12 KiB
12 KiB
Business Operations Reference
Workflows and procedures for business swarm agents.
Marketing Operations
Landing Page Checklist
[ ] Hero section with clear value proposition
[ ] Problem/solution narrative
[ ] Feature highlights (3-5 key features)
[ ] Social proof (testimonials, logos, stats)
[ ] Pricing section (if applicable)
[ ] FAQ section
[ ] Call-to-action (primary and secondary)
[ ] Footer with legal links
SEO Optimization
Technical SEO:
- meta title: 50-60 characters, include primary keyword
- meta description: 150-160 characters, compelling
- canonical URL set
- robots.txt configured
- sitemap.xml generated
- structured data (JSON-LD)
- Open Graph tags
- Twitter Card tags
Performance:
- Largest Contentful Paint < 2.5s
- First Input Delay < 100ms
- Cumulative Layout Shift < 0.1
- Images optimized (WebP, lazy loading)
Content:
- H1 contains primary keyword
- H2-H6 hierarchy logical
- Internal linking strategy
- Alt text on all images
- Content length appropriate for intent
Content Calendar Template
# Week of [DATE]
## Monday
- [ ] Blog post: [TITLE]
- [ ] Social: LinkedIn announcement
## Wednesday
- [ ] Email newsletter
- [ ] Social: Twitter thread
## Friday
- [ ] Case study update
- [ ] Social: Feature highlight
Email Sequences
Onboarding Sequence:
Day 0: Welcome email (immediate)
- Thank you for signing up
- Quick start guide link
- Support contact
Day 1: Getting started
- First feature tutorial
- Video walkthrough
Day 3: Value demonstration
- Success metrics
- Customer story
Day 7: Check-in
- How's it going?
- Feature discovery
Day 14: Advanced features
- Power user tips
- Integration options
Abandoned Cart/Trial:
Hour 1: Reminder
Day 1: Benefits recap
Day 3: Testimonial + urgency
Day 7: Final offer
Sales Operations
CRM Pipeline Stages
1. Lead (new contact)
2. Qualified (fits ICP, has need)
3. Meeting Scheduled
4. Demo Completed
5. Proposal Sent
6. Negotiation
7. Closed Won / Closed Lost
Qualification Framework (BANT)
Budget:
- What's the allocated budget?
- Who controls the budget?
Authority:
- Who makes the final decision?
- Who else is involved?
Need:
- What problem are you solving?
- What's the impact of not solving it?
Timeline:
- When do you need a solution?
- What's driving that timeline?
Outreach Template
Subject: [Specific pain point] at [Company]
Hi [Name],
I noticed [Company] is [specific observation about their business].
Many [similar role/company type] struggle with [problem], which leads to [negative outcome].
[Product] helps by [specific solution], resulting in [specific benefit with metric].
Would you be open to a 15-minute call to see if this could help [Company]?
Best,
[Name]
Demo Script Structure
1. Rapport (2 min)
- Confirm attendees and roles
- Agenda overview
2. Discovery (5 min)
- Confirm pain points
- Understand current process
- Success metrics
3. Solution (15 min)
- Map features to their needs
- Show don't tell
- Address specific use cases
4. Social Proof (3 min)
- Relevant customer stories
- Metrics and outcomes
5. Pricing/Next Steps (5 min)
- Present options
- Answer objections
- Define next steps
Finance Operations
Billing Setup Checklist (Stripe)
# Initialize Stripe
npm install stripe
# Required configurations:
- [ ] Products and prices created
- [ ] Customer portal enabled
- [ ] Webhook endpoints configured
- [ ] Tax settings (Stripe Tax or manual)
- [ ] Invoice settings customized
- [ ] Payment methods enabled
- [ ] Fraud protection rules
Webhook Events to Handle
const relevantEvents = [
'customer.subscription.created',
'customer.subscription.updated',
'customer.subscription.deleted',
'invoice.paid',
'invoice.payment_failed',
'payment_intent.succeeded',
'payment_intent.payment_failed',
'customer.updated',
'charge.refunded'
];
Key Metrics Dashboard
Revenue Metrics:
- MRR (Monthly Recurring Revenue)
- ARR (Annual Recurring Revenue)
- Net Revenue Retention
- Expansion Revenue
- Churn Rate
Customer Metrics:
- CAC (Customer Acquisition Cost)
- LTV (Lifetime Value)
- LTV:CAC Ratio (target: 3:1)
- Payback Period
Product Metrics:
- Trial to Paid Conversion
- Activation Rate
- Feature Adoption
- NPS Score
Runway Calculation
Monthly Burn = Total Monthly Expenses - Monthly Revenue
Runway (months) = Cash Balance / Monthly Burn
Healthy: > 18 months
Warning: 6-12 months
Critical: < 6 months
Legal Operations
Terms of Service Template Sections
1. Acceptance of Terms
2. Description of Service
3. User Accounts and Registration
4. User Conduct and Content
5. Intellectual Property Rights
6. Payment Terms (if applicable)
7. Termination
8. Disclaimers and Limitations
9. Indemnification
10. Dispute Resolution
11. Changes to Terms
12. Contact Information
Privacy Policy Requirements (GDPR)
Required Disclosures:
- [ ] Data controller identity
- [ ] Types of data collected
- [ ] Purpose of processing
- [ ] Legal basis for processing
- [ ] Data retention periods
- [ ] Third-party sharing
- [ ] User rights (access, rectification, deletion)
- [ ] Cookie usage
- [ ] International transfers
- [ ] Contact information
- [ ] DPO contact (if applicable)
GDPR Compliance Checklist
Data Collection:
- [ ] Consent mechanism implemented
- [ ] Purpose limitation documented
- [ ] Data minimization practiced
User Rights:
- [ ] Right to access (data export)
- [ ] Right to rectification (edit profile)
- [ ] Right to erasure (delete account)
- [ ] Right to portability (download data)
- [ ] Right to object (marketing opt-out)
Technical:
- [ ] Encryption at rest
- [ ] Encryption in transit
- [ ] Access logging
- [ ] Breach notification process
Cookie Consent Implementation
// Cookie categories
const cookieCategories = {
necessary: true, // Always enabled
functional: false, // User preference
analytics: false, // Tracking/analytics
marketing: false // Advertising
};
// Required: Show banner before non-necessary cookies
// Required: Allow granular control
// Required: Easy withdrawal of consent
// Required: Record consent timestamp
Customer Support Operations
Ticket Priority Matrix
| Priority | Description | Response SLA | Resolution SLA |
|---|---|---|---|
| P1 - Critical | Service down, data loss | 15 min | 4 hours |
| P2 - High | Major feature broken | 1 hour | 8 hours |
| P3 - Medium | Feature impaired | 4 hours | 24 hours |
| P4 - Low | General questions | 24 hours | 72 hours |
Response Templates
Acknowledgment:
Hi [Name],
Thanks for reaching out! I've received your message about [issue summary].
I'm looking into this now and will get back to you within [SLA time].
In the meantime, [helpful resource or workaround if applicable].
Best,
[Agent Name]
Resolution:
Hi [Name],
Great news - I've resolved the issue with [specific problem].
Here's what was happening: [brief explanation]
Here's what I did to fix it: [solution summary]
To prevent this in the future: [if applicable]
Please let me know if you have any questions!
Best,
[Agent Name]
Knowledge Base Structure
/help
├── /getting-started
│ ├── quick-start-guide
│ ├── account-setup
│ └── first-steps
├── /features
│ ├── feature-a
│ ├── feature-b
│ └── feature-c
├── /billing
│ ├── plans-and-pricing
│ ├── payment-methods
│ └── invoices
├── /integrations
│ ├── integration-a
│ └── integration-b
├── /troubleshooting
│ ├── common-issues
│ └── error-messages
└── /api
├── authentication
├── endpoints
└── examples
Analytics Operations
Event Tracking Plan
User Lifecycle:
- user_signed_up:
properties: [source, referrer, plan]
- user_activated:
properties: [activation_method, time_to_activate]
- user_converted:
properties: [plan, trial_length, conversion_path]
- user_churned:
properties: [reason, lifetime_value, last_active]
Core Actions:
- feature_used:
properties: [feature_name, context]
- action_completed:
properties: [action_type, duration, success]
- error_encountered:
properties: [error_type, page, context]
Engagement:
- page_viewed:
properties: [page_name, referrer, duration]
- button_clicked:
properties: [button_name, page, context]
- search_performed:
properties: [query, results_count]
A/B Testing Framework
Test Structure:
name: "Homepage CTA Test"
hypothesis: "Changing CTA from 'Sign Up' to 'Start Free' will increase conversions"
primary_metric: signup_rate
secondary_metrics: [time_on_page, bounce_rate]
variants:
control:
description: "Original 'Sign Up' button"
allocation: 50%
variant_a:
description: "'Start Free' button"
allocation: 50%
sample_size: 1000_per_variant
duration: 14_days
significance_level: 0.95
Analysis:
- Calculate conversion rate per variant
- Run chi-squared test for significance
- Check for novelty effects
- Segment by user type if needed
- Document learnings
Funnel Analysis
Signup Funnel:
1. Landing Page Visit → 100% (baseline)
2. Signup Page View → 40% (60% drop-off)
3. Form Submitted → 25% (15% drop-off)
4. Email Verified → 20% (5% drop-off)
5. Onboarding Complete → 12% (8% drop-off)
6. First Value Action → 8% (4% drop-off)
Optimization Targets:
- Biggest drop: Landing → Signup (improve CTA, value prop)
- Second biggest: Signup → Submit (simplify form)
Weekly Metrics Report Template
# Weekly Metrics Report: [Date Range]
## Key Metrics Summary
| Metric | This Week | Last Week | Change |
|--------|-----------|-----------|--------|
| New Users | X | Y | +Z% |
| Activated Users | X | Y | +Z% |
| Revenue | $X | $Y | +Z% |
| Churn | X% | Y% | -Z% |
## Highlights
- [Positive trend 1]
- [Positive trend 2]
## Concerns
- [Issue 1 and action plan]
- [Issue 2 and action plan]
## Experiments Running
- [Test name]: [current results]
## Next Week Focus
- [Priority 1]
- [Priority 2]
Cross-Functional Workflows
Feature Launch Checklist
Pre-Launch:
[ ] Feature complete and tested
[ ] Documentation updated
[ ] Help articles written
[ ] Email announcement drafted
[ ] Social content prepared
[ ] Sales team briefed
[ ] Support team trained
[ ] Analytics events added
[ ] Feature flag ready
Launch:
[ ] Deploy to production
[ ] Enable feature flag (% rollout)
[ ] Send email announcement
[ ] Publish blog post
[ ] Post on social media
[ ] Update changelog
Post-Launch:
[ ] Monitor error rates
[ ] Track feature adoption
[ ] Collect user feedback
[ ] Iterate based on data
Incident Communication Template
# [Incident Type] - [Brief Description]
## Status: [Investigating | Identified | Monitoring | Resolved]
## Timeline
- [HH:MM] Issue reported
- [HH:MM] Team engaged
- [HH:MM] Root cause identified
- [HH:MM] Fix deployed
- [HH:MM] Monitoring
## Impact
- Affected: [% of users, specific features]
- Duration: [X hours/minutes]
## Root Cause
[Brief explanation]
## Resolution
[What was done to fix]
## Prevention
[What changes will prevent recurrence]
## Next Update
[Time of next update or "Resolved"]