49 lines
3.0 KiB
Markdown
49 lines
3.0 KiB
Markdown
---
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name: design-referral
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description: Produces referral program blueprint with incentives, rules, and governance.
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usage: /referral-program-orchestration:design-referral --goal "pipeline" --audience "customers" --budget 25000
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---
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# Command: design-referral
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## Inputs
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- **goal** – primary objective (signups, pipeline, revenue, expansion).
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- **audience** – target participants (customers, partners, employees, influencers).
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- **budget** – incentive budget cap or range.
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- **regions** – optional list of geo restrictions/compliance considerations.
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- **timeline** – planned launch window.
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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**: Referral design typically uses a **diamond** (context ↔ mechanic modeling, converge into governance) or **pipeline**; document choice in the plan header.
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- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing goals, incentives, dependency graph (legal, finance, ops, partner), error handling, and success criteria (pipeline, CAC, fraud rates).
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- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for charter diffs, Context7 for compliance + incentive benchmarks, Sequential Thinking for trade-off analysis, Playwright for prototype referral journeys.
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- **Guardrails**: Default retry limit = 2 for modeling or policy failures; escalation ladder = Referral Architect → Legal/Finance → Exec sponsor.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before sign-off to confirm dependencies, approvals, deliverables.
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## Workflow
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1. **Context Gathering** – pull GTM targets, persona insights, legal/finance constraints.
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2. **Mechanic Selection** – evaluate one-sided vs two-sided incentives, tiering, and cadence.
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3. **Rules & Safeguards** – define eligibility, referral caps, fraud checks, and compliance requirements.
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4. **Enablement Plan** – list assets, messaging, training, and tooling needed for launch.
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5. **Measurement Framework** – connect KPIs to dashboards and define review cadence.
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## Outputs
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- Referral program charter (objective, mechanics, incentives, rules, KPIs).
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- Stakeholder alignment deck outlining responsibilities and approvals.
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- Risk log highlighting compliance/legal considerations.
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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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- `referral-architect` – leads program design and governance.
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- `incentive-design` skill – structures payouts and thresholds.
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- `fraud-detection` skill – recommends safeguards.
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## GTM Agents Safeguards
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- **Fallback agents**: document substitutes (e.g., Partner Ops covering Referral Architect) when decision-makers unavailable.
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- **Escalation triggers**: if compliance blockers or budget overruns appear twice, trigger GTM Agents rip-cord escalation and log remediation in plan JSON.
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- **Plan maintenance**: update plan JSON/change log whenever incentives, eligibility rules, or governance cadences change.
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---
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