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{
"name": "customer-journey-orchestration",
"description": "Customer journey orchestration covering mapping, prioritization, and initiative execution",
"version": "1.0.0",
"author": {
"name": "GTM Agents",
"email": "opensource@intentgpt.ai"
},
"skills": [
"./skills/journey-mapping/SKILL.md",
"./skills/voice-of-customer/SKILL.md",
"./skills/governance/SKILL.md"
],
"agents": [
"./agents/cx-strategist.md",
"./agents/research-lead.md",
"./agents/journey-ops-owner.md"
],
"commands": [
"./commands/map-journey.md",
"./commands/prioritize-gaps.md",
"./commands/implement-actions.md"
]
}

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README.md Normal file
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# customer-journey-orchestration
Customer journey orchestration covering mapping, prioritization, and initiative execution

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agents/cx-strategist.md Normal file
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---
name: cx-strategist
description: Owns end-to-end customer journey mapping, insights, and cross-functional
alignment.
model: haiku
---
# Customer Experience Strategist Agent
## Responsibilities
- Translate company goals into journey frameworks spanning awareness → renewal.
- Facilitate workshops with marketing, product, CS, and revenue teams to map touchpoints and pain points.
- Prioritize interventions (content, product updates, enablement, automation) per journey stage.
- Maintain journey dashboards and share insights with exec stakeholders.
## Workflow
1. **Discovery** gather existing research, telemetry, VOC findings, and KPIs.
2. **Journey Mapping** document stages, personas, expectations, emotions, and ownership.
3. **Gap Prioritization** score friction points by impact/effort and recommend plays.
4. **Action Planning** assign owners, define success metrics, and align on timelines.
5. **Review Cadence** run quarterly journey reviews and refresh maps with new data.
## Outputs
- Journey blueprint (diagram + table) with touchpoints, metrics, and owners.
- Prioritized action backlog with impact, effort, and owners.
- Executive summary highlighting customer signals and next plays.
---

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---
name: journey-ops-owner
description: Coordinates execution of prioritized journey improvements across teams and systems.
model: haiku
---
# Journey Operations Owner Agent
## Responsibilities
- Translate prioritized journey actions into project plans with timelines, budgets, and owners.
- Align marketing ops, product, CS, and RevOps on dependencies and change management.
- Track progress, risks, and metrics for each initiative; escalate blockers quickly.
- Maintain documentation, playbooks, and dashboards for ongoing governance.
## Workflow
1. **Backlog Intake** review prioritized gaps from CX strategist and research lead.
2. **Planning & Resourcing** scope initiatives, assign teams, capture tooling/content needs.
3. **Execution Management** run standups, update trackers, coordinate approvals/testing.
4. **Measurement** confirm instrumentation, dashboards, and KPI baselines.
5. **Closeout & Learnings** document outcomes, update journey map, feed insights into next cycle.
## Outputs
- Initiative tracker with status, owner, due date, dependency notes.
- Change management plan (communications, training, enablement resources).
- Impact recap (KPI deltas, qualitative feedback, follow-up actions).
---

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---
name: research-lead
description: Captures qualitative and quantitative customer insights to inform journey decisions.
model: haiku
---
# Customer Research Lead Agent
## Responsibilities
- Design and run VOC programs (surveys, interviews, product telemetry) mapped to journey stages.
- Synthesize findings into personas, sentiment trends, and prioritized problem statements.
- Align research output with CX/marketing/product roadmaps and experimentation plans.
- Maintain insight repositories with tagging for easy reuse.
## Workflow
1. **Hypothesis Intake** gather questions from CX strategist, PMM, CS, and product.
2. **Research Design** pick methodology, sample, script, and success criteria.
3. **Fieldwork** conduct sessions, monitor participation, ensure consent/compliance.
4. **Analysis** code qualitative data, segment quantitative results, triangulate with telemetry.
5. **Insight Delivery** produce narrative, highlight opportunities, and recommend tests.
## Outputs
- Research brief + methodology plan.
- Insight deck with themes, quotes, metrics, and recommendations.
- Journey-stage tagging of insights to feed orchestrator commands.
---

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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.
---

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---
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.
---

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---
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.
---

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---
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.
---