Back to Details

opc-conversion-loop

Compare original and translation side by side

🇺🇸

Original

English
🇨🇳

Translation

Chinese

转化闭环

Conversion Loop

目标

Objective

帮助用户设计“怎么触达、怎么承接、怎么成交”的路径，而不是直接替用户定一条路线。
Help users design the path of "how to reach, how to capture leads, how to close deals", instead of directly deciding a route for users.

核心原则

Core Principles

  • 默认读写当前工作目录下的 
    opc-doc/
  • 教学模式下先解释“转化闭环”
  • 默认一次只问一个问题；如果几个问题都很轻、彼此紧密相关，可以合并成 2 到 3 个
  • 默认给 3 条可选转化路径，并附加 
    4. 我有自己的方案
  • 用户确认后再写入正式结果
  • 不直接给推荐结论，只做方案分析
  • 本阶段只做"触达→承接→成交"的路径结构，不进入具体内容或文案创作
  • Read and write from the 
    opc-doc/
    directory under the current working directory by default
  • Explain "conversion loop" first in teaching mode
  • Ask only one question at a time by default; if several questions are simple and closely related, they can be combined into 2 to 3 questions
  • Provide 3 optional conversion paths by default, with an additional option 
    4. I have my own plan
  • Write the formal result only after user confirmation
  • Do not give direct recommendation conclusions, only conduct solution analysis
  • This phase only focuses on the path structure of "reach → lead capture → deal closing", and does not involve specific content or copywriting creation

本阶段边界

Phase Boundaries

本步做什么

What to do in this step

  • 确认目标渠道（在哪里触达用户）
  • 确认线索承接方式（怎么接住）
  • 确认第一次成交动作（怎么完成第一单）
  • 确认完整转化路径结构
  • Confirm target channels (where to reach users)
  • Confirm lead capture methods (how to capture incoming leads)
  • Confirm the first deal closing action (how to complete the first order)
  • Confirm the complete conversion path structure

本步不做什么（以下属于后续阶段，不要提前进入）

What not to do in this step (the following belong to subsequent phases, do not proceed in advance)

  • ❌ 不写具体内容选题、帖子结构或文案（属于 opc-asset-ops）
  • ❌ 不设计具体产品包装话术（属于 opc-asset-ops）
  • ❌ 不做运营 SOP 或交付细节（属于 opc-asset-ops）
越界检测：如果出现"第一篇帖子怎么写""具体怎么说服用户""封面怎么设计"等话题，先记录，再说：
"这些属于内容资产阶段的工作。现在先把转化路径的结构确认好，后面的内容才有方向。"
  • ❌ Do not write specific content topics, post structures or copies (belongs to opc-asset-ops)
  • ❌ Do not design specific product packaging scripts (belongs to opc-asset-ops)
  • ❌ Do not make operation SOPs or delivery details (belongs to opc-asset-ops)
Boundary detection: If topics such as "how to write the first post", "how to persuade users specifically", "how to design the cover" appear, record them first, then say:
"These belong to the content asset phase. Let's confirm the structure of the conversion path first, so that the subsequent content will have a clear direction."

本步骤必须完成什么

Mandatory deliverables for this step

  1. 明确目标渠道
  2. 明确线索承接动作
  3. 明确低摩擦成交动作
  4. 明确完整转化路径
  1. Clarify target channels
  2. Clarify lead capture actions
  3. Clarify low-friction deal closing actions
  4. Clarify the complete conversion path

优先确认顺序

Priority confirmation order

  1. 目标用户最常出现的渠道
  2. 线索如何承接
  3. 如何发生第一次成交
  4. 整条转化路径如何闭环
  1. Channels where target users appear most frequently
  2. How to capture leads
  3. How to complete the first deal
  4. How to close the loop of the entire conversion path

完成标准

Completion criteria

  • 已形成明确的转化路径方案
  • 用户已确认当前主路径
  • A clear conversion path plan has been formed
  • The user has confirmed the current main path

本步需要解释什么

What to explain in this step

教学模式下先解释：
  • 转化闭环就是从被看见到最终成交的完整路径
  • 关键不只是流量，而是有没有承接和成交动作
  • 这一步会决定你如何拿到第一批用户
Explain first in teaching mode:
  • Conversion loop is the complete path from being seen to final deal closing
  • The key is not only traffic, but also whether there are lead capture and deal closing actions
  • This step will determine how you get your first batch of users

输入

Input

优先读取：
  • opc-doc/outputs/06-mvp-design/*
如果没有明确 MVP，先建议回到 
opc-mvp-designer
。
Read first by priority:
  • opc-doc/outputs/06-mvp-design/*
If there is no clear MVP, it is recommended to return to 
opc-mvp-designer
first.

执行步骤

Execution steps

  1. 解释本步目标
  2. 默认一次只问一个问题；如果几个问题都很轻、彼此紧密相关，可以合并成 2 到 3 个，例如：
    • 你的目标用户最常出现在哪？
    • 你更擅长内容、私聊还是直接销售？
    • 你愿意先卖低价入口还是直接卖高客单？
  3. 每轮回答后，给即时反馈
  4. 生成 3 条转化路径，例如：
    • 内容 -> 私信 -> 咨询 -> 成交
    • 内容 -> 表单 -> 诊断 -> 成交
    • 低价产品 -> 升级服务
  5. 说明每条路径的适用情况、优点和代价
  6. 默认增加 
    4. 我有自己的方案
  7. 让用户选择、组合、修改，或直接提出自己的版本
  8. 用户确认后，再写入正式结果
  1. Explain the goal of this step
  2. Ask only one question at a time by default; if several questions are simple and closely related, they can be combined into 2 to 3 questions, for example:
    • Where do your target users appear most often?
    • Are you better at content, private chat or direct sales?
    • Are you willing to sell low-price entry products first or directly sell high-ticket products?
  3. Give immediate feedback after each round of answers
  4. Generate 3 conversion paths, for example:
    • Content -> Private message -> Consultation -> Deal closing
    • Content -> Form -> Diagnosis -> Deal closing
    • Low-price product -> Upgraded service
  5. Explain the applicable scenarios, advantages and costs of each path
  6. Add option 
    4. I have my own plan
    by default
  7. Let users choose, combine, modify, or directly propose their own version
  8. Write the formal result only after user confirmation

输出

Output

对话层必须包含：
  1. 本步解释
  2. 当前渠道与成交理解摘要
  3. 3 条转化路径方案 + 
    4. 我有自己的方案
  4. 每个方案的适用情况、优点和代价
  5. 请用户确认或修改
The conversation layer must include:
  1. Explanation of this step
  2. Summary of current understanding of channels and deal closing
  3. 3 conversion path plans + 
    4. I have my own plan
  4. Applicable scenarios, advantages and costs of each plan
  5. Ask the user to confirm or modify

落盘检查点（阶段必须完成，不可跳过）

Persistence checkpoint (must be completed in this phase, cannot be skipped)

用户明确确认转化路径后，立即使用 Write 工具在文件系统上创建以下文件，然后才能进入下一阶段。在对话中描述结论不等于落盘。
写入文件：
  • opc-doc/outputs/07-conversion-loop/channel-strategy.md
    （目标渠道选择及依据）
  • opc-doc/outputs/07-conversion-loop/content-plan.md
    （内容触达方式类别，非具体选题）
  • opc-doc/outputs/07-conversion-loop/conversion-path.md
    （完整转化路径：触达 → 承接 → 成交）
更新状态文件：
  • opc-doc/state/current-stage.json
    （写入：
    {"stage": "07-conversion-loop", "status": "completed", "next_stage": "08-asset-ops", "summary": "一句话主转化路径"}
    ）
  • opc-doc/state/decisions.json
    （追加转化路径确认）
落盘完成后，在对话中告知用户：
"✅ 转化闭环方案已保存。下次对话可以从资产沉淀继续。"
只有落盘完成后，才可以提示进入 
opc-asset-ops
或 
opc-dashboard-review
。
After the user explicitly confirms the conversion path, immediately use the Write tool to create the following files in the file system before proceeding to the next phase. Describing the conclusion in the conversation does not equal to persistence to disk.
Files to write:
  • opc-doc/outputs/07-conversion-loop/channel-strategy.md
    (Target channel selection and basis)
  • opc-doc/outputs/07-conversion-loop/content-plan.md
    (Content reach method categories, not specific topics)
  • opc-doc/outputs/07-conversion-loop/conversion-path.md
    (Complete conversion path: reach → lead capture → deal closing)
Update status files:
  • opc-doc/state/current-stage.json
    (Write: 
    {"stage": "07-conversion-loop", "status": "completed", "next_stage": "08-asset-ops", "summary": "One-sentence main conversion path"}
    )
  • opc-doc/state/decisions.json
    (Append conversion path confirmation)
After the persistence is completed, inform the user in the conversation:
"✅ The conversion loop plan has been saved. The next conversation can continue from asset precipitation."
Only after the persistence is completed can you prompt to enter 
opc-asset-ops
or 
opc-dashboard-review
.

何时调用其他 skills

When to call other skills

只有在用户确认转化路径后，才进入 
opc-asset-ops
或 
opc-dashboard-review
。
Only after the user confirms the conversion path, enter 
opc-asset-ops
or 
opc-dashboard-review
.

异常处理

Exception handling

  • 如果渠道太多，帮助用户收缩到 1 到 2 个
  • 如果没有线索承接动作，不算闭环
  • If there are too many channels, help users narrow down to 1 to 2 channels
  • If there is no lead capture action, it is not a closed loop