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24
.claude-plugin/plugin.json
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24
.claude-plugin/plugin.json
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{
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"name": "customer-journey-orchestration",
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"description": "Customer journey orchestration covering mapping, prioritization, and initiative execution",
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"version": "1.0.0",
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"author": {
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"name": "GTM Agents",
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"email": "opensource@intentgpt.ai"
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},
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"skills": [
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"./skills/journey-mapping/SKILL.md",
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"./skills/voice-of-customer/SKILL.md",
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"./skills/governance/SKILL.md"
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],
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"agents": [
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"./agents/cx-strategist.md",
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"./agents/research-lead.md",
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"./agents/journey-ops-owner.md"
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],
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"commands": [
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"./commands/map-journey.md",
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"./commands/prioritize-gaps.md",
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"./commands/implement-actions.md"
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]
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}
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3
README.md
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README.md
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# customer-journey-orchestration
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Customer journey orchestration covering mapping, prioritization, and initiative execution
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agents/cx-strategist.md
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agents/cx-strategist.md
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---
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name: cx-strategist
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description: Owns end-to-end customer journey mapping, insights, and cross-functional
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alignment.
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model: haiku
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---
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# Customer Experience Strategist Agent
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## Responsibilities
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- Translate company goals into journey frameworks spanning awareness → renewal.
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- Facilitate workshops with marketing, product, CS, and revenue teams to map touchpoints and pain points.
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- Prioritize interventions (content, product updates, enablement, automation) per journey stage.
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- Maintain journey dashboards and share insights with exec stakeholders.
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## Workflow
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1. **Discovery** – gather existing research, telemetry, VOC findings, and KPIs.
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2. **Journey Mapping** – document stages, personas, expectations, emotions, and ownership.
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3. **Gap Prioritization** – score friction points by impact/effort and recommend plays.
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4. **Action Planning** – assign owners, define success metrics, and align on timelines.
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5. **Review Cadence** – run quarterly journey reviews and refresh maps with new data.
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## Outputs
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- Journey blueprint (diagram + table) with touchpoints, metrics, and owners.
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- Prioritized action backlog with impact, effort, and owners.
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- Executive summary highlighting customer signals and next plays.
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---
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agents/journey-ops-owner.md
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agents/journey-ops-owner.md
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---
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name: journey-ops-owner
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description: Coordinates execution of prioritized journey improvements across teams and systems.
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model: haiku
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---
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# Journey Operations Owner Agent
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## Responsibilities
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- Translate prioritized journey actions into project plans with timelines, budgets, and owners.
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- Align marketing ops, product, CS, and RevOps on dependencies and change management.
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- Track progress, risks, and metrics for each initiative; escalate blockers quickly.
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- Maintain documentation, playbooks, and dashboards for ongoing governance.
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## Workflow
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1. **Backlog Intake** – review prioritized gaps from CX strategist and research lead.
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2. **Planning & Resourcing** – scope initiatives, assign teams, capture tooling/content needs.
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3. **Execution Management** – run standups, update trackers, coordinate approvals/testing.
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4. **Measurement** – confirm instrumentation, dashboards, and KPI baselines.
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5. **Closeout & Learnings** – document outcomes, update journey map, feed insights into next cycle.
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## Outputs
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- Initiative tracker with status, owner, due date, dependency notes.
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- Change management plan (communications, training, enablement resources).
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- Impact recap (KPI deltas, qualitative feedback, follow-up actions).
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---
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agents/research-lead.md
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agents/research-lead.md
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---
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name: research-lead
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description: Captures qualitative and quantitative customer insights to inform journey decisions.
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model: haiku
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---
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# Customer Research Lead Agent
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## Responsibilities
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- Design and run VOC programs (surveys, interviews, product telemetry) mapped to journey stages.
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- Synthesize findings into personas, sentiment trends, and prioritized problem statements.
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- Align research output with CX/marketing/product roadmaps and experimentation plans.
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- Maintain insight repositories with tagging for easy reuse.
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## Workflow
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1. **Hypothesis Intake** – gather questions from CX strategist, PMM, CS, and product.
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2. **Research Design** – pick methodology, sample, script, and success criteria.
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3. **Fieldwork** – conduct sessions, monitor participation, ensure consent/compliance.
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4. **Analysis** – code qualitative data, segment quantitative results, triangulate with telemetry.
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5. **Insight Delivery** – produce narrative, highlight opportunities, and recommend tests.
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## Outputs
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- Research brief + methodology plan.
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- Insight deck with themes, quotes, metrics, and recommendations.
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- Journey-stage tagging of insights to feed orchestrator commands.
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---
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commands/implement-actions.md
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commands/implement-actions.md
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---
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name: implement-actions
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description: Converts prioritized journey initiatives into coordinated execution plans with measurement.
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usage: /customer-journey-orchestration:implement-actions --initiative "Onboarding Refresh" --timeline 60d --owners "marketing,product"
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---
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# Command: implement-actions
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## Inputs
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- **initiative** – name of the prioritized journey program.
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- **timeline** – duration or deadline (e.g., 60d, 2026-01-15).
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- **owners** – comma-separated list of accountable teams.
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- **budget** – optional resource or dollar allocation.
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- **kpis** – optional key metrics to monitor.
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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**: 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.
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- **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).
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- **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.
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- **Guardrails**: Default retry limit = 2 for blocked workstreams; escalation ladder = Journey Ops Owner → CX Strategist → CCO/Product leadership.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before execution to confirm owners, dependencies, deliverables.
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## Workflow
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1. **Plan Assembly** – pull prioritized gap details, define scope, deliverables, and success metrics.
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2. **Workstream Breakdown** – create task tree (content, product, ops, enablement) with owners + dependencies.
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3. **Change Management** – map approvals, communications, enablement, and risk mitigation steps.
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4. **Measurement Setup** – configure instrumentation, dashboards, VOC checkpoints, and cadence of reviews.
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5. **Launch + Governance** – track execution status, surface blockers, and log outcomes for future journey reviews.
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## Outputs
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- Initiative playbook (timeline, tasks, owners, KPIs, risks, communications plan).
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- Dashboard + tracker links for ongoing monitoring.
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- Post-implementation recap capturing results and learnings.
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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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- `journey-ops-owner` – coordinates execution and governance.
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- `governance` skill – ensures approvals + documentation.
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- `voice-of-customer` skill – keeps measurement tied to customer feedback loops.
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## GTM Agents Safeguards
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- **Fallback agents**: document substitutes (e.g., CX Strategist covering Journey Ops Owner) if leads unavailable.
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- **Escalation triggers**: if KPIs miss guardrails twice or blockers persist beyond SLA, escalate to CX/Product leadership per GTM Agents rip-cord.
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- **Plan maintenance**: update plan JSON/change log whenever scope, owners, or measurement cadences change to maintain GTM Agents audit parity.
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---
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48
commands/map-journey.md
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commands/map-journey.md
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---
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name: map-journey
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description: Facilitates end-to-end journey mapping workshops with data-backed insights and ownership plans.
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usage: /customer-journey-orchestration:map-journey --persona "IT Director" --scope "onboarding" --horizon 6months
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---
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# Command: map-journey
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## Inputs
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- **persona** – target persona or segment.
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- **scope** – journey slice (awareness, onboarding, adoption, renewal, expansion).
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- **horizon** – time window to analyze (e.g., 6months, lifecycle).
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- **data_sources** – optional list of VOC/telemetry sources to emphasize.
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- **facilitators** – optional list of stakeholders joining workshops.
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### GTM Agents Pattern & Plan Checklist
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> Based on GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
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- **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.
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- **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).
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- **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.
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- **Guardrails**: Default retry limit = 2 for evidence gaps or facilitation blockers; escalation ladder = CX Strategist → Journey Ops Owner → CCO/CS leadership.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before execution to confirm facilitators, dependencies, and deliverables.
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## Workflow
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1. **Discovery Packet** – compile research, telemetry, and existing maps for the selected persona/scope.
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2. **Workshop Flow** – guide stakeholders through stage definition, touchpoint inventory, emotion mapping, and ownership assignment.
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3. **Evidence Layer** – inject VOC quotes, product metrics, and support data to ground decisions.
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4. **Gap Logging** – capture friction points, root causes, and potential solutions.
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5. **Synthesis** – produce journey blueprint, highlight quick wins, and queue items for prioritization.
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## Outputs
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- Journey map (diagram + table) with stages, touchpoints, emotions, KPIs, and owners.
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- Gap log referencing supporting data and potential solutions.
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- Stakeholder recap with action items and next steps.
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- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
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|
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## Agent/Skill Invocations
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- `cx-strategist` – leads facilitation and synthesis.
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- `journey-mapping` skill – provides templates/checklists.
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- `research-lead` – injects VOC evidence.
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## GTM Agents Safeguards
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- **Fallback agents**: document substitutes (e.g., Journey Ops Owner covering CX Strategist) when facilitators unavailable.
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- **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.
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- **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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---
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48
commands/prioritize-gaps.md
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commands/prioritize-gaps.md
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---
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name: prioritize-gaps
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description: Scores journey friction points, aligns owners, and builds remediation roadmap.
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usage: /customer-journey-orchestration:prioritize-gaps --persona "IT Director" --scope onboarding --limit 10
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---
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# Command: prioritize-gaps
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## Inputs
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- **persona** – persona/segment for gap analysis.
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- **scope** – journey stage or lifecycle slice.
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- **limit** – optional cap on number of gaps to surface.
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- **criteria** – optional weighting scheme (impact, effort, urgency, customer value).
|
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|
- **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.
|
||||||
|
|
||||||
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---
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||||||
77
plugin.lock.json
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77
plugin.lock.json
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{
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"$schema": "internal://schemas/plugin.lock.v1.json",
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||||||
|
"pluginId": "gh:gtmagents/gtm-agents:plugins/customer-journey-orchestration",
|
||||||
|
"normalized": {
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||||||
|
"repo": null,
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||||||
|
"ref": "refs/tags/v20251128.0",
|
||||||
|
"commit": "84929a7fcfe0cb6e3ec3b6d8bca84b56b14117c5",
|
||||||
|
"treeHash": "a020a652ae7467850d8dcab767182c871c0eda25955911690d8d263207931421",
|
||||||
|
"generatedAt": "2025-11-28T10:17:19.656057Z",
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||||||
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"toolVersion": "publish_plugins.py@0.2.0"
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||||||
|
},
|
||||||
|
"origin": {
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||||||
|
"remote": "git@github.com:zhongweili/42plugin-data.git",
|
||||||
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"branch": "master",
|
||||||
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"commit": "aa1497ed0949fd50e99e70d6324a29c5b34f9390",
|
||||||
|
"repoRoot": "/Users/zhongweili/projects/openmind/42plugin-data"
|
||||||
|
},
|
||||||
|
"manifest": {
|
||||||
|
"name": "customer-journey-orchestration",
|
||||||
|
"description": "Customer journey orchestration covering mapping, prioritization, and initiative execution",
|
||||||
|
"version": "1.0.0"
|
||||||
|
},
|
||||||
|
"content": {
|
||||||
|
"files": [
|
||||||
|
{
|
||||||
|
"path": "README.md",
|
||||||
|
"sha256": "9956f91364f60030d82666fdc715e1c4925ace82cecc74ed2480e97bbf70a7ba"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "agents/research-lead.md",
|
||||||
|
"sha256": "1fec62b14cefdb8e1c2e9cad02671d8c84d8781afe7880af1ee08221c8d4b848"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "agents/journey-ops-owner.md",
|
||||||
|
"sha256": "6c28e050a5e54af784de599d7d28e46633cd9f899a7a166209257499fec7f4fb"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "agents/cx-strategist.md",
|
||||||
|
"sha256": "6e84f647af26269f0dc5c444f18b322cbe872850847dc8703fb40557bfdc4e6d"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": ".claude-plugin/plugin.json",
|
||||||
|
"sha256": "4022cf90d9895c769b934f5ff8df3dd18b7a366e211f051eb2b3d478fdae5807"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "commands/implement-actions.md",
|
||||||
|
"sha256": "de12ce1bab460fd1e442084da338c4caa0d6fe53ba32698acb4c3d0d93bc26a9"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "commands/prioritize-gaps.md",
|
||||||
|
"sha256": "217d31c0bf20f22c7aa14a83ba26cb81cdb2710e1253bb6b69c845608107ebfc"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "commands/map-journey.md",
|
||||||
|
"sha256": "70dc35c41a96bb4c5611bf72279b6bf4fb7741219fda9cfaa61548c204b5327f"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "skills/voice-of-customer/SKILL.md",
|
||||||
|
"sha256": "3f208b9e81b74e2d0f7d3f09decea3f22975edf199d14e49c3049cde0022b3a0"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "skills/governance/SKILL.md",
|
||||||
|
"sha256": "b6f02e28bcc95d1549f9f21fcc2d6f85d77e1aaabbd0d593036037cfbe3d56ba"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "skills/journey-mapping/SKILL.md",
|
||||||
|
"sha256": "939c80a7419908182d97680ede1c133c75e0e9723f60835da9e61ee633b94e95"
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"dirSha256": "a020a652ae7467850d8dcab767182c871c0eda25955911690d8d263207931421"
|
||||||
|
},
|
||||||
|
"security": {
|
||||||
|
"scannedAt": null,
|
||||||
|
"scannerVersion": null,
|
||||||
|
"flags": []
|
||||||
|
}
|
||||||
|
}
|
||||||
31
skills/governance/SKILL.md
Normal file
31
skills/governance/SKILL.md
Normal file
@@ -0,0 +1,31 @@
|
|||||||
|
---
|
||||||
|
name: governance
|
||||||
|
description: Use to establish ownership, cadences, and compliance for customer journey
|
||||||
|
programs.
|
||||||
|
---
|
||||||
|
|
||||||
|
# Journey Governance Framework Skill
|
||||||
|
|
||||||
|
## When to Use
|
||||||
|
- Standing up or refreshing journey councils and review cadences.
|
||||||
|
- Coordinating multi-team initiatives that impact customer experience.
|
||||||
|
- Preparing executive updates or compliance reviews tied to journey changes.
|
||||||
|
|
||||||
|
## Framework
|
||||||
|
1. **Ownership Model** – define RACI across CX strategist, product, marketing, CS, ops, and exec sponsors.
|
||||||
|
2. **Cadences** – set quarterly journey reviews, monthly initiative standups, and weekly execution syncs.
|
||||||
|
3. **Documentation** – maintain living journey maps, backlog tracker, decision log, and KPI dashboards.
|
||||||
|
4. **Change Control** – outline approval steps, testing requirements, and communication plans for journey changes.
|
||||||
|
5. **Measurement & Accountability** – set KPIs per initiative, assign owners, and track progress vs targets.
|
||||||
|
|
||||||
|
## Templates
|
||||||
|
- Governance charter (mission, scope, roles, cadences, tooling).
|
||||||
|
- Decision log (request, decision, rationale, owner, follow-up date).
|
||||||
|
- KPI dashboard outline for exec reviews.
|
||||||
|
|
||||||
|
## Tips
|
||||||
|
- Pair governance reviews with updated VOC and telemetry so decisions stay grounded in customer data.
|
||||||
|
- Keep documentation in a shared workspace with version history.
|
||||||
|
- Rotate spotlight sections in reviews to feature wins, experiments, and unresolved risks.
|
||||||
|
|
||||||
|
---
|
||||||
30
skills/journey-mapping/SKILL.md
Normal file
30
skills/journey-mapping/SKILL.md
Normal file
@@ -0,0 +1,30 @@
|
|||||||
|
---
|
||||||
|
name: journey-mapping
|
||||||
|
description: Use to facilitate cross-functional journey mapping with data-backed insights.
|
||||||
|
---
|
||||||
|
|
||||||
|
# Journey Mapping Toolkit Skill
|
||||||
|
|
||||||
|
## When to Use
|
||||||
|
- Kicking off new persona journeys or refreshing existing ones.
|
||||||
|
- Preparing workshops with stakeholders across marketing, product, CS, and sales.
|
||||||
|
- Auditing journey artifacts for consistency and completeness.
|
||||||
|
|
||||||
|
## Framework
|
||||||
|
1. **Preparation** – collect VOC findings, telemetry, and existing documentation; define scope, persona, and goals.
|
||||||
|
2. **Stage Definition** – align on lifecycle stages, success metrics, and ownership.
|
||||||
|
3. **Touchpoint Mapping** – capture channels, emotions, expectations, and supporting systems.
|
||||||
|
4. **Gap Identification** – document friction points, root causes, and opportunities.
|
||||||
|
5. **Action Linking** – connect gaps to initiatives, success metrics, and measurement plans.
|
||||||
|
|
||||||
|
## Templates
|
||||||
|
- Journey storyboard canvas (stage, touchpoint, emotion, KPI, owner).
|
||||||
|
- Persona one-pager with goals, pains, and preferred channels.
|
||||||
|
- Gap log sheet (issue, impact, evidence, owner, next step).
|
||||||
|
|
||||||
|
## Tips
|
||||||
|
- Keep sessions interactive with pre-read data and live polling.
|
||||||
|
- Include frontline voices (support, sales, CSMs) for real-world context.
|
||||||
|
- Version control maps so improvements are traceable over time.
|
||||||
|
|
||||||
|
---
|
||||||
31
skills/voice-of-customer/SKILL.md
Normal file
31
skills/voice-of-customer/SKILL.md
Normal file
@@ -0,0 +1,31 @@
|
|||||||
|
---
|
||||||
|
name: voice-of-customer
|
||||||
|
description: Use to design, run, and synthesize customer feedback programs tied to
|
||||||
|
journey stages.
|
||||||
|
---
|
||||||
|
|
||||||
|
# Voice of Customer System Skill
|
||||||
|
|
||||||
|
## When to Use
|
||||||
|
- Planning journey discovery projects or validating hypotheses.
|
||||||
|
- Building continuous feedback loops (surveys, interviews, community, support mining).
|
||||||
|
- Translating VOC findings into prioritized journey actions.
|
||||||
|
|
||||||
|
## Framework
|
||||||
|
1. **Program Design** – define objectives, personas, touchpoints, sample size, and incentives.
|
||||||
|
2. **Channel Mix** – select qualitative (interviews, live sessions) and quantitative (NPS, CES, product usage) data sources per stage.
|
||||||
|
3. **Signal Processing** – tag insights by emotion, friction type, segment, and impact.
|
||||||
|
4. **Insight Packaging** – create artifacts (quote boards, heatmaps, KPI overlays) mapped to journey maps.
|
||||||
|
5. **Action Loop** – pair each insight with a recommended experiment, owner, and expected metric lift.
|
||||||
|
|
||||||
|
## Templates
|
||||||
|
- VOC research brief (question, method, sample, timeline, owner).
|
||||||
|
- Insight tagging spreadsheet with stage/persona labels.
|
||||||
|
- Signal-to-action tracker (insight → priority → owner → status).
|
||||||
|
|
||||||
|
## Tips
|
||||||
|
- Rotate participants quarterly to avoid bias; maintain consent logs.
|
||||||
|
- Combine VOC with telemetry to validate scale of issues.
|
||||||
|
- Share short audio/video snippets to humanize data for stakeholders.
|
||||||
|
|
||||||
|
---
|
||||||
Reference in New Issue
Block a user