@event4u/agent-config 2.6.1 → 2.8.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.agent-src/commands/agent-handoff.md +1 -0
- package/.agent-src/commands/agent-status.md +1 -0
- package/.agent-src/commands/agents/audit.md +1 -0
- package/.agent-src/commands/agents/init.md +1 -0
- package/.agent-src/commands/agents/optimize.md +1 -0
- package/.agent-src/commands/agents.md +1 -0
- package/.agent-src/commands/analyze-reference-repo.md +1 -0
- package/.agent-src/commands/bug-fix.md +1 -0
- package/.agent-src/commands/bug-investigate.md +1 -0
- package/.agent-src/commands/challenge-me/vision.md +1 -0
- package/.agent-src/commands/challenge-me/with-docs.md +1 -0
- package/.agent-src/commands/challenge-me.md +1 -0
- package/.agent-src/commands/chat-history/import.md +1 -0
- package/.agent-src/commands/chat-history/learn.md +1 -0
- package/.agent-src/commands/chat-history/show.md +1 -0
- package/.agent-src/commands/chat-history.md +1 -0
- package/.agent-src/commands/check-current-md.md +1 -0
- package/.agent-src/commands/commit/in-chunks.md +1 -0
- package/.agent-src/commands/commit.md +1 -0
- package/.agent-src/commands/compress.md +1 -0
- package/.agent-src/commands/context/create.md +1 -0
- package/.agent-src/commands/context/refactor.md +1 -0
- package/.agent-src/commands/context.md +1 -0
- package/.agent-src/commands/cost-report.md +1 -0
- package/.agent-src/commands/council/default.md +1 -0
- package/.agent-src/commands/council/design.md +1 -0
- package/.agent-src/commands/council/optimize.md +1 -0
- package/.agent-src/commands/council/pr.md +1 -0
- package/.agent-src/commands/council.md +1 -0
- package/.agent-src/commands/create-pr/description-only.md +1 -0
- package/.agent-src/commands/create-pr.md +1 -0
- package/.agent-src/commands/e2e-heal.md +1 -0
- package/.agent-src/commands/e2e-plan.md +1 -0
- package/.agent-src/commands/estimate-ticket.md +1 -0
- package/.agent-src/commands/feature/dev.md +1 -0
- package/.agent-src/commands/feature/explore.md +1 -0
- package/.agent-src/commands/feature/plan.md +1 -0
- package/.agent-src/commands/feature/refactor.md +1 -0
- package/.agent-src/commands/feature/roadmap.md +1 -0
- package/.agent-src/commands/feature.md +1 -0
- package/.agent-src/commands/fix/ci.md +1 -0
- package/.agent-src/commands/fix/portability.md +1 -0
- package/.agent-src/commands/fix/pr-bot-comments.md +1 -0
- package/.agent-src/commands/fix/pr-comments.md +1 -0
- package/.agent-src/commands/fix/pr-developer-comments.md +1 -0
- package/.agent-src/commands/fix/refs.md +1 -0
- package/.agent-src/commands/fix/seeder.md +1 -0
- package/.agent-src/commands/fix.md +1 -0
- package/.agent-src/commands/grill-me.md +1 -0
- package/.agent-src/commands/implement-ticket.md +1 -0
- package/.agent-src/commands/jira-ticket.md +1 -0
- package/.agent-src/commands/judge/on-diff.md +1 -0
- package/.agent-src/commands/judge/solo.md +1 -0
- package/.agent-src/commands/judge/steps.md +1 -0
- package/.agent-src/commands/judge.md +1 -0
- package/.agent-src/commands/memory/add.md +1 -0
- package/.agent-src/commands/memory/load.md +1 -0
- package/.agent-src/commands/memory/mine-session.md +1 -0
- package/.agent-src/commands/memory/promote.md +1 -0
- package/.agent-src/commands/memory/propose.md +1 -0
- package/.agent-src/commands/memory.md +1 -0
- package/.agent-src/commands/mode.md +1 -0
- package/.agent-src/commands/module/create.md +1 -0
- package/.agent-src/commands/module/explore.md +1 -0
- package/.agent-src/commands/module.md +1 -0
- package/.agent-src/commands/onboard.md +1 -0
- package/.agent-src/commands/optimize/agents-dir.md +1 -0
- package/.agent-src/commands/optimize/augmentignore.md +1 -0
- package/.agent-src/commands/optimize/rtk.md +1 -0
- package/.agent-src/commands/optimize/skills.md +1 -0
- package/.agent-src/commands/optimize-prompt.md +1 -0
- package/.agent-src/commands/optimize.md +1 -0
- package/.agent-src/commands/orchestrate.md +1 -0
- package/.agent-src/commands/override/create.md +1 -0
- package/.agent-src/commands/override/manage.md +1 -0
- package/.agent-src/commands/override.md +1 -0
- package/.agent-src/commands/package-reset.md +1 -0
- package/.agent-src/commands/package-test.md +1 -0
- package/.agent-src/commands/prepare-for-review.md +1 -0
- package/.agent-src/commands/project-analyze.md +1 -0
- package/.agent-src/commands/project-health.md +1 -0
- package/.agent-src/commands/quality-fix.md +1 -0
- package/.agent-src/commands/refine-ticket.md +1 -0
- package/.agent-src/commands/research/deep.md +1 -0
- package/.agent-src/commands/research/report.md +1 -0
- package/.agent-src/commands/research.md +1 -0
- package/.agent-src/commands/review-changes.md +1 -0
- package/.agent-src/commands/review-routing.md +1 -0
- package/.agent-src/commands/roadmap/ai-council.md +1 -0
- package/.agent-src/commands/roadmap/create.md +1 -0
- package/.agent-src/commands/roadmap/process-full.md +1 -0
- package/.agent-src/commands/roadmap/process-phase.md +1 -0
- package/.agent-src/commands/roadmap/process-step.md +1 -0
- package/.agent-src/commands/roadmap.md +1 -0
- package/.agent-src/commands/rule-compliance-audit.md +1 -0
- package/.agent-src/commands/set-cost-profile.md +1 -0
- package/.agent-src/commands/sync-agent-settings.md +1 -0
- package/.agent-src/commands/sync-gitignore/fix.md +1 -0
- package/.agent-src/commands/sync-gitignore.md +1 -0
- package/.agent-src/commands/tests/create.md +1 -0
- package/.agent-src/commands/tests/execute.md +1 -0
- package/.agent-src/commands/tests.md +1 -0
- package/.agent-src/commands/threat-model.md +1 -0
- package/.agent-src/commands/update-form-request-messages.md +1 -0
- package/.agent-src/commands/upstream-contribute.md +1 -0
- package/.agent-src/commands/work.md +1 -0
- package/.agent-src/personas/cmo.md +122 -0
- package/.agent-src/personas/customer-success-lead.md +126 -0
- package/.agent-src/personas/growth-pm.md +134 -0
- package/.agent-src/personas/revops.md +125 -0
- package/.agent-src/skills/activation-design/SKILL.md +160 -0
- package/.agent-src/skills/churn-prevention/SKILL.md +156 -0
- package/.agent-src/skills/content-funnel-design/SKILL.md +170 -0
- package/.agent-src/skills/deal-qualification-meddic/SKILL.md +165 -0
- package/.agent-src/skills/editorial-calendar/SKILL.md +161 -0
- package/.agent-src/skills/expansion-playbook/SKILL.md +171 -0
- package/.agent-src/skills/forecast-accuracy/SKILL.md +157 -0
- package/.agent-src/skills/fundraising-narrative/SKILL.md +189 -0
- package/.agent-src/skills/funnel-analysis/SKILL.md +26 -2
- package/.agent-src/skills/gtm-launch/SKILL.md +165 -0
- package/.agent-src/skills/messaging-architecture/SKILL.md +184 -0
- package/.agent-src/skills/onboarding-design/SKILL.md +158 -0
- package/.agent-src/skills/pipeline-strategy/SKILL.md +159 -0
- package/.agent-src/skills/positioning-strategy/SKILL.md +177 -0
- package/.agent-src/skills/retention-loops/SKILL.md +161 -0
- package/.agent-src/skills/subagent-orchestration/SKILL.md +1 -1
- package/.agent-src/skills/voice-and-tone-design/SKILL.md +163 -0
- package/.agent-src/templates/agents/agent-project-settings.example.yml +1 -1
- package/.claude-plugin/marketplace.json +17 -2
- package/AGENTS.md +4 -4
- package/CHANGELOG.md +60 -2257
- package/README.md +59 -33
- package/docs/architecture/augment-projection.md +70 -0
- package/docs/architecture/claude-bundle.md +77 -0
- package/docs/architecture/compression.md +67 -0
- package/docs/architecture/multi-tool-projection.md +72 -0
- package/docs/architecture.md +32 -55
- package/docs/archive/CHANGELOG-pre-2.2.0.md +2138 -0
- package/docs/archive/CHANGELOG-pre-2.7.0.md +185 -0
- package/docs/catalog.md +19 -3
- package/docs/contracts/CHANGELOG-conventions.md +121 -0
- package/docs/contracts/adr-gtm-context-spine.md +115 -0
- package/docs/contracts/command-surface-tiers.md +145 -0
- package/docs/contracts/context-spine.md +50 -12
- package/docs/contracts/cross-wing-handoff.md +3 -3
- package/docs/contracts/mcp-cloud-scope.md +193 -21
- package/docs/contracts/mcp-phase-1-scope.md +1 -0
- package/docs/contracts/persona-schema.md +20 -3
- package/docs/decisions/ADR-007-agent-discovery-scopes.md +67 -0
- package/docs/guidelines/gtm-handoff.md +114 -0
- package/docs/setup/enterprise-and-offline.md +201 -0
- package/docs/setup/per-ide/augment.md +37 -25
- package/package.json +1 -1
- package/scripts/_bootstrap_tier_frontmatter.py +151 -0
- package/scripts/agent-config +146 -83
- package/scripts/hermetic-install.sh +235 -0
- package/scripts/install.py +8 -1
- package/scripts/lint_command_tiers.py +115 -0
- package/scripts/lint_context_spine_usage.py +4 -1
- package/scripts/mcp_server/__init__.py +5 -0
- package/scripts/schemas/command.schema.json +5 -0
- package/scripts/schemas/persona.schema.json +5 -0
- package/scripts/schemas/skill.schema.json +2 -2
- package/scripts/skill_linter.py +177 -3
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---
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id: revops
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role: RevOps
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description: "The senior voice that owns the pipeline and the forecast — stage exit criteria evidence-bound, MEDDIC slots filled, forecast falsifiable, leaks named."
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tier: specialist
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wing: 3
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mode: planner
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version: "1.0"
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source: package
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---
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# RevOps
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## Focus
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Owns the **pipeline** (stages, conversion, coverage) and the
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**forecast** (commit, best-case, accuracy loop) end-to-end. Reads
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every deal against three questions: *what evidence moves the stage,
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which MEDDIC slot is empty, what would force the deal to slip*. Not
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the marketing lens — does not own message stack; holds the line on
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stage-exit-criteria, deal qualification, and forecast accuracy. Not
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the package-internal RevOps maintainer — owns customer-facing
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revenue operations, not contributor lifecycle.
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## Mindset
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- A stage is its exit criterion; without one, *"stage 3"* is just
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CRM theatre and the pipeline is sand.
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- MEDDIC slots fill with **evidence**, not narrative — *"the
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champion said …"* without an artefact is one quote from a polite
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loser.
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- Coverage reasoning is theory-of-constraints; the leak is the
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constraint, not the size of the top.
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- Forecast accuracy is the only forecast metric that compounds —
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one accurate commit beats four hopeful ones.
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- A deal qualified-in by inversion (*"what would force a no?"*) is
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worth two qualified-in by enthusiasm.
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## Unique Questions
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- Which stage in the pipeline has no exit criterion in writing —
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and how many deals are parked there?
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- Which MEDDIC slot is empty for this deal, and what artefact
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would fill it?
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- Where is the per-cell conversion below target — is the leak
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early-stage qualification or mid-stage decision-process?
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- What is this quarter's commit vs best-case vs pipeline, and what
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evidence ties each deal to its category?
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- What did last quarter's accuracy retro say — and did we act on
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it, or repeat the mistake?
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## Output Expectations
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- Format: pipeline table (stage · exit criterion · per-cell
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conversion · coverage) + MEDDIC sheet per deal (slot · evidence
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· gap) + forecast call (commit · best-case · pipeline) + retro
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delta.
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- Vocabulary: stage-exit verbs (*qualified-in*, *qualified-out*,
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*advanced*, *parked*); evidence verbs (*signed*, *attended*,
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*committed-in-writing*); never *interested*, *engaged*, *warm*.
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- Citation: every stage advance cites the exit-criterion
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artefact; every MEDDIC slot cites the source; every forecast
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category cites the deal-level evidence test.
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- Length: short — the tables are the cognition; prose is the
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delta vs prior cadence.
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## Anti-Patterns
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- Do NOT advance a deal without the stage's named exit criterion
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satisfied; *"manager override"* is a leak hidden in confidence.
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- Do NOT call a deal commit without economic-buyer evidence;
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champion enthusiasm is not commit-grade.
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- Do NOT diagnose pipeline coverage without per-cell conversion —
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coverage alone hides which cell is starving.
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- Do NOT skip the disqualification heuristic; a clean qualified-out
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is worth a quarter of false hope.
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- Do NOT chase forecast accuracy with new categories; first run
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the retro loop on the existing ones.
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## Critical Rules
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- Every pipeline stage carries an exit criterion in writing;
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stages without one route to `pipeline-strategy` before any
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forecast call.
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- Every deal in the forecast carries a MEDDIC sheet with the
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inversion test answered; deals missing the test route to
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`deal-qualification-meddic` before commit-category assignment.
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- Every forecast call runs through `forecast-accuracy` with deal-
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level evidence per category; categories without evidence rules
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cannot be committed.
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- Every quarter the accuracy retro runs against last quarter's
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call; unresolved retro items block the next commit-category
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rule change.
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- Every leak surfaces as a constraint statement (*"the constraint
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is mid-stage decision-process, not top-of-funnel volume"*);
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volume-narrative leaks route back to leading-vs-lagging audit.
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## Workflows
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1. **Pipeline-review loop.** Weekly walk of open opportunities →
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`pipeline-strategy` to audit stage definitions and per-cell
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conversion → flag stages without exit criteria → surface the
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leak as a constraint → propose the next experiment against
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the constraint, not the top.
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2. **Forecast-call loop.** Quarter-end forecast → per-deal MEDDIC
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sheet via `deal-qualification-meddic` → inversion test per
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deal → `forecast-accuracy` to assign commit / best-case /
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pipeline categories with deal-level evidence test → publish
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call with confidence band; book retro for quarter-close.
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3. **Accuracy retro loop.** Quarter closes → compare commit vs
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actual per category → surface category-rule errors (*"commit
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rule allowed champion-only deals"*) → update category rules
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in writing → re-run next quarter against updated rules; the
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retro is the only legitimate path to category-rule change.
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## Composes well with
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- `cmo` — CMO owns top-of-funnel narrative; RevOps owns whether
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it converted through stages.
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- `customer-success-lead` — RevOps hands closed-won; CS owns the
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post-signature value and feeds renewal evidence back.
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- `growth-pm` — funnel-stage diagnostics feed pipeline-stage
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diagnostics on the marketing-qualified boundary.
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- `critical-challenger` — catches commit categories that survived
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optimism but not the inversion test.
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---
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name: activation-design
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description: "Use when defining or auditing the activation event — aha-moment selection, retention correlation, falsifiable definition. Triggers on 'what is our aha moment', 'redefine activation'."
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status: active
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tier: senior
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source: package
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domain: product
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context_spine: [product, customer-segment, funnel-stage]
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---
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# activation-design
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## When to use
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- The activation event is *"signed up"* or *"logged in"* and the funnel looks healthy while retention sinks — the event does not correlate with paid or D30, so the metric is a vanity surface.
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- A new segment is being routed against an activation event built for a previous segment — the aha moment differs by segment and the metric needs to be re-keyed.
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- A product loop redesign needs activation to complete the loop's first cycle (handover from `retention-loops`) — the activation event must match the binding loop's first reward, not an arbitrary product step.
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Do NOT use to design the day-0-to-day-30 milestone path (route to
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`onboarding-design`), the long-running retention loops themselves
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(route to `retention-loops`), or the full visitor-to-paid funnel
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diagnosis (route to `funnel-analysis`).
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## Cognition cluster
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- **Mental model 9 — Hypothesis-driven thinking.** *"Event E is the
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activation moment because users who reach E retain at \<rate\>
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vs \<base\>"* is a falsifiable claim with evidence. *"E feels
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important"* is not. Pick the event that survives the
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hypothesis test. See
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[`docs/contracts/mental-models.md`](../../../docs/contracts/mental-models.md) § 9.
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- **Mental model 16 — Leading vs. lagging indicators.** Paid is
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lagging; the activation event must be leading — observable
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*before* the user has paid, and correlated with the lagging
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outcome. An activation event that is itself lagging cannot drive
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a decision in time. See `mental-models.md` § 16.
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- **Mental model 13 — Occam's razor.** When candidate events
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compete, the simpler one (single observable action) wins if it
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correlates as well as a composite. Composite events hide
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noise behind apparent precision. See `mental-models.md` § 13.
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- **Context-spine — product + customer-segment + funnel-stage.**
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Read the **product** slot for what counts as a *meaningful
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buyer action* in-product (the action must be observable in
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instrumentation), the **customer-segment** slot for the
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+
segment's switch-event (the aha moment is the segment's job
|
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46
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+
done once), and the **funnel-stage** slot for activation's
|
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47
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+
position relative to signup and paid. See
|
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[`context-spine`](../../../docs/contracts/context-spine.md).
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+
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## Procedure
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### Step 0: Inspect — name the current activation event and its correlation
|
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+
|
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|
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Inspect the existing definition. **Verify** by computing
|
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correlation between the event and paid conversion / D30 retention
|
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+
on the trailing four cohorts. If r < 0.4 with paid, the event is
|
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+
mis-defined; if r > 0.4 but the event is downstream of paid, it is
|
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+
lagging and useless for in-funnel decisions.
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+
|
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+
### Step 1: Generate three candidate activation events
|
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Each candidate is one observable user action that:
|
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+
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1. **Is in-product, in-instrumentation, in-segment-shape.** No
|
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surveys, no proxies, no inferences from secondary signals.
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2. **Sits upstream of paid in the funnel.** Activation that
|
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67
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+
requires paid is a retention metric, not an activation metric.
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3. **Maps to the segment's switch-event.** The candidate is the
|
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segment's *"job done once"* — not the vendor's vision of value.
|
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70
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+
|
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71
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+
### Step 2: Compute correlation per candidate
|
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+
|
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73
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+
For each candidate, compute on the trailing four cohorts:
|
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74
|
+
|
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75
|
+
1. **Correlation with paid conversion** (point-biserial r).
|
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76
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2. **Correlation with D30 retention** among paid users.
|
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77
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+
3. **Coverage** — what fraction of paid users ever fire the event?
|
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78
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+
A candidate with high r and low coverage is a niche aha, not
|
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79
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+
the segment's aha.
|
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80
|
+
|
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81
|
+
The candidate that maximises (r-paid × r-retention × coverage) is
|
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82
|
+
the binding event. **Verify** it passes the simplicity check
|
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|
+
(Occam): if a composite event wins by < 10 % over a simpler
|
|
84
|
+
single-action event, pick the simpler one.
|
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85
|
+
|
|
86
|
+
### Step 3: Lock the falsifiable definition
|
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|
+
|
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88
|
+
Write: *"For \<segment\>, activation = \<observable action\> within
|
|
89
|
+
\<time-to-event window\> after signup."* The time-to-event window
|
|
90
|
+
is the median time from signup to event among activated, retained
|
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91
|
+
users — not an aspiration. The window is part of the definition;
|
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|
+
events outside the window do not count.
|
|
93
|
+
|
|
94
|
+
### Step 4: Hand back to onboarding and retention
|
|
95
|
+
|
|
96
|
+
The activation event is the **target** of onboarding milestones
|
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+
(route to `onboarding-design` for the milestone path that ends at
|
|
98
|
+
this event) and the **first cycle** of the binding retention loop
|
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|
+
(route to `retention-loops` for the loop that begins from this
|
|
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|
+
event). Activation work without these two handoffs is metric
|
|
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theatre.
|
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|
+
|
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|
+
### Step 5: Run the recheck every quarter
|
|
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+
|
|
105
|
+
Each quarter, recompute the correlation on the latest four cohorts.
|
|
106
|
+
Segment shape, pricing, or packaging shifts can move the aha
|
|
107
|
+
moment by one step. **Verify** the binding event still maximises
|
|
108
|
+
r × coverage; if a new candidate now wins, propose a redefinition,
|
|
109
|
+
do not silently switch the event mid-quarter.
|
|
110
|
+
|
|
111
|
+
## Related Skills
|
|
112
|
+
|
|
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|
+
**WHEN to use this**
|
|
114
|
+
|
|
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|
+
- Defining or auditing the activation event for a segment.
|
|
116
|
+
- Verifying correlation with paid / D30 against alternatives.
|
|
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|
+
|
|
118
|
+
**WHEN NOT to use this**
|
|
119
|
+
|
|
120
|
+
- Designing the days 0–30 milestone path itself — route to
|
|
121
|
+
[`onboarding-design`](../onboarding-design/SKILL.md).
|
|
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|
+
- Designing the retention loops that begin at activation — route to
|
|
123
|
+
[`retention-loops`](../retention-loops/SKILL.md).
|
|
124
|
+
- Full visitor → paid funnel diagnosis — route to
|
|
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|
+
[`funnel-analysis`](../funnel-analysis/SKILL.md).
|
|
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|
+
|
|
127
|
+
## When the agent should load this
|
|
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|
+
|
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+
- "What is our aha moment?"
|
|
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+
- "Redefine activation for the mid-market segment."
|
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|
+
- "Does our activation event actually correlate with paid?"
|
|
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|
+
- "Welches Event ist der echte Aha-Moment?"
|
|
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|
+
|
|
134
|
+
## Output
|
|
135
|
+
|
|
136
|
+
1. **`activation-definition.md`** — segment · observable action · time-to-event window · trailing-cohort correlation with paid and D30 · coverage.
|
|
137
|
+
2. **`candidates-shortlist.md`** — three candidate events scored by r-paid × r-retention × coverage; simplicity check noted.
|
|
138
|
+
3. **`recheck-cadence.md`** — quarterly recheck plan: which cohorts feed the recompute · what would force a redefinition · who owns it.
|
|
139
|
+
|
|
140
|
+
## Gotcha
|
|
141
|
+
|
|
142
|
+
- An activation event that does not correlate with paid is a vanity event; the funnel looks fine while D30 keeps falling. Correlation comes before celebration.
|
|
143
|
+
- *"Composite"* activation events that combine three actions hide noise behind apparent precision; the simpler single-action event usually carries the segment's switch-event better.
|
|
144
|
+
- Switching the activation event mid-quarter without an A/B holdout destroys longitudinal comparison; propose a redefinition between quarters, with the recompute as evidence.
|
|
145
|
+
|
|
146
|
+
## Do NOT
|
|
147
|
+
|
|
148
|
+
- Do NOT pick activation by vendor narrative or pitch deck; the event must be observable in-product and falsifiable against retention.
|
|
149
|
+
- Do NOT define activation as something that requires paid status; activation is the leading event, paid is the lagging event.
|
|
150
|
+
- Do NOT use an industry-standard activation event ("first dashboard viewed", "first integration") without verifying segment correlation; segment shape dominates the choice.
|
|
151
|
+
|
|
152
|
+
## Runnable example
|
|
153
|
+
|
|
154
|
+
B2B mid-market analytics tool, current activation = *"user viewed dashboard"*, D30 retention 58 % despite activation rate 71 %.
|
|
155
|
+
|
|
156
|
+
- Step 0 inspect — *"viewed dashboard"* correlation with D30 paid retention r = 0.18; activation is decoupled from outcome. Flagged for redefinition.
|
|
157
|
+
- Step 1 candidates — *(C1)* connected one data source + rendered one dashboard (single action chain); *(C2)* saved one query; *(C3)* shared one dashboard with one teammate (network proxy).
|
|
158
|
+
- Step 2 scores — C1: r-paid 0.54 · r-retention 0.61 · coverage 0.78. C2: r-paid 0.34. C3: r-paid 0.41 · coverage 0.22 (niche). Winner: C1. Simplicity check: passes (single action chain).
|
|
159
|
+
- Step 3 definition — *"Mid-market activation = first data source connected and first dashboard rendered, within 24 hours of signup."*
|
|
160
|
+
- Hand-off — onboarding milestone path retargeted at C1 (`onboarding-design`); retention loop L1 from `retention-loops` begins at C1's first cycle. Quarterly recheck owned by RevOps.
|
|
@@ -0,0 +1,156 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: churn-prevention
|
|
3
|
+
description: "Use when designing churn defence — health-score signals, churn-cause split (involuntary / value / relationship / fit), early-warning loop. Triggers on 'why are accounts leaving'."
|
|
4
|
+
status: active
|
|
5
|
+
tier: senior
|
|
6
|
+
source: package
|
|
7
|
+
domain: product
|
|
8
|
+
context_spine: [product, customer-segment]
|
|
9
|
+
---
|
|
10
|
+
|
|
11
|
+
# churn-prevention
|
|
12
|
+
|
|
13
|
+
## When to use
|
|
14
|
+
|
|
15
|
+
- Net retention dropped and the team cannot name *which* of the four churn causes is dominant — defence-spending is uniform when it should be cause-specific.
|
|
16
|
+
- A health score exists but does not predict — it tracks usage but misses relationship and fit signals — and CS plays are running on bad triggers.
|
|
17
|
+
- A board ask names *"are we losing customers we should have kept, or customers who never fit?"* — the answer requires the four-way classification, not a single number.
|
|
18
|
+
|
|
19
|
+
Do NOT use to fix days 0–30 onboarding (route to
|
|
20
|
+
`onboarding-design`), drive upsell or expansion (route to
|
|
21
|
+
`expansion-playbook`), or build product-led retention loops (route
|
|
22
|
+
to `retention-loops`).
|
|
23
|
+
|
|
24
|
+
## Cognition cluster
|
|
25
|
+
|
|
26
|
+
- **Mental model 30 — Inversion.** Do not ask *"how do we keep this
|
|
27
|
+
account?"* — ask *"name the reason this account will leave."* The
|
|
28
|
+
inversion forces a cause; the cause picks the move. See
|
|
29
|
+
[`docs/contracts/mental-models.md`](../../../docs/contracts/mental-models.md) § 30.
|
|
30
|
+
- **Mental model 16 — Leading vs. lagging indicators.** Cancellation
|
|
31
|
+
is lagging; usage-decay, relationship-decay, and fit-mismatch
|
|
32
|
+
signals are leading. A health score built on lagging signals can
|
|
33
|
+
only confirm churn after the cancel request lands. See
|
|
34
|
+
`mental-models.md` § 16.
|
|
35
|
+
- **Mental model 3 — Pareto (80/20).** ~20 % of accounts carry ~80 %
|
|
36
|
+
of revenue risk. Uniform health-monitoring across the book is
|
|
37
|
+
theatre; weighted monitoring is reasoning. See
|
|
38
|
+
`mental-models.md` § 3.
|
|
39
|
+
- **Context-spine — product + customer-segment.** Read the
|
|
40
|
+
**product** slot for which capabilities the segment was sold
|
|
41
|
+
(value-churn lives here when capability and pitch diverged), and
|
|
42
|
+
the **customer-segment** slot for the segment's switch-event
|
|
43
|
+
patterns — fit-churn shows up early in segments whose switch
|
|
44
|
+
event differs from the ICP. See
|
|
45
|
+
[`context-spine`](../../../docs/contracts/context-spine.md).
|
|
46
|
+
|
|
47
|
+
## Procedure
|
|
48
|
+
|
|
49
|
+
### Step 0: Inspect — classify the last 20 churn events
|
|
50
|
+
|
|
51
|
+
Inspect the most recent 20 cancellation events. Tag each as one of:
|
|
52
|
+
|
|
53
|
+
1. **Involuntary** — payment failure, dunning, card expiry. Not a value problem; an ops problem.
|
|
54
|
+
2. **Value** — capability shipped does not match what was sold or what the buyer needs now.
|
|
55
|
+
3. **Relationship** — champion left, sponsor change, exec turnover; product still fits, relationship does not.
|
|
56
|
+
4. **Fit** — buyer was never the ICP; usage and pain never matched.
|
|
57
|
+
|
|
58
|
+
A book with > 30 % involuntary is an ops fix, not a CS fix. A book
|
|
59
|
+
with > 30 % fit is a marketing / qualification fix upstream, not a
|
|
60
|
+
CS fix.
|
|
61
|
+
|
|
62
|
+
### Step 1: Define health-score signals per cause
|
|
63
|
+
|
|
64
|
+
One leading signal per cause, falsifiable, computable from
|
|
65
|
+
existing telemetry:
|
|
66
|
+
|
|
67
|
+
1. **Involuntary** — payment-method age, dunning-retry depth.
|
|
68
|
+
2. **Value** — feature-usage decay vs paid-tier ceiling (used / available), session length trend.
|
|
69
|
+
3. **Relationship** — primary-contact response-latency, executive-meeting cadence vs contract baseline.
|
|
70
|
+
4. **Fit** — segment classification at signup vs ICP; in-product behaviour mismatch (using read-only when sold workflow).
|
|
71
|
+
|
|
72
|
+
Health score = weighted aggregate per segment; weights derived from
|
|
73
|
+
Step 0's cause distribution. Do not average across causes — average
|
|
74
|
+
hides the binding signal.
|
|
75
|
+
|
|
76
|
+
### Step 2: Set early-warning thresholds with confidence bands
|
|
77
|
+
|
|
78
|
+
For each signal, compute the historical threshold where the signal
|
|
79
|
+
flipped to a churn event within 60 days. Attach a confidence band.
|
|
80
|
+
A threshold without a band over-triggers in low-volume cohorts and
|
|
81
|
+
trains CS to ignore the alert.
|
|
82
|
+
|
|
83
|
+
### Step 3: Map cause → play
|
|
84
|
+
|
|
85
|
+
Each cause gets one default play and one disqualifier:
|
|
86
|
+
|
|
87
|
+
- **Involuntary** — payment-retry + alternate-method outreach. Disqualifier: account in voluntary cancellation queue.
|
|
88
|
+
- **Value** — capability-gap interview; if real gap, route to product; if perception gap, route to enablement.
|
|
89
|
+
- **Relationship** — multi-thread outreach to second sponsor + exec sponsor injection.
|
|
90
|
+
- **Fit** — controlled wind-down; do not invest CS hours in saving a fit-mismatch account.
|
|
91
|
+
|
|
92
|
+
### Step 4: Run the early-warning loop weekly
|
|
93
|
+
|
|
94
|
+
Weekly: pull accounts crossing threshold per signal; tag with
|
|
95
|
+
cause; assign default play; record outcome at +30 days. Outcomes
|
|
96
|
+
that do not match the play's expected lift become Step 1 signal
|
|
97
|
+
revisions next quarter — not next week.
|
|
98
|
+
|
|
99
|
+
### Step 5: Hand back
|
|
100
|
+
|
|
101
|
+
Hand the cause-classification of the last 20 events, the
|
|
102
|
+
per-cause signal definitions, and the cause → play map to CS
|
|
103
|
+
operations and to
|
|
104
|
+
[`expansion-playbook`](../expansion-playbook/SKILL.md) for the
|
|
105
|
+
healthy-account expansion-trigger logic. Net retention work
|
|
106
|
+
without the cause split is spending money in random directions.
|
|
107
|
+
|
|
108
|
+
## Related Skills
|
|
109
|
+
|
|
110
|
+
**WHEN to use this**
|
|
111
|
+
|
|
112
|
+
- Designing a churn-cause classification and weighted health score.
|
|
113
|
+
- Running the weekly early-warning loop and tuning thresholds.
|
|
114
|
+
|
|
115
|
+
**WHEN NOT to use this**
|
|
116
|
+
|
|
117
|
+
- Days 0–30 onboarding friction — route to
|
|
118
|
+
[`onboarding-design`](../onboarding-design/SKILL.md).
|
|
119
|
+
- Upsell or cross-sell to healthy accounts — route to
|
|
120
|
+
[`expansion-playbook`](../expansion-playbook/SKILL.md).
|
|
121
|
+
- Product-led habit loops or activation events — route to
|
|
122
|
+
[`retention-loops`](../retention-loops/SKILL.md).
|
|
123
|
+
|
|
124
|
+
## When the agent should load this
|
|
125
|
+
|
|
126
|
+
- "Why are accounts churning?"
|
|
127
|
+
- "Design a health score that actually predicts."
|
|
128
|
+
- "Classify last quarter's churn — value or fit?"
|
|
129
|
+
- "Welche Plays für Relationship-Churn?"
|
|
130
|
+
|
|
131
|
+
## Output
|
|
132
|
+
|
|
133
|
+
1. **`churn-classification.md`** — last 20 events tagged with cause; cause-distribution percentages with bands.
|
|
134
|
+
2. **`health-signals.md`** — per-cause leading signal · threshold · confidence band · weight in aggregate health score.
|
|
135
|
+
3. **`cause-play-map.md`** — per-cause default play · disqualifier · expected lift at +30 days.
|
|
136
|
+
|
|
137
|
+
## Gotcha
|
|
138
|
+
|
|
139
|
+
- A health score that aggregates without segmenting by cause hides the binding signal; CS plays based on the aggregate burn hours on the wrong account.
|
|
140
|
+
- *"Engagement dropped"* is not a cause; it is an observation. Engagement drops because of value, relationship, or fit — diagnose the cause before triggering a play.
|
|
141
|
+
- Fit-mismatch accounts surface as save targets when they should be wind-down targets. Saving a fit-mismatch account costs CS hours and produces a louder churn one cycle later.
|
|
142
|
+
|
|
143
|
+
## Do NOT
|
|
144
|
+
|
|
145
|
+
- Do NOT run uniform CS plays across the book; weight by Pareto-risk-tier.
|
|
146
|
+
- Do NOT change health-score thresholds inside a quarter without an A/B holdout — concurrent changes destroy the signal.
|
|
147
|
+
- Do NOT invest save-cycles into accounts whose churn cause is **fit**; route to a controlled wind-down and tighten qualification upstream.
|
|
148
|
+
|
|
149
|
+
## Runnable example
|
|
150
|
+
|
|
151
|
+
Mid-market SaaS, gross retention slipped from 92 % to 86 % over two quarters.
|
|
152
|
+
|
|
153
|
+
- Cause classification — of last 20 churns: involuntary 15 %, value 30 %, relationship 25 %, fit 30 %.
|
|
154
|
+
- Health signals — involuntary: payment-retry-depth ≥ 2 → 38 % cancel-in-60d (band 22–54). Value: feature-usage decay > 30 % MoM → 51 % cancel (band 38–64). Relationship: primary-contact silent 21+ days → 44 % cancel (band 30–58). Fit: ICP-classification ≠ ICP-purchased → 71 % cancel (band 58–82).
|
|
155
|
+
- Cause-play map — relationship-churn plays generate +18 % save-rate at +30 days; value plays generate +9 % only when paired with a product commit on the capability gap.
|
|
156
|
+
- Hand-off — classification + signals + plays → CS ops weekly; tightened qualification rule fed back to marketing (fit-mismatch upstream); healthy-account triggers handed to `expansion-playbook`.
|
|
@@ -0,0 +1,170 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: content-funnel-design
|
|
3
|
+
description: "Use when mapping funnel-stage to content shape — conversion-pathway, content-as-system, leverage-point selection. Triggers on 'design our content funnel', 'why does mid-funnel leak'."
|
|
4
|
+
status: active
|
|
5
|
+
tier: senior
|
|
6
|
+
source: package
|
|
7
|
+
domain: product
|
|
8
|
+
context_spine: [product, customer-segment, channel-stage, funnel-stage]
|
|
9
|
+
---
|
|
10
|
+
|
|
11
|
+
# content-funnel-design
|
|
12
|
+
|
|
13
|
+
## When to use
|
|
14
|
+
|
|
15
|
+
- A team has content but no funnel — each asset is shaped to its author's preference, not to the funnel stage the audience is in.
|
|
16
|
+
- The cadence (`editorial-calendar`) is locked but one funnel stage is leaking and there is no content shape that would catch it.
|
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17
|
+
- A new ICP requires re-mapping content shapes per stage because the previous mapping was inherited from a previous segment.
|
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18
|
+
|
|
19
|
+
Do NOT use to plan publishing cadence (route to `editorial-calendar`),
|
|
20
|
+
diagnose quantitative drop-off (route to `funnel-analysis`), or
|
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21
|
+
draft the asset itself (downstream of this skill).
|
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22
|
+
|
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23
|
+
## Cognition cluster
|
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24
|
+
|
|
25
|
+
- **Mental model 14 — Meadows leverage points.** Some funnel stages
|
|
26
|
+
are *parameters* (small change, small ripple) and some are
|
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27
|
+
*structure* (small change, system-wide ripple). The content
|
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28
|
+
funnel design is the discipline of placing the heaviest content
|
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29
|
+
investment at the structural leverage point, not the parameter
|
|
30
|
+
one. See
|
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31
|
+
[`docs/contracts/mental-models.md`](../../../docs/contracts/mental-models.md) § 14.
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32
|
+
- **Mental model 6 — Theory of constraints.** The slow funnel stage
|
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33
|
+
caps the whole pipeline. Adding content elsewhere does not loosen
|
|
34
|
+
the constraint. See `mental-models.md` § 6.
|
|
35
|
+
- **Mental model 16 — Leading vs. lagging indicators.** Time-to-
|
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36
|
+
proof (asset → activation question) is leading; pipeline lift is
|
|
37
|
+
lagging. The funnel design is gated on leading signals, not on
|
|
38
|
+
the lagging ones the board sees a quarter later. See
|
|
39
|
+
`mental-models.md` § 16.
|
|
40
|
+
- **Context-spine — funnel-stage + channel-stage + customer-segment
|
|
41
|
+
+ product.** Read **funnel-stage** for which stage owns each
|
|
42
|
+
content shape, **channel-stage** for where the audience meets
|
|
43
|
+
the asset, **customer-segment** for whose questions the asset
|
|
44
|
+
answers, and **product** for the proofs the asset can actually
|
|
45
|
+
back. See
|
|
46
|
+
[`context-spine`](../../../docs/contracts/context-spine.md).
|
|
47
|
+
|
|
48
|
+
## Procedure
|
|
49
|
+
|
|
50
|
+
### Step 0: Inherit the funnel diagnosis
|
|
51
|
+
|
|
52
|
+
Identify the leaking stage from
|
|
53
|
+
[`funnel-analysis`](../funnel-analysis/SKILL.md) and the cadence
|
|
54
|
+
classification from [`editorial-calendar`](../editorial-calendar/SKILL.md).
|
|
55
|
+
The content funnel design is a *response* to a diagnosed leak —
|
|
56
|
+
without the diagnosis, content investment is uniform and the
|
|
57
|
+
constraint stays where it is.
|
|
58
|
+
|
|
59
|
+
### Step 1: Analyze the inherited shapes
|
|
60
|
+
|
|
61
|
+
Review existing assets stage-by-stage. For each, identify *shape*
|
|
62
|
+
(awareness explainer, comparison, deep-dive, demo, case study,
|
|
63
|
+
calculator, onboarding walkthrough) and *whose question* it
|
|
64
|
+
answers. The output is a stage × shape grid with current investment
|
|
65
|
+
weight. Most teams discover their grid is bottom-heavy or
|
|
66
|
+
middle-empty.
|
|
67
|
+
|
|
68
|
+
### Step 2: Place the leverage-point bet
|
|
69
|
+
|
|
70
|
+
The leverage point is the **structural** stage, not the leaking
|
|
71
|
+
one. (The leaking stage is the *symptom*; the leverage point is
|
|
72
|
+
where the design choice ripples.) Often: mid-funnel proof is the
|
|
73
|
+
leverage point when the leak is decision-stage, because mid-funnel
|
|
74
|
+
proof loads the decision-stage call with conviction. Name the
|
|
75
|
+
leverage point explicitly; document why it is structural, not
|
|
76
|
+
parameter.
|
|
77
|
+
|
|
78
|
+
### Step 3: Map shape per funnel stage
|
|
79
|
+
|
|
80
|
+
For each funnel stage in the spine slot, lock the load-bearing
|
|
81
|
+
content shape:
|
|
82
|
+
|
|
83
|
+
- *Top — awareness:* one explainer per segment-question that earned
|
|
84
|
+
pull last quarter (Pareto cut from `editorial-calendar`).
|
|
85
|
+
- *Mid — consideration:* one comparison or deep-dive per
|
|
86
|
+
load-bearing proof from the message stack.
|
|
87
|
+
- *Bottom — decision:* one calculator, demo, or reference quote per
|
|
88
|
+
audience-matrix cell that signals economic-buyer fear.
|
|
89
|
+
- *Activation:* one onboarding walkthrough keyed to the first
|
|
90
|
+
switch-event the customer faces.
|
|
91
|
+
|
|
92
|
+
### Step 4: Design the conversion pathway
|
|
93
|
+
|
|
94
|
+
A pathway is **two assets in sequence** that an audience plausibly
|
|
95
|
+
walks. For each pathway, name the *first-asset → second-asset*
|
|
96
|
+
edge and the question the second answers that the first surfaced.
|
|
97
|
+
Pathways without a credible edge are wishful inventory, not a
|
|
98
|
+
funnel.
|
|
99
|
+
|
|
100
|
+
### Step 5: Validate against constraint and leverage
|
|
101
|
+
|
|
102
|
+
Validate the design on three checks:
|
|
103
|
+
|
|
104
|
+
1. **Constraint coverage.** Verify the leaking stage from
|
|
105
|
+
`funnel-analysis` has a shape designed for it — not just *more*
|
|
106
|
+
content, but the shape the audience asks for at that stage.
|
|
107
|
+
2. **Leverage-point investment.** Verify the heaviest authoring
|
|
108
|
+
investment lands at the leverage point, not at the leak.
|
|
109
|
+
3. **Pathway plausibility.** Walk three of the designed pathways
|
|
110
|
+
end-to-end with the audience-matrix lens. Verify each second
|
|
111
|
+
asset earns the click; if it requires a buyer leap, the pathway
|
|
112
|
+
is fiction.
|
|
113
|
+
|
|
114
|
+
### Step 6: Hand back
|
|
115
|
+
|
|
116
|
+
Hand the artefacts to [`editorial-calendar`](../editorial-calendar/SKILL.md)
|
|
117
|
+
for cadence assignment, to [`funnel-analysis`](../funnel-analysis/SKILL.md)
|
|
118
|
+
for a re-diagnosis four weeks after launch, and to
|
|
119
|
+
[`activation-design`](../activation-design/SKILL.md) for the
|
|
120
|
+
activation-stage handoff.
|
|
121
|
+
|
|
122
|
+
## Related Skills
|
|
123
|
+
|
|
124
|
+
**WHEN to use this**
|
|
125
|
+
|
|
126
|
+
- The unit of work is the funnel-stage × content-shape grid, not a single asset.
|
|
127
|
+
- A diagnosed funnel leak needs a content shape, not more authoring volume.
|
|
128
|
+
- The team is investing uniformly across stages instead of at the leverage point.
|
|
129
|
+
|
|
130
|
+
**WHEN NOT to use this**
|
|
131
|
+
|
|
132
|
+
- Planning publishing cadence and content-debt management — route to [`editorial-calendar`](../editorial-calendar/SKILL.md).
|
|
133
|
+
- Quantitative funnel-stage diagnostics and leak detection — route to [`funnel-analysis`](../funnel-analysis/SKILL.md).
|
|
134
|
+
- Activation-event selection inside the product — route to [`activation-design`](../activation-design/SKILL.md).
|
|
135
|
+
- Drafting the asset copy itself — out of scope; downstream of this skill.
|
|
136
|
+
|
|
137
|
+
## When the agent should load this
|
|
138
|
+
|
|
139
|
+
- "Mid-funnel leaks — design the content funnel to fix it."
|
|
140
|
+
- "Map our content shapes to the funnel stages for the new ICP."
|
|
141
|
+
- "Was ist unser Leverage-Point in der Content-Funnel?"
|
|
142
|
+
- "Build conversion pathways from top-of-funnel to decision."
|
|
143
|
+
- "Why is content investment uniform across stages?"
|
|
144
|
+
|
|
145
|
+
## Output
|
|
146
|
+
|
|
147
|
+
1. **`stage-shape-grid.md`** — stage × shape matrix, current investment vs. designed investment, leverage-point cell marked.
|
|
148
|
+
2. **`conversion-pathways.md`** — one row per pathway: first-asset → second-asset edge, question the second asset earns, audience-matrix cell it serves.
|
|
149
|
+
3. **`leverage-point-rationale.md`** — named leverage stage, *why structural, not parameter* argument, and the leading-indicator threshold the design will be re-checked against.
|
|
150
|
+
|
|
151
|
+
## Gotcha
|
|
152
|
+
|
|
153
|
+
- The leaking stage is rarely the leverage stage; treating them as identical concentrates content where it does not move the constraint.
|
|
154
|
+
- "More mid-funnel content" is not a design — it is volume. The shape and the question both have to land.
|
|
155
|
+
- Pathways are usually fictional on the first draft because the second asset assumes a buyer leap. Walk them.
|
|
156
|
+
|
|
157
|
+
## Do NOT
|
|
158
|
+
|
|
159
|
+
- Do NOT prescribe channel-specific tactics (subject lines, ad placements, video specs) — channel ownership is downstream and out of scope.
|
|
160
|
+
- Do NOT design uniformly across stages; uniform design encodes uniform leverage, which is leverage-blindness.
|
|
161
|
+
- Do NOT skip Step 0 — content funnel without a funnel diagnosis is content-as-impulse with extra steps.
|
|
162
|
+
|
|
163
|
+
## Runnable example
|
|
164
|
+
|
|
165
|
+
Mid-market HR analytics, funnel-analysis diagnosed mid-funnel leak (decision-stage conversion is fine, but mid-funnel disqualifies before reaching it):
|
|
166
|
+
|
|
167
|
+
- Stage-shape grid — top: 2 awareness explainers (current); mid: 0 comparison deep-dives (gap); bottom: 3 ROI calculators (over-invested).
|
|
168
|
+
- Leverage point — *mid-funnel proof*, because the decision-stage call is starved of conviction; structural ripple.
|
|
169
|
+
- Pathway — *"How HR directors lose 7 hours per board-quarter"* (top) → *"Cohort-retention deep-dive vs. spreadsheet rebuild"* (mid) → *ROI calculator* (decision).
|
|
170
|
+
- Hand-off → `editorial-calendar` re-allocates campaign weight to mid-funnel; `funnel-analysis` re-diagnoses at week 4.
|