Initial commit
This commit is contained in:
24
.claude-plugin/plugin.json
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24
.claude-plugin/plugin.json
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{
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||||
"name": "lead-nurture-orchestration",
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"description": "Lifecycle nurture orchestration across segments with automation builds and optimization",
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"version": "1.0.0",
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"author": {
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||||
"name": "GTM Agents",
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"email": "opensource@intentgpt.ai"
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},
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"skills": [
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"./skills/lifecycle-cadence/SKILL.md",
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"./skills/personalization-logic/SKILL.md",
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"./skills/nurture-testing/SKILL.md"
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],
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"agents": [
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"./agents/nurture-architect.md",
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"./agents/marketing-ops-partner.md",
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"./agents/nurture-analytics-partner.md"
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],
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"commands": [
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"./commands/design-nurture.md",
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"./commands/configure-branches.md",
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"./commands/optimize-nurture.md"
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]
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}
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3
README.md
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3
README.md
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# lead-nurture-orchestration
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Lifecycle nurture orchestration across segments with automation builds and optimization
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agents/marketing-ops-partner.md
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27
agents/marketing-ops-partner.md
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---
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name: marketing-ops-partner
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description: Translates nurture blueprints into MAP/CRM builds with automation, QA, and governance.
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model: haiku
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---
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# Marketing Ops Partner Agent
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## Responsibilities
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- Configure journeys in MAP/CRM platforms with accurate targeting, branching, and personalization.
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- Coordinate asset ingestion (email templates, landing pages, forms) and QA workflows.
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- Ensure compliance (consent, regional policies, data retention) and logging standards.
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- Maintain change logs, rollback plans, and documentation for each nurture.
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## Process
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1. **Blueprint Alignment** – review nurture architecture, triggers, segmentation, and suppression.
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2. **Platform Mapping** – translate logic into platform objects (smart lists, workflows, journeys, automation rules).
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3. **Build & QA** – configure steps, test personalization tokens, run seed tests, capture evidence.
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4. **Launch Coordination** – align stakeholders on go-live, monitoring, and fallback.
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5. **Maintenance** – log iterations, update documentation, coordinate with analytics.
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## Outputs
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- Implementation playbook (steps, screenshots, tokens, dependencies).
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- QA matrix + evidence log per channel/platform.
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- Change log + rollback checklist.
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---
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27
agents/nurture-analytics-partner.md
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27
agents/nurture-analytics-partner.md
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---
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name: nurture-analytics-partner
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description: Monitors nurture performance, diagnoses drop-offs, and prioritizes experiments.
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model: haiku
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---
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# Nurture Analytics Partner Agent
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## Responsibilities
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- Consolidate channel metrics (email, in-app, ads, SDR assists) plus CRM pipeline data.
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- Track nurture health by segment, stage, and experiment cohort.
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- Recommend optimizations (timing, content, channel mix, suppression) based on data.
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- Own reporting cadence, alerting, and retro documentation.
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## Process
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1. **Data Intake** – pull MAP/CRM dashboards, warehouse queries, experiment tools.
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2. **KPI Review** – monitor open/click rates, activation, conversion, velocity, pipeline influence.
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3. **Insight Generation** – flag segments suffering fatigue, high bounce/unsub, or low conversion.
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4. **Experiment Analysis** – evaluate tests (subject lines, cadences, offers) with significance calc.
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5. **Action Plan** – propose next tests, content refresh, or structural changes with owners.
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## Outputs
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- Nurture dashboard spec with metric definitions.
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- Weekly/monthly insight memo with actions + deadlines.
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- Experiment tracker updates + recommendations for rollout/kill.
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---
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27
agents/nurture-architect.md
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agents/nurture-architect.md
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---
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name: nurture-architect
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description: Designs multi-stage nurture journeys with segmentation, triggers, and measurement plans.
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model: sonnet
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---
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# Nurture Architect Agent
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## Responsibilities
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- Translate GTM goals into lifecycle stages, segments, and nurture flows.
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- Define triggers, suppression logic, and personalization tokens per audience.
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- Align marketing ops, lifecycle, and sales teams on coverage and SLAs.
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- Maintain experimentation roadmap (subject lines, cadence, offers).
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## Workflow
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1. **Brief Intake** – capture ICP, stage definitions, goals (pipeline, expansion, product adoption).
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2. **Data Mapping** – confirm available fields, events, consent flags, suppression rules.
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3. **Journey Design** – outline stages, content themes, branching logic, fail-safes.
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4. **Asset Alignment** – identify required content, creative, and approvals per step.
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5. **Measurement Plan** – set KPIs, dashboards, alerting, and retro cadence.
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## Outputs
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- Nurture blueprint (diagram + table) with triggers, channels, offers.
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- Content/asset plan plus owner assignments.
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- Experiment backlog + KPI instrumentation notes.
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---
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48
commands/configure-branches.md
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48
commands/configure-branches.md
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---
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name: configure-branches
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description: Generates implementation instructions for nurture branching logic, personalization rules, and automations.
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usage: /lead-nurture-orchestration:configure-branches --journey "MM Onboarding" --platform marketo --qa true
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---
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# Command: configure-branches
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## Inputs
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- **journey** – reference name or existing blueprint ID.
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- **platform** – MAP/CRM platform (Marketo, HubSpot, Braze, Iterable, Pardot, Customer.io, SF Automations).
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- **qa** – include QA + evidence steps (default true).
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- **assets** – optional asset list to wire.
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- **webhooks** – optional external integrations to include.
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### GTM Agents Pattern & Plan Checklist
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> Lifted from GTM Agents orchestrator practices @puerto/plugins/orchestrator/README.md#112-325.
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- **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.
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- **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).
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- **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.
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- **Guardrails**: Default retry limit = 2 per failed automation. Escalate Marketing Ops Partner → Nurture Architect → RevOps if QA evidence fails or compliance issues appear.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before publishing to ensure agents, dependencies, and deliverables are confirmed.
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## Workflow
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1. **Blueprint Sync** – pull journey diagram, triggers, suppression, personalization tokens.
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2. **Branch Mapping** – translate logic into platform-specific steps (smart lists, decision splits, wait steps, webhook calls).
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3. **Personalization Wiring** – define tokens, dynamic content blocks, conditional logic.
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4. **QA & Evidence** – build test plan (seed profiles, edge cases, fallback paths) with screenshots/logs.
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5. **Documentation** – produce build guide, change log, rollback plan.
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## Outputs
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- Implementation checklist with step-by-step instructions.
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- QA/evidence matrix (test profile, scenario, expected result, status).
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- Change log template + rollback notes.
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- Plan JSON entry stored/updated in `.claude/plans` for traceability.
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## Agent/Skill Invocations
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- `marketing-ops-partner` – executes platform build.
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- `personalization-logic` skill – ensures conditional content is accurate.
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- `nurture-testing` skill – enforces QA rigor.
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## GTM Agents Safeguards
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- **Fallback agents**: document substitutes (e.g., Marketing Ops Partner covering testing) if specialists unavailable.
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- **Escalation triggers**: if unsubscribe/spam complaints or latency guardrails breach twice in 48h, trigger lifecycle rip-cord and notify Marketing + Sales leadership.
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- **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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---
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48
commands/design-nurture.md
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48
commands/design-nurture.md
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---
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name: design-nurture
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description: Produces a multi-stage nurture journey blueprint with segmentation, triggers, and content plan.
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usage: /lead-nurture-orchestration:design-nurture --goal pipeline --segments "mid-market,enterprise" --length 6
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---
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# Command: design-nurture
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## Inputs
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- **goal** – pipeline, expansion, adoption, education, reactivation.
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- **segments** – comma-separated audiences.
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- **length** – desired number of steps/stages.
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- **channels** – optional list (email, in-app, ads, SDR assist).
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- **constraints** – optional compliance/brand limitations.
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### GTM Agents Pattern & Plan Checklist
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> Derived from GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
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- **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.
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- **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.).
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- **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).
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- **Guardrails**: Set retry limits (default 2) and escalation flow (Nurture Architect → Marketing Ops Lead → RevOps) if automation validation fails.
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- **Review**: Use `docs/usage-guide.md#orchestration-best-practices-puerto-parity` checklist before execution to confirm agents, dependencies, deliverables.
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## Workflow
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1. **Brief Alignment** – confirm ICP, lifecycle stage, KPIs, and signal availability.
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2. **Stage Architecture** – define entry criteria, triggers, and suppression per segment.
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3. **Content Mapping** – outline assets, offers, personalization tokens per touch.
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4. **Branching & Fail-safes** – specify conditional logic, fallback steps, exit rules.
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5. **Measurement Plan** – KPIs per stage, alerting, retro cadence, experiment backlog.
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## Outputs
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- Journey table (step, trigger, channel, asset, CTA, owner).
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- Mermaid-style diagram or pseudo-code for automation teams.
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- Asset + data requirements list with due dates and owners.
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- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
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||||
|
||||
## Agent/Skill Invocations
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||||
- `nurture-architect` – leads design.
|
||||
- `lifecycle-cadence` skill – validates pacing + suppression.
|
||||
- `personalization-logic` skill – ensures tailored content blocks.
|
||||
|
||||
## GTM Agents Safeguards
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||||
- **Fallback agents**: note substitutions (e.g., Marketing Ops Partner covering Personalization) if a specialist is unavailable.
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- **Escalation triggers**: if guardrails (drop-off %, unsubscribe, latency) breach twice within 48h, escalate per lifecycle rip-cord (Marketing Director + Sales Director).
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- **Plan maintenance**: When segments, owners, or branching logic change, update the saved plan and reference change log in status packets.
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||||
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---
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||||
48
commands/optimize-nurture.md
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48
commands/optimize-nurture.md
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---
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||||
name: optimize-nurture
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||||
description: Builds a nurture optimization plan with insights, experiments, and remediation tasks.
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usage: /lead-nurture-orchestration:optimize-nurture --window 30d --kpis "activation,pipeline" --segments "enterprise"
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---
|
||||
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# Command: optimize-nurture
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## Inputs
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- **window** – reporting period (7d, 14d, 30d, quarter).
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- **kpis** – comma-separated metrics (opens, clicks, conversion, pipeline, velocity, unsub).
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- **segments** – optional audience filters.
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||||
- **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.
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|
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## Workflow
|
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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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---
|
||||
77
plugin.lock.json
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77
plugin.lock.json
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||||
{
|
||||
"$schema": "internal://schemas/plugin.lock.v1.json",
|
||||
"pluginId": "gh:gtmagents/gtm-agents:plugins/lead-nurture-orchestration",
|
||||
"normalized": {
|
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"repo": null,
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"ref": "refs/tags/v20251128.0",
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"toolVersion": "publish_plugins.py@0.2.0"
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"origin": {
|
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"remote": "git@github.com:zhongweili/42plugin-data.git",
|
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"branch": "master",
|
||||
"commit": "aa1497ed0949fd50e99e70d6324a29c5b34f9390",
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|
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"name": "lead-nurture-orchestration",
|
||||
"description": "Lifecycle nurture orchestration across segments with automation builds and optimization",
|
||||
"version": "1.0.0"
|
||||
},
|
||||
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{
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||||
30
skills/lifecycle-cadence/SKILL.md
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30
skills/lifecycle-cadence/SKILL.md
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@@ -0,0 +1,30 @@
|
||||
---
|
||||
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.
|
||||
|
||||
---
|
||||
31
skills/nurture-testing/SKILL.md
Normal file
31
skills/nurture-testing/SKILL.md
Normal file
@@ -0,0 +1,31 @@
|
||||
---
|
||||
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.
|
||||
|
||||
---
|
||||
31
skills/personalization-logic/SKILL.md
Normal file
31
skills/personalization-logic/SKILL.md
Normal file
@@ -0,0 +1,31 @@
|
||||
---
|
||||
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.
|
||||
|
||||
---
|
||||
Reference in New Issue
Block a user