + modeling can run in parallel, record a **diamond** block with merge gate in the plan header.
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- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing window, data feeds, dependency graph (CS, product, research, analytics), error handling, and success metrics (theme confidence, coverage %, time-to-synthesize).
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- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for taxonomy updates, Context7 for historic studies, Sequential Thinking for workshop prep, Playwright for dashboard QA when embedding outputs.
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- **Guardrails**: Default retry limit = 2 for data pulls/tagging jobs; escalation ladder = Research Lead → CX Leadership → Exec sponsor.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before workshops to confirm dependencies + deliverables.
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## Workflow
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1. **Data Aggregation** – collect structured/unstructured feedback from connected systems.
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2. **Tagging & Clustering** – apply taxonomy, detect emerging topics, score severity + frequency.
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3. **Impact Modeling** – quantify ARR, usage, or sentiment impact with supporting metrics.
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4. **Opportunity Framing** – craft problem statements, desired outcomes, and proposed motions.
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5. **Narrative Packaging** – produce decks/notes for PM, CS, marketing, and exec consumption.
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## Outputs
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- Theme matrix with impact, personas, confidence, and owner recommendations.
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- Quote bank + evidence appendix tied to each theme.
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- Action backlog seeds for `route-insights` command.
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- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
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## Agent/Skill Invocations
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- `cs-analyst` – leads data prep + scoring.
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- `research-lead` – ensures insights align with study goals.
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- `insight-synthesis` skill – provides framing templates and storytelling patterns.
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- `survey-design` skill – highlights methodology caveats.
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## GTM Agents Safeguards
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- **Fallback agents**: document substitutes (e.g., CS Analyst covering Research Lead) when leads unavailable.
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- **Escalation triggers**: if data completeness or confidence metrics miss thresholds twice, escalate via GTM Agents rip-cord and log remediation in plan JSON.
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- **Plan maintenance**: update plan JSON/change log when data sources, personas, or impact lenses change to preserve audit history.
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---
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