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Momento/.agent/skills/wds-2-trigger-mapping/steps-c/step-07d-generate-secondary-persona.md
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feat: design system overhaul — sidebar, AI chats, settings, brainstorm, color cleanup
- Sidebar: dynamic brand-accent colors, brainstorm section restyled
- AI chat general: popup panel with expand/collapse, hides when contextual AI open
- AI chat contextual: tabs reordered (Actions first), X close button, height fix
- Settings: all tabs restyled, 6 new color presets (sage, terracotta, iron, etc.)
- Global color cleanup: emerald/orange hardcoded → brand-accent dynamic
- Brainstorm page: orange → brand-accent throughout
- PageEntry animation component added to key pages
- Floating AI button: bg-brand-accent instead of hardcoded black
- i18n: all 15 locales updated with new AI/billing keys
- Billing: freemium quota tracking, BYOK, stripe subscription scaffolding
- Admin: integrated into new design
- AGENTS.md + CLAUDE.md project rules added
2026-05-16 12:59:30 +00:00

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---
name: 'step-07d-generate-secondary-persona'
description: 'Generate the secondary persona document with validation strategy'
# File References
nextStepFile: './step-07e-generate-tertiary-persona.md'
activityWorkflowFile: '../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.