Run Retro

Command: run-retro

Inputs

• segment – optional filter (enterprise, growth, scale) for the retro scope.
• window – time range (month, quarter, rolling-90d).
• include-churn – true/false toggle to include churned accounts alongside renewals.
• dimensions – optional grouping (cs-owner, product, geo, persona).
• depth – summary | workshop (adds facilitation guides + templates).

GTM Agents Pattern & Plan Checklist

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

• Pattern selection: Retros typically follow pipeline (data → analysis → insights → action planning → documentation). If insight synthesis + action planning can run in parallel (workshop mode), log a diamond segment with merge gate.
• Plan schema: Save .claude/plans/plan-<timestamp>.json with objective, scope, task IDs, parallel groups, dependencies (CS Ops, Product, Finance), error handling, and success metrics (closed-loop actions %, renewal uplift, blocker removal).
• Tool hooks: Reference docs/gtm-essentials.md stack—Serena for pulling historical plan diffs, Context7 for product/support notes, Sequential Thinking for facilitation prompts, Playwright for verifying embedded dashboards if used.
• Guardrails: Default retry limit = 2 for data pulls or workshop sync failures; escalation ladder = Renewal Director → CS Ops Partner → Exec Sponsor.
• Review: Use docs/usage-guide.md#orchestration-best-practices-puerto-parity before execution to confirm facilitation resources, dependencies, deliverables.

Workflow

1. Data Compilation – aggregate deal outcomes, ARR deltas, health trends, product usage shifts, and qualitative notes.
2. Pattern Analysis – bucket learnings by reason codes, plays applied, executive involvement, and pricing.
3. Insight Synthesis – highlight leading indicators, blockers, and emerging opportunities.
4. Action Planning – assign remediation owners, timeline, and metrics for follow-up workstreams.
5. Documentation – publish retro deck + database entries for ongoing knowledge base.

Outputs

• Retro report summarizing metrics, insights, and improvement themes.
• Action tracker with owners, due dates, and success criteria.
• Template slides + transcripts for sharing across CS, product, finance leadership.
• Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

• renewal-director – sponsors session and finalizes recommendations.
• cs-ops-partner – compiles data and action tracker.
• renewal-playbooks skill – integrates learnings into new plays.
• deal-desk skill – informs pricing/process adjustments.

GTM Agents Safeguards

• Fallback agents: document substitutes (e.g., Exec Sponsor covering Renewal Director) when facilitators unavailable.
• Escalation triggers: if critical blockers repeat across two retros or action items stall beyond SLA, escalate to CRO + Product leadership per GTM Agents rip-cord.
• Plan maintenance: update plan JSON/change log when retro scope, owners, or follow-up workstreams change to maintain GTM Agents audit parity.