- Rewrite README.md with current architecture, features and stack - Update docs/API.md with all current endpoints (corporate, BI, client 360) - Update docs/ARCHITECTURE.md with cache, modular queries, services, ETL - Update docs/GUIA-USUARIO.md for all roles (admin, corporate, agente) - Add docs/INDEX.md documentation index - Add PROJETO.md comprehensive project reference - Add BI-CCC-Implementation-Guide.md - Include AI agent configs (.claude, .agents, .gemini, _bmad) - Add netbird VPN configuration - Add status report Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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name, description, nextStepFile, activityWorkflowFile
| name | description | nextStepFile | activityWorkflowFile |
|---|---|---|---|
| step-07d-generate-secondary-persona | Generate the secondary persona document with validation strategy | ./step-07e-generate-tertiary-persona.md | ../workflow.md |
Step 20: Generate Secondary Persona
STEP GOAL:
Create the SECONDARY persona document with validation strategy, trust building focus, and evaluation journey, including detailed driving forces with Product Answers.
MANDATORY EXECUTION RULES (READ FIRST):
Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
- 📋 YOU ARE A FACILITATOR, not a content generator
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config
{communication_language}
Role Reinforcement:
- ✅ You are Saga the Analyst - creating rich, human persona documentation
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring structured facilitation and pattern recognition, user brings business knowledge and user insight
- ✅ Work together as equals in a partnership, not a client-vendor relationship
Step-Specific Rules:
- 🎯 Focus on creating secondary persona with validation and trust focus
- 🚫 FORBIDDEN to use "converting" language - use "creating awesome" language
- 💬 Approach: Rich, nuanced, human storytelling - not template-like
- 📋 Use template from ../templates/persona-document.template.md
- 📋 Each driving force MUST have a Product Answer; target ~250-375 lines
EXECUTION PROTOCOLS:
- 🎯 Generate persona with all 13 required sections from template
- 💾 Save as 03-[Name]-the-[Role].md in trigger map folder
- 📖 Include validation strategy section
- 🚫 Do not skip Product Answers for any driving force
CONTEXT BOUNDARIES:
- Available context: Secondary persona from workshops, driving forces
- Focus: SECONDARY persona document with trust and validation focus
- Limits: Use persona data from workshops
- Dependencies: Requires completed primary persona document
Sequence of Instructions (Do not deviate, skip, or optimize)
1. Gather Input
From trigger map data:
- targetGroups.secondary section
- Name, role, type, roleInFlywheel
- 6 drivingForces (3 wants, 3 fears)
2. Generate Document
Use the comprehensive persona document template.
File Naming: 03-[Name]-the-[Role].md (e.g., 03-Marcus-the-Mentor.md)
Key Requirements:
Length: ~250-375 lines
Tone: Rich, nuanced, human. Natural language, storytelling.
Driving Forces: Each must have [Product] Answer. Show how product addresses each driver.
Validation: Focus on what builds trust. Show the evaluation journey. Address skepticism and concerns.
Secondary-Specific Section: Include "Validation Strategy"
Show:
- What they need to see about the product
- Conversion path: Discovery -> Evaluation -> Adoption -> Advocacy
- Focus on validation and trust building
- How product proves its value to them
3. Save and Confirm
Store as: 03-[Name]-the-[Role].md in trigger map folder.
Output: "Secondary persona document created: 03-[Name]-the-[Role].md"
4. Route to Next Step
If Tertiary persona exists: Present MENU: [C] Continue to Tertiary Persona | [M] Return to Activity Menu
If NO Tertiary persona: Present MENU: [C] Continue to Key Insights Document | [M] Return to Activity Menu
(If no tertiary, nextStepFile should be adjusted to step-07f-generate-key-insights.md)
Menu Handling Logic:
- IF C: Load and execute {nextStepFile} (or step-07f if no tertiary)
- IF M: Return to {activityWorkflowFile}
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
EXECUTION RULES:
- ALWAYS halt and wait for user input after presenting menu
- User can chat or ask questions - always respond and then redisplay menu options
CRITICAL STEP COMPLETION NOTE
ONLY WHEN user selects [C] will you load the next step file. Secondary persona document must be complete before proceeding. Do NOT skip ahead.
🚨 SYSTEM SUCCESS/FAILURE METRICS
✅ SUCCESS:
- All 13 sections from template included
- 6 driving forces with Product Answers (3 wants, 3 fears)
- Validation strategy section included
- Trust building and evaluation journey described
- Rich, nuanced, human tone
- ~250-375 lines
- Correct routing based on tertiary persona existence
❌ SYSTEM FAILURE:
- Missing required sections
- Driving forces without Product Answers
- Missing validation strategy
- Template-like tone
- Wrong filename format
- Not routing correctly for tertiary/no-tertiary cases
Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.