Optimize Nurture

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.