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