50 lines
3.2 KiB
Markdown
50 lines
3.2 KiB
Markdown
---
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name: optimize-referrals
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description: Analyzes referral performance, fraud risk, and partner health to recommend improvements.
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usage: /referral-program-orchestration:optimize-referrals --window 30d --detail full --dimensions "channel,partner-tier"
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---
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# Command: optimize-referrals
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## Inputs
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- **window** – analysis horizon (7d, 30d, 90d).
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- **detail** – summary | full to control output length.
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- **dimensions** – optional breakdowns (channel, persona, partner-tier, region).
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- **experiments** – optional list of tests to evaluate.
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- **alert_threshold** – optional KPI threshold for escalations.
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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**: 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.
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- **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).
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- **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.
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- **Guardrails**: Default retry limit = 2 for failed data pulls or fraud model runs; escalation ladder = Referral Architect → Partner Ops → Exec sponsor.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before distributing recommendations to confirm dependencies and approvals.
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## Workflow
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1. **Data Refresh** – pull referral submissions, conversions, payouts, fraud flags, and NPS per dimension.
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2. **Performance Diagnostics** – inspect funnel (invites → referrals → pipeline → revenue) and incentive efficiency.
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3. **Risk Review** – run fraud heuristics, identify suspicious cohorts, confirm compliance logs.
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4. **Partner Health** – evaluate top/bottom partners, share-of-voice, and engagement levels.
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5. **Playbook Output** – recommend experiments (incentive tweaks, messaging, partner enablement) with expected impact.
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## Outputs
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- Performance dashboard snapshot with annotated insights.
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- Fraud/risk summary referencing `fraud-detection` skill outputs.
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- Optimization backlog with owners, ETA, and projected lift.
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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` – prioritizes experiments + approvals.
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- `lifecycle-ops` – implements tooling or messaging changes.
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- `fraud-detection` skill – validates risk findings.
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- `partner-ops` skill – coordinates partner communications.
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## GTM Agents Safeguards
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- **Fallback agents**: document substitutes (e.g., Lifecycle Ops covering Architect) when leads unavailable.
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- **Escalation triggers**: if alert_threshold breached twice or fraud risk spikes, trigger GTM Agents rip-cord escalation and record actions in plan JSON.
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- **Plan maintenance**: update plan JSON/change log whenever metrics, thresholds, or partner tiers change to maintain audit continuity.
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---
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