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Business & Sales Workflow Definitions

Version: 1.0.0 Status: Draft Last Updated: 2025-12-12 Categories: Sales Pipeline, Marketing Campaigns, Customer Success, Business Planning, Partnership Development

Sales Pipeline​

1. lead-qualification-flow​

  • Description: Automated lead scoring and qualification with multi-channel enrichment and assignment routing
  • Trigger: /qualify-lead or webhook from form submission
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: sales-automation-specialist, data-enrichment-agent
    • Commands: /enrich-lead, /score-lead, /assign-territory
  • Steps:
    1. Lead intake - webhook/command - Capture lead data from multiple sources
    2. Data enrichment - data-enrichment-agent - Append firmographic and technographic data
    3. Lead scoring - sales-automation-specialist - Apply scoring model (BANT, demographics, behavior)
    4. Territory assignment - /assign-territory - Route to appropriate sales rep based on rules
    5. CRM update - /sync-crm - Create/update record with enrichment and score
    6. Notification - /notify-sales-team - Alert assigned rep with lead context
  • Tags: [lead-management, automation, crm-integration, qualification]

2. opportunity-tracking-pipeline​

  • Description: Complete opportunity lifecycle management from creation through close with automated stage progression
  • Trigger: /create-opportunity or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: sales-automation-specialist, deal-desk-agent, forecasting-analyst
    • Commands: /create-opp, /update-stage, /calculate-probability, /forecast-update
  • Steps:
    1. Opportunity creation - /create-opp - Initialize opportunity record with required fields
    2. Stakeholder mapping - sales-automation-specialist - Identify decision makers and influencers
    3. Stage progression - /update-stage - Track movement through sales stages
    4. Probability calculation - /calculate-probability - Update close probability based on stage and signals
    5. Deal validation - deal-desk-agent - Verify pricing, terms, approvals required
    6. Forecast integration - /forecast-update - Update sales forecast with opportunity data
    7. Close activities - sales-automation-specialist - Generate contracts, approvals, handoff docs
  • Tags: [opportunity-management, pipeline, forecasting, deal-management]

3. deal-closing-workflow​

  • Description: Streamlined contract generation, approval routing, and post-close handoff orchestration
  • Trigger: /close-deal or opportunity stage change
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: deal-desk-agent, legal-contract-specialist, customer-success-manager
    • Commands: /generate-contract, /route-approvals, /handoff-to-cs
  • Steps:
    1. Deal validation - deal-desk-agent - Verify all required information complete
    2. Contract generation - /generate-contract - Create MSA, SOW, order form from H.P.008-TEMPLATES
    3. Approval routing - /route-approvals - Send to legal, finance, leadership as needed
    4. E-signature - legal-contract-specialist - Initiate DocuSign/Adobe Sign workflow
    5. CRM close - /update-opp - Mark opportunity as Closed Won
    6. CS handoff - /handoff-to-cs - Create customer success record with context
    7. Revenue recognition - /recognize-revenue - Trigger finance revenue booking
  • Tags: [deal-closing, contracts, approvals, handoff]

4. sales-forecasting-cycle​

  • Description: Weekly/monthly forecast roll-up with pipeline analysis, commit calculations, and variance reporting
  • Trigger: /run-forecast or schedule (weekly)
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: forecasting-analyst, sales-operations-specialist, data-visualization-agent
    • Commands: /aggregate-pipeline, /calculate-commit, /variance-analysis, /generate-report
  • Steps:
    1. Pipeline aggregation - /aggregate-pipeline - Pull all opportunities by stage, rep, region
    2. Probability weighting - forecasting-analyst - Apply probability percentages to amounts
    3. Commit calculation - /calculate-commit - Determine rep/team commit vs. upside
    4. Historical analysis - forecasting-analyst - Compare to prior periods, analyze trends
    5. Variance reporting - /variance-analysis - Calculate variance from quota, prior forecast
    6. Visualization - data-visualization-agent - Generate dashboards and charts
    7. Distribution - /distribute-report - Send to sales leadership and finance
  • Tags: [forecasting, pipeline-analysis, reporting, sales-operations]

5. territory-management-optimization​

  • Description: Automated territory assignment, rebalancing, and quota allocation based on market data and capacity
  • Trigger: /optimize-territories or quarterly manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: sales-operations-specialist, data-analytics-agent, territory-planning-agent
    • Commands: /analyze-coverage, /rebalance-territories, /allocate-quotas
  • Steps:
    1. Coverage analysis - /analyze-coverage - Assess current territory assignments and gaps
    2. Market sizing - data-analytics-agent - Calculate TAM/SAM by territory
    3. Capacity modeling - territory-planning-agent - Evaluate rep capacity and workload
    4. Territory design - /rebalance-territories - Optimize boundaries for equity and coverage
    5. Quota allocation - /allocate-quotas - Distribute quotas based on opportunity
    6. Account assignment - sales-operations-specialist - Reassign accounts per new territories
    7. Rollout communication - /notify-sales-team - Communicate changes with context
  • Tags: [territory-management, sales-operations, quota-planning, optimization]

6. win-loss-analysis-workflow​

  • Description: Structured win/loss interview process with theme extraction and competitive intelligence capture
  • Trigger: /analyze-deal-outcome or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: sales-operations-specialist, competitive-intelligence-agent, insights-analyst
    • Commands: /schedule-interview, /extract-themes, /update-battlecards
  • Steps:
    1. Interview scheduling - /schedule-interview - Book call with buyer (win or loss)
    2. Interview execution - sales-operations-specialist - Conduct structured interview
    3. Theme extraction - /extract-themes - Identify patterns (pricing, features, process)
    4. Competitive analysis - competitive-intelligence-agent - Catalog competitor strengths/weaknesses
    5. Battlecard updates - /update-battlecards - Refresh competitive positioning materials
    6. Insights distribution - insights-analyst - Share findings with product and sales teams
  • Tags: [win-loss, competitive-intelligence, insights, continuous-improvement]

7. sales-proposal-automation​

  • Description: Dynamic proposal generation with pricing calculator, case studies, and personalized messaging
  • Trigger: /generate-proposal or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: proposal-writer-agent, pricing-specialist, content-personalization-agent
    • Commands: /calculate-pricing, /select-case-studies, /personalize-content
  • Steps:
    1. Requirements gathering - proposal-writer-agent - Collect opportunity details and requirements
    2. Pricing calculation - /calculate-pricing - Generate pricing based on products, discounts, terms
    3. Case study selection - /select-case-studies - Match relevant customer stories to buyer profile
    4. Content personalization - content-personalization-agent - Customize messaging for industry/role
    5. Proposal assembly - proposal-writer-agent - Generate PDF from H.P.008-TEMPLATES
    6. Internal review - /qa validate - Sales manager approval if needed
    7. Delivery - /send-proposal - Email to prospect with tracking enabled
  • Tags: [proposals, sales-enablement, automation, personalization]

8. pipeline-health-monitoring​

  • Description: Real-time pipeline health scoring with alerts for stalled deals, coverage gaps, and velocity issues
  • Trigger: /monitor-pipeline or schedule (daily)
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: sales-operations-specialist, forecasting-analyst, alert-automation-agent
    • Commands: /calculate-health-score, /identify-risks, /send-alerts
  • Steps:
    1. Health score calculation - /calculate-health-score - Assess pipeline velocity, coverage, age
    2. Stalled deal detection - sales-operations-specialist - Flag opportunities with no activity 14+ days
    3. Coverage analysis - forecasting-analyst - Compare pipeline to quota (3x+ healthy)
    4. Velocity trending - /identify-risks - Calculate days in stage, compare to historical
    5. Alert generation - alert-automation-agent - Create notifications for at-risk situations
    6. Dashboard update - /update-dashboard - Refresh real-time pipeline health metrics
  • Tags: [pipeline-management, monitoring, alerts, sales-operations]

9. account-planning-cycle​

  • Description: Strategic account planning with stakeholder mapping, whitespace analysis, and multi-year roadmap
  • Trigger: /plan-account or quarterly manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: account-planning-specialist, relationship-mapping-agent, strategic-planner
    • Commands: /map-stakeholders, /identify-whitespace, /create-account-plan
  • Steps:
    1. Account research - account-planning-specialist - Gather firmographics, news, financial data
    2. Stakeholder mapping - /map-stakeholders - Identify org chart, decision makers, champions
    3. Relationship scoring - relationship-mapping-agent - Assess relationship strength and gaps
    4. Whitespace analysis - /identify-whitespace - Find upsell/cross-sell opportunities
    5. Multi-year roadmap - strategic-planner - Define 12-24 month growth strategy
    6. Action planning - account-planning-specialist - Identify next best actions and owners
    7. Plan socialization - /share-plan - Review with extended team and leadership
  • Tags: [account-planning, strategic-selling, relationship-management, enterprise-sales]

10. sales-training-onboarding​

  • Description: Automated new hire onboarding with certification tracking, role-play scoring, and ramp time monitoring
  • Trigger: /onboard-sales-rep or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: sales-enablement-specialist, training-coordinator, performance-tracking-agent
    • Commands: /create-learning-plan, /track-certifications, /schedule-role-plays
  • Steps:
    1. Learning plan creation - /create-learning-plan - Generate personalized onboarding curriculum
    2. Content assignment - sales-enablement-specialist - Assign videos, docs, e-learning modules
    3. Certification tracking - /track-certifications - Monitor completion of required certifications
    4. Role-play scheduling - /schedule-role-plays - Book practice sessions with managers
    5. Performance scoring - performance-tracking-agent - Evaluate role-plays and knowledge checks
    6. Ramp monitoring - sales-enablement-specialist - Track time to first call, meeting, opportunity
    7. Intervention triggers - /send-alerts - Flag reps falling behind for coaching
  • Tags: [sales-enablement, onboarding, training, performance-management]

Marketing Campaigns​

11. campaign-planning-workflow​

  • Description: End-to-end campaign planning from audience segmentation through budget allocation and timeline creation
  • Trigger: /plan-campaign or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: campaign-planner, audience-segmentation-agent, budget-allocation-specialist
    • Commands: /define-audience, /allocate-budget, /create-timeline
  • Steps:
    1. Campaign brief - campaign-planner - Define objectives, KPIs, target audience
    2. Audience segmentation - /define-audience - Create personas and targeting criteria
    3. Channel selection - campaign-planner - Choose channels (email, ads, events, content)
    4. Budget allocation - /allocate-budget - Distribute budget across channels and tactics
    5. Timeline creation - /create-timeline - Build Gantt chart with milestones and dependencies
    6. Asset identification - campaign-planner - List required creative, copy, landing pages
    7. Approval routing - /route-approvals - Send plan to marketing leadership
  • Tags: [campaign-planning, marketing-strategy, audience-targeting, budgeting]

12. content-creation-pipeline​

  • Description: Multi-format content production with SEO optimization, brand compliance, and asset management
  • Trigger: /create-content or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: content-marketing, seo-optimization-agent, brand-compliance-agent
    • Commands: /generate-content, /optimize-seo, /check-brand
  • Steps:
    1. Content brief - content-marketing - Define topic, format, audience, CTAs
    2. Research - content-marketing - Gather data, quotes, examples, competitive content
    3. Draft creation - /generate-content - Write blog, ebook, video script, etc.
    4. SEO optimization - /optimize-seo - Add keywords, meta tags, internal links
    5. Brand compliance - /check-brand - Verify tone, style, terminology alignment
    6. Review cycle - brand-compliance-agent - Route to subject matter experts
    7. Asset storage - /store-asset - Upload to DAM with metadata and tags
  • Tags: [content-marketing, seo, brand-management, content-creation]

13. email-campaign-execution​

  • Description: Automated email campaign deployment with A/B testing, segmentation, and performance tracking
  • Trigger: /launch-email-campaign or schedule
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: email-marketing-specialist, ab-testing-agent, deliverability-specialist
    • Commands: /segment-list, /setup-ab-test, /schedule-send
  • Steps:
    1. List segmentation - /segment-list - Define target audience with filters
    2. Email design - email-marketing-specialist - Build responsive template with CTAs
    3. A/B test setup - /setup-ab-test - Configure subject line, CTA, or content variants
    4. Deliverability check - deliverability-specialist - Verify spam score, authentication
    5. Preview testing - email-marketing-specialist - Test across devices and clients
    6. Schedule deployment - /schedule-send - Set send time based on engagement data
    7. Performance monitoring - /track-campaign - Monitor opens, clicks, conversions in real-time
  • Tags: [email-marketing, automation, ab-testing, campaign-execution]

14. paid-advertising-optimization​

  • Description: Multi-channel paid ad campaign management with bid optimization, creative rotation, and ROAS tracking
  • Trigger: /optimize-ads or schedule (daily)
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: paid-ads-specialist, bid-optimization-agent, creative-testing-agent
    • Commands: /adjust-bids, /pause-underperforming, /launch-creative-test
  • Steps:
    1. Performance analysis - paid-ads-specialist - Review CPM, CTR, CPC, conversion rate by channel
    2. Bid optimization - /adjust-bids - Increase/decrease bids based on ROAS targets
    3. Budget reallocation - paid-ads-specialist - Shift budget from low to high performers
    4. Creative testing - /launch-creative-test - Deploy new ad variations
    5. Negative keyword management - paid-ads-specialist - Add low-quality search terms to exclusions
    6. Audience expansion - /expand-audience - Create lookalike audiences from converters
    7. Reporting - /generate-report - Create channel performance dashboards
  • Tags: [paid-advertising, ppc, optimization, roas, performance-marketing]

15. social-media-scheduling​

  • Description: Multi-platform social media content calendar with automated posting, engagement monitoring, and hashtag optimization
  • Trigger: /schedule-social or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: social-media-manager, content-calendar-agent, engagement-monitoring-agent
    • Commands: /create-calendar, /optimize-hashtags, /schedule-posts
  • Steps:
    1. Content ideation - social-media-manager - Brainstorm posts aligned to campaigns and events
    2. Calendar creation - /create-calendar - Build weekly/monthly posting schedule
    3. Content creation - social-media-manager - Write copy, design graphics, edit videos
    4. Hashtag optimization - /optimize-hashtags - Research trending and relevant hashtags
    5. Multi-platform scheduling - /schedule-posts - Queue posts to LinkedIn, Twitter, Facebook, Instagram
    6. Engagement monitoring - engagement-monitoring-agent - Track comments, mentions, messages
    7. Performance reporting - /generate-report - Analyze reach, engagement, follower growth
  • Tags: [social-media, content-calendar, scheduling, engagement, multi-platform]

16. webinar-event-orchestration​

  • Description: Complete webinar lifecycle from registration through post-event nurture with attendance tracking
  • Trigger: /run-webinar or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: event-marketing-specialist, webinar-producer, follow-up-automation-agent
    • Commands: /create-registration-page, /send-reminders, /trigger-nurture
  • Steps:
    1. Landing page creation - /create-registration-page - Build registration form with calendar add
    2. Promotion - event-marketing-specialist - Email invites, social posts, paid ads
    3. Reminder sequence - /send-reminders - Automated emails 1 week, 1 day, 1 hour before
    4. Webinar execution - webinar-producer - Host live session with polls, Q&A, CTAs
    5. Recording processing - webinar-producer - Edit, add captions, upload to video platform
    6. Segmented follow-up - /trigger-nurture - Different emails for attendees vs. no-shows
    7. Lead scoring - /score-leads - Update scores based on attendance and engagement
  • Tags: [events, webinars, lead-generation, nurture, video-marketing]

17. marketing-attribution-analysis​

  • Description: Multi-touch attribution modeling with campaign ROI calculation and channel performance benchmarking
  • Trigger: /analyze-attribution or schedule (monthly)
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: marketing-analytics-specialist, attribution-modeling-agent, roi-calculator
    • Commands: /calculate-attribution, /benchmark-channels, /generate-insights
  • Steps:
    1. Data aggregation - marketing-analytics-specialist - Pull touchpoint data from all systems
    2. Attribution modeling - /calculate-attribution - Apply first-touch, last-touch, multi-touch models
    3. Campaign ROI - roi-calculator - Calculate spend vs. pipeline/revenue by campaign
    4. Channel benchmarking - /benchmark-channels - Compare performance across channels
    5. Insight generation - attribution-modeling-agent - Identify high-performing tactics and gaps
    6. Recommendation engine - marketing-analytics-specialist - Suggest budget reallocation
    7. Executive reporting - /generate-report - Create dashboard for CMO and leadership
  • Tags: [attribution, analytics, roi, performance-measurement, marketing-ops]

18. marketing-automation-workflow​

  • Description: Behavior-triggered nurture sequences with lead scoring, progressive profiling, and sales handoff
  • Trigger: /setup-automation or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: marketing-automation-specialist, lead-scoring-agent, nurture-designer
    • Commands: /define-triggers, /build-nurture, /set-handoff-criteria
  • Steps:
    1. Trigger definition - /define-triggers - Identify behaviors (download, page visit, email click)
    2. Nurture design - nurture-designer - Create email sequence with timing and content
    3. Lead scoring setup - /set-scoring-rules - Assign points for engagement actions
    4. Progressive profiling - marketing-automation-specialist - Gradually collect more data via forms
    5. Handoff criteria - /set-handoff-criteria - Define MQL threshold for sales routing
    6. Testing - marketing-automation-specialist - QA workflow logic and email rendering
    7. Activation - /activate-automation - Turn on workflow and monitor performance
  • Tags: [marketing-automation, nurture, lead-scoring, mql, lifecycle-marketing]

19. influencer-partnership-campaign​

  • Description: Influencer identification, outreach, contract negotiation, content collaboration, and performance tracking
  • Trigger: /run-influencer-campaign or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: influencer-marketing-specialist, contract-negotiation-agent, performance-tracking-agent
    • Commands: /identify-influencers, /negotiate-terms, /track-campaign
  • Steps:
    1. Influencer identification - /identify-influencers - Find creators matching brand and audience
    2. Outreach - influencer-marketing-specialist - Send collaboration proposals
    3. Contract negotiation - /negotiate-terms - Define deliverables, compensation, rights
    4. Brief creation - influencer-marketing-specialist - Provide campaign guidelines and assets
    5. Content approval - influencer-marketing-specialist - Review drafts for brand alignment
    6. Campaign launch - /track-campaign - Monitor influencer posts and engagement
    7. Performance analysis - performance-tracking-agent - Measure reach, engagement, conversions
  • Tags: [influencer-marketing, partnerships, social-media, performance-tracking]

20. brand-awareness-measurement​

  • Description: Multi-channel brand health tracking with sentiment analysis, share of voice, and perception monitoring
  • Trigger: /measure-brand-health or schedule (quarterly)
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: brand-analytics-specialist, sentiment-analysis-agent, competitive-intelligence-agent
    • Commands: /track-mentions, /analyze-sentiment, /calculate-sov
  • Steps:
    1. Mention tracking - /track-mentions - Monitor brand mentions across social, news, reviews
    2. Sentiment analysis - /analyze-sentiment - Classify mentions as positive, neutral, negative
    3. Share of voice - /calculate-sov - Compare brand mentions to competitors
    4. Survey deployment - brand-analytics-specialist - Send brand perception surveys
    5. Trend analysis - brand-analytics-specialist - Identify changes in awareness and perception
    6. Insight generation - sentiment-analysis-agent - Extract themes from qualitative feedback
    7. Executive reporting - /generate-report - Present brand health metrics to leadership
  • Tags: [brand-management, awareness, sentiment-analysis, competitive-intelligence]

Customer Success​

21. customer-onboarding-automation​

  • Description: Automated new customer onboarding with milestone tracking, health scoring, and proactive intervention
  • Trigger: /onboard-customer or contract close event
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: customer-success-manager, onboarding-specialist, health-scoring-agent
    • Commands: /create-success-plan, /track-milestones, /calculate-health
  • Steps:
    1. Kickoff scheduling - onboarding-specialist - Book implementation kickoff call
    2. Success plan creation - /create-success-plan - Define goals, milestones, success criteria
    3. Training delivery - onboarding-specialist - Conduct product training sessions
    4. Milestone tracking - /track-milestones - Monitor completion of key setup tasks
    5. Health scoring - /calculate-health - Assess engagement, adoption, satisfaction
    6. Risk detection - health-scoring-agent - Flag accounts with low engagement or delays
    7. Proactive outreach - customer-success-manager - Intervene with at-risk customers
  • Tags: [onboarding, customer-success, health-scoring, adoption, retention]

22. health-score-monitoring​

  • Description: Real-time customer health scoring with multi-dimensional signals and automated escalation H.P.006-WORKFLOWS
  • Trigger: /calculate-health or schedule (daily)
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: health-scoring-agent, risk-detection-specialist, alert-automation-agent
    • Commands: /aggregate-signals, /score-health, /escalate-risks
  • Steps:
    1. Signal aggregation - /aggregate-signals - Pull usage, support tickets, NPS, engagement data
    2. Health calculation - /score-health - Apply weighted scoring model (product, support, commercial)
    3. Trend analysis - health-scoring-agent - Identify improving vs. declining accounts
    4. Risk segmentation - risk-detection-specialist - Categorize as green, yellow, red
    5. Alert generation - alert-automation-agent - Notify CSMs of health score changes
    6. Escalation routing - /escalate-risks - Route red accounts to CS leadership
    7. Dashboard update - /update-dashboard - Refresh real-time health metrics
  • Tags: [health-scoring, monitoring, risk-management, customer-success]

23. renewal-management-workflow​

  • Description: Proactive renewal management with renewal forecasting, negotiation playbooks, and expansion opportunities
  • Trigger: /manage-renewals or schedule (90 days pre-renewal)
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: renewal-specialist, negotiation-agent, expansion-planning-agent
    • Commands: /forecast-renewals, /identify-expansion, /generate-proposal
  • Steps:
    1. Renewal forecasting - /forecast-renewals - Predict renewal likelihood based on health scores
    2. QBR scheduling - renewal-specialist - Book quarterly business review 90 days out
    3. Value demonstration - renewal-specialist - Present ROI, usage stats, success metrics
    4. Expansion identification - /identify-expansion - Find upsell/cross-sell opportunities
    5. Proposal generation - /generate-proposal - Create renewal quote with expansion options
    6. Negotiation - negotiation-agent - Handle pricing, terms, commitment discussions
    7. Contract execution - renewal-specialist - Route for signature and process renewal
  • Tags: [renewals, retention, expansion, upsell, customer-success]

24. upsell-cross-sell-engine​

  • Description: Data-driven expansion opportunity identification with propensity modeling and personalized outreach
  • Trigger: /identify-expansion or schedule (monthly)
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: expansion-planning-agent, propensity-modeling-agent, customer-success-manager
    • Commands: /calculate-propensity, /match-products, /create-pitch
  • Steps:
    1. Usage analysis - expansion-planning-agent - Identify customers using features near limits
    2. Propensity modeling - /calculate-propensity - Score likelihood to buy additional products
    3. Product matching - /match-products - Recommend relevant upsell/cross-sell options
    4. Business case creation - expansion-planning-agent - Build ROI case for expansion
    5. Pitch personalization - /create-pitch - Tailor messaging to customer goals and usage
    6. Outreach execution - customer-success-manager - Present expansion opportunity
    7. Opportunity creation - /create-opp - Hand off to sales if expansion requires negotiation
  • Tags: [expansion, upsell, cross-sell, revenue-growth, customer-success]

25. churn-prevention-workflow​

  • Description: At-risk customer intervention with root cause analysis, win-back strategies, and retention offers
  • Trigger: /prevent-churn or health score alert
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: churn-prevention-specialist, root-cause-analyst, retention-offer-agent
    • Commands: /analyze-churn-signals, /create-win-back-plan, /approve-retention-offer
  • Steps:
    1. Signal detection - /analyze-churn-signals - Identify decreased usage, support escalations, negative NPS
    2. Root cause analysis - root-cause-analyst - Determine why customer is at risk
    3. Stakeholder outreach - churn-prevention-specialist - Schedule executive-level conversation
    4. Win-back plan - /create-win-back-plan - Address root causes with action plan
    5. Retention offer - retention-offer-agent - Propose discount, credits, or additional services
    6. Approval routing - /approve-retention-offer - Get leadership sign-off on concessions
    7. Execution - churn-prevention-specialist - Implement plan and monitor improvement
  • Tags: [churn-prevention, retention, win-back, risk-mitigation, customer-success]

26. customer-advocacy-program​

  • Description: Systematic advocacy cultivation with reference requests, review generation, and testimonial capture
  • Trigger: /build-advocacy or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: advocacy-program-manager, testimonial-capture-agent, referral-tracking-agent
    • Commands: /identify-advocates, /request-reference, /capture-testimonial
  • Steps:
    1. Advocate identification - /identify-advocates - Find highly satisfied customers (NPS 9-10)
    2. Relationship building - advocacy-program-manager - Nurture relationships with advocates
    3. Reference requests - /request-reference - Ask to speak with prospects in sales process
    4. Testimonial capture - /capture-testimonial - Interview advocates for written/video testimonials
    5. Review generation - advocacy-program-manager - Request reviews on G2, TrustRadius, Gartner
    6. Referral tracking - referral-tracking-agent - Monitor referrals from advocate customers
    7. Advocate rewards - advocacy-program-manager - Send thank you gifts and recognition
  • Tags: [advocacy, references, testimonials, reviews, word-of-mouth]

27. proactive-support-workflow​

  • Description: Predictive issue detection with automated notifications and self-service resource recommendations
  • Trigger: /proactive-support or usage anomaly detection
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: proactive-support-agent, anomaly-detection-agent, knowledge-recommendation-agent
    • Commands: /detect-anomalies, /recommend-resources, /create-ticket
  • Steps:
    1. Anomaly detection - /detect-anomalies - Identify usage patterns indicating potential issues
    2. Issue prediction - anomaly-detection-agent - Determine likely problems based on signals
    3. Resource matching - /recommend-resources - Find relevant KB articles, videos, docs
    4. Proactive notification - proactive-support-agent - Email customer with helpful resources
    5. Ticket creation - /create-ticket - Create low-priority ticket for CSM awareness
    6. Follow-up - proactive-support-agent - Check if customer resolved issue or needs help
    7. Knowledge gap analysis - knowledge-recommendation-agent - Identify missing documentation
  • Tags: [proactive-support, customer-success, self-service, predictive, knowledge-management]

28. customer-health-review​

  • Description: Quarterly business review automation with data aggregation, deck generation, and action planning
  • Trigger: /schedule-qbr or schedule (quarterly)
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: customer-success-manager, qbr-deck-generator, data-aggregation-agent
    • Commands: /aggregate-metrics, /generate-qbr-deck, /create-action-plan
  • Steps:
    1. Data aggregation - /aggregate-metrics - Pull usage, adoption, ROI, support metrics
    2. Deck generation - /generate-qbr-deck - Create presentation with customer-specific data
    3. Insight preparation - customer-success-manager - Identify trends, wins, opportunities
    4. QBR execution - customer-success-manager - Present metrics and gather feedback
    5. Action planning - /create-action-plan - Define next quarter goals and initiatives
    6. Executive summary - qbr-deck-generator - Create summary for internal stakeholders
    7. Follow-up - customer-success-manager - Send deck and track action item completion
  • Tags: [qbr, business-review, customer-success, strategic-planning, account-management]

29. nps-survey-workflow​

  • Description: Automated NPS surveying with sentiment analysis, response routing, and closed-loop follow-up
  • Trigger: /send-nps or schedule (quarterly)
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: survey-automation-agent, sentiment-analysis-agent, follow-up-specialist
    • Commands: /send-survey, /analyze-responses, /route-feedback
  • Steps:
    1. Survey deployment - /send-survey - Email NPS survey to customer contacts
    2. Response collection - survey-automation-agent - Gather scores and open-ended feedback
    3. Sentiment analysis - /analyze-responses - Classify feedback themes and sentiment
    4. Segmentation - survey-automation-agent - Group as Promoters (9-10), Passives (7-8), Detractors (0-6)
    5. Routing - /route-feedback - Assign Detractors to CSMs for immediate follow-up
    6. Closed-loop follow-up - follow-up-specialist - Contact respondents to address feedback
    7. Trend reporting - /generate-report - Track NPS over time and by segment
  • Tags: [nps, feedback, surveys, sentiment-analysis, customer-satisfaction]

30. customer-education-program​

  • Description: Scalable customer training with certification tracking, resource recommendations, and competency assessment
  • Trigger: /deliver-training or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: training-coordinator, certification-tracking-agent, competency-assessment-agent
    • Commands: /create-learning-path, /track-progress, /assess-competency
  • Steps:
    1. Learning path creation - /create-learning-path - Build role-specific training curriculum
    2. Content assignment - training-coordinator - Assign videos, docs, e-learning, webinars
    3. Progress tracking - /track-progress - Monitor course completion and time invested
    4. Live sessions - training-coordinator - Deliver instructor-led training webinars
    5. Competency assessment - /assess-competency - Quiz to validate knowledge retention
    6. Certification - certification-tracking-agent - Issue certificates for program completion
    7. Resource recommendations - /recommend-resources - Suggest advanced content for power users
  • Tags: [customer-education, training, certification, enablement, adoption]

Business Planning​

31. strategic-planning-workflow​

  • Description: Annual strategic planning with market analysis, SWOT, goal setting, and initiative prioritization
  • Trigger: /plan-strategy or annual manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: strategic-planner, market-research-analyst, swot-analysis-agent
    • Commands: /analyze-market, /conduct-swot, /prioritize-initiatives
  • Steps:
    1. Market analysis - /analyze-market - Research industry trends, competitive landscape, TAM/SAM
    2. Internal assessment - strategic-planner - Evaluate current state, capabilities, resources
    3. SWOT analysis - /conduct-swot - Identify Strengths, Weaknesses, Opportunities, Threats
    4. Vision refinement - strategic-planner - Align on 3-5 year vision and mission
    5. Goal setting - strategic-planner - Define strategic objectives and success metrics
    6. Initiative prioritization - /prioritize-initiatives - Rank initiatives by impact and feasibility
    7. Plan documentation - strategic-planner - Create strategic plan document and presentations
  • Tags: [strategic-planning, annual-planning, swot, market-analysis, vision]

32. okr-management-cycle​

  • Description: Quarterly OKR definition, alignment, tracking, and retrospective with automated progress monitoring
  • Trigger: /manage-okrs or quarterly manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: okr-coordinator, alignment-checker, progress-tracking-agent
    • Commands: /define-okrs, /check-alignment, /track-progress
  • Steps:
    1. OKR definition - /define-okrs - Create Objectives and Key Results for quarter
    2. Alignment check - /check-alignment - Ensure team OKRs ladder up to company OKRs
    3. Scoring baseline - okr-coordinator - Establish starting point for each KR
    4. Weekly check-ins - /track-progress - Update KR scores and confidence levels
    5. Risk identification - progress-tracking-agent - Flag OKRs at risk of missing
    6. Mid-quarter review - okr-coordinator - Assess progress and adjust if needed
    7. Retrospective - okr-coordinator - Score final OKRs and document learnings
  • Tags: [okrs, goal-management, quarterly-planning, tracking, alignment]

33. budget-planning-automation​

  • Description: Annual and quarterly budget planning with variance analysis, scenario modeling, and approval H.P.006-WORKFLOWS
  • Trigger: /plan-budget or annual/quarterly manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: budget-planning-specialist, variance-analysis-agent, scenario-modeling-agent
    • Commands: /build-budget, /analyze-variance, /model-scenarios
  • Steps:
    1. Historical analysis - budget-planning-specialist - Review prior year actuals and variances
    2. Assumption gathering - budget-planning-specialist - Collect headcount, growth, inflation assumptions
    3. Budget building - /build-budget - Create detailed P&L, departmental budgets, capital plan
    4. Scenario modeling - /model-scenarios - Build best case, base case, worst case scenarios
    5. Variance analysis - /analyze-variance - Compare budget to forecast and actuals
    6. Alignment review - budget-planning-specialist - Review with department heads
    7. Approval routing - /route-approvals - Send to CFO and leadership for sign-off
  • Tags: [budgeting, financial-planning, variance-analysis, scenario-planning, fp&a]

34. resource-allocation-optimization​

  • Description: Data-driven resource allocation across projects with capacity modeling and portfolio optimization
  • Trigger: /allocate-resources or quarterly manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: resource-planner, capacity-modeling-agent, portfolio-optimization-agent
    • Commands: /model-capacity, /optimize-portfolio, /assign-resources
  • Steps:
    1. Capacity modeling - /model-capacity - Calculate available FTE by role and team
    2. Demand aggregation - resource-planner - Gather resource requests from all initiatives
    3. Gap analysis - resource-planner - Identify over/under allocation by role
    4. Portfolio optimization - /optimize-portfolio - Prioritize projects by strategic value
    5. Resource assignment - /assign-resources - Allocate people to highest priority work
    6. Hiring plan - resource-planner - Identify roles to hire to close gaps
    7. Monitoring - /track-utilization - Monitor actual utilization vs. plan
  • Tags: [resource-planning, capacity-planning, portfolio-management, optimization, ppm]

35. quarterly-business-review​

  • Description: Executive quarterly business review with performance analysis, trend identification, and strategic adjustments
  • Trigger: /run-qbr or quarterly manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: business-analyst, trend-analysis-agent, executive-reporting-agent
    • Commands: /aggregate-metrics, /analyze-trends, /generate-exec-deck
  • Steps:
    1. Metric aggregation - /aggregate-metrics - Pull financial, operational, customer metrics
    2. Performance analysis - business-analyst - Compare actuals to plan, prior quarter, prior year
    3. Trend identification - /analyze-trends - Spot positive and negative trends
    4. Insight generation - business-analyst - Determine drivers of performance
    5. Risk and opportunity assessment - business-analyst - Identify headwinds and tailwinds
    6. Executive deck creation - /generate-exec-deck - Build presentation for leadership
    7. QBR facilitation - executive-reporting-agent - Present findings and facilitate discussion
  • Tags: [qbr, business-review, executive-reporting, performance-analysis, strategic-planning]

36. competitive-intelligence-monitoring​

  • Description: Continuous competitive monitoring with battlecard updates, threat assessment, and strategic response
  • Trigger: /monitor-competitors or schedule (weekly)
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: competitive-intelligence-agent, threat-assessment-agent, battlecard-updater
    • Commands: /track-competitors, /assess-threats, /update-battlecards
  • Steps:
    1. Competitor tracking - /track-competitors - Monitor news, product updates, pricing changes
    2. Signal aggregation - competitive-intelligence-agent - Gather win/loss data, G2 reviews, job postings
    3. Threat assessment - /assess-threats - Evaluate competitive threats by segment
    4. Battlecard updates - /update-battlecards - Refresh positioning against each competitor
    5. Sales enablement - battlecard-updater - Distribute updated battlecards to sales team
    6. Strategic response - competitive-intelligence-agent - Recommend product or GTM adjustments
    7. Leadership reporting - /generate-report - Quarterly competitive landscape brief
  • Tags: [competitive-intelligence, market-research, battlecards, positioning, strategy]

37. risk-management-workflow​

  • Description: Enterprise risk identification, assessment, mitigation planning, and ongoing monitoring
  • Trigger: /manage-risks or quarterly manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: risk-manager, threat-assessment-agent, mitigation-planning-agent
    • Commands: /identify-risks, /assess-impact, /create-mitigation-plan
  • Steps:
    1. Risk identification - /identify-risks - Brainstorm operational, financial, strategic, compliance risks
    2. Impact assessment - /assess-impact - Score each risk by likelihood and severity
    3. Risk prioritization - risk-manager - Focus on high likelihood, high impact risks
    4. Mitigation planning - /create-mitigation-plan - Define actions to reduce or eliminate risks
    5. Owner assignment - risk-manager - Assign risk owners and mitigation deadlines
    6. Monitoring - threat-assessment-agent - Track risk scores and mitigation progress
    7. Board reporting - /generate-report - Present risk register to board quarterly
  • Tags: [risk-management, enterprise-risk, mitigation, governance, compliance]

38. board-reporting-automation​

  • Description: Automated board deck creation with metric aggregation, narrative generation, and approval H.P.006-WORKFLOWS
  • Trigger: /create-board-deck or quarterly manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: executive-reporting-agent, narrative-generator, board-deck-specialist
    • Commands: /aggregate-board-metrics, /generate-narrative, /route-approvals
  • Steps:
    1. Metric aggregation - /aggregate-board-metrics - Pull financials, KPIs, operational metrics
    2. Performance analysis - executive-reporting-agent - Analyze vs. budget, prior period, plan
    3. Narrative generation - /generate-narrative - Write executive summary and commentary
    4. Deck assembly - board-deck-specialist - Build slides following board template
    5. Appendix creation - board-deck-specialist - Add detailed financial schedules
    6. Review cycle - /route-approvals - CFO, CEO review and edits
    7. Distribution - board-deck-specialist - Send deck to board 5 days pre-meeting
  • Tags: [board-reporting, executive-reporting, governance, investor-relations, finance]

39. business-case-development​

  • Description: Structured business case creation with ROI calculation, sensitivity analysis, and decision framework
  • Trigger: /create-business-case or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: business-case-analyst, roi-calculator, sensitivity-analysis-agent
    • Commands: /calculate-roi, /run-sensitivity, /build-decision-framework
  • Steps:
    1. Problem definition - business-case-analyst - Clearly articulate problem and opportunity
    2. Solution options - business-case-analyst - Define 2-3 solution alternatives
    3. Cost estimation - business-case-analyst - Calculate one-time and recurring costs
    4. Benefit quantification - roi-calculator - Estimate revenue impact, cost savings, productivity gains
    5. ROI calculation - /calculate-roi - Compute NPV, IRR, payback period for each option
    6. Sensitivity analysis - /run-sensitivity - Model impact of assumption changes
    7. Recommendation - business-case-analyst - Recommend option with supporting rationale
  • Tags: [business-case, roi, financial-analysis, investment-planning, decision-support]

40. scenario-planning-workshop​

  • Description: Facilitated scenario planning with trend analysis, scenario development, and strategic implications
  • Trigger: /run-scenario-planning or annual manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: strategic-planner, trend-analysis-agent, scenario-modeling-agent
    • Commands: /identify-trends, /build-scenarios, /analyze-implications
  • Steps:
    1. Trend identification - /identify-trends - Research macroeconomic, industry, technology trends
    2. Uncertainty mapping - strategic-planner - Identify key uncertainties (e.g., regulation, competition)
    3. Scenario development - /build-scenarios - Create 3-4 plausible future scenarios
    4. Narrative writing - scenario-modeling-agent - Write story for each scenario
    5. Implication analysis - /analyze-implications - Determine strategic impact of each scenario
    6. Strategy robustness - strategic-planner - Identify strategies that work across scenarios
    7. Trigger monitoring - trend-analysis-agent - Define signals to watch for each scenario
  • Tags: [scenario-planning, strategic-planning, futures, trend-analysis, foresight]

Partnership Development​

41. partner-sourcing-workflow​

  • Description: Systematic partner identification with market mapping, capability assessment, and prioritization
  • Trigger: /source-partners or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: partnership-development-specialist, market-research-analyst, capability-assessment-agent
    • Commands: /map-ecosystem, /assess-fit, /prioritize-partners
  • Steps:
    1. Ecosystem mapping - /map-ecosystem - Identify potential partner types (tech, channel, strategic)
    2. Criteria definition - partnership-development-specialist - Define partner requirements and fit criteria
    3. Market research - market-research-analyst - Research potential partners in each category
    4. Capability assessment - /assess-fit - Evaluate partner capabilities vs. requirements
    5. Financial health check - partnership-development-specialist - Review partner financials and stability
    6. Prioritization - /prioritize-partners - Rank partners by strategic fit and opportunity size
    7. Outreach list creation - partnership-development-specialist - Build target list for outreach
  • Tags: [partnership-development, partner-sourcing, market-research, ecosystem, strategy]

42. partnership-due-diligence​

  • Description: Comprehensive partner evaluation with financial analysis, technical assessment, and cultural fit review
  • Trigger: /conduct-due-diligence or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: due-diligence-specialist, financial-analyst, technical-evaluator
    • Commands: /analyze-financials, /assess-technical-fit, /evaluate-culture
  • Steps:
    1. Financial analysis - /analyze-financials - Review revenue, profitability, funding, burn rate
    2. Technical assessment - /assess-technical-fit - Evaluate technology stack compatibility and quality
    3. Customer references - due-diligence-specialist - Speak with partner's existing customers
    4. Security review - due-diligence-specialist - Audit security practices and compliance
    5. Cultural fit - /evaluate-culture - Assess values alignment and working style compatibility
    6. Risk assessment - due-diligence-specialist - Identify deal-breakers and material risks
    7. Go/no-go recommendation - due-diligence-specialist - Present findings and recommendation
  • Tags: [due-diligence, partnership-development, risk-assessment, evaluation, vendor-management]

43. partner-agreement-negotiation​

  • Description: Structured partnership negotiation with term sheet creation, legal review, and contract finalization
  • Trigger: /negotiate-agreement or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: contract-negotiation-agent, legal-contract-specialist, partnership-development-specialist
    • Commands: /create-term-sheet, /negotiate-terms, /finalize-contract
  • Steps:
    1. Term sheet creation - /create-term-sheet - Define partnership structure, economics, responsibilities
    2. Negotiation preparation - contract-negotiation-agent - Research market norms and BATNA
    3. Term negotiation - /negotiate-terms - Discuss revenue share, exclusivity, IP, termination
    4. Legal review - legal-contract-specialist - Attorney review of proposed terms
    5. Contract drafting - legal-contract-specialist - Create MSA, SOW, exhibits
    6. Red-line review - contract-negotiation-agent - Review partner edits and negotiate changes
    7. Execution - /finalize-contract - Sign contract and initiate partnership
  • Tags: [partnership-development, negotiation, contracts, legal, deal-making]

44. partner-integration-workflow​

  • Description: Technical and business integration with project planning, API development, and go-to-market coordination
  • Trigger: /integrate-partner or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: integration-manager, api-developer, gtm-coordinator
    • Commands: /plan-integration, /build-api, /coordinate-launch
  • Steps:
    1. Integration planning - /plan-integration - Define technical and business integration requirements
    2. API development - /build-api - Build integration endpoints and data mappings
    3. Testing - integration-manager - Conduct UAT with partner on integration
    4. Documentation - api-developer - Create technical docs and guides for partner
    5. GTM planning - gtm-coordinator - Align on co-marketing, sales enablement, launch plan
    6. Training - integration-manager - Train both teams on integrated solution
    7. Launch - /coordinate-launch - Execute joint announcement and enablement
  • Tags: [partnership-integration, api-development, gtm, project-management, enablement]

45. co-marketing-campaign​

  • Description: Joint partner marketing campaign with content co-creation, lead sharing, and performance tracking
  • Trigger: /run-co-marketing or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: partnership-marketing-specialist, content-co-creation-agent, lead-routing-agent
    • Commands: /plan-co-marketing, /create-joint-content, /track-campaign
  • Steps:
    1. Campaign planning - /plan-co-marketing - Define goals, audience, channels, budget split
    2. Content co-creation - /create-joint-content - Develop webinar, ebook, or event together
    3. Asset approval - partnership-marketing-specialist - Both companies approve co-branded materials
    4. Promotion - partnership-marketing-specialist - Both companies promote via email, social, ads
    5. Lead capture - /track-campaign - Collect leads via joint landing page
    6. Lead routing - lead-routing-agent - Distribute leads to appropriate company based on criteria
    7. Performance reporting - /generate-report - Track leads, pipeline, closed-won by partner
  • Tags: [co-marketing, partnership-marketing, joint-campaigns, lead-generation, alliances]

46. partner-performance-review​

  • Description: Quarterly partner business review with metrics analysis, relationship health, and renewal planning
  • Trigger: /review-partner or quarterly manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: partnership-development-specialist, performance-tracking-agent, relationship-health-agent
    • Commands: /aggregate-partner-metrics, /assess-relationship, /plan-renewal
  • Steps:
    1. Metric aggregation - /aggregate-partner-metrics - Pull referrals, co-sell wins, marketing leads
    2. Performance analysis - performance-tracking-agent - Compare to targets and prior periods
    3. Relationship health - /assess-relationship - Survey stakeholders on partnership quality
    4. Issue identification - partnership-development-specialist - Surface challenges and blockers
    5. Joint planning - partnership-development-specialist - Set next quarter goals and initiatives
    6. Renewal planning - /plan-renewal - Discuss contract renewal if approaching end of term
    7. Follow-up - partnership-development-specialist - Document action items and owners
  • Tags: [partnership-management, performance-review, relationship-management, qbr, renewal]

47. channel-partner-enablement​

  • Description: Systematic channel partner training with certification, sales tools, and ongoing support programs
  • Trigger: /enable-channel-partner or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: channel-enablement-specialist, training-coordinator, certification-tracking-agent
    • Commands: /create-partner-training, /provide-sales-tools, /track-certifications
  • Steps:
    1. Training development - /create-partner-training - Build partner-specific product and sales training
    2. Sales tool creation - /provide-sales-tools - Provide pitch decks, demo H.P.004-SCRIPTS, ROI calculators
    3. Certification program - certification-tracking-agent - Define certification requirements and exams
    4. Training delivery - training-coordinator - Conduct live and on-demand training sessions
    5. Deal registration - channel-enablement-specialist - Set up deal registration process and portal
    6. Co-sell support - channel-enablement-specialist - Provide SE support for partner deals
    7. Performance tracking - /track-certifications - Monitor partner certifications and deal flow
  • Tags: [channel-enablement, partner-training, certification, sales-tools, channel-management]

48. referral-partner-program​

  • Description: Scalable referral partner program with onboarding, lead tracking, and commission automation
  • Trigger: /manage-referral-program or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: recommended
  • Dependencies:
    • Agents: referral-program-manager, lead-tracking-agent, commission-calculator
    • Commands: /onboard-referral-partner, /track-referrals, /calculate-commission
  • Steps:
    1. Partner onboarding - /onboard-referral-partner - Collect partner info and W9/payment details
    2. Portal access - referral-program-manager - Provide login to partner portal
    3. Referral training - referral-program-manager - Train on ideal customer profile and process
    4. Lead submission - /track-referrals - Partner submits leads via portal
    5. Lead qualification - lead-tracking-agent - Qualify and assign leads to sales
    6. Commission tracking - /calculate-commission - Track deal progress and commission earned
    7. Payment - commission-calculator - Process quarterly commission payments
  • Tags: [referral-program, partner-management, lead-tracking, commission, channel]

49. strategic-alliance-management​

  • Description: Enterprise alliance governance with executive sponsorship, joint roadmap, and value realization tracking
  • Trigger: /manage-alliance or quarterly manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: required
  • Dependencies:
    • Agents: alliance-manager, executive-sponsor-coordinator, value-realization-agent
    • Commands: /facilitate-exec-meeting, /align-roadmaps, /track-value
  • Steps:
    1. Executive alignment - /facilitate-exec-meeting - Quarterly exec sponsor meetings
    2. Governance structure - alliance-manager - Maintain working team, steering committee, exec sponsors
    3. Joint roadmap - /align-roadmaps - Align product roadmaps and identify collaboration opportunities
    4. Co-innovation projects - alliance-manager - Scope and execute joint development initiatives
    5. Value tracking - /track-value - Measure revenue, customer wins, innovation from alliance
    6. Issue escalation - alliance-manager - Resolve blockers via governance structure
    7. Annual planning - alliance-manager - Strategic planning session for next fiscal year
  • Tags: [strategic-alliances, partnership-management, governance, co-innovation, enterprise]

50. partner-ecosystem-optimization​

  • Description: Portfolio-level partnership optimization with ecosystem mapping, overlap analysis, and rationalization
  • Trigger: /optimize-ecosystem or annual manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: partnership-development-specialist, ecosystem-analyst, portfolio-optimization-agent
    • Commands: /map-full-ecosystem, /analyze-overlap, /rationalize-portfolio
  • Steps:
    1. Ecosystem mapping - /map-full-ecosystem - Catalog all partnerships by type and status
    2. Performance analysis - ecosystem-analyst - Evaluate each partnership's ROI and strategic fit
    3. Overlap analysis - /analyze-overlap - Identify redundant or conflicting partnerships
    4. Gap identification - partnership-development-specialist - Find ecosystem gaps vs. strategy
    5. Rationalization - /rationalize-portfolio - Recommend partners to exit, invest in, or maintain
    6. Portfolio rebalancing - portfolio-optimization-agent - Adjust focus and resources across partners
    7. Ecosystem strategy - partnership-development-specialist - Define 12-month partnership roadmap
  • Tags: [ecosystem-management, portfolio-optimization, partnership-strategy, rationalization, governance]

Total Workflows: 50 Categories: 5 (Sales Pipeline: 10, Marketing Campaigns: 10, Customer Success: 10, Business Planning: 10, Partnership Development: 10) Complexity Distribution: Simple: 0, Moderate: 18, Complex: 32 QA Integration: All H.P.006-WORKFLOWS include validation and/or review integration per CODITECT standards

Maintainer: CODITECT Core Team Next Steps: Convert to individual .workflow.md files following WORKFLOW-TEMPLATE.md standard Status: Draft - Awaiting review and approval