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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@@ -0,0 +1,24 @@
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{
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||||
"name": "marketing-automation",
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"description": "Lifecycle journey orchestration, workflow configuration, and automation governance",
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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-mapping/SKILL.md",
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"./skills/workflow-testing/SKILL.md",
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"./skills/data-governance/SKILL.md"
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],
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"agents": [
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"./agents/journey-architect.md",
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"./agents/nurture-operator.md",
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"./agents/data-orchestrator.md"
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],
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"commands": [
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"./commands/orchestrate-journey.md",
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"./commands/configure-workflow.md",
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"./commands/monitor-automation.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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# marketing-automation
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Lifecycle journey orchestration, workflow configuration, and automation governance
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27
agents/data-orchestrator.md
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27
agents/data-orchestrator.md
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---
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name: data-orchestrator
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description: Ensures the right data, consent, and attribution signals power automation workflows end to end.
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model: haiku
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---
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# Data Orchestrator Agent
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## Responsibilities
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- Map data contracts between product analytics, CDP, CRM, MAP, and warehouse.
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- Define event/field requirements, transformation logic, and SLAs.
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- Monitor data freshness, consent flags, and suppression policies.
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- Coordinate with RevOps/Analytics to govern identities, lead routing, and scoring.
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## Operating Flow
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1. **Source Audit** – inventory events, properties, schemas, retention rules.
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2. **Transformation Plan** – define enrichment, normalization, dedupe, and ID resolution steps.
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3. **Delivery Blueprint** – specify reverse ETL jobs, API/webhook payloads, failsafes.
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4. **Compliance Check** – consent management, regional policies, kill switches.
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5. **Monitoring** – dashboards + alerts for data delays, drift, schema changes.
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## Outputs
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- Data enablement spec for each journey (fields, sources, freshness, owners).
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- Incident response runbook for data failures.
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- Change log documenting schema/version updates.
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---
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27
agents/journey-architect.md
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27
agents/journey-architect.md
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---
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name: journey-architect
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description: Designs multi-channel automation programs spanning email, in-app, SMS, and webhooks.
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model: sonnet
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---
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# Journey Architect Agent
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## Responsibilities
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- Translate lifecycle goals into audience segmentation, trigger logic, and branching.
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- Map orchestration patterns that reuse modular steps and integrate other GTM systems.
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- Coordinate with campaign, ops, product, and legal teams to align SLAs and compliance.
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- Maintain documentation and measurement frameworks for every automation track.
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## Workflow
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1. **Brief Intake** – capture goal, personas, channels, success metrics.
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2. **Data Audit** – inventory events, fields, consent, suppression logic.
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3. **Journey Blueprint** – draft entry criteria, steps, waits, decision branches, fallbacks.
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4. **Resource Plan** – identify creative assets, API/webhook calls, engineering dependencies.
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5. **QA & Measurement** – define test plan, launch gates, dashboards, and experiment ideas.
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## Outputs
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- Journey diagram + configuration spec (JSON/YAML) for MA platforms.
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- SLA + compliance checklist per channel and region.
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- Experiment backlog and change-log for future iterations.
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---
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27
agents/nurture-operator.md
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27
agents/nurture-operator.md
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---
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name: nurture-operator
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description: Configures automation workflows inside MAP/CRM tools, ensuring assets, personalization, and QA are production-ready.
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model: haiku
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---
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# Nurture Operator Agent
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## Responsibilities
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- Build automation flows (HubSpot, Marketo, Iterable, Braze, Customer.io) per blueprint.
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- Configure personalization tokens, dynamic content blocks, and conditional branches.
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- Set up wait timers, throttling, re-entry logic, and suppression lists.
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- Run QA (seed list tests, device/browser checks, accessibility, compliance).
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## Implementation Flow
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1. **Blueprint Intake** – confirm triggers, branching, assets, and SLAs.
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2. **Asset Wiring** – attach emails/SMS/push, configure tracking, set UTMs.
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3. **Logic Build** – implement splits, scoring rules, webhook/API steps.
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4. **QA & Approvals** – run multi-channel tests, gather stakeholder approvals, document evidence.
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5. **Launch + Monitoring** – schedule go-live, set alerting, watch logs and performance.
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## Deliverables
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- Workflow configuration notes + screenshots.
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- QA checklist results and sign-offs.
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- Monitoring dashboard links and alert thresholds.
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---
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32
commands/configure-workflow.md
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32
commands/configure-workflow.md
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---
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name: configure-workflow
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description: Produces implementation instructions for building the automation inside MAP/CRM tools, including QA steps.
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usage: /marketing-automation:configure-workflow --journey onboarding --platform hubspot
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---
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# Command: configure-workflow
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## Inputs
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- **journey** – reference journey ID or description.
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- **platform** – automation platform (hubspot, marketo, braze, iterable, customerio, etc.).
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- **assets** – optional list of email/SMS/push templates to wire.
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- **qa_mode** – true/false to include full regression suite.
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## Workflow
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1. **Blueprint Sync** – pull orchestration diagram + requirements.
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2. **Platform Mapping** – translate logic into platform-specific objects (smart lists, workflows, campaigns, journeys).
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3. **Configuration Steps** – detailed instructions for triggers, branches, waits, webhook/API calls, personalization tokens.
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4. **QA Matrix** – build test plan (seed recipients, device/browser, fallback paths, compliance checkpoints).
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5. **Launch Checklist** – approvals, scheduling, monitoring, rollback plan.
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## Outputs
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- Step-by-step build guide with screenshots/snippets.
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- QA checklist and evidence log template.
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- Launch readiness form (owners, go-live date, monitoring links).
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## Agent/Skill Invocations
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- `nurture-operator` – executes build tasks.
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- `workflow-testing` skill – ensures QA rigor.
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- `data-orchestrator` – validates data/suppression wiring.
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---
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||||
32
commands/monitor-automation.md
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32
commands/monitor-automation.md
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---
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name: monitor-automation
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description: Generates reporting + alerting plan to track automation health, experiment performance, and SLA compliance.
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usage: /marketing-automation:monitor-automation --journey onboarding --window 14d --metrics "activation,retention"
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---
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# Command: monitor-automation
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## Inputs
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- **journey** – automation identifier.
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- **window** – reporting cadence (7d, 14d, 30d, rolling).
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- **metrics** – comma-separated KPIs (activation, retention, revenue, NPS, pipeline).
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- **experiments** – optional list of A/B/C tests to track.
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## Workflow
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1. **KPI Mapping** – align goals to metrics, data sources, attribution windows.
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2. **Instrumentation Audit** – confirm events/fields exist, dashboards, alerts, and experiment IDs.
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3. **Insight Generation** – highlight drop-offs, bottlenecks, fatigue, list growth, deliverability, suppression trends.
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4. **Action Plan** – recommend experiments, content refresh, cadence tweaks, or routing updates.
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5. **Governance** – log changes in journey changelog, assign owners, set follow-up dates.
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## Outputs
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- Dashboard spec (Looker/Tableau/GDS) plus SQL snippets.
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- Weekly digest template with insights + recommended actions.
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- Alert configuration guide (Amplitude/Braze/Husky) for SLA breaches.
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## Agent/Skill Invocations
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- `data-orchestrator` – ensures accurate instrumentation.
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- `workflow-testing` skill – sets up regression tests/alerts.
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- `lifecycle-mapping` skill – contextualizes metrics by stage.
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---
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33
commands/orchestrate-journey.md
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33
commands/orchestrate-journey.md
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---
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name: orchestrate-journey
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description: Generates an end-to-end automation blueprint with trigger logic, steps, and measurement.
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usage: /marketing-automation:orchestrate-journey --goal onboarding --persona founders --channels "email,SMS,in-app"
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---
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# Command: orchestrate-journey
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## Inputs
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- **goal** – lifecycle stage or desired outcome (onboarding, expansion, renewal, retention).
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- **persona** – audience segment with shared needs.
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- **channels** – comma-delimited list of active channels.
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- **length** – optional number of total steps.
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- **constraints** – legal, compliance, or SLA notes.
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## Workflow
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1. **Brief Parsing** – gather goals, KPIs, constraints.
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2. **Trigger & Entry Mapping** – define events, qualification, suppression, re-entry rules.
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3. **Journey Design** – outline each step with channel, content objective, personalization, fallback logic.
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4. **Data/Asset Plan** – list required fields, APIs, assets, owners, and deadlines.
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5. **Testing & Measurement** – propose QA plan, launch gates, dashboards, experiments.
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## Outputs
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- Journey diagram (mermaid) with branching logic.
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- Configuration spec (JSON/YAML) for MAP/CRM systems.
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- Measurement plan with KPIs, alerts, and experiment backlog.
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## Agent/Skill Invocations
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- `journey-architect` – drives strategy and blueprint.
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- `lifecycle-mapping` skill – enforces best-practice cadence and segmentation.
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- `data-orchestrator` – confirms data requirements.
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---
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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/marketing-automation",
|
||||
"normalized": {
|
||||
"repo": null,
|
||||
"ref": "refs/tags/v20251128.0",
|
||||
"commit": "21e04f369e3ac47063b9693008ad189ec77f2db9",
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"treeHash": "7f398218b59ef8838750337d3ba4f1100ff2d7f8ec423344eba0d2665a60cf71",
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"generatedAt": "2025-11-28T10:17:08.974305Z",
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"toolVersion": "publish_plugins.py@0.2.0"
|
||||
},
|
||||
"origin": {
|
||||
"remote": "git@github.com:zhongweili/42plugin-data.git",
|
||||
"branch": "master",
|
||||
"commit": "aa1497ed0949fd50e99e70d6324a29c5b34f9390",
|
||||
"repoRoot": "/Users/zhongweili/projects/openmind/42plugin-data"
|
||||
},
|
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"manifest": {
|
||||
"name": "marketing-automation",
|
||||
"description": "Lifecycle journey orchestration, workflow configuration, and automation governance",
|
||||
"version": "1.0.0"
|
||||
},
|
||||
"content": {
|
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"files": [
|
||||
{
|
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"path": "README.md",
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"sha256": "13c936f39920d56cab1f1fd3896303203a70b7db38a4fa90d02ee575432586ab"
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},
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{
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"path": "agents/data-orchestrator.md",
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"sha256": "ae49f9e8268c91ecfd1c3bde788499ee4a60385acef80a76998bd14a13497f9e"
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|
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"path": "commands/orchestrate-journey.md",
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|
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"path": "skills/workflow-testing/SKILL.md",
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"sha256": "db6e9ded15543bf2b17a837a6ca6ad74bad1e6a7668f3951d09c42246d4d1b1a"
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{
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"path": "skills/data-governance/SKILL.md",
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"path": "skills/lifecycle-mapping/SKILL.md",
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"dirSha256": "7f398218b59ef8838750337d3ba4f1100ff2d7f8ec423344eba0d2665a60cf71"
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||||
31
skills/data-governance/SKILL.md
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31
skills/data-governance/SKILL.md
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|
||||
---
|
||||
name: data-governance
|
||||
description: Use when defining data contracts, consent policies, and monitoring for
|
||||
automation programs.
|
||||
---
|
||||
|
||||
# Automation Data Governance Skill
|
||||
|
||||
## When to Use
|
||||
- Launching new journeys requiring cross-system data sharing.
|
||||
- Auditing consent/suppression logic across email/SMS/in-app.
|
||||
- Investigating data quality incidents impacting automation.
|
||||
|
||||
## Framework
|
||||
1. **Data Contracts** – document required fields/events, owners, freshness SLAs, fallback behavior.
|
||||
2. **Consent & Compliance** – track opt-in types, regional consent, TTL, audit trails.
|
||||
3. **Identity Resolution** – ensure consistent IDs across product, CRM, MAP, CDP.
|
||||
4. **Monitoring** – dashboards/alerts for data latency, schema changes, null spikes.
|
||||
5. **Change Management** – versioning, rollback, and communication paths.
|
||||
|
||||
## Templates
|
||||
- Data requirements matrix (journey → fields/events → source → owner → SLA).
|
||||
- Consent policy doc (channel, region, legal basis, suppression rules).
|
||||
- Incident log + RCA template.
|
||||
|
||||
## Tips
|
||||
- Set automated kill switches when critical fields are stale or missing.
|
||||
- Collaborate with security/legal on retention + privacy impact assessments.
|
||||
- Align governance cadences with quarterly automation retros.
|
||||
|
||||
---
|
||||
71
skills/lifecycle-mapping/SKILL.md
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71
skills/lifecycle-mapping/SKILL.md
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|
||||
---
|
||||
name: lifecycle-mapping
|
||||
description: Use when designing automation programs aligned to lifecycle stages, SLAs,
|
||||
and GTM objectives.
|
||||
---
|
||||
|
||||
# Lifecycle Mapping Frameworks Skill
|
||||
|
||||
## When to Use
|
||||
- Blueprinting onboarding, expansion, renewal, or churn-prevention journeys.
|
||||
- Aligning automation programs with account stages, ICP tiers, or health scores.
|
||||
- Auditing existing programs for gaps or over-saturation.
|
||||
|
||||
## Framework
|
||||
1. **Stage Definition** – awareness, activation, adoption, expansion, advocacy (customize per business).
|
||||
2. **Signal Library** – activation events, product usage milestones, score thresholds, purchase behaviors.
|
||||
3. **Touch Architecture** – how many touches per stage, channel mix, personal vs automated.
|
||||
4. **SLA Matrix** – entry/exit criteria, owner, response time, success metrics.
|
||||
5. **Experiment Layer** – embed test slots to iterate hooks, cadences, or offers per stage.
|
||||
|
||||
## Templates
|
||||
- Lifecycle heat map (stage vs metric vs automation coverage).
|
||||
- SLA worksheet (stage, trigger, owner, time-to-response, fallback).
|
||||
- Journey backlog board (ideas, prioritized, building, live, measuring).
|
||||
- **GTM Agents Campaign Planning Checklist** – captures marketing director playbook @puerto/README.md#183-212.
|
||||
- **KPI Guardrails Sheet** – track reach, engagement, SQL impact, CAC payback with min/max thresholds.
|
||||
- **Status Packet Template** – weekly single-slide update mirroring GTM Agents project-manager format @puerto/TEAM-STRUCTURE.md#193-204.
|
||||
|
||||
## Tips
|
||||
- Limit simultaneous journeys per contact; define prioritization rules.
|
||||
- Include manual checkpoints (CSM/AE) for high-touch segments.
|
||||
- Document every assumption so experiments can deliberately challenge them.
|
||||
- Lock KPIs before build starts and refuse scope creep until metrics + owners are confirmed.
|
||||
- Borrow GTM Agents's cadence: **Plan → Build → QA → Launch → Inspect** so reporting lines know when to approve or intervene.
|
||||
- Pair every automation change with a "rip-cord" procedure the Sales Director or Ops Lead can trigger if leading indicators degrade.
|
||||
|
||||
## GTM Agents Campaign Blueprint (Adopted)
|
||||
Use this five-stage blueprint when large GTM initiatives require orchestration across demand gen, lifecycle, and RevOps teams:
|
||||
|
||||
1. **Stage 1 – Briefing & Alignment**
|
||||
- Confirm objective, ICP, offer, timeline, and budget.
|
||||
- Capture cross-functional stakeholders (Marketing Director, Sales Director, RevOps Lead) and escalation paths.
|
||||
2. **Stage 2 – Architecture**
|
||||
- Map lifecycle stages to channels + automations.
|
||||
- Define entry/exit criteria, personalization logic, and compliance constraints.
|
||||
- Assign data availability checks (Serena) + documentation pulls (Context7) if needed.
|
||||
3. **Stage 3 – Build & QA**
|
||||
- Break work into swimlanes (journey build, content, data, QA) and track in backlog.
|
||||
- Require Playwright or similar browser QA for every externally facing experience.
|
||||
4. **Stage 4 – Launch & Monitor**
|
||||
- Set Day 0/Day 7 KPI guardrails (e.g., form conversion ≥ 4%, unsubscribe ≤ 0.4%).
|
||||
- Route anomalies to the Operations Lead with a rollback procedure.
|
||||
5. **Stage 5 – Inspect & Iterate**
|
||||
- Use Sequential Thinking to run structured retros (what worked, what failed, hypotheses for next wave).
|
||||
- Feed learnings back into lifecycle heat map + SLA matrix.
|
||||
|
||||
## Status Reporting Template
|
||||
```
|
||||
Campaign: <Name>
|
||||
Week Ending: <Date>
|
||||
|
||||
1. Highlights (wins, blockers, escalations)
|
||||
2. KPI Snapshot (target vs actual vs guardrail)
|
||||
3. Journey Coverage (stage, channel, live %)
|
||||
4. Next 5 Actions (owner, due date)
|
||||
5. Risks & Decisions Needed (include GTM Agents-style RAG)
|
||||
```
|
||||
|
||||
Use this template to sync with Sales Director, Partnership Manager, and Project Manager counterparts each week.
|
||||
|
||||
---
|
||||
37
skills/workflow-testing/SKILL.md
Normal file
37
skills/workflow-testing/SKILL.md
Normal file
@@ -0,0 +1,37 @@
|
||||
---
|
||||
name: workflow-testing
|
||||
description: Use when validating automation builds before launch or after significant
|
||||
changes.
|
||||
---
|
||||
|
||||
# Workflow Testing & QA Skill
|
||||
|
||||
## When to Use
|
||||
- Any new automation or major revision prior to go-live.
|
||||
- Regression testing after data, asset, or logic changes.
|
||||
- Investigating deliverability, conversion, or routing anomalies.
|
||||
|
||||
## Framework
|
||||
1. **Unit Tests** – confirm each branch, wait step, and action path with seed contacts.
|
||||
2. **Integration Tests** – verify webhook/API calls, CRM updates, enrichment, scoring.
|
||||
3. **Content QA** – links, tracking, personalization tokens, accessibility, localization.
|
||||
4. **Compliance** – consent, suppression, GDPR/CASL/CCPA rules, regional requirements.
|
||||
5. **Performance** – throttle checks, concurrency, error handling, failover.
|
||||
|
||||
## Checklist
|
||||
- Seed list matrix (personas, stages, regions, consent flags).
|
||||
- Device/browser testing for email/SMS/push rendering.
|
||||
- Logging + alerting validation.
|
||||
- Rollback and kill switches documented.
|
||||
|
||||
## Templates
|
||||
- QA evidence log (screenshot, recipient, status, owner).
|
||||
- Incident runbook for automation failures.
|
||||
- Release checklist referencing stakeholders.
|
||||
|
||||
## Tips
|
||||
- Automate regression tests via APIs or synthetic users.
|
||||
- Store test data separately and purge regularly to avoid reporting noise.
|
||||
- Use feature flags to stage rollouts before full scale.
|
||||
|
||||
---
|
||||
Reference in New Issue
Block a user