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skills/advocacy-roster-system/SKILL.md
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skills/advocacy-roster-system/SKILL.md
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---
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name: advocacy-roster-system
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description: Scoring and governance framework for managing reference customers and
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advocacy cohorts.
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---
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# Advocacy Roster System Skill
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## When to Use
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- Building or refreshing reference customer pools and advisory boards.
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- Evaluating which customers are ready for public storytelling or beta participation.
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- Monitoring engagement health and risk signals for active advocates.
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## Framework
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1. **Scoring Model** – satisfaction, product breadth, results achieved, relationship strength, legal clearance.
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2. **Engagement Calendar** – cadence for check-ins, stories, events, and feedback loops.
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3. **Risk Monitoring** – signals for overuse, upcoming renewals, competitive threats.
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4. **Compliance Layer** – NDAs, consent tracking, brand guidelines, incentive policies.
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5. **Reporting** – dashboards for advocate pipeline, coverage by persona/industry, and influence on revenue.
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## Templates
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- Roster spreadsheet/Notion DB with scoring, health, assignments.
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- Advocate briefing doc with key facts, proof points, and guardrails.
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- Quarterly council recap + next-step template.
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## Tips
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- Limit outreach frequency and segment advocates to avoid fatigue.
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- Align with CS/AM owners before committing customers to references.
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- Pair with `activate-advocacy-program` command for turnkey campaign launch.
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---
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skills/closed-loop-playbook/SKILL.md
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skills/closed-loop-playbook/SKILL.md
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---
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name: closed-loop-playbook
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description: Governance system for routing VoC insights to owners and tracking follow-through.
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---
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# Closed-Loop Playbook Skill
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## When to Use
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- After synthesizing VoC insights that require cross-functional action.
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- During QBRs or ELT reviews to show status of customer commitments.
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- Whenever audit trails are required for compliance or customer councils.
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## Framework
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1. **Intake** – capture insight ID, driver, severity, customer(s), and evidence link.
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2. **Routing** – assign accountable owner, supporting squad, and due date.
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3. **Action Plan** – define mitigation plan, success criteria, and measurement method.
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4. **Communication** – schedule updates to customers, exec sponsors, and internal stakeholders.
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5. **Retrospective** – log outcomes, lessons, and whether additional listening is needed.
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## Templates
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- Action register (spreadsheet/Notion/Jira) with status automation.
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- Customer commitment digest template for AM/CS teams.
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- SLA matrix by issue severity and customer tier.
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## Tips
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- Integrate with ticketing/project systems to avoid duplicate tracking.
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- Highlight blockers early; exec sponsors can unblock resources fast.
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- Close the loop with customers even when timelines slip—transparency builds trust.
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---
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skills/customer-feedback-taxonomy/SKILL.md
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skills/customer-feedback-taxonomy/SKILL.md
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---
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name: customer-feedback-taxonomy
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description: Standardized tagging schema for personas, lifecycle stages, drivers,
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and sentiment.
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---
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# Customer Feedback Taxonomy Skill
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## When to Use
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- Normalizing surveys, interviews, support logs, or community chatter before synthesis.
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- Auditing existing VoC datasets for drift or inconsistencies.
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- Onboarding new teams to shared tagging standards.
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## Framework
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1. **Persona Layer** – map ICP, role, and influence level.
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2. **Lifecycle Layer** – awareness, onboarding, adoption, expansion, renewal, advocacy.
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3. **Driver Layer** – product, service, pricing, experience, relationship, outcomes.
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4. **Sentiment Layer** – strength, urgency, confidence, sample size.
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5. **Metadata Layer** – ARR, region, industry, channel, last touch.
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## Templates
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- CSV/Sheet taxonomy with dropdowns and validation rules.
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- JSON schema for tagging automation or webhook ingestion.
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- Governance checklist for quarterly taxonomy refresh.
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## Tips
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- Keep taxonomy lean (<30 drivers) to encourage adoption.
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- Version every change so historical analyses remain comparable.
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- Pair with `run-voc-listening-tour` to auto-tag new signals.
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---
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skills/signal-correlation-workbench/SKILL.md
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skills/signal-correlation-workbench/SKILL.md
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---
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name: signal-correlation-workbench
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description: Toolkit for linking VoC feedback with telemetry, revenue, and operational
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data.
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---
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# Signal Correlation Workbench Skill
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## When to Use
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- Quantifying the impact of qualitative feedback on churn, expansion, and adoption.
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- Connecting support data, product usage, and survey responses into a unified narrative.
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- Testing hypotheses about leading indicators for customer health.
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## Framework
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1. **Data Inventory** – list all relevant sources (surveys, NPS, CSAT, telemetry, CRM, finance).
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2. **Join Strategy** – map IDs/keys, sampling windows, and normalization rules.
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3. **Correlation Analysis** – evaluate relationships (Pearson/Spearman), cohort comparisons, regression snippets.
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4. **Signal Strength Scoring** – combine volume, recency, severity, and revenue exposure.
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5. **Insight Packaging** – translate stats into plain language, visuals, and actionable levers.
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## Templates
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- SQL/notebook snippets for merging VoC tags with product/CRM tables.
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- Dashboard layout showing signal volume vs impact.
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- Experiment tracker linking hypotheses to validated outcomes.
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## Tips
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- Watch for survivor bias; include lost customers when possible.
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- Flag data quality caveats prominently to maintain trust.
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- Pair with `synthesize-voc-insights` to auto-embed correlations into narratives.
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---
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