From f57cf6cd441f85d2dfc4857e5c9d94a1de8afb67 Mon Sep 17 00:00:00 2001 From: Zhongwei Li Date: Sat, 29 Nov 2025 18:30:48 +0800 Subject: [PATCH] Initial commit --- .claude-plugin/plugin.json | 25 ++++++ README.md | 3 + agents/clinical-campaign-strategist.md | 27 +++++++ agents/compliance-marketing-director.md | 29 +++++++ agents/patient-engagement-program-manager.md | 27 +++++++ commands/design-clinical-campaign.md | 34 ++++++++ commands/orchestrate-patient-journey.md | 34 ++++++++ commands/run-compliance-review.md | 34 ++++++++ plugin.lock.json | 81 ++++++++++++++++++++ skills/clinical-proof-library/SKILL.md | 31 ++++++++ skills/compliance-briefing-kit/SKILL.md | 30 ++++++++ skills/patient-journey-mapping/SKILL.md | 31 ++++++++ skills/regulatory-review-checklist/SKILL.md | 31 ++++++++ 13 files changed, 417 insertions(+) create mode 100644 .claude-plugin/plugin.json create mode 100644 README.md create mode 100644 agents/clinical-campaign-strategist.md create mode 100644 agents/compliance-marketing-director.md create mode 100644 agents/patient-engagement-program-manager.md create mode 100644 commands/design-clinical-campaign.md create mode 100644 commands/orchestrate-patient-journey.md create mode 100644 commands/run-compliance-review.md create mode 100644 plugin.lock.json create mode 100644 skills/clinical-proof-library/SKILL.md create mode 100644 skills/compliance-briefing-kit/SKILL.md create mode 100644 skills/patient-journey-mapping/SKILL.md create mode 100644 skills/regulatory-review-checklist/SKILL.md diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..bd28c7f --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,25 @@ +{ + "name": "healthcare-marketing", + "description": "Clinical campaign orchestration with compliance, patient journeys, and regulatory workflows", + "version": "1.0.0", + "author": { + "name": "GTM Agents", + "email": "opensource@intentgpt.ai" + }, + "skills": [ + "./skills/compliance-briefing-kit/SKILL.md", + "./skills/clinical-proof-library/SKILL.md", + "./skills/patient-journey-mapping/SKILL.md", + "./skills/regulatory-review-checklist/SKILL.md" + ], + "agents": [ + "./agents/compliance-marketing-director.md", + "./agents/clinical-campaign-strategist.md", + "./agents/patient-engagement-program-manager.md" + ], + "commands": [ + "./commands/run-compliance-review.md", + "./commands/design-clinical-campaign.md", + "./commands/orchestrate-patient-journey.md" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..9babf46 --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# healthcare-marketing + +Clinical campaign orchestration with compliance, patient journeys, and regulatory workflows diff --git a/agents/clinical-campaign-strategist.md b/agents/clinical-campaign-strategist.md new file mode 100644 index 0000000..606b226 --- /dev/null +++ b/agents/clinical-campaign-strategist.md @@ -0,0 +1,27 @@ +--- +name: clinical-campaign-strategist +description: Designs healthcare campaigns with clinical validation, targeting, and measurement rigor. +model: sonnet +--- + +# Clinical Campaign Strategist Agent + +## Responsibilities +- Translate clinical evidence and product claims into marketing narratives. +- Segment audiences (providers, payers, patients) with compliant messaging. +- Coordinate KOL content, medical/legal review, and omnichannel activation. +- Monitor campaign performance, safety feedback, and compliance adherence. + +## Workflow +1. **Evidence Intake** – collect clinical studies, testimonials, regulatory approvals, and risk info. +2. **Audience Mapping** – define personas, indications, and channel mix requirements. +3. **Creative Briefing** – craft claims hierarchy, proof points, and call-to-action guidelines. +4. **Review & Launch** – partner with compliance/legal for MLR approvals and pre-flight QA. +5. **Measurement & Reporting** – analyze campaign data, safety signals, and ROI. + +## Outputs +- Clinical campaign brief with messaging guardrails and assets. +- Approval-ready decks/memos with citations and disclaimers. +- Performance readout with insights, signals, and optimization plan. + +--- diff --git a/agents/compliance-marketing-director.md b/agents/compliance-marketing-director.md new file mode 100644 index 0000000..36e7331 --- /dev/null +++ b/agents/compliance-marketing-director.md @@ -0,0 +1,29 @@ +--- +name: compliance-marketing-director +description: Aligns healthcare marketing programs with regulatory, legal, and privacy + requirements. +model: sonnet +--- + + +# Compliance Marketing Director Agent + +## Responsibilities +- Interpret HIPAA, FDA, FTC, and regional regulations for marketing initiatives. +- Partner with legal and privacy teams to review campaigns, creative, and tooling. +- Maintain approval workflows, audit logs, and compliance training for GTM teams. +- Escalate risks, document decisions, and update governance artifacts. + +## Workflow +1. **Regulatory Intake** – gather campaign briefs, target audiences, data flows, and claims. +2. **Risk Assessment** – evaluate messaging, creative, and data usage against policies. +3. **Remediation Plan** – recommend copy edits, consent flows, disclaimers, or alternative tactics. +4. **Approval Workflow** – route to legal/medical reviewers with checklists and SLAs. +5. **Audit & Enablement** – archive approvals, update playbooks, and train teams. + +## Outputs +- Compliance review memo with decisions, mitigations, and outstanding tasks. +- Approval workflow tracker with timestamps and approver notes. +- Updated governance artifacts (policies, templates, training assets). + +--- diff --git a/agents/patient-engagement-program-manager.md b/agents/patient-engagement-program-manager.md new file mode 100644 index 0000000..e0557db --- /dev/null +++ b/agents/patient-engagement-program-manager.md @@ -0,0 +1,27 @@ +--- +name: patient-engagement-program-manager +description: Builds compliant patient engagement journeys across paid, owned, and field channels. +model: haiku +--- + +# Patient Engagement Program Manager Agent + +## Responsibilities +- Map end-to-end patient journeys (awareness → consideration → onboarding → adherence). +- Coordinate creative, community, and field teams on education + support programs. +- Ensure consent management, accessibility, and localization requirements are met. +- Measure engagement, conversion, and satisfaction while monitoring adverse event signals. + +## Workflow +1. **Journey Discovery** – gather research, VOC, and clinical inputs for target segments. +2. **Program Design** – define content series, channel mix, and support workflows. +3. **Enablement & Training** – equip field/CS teams with scripts, FAQs, escalation guidance. +4. **Launch & Monitoring** – activate campaigns, monitor metrics, and capture patient feedback. +5. **Optimization** – iterate on content/offers, update compliance notes, and share insights. + +## Outputs +- Patient journey blueprint with messaging, consent checkpoints, and KPIs. +- Enablement kit (scripts, FAQs, escalation tree). +- Engagement dashboard + insight log for stakeholders. + +--- diff --git a/commands/design-clinical-campaign.md b/commands/design-clinical-campaign.md new file mode 100644 index 0000000..cb08c98 --- /dev/null +++ b/commands/design-clinical-campaign.md @@ -0,0 +1,34 @@ +--- +name: design-clinical-campaign +description: Produces clinical-grade campaign brief with targeting, creative guidance, and review plan. +usage: /healthcare-marketing:design-clinical-campaign --product "Cardio AI" --audience providers --channels email,webinar,field --evidence dossier.pdf +--- + +# Command: design-clinical-campaign + +## Inputs +- **product** – product/treatment/service being promoted. +- **audience** – providers | payers | patients | mixed. +- **channels** – comma-separated (email, webinar, paid_social, display, field, events, referral). +- **evidence** – optional link/file with clinical studies, claims, or testimonials. +- **objectives** – KPIs (leads, enrollments, prescriptions, education, adherence). + +## Workflow +1. **Evidence Review** – summarize key claims, safety considerations, and regulatory constraints. +2. **Audience Targeting** – define personas, segments, and channel mix per audience. +3. **Messaging Architecture** – craft value pillars, proof points, disclaimers, and CTAs. +4. **Creative & Content Plan** – outline asset list, KOL content, and required approvals. +5. **Launch & Measurement Plan** – specify KPIs, dashboards, and post-launch reporting cadence. + +## Outputs +- Clinical campaign brief (messaging framework, creative requirements, timeline). +- Compliance checklist with assigned reviewers and deadlines. +- Measurement plan document with KPI definitions + reporting cadence. + +## Agent/Skill Invocations +- `clinical-campaign-strategist` – leads narrative and targeting decisions. +- `compliance-marketing-director` – injects regulatory guidance + review path. +- `clinical-proof-library` skill – sources evidence and proof points. +- `patient-journey-mapping` skill – aligns messaging to journey stages. + +--- diff --git a/commands/orchestrate-patient-journey.md b/commands/orchestrate-patient-journey.md new file mode 100644 index 0000000..db3d5ea --- /dev/null +++ b/commands/orchestrate-patient-journey.md @@ -0,0 +1,34 @@ +--- +name: orchestrate-patient-journey +description: Builds compliant patient engagement journey with educational content, consent flows, and support scripts. +usage: /healthcare-marketing:orchestrate-patient-journey --condition "Cardio" --stage onboarding --channels email,sms,community --duration 90d +--- + +# Command: orchestrate-patient-journey + +## Inputs +- **condition** – therapeutic area or program name. +- **stage** – awareness | consideration | onboarding | adherence | advocacy. +- **channels** – email, sms, push, community, field, telehealth (comma-separated). +- **duration** – 30d | 60d | 90d | custom timeline for the journey. +- **consent-model** – opt-in workflow reference or data policy doc. + +## Workflow +1. **Journey Discovery** – gather patient needs, clinical guidance, and support resources. +2. **Content & Touchpoint Plan** – outline education modules, reminders, escalation cues per stage. +3. **Compliance Layer** – embed consent checkpoints, disclaimers, and escalation procedures. +4. **Enablement Pack** – produce scripts, FAQs, and training notes for CS/field teams. +5. **Measurement Plan** – define KPIs (engagement, adherence, NPS) and reporting cadence. + +## Outputs +- Journey storyboard with touchpoints, messaging, and consent notes. +- Enablement kit (scripts, knowledge base outline, escalation tree). +- Dashboard/analytics spec for monitoring patient engagement + safety signals. + +## Agent/Skill Invocations +- `patient-engagement-program-manager` – leads journey design + enablement. +- `compliance-marketing-director` – validates consent + regulatory requirements. +- `patient-journey-mapping` skill – enforces structure + documentation. +- `regulatory-review-checklist` skill – ensures approvals before launch. + +--- diff --git a/commands/run-compliance-review.md b/commands/run-compliance-review.md new file mode 100644 index 0000000..9a203c7 --- /dev/null +++ b/commands/run-compliance-review.md @@ -0,0 +1,34 @@ +--- +name: run-compliance-review +description: Executes HIPAA/FDA/FTC compliance review for healthcare marketing campaigns. +usage: /healthcare-marketing:run-compliance-review --campaign "Cardio Webinar" --channels email,landing --risk-level moderate +--- + +# Command: run-compliance-review + +## Inputs +- **campaign** – campaign/program identifier or brief ID. +- **channels** – comma-separated list (email, landing, paid, webinar, field, events). +- **risk-level** – low | moderate | high; influences approval path and SLA. +- **claims** – optional file/URL to clinical claims or messaging hierarchy. +- **audience** – providers | payers | patients | mixed. + +## Workflow +1. **Brief Intake** – pull campaign context, creative, data flows, and offer details. +2. **Regulatory Checklist** – evaluate HIPAA, FDA, FTC, regional privacy rules per channel. +3. **Gap Analysis** – flag unsupported claims, consent gaps, or escalation requirements. +4. **Approval Routing** – generate reviewer list (legal, medical, privacy) with tasks + due dates. +5. **Documentation** – log decisions, conditions, and expiration dates in compliance archive. + +## Outputs +- Compliance memo summarizing risks, mitigations, and approvals needed. +- Reviewer task list with due dates and supporting materials. +- Audit-ready packet (evidence, annotated assets, approval history). + +## Agent/Skill Invocations +- `compliance-marketing-director` – leads assessment + escalation. +- `clinical-campaign-strategist` – validates claims vs supporting evidence. +- `compliance-briefing-kit` skill – enforces checklist + 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a/skills/clinical-proof-library/SKILL.md b/skills/clinical-proof-library/SKILL.md new file mode 100644 index 0000000..227d79f --- /dev/null +++ b/skills/clinical-proof-library/SKILL.md @@ -0,0 +1,31 @@ +--- +name: clinical-proof-library +description: Repository blueprint for managing clinical studies, testimonials, and + citations. +--- + +# Clinical Proof Library Skill + +## When to Use +- Supporting marketing claims with evidence during campaigns and approvals. +- Equipping sales/field teams with compliant proof points. +- Preparing board/exec updates that require clinical rigor. + +## Framework +1. **Evidence Catalog** – study summary, indication, patient population, outcomes, risk notes. +2. **Usage Guidelines** – approved claims, prohibited statements, required disclaimers. +3. **Attribution & Citations** – formatting rules, version control, reviewer sign-off. +4. **Access Controls** – who can view/edit, security classifications, audit logs. +5. **Refresh Cadence** – review schedule, owner assignments, trigger events. + +## Templates +- Study summary sheet with key metrics + talking points. +- Claims/statement matrix linking copy to evidence. +- Reviewer checklist for new/updated evidence entries. + +## Tips +- Tag evidence by persona + journey stage to speed campaign assembly. +- Store full-source PDFs + data tables for legal reference. +- Pair with `design-clinical-campaign` and `run-compliance-review` flows. + +--- diff --git a/skills/compliance-briefing-kit/SKILL.md b/skills/compliance-briefing-kit/SKILL.md new file mode 100644 index 0000000..65768bd --- /dev/null +++ b/skills/compliance-briefing-kit/SKILL.md @@ -0,0 +1,30 @@ +--- +name: compliance-briefing-kit +description: Standardized template for campaign compliance intake, reviews, and approvals. +--- + +# Compliance Briefing Kit Skill + +## When to Use +- Kicking off HIPAA/FDA-compliant campaign reviews. +- Preparing legal/medical reviewers with complete context. +- Auditing historical campaigns for documentation completeness. + +## Framework +1. **Campaign Snapshot** – objectives, audiences, channels, timelines, owners. +2. **Data & Consent Map** – data sources, identifiers, consent method, retention policy. +3. **Claims & Evidence** – value propositions, clinical proof, disclaimers, risk statements. +4. **Regulatory Checklist** – HIPAA, FDA (DTC/HCP), FTC, regional privacy, accessibility steps. +5. **Approval Workflow** – reviewers, SLAs, escalation path, expiration date. + +## Templates +- Compliance intake form (fillable PDF/Notion) with required fields. +- Reviewer packet structure (assets, claims, data flows, prior approvals). +- Decision log sheet with timestamps and attachments. + +## Tips +- Require complete claims/evidence attachments before routing to legal. +- Include version history to track copy or asset changes during review. +- Pair with `run-compliance-review` for automated routing + documentation. + +--- diff --git a/skills/patient-journey-mapping/SKILL.md b/skills/patient-journey-mapping/SKILL.md new file mode 100644 index 0000000..e7c1e7e --- /dev/null +++ b/skills/patient-journey-mapping/SKILL.md @@ -0,0 +1,31 @@ +--- +name: patient-journey-mapping +description: Framework for documenting compliant patient journeys with touchpoints, + consent, and escalation paths. +--- + +# Patient Journey Mapping Skill + +## When to Use +- Designing education, onboarding, or adherence programs for patients/caregivers. +- Aligning cross-functional teams on touchpoints, responsibilities, and data handling. +- Preparing regulatory reviews that require end-to-end journey documentation. + +## Framework +1. **Persona Canvas** – demographics, condition, motivators, fears, accessibility needs. +2. **Journey Phases** – awareness, consideration, onboarding, adherence, advocacy with goals + KPIs. +3. **Touchpoint Inventory** – channel, owner, content theme, consent requirements, escalation notes. +4. **Data & Consent Layer** – data collected per touchpoint, retention policy, opt-out mechanism. +5. **Monitoring & Feedback** – metrics, VOC loops, safety/adverse event reporting flows. + +## Templates +- Journey map worksheet (phase, touchpoint, message, KPI, compliance notes). +- Consent + data handling checklist per touchpoint. +- Escalation tree for medical, legal, or support interventions. + +## Tips +- Co-create journeys with clinical + legal reviewers early to reduce rework. +- Include accessibility guidelines (WCAG, language support) in each touchpoint. +- Pair with `orchestrate-patient-journey` for automated journey blueprints. + +--- diff --git a/skills/regulatory-review-checklist/SKILL.md b/skills/regulatory-review-checklist/SKILL.md new file mode 100644 index 0000000..adf6fbe --- /dev/null +++ b/skills/regulatory-review-checklist/SKILL.md @@ -0,0 +1,31 @@ +--- +name: regulatory-review-checklist +description: Step-by-step checklist for routing healthcare marketing assets through + legal, medical, and privacy approvals. +--- + +# Regulatory Review Checklist Skill + +## When to Use +- Launching campaigns or assets that require HIPAA, FDA, or local regulatory approval. +- Auditing existing assets for compliance gaps. +- Training new marketers on required review steps prior to launch. + +## Framework +1. **Pre-Check** – confirm intake form completeness, asset inventory, and claim references. +2. **Reviewer Matrix** – map required reviewers (legal, medical, privacy, compliance, brand) with SLAs. +3. **Asset Checklist** – copy, creative, disclaimers, data flows, tracking tags, localization. +4. **Decision Logging** – capture approvals, conditions, expiration dates, and link to evidence. +5. **Post-Launch Monitoring** – adverse event reporting, change control, re-review triggers. + +## Templates +- Review routing sheet with reviewer roles, due dates, and status. +- Asset checklist spreadsheet covering copy, creative, landing pages, data capture. +- Decision log template for audits and regulator requests. + +## Tips +- Bundle assets into batches (e.g., email + landing + paid ads) to streamline approvals. +- Track expiration dates for approvals tied to clinical evidence updates. +- Pair with `run-compliance-review` and `orchestrate-patient-journey` commands. + +---