3.4 KiB
3.4 KiB
name, description, usage
| name | description | usage |
|---|---|---|
| orchestrate-renewal-play | Coordinates cross-functional renewal motions with timelines, stakeholder tasks, and escalation paths. | /renewal-orchestration:orchestrate-renewal-play --account "ACME Corp" --tier strategic --risk red --play "exec-save" |
Command: orchestrate-renewal-play
Inputs
- account – required account name or ID.
- tier – strategic | growth | scale segments.
- risk – green | yellow | red (sets default cadence + oversight).
- play – playbook identifier (exec-save, value-realization, pricing-refresh, adoption-accelerator).
- deadline – renewal date or milestone to anchor the plan.
GTM Agents Pattern & Plan Checklist
Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- Pattern selection: Renewal plays generally run pipeline (context → customization → tasks → enablement → governance). If enablement + task orchestration can run in parallel, log a diamond segment with merge gate.
- Plan schema: Save
.claude/plans/plan-<timestamp>.jsoncapturing objective, risk tier, task IDs, parallel groups, dependency graph (exec sponsor, product, finance), error handling, and success metrics (renewal %, expansion, churn risk reduction). - Tool hooks: Reference
docs/gtm-essentials.mdstack—Serena for contract/CRM diffs, Context7 for product/legal docs, Sequential Thinking for retrospection, Playwright for portal/usage QA when required. - Guardrails: Default retry limit = 2 for missed checkpoints; escalation path = CSM → Renewal Director → CRO/Exec Sponsor, aligned with
escalation-frameworkskill. - Review: Run
docs/usage-guide.md#orchestration-best-practices-puerto-paritychecklist before execution to confirm agents, dependencies, deliverables.
Workflow
- Context Ingestion – pull forecast data, usage, sentiment, and outstanding issues for the account.
- Play Customization – tailor messaging, milestones, and proof points to persona stack + risk level.
- Task Orchestration – generate workback plan with owners (CSM, AE, exec sponsor, product, finance).
- Enablement Package – attach decks, ROI analyses, roadmap updates, and FAQ docs.
- Governance & Tracking – log actions in CRM/project tools, set status checkpoints, and escalation triggers.
Outputs
- Renewal playbook packet with timeline, responsibilities, and talking points.
- Task and escalation list ready for import into CRM/project tools.
- Status tracker with checkpoints mapped to
escalation-frameworkrequirements. - Plan JSON entry stored/updated in
.claude/plansfor audit trail.
Agent/Skill Invocations
cs-ops-partner– ensures workflows + automations match governance rules.exec-sponsor– reviews strategic motions and commits resources.renewal-playbooksskill – provides templates and messaging blocks.deal-deskskill – aligns commercial terms + approvals.
GTM Agents Safeguards
- Fallback agents: document substitutes (e.g., Renewal Director covering Exec Sponsor) if stakeholders unavailable.
- Escalation triggers: if risk tier remains red after two checkpoints or milestones slip twice, escalate to CRO and Product/Finance partners per GTM Agents rip-cord.
- Plan maintenance: update plan JSON/change log whenever play selection, stakeholders, or escalation paths change, keeping audit parity with GTM Agents procedures.