Command: monitor-loyalty

command

Evaluates loyalty program performance, member health, and experiment impact.

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Command: monitor-loyalty

Inputs

  • window – time range (7d, 30d, quarter) for analysis.
  • detail – summary | full report depth.
  • dimensions – optional breakdowns (tier, cohort, region, channel).
  • experiments – optional list of campaigns/tests to review.
  • alert_threshold – optional KPI threshold for escalations.

GTM Agents Pattern & Plan Checklist

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

  • Pattern selection: Monitoring typically runs pipeline (data → diagnostics → experiments → action plan). If diagnostics and experiment review can run in parallel, document a diamond segment with merge gate in the plan header.
  • Plan schema: Save .claude/plans/plan-<timestamp>.json capturing window, feeds, task IDs, dependency graph (BI, CRM, experimentation), error handling, and success metrics (retention, liability, engagement lift, alert remediation time).
  • Tool hooks: Reference docs/gtm-essentials.md stack—Serena for metric definition diffs, Context7 for SOPs/dashboards, Sequential Thinking for retro cadence, Playwright for verifying embedded dashboards.
  • Guardrails: Default retry limit = 2 for failed data pulls or chart renders; escalation ladder = Member Insights Analyst → Loyalty Strategist → Exec sponsor.
  • Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before distributing outputs to ensure dependencies + approvals captured.

Workflow

  1. Data Pull – collect enrollment, engagement, redemption, CSAT, and revenue metrics by selected window.
  2. Health Diagnostics – evaluate tier mix, churn risk, point liability, and reward breakage.
  3. Member Insights – surface segments needing nudges, upgrade opportunities, or win-back plays.
  4. Experiment Review – summarize test results with lift, guardrails, and recommendations.
  5. Action Plan – produce prioritized backlog (journey tweaks, rewards refresh, messaging updates).

Outputs

  • Dashboard snapshot with KPI trends and drilldowns.
  • Risk/Opportunity list referencing data points and owners.
  • Experiment readouts plus next-test suggestions.
  • Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

  • member-insights-analyst – owns analysis + insights.
  • loyalty-strategist – validates roadmap adjustments.
  • member-insights skill – ensures segmentation + reporting standards.

GTM Agents Safeguards

  • Fallback agents: document substitutes (e.g., Loyalty Strategist covering Analyst) when analysts unavailable.
  • Escalation triggers: if alert_threshold is breached twice or liability spikes, trigger GTM Agents rip-cord escalation and record remediation in plan JSON.
  • Plan maintenance: update plan JSON/change log when metrics, thresholds, or tooling stack shift to keep audit history accurate.