49 lines
3.0 KiB
Markdown
49 lines
3.0 KiB
Markdown
---
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name: plan-loyalty
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description: Produces loyalty program blueprint with tiers, benefits, and lifecycle triggers.
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usage: /loyalty-lifecycle-orchestration:plan-loyalty --goal retention --tiers 3 --budget 50000
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---
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# Command: plan-loyalty
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## Inputs
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- **goal** – retention | expansion | engagement | advocacy.
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- **tiers** – number of tiers or type (points-only, hybrid, missions).
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- **budget** – monthly/quarterly reward pool.
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- **personas** – optional comma-separated member segments.
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- **constraints** – optional compliance or platform notes.
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### GTM Agents Pattern & Plan Checklist
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> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
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- **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.
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- **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).
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- **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.
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- **Guardrails**: Default retry limit = 2 for data pulls or modeling errors; escalation ladder = Loyalty Strategist → Finance/Legal → Exec sponsor.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before publishing to ensure dependencies, approvals, and deliverables are logged.
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## Workflow
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1. **Signal Review** – pull churn metrics, cohort revenue, product usage, and VOC insights.
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2. **Tier & Benefit Design** – outline requirements per tier (earn rules, benefits, surprise moments).
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3. **Lifecycle Mapping** – embed loyalty triggers into onboarding, adoption, upsell, and renewal stages.
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4. **Economic Modeling** – estimate cost per point, breakage, and projected ROI.
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5. **Governance Packet** – assign owners, cadences, and KPIs for launch.
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## Outputs
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- Program blueprint deck/table (tiers, requirements, benefits, KPIs).
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- Lifecycle trigger matrix (event → loyalty action → channel → owner).
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- Financial model summary (cost, expected lift, break-even timeline).
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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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- `loyalty-strategist` – leads architecture.
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- `loyalty-modeling` skill – calculates economics and guardrails.
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- `member-insights-analyst` – validates segment assumptions.
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## GTM Agents Safeguards
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- **Fallback agents**: document substitutes (e.g., loyalty-ops covering strategist) when key approvers unavailable.
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- **Escalation triggers**: escalate if modeling shows negative ROI twice or compliance blockers arise; follow GTM Agents rip-cord path and log in plan JSON.
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- **Plan maintenance**: update plan JSON/change log whenever tiers, budgets, or guardrails shift so audit reviewers see history.
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---
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