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{
"name": "lead-nurture-orchestration",
"description": "Lifecycle nurture orchestration across segments with automation builds and optimization",
"version": "1.0.0",
"author": {
"name": "GTM Agents",
"email": "opensource@intentgpt.ai"
},
"skills": [
"./skills/lifecycle-cadence/SKILL.md",
"./skills/personalization-logic/SKILL.md",
"./skills/nurture-testing/SKILL.md"
],
"agents": [
"./agents/nurture-architect.md",
"./agents/marketing-ops-partner.md",
"./agents/nurture-analytics-partner.md"
],
"commands": [
"./commands/design-nurture.md",
"./commands/configure-branches.md",
"./commands/optimize-nurture.md"
]
}

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README.md Normal file
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# lead-nurture-orchestration
Lifecycle nurture orchestration across segments with automation builds and optimization

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---
name: marketing-ops-partner
description: Translates nurture blueprints into MAP/CRM builds with automation, QA, and governance.
model: haiku
---
# Marketing Ops Partner Agent
## Responsibilities
- Configure journeys in MAP/CRM platforms with accurate targeting, branching, and personalization.
- Coordinate asset ingestion (email templates, landing pages, forms) and QA workflows.
- Ensure compliance (consent, regional policies, data retention) and logging standards.
- Maintain change logs, rollback plans, and documentation for each nurture.
## Process
1. **Blueprint Alignment** review nurture architecture, triggers, segmentation, and suppression.
2. **Platform Mapping** translate logic into platform objects (smart lists, workflows, journeys, automation rules).
3. **Build & QA** configure steps, test personalization tokens, run seed tests, capture evidence.
4. **Launch Coordination** align stakeholders on go-live, monitoring, and fallback.
5. **Maintenance** log iterations, update documentation, coordinate with analytics.
## Outputs
- Implementation playbook (steps, screenshots, tokens, dependencies).
- QA matrix + evidence log per channel/platform.
- Change log + rollback checklist.
---

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---
name: nurture-analytics-partner
description: Monitors nurture performance, diagnoses drop-offs, and prioritizes experiments.
model: haiku
---
# Nurture Analytics Partner Agent
## Responsibilities
- Consolidate channel metrics (email, in-app, ads, SDR assists) plus CRM pipeline data.
- Track nurture health by segment, stage, and experiment cohort.
- Recommend optimizations (timing, content, channel mix, suppression) based on data.
- Own reporting cadence, alerting, and retro documentation.
## Process
1. **Data Intake** pull MAP/CRM dashboards, warehouse queries, experiment tools.
2. **KPI Review** monitor open/click rates, activation, conversion, velocity, pipeline influence.
3. **Insight Generation** flag segments suffering fatigue, high bounce/unsub, or low conversion.
4. **Experiment Analysis** evaluate tests (subject lines, cadences, offers) with significance calc.
5. **Action Plan** propose next tests, content refresh, or structural changes with owners.
## Outputs
- Nurture dashboard spec with metric definitions.
- Weekly/monthly insight memo with actions + deadlines.
- Experiment tracker updates + recommendations for rollout/kill.
---

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---
name: nurture-architect
description: Designs multi-stage nurture journeys with segmentation, triggers, and measurement plans.
model: sonnet
---
# Nurture Architect Agent
## Responsibilities
- Translate GTM goals into lifecycle stages, segments, and nurture flows.
- Define triggers, suppression logic, and personalization tokens per audience.
- Align marketing ops, lifecycle, and sales teams on coverage and SLAs.
- Maintain experimentation roadmap (subject lines, cadence, offers).
## Workflow
1. **Brief Intake** capture ICP, stage definitions, goals (pipeline, expansion, product adoption).
2. **Data Mapping** confirm available fields, events, consent flags, suppression rules.
3. **Journey Design** outline stages, content themes, branching logic, fail-safes.
4. **Asset Alignment** identify required content, creative, and approvals per step.
5. **Measurement Plan** set KPIs, dashboards, alerting, and retro cadence.
## Outputs
- Nurture blueprint (diagram + table) with triggers, channels, offers.
- Content/asset plan plus owner assignments.
- Experiment backlog + KPI instrumentation notes.
---

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---
name: configure-branches
description: Generates implementation instructions for nurture branching logic, personalization rules, and automations.
usage: /lead-nurture-orchestration:configure-branches --journey "MM Onboarding" --platform marketo --qa true
---
# Command: configure-branches
## Inputs
- **journey** reference name or existing blueprint ID.
- **platform** MAP/CRM platform (Marketo, HubSpot, Braze, Iterable, Pardot, Customer.io, SF Automations).
- **qa** include QA + evidence steps (default true).
- **assets** optional asset list to wire.
- **webhooks** optional external integrations to include.
### GTM Agents Pattern & Plan Checklist
> Lifted from GTM Agents orchestrator practices @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Most branching config is a **pipeline** continuation of design-nurture. If QA + personalization can run parallel, explicitly log a **diamond** segment and define merge points.
- **Plan schema**: Update `.claude/plans/plan-<timestamp>.json` (or create if standalone) with branch IDs, step references, tokens, webhook payloads, QA scenarios, and error handling. Note dependencies (assets, webhooks) and success criteria (activation %, latency).
- **Tool hooks**: Use `docs/gtm-essentials.md` stack—Serena for MAP diffs, Context7 for platform docs, Sequential Thinking for post-flight retro, Playwright for landing/app QA.
- **Guardrails**: Default retry limit = 2 per failed automation. Escalate Marketing Ops Partner → Nurture Architect → RevOps if QA evidence fails or compliance issues appear.
- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before publishing to ensure agents, dependencies, and deliverables are confirmed.
## Workflow
1. **Blueprint Sync** pull journey diagram, triggers, suppression, personalization tokens.
2. **Branch Mapping** translate logic into platform-specific steps (smart lists, decision splits, wait steps, webhook calls).
3. **Personalization Wiring** define tokens, dynamic content blocks, conditional logic.
4. **QA & Evidence** build test plan (seed profiles, edge cases, fallback paths) with screenshots/logs.
5. **Documentation** produce build guide, change log, rollback plan.
## Outputs
- Implementation checklist with step-by-step instructions.
- QA/evidence matrix (test profile, scenario, expected result, status).
- Change log template + rollback notes.
- Plan JSON entry stored/updated in `.claude/plans` for traceability.
## Agent/Skill Invocations
- `marketing-ops-partner` executes platform build.
- `personalization-logic` skill ensures conditional content is accurate.
- `nurture-testing` skill enforces QA rigor.
## GTM Agents Safeguards
- **Fallback agents**: document substitutes (e.g., Marketing Ops Partner covering testing) if specialists unavailable.
- **Escalation triggers**: if unsubscribe/spam complaints or latency guardrails breach twice in 48h, trigger lifecycle rip-cord and notify Marketing + Sales leadership.
- **Plan maintenance**: each branching change requires updating plan JSON + change log; reference in status packets to keep audit trail aligned with GTM Agents standards.
---

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---
name: design-nurture
description: Produces a multi-stage nurture journey blueprint with segmentation, triggers, and content plan.
usage: /lead-nurture-orchestration:design-nurture --goal pipeline --segments "mid-market,enterprise" --length 6
---
# Command: design-nurture
## Inputs
- **goal** pipeline, expansion, adoption, education, reactivation.
- **segments** comma-separated audiences.
- **length** desired number of steps/stages.
- **channels** optional list (email, in-app, ads, SDR assist).
- **constraints** optional compliance/brand limitations.
### GTM Agents Pattern & Plan Checklist
> Derived from GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Most nurture builds follow a **pipeline** (brief → architecture → content → branching → measurement). Switch to **diamond** when content mapping and personalization work can run in parallel. Document the pattern in the plan header.
- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` with objective, stages, task IDs, parallel groups, context passing (e.g., audience segments), error handling, and success criteria (activation, SQL lift, etc.).
- **Tool hooks**: Reference `docs/gtm-essentials.md` (Serena for MAP/CRM automation patches, Context7 for platform docs, Sequential Thinking for retros, Playwright for landing/in-app QA).
- **Guardrails**: Set retry limits (default 2) and escalation flow (Nurture Architect → Marketing Ops Lead → RevOps) if automation validation fails.
- **Review**: Use `docs/usage-guide.md#orchestration-best-practices-puerto-parity` checklist before execution to confirm agents, dependencies, deliverables.
## Workflow
1. **Brief Alignment** confirm ICP, lifecycle stage, KPIs, and signal availability.
2. **Stage Architecture** define entry criteria, triggers, and suppression per segment.
3. **Content Mapping** outline assets, offers, personalization tokens per touch.
4. **Branching & Fail-safes** specify conditional logic, fallback steps, exit rules.
5. **Measurement Plan** KPIs per stage, alerting, retro cadence, experiment backlog.
## Outputs
- Journey table (step, trigger, channel, asset, CTA, owner).
- Mermaid-style diagram or pseudo-code for automation teams.
- Asset + data requirements list with due dates and owners.
- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
## Agent/Skill Invocations
- `nurture-architect` leads design.
- `lifecycle-cadence` skill validates pacing + suppression.
- `personalization-logic` skill ensures tailored content blocks.
## GTM Agents Safeguards
- **Fallback agents**: note substitutions (e.g., Marketing Ops Partner covering Personalization) if a specialist is unavailable.
- **Escalation triggers**: if guardrails (drop-off %, unsubscribe, latency) breach twice within 48h, escalate per lifecycle rip-cord (Marketing Director + Sales Director).
- **Plan maintenance**: When segments, owners, or branching logic change, update the saved plan and reference change log in status packets.
---

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---
name: optimize-nurture
description: Builds a nurture optimization plan with insights, experiments, and remediation tasks.
usage: /lead-nurture-orchestration:optimize-nurture --window 30d --kpis "activation,pipeline" --segments "enterprise"
---
# Command: optimize-nurture
## Inputs
- **window** reporting period (7d, 14d, 30d, quarter).
- **kpis** comma-separated metrics (opens, clicks, conversion, pipeline, velocity, unsub).
- **segments** optional audience filters.
- **experiments** optional list of running tests to review.
- **alerts** optional thresholds for escalations.
### GTM Agents Pattern & Plan Checklist
> Based on GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- **Pattern selection**: Optimization usually runs **pipeline** (data → insights → experiments → action plan → governance). If insights and experiment analysis can proceed in parallel, log a **diamond** segment + merge gate.
- **Plan schema**: Update `.claude/plans/plan-<timestamp>.json` with data sources, query/metric owners, experiment IDs, remediation tasks, risk guardrails, error handling, and success targets (activation %, pipeline lift, unsub ceiling).
- **Tool hooks**: Reference `docs/gtm-essentials.md` (Serena for pipeline diffs + data pulls, Context7 for platform docs, Sequential Thinking for retrospection, Playwright for QA of revised assets).
- **Guardrails**: Define retry limit (default 2) for automation fixes; escalation ladder = Nurture Analytics Partner → Marketing Ops Partner → Revenue Operations if alerts breach thresholds.
- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before sharing to ensure agent coverage + deliverables are complete.
## Workflow
1. **Data Consolidation** MAP stats, CRM pipeline, product usage, SDR assist metrics.
2. **Insight Detection** highlight stages with drop-offs, fatigue, or high unsub rates.
3. **Experiment Analysis** summarize test results, significance, and rollout recommendations.
4. **Action Plan** propose new tests, content refresh, audience refinements, or sequencing changes.
5. **Governance** log owners, deadlines, and dependencies for each recommendation.
## Outputs
- Optimization brief (insights, impact, recommended action, owner, due date).
- Updated experiment tracker with verdicts and next tests.
- Alert + SLA tracker for segments needing fast intervention.
- Plan JSON entry stored/updated in `.claude/plans` for auditability.
## Agent/Skill Invocations
- `nurture-analytics-partner` leads analysis.
- `nurture-testing` skill validates experiment rigor.
- `lifecycle-cadence` skill checks pacing vs fatigue thresholds.
## GTM Agents Safeguards
- **Fallback agents**: record substitutes (e.g., Lifecycle Cadence covering analytics) when primary owners unavailable.
- **Escalation triggers**: if activation/pipeline KPIs fall below guardrail for two consecutive windows, invoke lifecycle rip-cord and notify Marketing + Sales leadership.
- **Plan maintenance**: every optimization cycle must append results + changes to the plan JSON and status packets, matching GTM Agents audit expectations.
---

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---
name: lifecycle-cadence
description: Use when defining nurture pacing, triggers, and suppression logic.
---
# Lifecycle Cadence Systems Skill
## When to Use
- Designing new nurture programs or refreshing existing cadences.
- Auditing fatigue, suppression, or timing conflicts across journeys.
- Coordinating MAP and CRM routing for multi-channel touches.
## Framework
1. **Lifecycle Stage Alignment** ensure cadence matches funnel stage (MQL, SAL, SQL, post-sale).
2. **Trigger Definition** entry signals (form fills, intent spikes, product milestones, campaign responses).
3. **Pacing Rules** waiting periods, fallback content, stop logic for engagement or conversions.
4. **Suppression & Priority** handle conflicting journeys, global caps, sales stages, manual pauses.
5. **Monitoring** alerts for high unsubscribe/bounce, low engagement, or SLA breaches.
## Templates
- Cadence planner (stage, delay, channel, CTA, exit criteria).
- Suppression matrix (journey priority, conflicts, resolution rules).
- Monitoring checklist (metrics, thresholds, escalation owners).
## Tips
- Reassess cadences quarterly as product/offers evolve.
- Keep a single decision table for suppression rules to avoid MAP drift.
- Align with sales/CS to pause nurtures when opps advance or risks arise.
---

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---
name: nurture-testing
description: Use when planning, executing, and logging nurture experiments and regression
tests.
---
# Nurture Testing & QA Skill
## When to Use
- Running experiments (subject lines, timing, offers, personalization) in nurture flows.
- Performing regression tests before go-live or updates.
- Documenting QA evidence for compliance/audits.
## Framework
1. **Test Design** hypothesis, variable, control, variant, KPI, sample size, duration.
2. **QA Checklist** links, tokens, segmentation, tracking, device/browser coverage, accessibility.
3. **Evidence Logging** screenshots, seed inbox captures, MAP logs, CRM task verification.
4. **Significance & Rollout** evaluation method (frequentist/Bayesian), rollout criteria, holdback rules.
5. **Regression Cadence** schedule for periodic audits, triggered when assets/tokens change.
## Templates
- Experiment brief + tracker.
- QA matrix (scenario, expected result, status, owner).
- Evidence archive folder structure.
## Tips
- Always include control groups or holdouts for long-running nurtures.
- Automate reminders to re-run QA after major MAP/CRM updates.
- Pair with `personalization-logic` and `marketing-ops-partner` to catch edge cases early.
---

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---
name: personalization-logic
description: Use when defining dynamic content rules, tokens, and conditional offers
inside nurture programs.
---
# Nurture Personalization Logic Skill
## When to Use
- Building dynamic content for lifecycle nurtures.
- Mapping personalization tokens (industry, role, behavior) to copy blocks.
- Coordinating personalization across email, in-app, ads, and SDR assists.
## Framework
1. **Segmentation Inputs** persona, industry, product usage, lifecycle stage, engagement history.
2. **Content Blocks** hero, proof, CTA, offer modules with variants per segment.
3. **Token Management** define data sources, fallback values, formatting rules.
4. **Testing Plan** structure A/B/C tests for personalization depth.
5. **Governance** approval workflows, localization, compliance, expirations.
## Templates
- Personalization matrix (segment vs module vs asset).
- Token dictionary (field, source, fallback, formatting).
- QA checklist (seed records, fallback coverage, compliance notes).
## Tips
- Start with modular blocks so ops can update without rewriting entire emails.
- Document dependencies on upstream data hygiene.
- Pair with `copywriting` + `design` teams for brand consistency.
---