Optimize Referrals

Command: optimize-referrals

Inputs

• window – analysis horizon (7d, 30d, 90d).
• detail – summary | full to control output length.
• dimensions – optional breakdowns (channel, persona, partner-tier, region).
• experiments – optional list of tests to evaluate.
• 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: Optimization review typically runs pipeline (data refresh → diagnostics → risk review → partner health → action plan). If diagnostics + risk review can run concurrently, note a diamond block with merge gate in the plan header.
• Plan schema: Save .claude/plans/plan-<timestamp>.json capturing window, datasets, task IDs, dependency graph (BI, fraud, partner ops), error handling, and success metrics (conversion lift, fraud reduction, partner NPS).
• Tool hooks: Reference docs/gtm-essentials.md stack—Serena for schema diffs, Context7 for referral SOPs/partner comms, Sequential Thinking for retro cadence, Playwright for offer flows or portal QA.
• Guardrails: Default retry limit = 2 for failed data pulls or fraud model runs; escalation ladder = Referral Architect → Partner Ops → Exec sponsor.
• Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before distributing recommendations to confirm dependencies and approvals.

Workflow

1. Data Refresh – pull referral submissions, conversions, payouts, fraud flags, and NPS per dimension.
2. Performance Diagnostics – inspect funnel (invites → referrals → pipeline → revenue) and incentive efficiency.
3. Risk Review – run fraud heuristics, identify suspicious cohorts, confirm compliance logs.
4. Partner Health – evaluate top/bottom partners, share-of-voice, and engagement levels.
5. Playbook Output – recommend experiments (incentive tweaks, messaging, partner enablement) with expected impact.

Outputs

• Performance dashboard snapshot with annotated insights.
• Fraud/risk summary referencing fraud-detection skill outputs.
• Optimization backlog with owners, ETA, and projected lift.
• Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

• referral-architect – prioritizes experiments + approvals.
• lifecycle-ops – implements tooling or messaging changes.
• fraud-detection skill – validates risk findings.
• partner-ops skill – coordinates partner communications.

GTM Agents Safeguards

• Fallback agents: document substitutes (e.g., Lifecycle Ops covering Architect) when leads unavailable.
• Escalation triggers: if alert_threshold breached twice or fraud risk spikes, trigger GTM Agents rip-cord escalation and record actions in plan JSON.
• Plan maintenance: update plan JSON/change log whenever metrics, thresholds, or partner tiers change to maintain audit continuity.