3.2 KiB
3.2 KiB
name, description, usage
| name | description | usage |
|---|---|---|
| prioritize-accounts | Produces ranked account lists with signal context, coverage gaps, and play recommendations. | /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>.jsoncapturing 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.mdstack—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-paritybefore exporting lists to confirm dependencies + approvals.
Workflow
- Score Refresh – pull latest composite scores from
intent-analystdatasets and apply decay. - Segmentation & Tiering – bucket accounts by fit + intent score; highlight data sufficiency.
- Signal Narrative – summarize top topics, key events, and recency for each tier.
- Gap & Risk Check – flag missing personas, conflicting signals, or active suppression rules.
- 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/plansfor audit trail.
Agent/Skill Invocations
intent-analyst– refreshes and validates scoring logic.sales-liaison– reviews activation suggestions and persona coverage.signal-scoringskill – documents weighting logic per tier.suppression-logicskill – 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.