commit 6f031b53765d5eab6c894e7d51e029bba25f0869 Author: Zhongwei Li Date: Sat Nov 29 18:30:18 2025 +0800 Initial commit diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..c198be7 --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,24 @@ +{ + "name": "customer-marketing", + "description": "Customer lifecycle orchestration, adoption programs, and advocacy activation", + "version": "1.0.0", + "author": { + "name": "GTM Agents", + "email": "opensource@intentgpt.ai" + }, + "skills": [ + "./skills/advocacy-programs/SKILL.md", + "./skills/expansion-plays/SKILL.md", + "./skills/customer-insights/SKILL.md" + ], + "agents": [ + "./agents/lifecycle-strategist.md", + "./agents/adoption-program-manager.md", + "./agents/advocacy-lead.md" + ], + "commands": [ + "./commands/design-lifecycle-journey.md", + "./commands/launch-adoption-program.md", + "./commands/activate-advocacy.md" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..c716820 --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# customer-marketing + +Customer lifecycle orchestration, adoption programs, and advocacy activation diff --git a/agents/adoption-program-manager.md b/agents/adoption-program-manager.md new file mode 100644 index 0000000..983ce92 --- /dev/null +++ b/agents/adoption-program-manager.md @@ -0,0 +1,27 @@ +--- +name: adoption-program-manager +description: Operationalizes onboarding/adoption programs, coordinating success, product, and lifecycle automation. +model: haiku +--- + +# Adoption Program Manager Agent + +## Responsibilities +- Build onboarding/adoption playbooks per segment, product line, and maturity tier. +- Coordinate content (guides, webinars, office hours) and automation journeys. +- Partner with CSMs to track health signals, blockers, and escalations. +- Ensure instrumentation and data sync for engagement reporting. + +## Process +1. **Program Intake** – capture segment, goals, product milestones, existing assets. +2. **Playbook Design** – define touchpoints (email, in-app, webinars), owners, SLAs. +3. **Enablement** – package assets, internal guides, talking points for CSMs and partners. +4. **Execution** – launch campaign/adoption sequences, monitor participation, triage risks. +5. **Measurement** – review adoption KPIs, health trends, backlog improvements. + +## Outputs +- Adoption playbook (timeline, resources, success metrics). +- Enablement kit (internal FAQ, talk tracks, success plans). +- Performance dashboard notes + optimization backlog. + +--- diff --git a/agents/advocacy-lead.md b/agents/advocacy-lead.md new file mode 100644 index 0000000..abb2b3c --- /dev/null +++ b/agents/advocacy-lead.md @@ -0,0 +1,27 @@ +--- +name: advocacy-lead +description: Builds customer advocacy engines (references, stories, advisory boards, communities). +model: haiku +--- + +# Customer Advocacy Lead Agent + +## Responsibilities +- Identify and tier advocates based on product usage, sentiment, and partnership potential. +- Run programs such as references, case studies, advisory boards, communities, and events. +- Coordinate with product marketing, CS, and sales to capture and activate customer stories. +- Track advocacy pipeline, incentives, and ROI (influence on ARR, deals, PR, product feedback). + +## Workflow +1. **Advocate Mapping** – score accounts by health, wins, persona, vertical, and potential story angles. +2. **Program Planning** – select activation path (case study, webinar, advisory board, community spotlight). +3. **Asset Production** – partner with content/video teams to capture quotes, video stories, reference sheets. +4. **Activation & Logistics** – manage NDAs, approvals, scheduling, gifting, messaging. +5. **Measurement & Feedback** – log usage (opportunities influenced, assets created) and capture product insights. + +## Outputs +- Advocate roster + scoring sheet. +- Program briefs and activation playbooks. +- Advocacy pipeline dashboard + feedback log. + +--- diff --git a/agents/lifecycle-strategist.md b/agents/lifecycle-strategist.md new file mode 100644 index 0000000..c84584a --- /dev/null +++ b/agents/lifecycle-strategist.md @@ -0,0 +1,29 @@ +--- +name: lifecycle-strategist +description: Designs customer lifecycle programs that drive adoption, expansion, and + advocacy. +model: haiku +--- + + +# Customer Lifecycle Strategist Agent + +## Responsibilities +- Translate ARR/NDR targets into lifecycle plays and customer journeys. +- Align success, product, and marketing teams on engagement cadences. +- Define success metrics, signals, and instrumentation for health monitoring. +- Maintain program backlog across onboarding, adoption, expansion, advocacy. + +## Workflow +1. **Brief Intake** – capture segment, health score trends, product priorities, revenue goals. +2. **Journey Mapping** – outline milestones, comms touchpoints, owner, and tooling per stage. +3. **Program Design** – create campaigns (webinars, office hours, nurtures) tied to triggers. +4. **Ops Alignment** – sync with CS ops, lifecycle automation, data teams for delivery + measurement. +5. **Review & Iterate** – monitor impact, surface insights, backlog optimizations. + +## Outputs +- Lifecycle blueprint (stages, triggers, comms, KPIs). +- Program briefs for net-new or refreshed initiatives. +- Experiment roadmap tied to adoption/expansion metrics. + +--- diff --git a/commands/activate-advocacy.md b/commands/activate-advocacy.md new file mode 100644 index 0000000..ff43b39 --- /dev/null +++ b/commands/activate-advocacy.md @@ -0,0 +1,33 @@ +--- +name: activate-advocacy +description: Builds an advocacy activation plan (references, stories, community, advisory boards) with logistics and incentives. +usage: /customer-marketing:activate-advocacy --program "Advisory Board" --segment enterprise --goal pipeline +--- + +# Command: activate-advocacy + +## Inputs +- **program** – references, case studies, advisory board, community, event, etc. +- **segment** – target advocate cohort (industry, ARR tier, role). +- **goal** – pipeline influence, product feedback, PR, community growth. +- **timeline** – optional kickoff + launch dates. +- **incentives** – optional reward structure. + +## Workflow +1. **Advocate Selection** – pull candidate list by health, persona, usage, advocacy history. +2. **Program Design** – define value exchange, content/assets needed, participation cadence. +3. **Logistics & Enablement** – manage contracts/NDAs, briefing packs, gifting, scheduling. +4. **Activation** – run outreach, rehearsal/prep, live session/event coordination. +5. **Measurement & Feedback** – capture influence (opps, quotes, PR), gather product insights, update roster. + +## Outputs +- Advocate roster with scores + outreach plan. +- Program brief (objectives, agenda, deliverables, incentives). +- Measurement dashboard + follow-up checklist. + +## Agent/Skill Invocations +- `advocacy-lead` – orchestrates activation + stakeholder alignment. +- `advocacy-programs` skill – provides templates + guardrails. +- `customer-insights` skill – feeds health/usage signals for targeting. + +--- diff --git a/commands/design-lifecycle-journey.md b/commands/design-lifecycle-journey.md new file mode 100644 index 0000000..ba0b045 --- /dev/null +++ b/commands/design-lifecycle-journey.md @@ -0,0 +1,33 @@ +--- +name: design-lifecycle-journey +description: Produces a customer lifecycle journey map with stages, triggers, plays, and owners. +usage: /customer-marketing:design-lifecycle-journey --segment enterprise --product "Data Cloud" +--- + +# Command: design-lifecycle-journey + +## Inputs +- **segment** – SMB, mid-market, enterprise, strategic, etc. +- **product** – product line or package the journey targets. +- **objectives** – adoption, expansion, advocacy, retention goals. +- **signals** – optional health metrics or telemetry to align on. +- **tooling** – optional stack info (Gainsight, HubSpot, Pendo, etc.). + +## Workflow +1. **Insight Alignment** – analyze current health, usage, NPS, and pipeline targets. +2. **Stage Definition** – outline onboarding, adoption, value realization, expansion, advocacy. +3. **Trigger & Play Mapping** – define triggers (usage dips, milestone hits) with recommended plays. +4. **Owner & Channel Assignment** – map CS, product, marketing, automation responsibilities. +5. **Measurement Plan** – set KPIs per stage and dashboards/alerts for monitoring. + +## Outputs +- Journey map table (stage, trigger, play, owner, channel, KPI). +- Trigger-to-play matrix for automation/CS tooling. +- Measurement checklist with dashboard queries and alert rules. + +## Agent/Skill Invocations +- `lifecycle-strategist` – orchestrates journey design. +- `customer-insights` skill – supplies telemetry + signal definitions. +- `expansion-plays` skill – recommends stage-specific offers. + +--- diff --git a/commands/launch-adoption-program.md b/commands/launch-adoption-program.md new file mode 100644 index 0000000..da0a84b --- /dev/null +++ b/commands/launch-adoption-program.md @@ -0,0 +1,33 @@ +--- +name: launch-adoption-program +description: Generates an adoption program plan covering onboarding assets, automation, and success plays. +usage: /customer-marketing:launch-adoption-program --segment smb --product "AI Copilot" --objective activation +--- + +# Command: launch-adoption-program + +## Inputs +- **segment** – customer cohort (SMB, MM, enterprise, vertical). +- **product** – product/feature focus. +- **objective** – activation, feature adoption, cross-sell readiness. +- **timeline** – optional start/end dates. +- **constraints** – optional notes (limited CS bandwidth, compliance, etc.). + +## Workflow +1. **Program Intake** – review success goals, telemetry gaps, stakeholder expectations. +2. **Playbook Draft** – outline touchpoints (email/in-app, webinars, office hours, community). +3. **Content & Assets** – recommend guides, videos, success plan templates. +4. **Automation Wiring** – map triggers, tools, and routing rules (CS, marketing automation, product notifications). +5. **Measurement Plan** – define activation metrics, adoption goals, feedback loop. + +## Outputs +- Adoption playbook timeline (touchpoint, owner, channel, asset). +- Asset checklist + content brief for gaps. +- Dashboard requirements + SLA tracker. + +## Agent/Skill Invocations +- `adoption-program-manager` – drives execution + enablement. +- `expansion-plays` skill – suggests follow-on offers post-adoption. +- `customer-insights` skill – ensures telemetry signals are wired. + +--- diff --git a/plugin.lock.json b/plugin.lock.json new file mode 100644 index 0000000..94393c7 --- /dev/null +++ b/plugin.lock.json @@ -0,0 +1,77 @@ +{ + "$schema": "internal://schemas/plugin.lock.v1.json", + "pluginId": "gh:gtmagents/gtm-agents:plugins/customer-marketing", + "normalized": { + "repo": null, + "ref": "refs/tags/v20251128.0", + "commit": "bf6d4dd23e331f8cc1d600322ee51976d4b07a09", + "treeHash": "84edc4dfe9d5891c13602d5cefbaa5fcb0509e23354b457c7c5aa1d2d412f5e6", + "generatedAt": "2025-11-28T10:17:10.630749Z", + "toolVersion": "publish_plugins.py@0.2.0" + }, + "origin": { + "remote": "git@github.com:zhongweili/42plugin-data.git", + "branch": "master", + "commit": "aa1497ed0949fd50e99e70d6324a29c5b34f9390", + "repoRoot": "/Users/zhongweili/projects/openmind/42plugin-data" + }, + "manifest": { + "name": "customer-marketing", + "description": "Customer lifecycle orchestration, adoption programs, and advocacy activation", + "version": "1.0.0" + }, + "content": { + "files": [ + { + "path": "README.md", + "sha256": "65f7197d44b887f3a8b0e79bbcd144469b03d37ef1ef370ac813667f7a1dbc8d" + }, + { + "path": "agents/adoption-program-manager.md", + "sha256": "ccec8d3e6bc40c69425e95e2edec968b0e24e66e8e4b272dfdf26e9ce3764650" + }, + { + "path": "agents/advocacy-lead.md", + "sha256": "bf8ff9173535233e193a2f7357d3c63eecb2b4f13817fc9e365678fdc1681f0c" + }, + { + "path": "agents/lifecycle-strategist.md", + "sha256": "3f7d2806f3deda073e11c4b200367e83013bc80182af71261227785d4a2e01a8" + }, + { + "path": ".claude-plugin/plugin.json", + "sha256": "8bc53fed08d8a4fd12043624d0afc2bec4d94064c5d8725ec1b86f4da56f0fdc" + }, + { + "path": "commands/design-lifecycle-journey.md", + "sha256": "541fdc168f78d057c1ac2f711849947a6715251dab43c7cfda6a718fbe57fc79" + }, + { + "path": "commands/launch-adoption-program.md", + "sha256": "e66e91c38112bd108f9fc591fa3a9c21cce4a9efed897bd62472e58f5825d32a" + }, + { + "path": "commands/activate-advocacy.md", + "sha256": "45ccf7caf9f4606b3087f6e196bbea8e313d2d2fe68f7c28fd78f9a1a00e19b3" + }, + { + "path": "skills/expansion-plays/SKILL.md", + "sha256": "c7441036d7d52943622f3efcfaa742d91c887fd9cf69c35f8b274049844c75e3" + }, + { + "path": "skills/customer-insights/SKILL.md", + "sha256": "da8737519ed9ac30340526b876f67dac8f8db7030e693295319e0505e7bfa348" + }, + { + "path": "skills/advocacy-programs/SKILL.md", + "sha256": "ba35f0996b27af8adf0383399cbba759cdb41426c33c2d4c49032ee12c7bf709" + } + ], + "dirSha256": "84edc4dfe9d5891c13602d5cefbaa5fcb0509e23354b457c7c5aa1d2d412f5e6" + }, + "security": { + "scannedAt": null, + "scannerVersion": null, + "flags": [] + } +} \ No newline at end of file diff --git a/skills/advocacy-programs/SKILL.md b/skills/advocacy-programs/SKILL.md new file mode 100644 index 0000000..8199bda --- /dev/null +++ b/skills/advocacy-programs/SKILL.md @@ -0,0 +1,31 @@ +--- +name: advocacy-programs +description: Use when designing and scaling reference, story, advisory, or community + programs. +--- + +# Customer Advocacy Programs Skill + +## When to Use +- Building a new references or case study engine. +- Standing up advisory boards, councils, or community spotlights. +- Refreshing incentives, logistics, or measurement for existing advocacy motions. + +## Framework +1. **Candidate Pool** – identify accounts by health, persona, usage, sentiment, ARR. +2. **Value Exchange** – clarify why customers would participate (access, insights, promotion, perks). +3. **Program Design** – define format (case study, event, video, advisory board) with cadence and deliverables. +4. **Logistics** – NDAs, approvals, briefing docs, gifting, scheduling, speaker prep. +5. **Measurement** – track influence on pipeline, product feedback volume, PR reach, community growth. + +## Templates +- Advocate scoring sheet + roster. +- Program brief outline (objectives, stakeholders, content needs, incentives). +- Activation checklist (outreach → prep → execution → follow-up). + +## Tips +- Keep a single source of truth for advocate status to avoid overuse. +- Align incentives with procurement/compliance early (gift cards vs swag vs donations). +- Document quotes/approvals centrally so sales/PR can reuse quickly. + +--- diff --git a/skills/customer-insights/SKILL.md b/skills/customer-insights/SKILL.md new file mode 100644 index 0000000..fd622c5 --- /dev/null +++ b/skills/customer-insights/SKILL.md @@ -0,0 +1,31 @@ +--- +name: customer-insights +description: Use when consolidating product usage, health, and sentiment signals for + lifecycle programs. +--- + +# Customer Insights & Telemetry Skill + +## When to Use +- Building segment-specific lifecycle journeys. +- Prioritizing accounts for adoption help, expansion offers, or advocacy invites. +- Diagnosing churn/retention risks and surfacing insights to CS + product. + +## Framework +1. **Signals Stack** – product usage, engagement, sentiment, commercial, health composite. +2. **Data Plumbing** – define sources (warehouse, product analytics, CS tools) and refresh cadence. +3. **Normalization** – align account/user IDs, tag personas/verticals. +4. **Insight Delivery** – dashboards + alerts to lifecycle, CS, product teams. +5. **Closed Loop** – track outcomes (expansion booked, churn prevented, advocacy activated). + +## Templates +- Health score schema (dimensions, weight, threshold, owner). +- Insight brief (observation, impact, recommended play, owner, due date). +- Data dictionary for lifecycle dashboards. + +## Tips +- Keep manual notes from CSMs in sync with telemetry to avoid blind spots. +- Tag signals by persona/vertical for more precise plays. +- Automate distribution via Slack/email alerts tied to triggers. + +--- diff --git a/skills/expansion-plays/SKILL.md b/skills/expansion-plays/SKILL.md new file mode 100644 index 0000000..bb889c6 --- /dev/null +++ b/skills/expansion-plays/SKILL.md @@ -0,0 +1,31 @@ +--- +name: expansion-plays +description: Use when planning adoption-to-expansion motions and cross-sell/upsell + campaigns. +--- + +# Expansion Playbooks Skill + +## When to Use +- Identifying accounts ready for cross-sell or upsell. +- Designing lifecycle campaigns that move customers from adoption to value realization and expansion. +- Partnering with sales/CS to run QBRs, roadmap reviews, or packaging changes. + +## Framework +1. **Signal Stack** – product usage milestone, success plan completion, idle licenses, executive sponsor engagement. +2. **Play Types** – roadmap preview, ROI workshop, packaged add-on offer, multi-product bundle, success story swap. +3. **Offer Crafting** – align incentive (discount, pilot, service credits) with customer value narrative. +4. **Execution Channels** – CS outreach, lifecycle nurture, webinars, executive programs. +5. **Measurement** – expansion pipeline, attach rates, ARR per account, payback. + +## Templates +- Expansion readiness checklist. +- QBR/EOQ review deck outline. +- Offer matrix (persona x trigger x CTA). + +## Tips +- Keep CS + sales alignment tight on ownership and comp. +- Document experiments (pricing, packaging) and share learning loops with product. +- Pair with `customer-insights` to validate readiness signals before outreach. + +---