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commands/optimize-referrals.md

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+---
+name: optimize-referrals
+description: Analyzes referral performance, fraud risk, and partner health to recommend improvements.
+usage: /referral-program-orchestration:optimize-referrals --window 30d --detail full --dimensions "channel,partner-tier"
+---
+
+# Command: optimize-referrals
+
+## Inputs
+- **window** – analysis horizon (7d, 30d, 90d).
+- **detail** – summary | full to control output length.
+- **dimensions** – optional breakdowns (channel, persona, partner-tier, region).
+- **experiments** – optional list of tests to evaluate.
+- **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**: Optimization review typically runs **pipeline** (data refresh → diagnostics → risk review → partner health → action plan). If diagnostics + risk review can run concurrently, note a **diamond** block with merge gate in the plan header.
+- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing window, datasets, task IDs, dependency graph (BI, fraud, partner ops), error handling, and success metrics (conversion lift, fraud reduction, partner NPS).
+- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for schema diffs, Context7 for referral SOPs/partner comms, Sequential Thinking for retro cadence, Playwright for offer flows or portal QA.
+- **Guardrails**: Default retry limit = 2 for failed data pulls or fraud model runs; escalation ladder = Referral Architect → Partner Ops → Exec sponsor.
+- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before distributing recommendations to confirm dependencies and approvals.
+
+## Workflow
+1. **Data Refresh** – pull referral submissions, conversions, payouts, fraud flags, and NPS per dimension.
+2. **Performance Diagnostics** – inspect funnel (invites → referrals → pipeline → revenue) and incentive efficiency.
+3. **Risk Review** – run fraud heuristics, identify suspicious cohorts, confirm compliance logs.
+4. **Partner Health** – evaluate top/bottom partners, share-of-voice, and engagement levels.
+5. **Playbook Output** – recommend experiments (incentive tweaks, messaging, partner enablement) with expected impact.
+
+## Outputs
+- Performance dashboard snapshot with annotated insights.
+- Fraud/risk summary referencing `fraud-detection` skill outputs.
+- Optimization backlog with owners, ETA, and projected lift.
+- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
+
+## Agent/Skill Invocations
+- `referral-architect` – prioritizes experiments + approvals.
+- `lifecycle-ops` – implements tooling or messaging changes.
+- `fraud-detection` skill – validates risk findings.
+- `partner-ops` skill – coordinates partner communications.
+
+## GTM Agents Safeguards
+- **Fallback agents**: document substitutes (e.g., Lifecycle Ops covering Architect) when leads unavailable.
+- **Escalation triggers**: if alert_threshold breached twice or fraud risk spikes, trigger GTM Agents rip-cord escalation and record actions in plan JSON.
+- **Plan maintenance**: update plan JSON/change log whenever metrics, thresholds, or partner tiers change to maintain audit continuity.
+
+---