@event4u/agent-config 2.7.0 → 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/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/CHANGELOG.md +45 -169
- package/README.md +2 -2
- package/docs/architecture.md +2 -2
- package/docs/archive/CHANGELOG-pre-2.7.0.md +185 -0
- package/docs/catalog.md +19 -3
- package/docs/contracts/adr-gtm-context-spine.md +115 -0
- package/docs/contracts/command-surface-tiers.md +5 -0
- package/docs/contracts/context-spine.md +50 -12
- package/docs/contracts/cross-wing-handoff.md +3 -3
- package/docs/contracts/persona-schema.md +20 -3
- package/docs/guidelines/gtm-handoff.md +114 -0
- package/package.json +1 -1
- package/scripts/lint_context_spine_usage.py +4 -1
- package/scripts/schemas/persona.schema.json +5 -0
- package/scripts/schemas/skill.schema.json +2 -2
- package/scripts/skill_linter.py +177 -3
|
@@ -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.
|
|
17
|
+
- A new ICP requires re-mapping content shapes per stage because the previous mapping was inherited from a previous segment.
|
|
18
|
+
|
|
19
|
+
Do NOT use to plan publishing cadence (route to `editorial-calendar`),
|
|
20
|
+
diagnose quantitative drop-off (route to `funnel-analysis`), or
|
|
21
|
+
draft the asset itself (downstream of this skill).
|
|
22
|
+
|
|
23
|
+
## Cognition cluster
|
|
24
|
+
|
|
25
|
+
- **Mental model 14 — Meadows leverage points.** Some funnel stages
|
|
26
|
+
are *parameters* (small change, small ripple) and some are
|
|
27
|
+
*structure* (small change, system-wide ripple). The content
|
|
28
|
+
funnel design is the discipline of placing the heaviest content
|
|
29
|
+
investment at the structural leverage point, not the parameter
|
|
30
|
+
one. See
|
|
31
|
+
[`docs/contracts/mental-models.md`](../../../docs/contracts/mental-models.md) § 14.
|
|
32
|
+
- **Mental model 6 — Theory of constraints.** The slow funnel stage
|
|
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-
|
|
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.
|
|
@@ -0,0 +1,165 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: deal-qualification-meddic
|
|
3
|
+
description: "Use when qualifying or disqualifying a single deal — MEDDIC slots with evidence, inversion test, disqualification heuristic. Triggers on 'is this deal real', 'should we walk away'."
|
|
4
|
+
status: active
|
|
5
|
+
tier: senior
|
|
6
|
+
source: package
|
|
7
|
+
domain: product
|
|
8
|
+
context_spine: [product, customer-segment]
|
|
9
|
+
---
|
|
10
|
+
|
|
11
|
+
# deal-qualification-meddic
|
|
12
|
+
|
|
13
|
+
## When to use
|
|
14
|
+
|
|
15
|
+
- A single deal needs a qualification call construction or a re-qualification mid-cycle — the deal is in pipeline but the team cannot answer *"who signs, on what criterion, against what pain, by when"* in writing.
|
|
16
|
+
- Disqualification is overdue — a deal has slipped two stages or two quarters and the team is reluctant to walk, so resources are bleeding into a cell that should not be in pipeline.
|
|
17
|
+
- A rep keeps reporting *"strong champion"* but the deal stalls — qualification needs to separate champion confidence from economic-buyer reality.
|
|
18
|
+
|
|
19
|
+
Do NOT use to design pipeline stages (route to
|
|
20
|
+
`pipeline-strategy`), construct the forecast call (route to
|
|
21
|
+
`forecast-accuracy`), or build cross-deal pattern libraries (out of
|
|
22
|
+
scope — this skill is single-deal qualification, one cycle).
|
|
23
|
+
|
|
24
|
+
## Cognition cluster
|
|
25
|
+
|
|
26
|
+
- **Mental model 30 — Inversion.** Do not ask *"why should this deal
|
|
27
|
+
close?"* — ask *"name the reason this deal will not close."* If no
|
|
28
|
+
answer survives, qualification is incomplete; if the answer is
|
|
29
|
+
load-bearing and the team has no countermeasure, disqualification
|
|
30
|
+
is the call. See
|
|
31
|
+
[`docs/contracts/mental-models.md`](../../../docs/contracts/mental-models.md) § 30.
|
|
32
|
+
- **Mental model 9 — Hypothesis-driven thinking.** Each MEDDIC slot
|
|
33
|
+
is a hypothesis with falsification evidence. *"Mary is the
|
|
34
|
+
champion"* is a claim; *"Mary briefed two peers without us in the
|
|
35
|
+
room and reported back unprompted"* is evidence. Slots without
|
|
36
|
+
evidence are unfilled, regardless of rep confidence. See
|
|
37
|
+
`mental-models.md` § 9.
|
|
38
|
+
- **Mental model 13 — Occam's razor.** When MEDDIC slots conflict,
|
|
39
|
+
the simpler explanation is usually right: *"the buyer does not
|
|
40
|
+
feel the pain on the same timeline we do"* beats *"procurement is
|
|
41
|
+
unusually slow this quarter"*. Pick the simpler explanation; it
|
|
42
|
+
changes the move. See `mental-models.md` § 13.
|
|
43
|
+
- **Context-spine — product + customer-segment.** Read the
|
|
44
|
+
**product** slot for sellable scope (a deal asking for non-goal
|
|
45
|
+
scope is not qualified, it is mis-sold), and the
|
|
46
|
+
**customer-segment** slot for the segment's switch-event shape —
|
|
47
|
+
pain claims that do not match the segment's known switch events
|
|
48
|
+
are coaching opportunities, not qualifications. See
|
|
49
|
+
[`context-spine`](../../../docs/contracts/context-spine.md).
|
|
50
|
+
|
|
51
|
+
## Procedure
|
|
52
|
+
|
|
53
|
+
### Step 0: Pull the deal record
|
|
54
|
+
|
|
55
|
+
Latest call notes, last three buyer messages, named contacts and
|
|
56
|
+
their org roles, current stage, age in stage, and the
|
|
57
|
+
`stage-definitions.md` from `pipeline-strategy`. Without exit
|
|
58
|
+
criteria you cannot test whether the deal earned its current stage.
|
|
59
|
+
|
|
60
|
+
### Step 1: Walk the six MEDDIC slots with evidence
|
|
61
|
+
|
|
62
|
+
For each slot, write the claim **plus** the evidence (a buyer
|
|
63
|
+
artefact, a recording, a forwarded email, a board agenda) — not
|
|
64
|
+
*"rep believes"*.
|
|
65
|
+
|
|
66
|
+
1. **Metrics.** *"\<Buyer\> will measure \<our value\> as
|
|
67
|
+
\<quantified metric\> over \<window\>."* Evidence: buyer wrote
|
|
68
|
+
the metric or quoted it back unprompted.
|
|
69
|
+
2. **Economic buyer.** *"\<Name, title\> signs the PO."* Evidence:
|
|
70
|
+
buyer-side org chart confirmed; the EB has met the team or
|
|
71
|
+
approved the project unblocked by the champion.
|
|
72
|
+
3. **Decision criteria.** *"\<Buyer\> chooses on \<criteria\>, in
|
|
73
|
+
that order."* Evidence: criteria from the buyer's RFP, scorecard,
|
|
74
|
+
or written summary — not the rep's inference.
|
|
75
|
+
4. **Decision process.** *"\<Steps and approvers\>, ending
|
|
76
|
+
\<date\>."* Evidence: a written timeline shared by the buyer.
|
|
77
|
+
5. **Identify pain.** *"\<Pain\> costs \<\$\>/month;
|
|
78
|
+
business event \<X\> forces resolution by \<date\>."* Evidence:
|
|
79
|
+
buyer named the cost and the forcing event without prompting.
|
|
80
|
+
6. **Champion.** *"\<Name\> sells internally without us in the
|
|
81
|
+
room; benefits if we win."* Evidence: champion forwarded an
|
|
82
|
+
internal email, briefed peers, or named the personal win.
|
|
83
|
+
|
|
84
|
+
### Step 2: Inversion — name the reason this deal will not close
|
|
85
|
+
|
|
86
|
+
Write the one sentence that, if true, kills the deal. If no
|
|
87
|
+
sentence is true, the deal is qualified for its stage. If a sentence
|
|
88
|
+
is true and there is no countermeasure planned, the deal moves to
|
|
89
|
+
**disqualified-pending-evidence**.
|
|
90
|
+
|
|
91
|
+
### Step 3: Run the disqualification heuristic
|
|
92
|
+
|
|
93
|
+
Disqualify if any two of:
|
|
94
|
+
|
|
95
|
+
1. Economic buyer is unnamed or never met the team after two cycles.
|
|
96
|
+
2. No metric in writing after a discovery call and a follow-up.
|
|
97
|
+
3. No forcing event — pain exists but resolution is *"someday"*.
|
|
98
|
+
4. Champion cannot articulate the personal win when asked directly.
|
|
99
|
+
|
|
100
|
+
Disqualification is not failure; it is recovered selling time.
|
|
101
|
+
|
|
102
|
+
### Step 4: Set re-qualification triggers
|
|
103
|
+
|
|
104
|
+
For slots still open, set the trigger and deadline: *"\<slot\>
|
|
105
|
+
re-qualified when \<buyer artefact\> arrives by \<date\>."* If the
|
|
106
|
+
date passes without the artefact, the slot reverts to unfilled and
|
|
107
|
+
Step 3 runs again.
|
|
108
|
+
|
|
109
|
+
### Step 5: Hand back
|
|
110
|
+
|
|
111
|
+
Hand the MEDDIC card, the inversion sentence, and the re-qualification
|
|
112
|
+
triggers to the rep for the next buyer interaction and to
|
|
113
|
+
[`forecast-accuracy`](../forecast-accuracy/SKILL.md) for the
|
|
114
|
+
forecast call. A deal with two or more unfilled MEDDIC slots cannot
|
|
115
|
+
be **commit**, regardless of $ value or stage.
|
|
116
|
+
|
|
117
|
+
## Related Skills
|
|
118
|
+
|
|
119
|
+
**WHEN to use this**
|
|
120
|
+
|
|
121
|
+
- Qualifying or disqualifying a single deal one cycle at a time.
|
|
122
|
+
- Building the MEDDIC card with falsifiable evidence per slot.
|
|
123
|
+
|
|
124
|
+
**WHEN NOT to use this**
|
|
125
|
+
|
|
126
|
+
- Designing or auditing pipeline stages — route to
|
|
127
|
+
[`pipeline-strategy`](../pipeline-strategy/SKILL.md).
|
|
128
|
+
- Constructing the quarterly forecast call — route to
|
|
129
|
+
[`forecast-accuracy`](../forecast-accuracy/SKILL.md).
|
|
130
|
+
- Diagnosing product-led signup → activation funnels — route to
|
|
131
|
+
[`funnel-analysis`](../funnel-analysis/SKILL.md).
|
|
132
|
+
|
|
133
|
+
## When the agent should load this
|
|
134
|
+
|
|
135
|
+
- "Qualify this deal — is it real?"
|
|
136
|
+
- "Should we walk away from \<deal\>?"
|
|
137
|
+
- "Why is this stuck in proposal for 60 days?"
|
|
138
|
+
- "Was wissen wir wirklich über den Decision Process?"
|
|
139
|
+
|
|
140
|
+
## Output
|
|
141
|
+
|
|
142
|
+
1. **`meddic-card.md`** — six slots, one claim per slot with evidence link or quote. Unfilled slots flagged.
|
|
143
|
+
2. **`inversion-sentence.md`** — the one reason this deal will not close; countermeasure (or *"none — disqualify"*).
|
|
144
|
+
3. **`requalification-triggers.md`** — per-slot trigger + deadline + revert behaviour.
|
|
145
|
+
|
|
146
|
+
## Gotcha
|
|
147
|
+
|
|
148
|
+
- *"Strong champion"* without the personal-win sentence in writing is rep optimism, not qualification.
|
|
149
|
+
- A metric the rep wrote on the buyer's behalf is a metric the buyer will not defend in procurement — it must come from the buyer or be quoted back unprompted.
|
|
150
|
+
- Decision process *"once legal signs off"* is not a process; it is a hand-wave. Demand approvers, sequence, and dates.
|
|
151
|
+
|
|
152
|
+
## Do NOT
|
|
153
|
+
|
|
154
|
+
- Do NOT call a slot filled because *"the rep is sure"* — qualification is artefact-driven, not confidence-driven.
|
|
155
|
+
- Do NOT keep a deal in **commit** with two or more unfilled slots regardless of size; size flatters, slots don't.
|
|
156
|
+
- Do NOT skip disqualification because the deal is large — large deals with weak qualification miss louder.
|
|
157
|
+
|
|
158
|
+
## Runnable example
|
|
159
|
+
|
|
160
|
+
Mid-market deal, $ 180 k ACV, stuck at Proposal for 47 days.
|
|
161
|
+
|
|
162
|
+
- MEDDIC card — **Metrics:** *"reduce ticket-handle-time by 30 %"* (buyer wrote it, ✓). **Economic buyer:** *"VP Support — never met"* (✗). **Decision criteria:** RFP scoring (✓). **Decision process:** *"procurement after legal — no dates"* (✗). **Pain:** *"reps overloaded — no forcing event"* (✗ — forcing event missing). **Champion:** *"Team lead Mary — personal win unclear"* (partial).
|
|
163
|
+
- Inversion sentence — *"VP Support has not seen the value case and there is no forcing event; quarter rolls and the deal slides one more cycle."* Countermeasure: book VP-Support exec session within 10 days OR disqualify.
|
|
164
|
+
- Disqualification heuristic — three slots unfilled → **disqualified-pending-evidence**; reverts to qualified only if exec session happens by deadline.
|
|
165
|
+
- Hand-off — card + inversion + triggers → rep for VP-Support outreach; `forecast-accuracy` moves the deal out of **commit** until the slots fill.
|
|
@@ -0,0 +1,161 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: editorial-calendar
|
|
3
|
+
description: "Use when shaping cadence — evergreen / campaign / reactive split, beat-mapping across channel stages, content-debt management. Triggers on 'plan our content cadence', 'what should we publish'."
|
|
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
|
+
# editorial-calendar
|
|
12
|
+
|
|
13
|
+
## When to use
|
|
14
|
+
|
|
15
|
+
- A content programme is producing assets in bursts (campaign-shaped only) and the cadence is brittle the quarter the campaign rests.
|
|
16
|
+
- The team owes more drafts than it can ship and the backlog is functioning as content-debt rather than queue — surface and prioritise.
|
|
17
|
+
- A new audience-by-message matrix exists and the team needs to translate it into a repeating cadence with beat-mapping across channel stages.
|
|
18
|
+
|
|
19
|
+
Do NOT use to draft the asset itself (downstream), pick channel-
|
|
20
|
+
specific tactics like ad creative or email subject lines (out of
|
|
21
|
+
scope — channel-agnostic skill), or sequence a one-off launch wave
|
|
22
|
+
(route to `gtm-launch`).
|
|
23
|
+
|
|
24
|
+
## Cognition cluster
|
|
25
|
+
|
|
26
|
+
- **Mental model 3 — Pareto principle (80/20).** Roughly 20 % of
|
|
27
|
+
the editorial beats produce 80 % of the audience pull. The
|
|
28
|
+
calendar is the discipline of doubling down on the 20 % and
|
|
29
|
+
letting the 80 % be reactive, not core. See
|
|
30
|
+
[`docs/contracts/mental-models.md`](../../../docs/contracts/mental-models.md) § 3.
|
|
31
|
+
- **Mental model 18 — Pull vs. push systems.** Evergreen content is
|
|
32
|
+
a *pull* system (the audience finds it); campaigns are a *push*
|
|
33
|
+
system (we time the arrival). The calendar separates the two so
|
|
34
|
+
campaign collapse does not collapse pull. See `mental-models.md`
|
|
35
|
+
§ 18.
|
|
36
|
+
- **Context-spine — product + customer-segment + channel-stage +
|
|
37
|
+
funnel-stage.** Read **product** for what is shippable as proof,
|
|
38
|
+
**customer-segment** for who reads which beat, **channel-stage**
|
|
39
|
+
for where the audience is in the awareness arc, and
|
|
40
|
+
**funnel-stage** for whether a beat is top-of-funnel reach or
|
|
41
|
+
mid-funnel proof. See
|
|
42
|
+
[`context-spine`](../../../docs/contracts/context-spine.md).
|
|
43
|
+
|
|
44
|
+
## Procedure
|
|
45
|
+
|
|
46
|
+
### Step 0: Inherit the message stack and audience matrix
|
|
47
|
+
|
|
48
|
+
Identify the locked `primary-message.md`, `supporting-proofs.md`,
|
|
49
|
+
and `audience-matrix.md` from
|
|
50
|
+
[`messaging-architecture`](../messaging-architecture/SKILL.md). The
|
|
51
|
+
editorial calendar is a cadence translation of the matrix; without
|
|
52
|
+
the matrix it is content-as-impulse, not content-as-system.
|
|
53
|
+
|
|
54
|
+
### Step 1: Analyze the inherited cadence
|
|
55
|
+
|
|
56
|
+
Review existing surfaces: what has the team published in the last
|
|
57
|
+
two quarters, what is its evergreen pull (organic traffic over
|
|
58
|
+
time), and what was campaign-only (a single spike and decay). The
|
|
59
|
+
output is two lists: *load-bearing evergreen* and *campaign
|
|
60
|
+
artefacts that have already paid back*. Everything else is content
|
|
61
|
+
debt — name it explicitly.
|
|
62
|
+
|
|
63
|
+
### Step 2: Classify each beat — evergreen · campaign · reactive
|
|
64
|
+
|
|
65
|
+
Three buckets, never collapsed:
|
|
66
|
+
|
|
67
|
+
- **Evergreen.** Beats that map to a load-bearing proof and a
|
|
68
|
+
durable audience question. Authored once, refreshed quarterly.
|
|
69
|
+
Pull system.
|
|
70
|
+
- **Campaign.** Beats keyed to a wave (launch, event, season).
|
|
71
|
+
Authored to a date. Push system. Decommissioned by name when the
|
|
72
|
+
wave closes.
|
|
73
|
+
- **Reactive.** Beats keyed to a market or competitor event. No
|
|
74
|
+
pre-allocated slot; the calendar reserves *capacity*, not a
|
|
75
|
+
topic.
|
|
76
|
+
|
|
77
|
+
### Step 3: Beat-map across channel-stage × funnel-stage
|
|
78
|
+
|
|
79
|
+
For each audience in the matrix, plot **one** evergreen beat per
|
|
80
|
+
*(channel-stage, funnel-stage)* cell that the audience actually
|
|
81
|
+
lives in. Empty cells are explicit gaps; they do not auto-fill.
|
|
82
|
+
Beats per cell beyond one are content noise, not coverage.
|
|
83
|
+
|
|
84
|
+
### Step 4: Validate against the Pareto cut and the pull-vs-push line
|
|
85
|
+
|
|
86
|
+
Validate the calendar on three checks:
|
|
87
|
+
|
|
88
|
+
1. **Pareto cut.** Identify the 20 % of beats that, if dropped,
|
|
89
|
+
would visibly shrink audience pull. Verify exactly that 20 % has
|
|
90
|
+
the highest authoring investment. If high investment is going
|
|
91
|
+
into the 80 %, the calendar is upside-down — rebalance.
|
|
92
|
+
2. **Pull-vs-push separation.** Confirm campaign collapse does not
|
|
93
|
+
collapse evergreen — evergreen surfaces are not on the campaign
|
|
94
|
+
author's critical path.
|
|
95
|
+
3. **Reactive capacity.** Confirm reactive slots reserve hours, not
|
|
96
|
+
topics. A reactive slot with a pre-decided topic is a campaign
|
|
97
|
+
in disguise.
|
|
98
|
+
|
|
99
|
+
### Step 5: Manage content debt explicitly
|
|
100
|
+
|
|
101
|
+
Inventory the debt list from Step 1. For each item: *repay*
|
|
102
|
+
(refresh and republish), *archive* (remove from indexed surfaces),
|
|
103
|
+
or *retire* (delete). Untouched debt compounds — it is not free to
|
|
104
|
+
leave on the shelf.
|
|
105
|
+
|
|
106
|
+
### Step 6: Hand back
|
|
107
|
+
|
|
108
|
+
Hand the artefacts to [`content-funnel-design`](../content-funnel-design/SKILL.md)
|
|
109
|
+
for funnel-stage-to-shape mapping, and to
|
|
110
|
+
[`release-comms`](../release-comms/SKILL.md) when campaign waves
|
|
111
|
+
land near a launch wave from
|
|
112
|
+
[`gtm-launch`](../gtm-launch/SKILL.md).
|
|
113
|
+
|
|
114
|
+
## Related Skills
|
|
115
|
+
|
|
116
|
+
**WHEN to use this**
|
|
117
|
+
|
|
118
|
+
- The unit of work is the *cadence* (which beats repeat at which frequency on which surface), not a single asset.
|
|
119
|
+
- A team is over-investing in campaigns and under-investing in evergreen pull.
|
|
120
|
+
- A content-debt list is silently growing and needs explicit repay / archive / retire decisions.
|
|
121
|
+
|
|
122
|
+
**WHEN NOT to use this**
|
|
123
|
+
|
|
124
|
+
- Mapping each funnel stage to a content **shape** (deep-dive, comparison, demo) — route to [`content-funnel-design`](../content-funnel-design/SKILL.md).
|
|
125
|
+
- Drafting voice attributes or tone-by-context matrix — route to [`voice-and-tone-design`](../voice-and-tone-design/SKILL.md).
|
|
126
|
+
- Sequencing a launch wave with gates and beats — route to [`gtm-launch`](../gtm-launch/SKILL.md).
|
|
127
|
+
- Authoring the asset copy — out of scope here (downstream).
|
|
128
|
+
|
|
129
|
+
## When the agent should load this
|
|
130
|
+
|
|
131
|
+
- "Build us an editorial calendar for the next two quarters."
|
|
132
|
+
- "Wir produzieren zu viele Kampagnen-Artefakte — wo ist die Evergreen-Linie?"
|
|
133
|
+
- "Beat-map the cadence against the audience matrix."
|
|
134
|
+
- "What is our content-debt list and what do we repay first?"
|
|
135
|
+
- "Reactive capacity is full of pre-planned topics — fix the calendar."
|
|
136
|
+
|
|
137
|
+
## Output
|
|
138
|
+
|
|
139
|
+
1. **`cadence-classification.md`** — every active beat tagged evergreen · campaign · reactive · debt, with the Pareto-cut ranking inside the evergreen bucket.
|
|
140
|
+
2. **`beat-map.md`** — audience × channel-stage × funnel-stage grid with one evergreen beat per occupied cell, empty cells explicitly named as gaps.
|
|
141
|
+
3. **`content-debt-ledger.md`** — every debt item with a *repay*, *archive*, or *retire* decision and the date it lapses.
|
|
142
|
+
|
|
143
|
+
## Gotcha
|
|
144
|
+
|
|
145
|
+
- "We are evergreen-first" is the most common self-description and almost never true on the calendar — verify by authoring investment, not intent.
|
|
146
|
+
- Reactive capacity that is full of pre-planned topics is campaign capacity wearing reactive clothing; the calendar will betray that mid-quarter.
|
|
147
|
+
- Content debt with no archive / retire date is a roadmap pretending to be a queue. Refuse the open-ended *"we will get to it"* row.
|
|
148
|
+
|
|
149
|
+
## Do NOT
|
|
150
|
+
|
|
151
|
+
- Do NOT draft channel-specific tactics (subject lines, ad creative, video specs) — the calendar is channel-agnostic; tactics live with the channel owner.
|
|
152
|
+
- Do NOT collapse campaign and evergreen on the same critical path — campaign delay should not stall evergreen publish.
|
|
153
|
+
- Do NOT inflate beats past one per matrix cell; the cadence will not survive a quarter of vacation.
|
|
154
|
+
|
|
155
|
+
## Runnable example
|
|
156
|
+
|
|
157
|
+
Mid-market HR analytics tool, audience matrix locked (HR director · CFO · IT-security):
|
|
158
|
+
|
|
159
|
+
- Cadence classification — evergreen (4 beats, Pareto-cut top 2 carry pull); campaign (2 beats keyed to board-quarter launch wave); reactive (8 hours per fortnight reserved); debt (11 items: 5 repay, 4 archive, 2 retire).
|
|
160
|
+
- Beat-map — HR director (mid-funnel proof): one cohort-retention deep-dive per quarter. CFO (decision-funnel proof): one ROI calculator refresh per board-quarter. IT-security (top-funnel awareness): one HRIS-integration architecture explainer evergreen.
|
|
161
|
+
- Hand-off → `content-funnel-design` translates each beat into its content shape; `release-comms` co-schedules board-quarter campaign with launch waves.
|