@event4u/agent-config 2.7.0 → 2.8.0

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  1. package/.agent-src/personas/cmo.md +122 -0
  2. package/.agent-src/personas/customer-success-lead.md +126 -0
  3. package/.agent-src/personas/growth-pm.md +134 -0
  4. package/.agent-src/personas/revops.md +125 -0
  5. package/.agent-src/skills/activation-design/SKILL.md +160 -0
  6. package/.agent-src/skills/churn-prevention/SKILL.md +156 -0
  7. package/.agent-src/skills/content-funnel-design/SKILL.md +170 -0
  8. package/.agent-src/skills/deal-qualification-meddic/SKILL.md +165 -0
  9. package/.agent-src/skills/editorial-calendar/SKILL.md +161 -0
  10. package/.agent-src/skills/expansion-playbook/SKILL.md +171 -0
  11. package/.agent-src/skills/forecast-accuracy/SKILL.md +157 -0
  12. package/.agent-src/skills/fundraising-narrative/SKILL.md +189 -0
  13. package/.agent-src/skills/funnel-analysis/SKILL.md +26 -2
  14. package/.agent-src/skills/gtm-launch/SKILL.md +165 -0
  15. package/.agent-src/skills/messaging-architecture/SKILL.md +184 -0
  16. package/.agent-src/skills/onboarding-design/SKILL.md +158 -0
  17. package/.agent-src/skills/pipeline-strategy/SKILL.md +159 -0
  18. package/.agent-src/skills/positioning-strategy/SKILL.md +177 -0
  19. package/.agent-src/skills/retention-loops/SKILL.md +161 -0
  20. package/.agent-src/skills/subagent-orchestration/SKILL.md +1 -1
  21. package/.agent-src/skills/voice-and-tone-design/SKILL.md +163 -0
  22. package/.agent-src/templates/agents/agent-project-settings.example.yml +1 -1
  23. package/.claude-plugin/marketplace.json +17 -2
  24. package/CHANGELOG.md +45 -169
  25. package/README.md +2 -2
  26. package/docs/architecture.md +2 -2
  27. package/docs/archive/CHANGELOG-pre-2.7.0.md +185 -0
  28. package/docs/catalog.md +19 -3
  29. package/docs/contracts/adr-gtm-context-spine.md +115 -0
  30. package/docs/contracts/command-surface-tiers.md +5 -0
  31. package/docs/contracts/context-spine.md +50 -12
  32. package/docs/contracts/cross-wing-handoff.md +3 -3
  33. package/docs/contracts/persona-schema.md +20 -3
  34. package/docs/guidelines/gtm-handoff.md +114 -0
  35. package/package.json +1 -1
  36. package/scripts/lint_context_spine_usage.py +4 -1
  37. package/scripts/schemas/persona.schema.json +5 -0
  38. package/scripts/schemas/skill.schema.json +2 -2
  39. package/scripts/skill_linter.py +177 -3
@@ -0,0 +1,156 @@
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+ ---
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+ name: churn-prevention
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+ 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'."
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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]
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+ ---
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+
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+ # churn-prevention
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+
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+ ## When to use
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+
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+ - 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.
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+ - 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.
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+ - 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.
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+
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+ Do NOT use to fix days 0–30 onboarding (route to
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+ `onboarding-design`), drive upsell or expansion (route to
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+ `expansion-playbook`), or build product-led retention loops (route
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+ to `retention-loops`).
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+
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+ ## Cognition cluster
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+
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+ - **Mental model 30 — Inversion.** Do not ask *"how do we keep this
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+ account?"* — ask *"name the reason this account will leave."* The
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+ inversion forces a cause; the cause picks the move. See
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+ [`docs/contracts/mental-models.md`](../../../docs/contracts/mental-models.md) § 30.
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+ - **Mental model 16 — Leading vs. lagging indicators.** Cancellation
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+ is lagging; usage-decay, relationship-decay, and fit-mismatch
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+ signals are leading. A health score built on lagging signals can
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+ only confirm churn after the cancel request lands. See
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+ `mental-models.md` § 16.
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+ - **Mental model 3 — Pareto (80/20).** ~20 % of accounts carry ~80 %
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+ of revenue risk. Uniform health-monitoring across the book is
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+ theatre; weighted monitoring is reasoning. See
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+ `mental-models.md` § 3.
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+ - **Context-spine — product + customer-segment.** Read the
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+ **product** slot for which capabilities the segment was sold
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+ (value-churn lives here when capability and pitch diverged), and
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+ the **customer-segment** slot for the segment's switch-event
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+ patterns — fit-churn shows up early in segments whose switch
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+ event differs from the ICP. 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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+
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+ ### Step 0: Inspect — classify the last 20 churn events
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+
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+ Inspect the most recent 20 cancellation events. Tag each as one of:
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+
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+ 1. **Involuntary** — payment failure, dunning, card expiry. Not a value problem; an ops problem.
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+ 2. **Value** — capability shipped does not match what was sold or what the buyer needs now.
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+ 3. **Relationship** — champion left, sponsor change, exec turnover; product still fits, relationship does not.
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+ 4. **Fit** — buyer was never the ICP; usage and pain never matched.
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+
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+ A book with > 30 % involuntary is an ops fix, not a CS fix. A book
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+ with > 30 % fit is a marketing / qualification fix upstream, not a
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+ CS fix.
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+
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+ ### Step 1: Define health-score signals per cause
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+
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+ One leading signal per cause, falsifiable, computable from
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+ existing telemetry:
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+
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+ 1. **Involuntary** — payment-method age, dunning-retry depth.
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+ 2. **Value** — feature-usage decay vs paid-tier ceiling (used / available), session length trend.
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+ 3. **Relationship** — primary-contact response-latency, executive-meeting cadence vs contract baseline.
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+ 4. **Fit** — segment classification at signup vs ICP; in-product behaviour mismatch (using read-only when sold workflow).
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+
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+ Health score = weighted aggregate per segment; weights derived from
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+ Step 0's cause distribution. Do not average across causes — average
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+ hides the binding signal.
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+
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+ ### Step 2: Set early-warning thresholds with confidence bands
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+
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+ For each signal, compute the historical threshold where the signal
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+ flipped to a churn event within 60 days. Attach a confidence band.
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+ A threshold without a band over-triggers in low-volume cohorts and
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+ trains CS to ignore the alert.
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+
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+ ### Step 3: Map cause → play
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+
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+ Each cause gets one default play and one disqualifier:
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+
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+ - **Involuntary** — payment-retry + alternate-method outreach. Disqualifier: account in voluntary cancellation queue.
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+ - **Value** — capability-gap interview; if real gap, route to product; if perception gap, route to enablement.
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+ - **Relationship** — multi-thread outreach to second sponsor + exec sponsor injection.
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+ - **Fit** — controlled wind-down; do not invest CS hours in saving a fit-mismatch account.
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+
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+ ### Step 4: Run the early-warning loop weekly
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+
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+ Weekly: pull accounts crossing threshold per signal; tag with
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+ cause; assign default play; record outcome at +30 days. Outcomes
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+ that do not match the play's expected lift become Step 1 signal
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+ revisions next quarter — not next week.
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+
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+ ### Step 5: Hand back
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+
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+ Hand the cause-classification of the last 20 events, the
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+ per-cause signal definitions, and the cause → play map to CS
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+ operations and to
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+ [`expansion-playbook`](../expansion-playbook/SKILL.md) for the
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+ healthy-account expansion-trigger logic. Net retention work
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+ without the cause split is spending money in random directions.
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+
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+ ## Related Skills
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+
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+ **WHEN to use this**
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+
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+ - Designing a churn-cause classification and weighted health score.
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+ - Running the weekly early-warning loop and tuning thresholds.
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+
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+ **WHEN NOT to use this**
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+
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+ - Days 0–30 onboarding friction — route to
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+ [`onboarding-design`](../onboarding-design/SKILL.md).
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+ - Upsell or cross-sell to healthy accounts — route to
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+ [`expansion-playbook`](../expansion-playbook/SKILL.md).
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+ - Product-led habit loops or activation events — route to
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+ [`retention-loops`](../retention-loops/SKILL.md).
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+
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+ ## When the agent should load this
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+
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+ - "Why are accounts churning?"
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+ - "Design a health score that actually predicts."
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+ - "Classify last quarter's churn — value or fit?"
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+ - "Welche Plays für Relationship-Churn?"
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+
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+ ## Output
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+
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+ 1. **`churn-classification.md`** — last 20 events tagged with cause; cause-distribution percentages with bands.
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+ 2. **`health-signals.md`** — per-cause leading signal · threshold · confidence band · weight in aggregate health score.
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+ 3. **`cause-play-map.md`** — per-cause default play · disqualifier · expected lift at +30 days.
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+
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+ ## Gotcha
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+
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+ - 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.
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+ - *"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.
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+ - 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.
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+
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+ ## Do NOT
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+
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+ - Do NOT run uniform CS plays across the book; weight by Pareto-risk-tier.
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+ - Do NOT change health-score thresholds inside a quarter without an A/B holdout — concurrent changes destroy the signal.
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+ - Do NOT invest save-cycles into accounts whose churn cause is **fit**; route to a controlled wind-down and tighten qualification upstream.
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+
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+ ## Runnable example
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+
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+ Mid-market SaaS, gross retention slipped from 92 % to 86 % over two quarters.
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+
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+ - Cause classification — of last 20 churns: involuntary 15 %, value 30 %, relationship 25 %, fit 30 %.
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+ - 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).
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+ - 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.
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+ - 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 @@
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+ ---
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+ name: content-funnel-design
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+ 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'."
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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, channel-stage, funnel-stage]
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+ ---
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+
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+ # content-funnel-design
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+
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+ ## When to use
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+
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+ - 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.
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+ - 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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+ - A new ICP requires re-mapping content shapes per stage because the previous mapping was inherited from a previous segment.
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+
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+ Do NOT use to plan publishing cadence (route to `editorial-calendar`),
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+ diagnose quantitative drop-off (route to `funnel-analysis`), or
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+ draft the asset itself (downstream of this skill).
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+
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+ ## Cognition cluster
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+
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+ - **Mental model 14 — Meadows leverage points.** Some funnel stages
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+ are *parameters* (small change, small ripple) and some are
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+ *structure* (small change, system-wide ripple). The content
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+ funnel design is the discipline of placing the heaviest content
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+ investment at the structural leverage point, not the parameter
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+ one. See
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+ [`docs/contracts/mental-models.md`](../../../docs/contracts/mental-models.md) § 14.
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+ - **Mental model 6 — Theory of constraints.** The slow funnel stage
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+ caps the whole pipeline. Adding content elsewhere does not loosen
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+ the constraint. See `mental-models.md` § 6.
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+ - **Mental model 16 — Leading vs. lagging indicators.** Time-to-
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+ proof (asset → activation question) is leading; pipeline lift is
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+ lagging. The funnel design is gated on leading signals, not on
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+ the lagging ones the board sees a quarter later. See
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+ `mental-models.md` § 16.
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+ - **Context-spine — funnel-stage + channel-stage + customer-segment
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+ + product.** Read **funnel-stage** for which stage owns each
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+ content shape, **channel-stage** for where the audience meets
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+ the asset, **customer-segment** for whose questions the asset
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+ answers, and **product** for the proofs the asset can actually
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+ back. 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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+
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+ ### Step 0: Inherit the funnel diagnosis
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+
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+ Identify the leaking stage from
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+ [`funnel-analysis`](../funnel-analysis/SKILL.md) and the cadence
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+ classification from [`editorial-calendar`](../editorial-calendar/SKILL.md).
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+ The content funnel design is a *response* to a diagnosed leak —
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+ without the diagnosis, content investment is uniform and the
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+ constraint stays where it is.
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+
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+ ### Step 1: Analyze the inherited shapes
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+
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+ Review existing assets stage-by-stage. For each, identify *shape*
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+ (awareness explainer, comparison, deep-dive, demo, case study,
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+ calculator, onboarding walkthrough) and *whose question* it
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+ answers. The output is a stage × shape grid with current investment
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+ weight. Most teams discover their grid is bottom-heavy or
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+ middle-empty.
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+
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+ ### Step 2: Place the leverage-point bet
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+
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+ The leverage point is the **structural** stage, not the leaking
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+ one. (The leaking stage is the *symptom*; the leverage point is
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+ where the design choice ripples.) Often: mid-funnel proof is the
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+ leverage point when the leak is decision-stage, because mid-funnel
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+ proof loads the decision-stage call with conviction. Name the
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+ leverage point explicitly; document why it is structural, not
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+ parameter.
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+
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+ ### Step 3: Map shape per funnel stage
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+
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+ For each funnel stage in the spine slot, lock the load-bearing
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+ content shape:
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+
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+ - *Top — awareness:* one explainer per segment-question that earned
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+ pull last quarter (Pareto cut from `editorial-calendar`).
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+ - *Mid — consideration:* one comparison or deep-dive per
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+ load-bearing proof from the message stack.
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+ - *Bottom — decision:* one calculator, demo, or reference quote per
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+ audience-matrix cell that signals economic-buyer fear.
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+ - *Activation:* one onboarding walkthrough keyed to the first
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+ switch-event the customer faces.
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+
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+ ### Step 4: Design the conversion pathway
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+
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+ A pathway is **two assets in sequence** that an audience plausibly
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+ walks. For each pathway, name the *first-asset → second-asset*
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+ edge and the question the second answers that the first surfaced.
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+ Pathways without a credible edge are wishful inventory, not a
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+ funnel.
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+
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+ ### Step 5: Validate against constraint and leverage
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+
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+ Validate the design on three checks:
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+
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+ 1. **Constraint coverage.** Verify the leaking stage from
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+ `funnel-analysis` has a shape designed for it — not just *more*
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+ content, but the shape the audience asks for at that stage.
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+ 2. **Leverage-point investment.** Verify the heaviest authoring
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+ investment lands at the leverage point, not at the leak.
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+ 3. **Pathway plausibility.** Walk three of the designed pathways
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+ end-to-end with the audience-matrix lens. Verify each second
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+ asset earns the click; if it requires a buyer leap, the pathway
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+ is fiction.
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+
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+ ### Step 6: Hand back
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+
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+ Hand the artefacts to [`editorial-calendar`](../editorial-calendar/SKILL.md)
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+ for cadence assignment, to [`funnel-analysis`](../funnel-analysis/SKILL.md)
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+ for a re-diagnosis four weeks after launch, and to
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+ [`activation-design`](../activation-design/SKILL.md) for the
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+ activation-stage handoff.
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+
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+ ## Related Skills
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+
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+ **WHEN to use this**
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+
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+ - The unit of work is the funnel-stage × content-shape grid, not a single asset.
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+ - A diagnosed funnel leak needs a content shape, not more authoring volume.
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+ - The team is investing uniformly across stages instead of at the leverage point.
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+
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+ **WHEN NOT to use this**
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+
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+ - Planning publishing cadence and content-debt management — route to [`editorial-calendar`](../editorial-calendar/SKILL.md).
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+ - Quantitative funnel-stage diagnostics and leak detection — route to [`funnel-analysis`](../funnel-analysis/SKILL.md).
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+ - Activation-event selection inside the product — route to [`activation-design`](../activation-design/SKILL.md).
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+ - Drafting the asset copy itself — out of scope; downstream of this skill.
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+
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+ ## When the agent should load this
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+
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+ - "Mid-funnel leaks — design the content funnel to fix it."
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+ - "Map our content shapes to the funnel stages for the new ICP."
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+ - "Was ist unser Leverage-Point in der Content-Funnel?"
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+ - "Build conversion pathways from top-of-funnel to decision."
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+ - "Why is content investment uniform across stages?"
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+
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+ ## Output
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+
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+ 1. **`stage-shape-grid.md`** — stage × shape matrix, current investment vs. designed investment, leverage-point cell marked.
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+ 2. **`conversion-pathways.md`** — one row per pathway: first-asset → second-asset edge, question the second asset earns, audience-matrix cell it serves.
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+ 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.
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+
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+ ## Gotcha
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+
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+ - The leaking stage is rarely the leverage stage; treating them as identical concentrates content where it does not move the constraint.
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+ - "More mid-funnel content" is not a design — it is volume. The shape and the question both have to land.
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+ - Pathways are usually fictional on the first draft because the second asset assumes a buyer leap. Walk them.
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+
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+ ## Do NOT
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+
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+ - Do NOT prescribe channel-specific tactics (subject lines, ad placements, video specs) — channel ownership is downstream and out of scope.
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+ - Do NOT design uniformly across stages; uniform design encodes uniform leverage, which is leverage-blindness.
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+ - Do NOT skip Step 0 — content funnel without a funnel diagnosis is content-as-impulse with extra steps.
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+
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+ ## Runnable example
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+
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+ Mid-market HR analytics, funnel-analysis diagnosed mid-funnel leak (decision-stage conversion is fine, but mid-funnel disqualifies before reaching it):
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+
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+ - Stage-shape grid — top: 2 awareness explainers (current); mid: 0 comparison deep-dives (gap); bottom: 3 ROI calculators (over-invested).
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+ - Leverage point — *mid-funnel proof*, because the decision-stage call is starved of conviction; structural ripple.
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+ - Pathway — *"How HR directors lose 7 hours per board-quarter"* (top) → *"Cohort-retention deep-dive vs. spreadsheet rebuild"* (mid) → *ROI calculator* (decision).
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+ - Hand-off → `editorial-calendar` re-allocates campaign weight to mid-funnel; `funnel-analysis` re-diagnoses at week 4.
@@ -0,0 +1,165 @@
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+ ---
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+ name: deal-qualification-meddic
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+ 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'."
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+ status: active
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+ tier: senior
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+ source: package
7
+ domain: product
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+ context_spine: [product, customer-segment]
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+ ---
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+
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+ # deal-qualification-meddic
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+
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+ ## When to use
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+
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+ - 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.
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+ - 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.
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+ - A rep keeps reporting *"strong champion"* but the deal stalls — qualification needs to separate champion confidence from economic-buyer reality.
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+
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+ 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
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+ scope — this skill is single-deal qualification, one cycle).
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+
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+ ## Cognition cluster
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+
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+ - **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
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+ [`docs/contracts/mental-models.md`](../../../docs/contracts/mental-models.md) § 30.
32
+ - **Mental model 9 — Hypothesis-driven thinking.** Each MEDDIC slot
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+ 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
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+ `mental-models.md` § 9.
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+ - **Mental model 13 — Occam's razor.** When MEDDIC slots conflict,
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+ 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
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+ 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
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+ `stage-definitions.md` from `pipeline-strategy`. Without exit
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+ criteria you cannot test whether the deal earned its current stage.
59
+
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+ ### Step 1: Walk the six MEDDIC slots with evidence
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+
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+ For each slot, write the claim **plus** the evidence (a buyer
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+ artefact, a recording, a forwarded email, a board agenda) — not
64
+ *"rep believes"*.
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+
66
+ 1. **Metrics.** *"\<Buyer\> will measure \<our value\> as
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+ \<quantified metric\> over \<window\>."* Evidence: buyer wrote
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+ the metric or quoted it back unprompted.
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+ 2. **Economic buyer.** *"\<Name, title\> signs the PO."* Evidence:
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+ buyer-side org chart confirmed; the EB has met the team or
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+ approved the project unblocked by the champion.
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+ 3. **Decision criteria.** *"\<Buyer\> chooses on \<criteria\>, in
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+ that order."* Evidence: criteria from the buyer's RFP, scorecard,
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+ or written summary — not the rep's inference.
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+ 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.