Run Standups

Facilitates daily MQL→SQL standups with shared metrics, blockers, and follow-up actions.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Command: run-standups

Inputs

  • segment – pipeline segment or program focus for the standup.
  • hosts – comma-separated facilitators (revops, marketing, sales, cs).
  • mode – live | async to determine meeting vs async summary.
  • interval – default daily; override for weekly/bi-weekly.
  • notes – optional agenda additions or urgent topics.

GTM Agents Pattern & Plan Checklist

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

  • Pattern selection: Standups typically run pipeline (data prep → agenda → discussion → broadcast → accountability). If discussion capture + broadcast can run in parallel (async mode), document a diamond segment with merge gate in the plan header.
  • Plan schema: Save .claude/plans/plan-<timestamp>.json capturing objective, schedule, task IDs, dependencies (dashboards, channels), error handling, and success metrics (response SLAs, blocker resolution %, queue depth).
  • Tool hooks: Reference docs/gtm-essentials.md stack—Serena for CRM report diffs, Context7 for platform docs, Sequential Thinking for retro notes, Playwright for verifying embedded dashboard links if needed.
  • Guardrails: Default retry limit = 2 for data fetch/broadcast failures; escalation ladder = Lifecycle Coordinator → Sales Manager → RevOps Director.
  • Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before execution to confirm hosts, dependencies, deliverables.

Workflow

  1. Data Prep – pull latest routing stats (volume, conversion, SLA, backlog) filtered by segment.
  2. Agenda Builder – auto-generate talking points: wins, blockers, experiments, escalations.
  3. Discussion Capture – log owner + next action per issue, reference enablement resources.
  4. Broadcast – send recap to shared channel/email with dashboards and follow-up tasks.
  5. Accountability Tracking – sync action items into RevOps tracker for follow-up in next standup.

Outputs

  • Standup agenda doc (metrics snapshot, topics, owners).
  • Action log with due dates and linked dashboards.
  • Optional async update message for teams that cannot attend live.
  • Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

  • lifecycle-coordinator – surfaces queue status + blockers.
  • sales-manager – adds coaching notes + follow-up expectations.
  • enablement-kit skill – links relevant scripts, talk tracks, or collateral.

GTM Agents Safeguards

  • Fallback agents: document substitutes (e.g., RevOps Director covering Lifecycle Coordinator) when specialists unavailable.
  • Escalation triggers: if blockers remain unresolved for two standups or SLAs keep missing, escalate to Sales + Marketing leadership per GTM Agents rip-cord playbook.
  • Plan maintenance: update plan JSON/change log whenever cadence, hosts, or tooling links change to maintain GTM Agents-grade auditability.

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