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{
"name": "intent-signal-orchestration",
"description": "Intent signal orchestration covering ingestion, prioritization, and activation plays",
"version": "1.0.0",
"author": {
"name": "GTM Agents",
"email": "opensource@intentgpt.ai"
},
"skills": [
"./skills/signal-scoring/SKILL.md",
"./skills/suppression-logic/SKILL.md",
"./skills/outbound-plays/SKILL.md"
],
"agents": [
"./agents/intent-analyst.md",
"./agents/automation-lead.md",
"./agents/sales-liaison.md"
],
"commands": [
"./commands/connect-signals.md",
"./commands/prioritize-accounts.md",
"./commands/trigger-plays.md"
]
}

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README.md Normal file
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# intent-signal-orchestration
Intent signal orchestration covering ingestion, prioritization, and activation plays

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agents/automation-lead.md Normal file
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---
name: automation-lead
description: Orchestrates signal ingestion pipelines, suppression logic, and activation automations across GTM systems.
model: haiku
---
# Automation Lead Agent
## Responsibilities
- Owns the integration fabric between intent sources, data warehouse, MAP, and CRM.
- Designs suppression logic, routing rules, and SLA-aware alerting.
- Maintains monitoring for stale feeds, API failures, or mismatched identifiers.
- Coordinates with RevOps and security to enforce compliance and auditability.
## Workflow
1. **Integration Health Check** verify connectors, service accounts, and data freshness.
2. **Mapping + Governance** align fields, ensure PII handling, and document transformations.
3. **Automation Design** define triggers, branching logic, suppression rules, and fallback paths.
4. **QA & Simulation** test workflows with sandbox data, validate dedupe + sequencing.
5. **Deployment & Monitoring** ship changes, set guardrails, and track drift via dashboards.
## Outputs
- Automation architecture diagrams with signal flow, tools, and owners.
- Playbook of suppression + routing rules for MAP/CRM/webhook automations.
- Incident + maintenance checklist for signal pipelines.
---

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---
name: intent-analyst
description: Normalizes and interprets third-party intent, product usage, and engagement signals to fuel prioritized plays.
model: haiku
---
# Intent Analyst Agent
## Responsibilities
- Connect intent platforms, enrichment vendors, product telemetry, and CRM activity into a unified signal layer.
- Maintain scoring models with recency decay, topic weighting, and persona alignment.
- Flag anomalous spikes, conflicting data, or coverage gaps for remediation.
- Publish scorecards and recommendations for GTM pods.
## Workflow
1. **Source Audit** inventory live feeds (Bombora, G2, website, product, community) and ensure identifiers align.
2. **Normalization** map accounts, contacts, and personas; standardize topic taxonomies; apply dedupe logic.
3. **Scoring Engine** calculate composite intent scores, freshness tiers, and recommended cadences.
4. **Insight Layer** annotate signals with context (topic, trigger, related campaigns) and tag urgency.
5. **Distribution** push curated datasets to automation systems, orchestration commands, and dashboards.
## Outputs
- Signal readiness dashboard (coverage, freshness, anomalies) with play recommendations.
- Account-level signal dossiers highlighting topics, spike timelines, and supporting evidence.
- Alerts + datasets for handoff to `automation-lead` and `sales-liaison` agents.
---

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---
name: sales-liaison
description: Aligns SDR/AE teams with signal-driven plays, ensuring coverage, messaging,
and measurement.
model: sonnet
---
# Sales Liaison Agent
## Responsibilities
- Translate signal intelligence into actionable outreach narratives and task queues.
- Coordinate with SDR/AE managers on capacity, prioritization, and feedback loops.
- Provide enablement snippets (talk tracks, objection handling) tied to signal context.
- Track execution quality and tighten qualification rules based on rep input.
## Workflow
1. **Brief Intake** review prioritized accounts, personas, and trigger summaries from `intent-analyst`.
2. **Play Mapping** assign outreach sequences, executive programs, or ABM touches per signal strength.
3. **Enablement Kit** compile call/email templates, success proof points, and timing tips.
4. **Handoff & Tracking** push tasks to CRM/engagement tools, confirm ownership, monitor SLA adherence.
5. **Feedback Loop** capture outcomes, adjust scoring or playbooks with RevOps + automation teams.
## Outputs
- Sales-ready brief per account (signals, recommended plays, urgency, talk track).
- SLA dashboard for signal-triggered tasks with exception reporting.
- Quarterly signal-to-pipeline report highlighting conversion lift.
---

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---
name: connect-signals
description: Sets up data connections, schemas, and monitoring for intent, product, and engagement feeds.
usage: /intent-signal-orchestration:connect-signals --sources "bombora,g2,product" --accounts enterprise --topics "security,automation"
---
# Command: connect-signals
## Inputs
- **sources** comma-separated list of feeds (bombora, 6sense, g2, product, web, community).
- **accounts** optional filter (enterprise, midmarket, smb) or named account list file.
- **topics** optional topics to whitelist for ingestion.
- **window** lookback period (e.g., 30d) for initial sync.
- **warehouse** destination schema or dataset identifier.
### GTM Agents Pattern & Plan Checklist
> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Signal connection typically runs **pipeline** (inventory → schema → pipelines → quality → activation). If schema mapping + pipeline provisioning run in parallel, document a **diamond** block with merge gate in the plan header.
- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing source inventory, auth, task IDs, dependency graph (data eng, security, RevOps), error handling, and success metrics (freshness, coverage %, SLA compliance).
- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for schema diffs, Context7 for API docs + vendor SLAs, Sequential Thinking for rollout reviews, Playwright for any UI-based connector QA.
- **Guardrails**: Default retry limit = 2 for ingestion failures; escalation ladder = Data Engineer → Intent Analyst → Exec sponsor.
- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before handoff to confirm dependencies + approvals logged.
## Workflow
1. **Inventory & Access** validate API keys, service accounts, and throttling limits per source.
2. **Schema Alignment** map identifiers, normalize fields, and define topic taxonomy.
3. **Pipelines & Storage** configure ingestion jobs, dedupe logic, and retention policies in the warehouse.
4. **Data Quality Gates** set freshness monitors, anomaly detection, and alert routing.
5. **Activation Hooks** expose curated tables/feeds to `prioritize-accounts` and downstream automations.
## Outputs
- Connection manifest with sources, credentials owners, refresh cadence, and SLAs.
- Warehouse schema doc plus sample queries for RevOps/data teams.
- Monitoring dashboard setup instructions + webhook alerts.
- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
## Agent/Skill Invocations
- `intent-analyst` ensures topics + scoring fields align with GTM objectives.
- `automation-lead` configures pipelines and alerting.
- `signal-scoring` skill validates data completeness for scoring weights.
## GTM Agents Safeguards
- **Fallback agents**: document substitutes (e.g., automation-lead covering analyst) when owners unavailable.
- **Escalation triggers**: escalate if freshness SLAs miss twice or security reviews fail; log remediation in plan JSON per GTM Agents rip-cord.
- **Plan maintenance**: update plan JSON/change log whenever sources, schemas, or monitoring thresholds change to maintain audit continuity.
---

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---
name: prioritize-accounts
description: Produces ranked account lists with signal context, coverage gaps, and play recommendations.
usage: /intent-signal-orchestration:prioritize-accounts --segment fintech --tiers 3 --min-score 65
---
# Command: prioritize-accounts
## Inputs
- **segment** optional ICP filter (industry, region, ARR band).
- **tiers** number of tiers to output (default 3).
- **min-score** minimum composite signal score required for inclusion.
- **include-customers** true/false toggle for expansion plays.
- **signals** optional subset of signal types to weigh heavily.
### GTM Agents Pattern & Plan Checklist
> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Prioritization typically runs **pipeline** (score refresh → segmentation → narrative → gap check → activation mapping); if segmentation + narrative analysis run in parallel, document a **diamond** block with merge gate in the plan header.
- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing segments, scoring weights, dependency graph (RevOps, sales, automation), error handling, and success metrics (coverage %, activation lift, SLA on follow-ups).
- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for scoring template diffs, Context7 for ICP documentation, Sequential Thinking for review cadence, Playwright for CRM view QA if applicable.
- **Guardrails**: Default retry limit = 2 for scoring refresh failures; escalation ladder = Intent Analyst → Sales Ops → Exec sponsor.
- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before exporting lists to confirm dependencies + approvals.
## Workflow
1. **Score Refresh** pull latest composite scores from `intent-analyst` datasets and apply decay.
2. **Segmentation & Tiering** bucket accounts by fit + intent score; highlight data sufficiency.
3. **Signal Narrative** summarize top topics, key events, and recency for each tier.
4. **Gap & Risk Check** flag missing personas, conflicting signals, or active suppression rules.
5. **Activation Mapping** recommend plays (ads, SDR outreach, executive program) with owners.
## Outputs
- Tiered account list with score, recency, dominant topics, and recommended plays.
- Coverage gap report (missing contacts, stale data, disqualified signals).
- Export-ready CSV/JSON for CRM or engagement platforms.
- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
## Agent/Skill Invocations
- `intent-analyst` refreshes and validates scoring logic.
- `sales-liaison` reviews activation suggestions and persona coverage.
- `signal-scoring` skill documents weighting logic per tier.
- `suppression-logic` skill ensures risky accounts remain parked.
## GTM Agents Safeguards
- **Fallback agents**: document substitutes (e.g., Sales Ops covering Analyst) when owners unavailable.
- **Escalation triggers**: escalate if coverage gaps exceed threshold twice or suppression logic conflicts; log remediation in plan JSON.
- **Plan maintenance**: update plan JSON/change log when tiers, thresholds, or weighting methodology change.
---

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---
name: trigger-plays
description: Launches multi-channel plays based on live signals with safeguards, SLA tracking, and measurement hooks.
usage: /intent-signal-orchestration:trigger-plays --playbook "executive-briefing" --accounts file://accounts.csv --channels "sales,ads,email"
---
# Command: trigger-plays
## Inputs
- **playbook** required identifier referencing a predefined program (executive-briefing, surge-outreach, nurture-reset).
- **accounts** CSV/JSON path or comma list of account IDs to activate.
- **channels** comma-separated list (sales, ads, email, web, events).
- **signals** optional signal filters or thresholds.
- **suppress** true/false to enforce global suppression logic before triggering.
### GTM Agents Pattern & Plan Checklist
> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Activation typically runs **pipeline** (eligibility → play assembly → channel execution → telemetry → monitoring). If channel execution fan-out is large, log a **fan-out** section with reconverge guardrail in the plan header.
- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing playbook, account set, dependency graph (automation, sales, marketing), error handling, and success metrics (SLA adherence, reply/conversion lift, suppression integrity).
- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for playbook diffs, Context7 for SOPs/runbooks, Sequential Thinking for go/no-go reviews, Playwright for landing page or form QA.
- **Guardrails**: Default retry limit = 2 for failed task pushes or syncs; escalation ladder = Automation Lead → Sales Ops/Marketing Ops → Exec sponsor.
- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before triggering to confirm dependencies, approvals, and suppression compliance.
## Workflow
1. **Eligibility Check** confirm each account meets signal thresholds and is not suppressed.
2. **Play Assembly** map approved accounts to playbook actions, cadences, and owners.
3. **Channel Execution** push tasks to CRM/engagement tools, sync audiences to ads, and schedule nurture branches.
4. **Telemetry Setup** attach UTM parameters, experiment IDs, and success metrics per channel.
5. **Monitoring & Escalation** track SLA adherence, bouncebacks, or conflicts; notify owners when intervention is needed.
## Outputs
- Activation manifest with account, persona, channel, owner, and scheduled date.
- SLA dashboard snapshot plus webhook notifications for go-live.
- Post-play measurement brief template for RevOps + GTM leads.
- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
## Agent/Skill Invocations
- `automation-lead` ensures executions honor routing/suppression rules.
- `sales-liaison` coordinates rep-owned steps.
- `outbound-plays` skill provides channel-specific messaging + cadences.
- `suppression-logic` skill runs compliance + conflict checks.
## GTM Agents Safeguards
- **Fallback agents**: document substitutes (e.g., Sales Liaison covering Automation Lead) when leads unavailable.
- **Escalation triggers**: if SLA breaches occur twice or suppression conflicts trigger, execute GTM Agents rip-cord, halt plays, and log remediation in plan JSON.
- **Plan maintenance**: update plan JSON/change log when playbooks, account lists, or channel mix change to preserve audit traceability.
---

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---
name: outbound-plays
description: Use to craft channel-specific outreach sequences that tie directly to
detected intent signals.
---
# Signal-Aligned Outbound Plays Skill
## When to Use
- Launching targeted SDR/AE campaigns triggered by specific topics or product usage events.
- Coordinating multi-channel waves (email, phone, social, executive outreach) rooted in current buying triggers.
- Ensuring messaging references the exact signals that activated the play.
## Framework
1. **Trigger Mapping** list top signals/topics and the matched play archetype (e.g., “security spike → exec briefing”).
2. **Persona Customization** define copy blocks, value props, and proof points per persona activated by the signal.
3. **Channel Sequencing** outline cadence (email → call → social) with timing guidelines based on signal freshness.
4. **Measurement Plan** capture metrics per channel (reply rate, meeting rate, pipeline impact) and feedback loops.
5. **Escalation Paths** specify when to escalate to exec sponsor, ABM pod, or customer marketing for references.
## Templates
- Trigger-to-play matrix (signal, persona, playbook, assets needed).
- Outreach sequence script referencing signal language and talk tracks.
- Retro doc capturing performance vs control cohorts.
## Tips
- Reference the exact topic or behavior detected in the first touch to prove relevance.
- Pair with `suppression-logic` to avoid conflicting outreach when customer success or support is active.
- Refresh playbooks quarterly to align with evolving product stories and personas.
---

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---
name: signal-scoring
description: Use to design composite intent scoring models with decay, weighting,
and governance.
---
# Signal Scoring Blueprint Skill
## When to Use
- Designing or revising multi-source signal scoring models.
- Auditing why certain accounts jump tiers or stay suppressed.
- Communicating scoring logic to RevOps, sales, and compliance stakeholders.
## Framework
1. **Source Inventory** list each signal type, freshness cadence, coverage %, and reliability.
2. **Weighting Model** assign base weights, adjust for persona relevance, and define topic multipliers.
3. **Decay Curves** set time-based decay (hours/days/weeks) per signal category with thresholds for expiration.
4. **Thresholds & Tiers** document what scores map to activation tiers, nurture status, or executive escalation.
5. **Governance** outline ownership, review cadence, and change management triggers.
## Templates
- Scoring worksheet (source, weight, decay, threshold, notes).
- Tier definition matrix with recommended plays.
- Change log template capturing rationale, data evidence, and approvals.
## Tips
- Blend at least two independent signals before green-lighting high-effort plays.
- Version control your scoring logic and share diffs in RevOps channels.
- Pair with `suppression-logic` to avoid conflicting triggers.
---

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---
name: suppression-logic
description: Use to define guardrails that pause signal-driven plays when accounts
are risky, saturated, or in-flight elsewhere.
---
# Suppression Logic Playbook Skill
## When to Use
- Building global do-not-touch rules shared across marketing, sales, and success workflows.
- Investigating why an account never triggers despite strong intent scores.
- Coordinating with legal, finance, or product teams on sensitive outreach windows.
## Framework
1. **Reason Taxonomy** categorize suppression triggers (legal/compliance, commercial conflicts, lifecycle constraints, technical issues).
2. **Detection Methods** outline data sources and queries that flag each trigger (support tickets, security incidents, open opps, payment status).
3. **Routing & Ownership** assign who can override or expire each suppression (CSM, legal, exec sponsor).
4. **Duration Logic** define cooling periods, review cadences, and auto-expiration rules.
5. **Audit Trail** log change history, approvals, and tie-ins to automation or orchestrator commands.
## Templates
- Suppression matrix (reason, trigger condition, owner, duration, override path).
- Compliance checklist for regulated industries (financial services, healthcare).
- Alert + reporting format for surfaced conflicts.
## Tips
- Mirror CRM/MAP suppression lists to prevent channel drift.
- Create heartbeat alerts when suppression counts spike unexpectedly.
- Pair with `signal-scoring` adjustments so suppressed accounts stop draining rep capacity.
---