Run Survey

Command: run-survey

Inputs

• audience – persona or segment target (admins, champions, exec sponsors).
• goal – objective (adoption, roadmap validation, satisfaction, messaging test).
• channels – comma-separated distribution methods (email, in-app, community, CS-led).
• deadline – fielding end date or fixed duration.
• incentive – optional reward description or budget.
• sample_size – desired number of responses (numeric).

GTM Agents Pattern & Plan Checklist

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

• Pattern selection: Survey orchestration typically runs pipeline (brief → question design → sampling → monitoring → handoff). If question design + sampling prep run in parallel, note a diamond block with merge gate in the plan header.
• Plan schema: Save .claude/plans/plan-<timestamp>.json capturing audience, goals, sampling logic, dependency graph (legal, CS, research ops), error handling, and success metrics (response rate, completion %, demographic balance).
• Tool hooks: Reference docs/gtm-essentials.md stack—Serena for MAP automation diffs, Context7 for research SOPs + historic surveys, Sequential Thinking for pre/post-readouts, Playwright for survey QA.
• Guardrails: Default retry limit = 2 for distribution/QA failures; escalation ladder = Research Lead → Customer Marketing → Exec sponsor.
• Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before launch to confirm dependencies, approvals, deliverables.

Workflow

1. Brief Assembly – capture goals, personas, hypotheses, and stakeholder approvals.
2. Question Design – generate question bank with logic, scales, and branching recommendations.
3. Sampling & Distribution – build target lists, dedupe suppression lists, schedule sends.
4. Monitoring – track response rates, data quality, and audience balance; trigger boosts if needed.
5. Handoff – package clean dataset + metadata for synthesize-feedback command.

Outputs

• Survey plan (audience, sample, channels, incentive, timeline).
• Question set with logic map and translation/localization notes.
• Distribution checklist + automation steps for MAP/CS tooling.
• Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

• research-lead – validates methodology and question quality.
• cs-analyst – ensures sampling + data integrity.
• survey-design skill – provides templates and guardrails.
• stakeholder-ops skill – outlines approvals + comms.

GTM Agents Safeguards

• Fallback agents: document substitutes (e.g., CS Analyst covering Research Lead) when leads unavailable.
• Escalation triggers: if response rate misses guardrail twice or sampling bias detected, escalate via GTM Agents rip-cord and log corrective actions in plan JSON.
• Plan maintenance: update plan JSON/change log when audiences, question sets, or tooling stacks change to preserve audit parity.