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>.jsonwith 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.mdstack—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-paritybefore execution to confirm facilitation resources, dependencies, deliverables.
Workflow
- Data Compilation – aggregate deal outcomes, ARR deltas, health trends, product usage shifts, and qualitative notes.
- Pattern Analysis – bucket learnings by reason codes, plays applied, executive involvement, and pricing.
- Insight Synthesis – highlight leading indicators, blockers, and emerging opportunities.
- Action Planning – assign remediation owners, timeline, and metrics for follow-up workstreams.
- 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/plansfor audit trail.
Agent/Skill Invocations
renewal-director– sponsors session and finalizes recommendations.cs-ops-partner– compiles data and action tracker.renewal-playbooksskill – integrates learnings into new plays.deal-deskskill – 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.