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reference process · marketing · 20 activities · 18 on the roster

Develop Buyer Persona

An audience manager takes a segment the organization has already decided to sell to and works out who inside those accounts actually buys. The persona sits inside an agreed customer profile and cites that profile at its version, so the account traits are read from the profile instead of being written down a second time. A study manager plans the study that has to answer the question, a statistician says how much data that study needs before any of it is gathered, and a consent manager says which of the intended sample may be contacted at all. Once the interviews and the survey are in, the study manager and the audience manager write down the jobs this person is trying to get done, what gets in the way of those jobs and what it costs, the events that start this person looking for an answer, and the other people who have to agree before anything is bought. A forecaster checks the persona against the buyers the organization has already won, and the people who talk to buyers every day say whether they recognize it. The run ends with the persona recorded at a version, handed to every agent that writes to this buyer or targets them, and carrying the date it comes back up.

The activities

What happens in a run

20 activities from a priority segment is named to the persona is recorded and in use, 2 of them gates a person has to sign. Drag the diagram to move along it.

Develop Buyer Personaa priority segment is named → the persona is recorded and in use
no agreed profile covers this segmenta question or a contact is ruled outfewer responses than the study neededthe record does not match this personathe sellers do not recognize this buyerthe decision sits with a different rolea priority segment is named1Take in the Segmentwhat the persona has to settle,and by when2Quote the Account Profilethe profile the persona sitsinside, at its version3Gather What Is Already Kn…prior research, published workon this role4Read the Behavioral Recordwhat people in this rolealready do and read5Plan the Studythe method, who is sampled,what gets asked6Clear the Sample and the …who may be reached, and whatmay be askeda person signs · never an agent7Field the Studyinterviews and a survey put tothe sample8Say What the Responses Su…which figures hold, and how farthey hold9Name the Jobswhat this person is trying toget done10Name the Pains and What T…what gets in the way, and whatit costs them11Name the Buying Triggersthe events that start thisperson looking12Name the Others in the De…who else has to agree, and whateach one wants13Record the Words This Per…their own words for the problemand the answer14Test the Persona against …did the buyers who bought looklike this person15Review with the People Wh…do the sellers recognize thebuyer describeda person signs · never an agent16Write the Personajobs, pains, triggers, and theevidence under each17Issue the Persona as a Ve…numbered, with the agents thatread it told18Hand over the Personaeach receiving agent says whatit changes19Set the Review Conditionsthe review date, and what wouldchange the answer20Record What Was Learnedwhat to repeat, what to avoidthe persona is recorded and in use
The roster this process needs

Hover a name to see the activities it holds. A dashed one is a person, and stays one.

The document

The document, with the blanks marked

Everything in amber is yours to fill in: who owns it, when it takes effect, which platforms, which numbers, and who holds each activity. Everything else is the process, and it is the same wherever it is run.

PROCESS: buyer persona                id: <team>/buyer-persona   v1
from: ref/mkt/buyer-persona v1
owner: <who>                          effective: <date>
trigger: a priority segment is named in <your planning process>, or the
         review date on a recorded persona arrives
         watch: record=<the segment> system=<your planning process>
                change=<a segment is named as a priority>
         or watch: record=<the recorded persona>
                system=<where the review dates are kept>
                change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
             segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
      that person is trying to get done, the pains in the way of them,
      the events that start the buying, and the other people who have
      to agree, each with the responses recorded under it, and cited
      against the customer profile the segment already has
phases:
  take-in-segment  - convenes briefing: which segment, which role
                     inside it, what the persona has to settle, and the
                     date the answer is due
                     owner: audience-manager     after: trigger
                     automation: <level>
  quote-profile    - human: name the agreed customer profile the
                     persona sits inside and the version of it, and
                     read the account traits from there
                     owner: audience-manager     after: take-in-segment
                     automation: <level>
  gather-known     - human: the research the organization already has
                     on this role, and the published work on it
                     owner: researcher           after: take-in-segment
                     by: <days>                  automation: <level>
  read-behavior    - human: what people in this role already do on the
                     site, in the product and with what gets sent them
                     owner: analytics            after: take-in-segment
                     by: <days>                  automation: <level>
  plan-study       - human: the method, who is sampled and how the
                     sample is drawn, every question in the order it is
                     asked, and how many responses it needs
                     owner: study-manager
                     after: quote-profile + gather-known + read-behavior
                     by: <days>                  automation: <level>
  clear-study      - convenes approval: the consent-manager scores the
                     sample and the questions against the rules in
                     force, and <your legal role> signs
                     owner: <your legal role>    after: plan-study
                     by: <days>                  automation: never
  field-study      - runs collect-and-report: the interviews are held
                     and the survey is put to the cleared sample
                     owner: study-manager        after: clear-study
                     by: <days>                  automation: <level>
  read-responses   - system: which responses count, which were left out
                     and under which rule, what each figure is and the
                     range around it
                     owner: statistician         after: field-study
                     automation: <level>
  name-jobs        - human: what this person is trying to get done, in
                     the order the responses say each one matters
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  name-pains       - human: what gets in the way of each job, how often
                     it happens, and what it costs the person and the
                     organization
                     owner: study-manager        after: name-jobs
                     by: <days>                  automation: <level>
  name-triggers    - human: the events that start this person looking
                     for an answer, and how long the looking runs
                     owner: audience-manager     after: name-pains
                     by: <days>                  automation: <level>
  name-committee   - human: who else has to agree before anything is
                     bought, what each of them wants, and who can stop
                     the purchase on their own
                     owner: audience-manager     after: read-responses
                     by: <days>                  automation: <level>
  record-language  - human: the words this person uses for the problem
                     and for the answer, each attributed to the kind of
                     participant who said it
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  back-test        - system: the persona run backwards over the record,
                     to see whether the buyers who actually bought look
                     like the person described
                     owner: forecaster           after: name-triggers
                     by: <days>                  automation: <level>
  seller-review    - convenes approval: the people who talk to buyers
                     read the persona and say whether they recognize
                     this buyer, naming what is wrong where they do not
                     owner: audience-manager
                     after: name-triggers + name-committee +
                            record-language
                     by: <days>                  automation: never
  write-persona    - human: the jobs, the pains, the triggers, the
                     other people in the decision, the language, and
                     the responses recorded under each of them
                     owner: audience-manager
                     after: back-test + seller-review
                     automation: <level>
  issue-version    - human: the persona issued as a numbered version,
                     with the version it replaces left readable
                     owner: standards-keeper     after: write-persona
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that writes
                     to this buyer or targets them hears the persona at
                     once and says what it changes because of it
                     owner: audience-manager     after: issue-version
                     by: <days>                  automation: <level>
  set-review       - human: the date the persona comes back up, and the
                     conditions that would bring it back sooner
                     owner: audience-manager     after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: audience-manager     after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call             owner: audience-manager
                every: <cadence>
                from: take-in-segment   until: hand-over
  sample      - runs roll-call             owner: study-manager
                every: <cadence>
                from: field-study       until: read-responses
handoffs:
  take-in-segment -> quote-profile / gather-known / read-behavior
    [segment-and-role]: the segment, the role inside it, what each
    agent owes, and the date it is owed. Three agents read one record
  quote-profile -> plan-study [account-profile]: the profile id and
    its version, and the account traits as that profile states them
  gather-known -> plan-study [what-is-known]: what is already known
    about this role, with a source line under every fact and the date
    it was read
  read-behavior -> plan-study [behavioral-record]: what people in this
    role already do, with the systems the numbers came from
  plan-study -> clear-study [study-plan]: the sample, every question
    at its version, and every piece of material anybody will be shown
  clear-study -> field-study [cleared-sample]: the sample the consent
    record covers and the questions that were signed, at the version
    they were signed at
  field-study -> read-responses [responses]: every response as it was
    given, with its date and the question version it answered
  read-responses -> name-jobs [qualified-responses]: which figures the
    data supports, the range around each one, and every response left
    out with the rule that removed it
  read-responses -> name-committee [reading-for-committee]: the same
    reading. Three branches read one record
  read-responses -> record-language [verbatim-responses]: the
    responses in the words they were given in
  name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
    the responses say each one matters
  name-pains -> name-triggers [the-pains]: each pain, how often it
    happens, and what it costs
  name-triggers -> back-test [persona-to-test]: the persona in the
    form it will be tested in
  name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
    pains and the triggers
  name-committee -> seller-review [the-committee]: the other people in
    the decision, what each of them wants, and who can stop the
    purchase alone
  record-language -> seller-review [buyer-language]: the buyer's own
    words, attributed to the kind of participant who said them
  back-test -> write-persona [back-test-result]: which buyers the
    persona would have matched, and what actually happened to those
    deals
  seller-review -> write-persona [seller-verdict]: what the sellers
    recognized, and everything they said was wrong
  write-persona -> issue-version [drafted-persona]: the persona in the
    wording it was reviewed in, with its profile citation
  issue-version -> hand-over [issued-persona]: the persona at its
    number, and what changed from the version it replaces
  hand-over -> set-review [agent-answers]: what each receiving agent
    said it would change, and the date it said it by
  set-review -> record-learnings [review-conditions]: the review date
    and the conditions that bring the persona back sooner
deviations:
  quote-profile -> take-in-segment [no-agreed-profile]: no agreed
    customer profile covers this segment, so the run waits there until
    one exists
  clear-study -> plan-study [sample-or-question-ruled-out]: legal or
    the consent record rules out part of the sample or one of the
    questions, so the study is planned again
  read-responses -> field-study [too-few-responses]: the study closed
    with fewer responses than the statistician asked for, so more are
    gathered while there is still time
  name-committee -> take-in-segment [wrong-role]: the decision sits
    with a role the persona does not describe, and a different role
    needs its own run
  back-test -> name-jobs [record-does-not-match]: the buyers who
    actually bought do not look like this persona, so the jobs are
    named again
  seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
    do not recognize this buyer, so the jobs are named again from what
    each of them said was wrong
  any -> plan-study [profile-changed]: the customer profile changes
    while the run is open, and a change to the account traits the
    study was sampled against sends the run back to the plan
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sellers and
           legal>
  systems: the agreed customer profile (read), the study record
           (write), the questions and the material shown (write),
           the survey and interview system (trigger),
           the response record (write), the calculation record (write),
           the contact database (read), the consent record (read),
           the customer and revenue record (read),
           analytics platforms (read), the content library (read),
           licensed market data (read, cap: <what may be bought
           without asking>), the meeting calendar (write, cap: <how
           many sessions may be set without asking>),
           the evidence store (write), the standards store (write),
           the review schedule (write), the notification channel
           (write)
  data:    the named segment, the agreed customer profile at its
           version, <your account and revenue history> over <what
           period>, the terms attached to every data set the study
           rests on
policy:
  the persona cites the agreed customer profile at its version and does
    not repeat the account traits that profile already carries. A
    persona that contradicts the profile it cites is not recorded
  a persona describes one role. A persona that turns out to describe
    two roles is split into two personas
  every job, pain and trigger carries the responses recorded under it,
    and one that carries none is marked as unevidenced
  nobody is reached for the study beyond what the consent record
    covers, and the consent-manager's finding is kept with the study
  a finding resting on fewer responses than the statistician said the
    study needed is marked as such, and <who> decides whether it stays
  a quotation is attributed to the kind of participant who said it, and
    no quotation is composed from more than one participant
  the people who talk to buyers read the persona before it is recorded,
    and what they said was wrong is recorded with it
  the run does not close until every agent that writes to this buyer or
    targets them has said what it changes, and an agent that changes
    nothing says why
  a recorded persona is never edited in place. A change goes in as a
    new version, and the version it replaces stays readable
measures:
  cycle time: <target> from the segment to the recorded persona
  evidence coverage: <share> of the jobs, pains and triggers that carry
                     responses recorded under them
  recognition: <share> of the sellers who read the persona and said
               they recognize this buyer
  fit: <share> of the opportunities opened since the persona was agreed
       that began with a trigger the persona names, read on the review
       date
  quality gate: no persona is recorded without its profile citation,
                its evidence, and an answer from every agent that reads
                it
Take it somewhere

Use this process in LangGraph

Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current LangGraph documentation, then writes two files: the graph, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.

370 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable LangGraph graph:
one Python file with a TypedDict state, a StateGraph, nodes, edges,
conditional edges and a checkpointer.

The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:

  https://agentcatalog.com/spec/agent-processes

Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.

Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:

  https://docs.langchain.com/oss/python/langgraph/interrupts
    interrupt() and Command(resume=), which is how a gate stops a run
  https://reference.langchain.com/python/langgraph/graph/state/StateGraph
    StateGraph, add_edge, add_conditional_edges, defer

WHAT THE DOCUMENT ASKS FOR

These hold wherever the process lands, and they matter more than style.

1. Each phase under `phases:` becomes one step, and keeps its name.

2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
   Reading it as "either" is the defect the specification calls out by name.

3. Every handoff carries a key in square brackets. Each key becomes one field
   on the run's state, named exactly as the key with hyphens turned into
   underscores, and the sentence beside it becomes that field's comment. The key
   is the stable name; the sentence is prose that may be rewritten.

4. A phase MUST NOT begin before its inbound handoff exists. Where that is
   checkable, check it in the step rather than assuming it.

5. `automation: never` is a gate a person signs. The run stops there and does
   not continue until a person's decision comes back. Do not turn one into a
   notification, a log line, or an automatic transition, whatever the queue
   looks like.

6. Each line under `deviations:` is a backward or sideways edge, returning to
   the phase named on the right. The key in brackets names it, and that name
   belongs in the code.

7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
   exception edge: it is entered when those phases FAIL, not when they succeed.
   Do not wire it as an ordinary successor.

8. Anything in angle brackets is a blank the adopting organization fills in.
   Leave each one as a named constant at the top of the file with a TODO. Do not
   invent a value, a threshold or a date.

9. Record the document's `from:` line at the top of the file, so it says which
   reference process and which version it was generated from.

10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
    process rather than at one point in it, and a run may not close while one is
    unfinished. Say in the code what you did about them, including if the answer
    is that the runtime has nowhere to put them.

HOW THAT LOOKS IN LANGGRAPH

11. A phase is a node added with `add_node`, under the phase's own name.

12. The state is a TypedDict. Each handoff key is one field on it.

13. A join is the trap. `add_edge(["a", "b"], "c")` looks right and releases
    once: when a backward edge re-enters ONE arm, the joined node never runs
    again, and the run ends early reporting success rather than raising. Mark the
    joined node `defer=True` and re-check inside it that both inbound handoffs
    exist.

14. A gate is `interrupt()` inside the node, resumed with `Command(resume=...)`.
    The platform lets anything at all call resume, so require the resumed value to
    name a person and a date and refuse anything else. Say in the fidelity note
    that this proves only that whoever resumed typed a name, because
    `Command(resume=True)` from a scheduled job is indistinguishable from a person
    signing.

15. A deviation is `add_conditional_edges` with a routing function named after
    the key in brackets.

16. Pass a durable checkpointer rather than taking the in-memory default. The
    gates wait days, and the default loses every paused run on restart.

17. Leave every phase body unimplemented, raising until somebody registers an
    implementation. The automation level is a blank, so writing a body would
    answer on the adopter's behalf whether an agent may do that work.

Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.

It has three parts.

**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.

**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.

**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.

Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.

Here is the process document.

```
PROCESS: buyer persona                id: <team>/buyer-persona   v1
from: ref/mkt/buyer-persona v1
owner: <who>                          effective: <date>
trigger: a priority segment is named in <your planning process>, or the
         review date on a recorded persona arrives
         watch: record=<the segment> system=<your planning process>
                change=<a segment is named as a priority>
         or watch: record=<the recorded persona>
                system=<where the review dates are kept>
                change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
             segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
      that person is trying to get done, the pains in the way of them,
      the events that start the buying, and the other people who have
      to agree, each with the responses recorded under it, and cited
      against the customer profile the segment already has
phases:
  take-in-segment  - convenes briefing: which segment, which role
                     inside it, what the persona has to settle, and the
                     date the answer is due
                     owner: audience-manager     after: trigger
                     automation: <level>
  quote-profile    - human: name the agreed customer profile the
                     persona sits inside and the version of it, and
                     read the account traits from there
                     owner: audience-manager     after: take-in-segment
                     automation: <level>
  gather-known     - human: the research the organization already has
                     on this role, and the published work on it
                     owner: researcher           after: take-in-segment
                     by: <days>                  automation: <level>
  read-behavior    - human: what people in this role already do on the
                     site, in the product and with what gets sent them
                     owner: analytics            after: take-in-segment
                     by: <days>                  automation: <level>
  plan-study       - human: the method, who is sampled and how the
                     sample is drawn, every question in the order it is
                     asked, and how many responses it needs
                     owner: study-manager
                     after: quote-profile + gather-known + read-behavior
                     by: <days>                  automation: <level>
  clear-study      - convenes approval: the consent-manager scores the
                     sample and the questions against the rules in
                     force, and <your legal role> signs
                     owner: <your legal role>    after: plan-study
                     by: <days>                  automation: never
  field-study      - runs collect-and-report: the interviews are held
                     and the survey is put to the cleared sample
                     owner: study-manager        after: clear-study
                     by: <days>                  automation: <level>
  read-responses   - system: which responses count, which were left out
                     and under which rule, what each figure is and the
                     range around it
                     owner: statistician         after: field-study
                     automation: <level>
  name-jobs        - human: what this person is trying to get done, in
                     the order the responses say each one matters
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  name-pains       - human: what gets in the way of each job, how often
                     it happens, and what it costs the person and the
                     organization
                     owner: study-manager        after: name-jobs
                     by: <days>                  automation: <level>
  name-triggers    - human: the events that start this person looking
                     for an answer, and how long the looking runs
                     owner: audience-manager     after: name-pains
                     by: <days>                  automation: <level>
  name-committee   - human: who else has to agree before anything is
                     bought, what each of them wants, and who can stop
                     the purchase on their own
                     owner: audience-manager     after: read-responses
                     by: <days>                  automation: <level>
  record-language  - human: the words this person uses for the problem
                     and for the answer, each attributed to the kind of
                     participant who said it
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  back-test        - system: the persona run backwards over the record,
                     to see whether the buyers who actually bought look
                     like the person described
                     owner: forecaster           after: name-triggers
                     by: <days>                  automation: <level>
  seller-review    - convenes approval: the people who talk to buyers
                     read the persona and say whether they recognize
                     this buyer, naming what is wrong where they do not
                     owner: audience-manager
                     after: name-triggers + name-committee +
                            record-language
                     by: <days>                  automation: never
  write-persona    - human: the jobs, the pains, the triggers, the
                     other people in the decision, the language, and
                     the responses recorded under each of them
                     owner: audience-manager
                     after: back-test + seller-review
                     automation: <level>
  issue-version    - human: the persona issued as a numbered version,
                     with the version it replaces left readable
                     owner: standards-keeper     after: write-persona
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that writes
                     to this buyer or targets them hears the persona at
                     once and says what it changes because of it
                     owner: audience-manager     after: issue-version
                     by: <days>                  automation: <level>
  set-review       - human: the date the persona comes back up, and the
                     conditions that would bring it back sooner
                     owner: audience-manager     after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: audience-manager     after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call             owner: audience-manager
                every: <cadence>
                from: take-in-segment   until: hand-over
  sample      - runs roll-call             owner: study-manager
                every: <cadence>
                from: field-study       until: read-responses
handoffs:
  take-in-segment -> quote-profile / gather-known / read-behavior
    [segment-and-role]: the segment, the role inside it, what each
    agent owes, and the date it is owed. Three agents read one record
  quote-profile -> plan-study [account-profile]: the profile id and
    its version, and the account traits as that profile states them
  gather-known -> plan-study [what-is-known]: what is already known
    about this role, with a source line under every fact and the date
    it was read
  read-behavior -> plan-study [behavioral-record]: what people in this
    role already do, with the systems the numbers came from
  plan-study -> clear-study [study-plan]: the sample, every question
    at its version, and every piece of material anybody will be shown
  clear-study -> field-study [cleared-sample]: the sample the consent
    record covers and the questions that were signed, at the version
    they were signed at
  field-study -> read-responses [responses]: every response as it was
    given, with its date and the question version it answered
  read-responses -> name-jobs [qualified-responses]: which figures the
    data supports, the range around each one, and every response left
    out with the rule that removed it
  read-responses -> name-committee [reading-for-committee]: the same
    reading. Three branches read one record
  read-responses -> record-language [verbatim-responses]: the
    responses in the words they were given in
  name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
    the responses say each one matters
  name-pains -> name-triggers [the-pains]: each pain, how often it
    happens, and what it costs
  name-triggers -> back-test [persona-to-test]: the persona in the
    form it will be tested in
  name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
    pains and the triggers
  name-committee -> seller-review [the-committee]: the other people in
    the decision, what each of them wants, and who can stop the
    purchase alone
  record-language -> seller-review [buyer-language]: the buyer's own
    words, attributed to the kind of participant who said them
  back-test -> write-persona [back-test-result]: which buyers the
    persona would have matched, and what actually happened to those
    deals
  seller-review -> write-persona [seller-verdict]: what the sellers
    recognized, and everything they said was wrong
  write-persona -> issue-version [drafted-persona]: the persona in the
    wording it was reviewed in, with its profile citation
  issue-version -> hand-over [issued-persona]: the persona at its
    number, and what changed from the version it replaces
  hand-over -> set-review [agent-answers]: what each receiving agent
    said it would change, and the date it said it by
  set-review -> record-learnings [review-conditions]: the review date
    and the conditions that bring the persona back sooner
deviations:
  quote-profile -> take-in-segment [no-agreed-profile]: no agreed
    customer profile covers this segment, so the run waits there until
    one exists
  clear-study -> plan-study [sample-or-question-ruled-out]: legal or
    the consent record rules out part of the sample or one of the
    questions, so the study is planned again
  read-responses -> field-study [too-few-responses]: the study closed
    with fewer responses than the statistician asked for, so more are
    gathered while there is still time
  name-committee -> take-in-segment [wrong-role]: the decision sits
    with a role the persona does not describe, and a different role
    needs its own run
  back-test -> name-jobs [record-does-not-match]: the buyers who
    actually bought do not look like this persona, so the jobs are
    named again
  seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
    do not recognize this buyer, so the jobs are named again from what
    each of them said was wrong
  any -> plan-study [profile-changed]: the customer profile changes
    while the run is open, and a change to the account traits the
    study was sampled against sends the run back to the plan
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sellers and
           legal>
  systems: the agreed customer profile (read), the study record
           (write), the questions and the material shown (write),
           the survey and interview system (trigger),
           the response record (write), the calculation record (write),
           the contact database (read), the consent record (read),
           the customer and revenue record (read),
           analytics platforms (read), the content library (read),
           licensed market data (read, cap: <what may be bought
           without asking>), the meeting calendar (write, cap: <how
           many sessions may be set without asking>),
           the evidence store (write), the standards store (write),
           the review schedule (write), the notification channel
           (write)
  data:    the named segment, the agreed customer profile at its
           version, <your account and revenue history> over <what
           period>, the terms attached to every data set the study
           rests on
policy:
  the persona cites the agreed customer profile at its version and does
    not repeat the account traits that profile already carries. A
    persona that contradicts the profile it cites is not recorded
  a persona describes one role. A persona that turns out to describe
    two roles is split into two personas
  every job, pain and trigger carries the responses recorded under it,
    and one that carries none is marked as unevidenced
  nobody is reached for the study beyond what the consent record
    covers, and the consent-manager's finding is kept with the study
  a finding resting on fewer responses than the statistician said the
    study needed is marked as such, and <who> decides whether it stays
  a quotation is attributed to the kind of participant who said it, and
    no quotation is composed from more than one participant
  the people who talk to buyers read the persona before it is recorded,
    and what they said was wrong is recorded with it
  the run does not close until every agent that writes to this buyer or
    targets them has said what it changes, and an agent that changes
    nothing says why
  a recorded persona is never edited in place. A change goes in as a
    new version, and the version it replaces stays readable
measures:
  cycle time: <target> from the segment to the recorded persona
  evidence coverage: <share> of the jobs, pains and triggers that carry
                     responses recorded under them
  recognition: <share> of the sellers who read the persona and said
               they recognize this buyer
  fit: <share> of the opportunities opened since the persona was agreed
       that began with a trigger the persona names, read on the review
       date
  quality gate: no persona is recorded without its profile citation,
                its evidence, and an answer from every agent that reads
                it
```
Take it somewhere

Use this process in Microsoft Agent Framework

Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current Agent Framework documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.

425 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable Microsoft Agent Framework workflow:
one Python file with Executor classes, a WorkflowBuilder, typed edges,
request_info gates and durable checkpoint storage.

The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:

  https://agentcatalog.com/spec/agent-processes

Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.

Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:

  https://learn.microsoft.com/en-us/agent-framework/workflows/human-in-the-loop
    ctx.request_info, @response_handler, and answering a parked run later
  https://learn.microsoft.com/en-us/agent-framework/workflows/checkpoints
    what a checkpoint holds, and allowed_checkpoint_types
  https://learn.microsoft.com/en-us/agent-framework/concepts/workflows/edges
    add_edge with condition, add_fan_in_edges, add_switch_case_edge_group
  https://learn.microsoft.com/en-us/agent-framework/concepts/workflows/state
    ctx.set_state and ctx.get_state as they actually are today

WHAT THE DOCUMENT ASKS FOR

These hold wherever the process lands, and they matter more than style.

1. Each phase under `phases:` becomes one step, and keeps its name.

2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
   Reading it as "either" is the defect the specification calls out by name.

3. Every handoff carries a key in square brackets. Each key becomes one field
   on the run's state, named exactly as the key with hyphens turned into
   underscores, and the sentence beside it becomes that field's comment. The key
   is the stable name; the sentence is prose that may be rewritten.

4. A phase MUST NOT begin before its inbound handoff exists. Where that is
   checkable, check it in the step rather than assuming it.

5. `automation: never` is a gate a person signs. The run stops there and does
   not continue until a person's decision comes back. Do not turn one into a
   notification, a log line, or an automatic transition, whatever the queue
   looks like.

6. Each line under `deviations:` is a backward or sideways edge, returning to
   the phase named on the right. The key in brackets names it, and that name
   belongs in the code.

7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
   exception edge: it is entered when those phases FAIL, not when they succeed.
   Do not wire it as an ordinary successor.

8. Anything in angle brackets is a blank the adopting organization fills in.
   Leave each one as a named constant at the top of the file with a TODO. Do not
   invent a value, a threshold or a date.

9. Record the document's `from:` line at the top of the file, so it says which
   reference process and which version it was generated from.

10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
    process rather than at one point in it, and a run may not close while one is
    unfinished. Say in the code what you did about them, including if the answer
    is that the runtime has nowhere to put them.

HOW THAT LOOKS IN MICROSOFT AGENT FRAMEWORK

11. Write for Python, and read those pages before writing a line. This API has
    moved: `set_shared_state`, `RequestInfoExecutor`, `RequestInfoMessage` and
    `send_responses_streaming` are all in the training data and none of them exist
    any more. The .NET workflow API differs in kind rather than in spelling, so a
    file written for one does not port by renaming.

12. A phase is a class deriving from `Executor` whose `super().__init__(id=...)`
    takes the phase name verbatim. The id is not cosmetic: a checkpoint stores a
    signature over the topology and the executor ids, so an id built from a run, a
    timestamp or a counter cannot be resumed into.

13. Give each phase a `@handler` method and move work on with
    `await ctx.send_message(...)`. A handler that returns without sending is a dead
    end: the branch stops, the run converges, and it reports success. So a phase
    you are deliberately leaving unimplemented must still send a placeholder
    onward. Do not stub with `raise NotImplementedError`, which fails the run
    instead of leaving it runnable.

14. `after: a` is `builder.add_edge(a, b)`. `after: a + b` is
    `builder.add_fan_in_edges([a, b], target)`, and the target's handler must be
    annotated `list[T]`, because a fan-in delivers one aggregated list rather than
    the separate messages. A handler typed for the single value is dropped as a
    mismatch with nothing raised.

15. The join is the trap here, and it is the opposite of LangGraph's. The
    barrier re-arms: it clears its buffer when it fires and then demands a fresh
    message from every source. So a deviation that re-enters ONE arm parks the
    run forever waiting for an arm that will not run again, and the workflow ends
    IDLE reporting success. Wherever a deviation re-enters one arm of a join,
    replace the barrier with an ordinary edge from each arm into a small executor
    that records each arrival with `ctx.set_state` and only forwards when every
    expected key is present, and say in a comment that putting `add_fan_in_edges`
    back reintroduces the stall.

16. A phase that is both a join target and a deviation target needs two
    handlers, one annotated `list[T]` for the barrier and one annotated `T` for the
    backward message. Write only the list handler and every backward edge into it
    is discarded as a type mismatch, silently.

17. `automation: never` is `await ctx.request_info(request_data=...,
    response_type=...)` inside the phase, answered by a `@response_handler` on the
    same executor whose annotations match those exact types. The run parks at
    `IDLE_WITH_PENDING_REQUESTS` and the host answers with
    `workflow.run(stream=True, responses={request_id: value})`. If no handler
    matches the pair, the framework logs a warning and parks anyway, so the gate
    reads as working right up until somebody asks why the approval did not take.

18. A gate is only a gate if the wait survives a restart, so pass
    `checkpoint_storage=FileCheckpointStorage(...)` to the builder. Checkpointing
    is off by default and `InMemoryCheckpointStorage` reads as configured while
    persisting nothing. Register every handoff payload type in
    `allowed_checkpoint_types`, or the first restore raises. Anything an executor
    keeps as an instance attribute is absent after a restore unless you export it
    from `on_checkpoint_save` and read it back in `on_checkpoint_restore`, and it
    comes back empty rather than missing.

19. Each line under `deviations:` is `builder.add_edge(source, earlier,
    condition=fn)` with `fn` named after the key. Cycles are legal and unchecked,
    but raise `max_iterations` well above its default of 100, because several live
    cycles will exhaust a budget sized for a straight line and fail with a message
    about convergence that reads like a broken graph. Keep the ordinary forward
    edge unconditional and add each deviation beside it: a condition that returns
    false is dropped with no event, so a forward path expressed as a condition
    dies silently on every normal run, which is most of them.

20. Handoff values go in `ctx.set_state(key, value)` and come back from
    `ctx.get_state(key)`, untyped and unchecked. A write is visible to its writer
    at once and to everyone else only in the next superstep, and two writers of one
    key in a superstep keep the last write. Never read a key in the same superstep
    another phase wrote it.

21. There are no timers, no deadlines and no scheduled wakes. Nothing in
    `run-scoped:` becomes an executor and `by:` has no expression at all, so write
    them as comments naming where they start and stop, and say plainly in the
    fidelity note that a run can close over an unfinished run-scoped line. Do not
    fake a deadline with a sleep inside a handler, which blocks the whole superstep
    barrier, and never let an expiring wait release a gate.

Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.

It has three parts.

**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.

**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.

**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.

Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.

Here is the process document.

```
PROCESS: buyer persona                id: <team>/buyer-persona   v1
from: ref/mkt/buyer-persona v1
owner: <who>                          effective: <date>
trigger: a priority segment is named in <your planning process>, or the
         review date on a recorded persona arrives
         watch: record=<the segment> system=<your planning process>
                change=<a segment is named as a priority>
         or watch: record=<the recorded persona>
                system=<where the review dates are kept>
                change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
             segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
      that person is trying to get done, the pains in the way of them,
      the events that start the buying, and the other people who have
      to agree, each with the responses recorded under it, and cited
      against the customer profile the segment already has
phases:
  take-in-segment  - convenes briefing: which segment, which role
                     inside it, what the persona has to settle, and the
                     date the answer is due
                     owner: audience-manager     after: trigger
                     automation: <level>
  quote-profile    - human: name the agreed customer profile the
                     persona sits inside and the version of it, and
                     read the account traits from there
                     owner: audience-manager     after: take-in-segment
                     automation: <level>
  gather-known     - human: the research the organization already has
                     on this role, and the published work on it
                     owner: researcher           after: take-in-segment
                     by: <days>                  automation: <level>
  read-behavior    - human: what people in this role already do on the
                     site, in the product and with what gets sent them
                     owner: analytics            after: take-in-segment
                     by: <days>                  automation: <level>
  plan-study       - human: the method, who is sampled and how the
                     sample is drawn, every question in the order it is
                     asked, and how many responses it needs
                     owner: study-manager
                     after: quote-profile + gather-known + read-behavior
                     by: <days>                  automation: <level>
  clear-study      - convenes approval: the consent-manager scores the
                     sample and the questions against the rules in
                     force, and <your legal role> signs
                     owner: <your legal role>    after: plan-study
                     by: <days>                  automation: never
  field-study      - runs collect-and-report: the interviews are held
                     and the survey is put to the cleared sample
                     owner: study-manager        after: clear-study
                     by: <days>                  automation: <level>
  read-responses   - system: which responses count, which were left out
                     and under which rule, what each figure is and the
                     range around it
                     owner: statistician         after: field-study
                     automation: <level>
  name-jobs        - human: what this person is trying to get done, in
                     the order the responses say each one matters
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  name-pains       - human: what gets in the way of each job, how often
                     it happens, and what it costs the person and the
                     organization
                     owner: study-manager        after: name-jobs
                     by: <days>                  automation: <level>
  name-triggers    - human: the events that start this person looking
                     for an answer, and how long the looking runs
                     owner: audience-manager     after: name-pains
                     by: <days>                  automation: <level>
  name-committee   - human: who else has to agree before anything is
                     bought, what each of them wants, and who can stop
                     the purchase on their own
                     owner: audience-manager     after: read-responses
                     by: <days>                  automation: <level>
  record-language  - human: the words this person uses for the problem
                     and for the answer, each attributed to the kind of
                     participant who said it
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  back-test        - system: the persona run backwards over the record,
                     to see whether the buyers who actually bought look
                     like the person described
                     owner: forecaster           after: name-triggers
                     by: <days>                  automation: <level>
  seller-review    - convenes approval: the people who talk to buyers
                     read the persona and say whether they recognize
                     this buyer, naming what is wrong where they do not
                     owner: audience-manager
                     after: name-triggers + name-committee +
                            record-language
                     by: <days>                  automation: never
  write-persona    - human: the jobs, the pains, the triggers, the
                     other people in the decision, the language, and
                     the responses recorded under each of them
                     owner: audience-manager
                     after: back-test + seller-review
                     automation: <level>
  issue-version    - human: the persona issued as a numbered version,
                     with the version it replaces left readable
                     owner: standards-keeper     after: write-persona
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that writes
                     to this buyer or targets them hears the persona at
                     once and says what it changes because of it
                     owner: audience-manager     after: issue-version
                     by: <days>                  automation: <level>
  set-review       - human: the date the persona comes back up, and the
                     conditions that would bring it back sooner
                     owner: audience-manager     after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: audience-manager     after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call             owner: audience-manager
                every: <cadence>
                from: take-in-segment   until: hand-over
  sample      - runs roll-call             owner: study-manager
                every: <cadence>
                from: field-study       until: read-responses
handoffs:
  take-in-segment -> quote-profile / gather-known / read-behavior
    [segment-and-role]: the segment, the role inside it, what each
    agent owes, and the date it is owed. Three agents read one record
  quote-profile -> plan-study [account-profile]: the profile id and
    its version, and the account traits as that profile states them
  gather-known -> plan-study [what-is-known]: what is already known
    about this role, with a source line under every fact and the date
    it was read
  read-behavior -> plan-study [behavioral-record]: what people in this
    role already do, with the systems the numbers came from
  plan-study -> clear-study [study-plan]: the sample, every question
    at its version, and every piece of material anybody will be shown
  clear-study -> field-study [cleared-sample]: the sample the consent
    record covers and the questions that were signed, at the version
    they were signed at
  field-study -> read-responses [responses]: every response as it was
    given, with its date and the question version it answered
  read-responses -> name-jobs [qualified-responses]: which figures the
    data supports, the range around each one, and every response left
    out with the rule that removed it
  read-responses -> name-committee [reading-for-committee]: the same
    reading. Three branches read one record
  read-responses -> record-language [verbatim-responses]: the
    responses in the words they were given in
  name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
    the responses say each one matters
  name-pains -> name-triggers [the-pains]: each pain, how often it
    happens, and what it costs
  name-triggers -> back-test [persona-to-test]: the persona in the
    form it will be tested in
  name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
    pains and the triggers
  name-committee -> seller-review [the-committee]: the other people in
    the decision, what each of them wants, and who can stop the
    purchase alone
  record-language -> seller-review [buyer-language]: the buyer's own
    words, attributed to the kind of participant who said them
  back-test -> write-persona [back-test-result]: which buyers the
    persona would have matched, and what actually happened to those
    deals
  seller-review -> write-persona [seller-verdict]: what the sellers
    recognized, and everything they said was wrong
  write-persona -> issue-version [drafted-persona]: the persona in the
    wording it was reviewed in, with its profile citation
  issue-version -> hand-over [issued-persona]: the persona at its
    number, and what changed from the version it replaces
  hand-over -> set-review [agent-answers]: what each receiving agent
    said it would change, and the date it said it by
  set-review -> record-learnings [review-conditions]: the review date
    and the conditions that bring the persona back sooner
deviations:
  quote-profile -> take-in-segment [no-agreed-profile]: no agreed
    customer profile covers this segment, so the run waits there until
    one exists
  clear-study -> plan-study [sample-or-question-ruled-out]: legal or
    the consent record rules out part of the sample or one of the
    questions, so the study is planned again
  read-responses -> field-study [too-few-responses]: the study closed
    with fewer responses than the statistician asked for, so more are
    gathered while there is still time
  name-committee -> take-in-segment [wrong-role]: the decision sits
    with a role the persona does not describe, and a different role
    needs its own run
  back-test -> name-jobs [record-does-not-match]: the buyers who
    actually bought do not look like this persona, so the jobs are
    named again
  seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
    do not recognize this buyer, so the jobs are named again from what
    each of them said was wrong
  any -> plan-study [profile-changed]: the customer profile changes
    while the run is open, and a change to the account traits the
    study was sampled against sends the run back to the plan
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sellers and
           legal>
  systems: the agreed customer profile (read), the study record
           (write), the questions and the material shown (write),
           the survey and interview system (trigger),
           the response record (write), the calculation record (write),
           the contact database (read), the consent record (read),
           the customer and revenue record (read),
           analytics platforms (read), the content library (read),
           licensed market data (read, cap: <what may be bought
           without asking>), the meeting calendar (write, cap: <how
           many sessions may be set without asking>),
           the evidence store (write), the standards store (write),
           the review schedule (write), the notification channel
           (write)
  data:    the named segment, the agreed customer profile at its
           version, <your account and revenue history> over <what
           period>, the terms attached to every data set the study
           rests on
policy:
  the persona cites the agreed customer profile at its version and does
    not repeat the account traits that profile already carries. A
    persona that contradicts the profile it cites is not recorded
  a persona describes one role. A persona that turns out to describe
    two roles is split into two personas
  every job, pain and trigger carries the responses recorded under it,
    and one that carries none is marked as unevidenced
  nobody is reached for the study beyond what the consent record
    covers, and the consent-manager's finding is kept with the study
  a finding resting on fewer responses than the statistician said the
    study needed is marked as such, and <who> decides whether it stays
  a quotation is attributed to the kind of participant who said it, and
    no quotation is composed from more than one participant
  the people who talk to buyers read the persona before it is recorded,
    and what they said was wrong is recorded with it
  the run does not close until every agent that writes to this buyer or
    targets them has said what it changes, and an agent that changes
    nothing says why
  a recorded persona is never edited in place. A change goes in as a
    new version, and the version it replaces stays readable
measures:
  cycle time: <target> from the segment to the recorded persona
  evidence coverage: <share> of the jobs, pains and triggers that carry
                     responses recorded under them
  recognition: <share> of the sellers who read the persona and said
               they recognize this buyer
  fit: <share> of the opportunities opened since the persona was agreed
       that began with a trigger the persona names, read on the review
       date
  quality gate: no persona is recorded without its profile citation,
                its evidence, and an answer from every agent that reads
                it
```
Take it somewhere

Use this process in CrewAI Flows

Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current CrewAI documentation, then writes two files: the flow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.

430 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable CrewAI Flow:
one Python file with a Pydantic state model, one Flow subclass, @start,
@listen, @router and a durable human feedback provider.

The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:

  https://agentcatalog.com/spec/agent-processes

Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.

Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:

  https://docs.crewai.com/en/concepts/flows
    Flow, @start, @listen, @router, and_, or_, state, kickoff, plot
  https://docs.crewai.com/en/learn/human-feedback-in-flows
    @human_feedback, the provider protocol, from_pending and resume
  https://docs.crewai.com/en/guides/flows/mastering-flow-state
    @persist and what persistence actually promises, which is less than it sounds

WHAT THE DOCUMENT ASKS FOR

These hold wherever the process lands, and they matter more than style.

1. Each phase under `phases:` becomes one step, and keeps its name.

2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
   Reading it as "either" is the defect the specification calls out by name.

3. Every handoff carries a key in square brackets. Each key becomes one field
   on the run's state, named exactly as the key with hyphens turned into
   underscores, and the sentence beside it becomes that field's comment. The key
   is the stable name; the sentence is prose that may be rewritten.

4. A phase MUST NOT begin before its inbound handoff exists. Where that is
   checkable, check it in the step rather than assuming it.

5. `automation: never` is a gate a person signs. The run stops there and does
   not continue until a person's decision comes back. Do not turn one into a
   notification, a log line, or an automatic transition, whatever the queue
   looks like.

6. Each line under `deviations:` is a backward or sideways edge, returning to
   the phase named on the right. The key in brackets names it, and that name
   belongs in the code.

7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
   exception edge: it is entered when those phases FAIL, not when they succeed.
   Do not wire it as an ordinary successor.

8. Anything in angle brackets is a blank the adopting organization fills in.
   Leave each one as a named constant at the top of the file with a TODO. Do not
   invent a value, a threshold or a date.

9. Record the document's `from:` line at the top of the file, so it says which
   reference process and which version it was generated from.

10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
    process rather than at one point in it, and a run may not close while one is
    unfinished. Say in the code what you did about them, including if the answer
    is that the runtime has nowhere to put them.

HOW THAT LOOKS IN CREWAI FLOWS

11. Build a Flow, not a Crew. A Crew is a team of roles with no graph, no join,
    no persistence handle and no gate, and cannot express this document at all.
    Each phase is one method on a single `Flow` subclass, keeping its name with
    hyphens turned into underscores. A phase that genuinely needs role-based agents
    builds its own Crew inside its own method body, and the Flow stays the graph.

12. Declare the state as a Pydantic model bound as the type parameter,
    `class NegotiateTheAgreement(Flow[NegotiationState])`, and read and write
    `self.state.field`. Never use the untyped dict form: the handoff keys are this
    process's memory, and an untyped dict turns a misspelt key into a handoff that
    is silently absent. Keep the auto-injected `id` field, which is what every
    resume depends on.

13. `after: a` is `@listen(a)`. `after: a + b` is `@listen(and_(a, b))`. Never
    write `or_` where the document writes `+`.

14. Check every inbound handoff at the top of the method and raise if one is
    missing. `@listen` says when a method may run and says nothing about what is
    in hand when it does.

15. The join is the trap, and it is proven rather than theoretical. `and_()`
    empties its accumulator the moment it fires, so re-entering BOTH arms works
    forever, and re-entering ONE arm after it has fired leaves it holding a single
    trigger and waiting for the other for good. The cascade drains, CrewAI prints
    that the flow completed, and `kickoff()` returns normally. So for any joining
    phase that a deviation can send work back into, do not use `and_()` at all:
    make the join a `@router` that both arms trigger, which reads the state fields
    and emits its label only when every inbound handoff is present. A router is
    re-evaluated against durable state every time and is never suppressed by the
    once-fired set.

16. Do not write a phase as `@listen(or_(and_(a, b), "some_label"))`. There is
    one accumulator per listener, shared across every branch of its condition and
    wiped when any branch satisfies, so the label firing while the join is half
    full erases the arm that had already arrived.

17. `automation: never` is `@human_feedback(message=..., provider=...)` stacked
    under the method's `@listen`, with a provider whose `request_feedback` raises
    `HumanFeedbackPending`. The run then persists, returns that object from
    `kickoff()`, and a different process answers later with `from_pending(flow_id,
    persistence)` and `resume(text)`. Do not take the default `ConsoleProvider`,
    which calls `input()`: that gate exists only while somebody is watching a
    terminal, and a run started by a scheduler either hangs or takes an empty
    string.

18. Silence must not approve, and the platform's default is that it does. With
    `emit=[...]` set, an empty resume collapses to `default_outcome`, or to the
    first label when that is unset, with no model consulted and nobody named. Treat
    an empty or unrecognised answer as a refusal in your own router. And write the
    approver's name and the time onto the state yourself, because
    `HumanFeedbackResult` carries the text, the outcome and a timestamp but has no
    field for the person, which the specification requires.

19. Each line under `deviations:` is a `@router` named after the key, returning
    a label named after the same key, with the target subscribing as
    `@listen(or_(normal_trigger, "the_label"))`. Route rather than listen
    directly, because a router is re-evaluated on every cycle while a top-level
    `or_` listener is suppressed after it first fires.

20. An exception edge is a `try` and `except` around the failing phase's body,
    recording the failure on the state and emitting an exception label from a
    router. Wiring it as `@listen(or_(x, y))` fires when those phases SUCCEED, so
    the clearing phase would run on every healthy run.

21. An unimplemented phase is a method with the document's own sentence as its
    docstring and a bare `pass`, which is safe because listeners still fire on a
    `None` return. An unimplemented `@router` is not safe: returning `None` emits
    no label, every phase below it disappears from the run including the gates, and
    the flow reports success. A stub router must return a hard-coded label with a
    TODO beside it, or raise.

22. Turn persistence on with `@persist(SQLiteFlowPersistence(...))`, then treat
    every phase that performs a real act as something that will run twice.
    Persistence saves the state fields and nothing else, so a restart rehydrates
    the data and runs the graph again from `@start`: a flow that had already sent a
    written refusal sends a second one. Guard each acting phase with a state field
    it checks and sets.

23. There are no timers, no deadlines and no cadences, and `run-scoped:` has no
    counterpart at all. Put each `by:` value as a named constant, name the
    run-scoped lines in the module docstring as unimplemented obligations, and say
    in the fidelity note that no deadline in this document is enforced by anything.
    These absences produce no diagnostic whatsoever, which is exactly why they have
    to be written down.

Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.

It has three parts.

**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.

**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.

**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.

Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.

Here is the process document.

```
PROCESS: buyer persona                id: <team>/buyer-persona   v1
from: ref/mkt/buyer-persona v1
owner: <who>                          effective: <date>
trigger: a priority segment is named in <your planning process>, or the
         review date on a recorded persona arrives
         watch: record=<the segment> system=<your planning process>
                change=<a segment is named as a priority>
         or watch: record=<the recorded persona>
                system=<where the review dates are kept>
                change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
             segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
      that person is trying to get done, the pains in the way of them,
      the events that start the buying, and the other people who have
      to agree, each with the responses recorded under it, and cited
      against the customer profile the segment already has
phases:
  take-in-segment  - convenes briefing: which segment, which role
                     inside it, what the persona has to settle, and the
                     date the answer is due
                     owner: audience-manager     after: trigger
                     automation: <level>
  quote-profile    - human: name the agreed customer profile the
                     persona sits inside and the version of it, and
                     read the account traits from there
                     owner: audience-manager     after: take-in-segment
                     automation: <level>
  gather-known     - human: the research the organization already has
                     on this role, and the published work on it
                     owner: researcher           after: take-in-segment
                     by: <days>                  automation: <level>
  read-behavior    - human: what people in this role already do on the
                     site, in the product and with what gets sent them
                     owner: analytics            after: take-in-segment
                     by: <days>                  automation: <level>
  plan-study       - human: the method, who is sampled and how the
                     sample is drawn, every question in the order it is
                     asked, and how many responses it needs
                     owner: study-manager
                     after: quote-profile + gather-known + read-behavior
                     by: <days>                  automation: <level>
  clear-study      - convenes approval: the consent-manager scores the
                     sample and the questions against the rules in
                     force, and <your legal role> signs
                     owner: <your legal role>    after: plan-study
                     by: <days>                  automation: never
  field-study      - runs collect-and-report: the interviews are held
                     and the survey is put to the cleared sample
                     owner: study-manager        after: clear-study
                     by: <days>                  automation: <level>
  read-responses   - system: which responses count, which were left out
                     and under which rule, what each figure is and the
                     range around it
                     owner: statistician         after: field-study
                     automation: <level>
  name-jobs        - human: what this person is trying to get done, in
                     the order the responses say each one matters
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  name-pains       - human: what gets in the way of each job, how often
                     it happens, and what it costs the person and the
                     organization
                     owner: study-manager        after: name-jobs
                     by: <days>                  automation: <level>
  name-triggers    - human: the events that start this person looking
                     for an answer, and how long the looking runs
                     owner: audience-manager     after: name-pains
                     by: <days>                  automation: <level>
  name-committee   - human: who else has to agree before anything is
                     bought, what each of them wants, and who can stop
                     the purchase on their own
                     owner: audience-manager     after: read-responses
                     by: <days>                  automation: <level>
  record-language  - human: the words this person uses for the problem
                     and for the answer, each attributed to the kind of
                     participant who said it
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  back-test        - system: the persona run backwards over the record,
                     to see whether the buyers who actually bought look
                     like the person described
                     owner: forecaster           after: name-triggers
                     by: <days>                  automation: <level>
  seller-review    - convenes approval: the people who talk to buyers
                     read the persona and say whether they recognize
                     this buyer, naming what is wrong where they do not
                     owner: audience-manager
                     after: name-triggers + name-committee +
                            record-language
                     by: <days>                  automation: never
  write-persona    - human: the jobs, the pains, the triggers, the
                     other people in the decision, the language, and
                     the responses recorded under each of them
                     owner: audience-manager
                     after: back-test + seller-review
                     automation: <level>
  issue-version    - human: the persona issued as a numbered version,
                     with the version it replaces left readable
                     owner: standards-keeper     after: write-persona
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that writes
                     to this buyer or targets them hears the persona at
                     once and says what it changes because of it
                     owner: audience-manager     after: issue-version
                     by: <days>                  automation: <level>
  set-review       - human: the date the persona comes back up, and the
                     conditions that would bring it back sooner
                     owner: audience-manager     after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: audience-manager     after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call             owner: audience-manager
                every: <cadence>
                from: take-in-segment   until: hand-over
  sample      - runs roll-call             owner: study-manager
                every: <cadence>
                from: field-study       until: read-responses
handoffs:
  take-in-segment -> quote-profile / gather-known / read-behavior
    [segment-and-role]: the segment, the role inside it, what each
    agent owes, and the date it is owed. Three agents read one record
  quote-profile -> plan-study [account-profile]: the profile id and
    its version, and the account traits as that profile states them
  gather-known -> plan-study [what-is-known]: what is already known
    about this role, with a source line under every fact and the date
    it was read
  read-behavior -> plan-study [behavioral-record]: what people in this
    role already do, with the systems the numbers came from
  plan-study -> clear-study [study-plan]: the sample, every question
    at its version, and every piece of material anybody will be shown
  clear-study -> field-study [cleared-sample]: the sample the consent
    record covers and the questions that were signed, at the version
    they were signed at
  field-study -> read-responses [responses]: every response as it was
    given, with its date and the question version it answered
  read-responses -> name-jobs [qualified-responses]: which figures the
    data supports, the range around each one, and every response left
    out with the rule that removed it
  read-responses -> name-committee [reading-for-committee]: the same
    reading. Three branches read one record
  read-responses -> record-language [verbatim-responses]: the
    responses in the words they were given in
  name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
    the responses say each one matters
  name-pains -> name-triggers [the-pains]: each pain, how often it
    happens, and what it costs
  name-triggers -> back-test [persona-to-test]: the persona in the
    form it will be tested in
  name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
    pains and the triggers
  name-committee -> seller-review [the-committee]: the other people in
    the decision, what each of them wants, and who can stop the
    purchase alone
  record-language -> seller-review [buyer-language]: the buyer's own
    words, attributed to the kind of participant who said them
  back-test -> write-persona [back-test-result]: which buyers the
    persona would have matched, and what actually happened to those
    deals
  seller-review -> write-persona [seller-verdict]: what the sellers
    recognized, and everything they said was wrong
  write-persona -> issue-version [drafted-persona]: the persona in the
    wording it was reviewed in, with its profile citation
  issue-version -> hand-over [issued-persona]: the persona at its
    number, and what changed from the version it replaces
  hand-over -> set-review [agent-answers]: what each receiving agent
    said it would change, and the date it said it by
  set-review -> record-learnings [review-conditions]: the review date
    and the conditions that bring the persona back sooner
deviations:
  quote-profile -> take-in-segment [no-agreed-profile]: no agreed
    customer profile covers this segment, so the run waits there until
    one exists
  clear-study -> plan-study [sample-or-question-ruled-out]: legal or
    the consent record rules out part of the sample or one of the
    questions, so the study is planned again
  read-responses -> field-study [too-few-responses]: the study closed
    with fewer responses than the statistician asked for, so more are
    gathered while there is still time
  name-committee -> take-in-segment [wrong-role]: the decision sits
    with a role the persona does not describe, and a different role
    needs its own run
  back-test -> name-jobs [record-does-not-match]: the buyers who
    actually bought do not look like this persona, so the jobs are
    named again
  seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
    do not recognize this buyer, so the jobs are named again from what
    each of them said was wrong
  any -> plan-study [profile-changed]: the customer profile changes
    while the run is open, and a change to the account traits the
    study was sampled against sends the run back to the plan
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sellers and
           legal>
  systems: the agreed customer profile (read), the study record
           (write), the questions and the material shown (write),
           the survey and interview system (trigger),
           the response record (write), the calculation record (write),
           the contact database (read), the consent record (read),
           the customer and revenue record (read),
           analytics platforms (read), the content library (read),
           licensed market data (read, cap: <what may be bought
           without asking>), the meeting calendar (write, cap: <how
           many sessions may be set without asking>),
           the evidence store (write), the standards store (write),
           the review schedule (write), the notification channel
           (write)
  data:    the named segment, the agreed customer profile at its
           version, <your account and revenue history> over <what
           period>, the terms attached to every data set the study
           rests on
policy:
  the persona cites the agreed customer profile at its version and does
    not repeat the account traits that profile already carries. A
    persona that contradicts the profile it cites is not recorded
  a persona describes one role. A persona that turns out to describe
    two roles is split into two personas
  every job, pain and trigger carries the responses recorded under it,
    and one that carries none is marked as unevidenced
  nobody is reached for the study beyond what the consent record
    covers, and the consent-manager's finding is kept with the study
  a finding resting on fewer responses than the statistician said the
    study needed is marked as such, and <who> decides whether it stays
  a quotation is attributed to the kind of participant who said it, and
    no quotation is composed from more than one participant
  the people who talk to buyers read the persona before it is recorded,
    and what they said was wrong is recorded with it
  the run does not close until every agent that writes to this buyer or
    targets them has said what it changes, and an agent that changes
    nothing says why
  a recorded persona is never edited in place. A change goes in as a
    new version, and the version it replaces stays readable
measures:
  cycle time: <target> from the segment to the recorded persona
  evidence coverage: <share> of the jobs, pains and triggers that carry
                     responses recorded under them
  recognition: <share> of the sellers who read the persona and said
               they recognize this buyer
  fit: <share> of the opportunities opened since the persona was agreed
       that began with a trigger the persona names, read on the review
       date
  quality gate: no persona is recorded without its profile citation,
                its evidence, and an answer from every agent that reads
                it
```
Take it somewhere

Use this process in Google ADK

Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current ADK documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.

421 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable Google ADK workflow:
one Python file with a Workflow, nodes, routed edges, a JoinNode,
RequestInput gates and a persisting session service.

The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:

  https://agentcatalog.com/spec/agent-processes

Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.

Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:

  https://adk.dev/graphs/routes/
    nodes, tuple chains, Event(route=), JoinNode, back-edges
  https://adk.dev/graphs/human-input/
    RequestInput and the rerun_on_resume handoff
  https://adk.dev/runtime/resume/
    ResumabilityConfig, resuming by invocation id, at-least-once tools
  https://adk.dev/graphs/data-handling/
    Event.output against state, and the selector syntax in instructions

WHAT THE DOCUMENT ASKS FOR

These hold wherever the process lands, and they matter more than style.

1. Each phase under `phases:` becomes one step, and keeps its name.

2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
   Reading it as "either" is the defect the specification calls out by name.

3. Every handoff carries a key in square brackets. Each key becomes one field
   on the run's state, named exactly as the key with hyphens turned into
   underscores, and the sentence beside it becomes that field's comment. The key
   is the stable name; the sentence is prose that may be rewritten.

4. A phase MUST NOT begin before its inbound handoff exists. Where that is
   checkable, check it in the step rather than assuming it.

5. `automation: never` is a gate a person signs. The run stops there and does
   not continue until a person's decision comes back. Do not turn one into a
   notification, a log line, or an automatic transition, whatever the queue
   looks like.

6. Each line under `deviations:` is a backward or sideways edge, returning to
   the phase named on the right. The key in brackets names it, and that name
   belongs in the code.

7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
   exception edge: it is entered when those phases FAIL, not when they succeed.
   Do not wire it as an ordinary successor.

8. Anything in angle brackets is a blank the adopting organization fills in.
   Leave each one as a named constant at the top of the file with a TODO. Do not
   invent a value, a threshold or a date.

9. Record the document's `from:` line at the top of the file, so it says which
   reference process and which version it was generated from.

10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
    process rather than at one point in it, and a run may not close while one is
    unfinished. Say in the code what you did about them, including if the answer
    is that the runtime has nowhere to put them.

HOW THAT LOOKS IN GOOGLE ADK

11. Build a `Workflow` from `google.adk.workflow`, and pin `google-adk>=2.0` in
    a comment. Do not use `SequentialAgent`, `ParallelAgent` or `LoopAgent`: they
    are deprecated in favour of the graph, and they carry their own defects around
    state and control flow. The documentation moved to adk.dev, and anything you
    remember about nesting agents rather than drawing a graph is out of date.

12. Each phase is one node keeping its name. Take the node kind from how the
    phase resolves rather than from taste: a `human:` or `system:` phase is a plain
    Python function node, and a `runs` or `convenes` phase is an `Agent`.

13. `after:` gives the edges, written as tuple chains in `edges=[...]`, and the
    trigger is the `"START"` keyword. Take the order only from `after:` lines and
    never from the order the phases are listed in.

14. `after: a + b` is a `JoinNode`, and it must be guarded, because this is the
    worst trap of any runtime here. The join fires when every static predecessor is
    marked COMPLETED, nothing ever un-completes a node, and stored outputs are
    never cleared. So after a deviation re-runs one arm, the join fires the instant
    that arm finishes and hands the next phase LAST PASS'S value for every arm that
    did not re-run. It does not stall, it proceeds with stale data, and nothing
    logs. Stamp each arm's output with a pass counter or a content hash, and have
    the phase after the join compare the stamps and refuse to run when they
    disagree.

15. Each line under `deviations:` is a routed back-edge: a router after the
    phase on the left returning `Event(route=...)`, named after the key in
    brackets, with one arm going back to the phase on the right and one going
    forward. An unconditional cycle raises at construction, which is the one place
    this model checks your work. Nothing budgets a routed cycle, so add your own
    count and stop rather than looping forever.

16. Give every router an explicit `DEFAULT_ROUTE` arm, and route it to a phase
    that stops and asks a person. A route value matching no key writes a log
    warning, ends that branch, and lets the run finish reporting success with the
    rest of the process never having happened.

17. `automation: never` is a `RequestInput` node of its own, never an `Agent`
    asking a question. Decorate it `@node(rerun_on_resume=False)` and yield
    `RequestInput(message=..., payload=..., response_schema=...)`, so the run
    stops, persists, and delivers the person's answer to the node's successor as
    its typed input. A resumed workflow runs its tools at least once, so any
    irreversible act needs its own duplicate guard.

18. Make the gates durable or say plainly that they are not. Wrap the graph in
    `App(..., resumability_config=ResumabilityConfig(is_resumable=True))` and pass
    a persisting session service, never the in-memory one. Note in the file that
    the command line and the web UI cannot resume a run, so whoever releases these
    gates needs an operator surface that somebody has to write.

19. Every `Agent` in the graph gets `mode="single_turn"` and no `sub_agents`.
    A non-empty `sub_agents` list silently adds a transfer tool, and a model that
    uses it runs a different agent in this node's place while the graph's outgoing
    edge fires on schedule regardless: the topology is honoured perfectly and the
    work belongs to somebody else.

20. Model failure as a route, not as an exception. A node that raises does not
    propagate: the failure is caught, recorded, and shuts the workflow down without
    raising to the caller. So a phase that can fail catches its own failure and
    returns `Event(route="could-not-finish")`, and the exception phase hangs off
    that arm.

21. Keep every blank as a named module-level constant and never interpolate one
    into an `instruction=` string. Angle brackets and curly braces are ADK's own
    data selector syntax inside instructions, so a blank pasted verbatim stops
    being a blank and becomes a selector.

22. `by:` and `not-before:` have no expression, and `@node(timeout=)` is not
    one: it is an in-process wall clock that cancels the node and, because failures
    are swallowed, ends the run silently rather than recording a missed deadline.
    Nothing in `run-scoped:` has an expression either, and it must not be faked as
    an ordinary node, because a node has to be reached and has to finish before
    anything downstream starts, which is the opposite of what those lines mean.
    Leave both out of the graph and name them in the fidelity note.

Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.

It has three parts.

**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.

**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.

**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.

Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.

Here is the process document.

```
PROCESS: buyer persona                id: <team>/buyer-persona   v1
from: ref/mkt/buyer-persona v1
owner: <who>                          effective: <date>
trigger: a priority segment is named in <your planning process>, or the
         review date on a recorded persona arrives
         watch: record=<the segment> system=<your planning process>
                change=<a segment is named as a priority>
         or watch: record=<the recorded persona>
                system=<where the review dates are kept>
                change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
             segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
      that person is trying to get done, the pains in the way of them,
      the events that start the buying, and the other people who have
      to agree, each with the responses recorded under it, and cited
      against the customer profile the segment already has
phases:
  take-in-segment  - convenes briefing: which segment, which role
                     inside it, what the persona has to settle, and the
                     date the answer is due
                     owner: audience-manager     after: trigger
                     automation: <level>
  quote-profile    - human: name the agreed customer profile the
                     persona sits inside and the version of it, and
                     read the account traits from there
                     owner: audience-manager     after: take-in-segment
                     automation: <level>
  gather-known     - human: the research the organization already has
                     on this role, and the published work on it
                     owner: researcher           after: take-in-segment
                     by: <days>                  automation: <level>
  read-behavior    - human: what people in this role already do on the
                     site, in the product and with what gets sent them
                     owner: analytics            after: take-in-segment
                     by: <days>                  automation: <level>
  plan-study       - human: the method, who is sampled and how the
                     sample is drawn, every question in the order it is
                     asked, and how many responses it needs
                     owner: study-manager
                     after: quote-profile + gather-known + read-behavior
                     by: <days>                  automation: <level>
  clear-study      - convenes approval: the consent-manager scores the
                     sample and the questions against the rules in
                     force, and <your legal role> signs
                     owner: <your legal role>    after: plan-study
                     by: <days>                  automation: never
  field-study      - runs collect-and-report: the interviews are held
                     and the survey is put to the cleared sample
                     owner: study-manager        after: clear-study
                     by: <days>                  automation: <level>
  read-responses   - system: which responses count, which were left out
                     and under which rule, what each figure is and the
                     range around it
                     owner: statistician         after: field-study
                     automation: <level>
  name-jobs        - human: what this person is trying to get done, in
                     the order the responses say each one matters
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  name-pains       - human: what gets in the way of each job, how often
                     it happens, and what it costs the person and the
                     organization
                     owner: study-manager        after: name-jobs
                     by: <days>                  automation: <level>
  name-triggers    - human: the events that start this person looking
                     for an answer, and how long the looking runs
                     owner: audience-manager     after: name-pains
                     by: <days>                  automation: <level>
  name-committee   - human: who else has to agree before anything is
                     bought, what each of them wants, and who can stop
                     the purchase on their own
                     owner: audience-manager     after: read-responses
                     by: <days>                  automation: <level>
  record-language  - human: the words this person uses for the problem
                     and for the answer, each attributed to the kind of
                     participant who said it
                     owner: study-manager        after: read-responses
                     by: <days>                  automation: <level>
  back-test        - system: the persona run backwards over the record,
                     to see whether the buyers who actually bought look
                     like the person described
                     owner: forecaster           after: name-triggers
                     by: <days>                  automation: <level>
  seller-review    - convenes approval: the people who talk to buyers
                     read the persona and say whether they recognize
                     this buyer, naming what is wrong where they do not
                     owner: audience-manager
                     after: name-triggers + name-committee +
                            record-language
                     by: <days>                  automation: never
  write-persona    - human: the jobs, the pains, the triggers, the
                     other people in the decision, the language, and
                     the responses recorded under each of them
                     owner: audience-manager
                     after: back-test + seller-review
                     automation: <level>
  issue-version    - human: the persona issued as a numbered version,
                     with the version it replaces left readable
                     owner: standards-keeper     after: write-persona
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that writes
                     to this buyer or targets them hears the persona at
                     once and says what it changes because of it
                     owner: audience-manager     after: issue-version
                     by: <days>                  automation: <level>
  set-review       - human: the date the persona comes back up, and the
                     conditions that would bring it back sooner
                     owner: audience-manager     after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: audience-manager     after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call             owner: audience-manager
                every: <cadence>
                from: take-in-segment   until: hand-over
  sample      - runs roll-call             owner: study-manager
                every: <cadence>
                from: field-study       until: read-responses
handoffs:
  take-in-segment -> quote-profile / gather-known / read-behavior
    [segment-and-role]: the segment, the role inside it, what each
    agent owes, and the date it is owed. Three agents read one record
  quote-profile -> plan-study [account-profile]: the profile id and
    its version, and the account traits as that profile states them
  gather-known -> plan-study [what-is-known]: what is already known
    about this role, with a source line under every fact and the date
    it was read
  read-behavior -> plan-study [behavioral-record]: what people in this
    role already do, with the systems the numbers came from
  plan-study -> clear-study [study-plan]: the sample, every question
    at its version, and every piece of material anybody will be shown
  clear-study -> field-study [cleared-sample]: the sample the consent
    record covers and the questions that were signed, at the version
    they were signed at
  field-study -> read-responses [responses]: every response as it was
    given, with its date and the question version it answered
  read-responses -> name-jobs [qualified-responses]: which figures the
    data supports, the range around each one, and every response left
    out with the rule that removed it
  read-responses -> name-committee [reading-for-committee]: the same
    reading. Three branches read one record
  read-responses -> record-language [verbatim-responses]: the
    responses in the words they were given in
  name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
    the responses say each one matters
  name-pains -> name-triggers [the-pains]: each pain, how often it
    happens, and what it costs
  name-triggers -> back-test [persona-to-test]: the persona in the
    form it will be tested in
  name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
    pains and the triggers
  name-committee -> seller-review [the-committee]: the other people in
    the decision, what each of them wants, and who can stop the
    purchase alone
  record-language -> seller-review [buyer-language]: the buyer's own
    words, attributed to the kind of participant who said them
  back-test -> write-persona [back-test-result]: which buyers the
    persona would have matched, and what actually happened to those
    deals
  seller-review -> write-persona [seller-verdict]: what the sellers
    recognized, and everything they said was wrong
  write-persona -> issue-version [drafted-persona]: the persona in the
    wording it was reviewed in, with its profile citation
  issue-version -> hand-over [issued-persona]: the persona at its
    number, and what changed from the version it replaces
  hand-over -> set-review [agent-answers]: what each receiving agent
    said it would change, and the date it said it by
  set-review -> record-learnings [review-conditions]: the review date
    and the conditions that bring the persona back sooner
deviations:
  quote-profile -> take-in-segment [no-agreed-profile]: no agreed
    customer profile covers this segment, so the run waits there until
    one exists
  clear-study -> plan-study [sample-or-question-ruled-out]: legal or
    the consent record rules out part of the sample or one of the
    questions, so the study is planned again
  read-responses -> field-study [too-few-responses]: the study closed
    with fewer responses than the statistician asked for, so more are
    gathered while there is still time
  name-committee -> take-in-segment [wrong-role]: the decision sits
    with a role the persona does not describe, and a different role
    needs its own run
  back-test -> name-jobs [record-does-not-match]: the buyers who
    actually bought do not look like this persona, so the jobs are
    named again
  seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
    do not recognize this buyer, so the jobs are named again from what
    each of them said was wrong
  any -> plan-study [profile-changed]: the customer profile changes
    while the run is open, and a change to the account traits the
    study was sampled against sends the run back to the plan
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sellers and
           legal>
  systems: the agreed customer profile (read), the study record
           (write), the questions and the material shown (write),
           the survey and interview system (trigger),
           the response record (write), the calculation record (write),
           the contact database (read), the consent record (read),
           the customer and revenue record (read),
           analytics platforms (read), the content library (read),
           licensed market data (read, cap: <what may be bought
           without asking>), the meeting calendar (write, cap: <how
           many sessions may be set without asking>),
           the evidence store (write), the standards store (write),
           the review schedule (write), the notification channel
           (write)
  data:    the named segment, the agreed customer profile at its
           version, <your account and revenue history> over <what
           period>, the terms attached to every data set the study
           rests on
policy:
  the persona cites the agreed customer profile at its version and does
    not repeat the account traits that profile already carries. A
    persona that contradicts the profile it cites is not recorded
  a persona describes one role. A persona that turns out to describe
    two roles is split into two personas
  every job, pain and trigger carries the responses recorded under it,
    and one that carries none is marked as unevidenced
  nobody is reached for the study beyond what the consent record
    covers, and the consent-manager's finding is kept with the study
  a finding resting on fewer responses than the statistician said the
    study needed is marked as such, and <who> decides whether it stays
  a quotation is attributed to the kind of participant who said it, and
    no quotation is composed from more than one participant
  the people who talk to buyers read the persona before it is recorded,
    and what they said was wrong is recorded with it
  the run does not close until every agent that writes to this buyer or
    targets them has said what it changes, and an agent that changes
    nothing says why
  a recorded persona is never edited in place. A change goes in as a
    new version, and the version it replaces stays readable
measures:
  cycle time: <target> from the segment to the recorded persona
  evidence coverage: <share> of the jobs, pains and triggers that carry
                     responses recorded under them
  recognition: <share> of the sellers who read the persona and said
               they recognize this buyer
  fit: <share> of the opportunities opened since the persona was agreed
       that began with a trigger the persona names, read on the review
       date
  quality gate: no persona is recorded without its profile citation,
                its evidence, and an answer from every agent that reads
                it
```
One run

A simulation of one run

The activities are on the left, whoever is doing the active one is on the right, and the record of the run builds up as it goes.

This run is built from the same rows as the diagram above: the left column is the activity list, the captions are the activity lines, the cast is the roster, and the labels on the wires are what the handoffs say actually passes.

Adoption

What you fill in

51 blanks to fill. Everything else is the process.

this process from: ref/mkt/buyer-persona v1 Copy this line into your own document. It never claims this process is running anywhere; it records which draft yours started from, and it is what lets the catalog tell you when this one changes.

The header. Your own id, an owner, and the date it takes effect. One line records where it came from, and that line is what lets the catalog tell you when this reference process changes.

The roster. Which agent takes each activity, and which person takes each of the human ones. The process already names what it needs, so this is a lookup rather than a design exercise.

The numbers. Dates, budgets, cadences, and the targets in the measures block. Nothing here can be a reference value, because a target nobody chose is a target nobody meets.