loki-mode 4.2.0

package/references/business-ops.md

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+# Business Operations Reference
+
+Workflows and procedures for business swarm agents.
+
+## Marketing Operations
+
+### Landing Page Checklist
+```
+[ ] Hero section with clear value proposition
+[ ] Problem/solution narrative
+[ ] Feature highlights (3-5 key features)
+[ ] Social proof (testimonials, logos, stats)
+[ ] Pricing section (if applicable)
+[ ] FAQ section
+[ ] Call-to-action (primary and secondary)
+[ ] Footer with legal links
+```
+
+### SEO Optimization
+```yaml
+Technical SEO:
+  - meta title: 50-60 characters, include primary keyword
+  - meta description: 150-160 characters, compelling
+  - canonical URL set
+  - robots.txt configured
+  - sitemap.xml generated
+  - structured data (JSON-LD)
+  - Open Graph tags
+  - Twitter Card tags
+
+Performance:
+  - Largest Contentful Paint < 2.5s
+  - First Input Delay < 100ms
+  - Cumulative Layout Shift < 0.1
+  - Images optimized (WebP, lazy loading)
+
+Content:
+  - H1 contains primary keyword
+  - H2-H6 hierarchy logical
+  - Internal linking strategy
+  - Alt text on all images
+  - Content length appropriate for intent
+```
+
+### Content Calendar Template
+```markdown
+# Week of [DATE]
+
+## Monday
+- [ ] Blog post: [TITLE]
+- [ ] Social: LinkedIn announcement
+
+## Wednesday  
+- [ ] Email newsletter
+- [ ] Social: Twitter thread
+
+## Friday
+- [ ] Case study update
+- [ ] Social: Feature highlight
+```
+
+### Email Sequences
+
+**Onboarding Sequence:**
+```
+Day 0: Welcome email (immediate)
+  - Thank you for signing up
+  - Quick start guide link
+  - Support contact
+
+Day 1: Getting started
+  - First feature tutorial
+  - Video walkthrough
+
+Day 3: Value demonstration
+  - Success metrics
+  - Customer story
+
+Day 7: Check-in
+  - How's it going?
+  - Feature discovery
+
+Day 14: Advanced features
+  - Power user tips
+  - Integration options
+```
+
+**Abandoned Cart/Trial:**
+```
+Hour 1: Reminder
+Day 1: Benefits recap
+Day 3: Testimonial + urgency
+Day 7: Final offer
+```
+
+---
+
+## Sales Operations
+
+### CRM Pipeline Stages
+```
+1. Lead (new contact)
+2. Qualified (fits ICP, has need)
+3. Meeting Scheduled
+4. Demo Completed
+5. Proposal Sent
+6. Negotiation
+7. Closed Won / Closed Lost
+```
+
+### Qualification Framework (BANT)
+```yaml
+Budget:
+  - What's the allocated budget?
+  - Who controls the budget?
+  
+Authority:
+  - Who makes the final decision?
+  - Who else is involved?
+  
+Need:
+  - What problem are you solving?
+  - What's the impact of not solving it?
+  
+Timeline:
+  - When do you need a solution?
+  - What's driving that timeline?
+```
+
+### Outreach Template
+```markdown
+Subject: [Specific pain point] at [Company]
+
+Hi [Name],
+
+I noticed [Company] is [specific observation about their business].
+
+Many [similar role/company type] struggle with [problem], which leads to [negative outcome].
+
+[Product] helps by [specific solution], resulting in [specific benefit with metric].
+
+Would you be open to a 15-minute call to see if this could help [Company]?
+
+Best,
+[Name]
+```
+
+### Demo Script Structure
+```
+1. Rapport (2 min)
+   - Confirm attendees and roles
+   - Agenda overview
+
+2. Discovery (5 min)
+   - Confirm pain points
+   - Understand current process
+   - Success metrics
+
+3. Solution (15 min)
+   - Map features to their needs
+   - Show don't tell
+   - Address specific use cases
+
+4. Social Proof (3 min)
+   - Relevant customer stories
+   - Metrics and outcomes
+
+5. Pricing/Next Steps (5 min)
+   - Present options
+   - Answer objections
+   - Define next steps
+```
+
+---
+
+## Finance Operations
+
+### Billing Setup Checklist (Stripe)
+```bash
+# Initialize Stripe
+npm install stripe
+
+# Required configurations:
+- [ ] Products and prices created
+- [ ] Customer portal enabled
+- [ ] Webhook endpoints configured
+- [ ] Tax settings (Stripe Tax or manual)
+- [ ] Invoice settings customized
+- [ ] Payment methods enabled
+- [ ] Fraud protection rules
+```
+
+### Webhook Events to Handle
+```javascript
+const relevantEvents = [
+  'customer.subscription.created',
+  'customer.subscription.updated', 
+  'customer.subscription.deleted',
+  'invoice.paid',
+  'invoice.payment_failed',
+  'payment_intent.succeeded',
+  'payment_intent.payment_failed',
+  'customer.updated',
+  'charge.refunded'
+];
+```
+
+### Key Metrics Dashboard
+```yaml
+Revenue Metrics:
+  - MRR (Monthly Recurring Revenue)
+  - ARR (Annual Recurring Revenue)
+  - Net Revenue Retention
+  - Expansion Revenue
+  - Churn Rate
+
+Customer Metrics:
+  - CAC (Customer Acquisition Cost)
+  - LTV (Lifetime Value)
+  - LTV:CAC Ratio (target: 3:1)
+  - Payback Period
+
+Product Metrics:
+  - Trial to Paid Conversion
+  - Activation Rate
+  - Feature Adoption
+  - NPS Score
+```
+
+### Runway Calculation
+```
+Monthly Burn = Total Monthly Expenses - Monthly Revenue
+Runway (months) = Cash Balance / Monthly Burn
+
+Healthy: > 18 months
+Warning: 6-12 months
+Critical: < 6 months
+```
+
+---
+
+## Legal Operations
+
+### Terms of Service Template Sections
+```
+1. Acceptance of Terms
+2. Description of Service
+3. User Accounts and Registration
+4. User Conduct and Content
+5. Intellectual Property Rights
+6. Payment Terms (if applicable)
+7. Termination
+8. Disclaimers and Limitations
+9. Indemnification
+10. Dispute Resolution
+11. Changes to Terms
+12. Contact Information
+```
+
+### Privacy Policy Requirements (GDPR)
+```
+Required Disclosures:
+- [ ] Data controller identity
+- [ ] Types of data collected
+- [ ] Purpose of processing
+- [ ] Legal basis for processing
+- [ ] Data retention periods
+- [ ] Third-party sharing
+- [ ] User rights (access, rectification, deletion)
+- [ ] Cookie usage
+- [ ] International transfers
+- [ ] Contact information
+- [ ] DPO contact (if applicable)
+```
+
+### GDPR Compliance Checklist
+```
+Data Collection:
+- [ ] Consent mechanism implemented
+- [ ] Purpose limitation documented
+- [ ] Data minimization practiced
+
+User Rights:
+- [ ] Right to access (data export)
+- [ ] Right to rectification (edit profile)
+- [ ] Right to erasure (delete account)
+- [ ] Right to portability (download data)
+- [ ] Right to object (marketing opt-out)
+
+Technical:
+- [ ] Encryption at rest
+- [ ] Encryption in transit
+- [ ] Access logging
+- [ ] Breach notification process
+```
+
+### Cookie Consent Implementation
+```javascript
+// Cookie categories
+const cookieCategories = {
+  necessary: true,      // Always enabled
+  functional: false,    // User preference
+  analytics: false,     // Tracking/analytics
+  marketing: false      // Advertising
+};
+
+// Required: Show banner before non-necessary cookies
+// Required: Allow granular control
+// Required: Easy withdrawal of consent
+// Required: Record consent timestamp
+```
+
+---
+
+## Customer Support Operations
+
+### Ticket Priority Matrix
+| Priority | Description | Response SLA | Resolution SLA |
+|----------|-------------|--------------|----------------|
+| P1 - Critical | Service down, data loss | 15 min | 4 hours |
+| P2 - High | Major feature broken | 1 hour | 8 hours |
+| P3 - Medium | Feature impaired | 4 hours | 24 hours |
+| P4 - Low | General questions | 24 hours | 72 hours |
+
+### Response Templates
+
+**Acknowledgment:**
+```
+Hi [Name],
+
+Thanks for reaching out! I've received your message about [issue summary].
+
+I'm looking into this now and will get back to you within [SLA time].
+
+In the meantime, [helpful resource or workaround if applicable].
+
+Best,
+[Agent Name]
+```
+
+**Resolution:**
+```
+Hi [Name],
+
+Great news - I've resolved the issue with [specific problem].
+
+Here's what was happening: [brief explanation]
+
+Here's what I did to fix it: [solution summary]
+
+To prevent this in the future: [if applicable]
+
+Please let me know if you have any questions!
+
+Best,
+[Agent Name]
+```
+
+### Knowledge Base Structure
+```
+/help
+├── /getting-started
+│   ├── quick-start-guide
+│   ├── account-setup
+│   └── first-steps
+├── /features
+│   ├── feature-a
+│   ├── feature-b
+│   └── feature-c
+├── /billing
+│   ├── plans-and-pricing
+│   ├── payment-methods
+│   └── invoices
+├── /integrations
+│   ├── integration-a
+│   └── integration-b
+├── /troubleshooting
+│   ├── common-issues
+│   └── error-messages
+└── /api
+    ├── authentication
+    ├── endpoints
+    └── examples
+```
+
+---
+
+## Analytics Operations
+
+### Event Tracking Plan
+```yaml
+User Lifecycle:
+  - user_signed_up:
+      properties: [source, referrer, plan]
+  - user_activated:
+      properties: [activation_method, time_to_activate]
+  - user_converted:
+      properties: [plan, trial_length, conversion_path]
+  - user_churned:
+      properties: [reason, lifetime_value, last_active]
+
+Core Actions:
+  - feature_used:
+      properties: [feature_name, context]
+  - action_completed:
+      properties: [action_type, duration, success]
+  - error_encountered:
+      properties: [error_type, page, context]
+
+Engagement:
+  - page_viewed:
+      properties: [page_name, referrer, duration]
+  - button_clicked:
+      properties: [button_name, page, context]
+  - search_performed:
+      properties: [query, results_count]
+```
+
+### A/B Testing Framework
+```yaml
+Test Structure:
+  name: "Homepage CTA Test"
+  hypothesis: "Changing CTA from 'Sign Up' to 'Start Free' will increase conversions"
+  primary_metric: signup_rate
+  secondary_metrics: [time_on_page, bounce_rate]
+  
+  variants:
+    control:
+      description: "Original 'Sign Up' button"
+      allocation: 50%
+    variant_a:
+      description: "'Start Free' button"
+      allocation: 50%
+  
+  sample_size: 1000_per_variant
+  duration: 14_days
+  significance_level: 0.95
+
+Analysis:
+  - Calculate conversion rate per variant
+  - Run chi-squared test for significance
+  - Check for novelty effects
+  - Segment by user type if needed
+  - Document learnings
+```
+
+### Funnel Analysis
+```
+Signup Funnel:
+  1. Landing Page Visit    → 100% (baseline)
+  2. Signup Page View      → 40% (60% drop-off)
+  3. Form Submitted        → 25% (15% drop-off)
+  4. Email Verified        → 20% (5% drop-off)
+  5. Onboarding Complete   → 12% (8% drop-off)
+  6. First Value Action    → 8% (4% drop-off)
+
+Optimization Targets:
+  - Biggest drop: Landing → Signup (improve CTA, value prop)
+  - Second biggest: Signup → Submit (simplify form)
+```
+
+### Weekly Metrics Report Template
+```markdown
+# Weekly Metrics Report: [Date Range]
+
+## Key Metrics Summary
+| Metric | This Week | Last Week | Change |
+|--------|-----------|-----------|--------|
+| New Users | X | Y | +Z% |
+| Activated Users | X | Y | +Z% |
+| Revenue | $X | $Y | +Z% |
+| Churn | X% | Y% | -Z% |
+
+## Highlights
+- [Positive trend 1]
+- [Positive trend 2]
+
+## Concerns
+- [Issue 1 and action plan]
+- [Issue 2 and action plan]
+
+## Experiments Running
+- [Test name]: [current results]
+
+## Next Week Focus
+- [Priority 1]
+- [Priority 2]
+```
+
+---
+
+## Cross-Functional Workflows
+
+### Feature Launch Checklist
+```
+Pre-Launch:
+[ ] Feature complete and tested
+[ ] Documentation updated
+[ ] Help articles written
+[ ] Email announcement drafted
+[ ] Social content prepared
+[ ] Sales team briefed
+[ ] Support team trained
+[ ] Analytics events added
+[ ] Feature flag ready
+
+Launch:
+[ ] Deploy to production
+[ ] Enable feature flag (% rollout)
+[ ] Send email announcement
+[ ] Publish blog post
+[ ] Post on social media
+[ ] Update changelog
+
+Post-Launch:
+[ ] Monitor error rates
+[ ] Track feature adoption
+[ ] Collect user feedback
+[ ] Iterate based on data
+```
+
+### Incident Communication Template
+```markdown
+# [Incident Type] - [Brief Description]
+
+## Status: [Investigating | Identified | Monitoring | Resolved]
+
+## Timeline
+- [HH:MM] Issue reported
+- [HH:MM] Team engaged
+- [HH:MM] Root cause identified
+- [HH:MM] Fix deployed
+- [HH:MM] Monitoring
+
+## Impact
+- Affected: [% of users, specific features]
+- Duration: [X hours/minutes]
+
+## Root Cause
+[Brief explanation]
+
+## Resolution
+[What was done to fix]
+
+## Prevention
+[What changes will prevent recurrence]
+
+## Next Update
+[Time of next update or "Resolved"]
+```