Define Profiles

Command: define-profiles

Inputs

• initiative – program or campaign name anchoring the personalization effort.
• channels – comma-separated channels to activate (web, in-app, email, ads, sales).
• metrics – optional KPIs (activation rate, pipeline $, retention).
• constraints – optional compliance, consent, or tooling notes.
• timeline – optional delivery window.

GTM Agents Pattern & Plan Checklist

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

• Pattern selection: Profile definition typically runs diamond (objective intake ↔ attribute inventory in parallel, reconverging into activation/governance) or pipeline when sequential; document pattern choice in plan header.
• Plan schema: Save .claude/plans/plan-<timestamp>.json capturing initiative, data sources, dependency graph (data eng, legal, privacy), error handling, and success metrics (attribute coverage %, consent integrity, activation lift).
• Tool hooks: Reference docs/gtm-essentials.md stack—Serena for schema diffs, Context7 for privacy/compliance docs, Sequential Thinking for governance reviews, Playwright for consent/opt-in flow QA if needed.
• Guardrails: Default retry limit = 2 for data pulls or consent checks; escalation ladder = Personalization Architect → Data Privacy Lead → Exec sponsor.
• Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before finalizing to confirm dependencies + approvals.

Workflow

1. Objective Intake – clarify business goals, target personas, lifecycle stages.
2. Attribute Inventory – list required fields, source systems, refresh cadence, and consent rules.
3. Profile Definition – outline segments, eligibility logic, scoring, decay windows.
4. Activation Mapping – document downstream systems, API/webhook needs, fallback states.
5. Governance Plan – assign owners, QA cadences, and change management checkpoints.

Outputs

• Profile schema deck/table (attributes, types, source, SLA, privacy notes).
• Eligibility + suppression logic doc for each profile.
• Activation checklist linking profiles to channels and tooling.
• Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

• personalization-architect – leads objectives + profile design.
• customer-data-engineer – validates data feasibility.
• decision-trees skill – ensures logic structures align with downstream rules.

GTM Agents Safeguards

• Fallback agents: document substitutes (e.g., Customer Data Engineer covering Architect) when leads unavailable.
• Escalation triggers: escalate if consent/compliance blockers occur twice or attribute coverage misses SLA; log remediation in plan JSON.
• Plan maintenance: update plan JSON/change log when attributes, data sources, or governance cadences change.