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name, description, usage
name description usage
monitor-loyalty Evaluates loyalty program performance, member health, and experiment impact. /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.