49 lines
3.2 KiB
Markdown
49 lines
3.2 KiB
Markdown
---
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name: track-source
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description: Aligns attribution, dashboards, and ROI reporting for partner co-marketing campaigns.
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usage: /partner-co-marketing-orchestration:track-source --campaign "AI Launch Tour" --window 30d --detail full
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---
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# Command: track-source
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## Inputs
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- **campaign** – joint campaign identifier matching briefs/assets.
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- **window** – time range for analysis (7d, 30d, campaign duration).
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- **detail** – summary | full report depth.
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- **dimensions** – optional breakdowns (partner, channel, asset, region).
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- **attribution_model** – optional override (first-touch, last-touch, multi-touch).
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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**: Tracking/reporting usually runs **pipeline** (gather → normalize → attribute → insights → reporting). If normalization + attribution can run in parallel (separate partners), log a **diamond** segment with merge gate.
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- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` with campaign, data sources, task IDs, dependency graph (CRM, MAP, analytics), error handling, and success metrics (attribution confidence, SLA adherence, partner satisfaction).
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- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for data model diffs, Context7 for partner taxonomy docs, Sequential Thinking for readout cadence, Playwright for dashboard QA if embedded.
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- **Guardrails**: Default retry limit = 2 for failed data pulls or reconciliation mismatches; escalation ladder = Co-marketing Analytics Lead → RevOps/Finance partners → Exec sponsors.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before execution to confirm agents, dependencies, deliverables.
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## Workflow
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1. **Data Gathering** – ingest analytics/CRM data from both partners using shared taxonomy + UTM parameters.
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2. **Normalization** – reconcile schemas, currencies, and funnel stages; dedupe overlapping records.
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3. **Attribution Calculation** – apply agreed model to allocate pipeline/revenue across partners + channels.
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4. **Insight Generation** – highlight top-performing assets, audience segments, and drop-off points.
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5. **Reporting Package** – produce dashboards, executive summary, and recommended optimizations.
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## Outputs
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- Attribution dashboard snapshot with partner/source breakdown.
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- Revenue/pipeline contribution table vs targets.
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- Optimization action list referencing asset or channel adjustments.
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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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- `co-marketing-analytics-lead` – validates data + insights.
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- `attribution` skill – enforces methodology consistency.
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- `partner-marketer` – receives recommendations for next sprint.
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## GTM Agents Safeguards
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- **Fallback agents**: note substitutes (e.g., Partner Marketer covering Analytics Lead) if specialists unavailable.
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- **Escalation triggers**: if attribution accuracy drops below guardrails twice or partners dispute sourced pipeline, escalate to revenue/partner governance board per GTM Agents rip-cord.
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- **Plan maintenance**: update plan JSON/change log when models, data sources, or reporting cadences change to maintain audit parity.
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---
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