Map Journey

Facilitates end-to-end journey mapping workshops with data-backed insights and ownership plans.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·

Command: map-journey

Inputs

  • persona – target persona or segment.
  • scope – journey slice (awareness, onboarding, adoption, renewal, expansion).
  • horizon – time window to analyze (e.g., 6months, lifecycle).
  • data_sources – optional list of VOC/telemetry sources to emphasize.
  • facilitators – optional list of stakeholders joining workshops.

GTM Agents Pattern & Plan Checklist

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

  • Pattern selection: Journey mapping typically runs pipeline (discovery → workshop → evidence → gaps → synthesis). If workshop activities can split (e.g., persona + channel subgroups), log a diamond segment with merge gate in the plan header.
  • Plan schema: Save .claude/plans/plan-<timestamp>.json capturing persona, scope, task IDs, parallel groups, dependency graph (research, CX ops, product), error handling, and success metrics (gap closure %, NPS uplift, time-to-resolution).
  • Tool hooks: Reference docs/gtm-essentials.md stack—Serena for instrumentation diffs, Context7 for VOC/support docs, Sequential Thinking for facilitation prompts, Playwright for QA on journey prototypes if needed.
  • Guardrails: Default retry limit = 2 for evidence gaps or facilitation blockers; escalation ladder = CX Strategist → Journey Ops Owner → CCO/CS leadership.
  • Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before execution to confirm facilitators, dependencies, and deliverables.

Workflow

  1. Discovery Packet – compile research, telemetry, and existing maps for the selected persona/scope.
  2. Workshop Flow – guide stakeholders through stage definition, touchpoint inventory, emotion mapping, and ownership assignment.
  3. Evidence Layer – inject VOC quotes, product metrics, and support data to ground decisions.
  4. Gap Logging – capture friction points, root causes, and potential solutions.
  5. Synthesis – produce journey blueprint, highlight quick wins, and queue items for prioritization.

Outputs

  • Journey map (diagram + table) with stages, touchpoints, emotions, KPIs, and owners.
  • Gap log referencing supporting data and potential solutions.
  • Stakeholder recap with action items and next steps.
  • Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

  • cx-strategist – leads facilitation and synthesis.
  • journey-mapping skill – provides templates/checklists.
  • research-lead – injects VOC evidence.

GTM Agents Safeguards

  • Fallback agents: document substitutes (e.g., Journey Ops Owner covering CX Strategist) when facilitators unavailable.
  • Escalation triggers: if critical gaps lack owners after two checkpoints or evidence quality falls below guardrails, escalate to CX + Product leadership per GTM Agents rip-cord.
  • Plan maintenance: update plan JSON/change log when scope, facilitators, or data sources change to keep audit alignment with GTM Agents procedures.

More on the bench

SKILL0

Churn Prevention

Reduce voluntary and involuntary churn through cancel flow design, save offers, exit surveys, and dunning sequences. Use when designing or optimizing a cancel flow, building save offers, setting up dunning emails, or reducing failed-payment churn. Trigger keywords: cancel flow, churn reduction, save offers, dunning, exit survey, payment recovery, win-back, involuntary churn, failed payments, cancel page. NOT for customer health scoring or expansion revenue — use customer-success-manager for that.

customer-success+2
1
SKILL0

Qbr Deck

Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account. Use when asked to prepare a QBR, business review meeting, executive review, or quarterly check-in with a customer. Produces a slide-by-slide QBR structure with talking points, metrics review, value narrative, and mutual next steps.

customer-success+2
0
SKILL0

Cs Health Scorecard

Build a customer health scorecard for a specific account. Use when asked to score account health, assess renewal risk, build a health dashboard, or evaluate an account's likelihood to renew or expand. Produces a structured health scorecard with a RAG status, dimension scores, key risks, and recommended actions.

customer-success+2
0