code-ai-installer 4.0.0 → 4.0.1-b
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/README.md +83 -67
- package/dist/index.js +2 -0
- package/dist/mcp/audit_ledger.d.ts +12 -0
- package/dist/mcp/audit_ledger.js +82 -0
- package/dist/mcp/cli.js +7 -1
- package/dist/mcp/config.d.ts +23 -0
- package/dist/mcp/config.js +44 -6
- package/dist/mcp/index.d.ts +1 -2
- package/dist/mcp/index.js +1 -2
- package/dist/mcp/paths.d.ts +20 -2
- package/dist/mcp/paths.js +29 -5
- package/dist/mcp/proposal_dedup.d.ts +32 -0
- package/dist/mcp/proposal_dedup.js +102 -0
- package/dist/mcp/proposal_store.d.ts +18 -0
- package/dist/mcp/proposal_store.js +74 -0
- package/dist/mcp/scorecard.d.ts +140 -0
- package/dist/mcp/scorecard.js +103 -0
- package/dist/mcp/skill_invocations.d.ts +15 -0
- package/dist/mcp/skill_invocations.js +28 -0
- package/dist/mcp/task_state.d.ts +77 -2
- package/dist/mcp/tools/_subprocess.d.ts +16 -0
- package/dist/mcp/tools/_subprocess.js +56 -0
- package/dist/mcp/tools/advance_gate.js +2 -2
- package/dist/mcp/tools/aggregate_run_metrics.d.ts +19 -0
- package/dist/mcp/tools/aggregate_run_metrics.js +139 -0
- package/dist/mcp/tools/apply_diff.d.ts +2 -0
- package/dist/mcp/tools/apply_diff.js +29 -0
- package/dist/mcp/tools/audit_bilocale_parity.d.ts +2 -0
- package/dist/mcp/tools/audit_bilocale_parity.js +146 -0
- package/dist/mcp/tools/audit_budget_compliance.d.ts +35 -0
- package/dist/mcp/tools/audit_budget_compliance.js +172 -0
- package/dist/mcp/tools/build.d.ts +2 -0
- package/dist/mcp/tools/build.js +47 -0
- package/dist/mcp/tools/check_lint.d.ts +2 -0
- package/dist/mcp/tools/check_lint.js +23 -0
- package/dist/mcp/tools/classify_gate.js +2 -2
- package/dist/mcp/tools/current_gate.js +2 -2
- package/dist/mcp/tools/dependency_supply_chain.d.ts +2 -0
- package/dist/mcp/tools/dependency_supply_chain.js +59 -0
- package/dist/mcp/tools/docker_compose.d.ts +2 -0
- package/dist/mcp/tools/docker_compose.js +24 -0
- package/dist/mcp/tools/e2e_playwright.d.ts +2 -0
- package/dist/mcp/tools/e2e_playwright.js +88 -0
- package/dist/mcp/tools/get_skill.js +17 -0
- package/dist/mcp/tools/git_commit.d.ts +2 -0
- package/dist/mcp/tools/git_commit.js +30 -0
- package/dist/mcp/tools/list_proposals.d.ts +6 -0
- package/dist/mcp/tools/list_proposals.js +16 -0
- package/dist/mcp/tools/list_skills.js +9 -1
- package/dist/mcp/tools/load_role.d.ts +3 -4
- package/dist/mcp/tools/load_role.js +11 -13
- package/dist/mcp/tools/propose_change.d.ts +8 -0
- package/dist/mcp/tools/propose_change.js +36 -0
- package/dist/mcp/tools/record_decision.js +25 -25
- package/dist/mcp/tools/review_proposal.d.ts +17 -0
- package/dist/mcp/tools/review_proposal.js +99 -0
- package/dist/mcp/tools/run_drift_audit.d.ts +11 -0
- package/dist/mcp/tools/run_drift_audit.js +79 -0
- package/dist/mcp/tools/run_tests.d.ts +2 -0
- package/dist/mcp/tools/run_tests.js +92 -0
- package/dist/mcp/tools/sign_off.js +14 -2
- package/dist/mcp/tools/stubs.js +30 -9
- package/dist/mcp/tools/verify_claim.js +33 -6
- package/dist/mcp_setup.d.ts +14 -3
- package/dist/mcp_setup.js +15 -6
- package/dist/shared/frontmatter.d.ts +44 -2
- package/dist/shared/frontmatter.js +54 -6
- package/dist/shared/index.d.ts +0 -5
- package/dist/shared/index.js +0 -5
- package/dist/shared/persona.d.ts +2 -2
- package/dist/shared/persona.js +1 -1
- package/dist/shared/pipeline.d.ts +46 -1
- package/dist/shared/tools.d.ts +1382 -16
- package/dist/shared/tools.js +229 -0
- package/dist/shared/vocabulary.d.ts +99 -4
- package/dist/shared/vocabulary.js +94 -5
- package/domains/analytics/.agents/skills/ansoff-matrix/SKILL.md +316 -300
- package/domains/analytics/.agents/skills/bcg-matrix/SKILL.md +345 -329
- package/domains/analytics/.agents/skills/blue-ocean-strategy/SKILL.md +432 -416
- package/domains/analytics/.agents/skills/board/SKILL.md +22 -0
- package/domains/analytics/.agents/skills/cohort-analysis/SKILL.md +338 -322
- package/domains/analytics/.agents/skills/competitive-analysis/SKILL.md +413 -395
- package/domains/analytics/.agents/skills/customer-journey-mapping/SKILL.md +347 -331
- package/domains/analytics/.agents/skills/gates/SKILL.md +388 -366
- package/domains/analytics/.agents/skills/handoff/SKILL.md +402 -380
- package/domains/analytics/.agents/skills/html-pdf-report/SKILL.md +21 -289
- package/domains/analytics/.agents/skills/html-pdf-report-reference/SKILL.md +325 -0
- package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/claude.json +17 -0
- package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/copilot.json +17 -0
- package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/gemini.json +17 -0
- package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/kimi.yaml +15 -0
- package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/openai.yaml +10 -0
- package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/qwen.json +17 -0
- package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/skill.yaml +23 -0
- package/domains/analytics/.agents/skills/icp-buyer-persona/SKILL.md +407 -390
- package/domains/analytics/.agents/skills/jtbd-analysis/SKILL.md +357 -341
- package/domains/analytics/.agents/skills/karpathy-guidelines/SKILL.md +32 -0
- package/domains/analytics/.agents/skills/pest-analysis/SKILL.md +324 -305
- package/domains/analytics/.agents/skills/porters-five-forces/SKILL.md +377 -361
- package/domains/analytics/.agents/skills/report-design/SKILL.md +416 -398
- package/domains/analytics/.agents/skills/rfm-analysis/SKILL.md +330 -314
- package/domains/analytics/.agents/skills/session-prompt-generator/SKILL.md +400 -378
- package/domains/analytics/.agents/skills/swot-analysis/SKILL.md +340 -324
- package/domains/analytics/.agents/skills/tam-sam-som/SKILL.md +329 -312
- package/domains/analytics/.agents/skills/trend-analysis/SKILL.md +347 -331
- package/domains/analytics/.agents/skills/unit-economics/SKILL.md +430 -413
- package/domains/analytics/.agents/skills/value-chain-analysis/SKILL.md +346 -330
- package/domains/analytics/.agents/skills/web-research/SKILL.md +323 -308
- package/domains/analytics/AGENTS.md +1 -0
- package/domains/analytics/agents/auditor.md +76 -0
- package/domains/analytics/agents/conductor.md +11 -0
- package/domains/analytics/agents/data_analyst.md +11 -0
- package/domains/analytics/agents/designer.md +11 -0
- package/domains/analytics/agents/interviewer.md +11 -0
- package/domains/analytics/agents/layouter.md +11 -0
- package/domains/analytics/agents/mediator.md +11 -0
- package/domains/analytics/agents/researcher.md +11 -0
- package/domains/analytics/agents/strategist.md +11 -0
- package/domains/analytics/locales/en/.agents/skills/ansoff-matrix/SKILL.md +316 -300
- package/domains/analytics/locales/en/.agents/skills/bcg-matrix/SKILL.md +345 -329
- package/domains/analytics/locales/en/.agents/skills/blue-ocean-strategy/SKILL.md +432 -416
- package/domains/analytics/locales/en/.agents/skills/board/SKILL.md +22 -0
- package/domains/analytics/locales/en/.agents/skills/cohort-analysis/SKILL.md +338 -322
- package/domains/analytics/locales/en/.agents/skills/competitive-analysis/SKILL.md +413 -395
- package/domains/analytics/locales/en/.agents/skills/customer-journey-mapping/SKILL.md +347 -331
- package/domains/analytics/locales/en/.agents/skills/gates/SKILL.md +388 -366
- package/domains/analytics/locales/en/.agents/skills/handoff/SKILL.md +402 -380
- package/domains/analytics/locales/en/.agents/skills/html-pdf-report/SKILL.md +21 -289
- package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/SKILL.md +325 -0
- package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/claude.json +17 -0
- package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/copilot.json +17 -0
- package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/gemini.json +17 -0
- package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/kimi.yaml +15 -0
- package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/openai.yaml +10 -0
- package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/qwen.json +17 -0
- package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/skill.yaml +29 -0
- package/domains/analytics/locales/en/.agents/skills/icp-buyer-persona/SKILL.md +407 -390
- package/domains/analytics/locales/en/.agents/skills/jtbd-analysis/SKILL.md +357 -341
- package/domains/analytics/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +32 -0
- package/domains/analytics/locales/en/.agents/skills/pest-analysis/SKILL.md +324 -305
- package/domains/analytics/locales/en/.agents/skills/porters-five-forces/SKILL.md +377 -361
- package/domains/analytics/locales/en/.agents/skills/report-design/SKILL.md +416 -398
- package/domains/analytics/locales/en/.agents/skills/rfm-analysis/SKILL.md +330 -314
- package/domains/analytics/locales/en/.agents/skills/session-prompt-generator/SKILL.md +400 -378
- package/domains/analytics/locales/en/.agents/skills/swot-analysis/SKILL.md +340 -324
- package/domains/analytics/locales/en/.agents/skills/tam-sam-som/SKILL.md +329 -312
- package/domains/analytics/locales/en/.agents/skills/trend-analysis/SKILL.md +347 -331
- package/domains/analytics/locales/en/.agents/skills/unit-economics/SKILL.md +430 -413
- package/domains/analytics/locales/en/.agents/skills/value-chain-analysis/SKILL.md +366 -350
- package/domains/analytics/locales/en/.agents/skills/web-research/SKILL.md +324 -309
- package/domains/analytics/locales/en/AGENTS.md +1 -0
- package/domains/analytics/locales/en/agents/auditor.md +76 -0
- package/domains/analytics/locales/en/agents/conductor.md +27 -0
- package/domains/analytics/locales/en/agents/data_analyst.md +29 -0
- package/domains/analytics/locales/en/agents/designer.md +27 -0
- package/domains/analytics/locales/en/agents/interviewer.md +11 -0
- package/domains/analytics/locales/en/agents/layouter.md +11 -0
- package/domains/analytics/locales/en/agents/mediator.md +11 -0
- package/domains/analytics/locales/en/agents/researcher.md +11 -0
- package/domains/analytics/locales/en/agents/strategist.md +11 -0
- package/domains/analytics/persona/persona-base.md +94 -0
- package/domains/analytics/pipeline.yaml +102 -0
- package/domains/content/.agents/skills/audience-analysis/SKILL.md +15 -0
- package/domains/content/.agents/skills/board/SKILL.md +20 -0
- package/domains/content/.agents/skills/brand-compliance/SKILL.md +15 -0
- package/domains/content/.agents/skills/brand-guidelines/SKILL.md +17 -0
- package/domains/content/.agents/skills/competitor-content-analysis/SKILL.md +15 -0
- package/domains/content/.agents/skills/content-brief/SKILL.md +15 -0
- package/domains/content/.agents/skills/content-calendar/SKILL.md +15 -0
- package/domains/content/.agents/skills/content-release-gate/SKILL.md +15 -0
- package/domains/content/.agents/skills/content-review-checklist/SKILL.md +15 -0
- package/domains/content/.agents/skills/cta-optimization/SKILL.md +15 -0
- package/domains/content/.agents/skills/data-storytelling/SKILL.md +15 -0
- package/domains/content/.agents/skills/email-copywriting/SKILL.md +15 -0
- package/domains/content/.agents/skills/email-engagement-tiers/SKILL.md +15 -0
- package/domains/content/.agents/skills/fact-checking/SKILL.md +15 -0
- package/domains/content/.agents/skills/gates/SKILL.md +20 -0
- package/domains/content/.agents/skills/google-stitch-content/SKILL.md +15 -0
- package/domains/content/.agents/skills/handoff/SKILL.md +24 -0
- package/domains/content/.agents/skills/headline-formulas/SKILL.md +15 -0
- package/domains/content/.agents/skills/image-prompt-engineering/SKILL.md +15 -0
- package/domains/content/.agents/skills/karpathy-guidelines/SKILL.md +28 -0
- package/domains/content/.agents/skills/mailerlite-email-ops/SKILL.md +15 -0
- package/domains/content/.agents/skills/marketing-psychology/SKILL.md +15 -0
- package/domains/content/.agents/skills/moodboard/SKILL.md +15 -0
- package/domains/content/.agents/skills/platform-compliance/SKILL.md +15 -0
- package/domains/content/.agents/skills/platform-strategy/SKILL.md +15 -0
- package/domains/content/.agents/skills/platform-visual-specs/SKILL.md +15 -0
- package/domains/content/.agents/skills/readability-scoring/SKILL.md +15 -0
- package/domains/content/.agents/skills/seo-copywriting/SKILL.md +15 -0
- package/domains/content/.agents/skills/social-media-formats/SKILL.md +15 -0
- package/domains/content/.agents/skills/source-verification/SKILL.md +15 -0
- package/domains/content/.agents/skills/storytelling-framework/SKILL.md +15 -0
- package/domains/content/.agents/skills/tone-of-voice/SKILL.md +15 -0
- package/domains/content/.agents/skills/topic-research/SKILL.md +15 -0
- package/domains/content/.agents/skills/trend-research/SKILL.md +15 -0
- package/domains/content/.agents/skills/visual-brief/SKILL.md +15 -0
- package/domains/content/AGENTS.md +4 -0
- package/domains/content/agents/auditor.md +76 -0
- package/domains/content/agents/conductor.md +11 -0
- package/domains/content/agents/copywriter.md +11 -0
- package/domains/content/agents/researcher.md +11 -0
- package/domains/content/agents/reviewer.md +11 -0
- package/domains/content/agents/strategist.md +11 -0
- package/domains/content/agents/visual_concept.md +11 -0
- package/domains/content/locales/en/.agents/skills/audience-analysis/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/board/SKILL.md +20 -0
- package/domains/content/locales/en/.agents/skills/brand-compliance/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/brand-guidelines/SKILL.md +17 -0
- package/domains/content/locales/en/.agents/skills/competitor-content-analysis/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/content-brief/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/content-calendar/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/content-release-gate/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/content-review-checklist/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/cta-optimization/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/data-storytelling/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/email-copywriting/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/email-engagement-tiers/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/fact-checking/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/gates/SKILL.md +20 -0
- package/domains/content/locales/en/.agents/skills/google-stitch-content/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/handoff/SKILL.md +24 -0
- package/domains/content/locales/en/.agents/skills/headline-formulas/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/image-prompt-engineering/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +30 -1
- package/domains/content/locales/en/.agents/skills/mailerlite-email-ops/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/marketing-psychology/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/moodboard/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/platform-compliance/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/platform-strategy/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/platform-visual-specs/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/readability-scoring/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/seo-copywriting/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/social-media-formats/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/source-verification/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/storytelling-framework/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/tone-of-voice/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/topic-research/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/trend-research/SKILL.md +15 -0
- package/domains/content/locales/en/.agents/skills/visual-brief/SKILL.md +15 -0
- package/domains/content/locales/en/AGENTS.md +4 -0
- package/domains/content/locales/en/agents/auditor.md +76 -0
- package/domains/content/locales/en/agents/conductor.md +12 -0
- package/domains/content/locales/en/agents/copywriter.md +12 -0
- package/domains/content/locales/en/agents/researcher.md +12 -0
- package/domains/content/locales/en/agents/reviewer.md +12 -0
- package/domains/content/locales/en/agents/strategist.md +12 -0
- package/domains/content/locales/en/agents/visual_concept.md +12 -0
- package/domains/content/persona/persona-base.md +94 -0
- package/domains/content/pipeline.yaml +96 -0
- package/domains/development/.agents/skills/adr-log/SKILL.md +1 -0
- package/domains/development/.agents/skills/design-intake/SKILL.md +0 -4
- package/domains/development/.agents/skills/karpathy-guidelines/SKILL.md +2 -1
- package/domains/development/.agents/skills/lava-flow-legacy-detection/SKILL.md +15 -1
- package/domains/development/.agents/skills/mcp-integration/SKILL.md +211 -0
- package/domains/development/.agents/skills/mcp-integration/agents/claude.json +22 -0
- package/domains/development/.agents/skills/mcp-integration/agents/copilot.json +22 -0
- package/domains/development/.agents/skills/mcp-integration/agents/gemini.json +22 -0
- package/domains/development/.agents/skills/mcp-integration/agents/kimi.yaml +18 -0
- package/domains/development/.agents/skills/mcp-integration/agents/openai.yaml +8 -0
- package/domains/development/.agents/skills/mcp-integration/agents/qwen.json +22 -0
- package/domains/development/.agents/skills/mcp-integration/agents/skill.yaml +26 -0
- package/domains/development/.agents/skills/qa-ui-a11y-smoke/SKILL.md +1 -1
- package/domains/development/.agents/skills/ui-a11y-smoke-review/SKILL.md +1 -1
- package/domains/development/AGENTS.md +1 -0
- package/domains/development/AGENTS.yaml +1 -0
- package/domains/development/agents/architect.md +13 -1
- package/domains/development/agents/auditor.md +74 -0
- package/domains/development/agents/conductor.md +14 -3
- package/domains/development/agents/devops.md +8 -9
- package/domains/development/agents/reviewer.md +12 -0
- package/domains/development/agents/senior_full_stack.md +12 -0
- package/domains/development/agents/tester.md +10 -16
- package/domains/development/locales/en/.agents/skills/adr-log/SKILL.md +1 -0
- package/domains/development/locales/en/.agents/skills/current-state-analysis/SKILL.md +256 -172
- package/domains/development/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +2 -1
- package/domains/development/locales/en/.agents/skills/lava-flow-legacy-detection/SKILL.md +15 -1
- package/domains/development/locales/en/.agents/skills/mcp-integration/SKILL.md +211 -0
- package/domains/development/locales/en/.agents/skills/mcp-integration/agents/claude.json +22 -0
- package/domains/development/locales/en/.agents/skills/mcp-integration/agents/copilot.json +22 -0
- package/domains/development/locales/en/.agents/skills/mcp-integration/agents/gemini.json +22 -0
- package/domains/development/locales/en/.agents/skills/mcp-integration/agents/kimi.yaml +18 -0
- package/domains/development/locales/en/.agents/skills/mcp-integration/agents/openai.yaml +8 -0
- package/domains/development/locales/en/.agents/skills/mcp-integration/agents/qwen.json +22 -0
- package/domains/development/locales/en/.agents/skills/mcp-integration/agents/skill.yaml +26 -0
- package/domains/development/locales/en/.agents/skills/qa-ui-a11y-smoke/SKILL.md +1 -1
- package/domains/development/locales/en/.agents/skills/ui-a11y-smoke-review/SKILL.md +1 -1
- package/domains/development/locales/en/AGENTS.md +5 -0
- package/domains/development/locales/en/AGENTS.yaml +1 -0
- package/domains/development/locales/en/agents/architect.md +13 -1
- package/domains/development/locales/en/agents/auditor.md +74 -0
- package/domains/development/locales/en/agents/conductor.md +14 -3
- package/domains/development/locales/en/agents/devops.md +8 -9
- package/domains/development/locales/en/agents/reviewer.md +12 -0
- package/domains/development/locales/en/agents/senior_full_stack.md +12 -0
- package/domains/development/locales/en/agents/tester.md +10 -16
- package/domains/development/persona/persona-base.md +94 -0
- package/domains/product/.agents/skills/aarrr-metrics/SKILL.md +451 -433
- package/domains/product/.agents/skills/ab-test-design/SKILL.md +428 -412
- package/domains/product/.agents/skills/acceptance-criteria/SKILL.md +422 -406
- package/domains/product/.agents/skills/assumption-mapping/SKILL.md +323 -307
- package/domains/product/.agents/skills/board/SKILL.md +24 -0
- package/domains/product/.agents/skills/design-brief/SKILL.md +433 -418
- package/domains/product/.agents/skills/epic-breakdown/SKILL.md +435 -420
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- package/domains/product/.agents/skills/gtm-brief-reference/agents/gemini.json +17 -0
- package/domains/product/.agents/skills/gtm-brief-reference/agents/kimi.yaml +15 -0
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- package/domains/product/.agents/skills/prd-template-reference/agents/copilot.json +17 -0
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- package/domains/product/locales/en/.agents/skills/prd-template/SKILL.md +18 -258
- package/domains/product/locales/en/.agents/skills/prd-template-reference/SKILL.md +285 -0
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- package/domains/product/locales/en/.agents/skills/saas-metrics/SKILL.md +422 -404
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**Must-haves (ICP):**
|
|
368
|
-
- [ ] 100+ employees (scale threshold)
|
|
369
|
-
- [ ] Multi-tier management structure (managers who manage managers)
|
|
370
|
-
- [ ] VP People or equivalent role exists (buyer present)
|
|
371
|
-
- [ ] Currently using spreadsheet / ad-hoc / competitor for performance management
|
|
372
|
-
|
|
373
|
-
**Good-to-haves:**
|
|
374
|
-
- [ ] Tech industry (AI-ready culture)
|
|
375
|
-
- [ ] Remote / hybrid workforce (1:1 importance elevated)
|
|
376
|
-
- [ ] Recent leadership change (new VP People looking for modern tools)
|
|
377
|
-
- [ ] Data-driven organization (CRO + CTO with metrics buy Sales, CPO wants parity)
|
|
378
|
-
|
|
379
|
-
---
|
|
380
|
-
|
|
381
|
-
## Positioning (Geoffrey Moore)
|
|
382
|
-
|
|
383
|
-
**For** People operations leaders at mid-market B2B SaaS companies (100-1000 employees)
|
|
384
|
-
**Who** need measurable evidence of manager effectiveness at scale
|
|
385
|
-
**Our** TeamFlow AI-powered 1:1 tier **is a** People operations intelligence platform
|
|
386
|
-
**That** automates the admin burden of 1:1s and generates actionable insights on manager practice
|
|
387
|
-
**Unlike** Lattice, 15Five, or Culture Amp (which provide structured templates but no AI automation)
|
|
388
|
-
**Our product** combines native AI summarization with privacy-by-design architecture, trusted by 3+ years of B2B HR data handling.
|
|
389
|
-
|
|
390
|
-
**Elevator pitch (30 seconds):**
|
|
391
|
-
«Managers spend 3+ hours a week on 1:1 admin — prep, notes, follow-up. We turn those hours back into real conversations. TeamFlow AI summarizes every 1:1, extracts action items, and reminds managers before the next meeting. VP HR gets the data they've never had: which managers run great 1:1s, which teams are at risk, all without touching the sensitive content. 40 mid-market customers upgraded in the first quarter.»
|
|
392
|
-
|
|
393
|
-
---
|
|
394
|
-
|
|
395
|
-
## Messaging Pillars
|
|
396
|
-
|
|
397
|
-
| # | Pillar | Claim | Proof Points | JTBD Addressed |
|
|
398
|
-
|---|--------|-------|--------------|----------------|
|
|
399
|
-
| 1 | **Time Reclaimed** | «Get 3 hours per week back for every manager» | Wizard-of-Oz beta: avg 2.8 hrs saved/week per manager; customer quote wall | End-user F1 (admin overhead) |
|
|
400
|
-
| 2 | **Confidence, Not Surveillance** | «Privacy-first AI that managers opt into, not corporate monitoring» | Architecture: opt-in per meeting, zero data retention on LLM, SOC 2 Type II attestation | Buyer E1 + End-user E1 (emotional jobs) |
|
|
401
|
-
| 3 | **Measurable People Operations** | «See manager 1:1 health across your org for the first time» | Dashboard: cadence, action items velocity, health scores (aggregate, privacy-preserving) | Buyer F1, F2 (consistency + ROI reporting) |
|
|
402
|
-
| 4 | **Enterprise-Grade from Day One** | «SOC 2 Type II, GDPR, BYOK encryption, SSO/SCIM — ready for your procurement» | Security attestations; customer references (2 enterprise design partners) | Buyer S1 (credibility with ELT) |
|
|
403
|
-
|
|
404
|
-
Note: Avoid generic «AI-powered» — everyone says that. Specifics + proof points matter.
|
|
405
|
-
|
|
406
|
-
---
|
|
407
|
-
|
|
408
|
-
## Competitive Differentiation
|
|
409
|
-
|
|
410
|
-
### Direct competitors
|
|
411
|
-
|
|
412
|
-
| Dimension | **TeamFlow AI** | Lattice | 15Five | Culture Amp |
|
|
413
|
-
|-----------|:---------------:|:-------:|:------:|:-----------:|
|
|
414
|
-
| AI 1:1 summarization | ✅ **Native, launched June 2026** | ❌ | ❌ | ❌ |
|
|
415
|
-
| Action items auto-extract | ✅ | Partial (manual) | ❌ | ❌ |
|
|
416
|
-
| Aggregate 1:1 dashboard | ✅ Q3 2026 | ❌ | Partial | ❌ |
|
|
417
|
-
| Privacy architecture (opt-in, BYOK) | ✅ | Basic | Basic | Basic |
|
|
418
|
-
| SSO SAML + SCIM | ✅ | ✅ | ✅ | ✅ |
|
|
419
|
-
| Pricing (mid-market avg) | $30/seat (Team Tier) | $35/seat | $28/seat | $25/seat |
|
|
420
|
-
|
|
421
|
-
### Indirect competitors
|
|
422
|
-
- **Notion / Asana / Airtable:** «generic tool hack» — customers cobble together workflows
|
|
423
|
-
- **Otter.ai + ChatGPT:** external transcription + summary — privacy nightmare for HR
|
|
424
|
-
|
|
425
|
-
### Why We Win (top 3 reasons customers choose us)
|
|
426
|
-
1. **AI-native, purpose-built** — not bolted-on, understood HR context
|
|
427
|
-
2. **Privacy architecture** — enterprise-ready trust model
|
|
428
|
-
3. **Integrated workflow + analytics** — one platform, multiple tiers
|
|
429
|
-
|
|
430
|
-
### Top Objections + Responses
|
|
431
|
-
|
|
432
|
-
| Objection | Response |
|
|
433
|
-
|-----------|----------|
|
|
434
|
-
| «Why not wait for Lattice to add AI?» | «Feature gap likely 12+ months. Our 3-year data head start = better summaries Day 1. See demo.» |
|
|
435
|
-
| «Privacy concerns — HR data leaking to OpenAI?» | «Zero retention API tier + regional endpoints + BYOK for enterprise. Happy to share arch diagrams + SOC 2 scope.» |
|
|
436
|
-
| «We already have our own process» | «Great — keep what works. AI augments, doesn't replace. Our Team Tier adds AI assist without disrupting current workflows. Try for 30 days.» |
|
|
437
|
-
| «Pricing feels steep» | «$8/seat for 3 hrs/week saved — that's $150/hr value created. ROI 45×. Our customers see NRR lift 5-10pp post-AI tier adoption.» |
|
|
438
|
-
| «What if AI is wrong?» | «Manager reviews and edits before approval. AI-assisted, human-authored. See demo.» |
|
|
439
|
-
|
|
440
|
-
---
|
|
441
|
-
|
|
442
|
-
## Pricing & Packaging
|
|
443
|
-
|
|
444
|
-
### Pricing Model
|
|
445
|
-
|
|
446
|
-
**Three-tier structure (active effective July 1, 2026):**
|
|
447
|
-
|
|
448
|
-
| Tier | Price/seat/mo | Core Features | AI Summarization | Analytics |
|
|
449
|
-
|------|:-------------:|:-------------:|:----------------:|:---------:|
|
|
450
|
-
| **Core** | $15 | 1:1 templates, OKR tracking, reviews | ❌ | Basic |
|
|
451
|
-
| **Team** | $23 (+$8) | All Core + | ✅ | Standard |
|
|
452
|
-
| **Enterprise** | $50+ (negotiated) | All Team + | ✅ + BYOK | Aggregate + benchmarks + manager health scores |
|
|
453
|
-
|
|
454
|
-
**Pricing rationale:**
|
|
455
|
-
- Value-based: $8/seat for 3 hrs/week saved = customer ROI 45×
|
|
456
|
-
- Competitor-based: Lattice $35, 15Five $28, us positioned in middle
|
|
457
|
-
- Expansion-optimized: tier ladder encourages upgrade (Core → Team → Enterprise)
|
|
458
|
-
|
|
459
|
-
**Discount Policies:**
|
|
460
|
-
- Annual prepay: 15% discount
|
|
461
|
-
- 500+ seats: negotiated (sales-led)
|
|
462
|
-
- Non-profit: 30% discount
|
|
463
|
-
- Early adopter (first 100 Team Tier upgrades): +50% free trial extension (30 → 45 days)
|
|
464
|
-
|
|
465
|
-
---
|
|
466
|
-
|
|
467
|
-
## Launch Channels
|
|
468
|
-
|
|
469
|
-
**Channel mix (investment weighting):**
|
|
470
|
-
|
|
471
|
-
### Owned (60% focus)
|
|
472
|
-
- **Email to existing customers:** 4,200 contacts, segmented (SMB / mid / enterprise)
|
|
473
|
-
- **In-app banner:** Core tier customers see upsell CTA
|
|
474
|
-
- **Blog post:** «Introducing AI-Assisted 1:1s» — long-form, SEO-optimized
|
|
475
|
-
- **Changelog update:** Published via release notes
|
|
476
|
-
- **Webinar series:** «AI in People Ops — 4-week series» (weekly)
|
|
477
|
-
- **Customer advisory board:** Exclusive preview 3 days before public
|
|
478
|
-
|
|
479
|
-
### Paid (20% focus)
|
|
480
|
-
- **LinkedIn ads:** B2B SaaS standard — targeting VP HR titles, 100-1000 employee filter
|
|
481
|
-
- **Google search ads:** «AI for performance management», «ai 1:1 notes», competitor keywords
|
|
482
|
-
- **Retargeting:** website visitors who bounced off pricing page
|
|
483
|
-
|
|
484
|
-
### Earned (15% focus)
|
|
485
|
-
- **PR outreach:** TechCrunch exclusive (briefing June 27), Axios, CNBC follow-ups
|
|
486
|
-
- **Influencer advocacy:** 3 People Ops thought leaders briefed (Lars, Mia, Kevin)
|
|
487
|
-
- **Customer case studies:** 3 written + filmed by Q3
|
|
488
|
-
|
|
489
|
-
### Partners (5% focus)
|
|
490
|
-
- **Integration partners:** Notion, Linear, Jira announcements mentioning TeamFlow AI
|
|
491
|
-
- **Agency network:** Carta People, Gusto refer customers with performance mgmt needs
|
|
492
|
-
|
|
493
|
-
---
|
|
494
|
-
|
|
495
|
-
## Sales Enablement
|
|
496
|
-
|
|
497
|
-
**Deliverables (completed June 23):**
|
|
498
|
-
- [x] Updated pitch deck (+5 AI slides)
|
|
499
|
-
- [x] Battle cards vs Lattice, 15Five, Culture Amp, Notion/Asana hack
|
|
500
|
-
- [x] Demo script (7 min live + interactive sandbox environment)
|
|
501
|
-
- [x] ROI calculator (inputs: # managers, # reports/manager → outputs: hours saved, $ value)
|
|
502
|
-
- [x] Objection handling guide (20 common objections + responses)
|
|
503
|
-
- [x] Cold outreach sequence (3-email, LinkedIn InMail variants)
|
|
504
|
-
- [x] Pricing sheet with annual prepay options
|
|
505
|
-
|
|
506
|
-
**Training:**
|
|
507
|
-
- [x] 90-min live session (June 24) — 18 of 20 sales reps attended
|
|
508
|
-
- [x] Recorded + transcribed for async review
|
|
509
|
-
- [x] Weekly office hours with PM + Product Marketing (Fridays 2pm)
|
|
510
|
-
|
|
511
|
-
---
|
|
512
|
-
|
|
513
|
-
## CS Enablement
|
|
514
|
-
|
|
515
|
-
**Deliverables:**
|
|
516
|
-
- [x] Customer-facing docs (knowledge base): «Getting Started», «Privacy FAQ», «Admin Guide»
|
|
517
|
-
- [x] Video walkthrough (5 min manager + 3 min admin)
|
|
518
|
-
- [x] FAQ: 47 questions covering all major use cases
|
|
519
|
-
- [x] Migration guides: For customers currently using competitor note-taking
|
|
520
|
-
- [x] Escalation runbook for edge cases
|
|
521
|
-
|
|
522
|
-
**Training:**
|
|
523
|
-
- [x] Internal workshop (June 20) — all 15 CS team members attended
|
|
524
|
-
- [x] Dogfood access — CS reps used feature 2 weeks pre-launch
|
|
525
|
-
- [x] Shadow manager sessions (live 1:1 observations)
|
|
526
|
-
|
|
527
|
-
---
|
|
528
|
-
|
|
529
|
-
## Success Metrics
|
|
530
|
-
|
|
531
|
-
### Short-term (30 days post-launch — July 30)
|
|
532
|
-
- **Adoption:** 15 Team Tier upgrades
|
|
533
|
-
- **Support ticket volume:** <5% of total
|
|
534
|
-
- **Sales inquiry volume:** 30 new Team Tier opportunities
|
|
535
|
-
- **Press coverage:** 1 Tier-1 publication
|
|
536
|
-
- **NPS (Team Tier users):** 48+ (baseline 45 for TeamFlow overall)
|
|
537
|
-
|
|
538
|
-
### Mid-term (90 days — September 30)
|
|
539
|
-
- **Total upgrades:** 40 accounts (OKR commitment)
|
|
540
|
-
- **Pipeline influenced:** $3M ARR
|
|
541
|
-
- **New ARR attributed:** $400K
|
|
542
|
-
- **Competitive win rate vs Lattice:** 35%+ (baseline 22%)
|
|
543
|
-
- **Sticky Manager Ratio (NSM):** 20%+
|
|
544
|
-
|
|
545
|
-
### Long-term (6+ months — Dec 30)
|
|
546
|
-
- **Retention lift in AI Tier accounts:** +3pp vs Core tier
|
|
547
|
-
- **NRR impact:** +5pp org-wide
|
|
548
|
-
- **Category positioning shift:** «AI-native People Ops» appears in analyst reports (Forrester, Gartner)
|
|
549
|
-
|
|
550
|
-
---
|
|
551
|
-
|
|
552
|
-
## Timeline
|
|
553
|
-
|
|
554
|
-
| Week | Phase | Activities |
|
|
555
|
-
|:----:|-------|-----------|
|
|
556
|
-
| T-6 (May 19) | Prep | GTM brief approval, ICP finalized |
|
|
557
|
-
| T-4 (June 2) | Prep | Sales deck, battle cards, training materials ready |
|
|
558
|
-
| T-2 (June 16) | Beta | Beta customer feedback, iteration, final messaging |
|
|
559
|
-
| T-1 (June 23) | Hardening | Final copy, FAQ, docs published (staging), training sessions |
|
|
560
|
-
| **T-0 (June 30)** | **Launch** | **Announce all channels, sales enablement live, CS prepared** |
|
|
561
|
-
| T+1 (July 7) | Monitor | Daily metrics review, issue triage, customer feedback |
|
|
562
|
-
| T+4 (July 28) | Retro | Post-launch retrospective, adjustments, Q3 plan |
|
|
563
|
-
|
|
564
|
-
---
|
|
565
|
-
|
|
566
|
-
## Open Questions (resolved pre-launch)
|
|
567
|
-
|
|
568
|
-
1. [RESOLVED] Pricing final: $23/seat Team Tier confirmed by VP Sales + CFO
|
|
569
|
-
2. [RESOLVED] PR exclusive: TechCrunch briefing date locked (June 27)
|
|
570
|
-
3. [RESOLVED] Customer advisory board preview: June 27 email + dedicated Slack
|
|
571
|
-
4. [OPEN — post-launch monitor] Mobile demand: 3 customers asked; track signal, reconsider Q4
|
|
572
|
-
|
|
573
|
-
---
|
|
574
|
-
|
|
575
|
-
## Risks & Mitigations
|
|
576
|
-
|
|
577
|
-
| Risk | Probability | Impact | Mitigation |
|
|
578
|
-
|------|:-----------:|:------:|-----------|
|
|
579
|
-
| Launch coincides with competitor AI announcement | M | H | Pre-brief on day zero narrative — «first-to-market with privacy-first» differentiator |
|
|
580
|
-
| Support ticket spike overwhelms CS | M | M | 5 CS reserves on standby first 2 weeks |
|
|
581
|
-
| Pricing pushback from price-sensitive SMBs | H | L | 30-day trial + annual discount offers |
|
|
582
|
-
| Enterprise prospects stall on compliance | L | H | SOC 2 Type II attestation ready, fast-track responses |
|
|
583
|
-
```
|
|
584
|
-
|
|
585
|
-
> **GTM brief lesson:** Messaging pillars are not a feature list. Each pillar = claim + proof + JTBD link. **Objection handling** with concrete numeric responses («$150/hr value, ROI 45×») rather than platitudes. **Channel mix weighted** (60/20/15/5) — not equal effort. Sales enablement deliverables specific + timed. Metrics laddered (short / mid / long) prevent launch anxiety about Day 1 adoption.
|
|
282
|
+
> 📦 <!--SPLIT-POINTER--> Полный блок — в `$gtm-brief-reference` (§ Template).
|
|
@@ -0,0 +1,348 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: gtm-brief-reference
|
|
3
|
+
description: GTM brief — positioning, ICP, messaging, launch channels, sales enablement, pricing hooks — reference (code & worked-example library)
|
|
4
|
+
type: reference
|
|
5
|
+
domain: product
|
|
6
|
+
owners:
|
|
7
|
+
- pm
|
|
8
|
+
gates:
|
|
9
|
+
- PM
|
|
10
|
+
tech: []
|
|
11
|
+
topic: []
|
|
12
|
+
triggers:
|
|
13
|
+
- gtm-brief
|
|
14
|
+
- GTM
|
|
15
|
+
- go-to-market
|
|
16
|
+
- product launch
|
|
17
|
+
related:
|
|
18
|
+
- gtm-brief
|
|
19
|
+
budget_lines: 348
|
|
20
|
+
schema_version: 1
|
|
21
|
+
---
|
|
22
|
+
# gtm-brief — Reference (code & worked-example library)
|
|
23
|
+
|
|
24
|
+
> Verbatim code blocks and the worked example extracted from `$gtm-brief` (workflow). Copy-paste library; the procedure lives in the workflow skill.
|
|
25
|
+
|
|
26
|
+
## Template
|
|
27
|
+
|
|
28
|
+
```markdown
|
|
29
|
+
# GTM Brief: [Initiative Name]
|
|
30
|
+
|
|
31
|
+
## Overview + Objectives
|
|
32
|
+
...
|
|
33
|
+
|
|
34
|
+
## ICP
|
|
35
|
+
- Firmographic: [size, industry, geo]
|
|
36
|
+
- Persona (Buyer): [role, seniority, pain]
|
|
37
|
+
- Persona (End-user): ...
|
|
38
|
+
- Qualification criteria: must-haves
|
|
39
|
+
|
|
40
|
+
## Positioning
|
|
41
|
+
For [target]
|
|
42
|
+
Who [need]
|
|
43
|
+
Our [product] is a [category]
|
|
44
|
+
That [benefit]
|
|
45
|
+
Unlike [alternative]
|
|
46
|
+
Our product [differentiator]
|
|
47
|
+
|
|
48
|
+
## Messaging Pillars
|
|
49
|
+
| # | Pillar | Claim | Proof | JTBD |
|
|
50
|
+
|
|
51
|
+
## Competitive Differentiation
|
|
52
|
+
[Comparison table + win/loss narrative]
|
|
53
|
+
|
|
54
|
+
## Pricing & Packaging
|
|
55
|
+
...
|
|
56
|
+
|
|
57
|
+
## Launch Channels
|
|
58
|
+
- Owned: ...
|
|
59
|
+
- Paid: ...
|
|
60
|
+
- Earned: ...
|
|
61
|
+
- Partner: ...
|
|
62
|
+
|
|
63
|
+
## Sales Enablement
|
|
64
|
+
- Deck, battle cards, demo, ROI calc, objections
|
|
65
|
+
|
|
66
|
+
## CS Enablement
|
|
67
|
+
- Docs, videos, FAQ, migration guide
|
|
68
|
+
|
|
69
|
+
## Success Metrics
|
|
70
|
+
- 30-day: ...
|
|
71
|
+
- 90-day: ...
|
|
72
|
+
- 6mo+: ...
|
|
73
|
+
|
|
74
|
+
## Timeline
|
|
75
|
+
[T-weeks table]
|
|
76
|
+
```
|
|
77
|
+
|
|
78
|
+
## Worked Example — TeamFlow AI Summarization GTM Brief
|
|
79
|
+
|
|
80
|
+
```markdown
|
|
81
|
+
# GTM Brief: TeamFlow AI 1:1 Summarization (Team Tier Launch)
|
|
82
|
+
|
|
83
|
+
**Owner:** Jamie L. (Head of Product Marketing) · **Launch:** June 30, 2026 · **Status:** Approved
|
|
84
|
+
|
|
85
|
+
## Overview + Objectives
|
|
86
|
+
|
|
87
|
+
**Overview:** Launch TeamFlow's first AI feature — 1:1 summarization — as the flagship value driver of the new «Team Tier» (+$8/seat/month premium). Positions TeamFlow as the AI-native category leader in B2B people management, opens clear expansion path from existing Core customers.
|
|
88
|
+
|
|
89
|
+
**Objectives (Q2-Q3 2026):**
|
|
90
|
+
1. **40 account upgrades** to Team Tier within first 90 days (OKR KR1.1)
|
|
91
|
+
2. **Pipeline generation:** 50 qualified Team Tier opportunities from existing Core customers
|
|
92
|
+
3. **Competitive wins:** 3 Lattice/15Five replacements citing «AI summarization» as primary reason
|
|
93
|
+
4. **Category positioning:** ≥ 1 Tier-1 publication (TechCrunch, Axios, CNBC) covering launch
|
|
94
|
+
|
|
95
|
+
---
|
|
96
|
+
|
|
97
|
+
## ICP — Ideal Customer Profile
|
|
98
|
+
|
|
99
|
+
### Firmographic
|
|
100
|
+
- **Company size:** 100-1000 employees (mid-market primary)
|
|
101
|
+
- **Industry:** Tech-forward — B2B SaaS, Software, Fintech, HealthTech (regulated OK)
|
|
102
|
+
- **Revenue:** $5M-$500M ARR
|
|
103
|
+
- **Geography:** US + Canada primary, EU secondary (EU data residency ready), APAC future
|
|
104
|
+
- **Growth stage:** Scaling (hired 20-50% YoY) — management needs are acute
|
|
105
|
+
|
|
106
|
+
### Personas
|
|
107
|
+
|
|
108
|
+
**Primary Buyer: VP People / Chief People Officer**
|
|
109
|
+
- **Role seniority:** Director through C-level (reports to CEO or COO)
|
|
110
|
+
- **Tenure:** 5-10 years in People/HR
|
|
111
|
+
- **Key context:** Under pressure to show manager effectiveness data, reports to ELT
|
|
112
|
+
- **Pain:** Cannot measure 1:1 quality; relies on storytelling with CEO
|
|
113
|
+
- **Goal:** Be seen as data-driven People leader
|
|
114
|
+
- **Budget authority:** Yes ($50K-$500K annually)
|
|
115
|
+
|
|
116
|
+
**End-User: People Manager**
|
|
117
|
+
- **Role:** Engineering / Sales / Ops / Product managers with 5-15 direct reports
|
|
118
|
+
- **Tenure:** 2-10 years in management
|
|
119
|
+
- **Pain:** 45-60 min/week admin per report, action items dropped, meeting quality anxiety
|
|
120
|
+
- **Goal:** Feel prepared, connected, not burned out
|
|
121
|
+
- **Buying influence:** Moderate (their pushback kills deals, their enthusiasm accelerates)
|
|
122
|
+
|
|
123
|
+
**Champion: Chief of Staff / HR Business Partner**
|
|
124
|
+
- **Role:** Reports to VP People or directly to exec
|
|
125
|
+
- **Function:** Advocate internally, navigate multi-stakeholder buying
|
|
126
|
+
- **What they need:** Clear business case, easy internal messaging, support
|
|
127
|
+
|
|
128
|
+
### Qualification Criteria
|
|
129
|
+
|
|
130
|
+
**Must-haves (ICP):**
|
|
131
|
+
- [ ] 100+ employees (scale threshold)
|
|
132
|
+
- [ ] Multi-tier management structure (managers who manage managers)
|
|
133
|
+
- [ ] VP People or equivalent role exists (buyer present)
|
|
134
|
+
- [ ] Currently using spreadsheet / ad-hoc / competitor for performance management
|
|
135
|
+
|
|
136
|
+
**Good-to-haves:**
|
|
137
|
+
- [ ] Tech industry (AI-ready culture)
|
|
138
|
+
- [ ] Remote / hybrid workforce (1:1 importance elevated)
|
|
139
|
+
- [ ] Recent leadership change (new VP People looking for modern tools)
|
|
140
|
+
- [ ] Data-driven organization (CRO + CTO with metrics buy Sales, CPO wants parity)
|
|
141
|
+
|
|
142
|
+
---
|
|
143
|
+
|
|
144
|
+
## Positioning (Geoffrey Moore)
|
|
145
|
+
|
|
146
|
+
**For** People operations leaders at mid-market B2B SaaS companies (100-1000 employees)
|
|
147
|
+
**Who** need measurable evidence of manager effectiveness at scale
|
|
148
|
+
**Our** TeamFlow AI-powered 1:1 tier **is a** People operations intelligence platform
|
|
149
|
+
**That** automates the admin burden of 1:1s and generates actionable insights on manager practice
|
|
150
|
+
**Unlike** Lattice, 15Five, or Culture Amp (which provide structured templates but no AI automation)
|
|
151
|
+
**Our product** combines native AI summarization with privacy-by-design architecture, trusted by 3+ years of B2B HR data handling.
|
|
152
|
+
|
|
153
|
+
**Elevator pitch (30 seconds):**
|
|
154
|
+
«Managers spend 3+ hours a week on 1:1 admin — prep, notes, follow-up. We turn those hours back into real conversations. TeamFlow AI summarizes every 1:1, extracts action items, and reminds managers before the next meeting. VP HR gets the data they've never had: which managers run great 1:1s, which teams are at risk, all without touching the sensitive content. 40 mid-market customers upgraded in the first quarter.»
|
|
155
|
+
|
|
156
|
+
---
|
|
157
|
+
|
|
158
|
+
## Messaging Pillars
|
|
159
|
+
|
|
160
|
+
| # | Pillar | Claim | Proof Points | JTBD Addressed |
|
|
161
|
+
|---|--------|-------|--------------|----------------|
|
|
162
|
+
| 1 | **Time Reclaimed** | «Get 3 hours per week back for every manager» | Wizard-of-Oz beta: avg 2.8 hrs saved/week per manager; customer quote wall | End-user F1 (admin overhead) |
|
|
163
|
+
| 2 | **Confidence, Not Surveillance** | «Privacy-first AI that managers opt into, not corporate monitoring» | Architecture: opt-in per meeting, zero data retention on LLM, SOC 2 Type II attestation | Buyer E1 + End-user E1 (emotional jobs) |
|
|
164
|
+
| 3 | **Measurable People Operations** | «See manager 1:1 health across your org for the first time» | Dashboard: cadence, action items velocity, health scores (aggregate, privacy-preserving) | Buyer F1, F2 (consistency + ROI reporting) |
|
|
165
|
+
| 4 | **Enterprise-Grade from Day One** | «SOC 2 Type II, GDPR, BYOK encryption, SSO/SCIM — ready for your procurement» | Security attestations; customer references (2 enterprise design partners) | Buyer S1 (credibility with ELT) |
|
|
166
|
+
|
|
167
|
+
Note: Avoid generic «AI-powered» — everyone says that. Specifics + proof points matter.
|
|
168
|
+
|
|
169
|
+
---
|
|
170
|
+
|
|
171
|
+
## Competitive Differentiation
|
|
172
|
+
|
|
173
|
+
### Direct competitors
|
|
174
|
+
|
|
175
|
+
| Dimension | **TeamFlow AI** | Lattice | 15Five | Culture Amp |
|
|
176
|
+
|-----------|:---------------:|:-------:|:------:|:-----------:|
|
|
177
|
+
| AI 1:1 summarization | ✅ **Native, launched June 2026** | ❌ | ❌ | ❌ |
|
|
178
|
+
| Action items auto-extract | ✅ | Partial (manual) | ❌ | ❌ |
|
|
179
|
+
| Aggregate 1:1 dashboard | ✅ Q3 2026 | ❌ | Partial | ❌ |
|
|
180
|
+
| Privacy architecture (opt-in, BYOK) | ✅ | Basic | Basic | Basic |
|
|
181
|
+
| SSO SAML + SCIM | ✅ | ✅ | ✅ | ✅ |
|
|
182
|
+
| Pricing (mid-market avg) | $30/seat (Team Tier) | $35/seat | $28/seat | $25/seat |
|
|
183
|
+
|
|
184
|
+
### Indirect competitors
|
|
185
|
+
- **Notion / Asana / Airtable:** «generic tool hack» — customers cobble together workflows
|
|
186
|
+
- **Otter.ai + ChatGPT:** external transcription + summary — privacy nightmare for HR
|
|
187
|
+
|
|
188
|
+
### Why We Win (top 3 reasons customers choose us)
|
|
189
|
+
1. **AI-native, purpose-built** — not bolted-on, understood HR context
|
|
190
|
+
2. **Privacy architecture** — enterprise-ready trust model
|
|
191
|
+
3. **Integrated workflow + analytics** — one platform, multiple tiers
|
|
192
|
+
|
|
193
|
+
### Top Objections + Responses
|
|
194
|
+
|
|
195
|
+
| Objection | Response |
|
|
196
|
+
|-----------|----------|
|
|
197
|
+
| «Why not wait for Lattice to add AI?» | «Feature gap likely 12+ months. Our 3-year data head start = better summaries Day 1. See demo.» |
|
|
198
|
+
| «Privacy concerns — HR data leaking to OpenAI?» | «Zero retention API tier + regional endpoints + BYOK for enterprise. Happy to share arch diagrams + SOC 2 scope.» |
|
|
199
|
+
| «We already have our own process» | «Great — keep what works. AI augments, doesn't replace. Our Team Tier adds AI assist without disrupting current workflows. Try for 30 days.» |
|
|
200
|
+
| «Pricing feels steep» | «$8/seat for 3 hrs/week saved — that's $150/hr value created. ROI 45×. Our customers see NRR lift 5-10pp post-AI tier adoption.» |
|
|
201
|
+
| «What if AI is wrong?» | «Manager reviews and edits before approval. AI-assisted, human-authored. See demo.» |
|
|
202
|
+
|
|
203
|
+
---
|
|
204
|
+
|
|
205
|
+
## Pricing & Packaging
|
|
206
|
+
|
|
207
|
+
### Pricing Model
|
|
208
|
+
|
|
209
|
+
**Three-tier structure (active effective July 1, 2026):**
|
|
210
|
+
|
|
211
|
+
| Tier | Price/seat/mo | Core Features | AI Summarization | Analytics |
|
|
212
|
+
|------|:-------------:|:-------------:|:----------------:|:---------:|
|
|
213
|
+
| **Core** | $15 | 1:1 templates, OKR tracking, reviews | ❌ | Basic |
|
|
214
|
+
| **Team** | $23 (+$8) | All Core + | ✅ | Standard |
|
|
215
|
+
| **Enterprise** | $50+ (negotiated) | All Team + | ✅ + BYOK | Aggregate + benchmarks + manager health scores |
|
|
216
|
+
|
|
217
|
+
**Pricing rationale:**
|
|
218
|
+
- Value-based: $8/seat for 3 hrs/week saved = customer ROI 45×
|
|
219
|
+
- Competitor-based: Lattice $35, 15Five $28, us positioned in middle
|
|
220
|
+
- Expansion-optimized: tier ladder encourages upgrade (Core → Team → Enterprise)
|
|
221
|
+
|
|
222
|
+
**Discount Policies:**
|
|
223
|
+
- Annual prepay: 15% discount
|
|
224
|
+
- 500+ seats: negotiated (sales-led)
|
|
225
|
+
- Non-profit: 30% discount
|
|
226
|
+
- Early adopter (first 100 Team Tier upgrades): +50% free trial extension (30 → 45 days)
|
|
227
|
+
|
|
228
|
+
---
|
|
229
|
+
|
|
230
|
+
## Launch Channels
|
|
231
|
+
|
|
232
|
+
**Channel mix (investment weighting):**
|
|
233
|
+
|
|
234
|
+
### Owned (60% focus)
|
|
235
|
+
- **Email to existing customers:** 4,200 contacts, segmented (SMB / mid / enterprise)
|
|
236
|
+
- **In-app banner:** Core tier customers see upsell CTA
|
|
237
|
+
- **Blog post:** «Introducing AI-Assisted 1:1s» — long-form, SEO-optimized
|
|
238
|
+
- **Changelog update:** Published via release notes
|
|
239
|
+
- **Webinar series:** «AI in People Ops — 4-week series» (weekly)
|
|
240
|
+
- **Customer advisory board:** Exclusive preview 3 days before public
|
|
241
|
+
|
|
242
|
+
### Paid (20% focus)
|
|
243
|
+
- **LinkedIn ads:** B2B SaaS standard — targeting VP HR titles, 100-1000 employee filter
|
|
244
|
+
- **Google search ads:** «AI for performance management», «ai 1:1 notes», competitor keywords
|
|
245
|
+
- **Retargeting:** website visitors who bounced off pricing page
|
|
246
|
+
|
|
247
|
+
### Earned (15% focus)
|
|
248
|
+
- **PR outreach:** TechCrunch exclusive (briefing June 27), Axios, CNBC follow-ups
|
|
249
|
+
- **Influencer advocacy:** 3 People Ops thought leaders briefed (Lars, Mia, Kevin)
|
|
250
|
+
- **Customer case studies:** 3 written + filmed by Q3
|
|
251
|
+
|
|
252
|
+
### Partners (5% focus)
|
|
253
|
+
- **Integration partners:** Notion, Linear, Jira announcements mentioning TeamFlow AI
|
|
254
|
+
- **Agency network:** Carta People, Gusto refer customers with performance mgmt needs
|
|
255
|
+
|
|
256
|
+
---
|
|
257
|
+
|
|
258
|
+
## Sales Enablement
|
|
259
|
+
|
|
260
|
+
**Deliverables (completed June 23):**
|
|
261
|
+
- [x] Updated pitch deck (+5 AI slides)
|
|
262
|
+
- [x] Battle cards vs Lattice, 15Five, Culture Amp, Notion/Asana hack
|
|
263
|
+
- [x] Demo script (7 min live + interactive sandbox environment)
|
|
264
|
+
- [x] ROI calculator (inputs: # managers, # reports/manager → outputs: hours saved, $ value)
|
|
265
|
+
- [x] Objection handling guide (20 common objections + responses)
|
|
266
|
+
- [x] Cold outreach sequence (3-email, LinkedIn InMail variants)
|
|
267
|
+
- [x] Pricing sheet with annual prepay options
|
|
268
|
+
|
|
269
|
+
**Training:**
|
|
270
|
+
- [x] 90-min live session (June 24) — 18 of 20 sales reps attended
|
|
271
|
+
- [x] Recorded + transcribed for async review
|
|
272
|
+
- [x] Weekly office hours with PM + Product Marketing (Fridays 2pm)
|
|
273
|
+
|
|
274
|
+
---
|
|
275
|
+
|
|
276
|
+
## CS Enablement
|
|
277
|
+
|
|
278
|
+
**Deliverables:**
|
|
279
|
+
- [x] Customer-facing docs (knowledge base): «Getting Started», «Privacy FAQ», «Admin Guide»
|
|
280
|
+
- [x] Video walkthrough (5 min manager + 3 min admin)
|
|
281
|
+
- [x] FAQ: 47 questions covering all major use cases
|
|
282
|
+
- [x] Migration guides: For customers currently using competitor note-taking
|
|
283
|
+
- [x] Escalation runbook for edge cases
|
|
284
|
+
|
|
285
|
+
**Training:**
|
|
286
|
+
- [x] Internal workshop (June 20) — all 15 CS team members attended
|
|
287
|
+
- [x] Dogfood access — CS reps used feature 2 weeks pre-launch
|
|
288
|
+
- [x] Shadow manager sessions (live 1:1 observations)
|
|
289
|
+
|
|
290
|
+
---
|
|
291
|
+
|
|
292
|
+
## Success Metrics
|
|
293
|
+
|
|
294
|
+
### Short-term (30 days post-launch — July 30)
|
|
295
|
+
- **Adoption:** 15 Team Tier upgrades
|
|
296
|
+
- **Support ticket volume:** <5% of total
|
|
297
|
+
- **Sales inquiry volume:** 30 new Team Tier opportunities
|
|
298
|
+
- **Press coverage:** 1 Tier-1 publication
|
|
299
|
+
- **NPS (Team Tier users):** 48+ (baseline 45 for TeamFlow overall)
|
|
300
|
+
|
|
301
|
+
### Mid-term (90 days — September 30)
|
|
302
|
+
- **Total upgrades:** 40 accounts (OKR commitment)
|
|
303
|
+
- **Pipeline influenced:** $3M ARR
|
|
304
|
+
- **New ARR attributed:** $400K
|
|
305
|
+
- **Competitive win rate vs Lattice:** 35%+ (baseline 22%)
|
|
306
|
+
- **Sticky Manager Ratio (NSM):** 20%+
|
|
307
|
+
|
|
308
|
+
### Long-term (6+ months — Dec 30)
|
|
309
|
+
- **Retention lift in AI Tier accounts:** +3pp vs Core tier
|
|
310
|
+
- **NRR impact:** +5pp org-wide
|
|
311
|
+
- **Category positioning shift:** «AI-native People Ops» appears in analyst reports (Forrester, Gartner)
|
|
312
|
+
|
|
313
|
+
---
|
|
314
|
+
|
|
315
|
+
## Timeline
|
|
316
|
+
|
|
317
|
+
| Week | Phase | Activities |
|
|
318
|
+
|:----:|-------|-----------|
|
|
319
|
+
| T-6 (May 19) | Prep | GTM brief approval, ICP finalized |
|
|
320
|
+
| T-4 (June 2) | Prep | Sales deck, battle cards, training materials ready |
|
|
321
|
+
| T-2 (June 16) | Beta | Beta customer feedback, iteration, final messaging |
|
|
322
|
+
| T-1 (June 23) | Hardening | Final copy, FAQ, docs published (staging), training sessions |
|
|
323
|
+
| **T-0 (June 30)** | **Launch** | **Announce all channels, sales enablement live, CS prepared** |
|
|
324
|
+
| T+1 (July 7) | Monitor | Daily metrics review, issue triage, customer feedback |
|
|
325
|
+
| T+4 (July 28) | Retro | Post-launch retrospective, adjustments, Q3 plan |
|
|
326
|
+
|
|
327
|
+
---
|
|
328
|
+
|
|
329
|
+
## Open Questions (resolved pre-launch)
|
|
330
|
+
|
|
331
|
+
1. [RESOLVED] Pricing final: $23/seat Team Tier confirmed by VP Sales + CFO
|
|
332
|
+
2. [RESOLVED] PR exclusive: TechCrunch briefing date locked (June 27)
|
|
333
|
+
3. [RESOLVED] Customer advisory board preview: June 27 email + dedicated Slack
|
|
334
|
+
4. [OPEN — post-launch monitor] Mobile demand: 3 customers asked; track signal, reconsider Q4
|
|
335
|
+
|
|
336
|
+
---
|
|
337
|
+
|
|
338
|
+
## Risks & Mitigations
|
|
339
|
+
|
|
340
|
+
| Risk | Probability | Impact | Mitigation |
|
|
341
|
+
|------|:-----------:|:------:|-----------|
|
|
342
|
+
| Launch coincides with competitor AI announcement | M | H | Pre-brief on day zero narrative — «first-to-market with privacy-first» differentiator |
|
|
343
|
+
| Support ticket spike overwhelms CS | M | M | 5 CS reserves on standby first 2 weeks |
|
|
344
|
+
| Pricing pushback from price-sensitive SMBs | H | L | 30-day trial + annual discount offers |
|
|
345
|
+
| Enterprise prospects stall on compliance | L | H | SOC 2 Type II attestation ready, fast-track responses |
|
|
346
|
+
```
|
|
347
|
+
|
|
348
|
+
> **GTM brief lesson:** Messaging pillars are not a feature list. Each pillar = claim + proof + JTBD link. **Objection handling** with concrete numeric responses («$150/hr value, ROI 45×») rather than platitudes. **Channel mix weighted** (60/20/15/5) — not equal effort. Sales enablement deliverables specific + timed. Metrics laddered (short / mid / long) prevent launch anxiety about Day 1 adoption.
|