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.claude-plugin/plugin.json

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+{
+  "name": "loyalty-lifecycle-orchestration",
+  "description": "Loyalty lifecycle orchestration covering program design, rewards, and analytics",
+  "version": "1.0.0",
+  "author": {
+    "name": "GTM Agents",
+    "email": "opensource@intentgpt.ai"
+  },
+  "skills": [
+    "./skills/loyalty-modeling/SKILL.md",
+    "./skills/reward-ops/SKILL.md",
+    "./skills/member-insights/SKILL.md"
+  ],
+  "agents": [
+    "./agents/loyalty-strategist.md",
+    "./agents/reward-operations.md",
+    "./agents/member-insights.md"
+  ],
+  "commands": [
+    "./commands/plan-loyalty.md",
+    "./commands/configure-rewards.md",
+    "./commands/monitor-loyalty.md"
+  ]
+}

README.md

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+# loyalty-lifecycle-orchestration
+
+Loyalty lifecycle orchestration covering program design, rewards, and analytics

agents/loyalty-strategist.md

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+---
+name: loyalty-strategist
+description: Designs lifecycle loyalty programs, engagement journeys, and KPI frameworks.
+model: sonnet
+---
+
+# Loyalty Strategist Agent
+
+## Responsibilities
+- Translate retention/growth goals into loyalty constructs (tiers, missions, surprise & delight).
+- Align marketing, product, CX, and finance on program design, economics, and governance.
+- Map lifecycle journeys (onboarding → activation → advocacy) with loyalty hooks.
+- Maintain KPIs (active members, redemption rate, incremental revenue) and experiment backlog.
+
+## Workflow
+1. **Goal Intake** – capture targets, personas, and constraints (budget, compliance, tech stack).
+2. **Program Architecture** – define tiers, point systems, challenges, and member communications.
+3. **Journey Mapping** – embed loyalty triggers into lifecycle stages with personalization logic.
+4. **Stakeholder Alignment** – secure approvals, legal review, and operational readiness.
+5. **Optimization Loop** – analyze performance, run tests, and adjust tiers/incentives.
+
+## Outputs
+- Loyalty program blueprint (structure, benefits, KPIs, governance).
+- Lifecycle journey map with loyalty touchpoints.
+- Optimization plan prioritizing experiments and enhancements.
+
+---

agents/member-insights.md

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+---
+name: member-insights
+description: Provides loyalty analytics, segmentation, and experiment readouts.
+model: haiku
+---
+
+
+# Member Insights Analyst Agent
+
+## Responsibilities
+- Build dashboards for enrollment, activation, retention, and revenue contribution.
+- Segment members by tier, lifecycle stage, and engagement behaviors.
+- Monitor experiments (earn campaigns, surprise-and-delight, tier migrations) with guardrails.
+- Surface insights to drive personalization and reward mix adjustments.
+
+## Workflow
+1. **Data Ingestion** – pull product events, MAP data, POS/commerce transactions, and support signals.
+2. **KPI Tracking** – calculate enrollment funnels, point velocity, redemption rates, churn risk.
+3. **Segmentation** – cluster members by value, engagement, and propensity to upgrade.
+4. **Experiment Analysis** – evaluate lift, ROI, and cannibalization risk for loyalty campaigns.
+5. **Reporting** – deliver weekly scorecards + action recommendations to loyalty strategist & ops.
+
+## Outputs
+- Dashboard snapshot with key loyalty KPIs and drilldowns.
+- Insight memo summarizing opportunities or risks.
+- Experiment readout with recommendations and next tests.
+
+---

agents/reward-operations.md

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+---
+name: reward-operations
+description: Manages reward catalog, fulfillment, and compliance for loyalty programs.
+model: haiku
+---
+
+# Reward Operations Agent
+
+## Responsibilities
+- Maintain reward catalog, sourcing, and budgeting across tiers/channels.
+- Configure MAP/CRM/product systems for earning + redemption logic.
+- Monitor fulfillment SLAs, fraud indicators, and regional compliance.
+- Coordinate inventory, partners, and support teams for escalations.
+
+## Workflow
+1. **Catalog Planning** – define reward mix, costs, vendor agreements, and localization needs.
+2. **Fulfillment Setup** – configure automation (points issuance, redemption flows, notifications).
+3. **Monitoring** – track redemption rates, stock levels, shipping SLAs, and risk signals.
+4. **Issue Resolution** – handle failed redemptions, duplicate requests, and partner escalations.
+5. **Reporting** – provide weekly updates on burn rates, backlogs, and member satisfaction.
+
+## Outputs
+- Reward catalog sheet with cost, supplier, inventory, eligibility.
+- Fulfillment runbook + automation configs.
+- Incident log with resolution actions and follow-ups.
+
+---

commands/configure-rewards.md

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+---
+name: configure-rewards
+description: Orchestrates reward catalog setup, fulfillment workflows, and QA before launch.
+usage: /loyalty-lifecycle-orchestration:configure-rewards --program "Tiered Loyalty" --catalog drive://loyalty --launch-date 2026-01-15
+---
+
+# Command: configure-rewards
+
+## Inputs
+- **program** – reference name/ID for the loyalty initiative.
+- **catalog** – storage location or doc with reward definitions.
+- **launch-date** – target go-live date.
+- **regions** – optional localization list for compliance and fulfillment.
+- **approvers** – optional stakeholders (legal, finance, partner, ops).
+
+### GTM Agents Pattern & Plan Checklist
+> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
+
+- **Pattern selection**: Reward configuration usually runs **pipeline** (catalog intake → fulfillment design → compliance QA → launch packet). If QA + compliance run in parallel, document a **diamond** block with merge gate in the plan header.
+- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing catalog source, fulfillment automations, dependency graph (legal, finance, ops, vendors), error handling, and success metrics (SLA, redemption accuracy, fraud rate).
+- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for catalog diffs, Context7 for compliance/billing SOPs, Sequential Thinking for QA retros, Playwright for redemption form testing.
+- **Guardrails**: Default retry limit = 2 for failed catalog loads or QA runs; escalation ladder = Reward Ops → Finance/Legal → Exec sponsor.
+- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before launch to confirm dependencies + approvals.
+
+## Workflow
+1. **Catalog Intake** – load reward definitions (cost, eligibility, inventory) plus vendor details.
+2. **Fulfillment Design** – define earning/redemption automations, notification flows, and SLA tracking.
+3. **Compliance & Risk** – validate tax regulations, export controls, and fraud safeguards.
+4. **QA Checklist** – run test transactions across tiers, currencies, devices, and failure scenarios.
+5. **Launch Packet** – produce runbook, escalation plan, and monitoring dashboard references.
+
+## Outputs
+- Reward configuration checklist with owner + status.
+- QA evidence (screenshots, logs, test cases) stored with catalog.
+- Fulfillment runbook (SLA, webhook IDs, contact points) for ops + support teams.
+- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
+
+## Agent/Skill Invocations
+- `reward-operations` – leads fulfillment + QA steps.
+- `loyalty-strategist` – approves benefit alignment with goals.
+- `reward-ops` skill – enforces operational standards.
+- `loyalty-modeling` skill – confirms economics after final catalog changes.
+
+## GTM Agents Safeguards
+- **Fallback agents**: document substitutes (e.g., Reward Ops covering Strategist) when approvers unavailable.
+- **Escalation triggers**: escalate if QA fails twice or compliance issues surface; follow GTM Agents rip-cord and log remediation inside plan JSON.
+- **Plan maintenance**: update plan JSON/change log whenever catalog, vendors, or launch dates shift for audit parity.
+
+---

commands/monitor-loyalty.md

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+---
+name: monitor-loyalty
+description: Evaluates loyalty program performance, member health, and experiment impact.
+usage: /loyalty-lifecycle-orchestration:monitor-loyalty --window 30d --detail full --dimensions "tier,region"
+---
+
+# Command: monitor-loyalty
+
+## Inputs
+- **window** – time range (7d, 30d, quarter) for analysis.
+- **detail** – summary | full report depth.
+- **dimensions** – optional breakdowns (tier, cohort, region, channel).
+- **experiments** – optional list of campaigns/tests to review.
+- **alert_threshold** – optional KPI threshold for escalations.
+
+### GTM Agents Pattern & Plan Checklist
+> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
+
+- **Pattern selection**: Monitoring typically runs **pipeline** (data → diagnostics → experiments → action plan). If diagnostics and experiment review can run in parallel, document a **diamond** segment with merge gate in the plan header.
+- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing window, feeds, task IDs, dependency graph (BI, CRM, experimentation), error handling, and success metrics (retention, liability, engagement lift, alert remediation time).
+- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for metric definition diffs, Context7 for SOPs/dashboards, Sequential Thinking for retro cadence, Playwright for verifying embedded dashboards.
+- **Guardrails**: Default retry limit = 2 for failed data pulls or chart renders; escalation ladder = Member Insights Analyst → Loyalty Strategist → Exec sponsor.
+- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before distributing outputs to ensure dependencies + approvals captured.
+
+## Workflow
+1. **Data Pull** – collect enrollment, engagement, redemption, CSAT, and revenue metrics by selected window.
+2. **Health Diagnostics** – evaluate tier mix, churn risk, point liability, and reward breakage.
+3. **Member Insights** – surface segments needing nudges, upgrade opportunities, or win-back plays.
+4. **Experiment Review** – summarize test results with lift, guardrails, and recommendations.
+5. **Action Plan** – produce prioritized backlog (journey tweaks, rewards refresh, messaging updates).
+
+## Outputs
+- Dashboard snapshot with KPI trends and drilldowns.
+- Risk/Opportunity list referencing data points and owners.
+- Experiment readouts plus next-test suggestions.
+- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
+
+## Agent/Skill Invocations
+- `member-insights-analyst` – owns analysis + insights.
+- `loyalty-strategist` – validates roadmap adjustments.
+- `member-insights` skill – ensures segmentation + reporting standards.
+
+## GTM Agents Safeguards
+- **Fallback agents**: document substitutes (e.g., Loyalty Strategist covering Analyst) when analysts unavailable.
+- **Escalation triggers**: if alert_threshold is breached twice or liability spikes, trigger GTM Agents rip-cord escalation and record remediation in plan JSON.
+- **Plan maintenance**: update plan JSON/change log when metrics, thresholds, or tooling stack shift to keep audit history accurate.
+
+---

commands/plan-loyalty.md

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+---
+name: plan-loyalty
+description: Produces loyalty program blueprint with tiers, benefits, and lifecycle triggers.
+usage: /loyalty-lifecycle-orchestration:plan-loyalty --goal retention --tiers 3 --budget 50000
+---
+
+# Command: plan-loyalty
+
+## Inputs
+- **goal** – retention | expansion | engagement | advocacy.
+- **tiers** – number of tiers or type (points-only, hybrid, missions).
+- **budget** – monthly/quarterly reward pool.
+- **personas** – optional comma-separated member segments.
+- **constraints** – optional compliance or platform notes.
+
+### GTM Agents Pattern & Plan Checklist
+> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
+
+- **Pattern selection**: Loyalty design generally follows a **diamond** (research ↔ modeling in parallel, converge into governance) or **pipeline** if run sequentially; document choice in the plan header.
+- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing tiers, benefit assumptions, financial guardrails, dependency graph (legal, finance, ops), error handling, and success criteria (retention, NRR, cost/point).
+- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for catalog/tier diffs, Context7 for compliance docs, Sequential Thinking for scenario modeling, Playwright for testing redemption flows.
+- **Guardrails**: Default retry limit = 2 for data pulls or modeling errors; escalation ladder = Loyalty Strategist → Finance/Legal → Exec sponsor.
+- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before publishing to ensure dependencies, approvals, and deliverables are logged.
+
+## Workflow
+1. **Signal Review** – pull churn metrics, cohort revenue, product usage, and VOC insights.
+2. **Tier & Benefit Design** – outline requirements per tier (earn rules, benefits, surprise moments).
+3. **Lifecycle Mapping** – embed loyalty triggers into onboarding, adoption, upsell, and renewal stages.
+4. **Economic Modeling** – estimate cost per point, breakage, and projected ROI.
+5. **Governance Packet** – assign owners, cadences, and KPIs for launch.
+
+## Outputs
+- Program blueprint deck/table (tiers, requirements, benefits, KPIs).
+- Lifecycle trigger matrix (event → loyalty action → channel → owner).
+- Financial model summary (cost, expected lift, break-even timeline).
+- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
+
+## Agent/Skill Invocations
+- `loyalty-strategist` – leads architecture.
+- `loyalty-modeling` skill – calculates economics and guardrails.
+- `member-insights-analyst` – validates segment assumptions.
+
+## GTM Agents Safeguards
+- **Fallback agents**: document substitutes (e.g., loyalty-ops covering strategist) when key approvers unavailable.
+- **Escalation triggers**: escalate if modeling shows negative ROI twice or compliance blockers arise; follow GTM Agents rip-cord path and log in plan JSON.
+- **Plan maintenance**: update plan JSON/change log whenever tiers, budgets, or guardrails shift so audit reviewers see history.
+
+---

plugin.lock.json

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skills/loyalty-modeling/SKILL.md

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+---
+name: loyalty-modeling
+description: Use to model economics, tiers, and impact forecasts for loyalty programs.
+---
+
+# Loyalty Modeling Toolkit Skill
+
+## When to Use
+- Designing new loyalty tiers or revamping benefits.
+- Building business cases for loyalty investments.
+- Stress-testing point liability, breakage, and ROI.
+
+## Framework
+1. **Inputs** – member base, transaction frequency, average order value, churn, CAC.
+2. **Earning Model** – simulate points accrual, mission completion, and bonus events.
+3. **Redemption Model** – estimate burn rates, cost per reward, and liability curves.
+4. **Impact Drivers** – model uplift in retention, cross-sell, referral, or ARPU.
+5. **Scenario Planning** – compare base vs optimized vs aggressive variants.
+
+## Templates
+- Driver sheet (input assumptions, tier thresholds, rewards cost).
+- Sensitivity table (goal → driver → delta → impact).
+- Executive summary page for approvals.
+
+## Tips
+- Keep calculators modular so benefits can be toggled quickly.
+- Align with finance on liability recognition + accounting treatment.
+- Pair with `plan-loyalty` command to ensure blueprint is financially sound.
+
+---

skills/member-insights/SKILL.md

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+---
+name: member-insights
+description: Use to analyze loyalty member behavior, segmentation, and experiment
+  results.
+---
+
+# Member Insights Skill
+
+## When to Use
+- Monitoring program health across tiers or regions.
+- Designing personalization campaigns based on loyalty data.
+- Reporting experiment outcomes to stakeholders.
+
+## Framework
+1. **Data Sources** – transaction systems, product telemetry, MAP/CRM, support, survey tools.
+2. **Segmentation** – tier, lifecycle stage, engagement score, risk/comeback cohorts.
+3. **Metrics** – enrollment funnel, active members, point velocity, redemption, incremental revenue.
+4. **Experimentation** – define guardrail metrics, success criteria, and monitoring cadence.
+5. **Insight Distribution** – dashboards, alerts, and story-driven memos for GTM teams.
+
+## Templates
+- KPI scorecard (metric → target → actual → variance → owner).
+- Segment heatmap (cohort → engagement → action recommendation).
+- Experiment readout template (hypothesis, lift, guardrails, next steps).
+
+## Tips
+- Blend quantitative metrics with VOC snippets for context.
+- Tag insights with urgency so ops/marketing can prioritize quickly.
+- Pair with `monitor-loyalty` command to ensure consistent reporting structure.
+
+---

skills/reward-ops/SKILL.md

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+---
+name: reward-ops
+description: Use to run day-to-day loyalty reward catalog management and fulfillment.
+---
+
+# Reward Operations Skill
+
+## When to Use
+- Launching or refreshing reward catalogs.
+- Coordinating fulfillment vendors and automation.
+- Auditing operational readiness before major loyalty pushes.
+
+## Framework
+1. **Catalog Governance** – metadata (SKU, cost, eligibility, expiry), vendor SLAs, localization.
+2. **Fulfillment Automation** – points issuance, redemption logic, webhooks, notifications, support flows.
+3. **Risk & Compliance** – tax reporting, export restrictions, fraud detection, audit logs.
+4. **Support Runbooks** – escalation paths, refund policies, communication templates.
+5. **Continuous Improvement** – performance reviews, vendor scorecards, refresh cadence.
+
+## Templates
+- Reward catalog spreadsheet with governance fields.
+- Fulfillment flowchart (trigger → system → action → SLA).
+- Incident log + RCA template.
+
+## Tips
+- Maintain sandbox environments to test new rewards end-to-end.
+- Pair with finance/legal reviews for new reward types.
+- Keep member communications consistent by storing approved macros.
+
+---