Files
claude-skills-reference/c-level-advisor/cpo-advisor/references/pmf_playbook.md
Alireza Rezvani 466aa13a7b feat: C-Suite expansion — 8 new executive advisory roles (2→10) (#264)
* feat: C-Suite expansion — 8 new executive advisory roles

Add COO, CPO, CMO, CFO, CRO, CISO, CHRO advisors and Executive Mentor.
Expands C-level advisory from 2 to 10 roles with 74 total files.

Each role includes:
- SKILL.md (lean, <5KB, ~1200 tokens for context efficiency)
- Reference docs (loaded on demand, not at startup)
- Python analysis scripts (stdlib only, runnable CLI)

Executive Mentor features /em: slash commands (challenge, board-prep,
hard-call, stress-test, postmortem) with devil's advocate agent.

21 Python tools, 24 reference frameworks, 28,379 total lines.
All SKILL.md files combined: ~17K tokens (8.5% of 200K context window).

Badge: 88 → 116 skills

* feat: C-Suite orchestration layer + 18 complementary skills

ORCHESTRATION (new):
- cs-onboard: Founder interview → company-context.md
- chief-of-staff: Routing, synthesis, inter-agent orchestration
- board-meeting: 6-phase multi-agent deliberation protocol
- decision-logger: Two-layer memory (raw transcripts + approved decisions)
- agent-protocol: Inter-agent invocation with loop prevention
- context-engine: Company context loading + anonymization

CROSS-CUTTING CAPABILITIES (new):
- board-deck-builder: Board/investor update assembly
- scenario-war-room: Cascading multi-variable what-if modeling
- competitive-intel: Systematic competitor tracking + battlecards
- org-health-diagnostic: Cross-functional health scoring (8 dimensions)
- ma-playbook: M&A strategy (acquiring + being acquired)
- intl-expansion: International market entry frameworks

CULTURE & COLLABORATION (new):
- culture-architect: Values → behaviors, culture code, health assessment
- company-os: EOS/Scaling Up operating system selection + implementation
- founder-coach: Founder development, delegation, blind spots
- strategic-alignment: Strategy cascade, silo detection, alignment scoring
- change-management: ADKAR-based change rollout framework
- internal-narrative: One story across employees/investors/customers

UPGRADES TO EXISTING ROLES:
- All 10 roles get reasoning technique directives
- All 10 roles get company-context.md integration
- All 10 roles get board meeting isolation rules
- CEO gets stage-adaptive temporal horizons (seed→C)

Key design decisions:
- Two-layer memory prevents hallucinated consensus from rejected ideas
- Phase 2 isolation: agents think independently before cross-examination
- Executive Mentor (The Critic) sees all perspectives, others don't
- 25 Python tools total (stdlib only, no dependencies)

52 new files, 10 modified, 10,862 new lines.
Total C-suite ecosystem: 134 files, 39,131 lines.

* fix: connect all dots — Chief of Staff routes to all 28 skills

- Added complementary skills registry to routing-matrix.md
- Chief of Staff SKILL.md now lists all 28 skills in ecosystem
- Added integration tables to scenario-war-room and competitive-intel
- Badge: 116 → 134 skills
- README: C-Level Advisory count 10 → 28

Quality audit passed:
 All 10 roles: company-context, reasoning, isolation, invocation
 All 6 phases in board meeting
 Two-layer memory with DO_NOT_RESURFACE
 Loop prevention (no self-invoke, max depth 2, no circular)
 All /em: commands present
 All complementary skills cross-reference roles
 Chief of Staff routes to every skill in ecosystem

* refactor: CEO + CTO advisors upgraded to C-suite parity

Both roles now match the structural standard of all new roles:
- CEO: 11.7KB → 6.8KB SKILL.md (heavy content stays in references)
- CTO: 10KB → 7.2KB SKILL.md (heavy content stays in references)

Added to both:
- Integration table (who they work with and when)
- Key diagnostic questions
- Structured metrics dashboard table
- Consistent section ordering (Keywords → Quick Start → Responsibilities → Questions → Metrics → Red Flags → Integration → Reasoning → Context)

CEO additions:
- Stage-adaptive temporal horizons (seed=3m/6m/12m → B+=1y/3y/5y)
- Cross-references to culture-architect and board-deck-builder

CTO additions:
- Key Questions section (7 diagnostic questions)
- Structured metrics table (DORA + debt + team + architecture + cost)
- Cross-references to all peer roles

All 10 roles now pass structural parity:  Keywords  QuickStart  Questions  Metrics  RedFlags  Integration

* feat: add proactive triggers + output artifacts to all 10 roles

Every C-suite role now specifies:
- Proactive Triggers: 'surface these without being asked' — context-driven
  early warnings that make advisors proactive, not reactive
- Output Artifacts: concrete deliverables per request type (what you ask →
  what you get)

CEO: runway alerts, board prep triggers, strategy review nudges
CTO: deploy frequency monitoring, tech debt thresholds, bus factor flags
COO: blocker detection, scaling threshold warnings, cadence gaps
CPO: retention curve monitoring, portfolio dog detection, research gaps
CMO: CAC trend monitoring, positioning gaps, budget staleness
CFO: runway forecasting, burn multiple alerts, scenario planning gaps
CRO: NRR monitoring, pipeline coverage, pricing review triggers
CISO: audit overdue alerts, compliance gaps, vendor risk
CHRO: retention risk, comp band gaps, org scaling thresholds
Executive Mentor: board prep triggers, groupthink detection, hard call surfacing

This transforms the C-suite from reactive advisors into proactive partners.

* feat: User Communication Standard — structured output for all roles

Defines 3 output formats in agent-protocol/SKILL.md:

1. Standard Output: Bottom Line → What → Why → How to Act → Risks → Your Decision
2. Proactive Alert: What I Noticed → Why It Matters → Action → Urgency (🔴🟡)
3. Board Meeting: Decision Required → Perspectives → Agree/Disagree → Critic → Action Items

10 non-negotiable rules:
- Bottom line first, always
- Results and decisions only (no process narration)
- What + Why + How for every finding
- Actions have owners and deadlines ('we should consider' is banned)
- Decisions framed as options with trade-offs
- Founder is the highest authority — roles recommend, founder decides
- Risks are concrete (if X → Y, costs $Z)
- Max 5 bullets per section
- No jargon without explanation
- Silence over fabricated updates

All 10 roles reference this standard.
Chief of Staff enforces it as a quality gate.
Board meeting Phase 4 uses the Board Meeting Output format.

* feat: Internal Quality Loop — verification before delivery

No role presents to the founder without passing verification:

Step 1: Self-Verification (every role, every time)
  - Source attribution: where did each data point come from?
  - Assumption audit: [VERIFIED] vs [ASSUMED] tags on every finding
  - Confidence scoring: 🟢 high / 🟡 medium / 🔴 low per finding
  - Contradiction check against company-context + decision log
  - 'So what?' test: every finding needs a business consequence

Step 2: Peer Verification (cross-functional)
  - Financial claims → CFO validates math
  - Revenue projections → CRO validates pipeline backing
  - Technical feasibility → CTO validates
  - People/hiring impact → CHRO validates
  - Skip for single-domain, low-stakes questions

Step 3: Critic Pre-Screen (high-stakes only)
  - Irreversible decisions, >20% runway impact, strategy changes
  - Executive Mentor finds weakest point before founder sees it
  - Suspicious consensus triggers mandatory pre-screen

Step 4: Course Correction (after founder feedback)
  - Approve → log + assign actions
  - Modify → re-verify changed parts
  - Reject → DO_NOT_RESURFACE + learn why
  - 30/60/90 day post-decision review

Board meeting contributions now require self-verified format with
confidence tags and source attribution on every finding.

* fix: resolve PR review issues 1, 4, and minor observation

Issue 1: c-level-advisor/CLAUDE.md — completely rewritten
  - Was: 2 skills (CEO, CTO only), dated Nov 2025
  - Now: full 28-skill ecosystem map with architecture diagram,
    all roles/orchestration/cross-cutting/culture skills listed,
    design decisions, integration with other domains

Issue 4: Root CLAUDE.md — updated all stale counts
  - 87 → 134 skills across all 3 references
  - C-Level: 2 → 33 (10 roles + 5 mentor commands + 18 complementary)
  - Tool count: 160+ → 185+
  - Reference count: 200+ → 250+

Minor observation: Documented plugin.json convention
  - Explained in c-level-advisor/CLAUDE.md that only executive-mentor
    has plugin.json because only it has slash commands (/em: namespace)
  - Other skills are invoked by name through Chief of Staff or directly

Also fixed: README.md 88+ → 134 in two places (first line + skills section)

* fix: update all plugin/index registrations for 28-skill C-suite

1. c-level-advisor/.claude-plugin/plugin.json — v2.0.0
   - Was: 2 skills, generic description
   - Now: all 28 skills listed with descriptions, all 25 scripts,
     namespace 'cs', full ecosystem description

2. .codex/skills-index.json — added 18 complementary skills
   - Was: 10 roles only
   - Now: 28 total c-level entries (10 roles + 6 orchestration +
     6 cross-cutting + 6 culture)
   - Each with full description for skill discovery

3. .claude-plugin/marketplace.json — updated c-level-skills entry
   - Was: generic 2-skill description
   - Now: v2.0.0, full 28-skill ecosystem description,
     skills_count: 28, scripts_count: 25

* feat: add root SKILL.md for c-level-advisor ClawHub package

---------

Co-authored-by: Leo <leo@openclaw.ai>
2026-03-06 01:35:08 +01:00

12 KiB

PMF Playbook

How to find product-market fit, measure it, and not lose it. Steps, not theory.


What PMF Actually Is

PMF is when a product pulls users in rather than pushing them. Signals:

  • Users find the product without you telling them about it
  • They're upset when it doesn't work
  • They bring their colleagues, their friends, their boss
  • They build workarounds when a feature is missing

PMF is not:

  • Users saying they like it
  • A good NPS score with flat growth
  • Enterprise customers who are locked in but churning at contract end

Step 1: Find Your Best Customers First

Before measuring PMF across everyone, find the segment where PMF is strongest.

How:

  1. Export a list of all churned users and all retained users (D90+)
  2. Identify 5-10 attributes to compare: company size, industry, job title, signup source, first action taken, time to first value
  3. Find the attributes that are over-represented in retained vs. churned
  4. That's your highest-PMF segment

This is not an analytics project. Call 10 retained power users. Ask:

  • "What were you doing before you found us?"
  • "What would you use if we shut down tomorrow?"
  • "Who else in your life has this problem?"

The segment where this conversation is easy and the answers are specific — that's where your PMF is.


Step 2: Measure the Three PMF Signals

Run all three. They measure different things. One signal without the others is misleading.

Signal 1: Retention Curves

Method:

  1. Cohort users by week or month of first use
  2. Calculate % still active at D1, D7, D14, D30, D60, D90
  3. Plot the curve for each cohort

Interpretation:

Curve Shape What It Means
Drops to zero No PMF. Product doesn't solve a recurring problem.
Drops and keeps dropping Weak PMF. Some people find value, but not enough to keep coming back.
Drops then flattens above 0 PMF signal. A core group finds ongoing value.
Flattens higher with each newer cohort PMF improving. You're learning.

Benchmarks:

Segment D30 Retention (PMF threshold) D90 Retention (strong PMF)
Consumer > 20% > 10%
SMB SaaS > 40% > 25%
Enterprise SaaS > 60% > 45%
Marketplace (buyers) > 30% > 20%
PLG (free-to-paid) > 25% free D30, > 50% paid D30 > 15% free D90

If retention is below threshold:

  • Don't run more acquisition. You'll just churn faster.
  • Find the users who ARE retained. Understand why. Build for them.

Signal 2: Sean Ellis Test

Survey users with one question: "How would you feel if you could no longer use [Product]?"

Answers:

  • Very disappointed
  • Somewhat disappointed
  • Not disappointed (it really isn't that useful)
  • N/A — I no longer use [Product]

Scoring:

  • Count only "very disappointed" responses
  • Divide by total non-churned respondents
  • PMF threshold: > 40% "very disappointed"

Sample size requirement: Minimum 40 responses. Under 40, the signal is noisy.

When to run it:

  • When you have 100-500 active users
  • Quarterly for ongoing tracking
  • After major product changes

What to do with "somewhat disappointed": Don't lump them with "very disappointed." The delta between "somewhat" and "very" is where your retention problem lives. Interview people in the "somewhat" group. What's missing? Why only somewhat?

When score is 20-35%: You have a segment with PMF. Find them. Ask what they love. Run a separate survey for just that segment.

When score is < 20%: Your core value proposition isn't working. This is not a retention tactics problem. Revisit the fundamental problem you're solving.


Signal 3: Organic Growth and Referral

Metric: % of new signups that came from existing user referral, word of mouth, or organic search — without a paid incentive.

Threshold: > 20% of new users are coming organically without incentive programs.

How to measure:

  1. Tag signup source: paid, organic search, referral (with referral code), direct/dark social
  2. Track monthly. Is the organic % trending up or stable?
  3. Interview organic signups: "How did you hear about us?" (don't trust the dropdown)

Why this matters: Paid growth can mask the absence of PMF. You can buy users who churn. You can't buy users who tell their friends.


Step 3: Run PMF Experiments (Pre-PMF)

If you're below thresholds, don't optimize — experiment. The goal is to find the version of the product where at least a small segment has PMF.

The PMF Experiment Loop

1. Pick one customer segment + one hypothesis about their job to be done
2. Remove everything from the product that doesn't serve that job
3. Run a 4-week cohort with only that segment
4. Measure retention + Sean Ellis for that cohort
5. If PMF signal: this is your beachhead. Double down.
   If no signal: new hypothesis. Repeat.

Time box: Each experiment 4-8 weeks. If you're running experiments for 18+ months with no signal, revisit the problem space, not just the solution.

What to Change

Lever Change Expected Impact
Target segment Narrow ICP from "all companies" to "Series A SaaS" Faster learning, higher retention
Core job Reframe from feature-benefit to outcome-benefit Better product decisions
Onboarding Remove steps to time-to-value D1 retention up
Pricing Move from per-seat to per-outcome Align incentives with value
Channel Switch from outbound to PLG Different segment discovers product

Step 4: Validate PMF (Post-Signal, Pre-Scale)

Congratulations, you have a retention curve that flattens. Before you scale:

Validate that it's real:

  • Can you acquire more of the same customers? (Test CAC at 2x current volume)
  • Do the retained users expand? (Are they buying more seats, upgrading?)
  • Is the NPS from retained users > 40?
  • Are they forgiving of bugs and slowness? (Love, not tolerance)

Validate the unit economics:

  • LTV / CAC > 3x (for SaaS)
  • Payback period < 18 months
  • Gross margin > 60% (SaaS), > 40% (marketplace)

The danger zone: Convincing yourself you have PMF before economics are viable. High retention with terrible unit economics is not a business — it's a hobby that grows.


PMF by Business Model

B2B SaaS

Primary signal: D90 retention > 45% in target segment.

Secondary signals:

  • NPS from retained users > 50
  • Expansion revenue from retained accounts (NRR > 110%)
  • Sales cycle shortening as word-of-mouth increases

PMF finding strategy:

  • Start with one vertical, not the whole market
  • Get 3-5 reference customers who use it daily and refer others
  • Don't expand segment until you can replicate the reference case

Common false signals:

  • Retained users who are locked in by contract, not value
  • Expansion revenue from upselling, not from organic growth
  • High satisfaction survey scores with flat usage data

B2C / Consumer

Primary signal: D30 retention > 20%, with a flat or rising tail at D90.

Secondary signals:

  • DAU/MAU ratio > 20% (daily habit product: > 40%)
  • Session depth (users exploring multiple features, not one-and-done)
  • Organic referral rate > 20% of new installs

PMF finding strategy:

  • Consumer PMF is about habit formation — which behavior do you own in a user's day?
  • Find the "aha moment" (the action that predicts retention). Build everything to get users there faster.
  • Segment ruthlessly — consumer PMF is often strong in one demographic, weak in others.

Common false signals:

  • High D1 retention from email campaigns that re-engage dormant users
  • Good NPS from vocal users who are power users, not typical users
  • Media buzz driving installs from wrong audience

Marketplace

Primary signal: Successful transaction rate and repeat buyer rate.

Secondary signals:

  • Supply-side retention (sellers/providers coming back)
  • Liquidity score: % of demand requests matched within acceptable time
  • Referral: both sides sending others

PMF challenge: You have two customers (supply and demand). PMF can exist on one side and not the other.

PMF finding strategy:

  • Start with constrained geography or category — don't try to be national before local works
  • Measure GMV per cohort, not just transaction count
  • Find the "magic moment" for both buyer and seller. Optimize for both.

PLG (Product-Led Growth)

Primary signal: Free-to-paid conversion rate + paid retention.

Secondary signals:

  • Time to activation (reaching the "aha moment" in free tier)
  • PQL (product-qualified lead) conversion to paid
  • Team invites from individual users (virality coefficient)

PMF finding strategy:

  • The free tier must have genuine value — not a crippled trial
  • Track activation milestone (the action that predicts conversion)
  • Optimize activation before conversion — conversion optimizations don't work if nobody activates

After PMF: The Scaling Trap

Most companies that fail after PMF weren't ready to scale. They scaled the wrong thing.

The Scaling Trap

You have PMF with segment A. You hire sales and start selling to segment B. Segment B doesn't retain. NPS drops. Engineers chase segment B feature requests. Segment A users feel abandoned.

This is the most common way early-stage companies die after PMF.

What to Do After PMF

First 90 days after confirming PMF:

  1. Document your best customer profile in extreme detail
  2. Build the playbook to replicate the reference customer, not to expand the ICP
  3. Hire sales to replicate, not to expand
  4. Instrument everything — you need to know what's driving retention for every new cohort
  5. Don't launch new features. Remove friction from the path that's already working.

The expansion question: Only expand ICP when:

  • You can replicate the reference customer at 3x volume with same retention
  • CAC is declining (word of mouth in the reference segment)
  • You've exhausted density in the reference segment

Don't expand ICP to save the business. Expanding ICP when retention is declining is panic, not strategy.


How to Know When PMF Is Slipping

PMF is not a binary state. It can degrade. Watch for:

Signal What's Happening Response
D30 retention declining across cohorts Product changes or market change are eroding value Run Sean Ellis test immediately. Interview churned users.
Sean Ellis score dropping Users less passionate about the product Feature gap opening. Competitive pressure.
NPS dropping for retained users Power users seeing degraded experience Product quality or performance issues.
Organic referral rate declining Satisfied users less enthusiastic Product becoming commoditized. Moat eroding.
Support tickets shifting from feature requests to bug reports Technical debt catching up Engineering quality investment needed.
Sales cycles lengthening ICP no longer self-evident. Positioning drift. Re-run positioning exercise. Sharpen ICP.

The PMF quarterly check: Run Sean Ellis test every quarter. Track D30 retention by cohort every month. Put both on the CPO dashboard. These are your vital signs.


Quick Reference

Test Threshold Frequency
Sean Ellis > 40% very disappointed Quarterly
D30 retention (B2B SaaS) > 40% Monthly (by cohort)
D30 retention (consumer) > 20% Monthly (by cohort)
D90 retention (B2B SaaS) > 45% Monthly (by cohort)
Organic signup % > 20% Monthly
NPS (retained users) > 40 Quarterly
DAU/MAU (if daily product) > 20% Weekly

Use scripts/pmf_scorer.py to run all dimensions together with weighted scoring.