Command: optimize-nurture

command

Builds a nurture optimization plan with insights, experiments, and remediation tasks.

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Command: optimize-nurture

Inputs

  • window – reporting period (7d, 14d, 30d, quarter).
  • kpis – comma-separated metrics (opens, clicks, conversion, pipeline, velocity, unsub).
  • segments – optional audience filters.
  • experiments – optional list of running tests to review.
  • alerts – optional thresholds for escalations.

GTM Agents Pattern & Plan Checklist

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

  • Pattern selection: Optimization usually runs pipeline (data → insights → experiments → action plan → governance). If insights and experiment analysis can proceed in parallel, log a diamond segment + merge gate.
  • Plan schema: Update .claude/plans/plan-<timestamp>.json with data sources, query/metric owners, experiment IDs, remediation tasks, risk guardrails, error handling, and success targets (activation %, pipeline lift, unsub ceiling).
  • Tool hooks: Reference docs/gtm-essentials.md (Serena for pipeline diffs + data pulls, Context7 for platform docs, Sequential Thinking for retrospection, Playwright for QA of revised assets).
  • Guardrails: Define retry limit (default 2) for automation fixes; escalation ladder = Nurture Analytics Partner → Marketing Ops Partner → Revenue Operations if alerts breach thresholds.
  • Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before sharing to ensure agent coverage + deliverables are complete.

Workflow

  1. Data Consolidation – MAP stats, CRM pipeline, product usage, SDR assist metrics.
  2. Insight Detection – highlight stages with drop-offs, fatigue, or high unsub rates.
  3. Experiment Analysis – summarize test results, significance, and rollout recommendations.
  4. Action Plan – propose new tests, content refresh, audience refinements, or sequencing changes.
  5. Governance – log owners, deadlines, and dependencies for each recommendation.

Outputs

  • Optimization brief (insights, impact, recommended action, owner, due date).
  • Updated experiment tracker with verdicts and next tests.
  • Alert + SLA tracker for segments needing fast intervention.
  • Plan JSON entry stored/updated in .claude/plans for auditability.

Agent/Skill Invocations

  • nurture-analytics-partner – leads analysis.
  • nurture-testing skill – validates experiment rigor.
  • lifecycle-cadence skill – checks pacing vs fatigue thresholds.

GTM Agents Safeguards

  • Fallback agents: record substitutes (e.g., Lifecycle Cadence covering analytics) when primary owners unavailable.
  • Escalation triggers: if activation/pipeline KPIs fall below guardrail for two consecutive windows, invoke lifecycle rip-cord and notify Marketing + Sales leadership.
  • Plan maintenance: every optimization cycle must append results + changes to the plan JSON and status packets, matching GTM Agents audit expectations.