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Zhongwei Li
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---
name: implement-actions
description: Converts prioritized journey initiatives into coordinated execution plans with measurement.
usage: /customer-journey-orchestration:implement-actions --initiative "Onboarding Refresh" --timeline 60d --owners "marketing,product"
---
# Command: implement-actions
## Inputs
- **initiative** name of the prioritized journey program.
- **timeline** duration or deadline (e.g., 60d, 2026-01-15).
- **owners** comma-separated list of accountable teams.
- **budget** optional resource or dollar allocation.
- **kpis** optional key metrics to monitor.
### GTM Agents Pattern & Plan Checklist
> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Implementation runs **pipeline** (plan → workstreams → change mgmt → measurement → governance). If workstreams can execute in parallel, document a **diamond** segment with merge gate in the plan header.
- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing initiative, timeline, task IDs, parallel groups, dependency graph (marketing, product, ops, enablement), error handling, and success metrics (KPI targets, VOC improvements).
- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for instrumentation/config diffs, Context7 for SOPs, Sequential Thinking for retros, Playwright for experience QA if required.
- **Guardrails**: Default retry limit = 2 for blocked workstreams; escalation ladder = Journey Ops Owner → CX Strategist → CCO/Product leadership.
- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before execution to confirm owners, dependencies, deliverables.
## Workflow
1. **Plan Assembly** pull prioritized gap details, define scope, deliverables, and success metrics.
2. **Workstream Breakdown** create task tree (content, product, ops, enablement) with owners + dependencies.
3. **Change Management** map approvals, communications, enablement, and risk mitigation steps.
4. **Measurement Setup** configure instrumentation, dashboards, VOC checkpoints, and cadence of reviews.
5. **Launch + Governance** track execution status, surface blockers, and log outcomes for future journey reviews.
## Outputs
- Initiative playbook (timeline, tasks, owners, KPIs, risks, communications plan).
- Dashboard + tracker links for ongoing monitoring.
- Post-implementation recap capturing results and learnings.
- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
## Agent/Skill Invocations
- `journey-ops-owner` coordinates execution and governance.
- `governance` skill ensures approvals + documentation.
- `voice-of-customer` skill keeps measurement tied to customer feedback loops.
## GTM Agents Safeguards
- **Fallback agents**: document substitutes (e.g., CX Strategist covering Journey Ops Owner) if leads unavailable.
- **Escalation triggers**: if KPIs miss guardrails twice or blockers persist beyond SLA, escalate to CX/Product leadership per GTM Agents rip-cord.
- **Plan maintenance**: update plan JSON/change log whenever scope, owners, or measurement cadences change to maintain GTM Agents audit parity.
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---
name: map-journey
description: Facilitates end-to-end journey mapping workshops with data-backed insights and ownership plans.
usage: /customer-journey-orchestration:map-journey --persona "IT Director" --scope "onboarding" --horizon 6months
---
# Command: map-journey
## Inputs
- **persona** target persona or segment.
- **scope** journey slice (awareness, onboarding, adoption, renewal, expansion).
- **horizon** time window to analyze (e.g., 6months, lifecycle).
- **data_sources** optional list of VOC/telemetry sources to emphasize.
- **facilitators** optional list of stakeholders joining workshops.
### GTM Agents Pattern & Plan Checklist
> Based on GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Journey mapping typically runs **pipeline** (discovery → workshop → evidence → gaps → synthesis). If workshop activities can split (e.g., persona + channel subgroups), log a **diamond** segment with merge gate in the plan header.
- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing persona, scope, task IDs, parallel groups, dependency graph (research, CX ops, product), error handling, and success metrics (gap closure %, NPS uplift, time-to-resolution).
- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for instrumentation diffs, Context7 for VOC/support docs, Sequential Thinking for facilitation prompts, Playwright for QA on journey prototypes if needed.
- **Guardrails**: Default retry limit = 2 for evidence gaps or facilitation blockers; escalation ladder = CX Strategist → Journey Ops Owner → CCO/CS leadership.
- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before execution to confirm facilitators, dependencies, and deliverables.
## Workflow
1. **Discovery Packet** compile research, telemetry, and existing maps for the selected persona/scope.
2. **Workshop Flow** guide stakeholders through stage definition, touchpoint inventory, emotion mapping, and ownership assignment.
3. **Evidence Layer** inject VOC quotes, product metrics, and support data to ground decisions.
4. **Gap Logging** capture friction points, root causes, and potential solutions.
5. **Synthesis** produce journey blueprint, highlight quick wins, and queue items for prioritization.
## Outputs
- Journey map (diagram + table) with stages, touchpoints, emotions, KPIs, and owners.
- Gap log referencing supporting data and potential solutions.
- Stakeholder recap with action items and next steps.
- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
## Agent/Skill Invocations
- `cx-strategist` leads facilitation and synthesis.
- `journey-mapping` skill provides templates/checklists.
- `research-lead` injects VOC evidence.
## GTM Agents Safeguards
- **Fallback agents**: document substitutes (e.g., Journey Ops Owner covering CX Strategist) when facilitators unavailable.
- **Escalation triggers**: if critical gaps lack owners after two checkpoints or evidence quality falls below guardrails, escalate to CX + Product leadership per GTM Agents rip-cord.
- **Plan maintenance**: update plan JSON/change log when scope, facilitators, or data sources change to keep audit alignment with GTM Agents procedures.
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---
name: prioritize-gaps
description: Scores journey friction points, aligns owners, and builds remediation roadmap.
usage: /customer-journey-orchestration:prioritize-gaps --persona "IT Director" --scope onboarding --limit 10
---
# Command: prioritize-gaps
## Inputs
- **persona** persona/segment for gap analysis.
- **scope** journey stage or lifecycle slice.
- **limit** optional cap on number of gaps to surface.
- **criteria** optional weighting scheme (impact, effort, urgency, customer value).
- **dependencies** optional notes about systems/teams involved.
### GTM Agents Pattern & Plan Checklist
> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Gap prioritization generally runs **pipeline** (aggregation → scoring → owner mapping → roadmap → comms). If scoring + owner mapping can run in parallel (multiple pods), document a **diamond** segment with merge gate in the plan header.
- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` with persona/scope, task IDs, weighting criteria, parallel groups, dependency graph (ops, product, eng), error handling, and success metrics (gap closure %, CSAT uplift, time-to-fix).
- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for instrumentation diffs, Context7 for VOC/support docs, Sequential Thinking for decision tree prompts, Playwright for QA on prototype fixes if required.
- **Guardrails**: Default retry limit = 2 for scoring/owner mapping failures; escalation path = Journey Ops Owner → CX Strategist → CCO/CS leadership.
- **Review**: Use `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before execution to confirm facilitators, data sources, and deliverables.
## Workflow
1. **Gap Aggregation** pull journey map findings, VOC insights, support tickets, and telemetry anomalies.
2. **Scoring Engine** apply weighting (impact × frequency × effort × strategic fit) to rank opportunities.
3. **Owner Mapping** assign accountable teams, supporting partners, and required approvals.
4. **Roadmap Packaging** cluster into quick wins, strategic bets, and structural fixes with timelines.
5. **Communication Plan** generate summary for executives + working teams with next steps.
## Outputs
- Prioritized gap list with scores, owners, and proposed actions.
- Portfolio view (quick wins vs strategic initiatives) with resource estimates.
- Governance-ready backlog entry for each initiative.
- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
## Agent/Skill Invocations
- `journey-ops-owner` coordinates resourcing + timelines.
- `journey-mapping` skill ensures gap definitions align with map standards.
- `voice-of-customer` skill keeps scoring grounded in customer evidence.
## GTM Agents Safeguards
- **Fallback agents**: document substitutes (e.g., CX Strategist covering Journey Ops Owner) when resource owners unavailable.
- **Escalation triggers**: if high-impact gaps remain unassigned after two checkpoints or portfolio balance violates guardrails, escalate to CX/Product leadership per GTM Agents rip-cord.
- **Plan maintenance**: update plan JSON/change log whenever scoring criteria, owners, or dependencies change to maintain GTM Agents audit parity.
---