Initial commit

This commit is contained in:
Zhongwei Li
2025-11-29 18:30:18 +08:00
commit 6f031b5376
12 changed files with 379 additions and 0 deletions

View File

@@ -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"
]
}

3
README.md Normal file
View File

@@ -0,0 +1,3 @@
# customer-marketing
Customer lifecycle orchestration, adoption programs, and advocacy activation

View File

@@ -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.
---

27
agents/advocacy-lead.md Normal file
View File

@@ -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.
---

View File

@@ -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.
---

View File

@@ -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.
---

View File

@@ -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.
---

View File

@@ -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.
---

77
plugin.lock.json Normal file
View File

@@ -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": []
}
}

View File

@@ -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.
---

View File

@@ -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.
---

View File

@@ -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.
---