Command: synthesize-feedback

command

Consolidates quantitative and qualitative signals into prioritized themes with opportunity sizing.

Download .md

Command: synthesize-feedback

Inputs

  • window – analysis horizon (30d, 60d, quarter) pulling data from surveys, support, usage, community.
  • personas – optional filter for personas or segments to highlight.
  • detail – summary | workshop controls depth of deliverables.
  • include-voice – true/false to embed verbatim quotes.
  • impact-lens – arr | adoption | satisfaction to drive prioritization lens.

GTM Agents Pattern & Plan Checklist

Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

  • Pattern selection: Feedback synthesis typically runs pipeline (aggregation → tagging → impact modeling → opportunity framing → narrative). If tagging + modeling can run in parallel, record a diamond block with merge gate in the plan header.
  • Plan schema: Save .claude/plans/plan-<timestamp>.json capturing window, data feeds, dependency graph (CS, product, research, analytics), error handling, and success metrics (theme confidence, coverage %, time-to-synthesize).
  • Tool hooks: Reference docs/gtm-essentials.md stack—Serena for taxonomy updates, Context7 for historic studies, Sequential Thinking for workshop prep, Playwright for dashboard QA when embedding outputs.
  • Guardrails: Default retry limit = 2 for data pulls/tagging jobs; escalation ladder = Research Lead → CX Leadership → Exec sponsor.
  • Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before workshops to confirm dependencies + deliverables.

Workflow

  1. Data Aggregation – collect structured/unstructured feedback from connected systems.
  2. Tagging & Clustering – apply taxonomy, detect emerging topics, score severity + frequency.
  3. Impact Modeling – quantify ARR, usage, or sentiment impact with supporting metrics.
  4. Opportunity Framing – craft problem statements, desired outcomes, and proposed motions.
  5. Narrative Packaging – produce decks/notes for PM, CS, marketing, and exec consumption.

Outputs

  • Theme matrix with impact, personas, confidence, and owner recommendations.
  • Quote bank + evidence appendix tied to each theme.
  • Action backlog seeds for route-insights command.
  • Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

  • cs-analyst – leads data prep + scoring.
  • research-lead – ensures insights align with study goals.
  • insight-synthesis skill – provides framing templates and storytelling patterns.
  • survey-design skill – highlights methodology caveats.

GTM Agents Safeguards

  • Fallback agents: document substitutes (e.g., CS Analyst covering Research Lead) when leads unavailable.
  • Escalation triggers: if data completeness or confidence metrics miss thresholds twice, escalate via GTM Agents rip-cord and log remediation in plan JSON.
  • Plan maintenance: update plan JSON/change log when data sources, personas, or impact lenses change to preserve audit history.