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