@djm204/agent-skills 1.0.0

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Files changed (392) hide show
  1. package/README.md +597 -0
  2. package/bin/cli.js +8 -0
  3. package/package.json +55 -0
  4. package/src/index.js +1817 -0
  5. package/src/index.test.js +1264 -0
  6. package/templates/_shared/code-quality.mdc +52 -0
  7. package/templates/_shared/communication.mdc +43 -0
  8. package/templates/_shared/core-principles.mdc +67 -0
  9. package/templates/_shared/git-workflow.mdc +48 -0
  10. package/templates/_shared/security-fundamentals.mdc +41 -0
  11. package/templates/agents/utility-agent/.cursor/rules/action-control.mdc +71 -0
  12. package/templates/agents/utility-agent/.cursor/rules/context-management.mdc +61 -0
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  14. package/templates/agents/utility-agent/.cursor/rules/overview.mdc +34 -0
  15. package/templates/agents/utility-agent/.cursor/rules/token-optimization.mdc +71 -0
  16. package/templates/agents/utility-agent/CLAUDE.md +513 -0
  17. package/templates/business/market-intelligence/.cursor/rules/data-sources.mdc +62 -0
  18. package/templates/business/market-intelligence/.cursor/rules/overview.mdc +55 -0
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  24. package/templates/business/marketing-expert/.cursor/rules/brand-strategy.mdc +74 -0
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1
+ # Marketing Expert Development Guide
2
+
3
+ Principal-level guidelines for developing brand strategy, planning multi-channel campaigns, analyzing market segments, crafting positioning, executing go-to-market plans, measuring marketing performance, and scaling growth through systematic frameworks.
4
+
5
+ ---
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+
7
+ ## Overview
8
+
9
+ This guide applies to:
10
+
11
+ - Brand strategy, positioning, and competitive differentiation
12
+ - Market segmentation, persona development, and sizing
13
+ - Campaign planning, creative strategy, and channel mix optimization
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+ - Go-to-market execution, launch planning, and sales enablement
15
+ - Marketing analytics, attribution modeling, and performance measurement
16
+ - Growth frameworks, retention strategy, and scaling loops
17
+
18
+ ### Key Principles
19
+
20
+ 1. **Customer Obsession** - Every strategy starts and ends with a deep understanding of the customer
21
+ 2. **Positioning Clarity** - If you cannot articulate differentiation in one sentence, you have not found it yet
22
+ 3. **Measurable Outcomes** - Marketing without measurement is guessing with a budget
23
+ 4. **Full-Funnel Thinking** - Optimize for the journey, not a single touchpoint
24
+ 5. **Compounding Returns** - Build assets and loops that increase in value over time
25
+ 6. **Intellectual Honesty** - Kill campaigns that do not work; double down on those that do
26
+
27
+ ### Core Frameworks
28
+
29
+ | Framework | Purpose |
30
+ |-----------|---------|
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+ | STP (Segmentation, Targeting, Positioning) | Foundation for all strategic marketing decisions |
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+ | AARRR (Pirate Metrics) | Acquisition, Activation, Retention, Revenue, Referral funnel |
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+ | Brand Pyramid | Build brand meaning from attributes to emotional benefits |
34
+ | Jobs To Be Done (JTBD) | Understand why customers hire your product |
35
+ | 4Ps / 7Ps Marketing Mix | Product, Price, Place, Promotion (+ People, Process, Physical Evidence) |
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+ | RACE Framework | Reach, Act, Convert, Engage digital marketing planning |
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+ | ICE Scoring | Impact, Confidence, Ease prioritization for experiments |
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+ | Porter's Generic Strategies | Cost leadership, differentiation, focus positioning |
39
+
40
+ ---
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+
42
+ ## Brand Strategy
43
+
44
+ ### Brand Architecture
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+
46
+ | Model | Description | Example | Trade-off |
47
+ |-------|-----------|---------|-----------|
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+ | Branded House | Single master brand across all products | Google | Equity transfers, but risk spreads |
49
+ | House of Brands | Independent brands under parent | P&G (Tide, Pampers) | Segment targeting, but higher cost |
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+ | Endorsed Brand | Sub-brands with parent endorsement | Marriott | Balance of trust and independence |
51
+ | Hybrid | Mix of approaches per business unit | Microsoft | Flexibility, but complexity |
52
+
53
+ ### Brand Positioning Canvas
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+
55
+ | Element | Definition | Example |
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+ |---------|-----------|---------|
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+ | Target Audience | Who are you for? | "Growth-stage B2B SaaS companies" |
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+ | Category | What space do you compete in? | "Revenue intelligence platform" |
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+ | Key Benefit | What is the primary value? | "Close deals 40% faster" |
60
+ | Reason to Believe | Why should they trust you? | "AI trained on 10M+ sales calls" |
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+ | Brand Personality | What human traits describe you? | "Bold, data-driven, approachable" |
62
+ | Competitive Alternative | What would they use instead? | "Manual CRM logging and gut instinct" |
63
+
64
+ ### Messaging Hierarchy
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+
66
+ ```text
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+ Messaging Hierarchy
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+ ├── Brand Promise (1 sentence)
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+ │ └── The single most important thing you want people to remember
70
+ ├── Value Propositions (3-5 pillars)
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+ │ ├── Pillar 1: [Functional benefit]
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+ │ ├── Pillar 2: [Emotional benefit]
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+ │ ├── Pillar 3: [Differentiator]
74
+ │ └── Pillar 4: [Social proof / trust]
75
+ ├── Proof Points (per pillar)
76
+ │ ├── Customer stories, case studies
77
+ │ ├── Data, benchmarks, third-party validation
78
+ │ └── Product features and capabilities
79
+ └── Audience-Specific Messaging
80
+ ├── Decision Maker: Business outcomes, ROI
81
+ ├── Influencer: Technical depth, integration
82
+ ├── End User: Ease of use, daily value
83
+ └── Champion: Career advancement, peer recognition
84
+ ```
85
+
86
+ ### Positioning Statement Template
87
+
88
+ ```markdown
89
+ ## Positioning Statement
90
+
91
+ For **[target audience]**
92
+ who **[statement of need or opportunity]**,
93
+ **[product name]** is a **[product category]**
94
+ that **[key benefit / reason to buy]**.
95
+ Unlike **[competitive alternative]**,
96
+ our product **[primary differentiation]**.
97
+
98
+ ### Proof Points
99
+ - [Data point or customer evidence 1]
100
+ - [Data point or customer evidence 2]
101
+ - [Data point or customer evidence 3]
102
+ ```
103
+
104
+ ### Competitive Differentiation Matrix
105
+
106
+ | Dimension | Your Brand | Competitor A | Competitor B | Competitor C |
107
+ |-----------|-----------|-------------|-------------|-------------|
108
+ | Price point | | | | |
109
+ | Primary audience | | | | |
110
+ | Core capability | | | | |
111
+ | Key weakness | | | | |
112
+ | Market perception | | | | |
113
+ | Distribution model | | | | |
114
+
115
+ ---
116
+
117
+ ## Market Segmentation
118
+
119
+ ### Segmentation Approaches
120
+
121
+ | Approach | Variables | Best For |
122
+ |----------|----------|----------|
123
+ | Demographic | Age, income, education, occupation | B2C mass market |
124
+ | Firmographic | Industry, company size, revenue, location | B2B targeting |
125
+ | Psychographic | Values, attitudes, interests, lifestyle | Brand positioning |
126
+ | Behavioral | Usage patterns, purchase history, loyalty | Retention and upsell |
127
+ | Needs-Based | Problems to solve, outcomes desired | Product-market fit |
128
+ | Technographic | Tech stack, adoption patterns, maturity | SaaS and developer tools |
129
+
130
+ ### Market Sizing Framework
131
+
132
+ ```text
133
+ Market Sizing Funnel
134
+ ├── TAM (Total Addressable Market)
135
+ │ ├── Everyone who could theoretically buy
136
+ │ ├── Method: Top-down from industry reports
137
+ │ └── Purpose: Investor storytelling, ceiling check
138
+ ├── SAM (Serviceable Addressable Market)
139
+ │ ├── Subset you can reach with current model
140
+ │ ├── Method: Filter by geography, segment, channel
141
+ │ └── Purpose: Strategic planning horizon
142
+ ├── SOM (Serviceable Obtainable Market)
143
+ │ ├── Realistic share you can capture in 1-3 years
144
+ │ ├── Method: Bottom-up from pipeline and capacity
145
+ │ └── Purpose: Revenue forecasting, resource allocation
146
+ └── Beachhead Market
147
+ ├── The first niche you dominate completely
148
+ ├── Method: Identify highest urgency + lowest competition
149
+ └── Purpose: Establish credibility before expanding
150
+ ```
151
+
152
+ ### Persona Development Template
153
+
154
+ ```markdown
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+ ## Persona: [Name]
156
+
157
+ **Role**: [Job title / function]
158
+ **Company**: [Size, industry, stage]
159
+
160
+ ### Goals and Pain Points
161
+ | Goals | Pain Points |
162
+ |-------|------------|
163
+ | [Primary professional goal] | [What keeps them up at night] |
164
+ | [Goal related to your product] | [Daily frustration in your category] |
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+
166
+ ### Buying Behavior
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+ | Factor | Detail |
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+ |--------|--------|
169
+ | Research sources | [Where they learn] |
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+ | Decision criteria | [Top 3 purchase factors] |
171
+ | Buying process | [Solo / committee / procurement] |
172
+ | Budget authority | [Approver / influencer / user] |
173
+ | Typical sales cycle | [Days / weeks / months] |
174
+ ```
175
+
176
+ ### ICP (Ideal Customer Profile) Scoring
177
+
178
+ | Attribute | Weight | Score (1-5) | Weighted Score |
179
+ |-----------|--------|-------------|---------------|
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+ | Industry fit | 20% | | |
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+ | Company size | 15% | | |
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+ | Budget availability | 20% | | |
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+ | Pain severity | 25% | | |
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+ | Technology readiness | 10% | | |
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+ | Champion presence | 10% | | |
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+ | **Total** | **100%** | | **__ / 5.0** |
187
+
188
+ ---
189
+
190
+ ## Campaign Strategy
191
+
192
+ ### Campaign Planning Framework
193
+
194
+ ```text
195
+ Campaign Lifecycle
196
+ ├── Strategy
197
+ │ ├── Define objective (awareness / consideration / conversion)
198
+ │ ├── Identify target segments and personas
199
+ │ ├── Set KPIs and success criteria
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+ │ └── Determine budget and timeline
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+ ├── Creative
202
+ │ ├── Develop core concept and messaging
203
+ │ ├── Create asset matrix (formats x channels)
204
+ │ ├── Build landing pages and conversion paths
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+ │ └── Prepare A/B test variants
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+ ├── Execution
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+ │ ├── Launch across channels per media plan
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+ │ ├── Monitor pacing and delivery daily
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+ │ ├── Optimize bids, targeting, and creative in-flight
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+ │ └── Coordinate cross-channel sequencing
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+ ├── Measurement
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+ │ ├── Track against KPIs daily/weekly
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+ │ ├── Run attribution analysis
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+ │ ├── Conduct post-campaign analysis
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+ │ └── Document learnings for next cycle
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+ └── Iteration
217
+ ├── Scale winning combinations
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+ ├── Kill underperformers quickly
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+ ├── Feed learnings into next campaign
220
+ └── Update persona and channel insights
221
+ ```
222
+
223
+ ### Channel Mix Matrix
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+
225
+ | Channel | Funnel Stage | Cost Model | Strengths | Weaknesses |
226
+ |---------|-------------|-----------|-----------|------------|
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+ | Paid Search | Consideration / Conversion | CPC | High intent, measurable | Expensive, competitive |
228
+ | Paid Social | Awareness / Consideration | CPM / CPC | Targeting precision, scale | Ad fatigue, privacy changes |
229
+ | Content Marketing | All stages | Fixed cost | Compounding value, SEO | Slow to build, hard to measure |
230
+ | Email Marketing | Consideration / Retention | Fixed cost | High ROI, owned channel | List decay, deliverability |
231
+ | Events / Webinars | Consideration / Conversion | Fixed cost | Relationship building | High cost per lead, logistics |
232
+ | SEO / Organic | Awareness / Consideration | Fixed cost | Sustainable traffic | 6-12 month ramp, algorithm risk |
233
+ | Partnerships | All stages | Revenue share | Trust transfer, new audiences | Less control, alignment issues |
234
+ | Direct Mail | Consideration / Conversion | Per piece | Cuts through digital noise | Cost, targeting accuracy |
235
+
236
+ ### Budget Allocation Model
237
+
238
+ | Category | Early Stage (%) | Growth Stage (%) | Mature Stage (%) |
239
+ |----------|----------------|-----------------|-----------------|
240
+ | Paid acquisition | 40-50 | 30-40 | 20-30 |
241
+ | Content and SEO | 20-25 | 20-25 | 15-20 |
242
+ | Brand and creative | 10-15 | 15-20 | 20-25 |
243
+ | Events and sponsorships | 5-10 | 10-15 | 15-20 |
244
+ | Marketing operations | 10-15 | 10-15 | 10-15 |
245
+ | Experimentation reserve | 5-10 | 5-10 | 5-10 |
246
+
247
+ ### Campaign Brief Template
248
+
249
+ ```markdown
250
+ ## Campaign Brief: [Campaign Name]
251
+
252
+ **Objective**: [Awareness / Lead Gen / Conversion / Retention]
253
+ **Target Segment**: [Primary persona and ICP]
254
+ **Timeline**: [Start date] - [End date]
255
+ **Budget**: [Total budget, breakdown by channel]
256
+
257
+ ### Core Message
258
+ [One sentence summarizing the campaign value proposition]
259
+
260
+ ### Success Metrics
261
+ | KPI | Target | Measurement Method |
262
+ |-----|--------|-------------------|
263
+ | [Metric 1] | [Target value] | [How measured] |
264
+ | [Metric 2] | [Target value] | [How measured] |
265
+ | [Metric 3] | [Target value] | [How measured] |
266
+
267
+ ### Channel Plan
268
+ | Channel | Budget | Goal | Timeline |
269
+ |---------|--------|------|----------|
270
+ | [Channel 1] | [$X] | [Channel-specific goal] | [Dates] |
271
+ | [Channel 2] | [$X] | [Channel-specific goal] | [Dates] |
272
+
273
+ ### Creative Requirements
274
+ - [Asset 1: Format, dimensions, copy length]
275
+ - [Asset 2: Format, dimensions, copy length]
276
+
277
+ ### Approval Process
278
+ | Milestone | Approver | Date |
279
+ |-----------|----------|------|
280
+ | Brief sign-off | [Name] | [Date] |
281
+ | Creative approval | [Name] | [Date] |
282
+ | Launch approval | [Name] | [Date] |
283
+ ```
284
+
285
+ ---
286
+
287
+ ## Go-to-Market Execution
288
+
289
+ ### GTM Strategy Components
290
+
291
+ ```text
292
+ Go-to-Market Architecture
293
+ ├── Market Definition
294
+ │ ├── Target segment and ICP
295
+ │ ├── Beachhead vs expansion markets
296
+ │ ├── Market timing and readiness
297
+ │ └── Competitive landscape
298
+ ├── Value Proposition
299
+ │ ├── Positioning statement
300
+ │ ├── Messaging by persona
301
+ │ ├── Proof points and social proof
302
+ │ └── Pricing and packaging
303
+ ├── Distribution Strategy
304
+ │ ├── Direct sales (enterprise)
305
+ │ ├── Self-serve (PLG)
306
+ │ ├── Channel partners (resellers, integrators)
307
+ │ └── Marketplace (app stores, directories)
308
+ ├── Demand Generation
309
+ │ ├── Inbound (content, SEO, community)
310
+ │ ├── Outbound (sales, ABM, events)
311
+ │ ├── Product-led (freemium, trials, viral)
312
+ │ └── Partner-led (co-marketing, referrals)
313
+ └── Sales Enablement
314
+ ├── Battle cards and competitive intel
315
+ ├── Demo scripts and talk tracks
316
+ ├── Objection handling guides
317
+ └── ROI calculators and business cases
318
+ ```
319
+
320
+ ### Launch Readiness Checklist
321
+
322
+ | Area | Item | Owner | Status |
323
+ |------|------|-------|--------|
324
+ | Product | Feature complete and QA passed | PM | |
325
+ | Pricing | Pricing page and billing tested | RevOps | |
326
+ | Messaging | Positioning and copy finalized | Marketing | |
327
+ | Content | Blog, landing page, one-pager ready | Content | |
328
+ | Sales | Team trained, materials distributed | Enablement | |
329
+ | Support | Knowledge base and FAQs published | Support | |
330
+ | PR | Press release and media outreach planned | Comms | |
331
+ | Analytics | Tracking, dashboards, and alerts live | Analytics | |
332
+ | Legal | Terms, privacy, compliance reviewed | Legal | |
333
+ | Executive | Internal announcement and alignment | Leadership | |
334
+
335
+ ### Pricing Strategy Matrix
336
+
337
+ | Strategy | Description | Best For |
338
+ |----------|-----------|----------|
339
+ | Value-Based | Price reflects customer value received | Strong differentiation, measurable ROI |
340
+ | Competitive | Price relative to alternatives | Commoditized markets, price-sensitive buyers |
341
+ | Cost-Plus | Price = cost + margin | Physical products, services with clear COGS |
342
+ | Penetration | Low initial price to capture share | New market entry, network effects |
343
+ | Skimming | High initial price, lower over time | Innovation-driven, early adopter segments |
344
+ | Freemium | Free tier + paid upgrades | PLG, high volume, low marginal cost |
345
+ | Usage-Based | Pay per unit consumed | Infrastructure, API, platform businesses |
346
+
347
+ ---
348
+
349
+ ## Marketing Analytics
350
+
351
+ ### Measurement Framework
352
+
353
+ ```text
354
+ Analytics Hierarchy
355
+ ├── Business Metrics (Board Level)
356
+ │ ├── Revenue attributed to marketing
357
+ │ ├── Customer acquisition cost (CAC)
358
+ │ ├── CAC payback period
359
+ │ ├── Marketing-sourced pipeline
360
+ │ └── Brand awareness (aided/unaided)
361
+ ├── Program Metrics (VP Level)
362
+ │ ├── Pipeline generated by channel
363
+ │ ├── Conversion rates by funnel stage
364
+ │ ├── Cost per lead / cost per MQL / cost per SQL
365
+ │ ├── Content engagement rates
366
+ │ └── Channel ROI
367
+ ├── Campaign Metrics (Manager Level)
368
+ │ ├── Impressions, clicks, CTR
369
+ │ ├── Landing page conversion rate
370
+ │ ├── Email open rate, click rate
371
+ │ ├── Social engagement rate
372
+ │ └── A/B test results
373
+ └── Operational Metrics (Team Level)
374
+ ├── Content production velocity
375
+ ├── Campaign launch on-time rate
376
+ ├── SLA adherence (lead response time)
377
+ ├── Database health (bounce, unsubscribe)
378
+ └── Tool utilization and adoption
379
+ ```
380
+
381
+ ### Attribution Models
382
+
383
+ | Model | Description | Strengths | Weaknesses |
384
+ |-------|-----------|-----------|------------|
385
+ | First Touch | 100% credit to first interaction | Simple, shows awareness drivers | Ignores nurture and conversion |
386
+ | Last Touch | 100% credit to last interaction | Simple, shows conversion drivers | Ignores awareness and middle |
387
+ | Linear | Equal credit to all touchpoints | Fair distribution | No signal on what matters most |
388
+ | Time Decay | More credit to recent touches | Reflects recency value | Undervalues brand and content |
389
+ | U-Shaped | 40% first, 40% last, 20% middle | Balances awareness and conversion | Somewhat arbitrary weights |
390
+ | W-Shaped | 30% first, 30% lead create, 30% opportunity, 10% rest | Full-funnel visibility | Complex to implement |
391
+ | Data-Driven | Algorithmic based on actual paths | Most accurate | Requires volume, black box |
392
+
393
+ ### A/B Testing Protocol
394
+
395
+ | Phase | Activity | Detail |
396
+ |-------|----------|--------|
397
+ | Hypothesis | State what you expect to happen | "Changing CTA from 'Learn More' to 'See Demo' will increase CTR by 15%" |
398
+ | Design | Define test parameters | Variable, control, sample size, duration |
399
+ | Execution | Run the test | Ensure random assignment, no contamination |
400
+ | Analysis | Evaluate results | Statistical significance (p < 0.05), effect size |
401
+ | Decision | Act on findings | Implement winner, document learning |
402
+ | Archive | Record for institutional memory | Test ID, hypothesis, result, next action |
403
+
404
+ ### KPI Dashboard Structure
405
+
406
+ | Dashboard | Audience | Refresh | Key Metrics |
407
+ |-----------|----------|---------|-------------|
408
+ | Executive | C-suite, Board | Monthly | Revenue, CAC, brand awareness, pipeline |
409
+ | Demand Gen | VP Marketing | Weekly | Pipeline by channel, conversion rates, spend efficiency |
410
+ | Content | Content Team | Weekly | Traffic, engagement, SEO rankings, content pipeline |
411
+ | Campaign | Campaign Managers | Daily | Impressions, clicks, conversions, pacing |
412
+ | Product Marketing | PMM | Monthly | Win/loss rates, feature adoption, competitive landscape |
413
+
414
+ ---
415
+
416
+ ## Growth Frameworks
417
+
418
+ ### Growth Loop Architecture
419
+
420
+ ```text
421
+ Growth Loop Types
422
+ ├── Viral Loop
423
+ │ ├── User invites others as part of core experience
424
+ │ ├── Metric: Viral coefficient (K-factor)
425
+ │ ├── Example: Dropbox referral, Slack workspace invites
426
+ │ └── Lever: Reduce friction in sharing, increase incentive
427
+ ├── Content Loop
428
+ │ ├── Users create content that attracts new users via search
429
+ │ ├── Metric: User-generated content volume, SEO impressions
430
+ │ ├── Example: Pinterest pins, Stack Overflow answers
431
+ │ └── Lever: Make creation easy, optimize for discoverability
432
+ ├── Paid Loop
433
+ │ ├── Revenue funds acquisition spend that generates more revenue
434
+ │ ├── Metric: LTV:CAC ratio, payback period
435
+ │ ├── Example: Performance marketing reinvestment
436
+ │ └── Lever: Improve LTV, reduce CAC, shorten payback
437
+ ├── Sales Loop
438
+ │ ├── Customer success generates referrals and case studies
439
+ │ ├── Metric: Net revenue retention, referral pipeline
440
+ │ ├── Example: Enterprise land-and-expand
441
+ │ └── Lever: Drive adoption, capture advocates, enable referrals
442
+ └── Product Loop
443
+ ├── Product usage generates data/network effects that improve value
444
+ ├── Metric: Engagement depth, network density
445
+ ├── Example: Waze traffic data, marketplace liquidity
446
+ └── Lever: Increase usage frequency, expand use cases
447
+ ```
448
+
449
+ ### AARRR Funnel Optimization
450
+
451
+ | Stage | Question | Key Metrics | Tactics |
452
+ |-------|----------|------------|---------|
453
+ | Acquisition | How do users find us? | Traffic sources, CAC, signup rate | SEO, paid, content, partnerships |
454
+ | Activation | Do users experience core value quickly? | Time to value, onboarding completion | Onboarding flows, guided setup, quick wins |
455
+ | Retention | Do users come back? | DAU/MAU, churn rate, cohort curves | Engagement loops, notifications, habit formation |
456
+ | Revenue | Do users pay? | Conversion to paid, ARPU, expansion | Pricing experiments, upsell, packaging |
457
+ | Referral | Do users tell others? | K-factor, NPS, referral conversion | Referral programs, sharing features, advocacy |
458
+
459
+ ### Experimentation Framework
460
+
461
+ ```text
462
+ Experiment Lifecycle
463
+ ├── Ideation
464
+ │ ├── Collect ideas from all teams
465
+ │ ├── Categorize by funnel stage
466
+ │ └── Estimate potential impact
467
+ ├── Prioritization (ICE Scoring)
468
+ │ ├── Impact: How big is the potential win? (1-10)
469
+ │ ├── Confidence: How sure are we it will work? (1-10)
470
+ │ ├── Ease: How quick and cheap to test? (1-10)
471
+ │ └── Score = (I + C + E) / 3
472
+ ├── Design
473
+ │ ├── Write hypothesis statement
474
+ │ ├── Define success metric and threshold
475
+ │ ├── Calculate minimum sample size
476
+ │ └── Set test duration
477
+ ├── Execution
478
+ │ ├── Build minimum viable test
479
+ │ ├── QA and launch
480
+ │ ├── Monitor for data quality issues
481
+ │ └── Do not peek at results early
482
+ └── Learning
483
+ ├── Analyze with statistical rigor
484
+ ├── Document win, loss, or inconclusive
485
+ ├── Share learnings across teams
486
+ └── Feed into next experiment cycle
487
+ ```
488
+
489
+ ### Retention Strategy Framework
490
+
491
+ | Strategy | Mechanism | Application |
492
+ |----------|----------|-------------|
493
+ | Habit Formation | Trigger-action-reward loops | Daily/weekly engagement hooks |
494
+ | Switching Costs | Data, integrations, workflows invested | Deep product integration, data moats |
495
+ | Community | Peer connections and shared identity | Forums, events, user groups |
496
+ | Content | Ongoing education and value delivery | Courses, newsletters, product tips |
497
+ | Personalization | Increasingly relevant experience | ML-driven recommendations, custom dashboards |
498
+ | Expansion | New features and use cases over time | Product roadmap aligned to user maturity |
499
+
500
+ ### Product-Led Growth Stages
501
+
502
+ | Stage | Key Tactics | Primary Metric |
503
+ |-------|-----------|---------------|
504
+ | Acquisition | Free tier, SEO templates, developer ecosystem | Signups, organic traffic |
505
+ | Activation | Self-serve onboarding, time-to-value under 5 min | Onboarding completion, first value event |
506
+ | Monetization | Usage-based triggers, in-product upgrade prompts, PQL scoring | Conversion to paid, ARPU |
507
+ | Retention | Engagement scoring, re-engagement campaigns, feature launches | DAU/MAU, churn rate |
508
+ | Expansion | Team invitations, cross-department discovery, enterprise tier | Net revenue retention, seats per account |
509
+
510
+ ---
511
+
512
+ ## Common Pitfalls
513
+
514
+ ### 1. Building Without Positioning
515
+
516
+ Wrong: Jump straight into campaigns without a clear positioning statement. Run ads that describe features rather than customer outcomes.
517
+
518
+ Right: Invest the time to define a sharp positioning statement. Validate it with customer interviews before spending a dollar on campaigns.
519
+
520
+ ### 2. Vanity Metrics Obsession
521
+
522
+ Wrong: Celebrate impressions, followers, and page views. Report metrics that feel good but do not connect to revenue.
523
+
524
+ Right: Tie every metric to a business outcome. If you cannot draw a line from the metric to revenue, it does not belong on the executive dashboard.
525
+
526
+ ### 3. Channel Loyalty Over Performance
527
+
528
+ Wrong: Keep spending on a channel because "it has always worked" or because the team is comfortable with it.
529
+
530
+ Right: Evaluate every channel quarterly by cost per pipeline dollar generated. Reallocate budget ruthlessly based on performance data.
531
+
532
+ ### 4. Ignoring Retention for Acquisition
533
+
534
+ Wrong: Pour 90% of budget into top-of-funnel acquisition while churn silently erodes the customer base.
535
+
536
+ Right: Balance acquisition and retention investment. A 5% improvement in retention often outperforms a 25% increase in lead volume.
537
+
538
+ ### 5. One-Size-Fits-All Messaging
539
+
540
+ Wrong: Use the same pitch deck, email template, and ad copy for every segment and persona.
541
+
542
+ Right: Develop persona-specific messaging that speaks to each audience's unique pain points, language, and buying criteria.
543
+
544
+ ### 6. Premature Scaling
545
+
546
+ Wrong: Increase budget 10x on a campaign that showed early promise with a small sample before reaching statistical significance.
547
+
548
+ Right: Validate performance with statistically significant data. Scale incrementally (2-3x at a time) and monitor for diminishing returns.
549
+
550
+ ### 7. Neglecting Brand for Performance
551
+
552
+ Wrong: Invest exclusively in performance marketing. Build no brand equity. Become entirely dependent on paid channels.
553
+
554
+ Right: Allocate 15-25% of budget to brand building. Brand creates demand that lowers long-term acquisition costs and increases conversion rates across all channels.
555
+
556
+ ---
557
+
558
+ ## Resources
559
+
560
+ - [Positioning: The Battle for Your Mind - Al Ries and Jack Trout](https://www.goodreads.com/book/show/760025.Positioning)
561
+ - [Obviously Awesome - April Dunford](https://www.goodreads.com/book/show/45166665-obviously-awesome)
562
+ - [Hacking Growth - Sean Ellis and Morgan Brown](https://www.goodreads.com/book/show/31625935-hacking-growth)
563
+ - [Building a StoryBrand - Donald Miller](https://www.goodreads.com/book/show/34460583-building-a-storybrand)
564
+ - [Reforge Growth Series](https://www.reforge.com/)
565
+ - [HubSpot Marketing Blog](https://blog.hubspot.com/marketing)
566
+ - [Marketing Metrics - Farris, Bendle, Pfeifer, Reibstein](https://www.goodreads.com/book/show/99609.Marketing_Metrics)
567
+ - [AARRR Pirate Metrics - Dave McClure](https://500hats.typepad.com/500blogs/2007/09/startup-metrics.html)
@@ -0,0 +1,56 @@
1
+ ---
2
+ description: Alert Management
3
+ alwaysApply: false
4
+ ---
5
+
6
+ # Alert Management
7
+
8
+ Guidelines for configuring, routing, and managing predictive maintenance alerts.
9
+
10
+ ## Alert Severity Levels
11
+
12
+ | Level | Condition | Response Time | Action |
13
+ |-------|-----------|--------------|--------|
14
+ | P1 - Critical | Imminent failure (RUL < 48h) or safety risk | < 1 hour | Stop asset, emergency maintenance |
15
+ | P2 - High | Significant degradation (RUL < 2 weeks) | < 8 hours | Schedule urgent maintenance |
16
+ | P3 - Medium | Moderate degradation detected | < 48 hours | Plan maintenance in next window |
17
+ | P4 - Low | Early degradation signal, trend emerging | Next review | Monitor, add to watchlist |
18
+ | P5 - Info | Anomaly detected, no confirmed degradation | Log only | Record for pattern analysis |
19
+
20
+ ## Alert Routing
21
+
22
+ | Severity | Primary Recipient | Channel |
23
+ |----------|------------------|---------|
24
+ | P1 | On-shift operator + maintenance lead | SMS + phone + dashboard |
25
+ | P2 | Maintenance planner + shift supervisor | Email + dashboard + push |
26
+ | P3 | Maintenance planner + asset engineer | Dashboard + email |
27
+ | P4 | Asset engineer | Dashboard |
28
+ | P5 | Analytics team | Log only |
29
+
30
+ ## Threshold Types
31
+
32
+ - **Static**: Absolute limits from manufacturer specs (e.g., vibration > 18.0 mm/s = P1)
33
+ - **Dynamic**: Adjusted for load, ambient temperature; alert when reading > mean + N std dev
34
+ - **Model-based**: RUL drops below threshold, anomaly score exceeds confidence limit, or degradation rate accelerates
35
+
36
+ ## Alert Quality Metrics
37
+
38
+ | Metric | Target |
39
+ |--------|--------|
40
+ | True positive rate | > 80% |
41
+ | False alarm rate | < 15% |
42
+ | Missed detection rate | < 5% |
43
+ | Alert-to-action time | < SLA per severity |
44
+
45
+ ## Alert Fatigue Prevention
46
+
47
+ - **Suppress duplicates**: Same asset, same condition, within suppression window
48
+ - **Aggregate related**: Multiple sensors on one asset = one alert with details
49
+ - **Escalate, don't repeat**: Unacknowledged P4 for 48h escalates to P3
50
+ - **Tune continuously**: Review false alarms monthly, adjust thresholds quarterly
51
+ - **Snooze with accountability**: Temporary suppression requires reason and expiration
52
+
53
+ ## Common Pitfalls
54
+
55
+ - **Too many P1s**: Tight thresholds to "catch everything" produces 50 daily P1s, all ignored. Reserve P1 for imminent failure or safety risk.
56
+ - **Static thresholds on variable assets**: Same vibration limit at 50% and 100% load. Normalize against operating conditions.
@@ -0,0 +1,71 @@
1
+ ---
2
+ description: Asset Lifecycle Management
3
+ alwaysApply: false
4
+ ---
5
+
6
+ # Asset Lifecycle Management
7
+
8
+ Guidelines for tracking assets from commissioning through retirement.
9
+
10
+ ## Lifecycle Stages
11
+
12
+ ```text
13
+ Procurement → Installation → Commissioning → Operation → Degradation → Overhaul/Replacement → Retirement
14
+ ```
15
+
16
+ ## Asset Registry Requirements
17
+
18
+ Every monitored asset must have:
19
+
20
+ | Field | Description |
21
+ |-------|-------------|
22
+ | Asset ID | Unique identifier (e.g., PUMP-WH3-042) |
23
+ | Asset class | Equipment category |
24
+ | Criticality | Safety/production/standard/non-critical |
25
+ | Location | Physical location hierarchy |
26
+ | Install date | Commissioning date |
27
+ | Expected life | Design life or fleet average |
28
+ | Current hours | Operating hours accumulated |
29
+ | Maintenance/failure history | Linked records with root cause analysis |
30
+ | Sensor mapping | Which sensors monitor this asset |
31
+
32
+ ## Health Index Scoring
33
+
34
+ | Health Index | Condition | Action |
35
+ |-------------|-----------|--------|
36
+ | 90-100 | Excellent | Monitor at standard frequency |
37
+ | 70-89 | Good | Monitor, no action needed |
38
+ | 50-69 | Fair | Increase monitoring, plan maintenance |
39
+ | 30-49 | Poor | Schedule maintenance in next window |
40
+ | 0-29 | Critical | Immediate intervention required |
41
+
42
+ ## Fleet Analytics
43
+
44
+ - **Survival analysis**: Weibull distribution of time-to-failure across fleet
45
+ - **Bad actor identification**: Units with failure rates > 2x fleet average
46
+ - **Aging curve analysis**: Health index degradation rate by age cohort
47
+ - **Total cost of ownership**: Acquisition + maintenance + downtime + energy
48
+
49
+ ## Replacement Decision Framework
50
+
51
+ ```text
52
+ Replace when:
53
+ ├── Repair cost > 50% of replacement AND asset > 60% of expected life
54
+ ├── Failure frequency > 3x in 12 months despite maintenance
55
+ ├── Spare parts becoming obsolete or unavailable
56
+ ├── Newer technology offers > 20% efficiency gain
57
+ └── Safety risk exceeds acceptable threshold
58
+ ```
59
+
60
+ ## Cost Tracking Per Asset
61
+
62
+ - **Capital cost**: Purchase and installation
63
+ - **Cumulative maintenance**: All preventive and corrective actions
64
+ - **Downtime cost**: Lost production attributed to this asset
65
+ - **Energy cost**: Operating consumption trends
66
+ - **Book value**: Current depreciated value
67
+
68
+ ## Common Pitfalls
69
+
70
+ - **Treating all assets equally**: Segment by criticality. Safety-critical gets PdM; non-critical can run to failure.
71
+ - **Ignoring fleet patterns**: Compare against fleet baselines. Faster-than-peer degradation signals a unique problem.