@caoscompanybr/merlin 3.5.0

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Files changed (762) hide show
  1. package/.claude/CLAUDE.md +216 -0
  2. package/.claude/hooks/README-license-gate.md +45 -0
  3. package/.claude/hooks/auto-summarize.js +47 -0
  4. package/.claude/hooks/context-monitor.js +60 -0
  5. package/.claude/hooks/doc-sync.js +111 -0
  6. package/.claude/hooks/license-gate.cjs +59 -0
  7. package/.claude/hooks/session-reset.js +27 -0
  8. package/.claude/hooks/thoughts-indexer.js +80 -0
  9. package/.claude/rules/merlin-constitution.md +27 -0
  10. package/.merlin-core/commands/README.md +19 -0
  11. package/.merlin-core/commands/founder-mode.md +51 -0
  12. package/.merlin-core/commands/git/commit.md +35 -0
  13. package/.merlin-core/commands/git/describe-pr.md +43 -0
  14. package/.merlin-core/commands/git/safe-commit.md +182 -0
  15. package/.merlin-core/commands/implementation/implement-plan.md +129 -0
  16. package/.merlin-core/commands/implementation/oneshot.md +63 -0
  17. package/.merlin-core/commands/implementation/tdd.md +152 -0
  18. package/.merlin-core/commands/planning/create-plan.md +184 -0
  19. package/.merlin-core/commands/planning/iterate-plan.md +45 -0
  20. package/.merlin-core/commands/planning/validate-plan.md +48 -0
  21. package/.merlin-core/commands/research/analyze-issue.md +155 -0
  22. package/.merlin-core/commands/research/research-codebase.md +157 -0
  23. package/.merlin-core/commands/review/adversarial-review.md +112 -0
  24. package/.merlin-core/commands/review/check.md +91 -0
  25. package/.merlin-core/commands/review/debug.md +135 -0
  26. package/.merlin-core/commands/review/doubts.md +178 -0
  27. package/.merlin-core/commands/review/engineering-audit.md +87 -0
  28. package/.merlin-core/commands/review/local-review.md +48 -0
  29. package/.merlin-core/commands/review/verify-goals.md +83 -0
  30. package/.merlin-core/commands/session/capture-feedback.md +74 -0
  31. package/.merlin-core/commands/session/capture-learning.md +155 -0
  32. package/.merlin-core/commands/session/check-objectives.md +85 -0
  33. package/.merlin-core/commands/session/conclude.md +125 -0
  34. package/.merlin-core/commands/session/create-handoff.md +88 -0
  35. package/.merlin-core/commands/session/create-objective.md +111 -0
  36. package/.merlin-core/commands/session/create-process.md +105 -0
  37. package/.merlin-core/commands/session/create-reminder.md +86 -0
  38. package/.merlin-core/commands/session/fast-start.md +261 -0
  39. package/.merlin-core/commands/session/recall-learnings.md +79 -0
  40. package/.merlin-core/commands/session/recall-processes.md +74 -0
  41. package/.merlin-core/commands/session/resume-handoff.md +51 -0
  42. package/.merlin-core/commands/session/run-process.md +53 -0
  43. package/.merlin-core/commands/special/beauty.md +89 -0
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  45. package/.merlin-core/commands/special/elicit.md +98 -0
  46. package/.merlin-core/commands/special/party.md +66 -0
  47. package/.merlin-core/commands/special/scrape.md +78 -0
  48. package/.merlin-core/commands/special/skill-audit.md +128 -0
  49. package/.merlin-core/commands/special/start-here.md +132 -0
  50. package/.merlin-core/constitution.md +442 -0
  51. package/.merlin-core/core/README.md +19 -0
  52. package/.merlin-core/core/alkimia/README.md +20 -0
  53. package/.merlin-core/core/alkimia/context/context-tracker.js +209 -0
  54. package/.merlin-core/core/alkimia/domain/domain-loader.js +215 -0
  55. package/.merlin-core/core/alkimia/engine.js +284 -0
  56. package/.merlin-core/core/alkimia/layers/l0-constitution.js +47 -0
  57. package/.merlin-core/core/alkimia/layers/l1-global.js +58 -0
  58. package/.merlin-core/core/alkimia/layers/l2-agent.js +58 -0
  59. package/.merlin-core/core/alkimia/layers/l3-workflow.js +54 -0
  60. package/.merlin-core/core/alkimia/layers/l4-task.js +45 -0
  61. package/.merlin-core/core/alkimia/layers/l5-squad.js +161 -0
  62. package/.merlin-core/core/alkimia/layers/l6-skill.js +520 -0
  63. package/.merlin-core/core/alkimia/layers/l7-star-command.js +87 -0
  64. package/.merlin-core/core/alkimia/layers/layer-processor.js +78 -0
  65. package/.merlin-core/core/alkimia/mandate.js +46 -0
  66. package/.merlin-core/core/alkimia/memory/doc-sync.js +201 -0
  67. package/.merlin-core/core/alkimia/memory/document-sharder.js +272 -0
  68. package/.merlin-core/core/alkimia/memory/git-history-retriever.js +225 -0
  69. package/.merlin-core/core/alkimia/memory/memory-bridge.js +97 -0
  70. package/.merlin-core/core/alkimia/memory/session-analyzer.js +400 -0
  71. package/.merlin-core/core/alkimia/memory/thoughts-indexer.js +477 -0
  72. package/.merlin-core/core/alkimia/memory/thoughts-provider.js +603 -0
  73. package/.merlin-core/core/alkimia/output/formatter.js +464 -0
  74. package/.merlin-core/core/alkimia/security/content-sanitizer.js +140 -0
  75. package/.merlin-core/core/alkimia/skill-importer.js +440 -0
  76. package/.merlin-core/core/alkimia/squads/default/.synapse/manifest +17 -0
  77. package/.merlin-core/core/alkimia/utils/frontmatter.js +321 -0
  78. package/.merlin-core/core/alkimia/utils/tokens.js +24 -0
  79. package/.merlin-core/core/approval/README.md +16 -0
  80. package/.merlin-core/core/approval/approval-engine.js +380 -0
  81. package/.merlin-core/core/approval/channels/cli-channel.js +50 -0
  82. package/.merlin-core/core/config/README.md +17 -0
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  88. package/.merlin-core/core/config/schemas/core-config.schema.json +41 -0
  89. package/.merlin-core/core/config/schemas/framework-config.schema.json +24 -0
  90. package/.merlin-core/core/config/schemas/local-config.schema.json +23 -0
  91. package/.merlin-core/core/config/schemas/project-config.schema.json +189 -0
  92. package/.merlin-core/core/docs-consistency.js +140 -0
  93. package/.merlin-core/core/events/event-bus.js +344 -0
  94. package/.merlin-core/core/events/hook-handler.js +419 -0
  95. package/.merlin-core/core/execution/README.md +17 -0
  96. package/.merlin-core/core/execution/attempt-journal.js +380 -0
  97. package/.merlin-core/core/execution/autonomous-build-loop.js +637 -0
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  101. package/.merlin-core/core/execution/cron-engine.js +247 -0
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  103. package/.merlin-core/core/execution/env-preflight.js +423 -0
  104. package/.merlin-core/core/execution/guardrail-engine.js +745 -0
  105. package/.merlin-core/core/execution/heartbeat-engine.js +198 -0
  106. package/.merlin-core/core/execution/model-router.js +282 -0
  107. package/.merlin-core/core/execution/parallel-executor.js +378 -0
  108. package/.merlin-core/core/execution/parallel-monitor.js +201 -0
  109. package/.merlin-core/core/execution/party-session.js +311 -0
  110. package/.merlin-core/core/execution/rate-limit-manager.js +152 -0
  111. package/.merlin-core/core/execution/result-aggregator.js +215 -0
  112. package/.merlin-core/core/execution/semantic-merge-engine.js +320 -0
  113. package/.merlin-core/core/execution/subagent-dispatcher.js +721 -0
  114. package/.merlin-core/core/execution/success-verifier.js +227 -0
  115. package/.merlin-core/core/execution/task-metadata.js +105 -0
  116. package/.merlin-core/core/execution/team-executor.js +195 -0
  117. package/.merlin-core/core/execution/two-tier-editor.js +290 -0
  118. package/.merlin-core/core/execution/version-snapshot.js +294 -0
  119. package/.merlin-core/core/execution/wave-executor.js +224 -0
  120. package/.merlin-core/core/health-check/health-engine.js +415 -0
  121. package/.merlin-core/core/licensing/activation.js +281 -0
  122. package/.merlin-core/core/licensing/crc.js +103 -0
  123. package/.merlin-core/core/licensing/entitlement.js +99 -0
  124. package/.merlin-core/core/licensing/fingerprint.js +104 -0
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  127. package/.merlin-core/core/licensing/key.js +144 -0
  128. package/.merlin-core/core/licensing/license.js +212 -0
  129. package/.merlin-core/core/mcp/README.md +16 -0
  130. package/.merlin-core/core/mcp/browser-capability.js +191 -0
  131. package/.merlin-core/core/mcp/capability-mapper.js +92 -0
  132. package/.merlin-core/core/mcp/mcp-connector.js +278 -0
  133. package/.merlin-core/core/mcp/mcp-registry.js +101 -0
  134. package/.merlin-core/core/orchestration/README.md +17 -0
  135. package/.merlin-core/core/orchestration/agent-invoker.js +456 -0
  136. package/.merlin-core/core/orchestration/condition-evaluator.js +250 -0
  137. package/.merlin-core/core/orchestration/decision-tree.js +192 -0
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  154. package/.merlin-core/core/quality-gates/README.md +17 -0
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  160. package/.merlin-core/development/README.md +17 -0
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@@ -0,0 +1,324 @@
1
+ # Marketing Strategy Frameworks & Research Templates
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+
3
+ > Reference for the digital-marketing skill. Strategy, research, and analysis frameworks.
4
+ > Adapted marketing-strategy frameworks for the Merlin ecosystem.
5
+
6
+ ## Strategy Frameworks
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+
8
+ ### SWOT Analysis (Applied with Evidence)
9
+
10
+ Unlike generic SWOT, every item must have evidence:
11
+
12
+ ```
13
+ STRENGTHS (with proof)
14
+ - [Strength]: [Evidence — metric, testimonial, or fact]
15
+
16
+ WEAKNESSES (with impact)
17
+ - [Weakness]: [Impact on business — revenue lost, opportunities missed]
18
+
19
+ OPPORTUNITIES (with viability)
20
+ - [Opportunity]: [Viability score 1-5, timeline, required investment]
21
+
22
+ THREATS (with probability)
23
+ - [Threat]: [Probability: high/medium/low, impact if realized]
24
+ ```
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+
26
+ ### Porter's 5 Forces (Digital Marketing Applied)
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+
28
+ | Force | Analysis Questions |
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+ | ------------------ | -------------------------------------------------------------------------- |
30
+ | **Rivalry** | How many competitors? How aggressive is their ad spend? Price wars? |
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+ | **New Entrants** | How easy to start a competing business? Low barriers = more threat |
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+ | **Substitutes** | What else solves the same problem? (Free content, DIY, different approach) |
33
+ | **Buyer Power** | How many alternatives does the buyer have? How price-sensitive? |
34
+ | **Supplier Power** | Platform dependency (Meta/Google can change rules overnight) |
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+
36
+ ### Blue Ocean Strategy
37
+
38
+ Instead of competing harder in a crowded market, find uncontested space:
39
+
40
+ 1. **What can you ELIMINATE** that the industry takes for granted?
41
+ 2. **What can you REDUCE** well below the industry standard?
42
+ 3. **What can you RAISE** well above the industry standard?
43
+ 4. **What can you CREATE** that the industry has never offered?
44
+
45
+ ### Value Proposition Canvas
46
+
47
+ ```
48
+ CUSTOMER PROFILE → VALUE MAP
49
+ ├── Jobs to be Done ├── Products/Services
50
+ │ (what they're trying to do) │ (what you offer)
51
+ ├── Pains ├── Pain Relievers
52
+ │ (frustrations, obstacles) │ (how you eliminate pains)
53
+ └── Gains └── Gain Creators
54
+ (desired outcomes) (how you create gains)
55
+ ```
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+
57
+ **Fit test:** Every pain reliever maps to a real pain. Every gain creator maps to a desired gain. No orphan features.
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+
59
+ ### Jobs To Be Done (JTBD)
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+
61
+ The customer doesn't buy a product — they "hire" it to do a job:
62
+
63
+ ```
64
+ When I [situation/context],
65
+ I want to [motivation/job],
66
+ So that [expected outcome].
67
+ ```
68
+
69
+ Example: "When I'm launching a new product (situation), I want to reach the right audience quickly (job), so that I can validate demand before investing more (outcome)."
70
+
71
+ ### Hormozi Offer Creation
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+
73
+ Make the offer so good people feel stupid saying no:
74
+
75
+ 1. **Dream Outcome** — What's the ideal result they want?
76
+ 2. **Perceived Likelihood** — How likely do they think it'll work?
77
+ 3. **Time Delay** — How fast will they see results?
78
+ 4. **Effort & Sacrifice** — How much work do they have to put in?
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+
80
+ **Value = (Dream Outcome × Perceived Likelihood) / (Time Delay × Effort)**
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+
82
+ To increase value: increase dream outcome + likelihood, decrease time + effort.
83
+
84
+ **Offer Stack:**
85
+
86
+ - Core product
87
+ - Bonus 1: Solves secondary pain
88
+ - Bonus 2: Reduces time to result
89
+ - Bonus 3: Reduces effort needed
90
+ - Guarantee: Removes risk entirely
91
+ - Urgency: Real deadline or scarcity
92
+
93
+ ## Funnel Frameworks
94
+
95
+ ### AIDA
96
+
97
+ - **Attention** → **Interest** → **Desire** → **Action**
98
+ - Map each stage to specific content/copy pieces
99
+
100
+ ### PAS (Problem-Agitate-Solve)
101
+
102
+ - **Problem** — Identify the specific pain
103
+ - **Agitate** — Make it worse (emotional + financial cost)
104
+ - **Solve** — Present your solution as the bridge
105
+
106
+ ### Hook-Story-Offer (Russell Brunson)
107
+
108
+ - **Hook** — Stop them scrolling (question, bold statement, curiosity)
109
+ - **Story** — Connect through narrative (origin, transformation, proof)
110
+ - **Offer** — Present what they get and how to get it
111
+
112
+ ### Value Ladder
113
+
114
+ ```
115
+ FREE → Low Ticket → Mid Ticket → High Ticket → Continuity
116
+ Content → Lead Magnet → Core Product → Premium → Subscription
117
+ ```
118
+
119
+ Each level should naturally lead to the next. The free content proves you can help; the paid product delivers the transformation.
120
+
121
+ ### AARRR Pirate Metrics
122
+
123
+ | Stage | Metric | Question |
124
+ | --------------- | -------------------- | ------------------------------------ |
125
+ | **Acquisition** | Traffic, signups | How do users find you? |
126
+ | **Activation** | First value moment | Do they experience the "aha" moment? |
127
+ | **Retention** | Return rate, DAU/MAU | Do they come back? |
128
+ | **Revenue** | Conversion, ARPU | Do they pay? |
129
+ | **Referral** | NPS, sharing rate | Do they tell others? |
130
+
131
+ ## Research Templates
132
+
133
+ ### Market Research
134
+
135
+ ```
136
+ PESQUISA DE MERCADO — [NICHO/PRODUTO]
137
+
138
+ TAM/SAM/SOM
139
+ - TAM (Total Addressable Market): [size + source]
140
+ - SAM (Serviceable Available Market): [size + source]
141
+ - SOM (Serviceable Obtainable Market): [realistic target + justification]
142
+
143
+ COMPETITOR ANALYSIS (per competitor)
144
+ ┌──────────────────┬──────────────────┬──────────────────┐
145
+ │ Competitor │ [Name 1] │ [Name 2] │
146
+ ├──────────────────┼──────────────────┼──────────────────┤
147
+ │ Main Product │ │ │
148
+ │ Pricing │ │ │
149
+ │ Positioning │ │ │
150
+ │ Main Channel │ │ │
151
+ │ Estimated Traffic │ │ │
152
+ │ Strengths │ │ │
153
+ │ Weaknesses │ │ │
154
+ └──────────────────┴──────────────────┴──────────────────┘
155
+
156
+ BENCHMARKS
157
+ - Average CPL in niche: [value + source]
158
+ - Average conversion rate: [value + source]
159
+ - Average ticket: [value + source]
160
+ ```
161
+
162
+ **Research rules:**
163
+
164
+ - Every claim needs a source
165
+ - Cross-reference 2-3 sources for important data
166
+ - Prioritize data from last 12 months
167
+ - NEVER fabricate statistics — if data isn't available, say so
168
+
169
+ ### Voice-of-Customer Mining
170
+
171
+ Extract real customer language from these sources:
172
+
173
+ | Source | What to Capture | Where to Find |
174
+ | ------------------ | -------------------------------------- | ---------------------------------- |
175
+ | Product reviews | Pain phrases, outcome phrases | Amazon, Google Reviews, app stores |
176
+ | Social comments | Objections, questions, praise language | Instagram, Facebook, YouTube |
177
+ | Support tickets | Confusion points, recurring issues | Intercom, Zendesk, email |
178
+ | Forum posts | How they describe the problem to peers | Reddit, Quora, Facebook groups |
179
+ | Competitor reviews | What they love/hate about alternatives | Same sources, competitor products |
180
+
181
+ **Template for extracted phrases:**
182
+
183
+ ```
184
+ PAIN PHRASES
185
+ - "[exact quote]" — source: [platform, date]
186
+ - "[exact quote]" — source: [platform, date]
187
+
188
+ DESIRE PHRASES
189
+ - "[exact quote]" — source: [platform, date]
190
+
191
+ OBJECTION PHRASES
192
+ - "[exact quote]" — source: [platform, date]
193
+
194
+ OUTCOME PHRASES (what success looks like in their words)
195
+ - "[exact quote]" — source: [platform, date]
196
+ ```
197
+
198
+ ### Trend Analysis Template
199
+
200
+ ```
201
+ ANÁLISE DE TENDÊNCIAS — [NICHO/PERÍODO]
202
+
203
+ MACRO-TENDÊNCIAS (12-24 meses)
204
+ - [Trend]: [Evidence + source] → [Impact on our strategy]
205
+
206
+ MICRO-TENDÊNCIAS (3-6 meses)
207
+ - [Trend]: [Evidence + source] → [Opportunity or threat?]
208
+
209
+ MOVIMENTOS DE LÍDERES
210
+ - [Leader/Company]: [What they're doing] → [What it signals]
211
+
212
+ OPORTUNIDADES IDENTIFICADAS
213
+ | Opportunity | Viability (1-5) | Timeline | Investment | Priority |
214
+ |-------------|----------------|----------|------------|----------|
215
+ | [...] | [...] | [...] | [...] | [...] |
216
+ ```
217
+
218
+ ### 3-Scenario Planning
219
+
220
+ For any campaign or strategy, always plan for three scenarios:
221
+
222
+ | Scenario | Definition | Action |
223
+ | ---------------- | ----------------------------------------- | ------------------------------ |
224
+ | **Optimistic** | Everything works above expectations | Scale plan ready |
225
+ | **Realistic** | Average performance based on benchmarks | This is the plan you commit to |
226
+ | **Conservative** | Below-average performance, problems arise | Contingency and pivot plan |
227
+
228
+ **Rule:** The plan MUST work in the realistic scenario. If it only works in the optimistic scenario, it's not a plan — it's a wish.
229
+
230
+ ## Brand Identity Quick Reference
231
+
232
+ ### Brand Personality Extraction
233
+
234
+ Before any brand work, gather:
235
+
236
+ ```
237
+ PERSONALIDADE DA MARCA
238
+
239
+ 3 adjetivos que DEFINEM a marca:
240
+ 1. [adjective] — por quê: [justification]
241
+ 2. [adjective] — por quê: [justification]
242
+ 3. [adjective] — por quê: [justification]
243
+
244
+ 3 adjetivos que NÃO DEFINEM a marca:
245
+ 1. [adjective] — por quê: [what to avoid]
246
+ 2. [adjective] — por quê: [what to avoid]
247
+ 3. [adjective] — por quê: [what to avoid]
248
+
249
+ Se a marca fosse uma pessoa: [description of behavior, clothing, speech]
250
+
251
+ Marcas que admira visualmente: [list, even from other sectors]
252
+ Marcas que NÃO quer parecer: [list with reasons]
253
+ ```
254
+
255
+ ### Anti-AI Visual Protocol Checklist
256
+
257
+ Before delivering ANY visual (logo, template, layout, branding book):
258
+
259
+ - [ ] Works in pure black and white?
260
+ - [ ] Recognizable at 16x16px (favicon size)?
261
+ - [ ] Every element justified from the briefing?
262
+ - [ ] Free of generic purple-blue-pink gradients?
263
+ - [ ] Free of overly symmetric, mathematically perfect compositions?
264
+ - [ ] Free of template-like layouts that could be any brand?
265
+ - [ ] Typography has personality (not just Poppins + Inter)?
266
+ - [ ] Color palette relates to the business, not just "looks nice"?
267
+ - [ ] Applications are realistic and contextualized (not generic mockups)?
268
+ - [ ] Would an experienced designer approve this?
269
+
270
+ **If any item fails:** Fix before delivering. Add intentional imperfection, reduce elements, contextualize in real applications, justify every decision from the briefing.
271
+
272
+ ---
273
+
274
+ ## Four Forces Switching Dynamics (JTBD)
275
+
276
+ When analyzing why customers switch (or don't), map all four forces:
277
+
278
+ | Force | Direction | Question to Answer |
279
+ | ----------- | ----------------- | ---------------------------------------------------------------- |
280
+ | **Push** | Away from current | What frustrations drive them away from their current solution? |
281
+ | **Pull** | Toward you | What about your solution attracts them? |
282
+ | **Habit** | Keeps them stuck | What keeps them using the current approach despite frustrations? |
283
+ | **Anxiety** | Blocks switching | What worries them about switching to something new? |
284
+
285
+ **Application in messaging:**
286
+
287
+ - Push + Pull = your **acquisition messaging** (agitate the push, amplify the pull)
288
+ - Habit + Anxiety = your **objection handling** (break habits with urgency, reduce anxiety with guarantees/proof)
289
+
290
+ Complements the existing JTBD framework (Situation → Motivation → Outcome) by adding the friction and resistance side of the decision.
291
+
292
+ ---
293
+
294
+ ## Anti-Personas
295
+
296
+ Define who is **NOT** a good fit for your product. Anti-personas improve targeting and reduce wasted spend.
297
+
298
+ **Why it matters:**
299
+
300
+ - Prevents wasted ad spend on wrong audiences
301
+ - Reduces churn (wrong-fit customers leave quickly)
302
+ - Sharpens messaging (knowing who you're NOT talking to clarifies who you ARE talking to)
303
+
304
+ **Capture for each anti-persona:**
305
+
306
+ - Who they are (role, company size, situation)
307
+ - Why they're a bad fit (missing prerequisites, wrong expectations, wrong budget)
308
+ - Red flags in sales conversations that signal bad fit
309
+
310
+ ---
311
+
312
+ ## B2B Buying Committee
313
+
314
+ In B2B sales, multiple stakeholders influence the purchase decision. Map messaging for each role:
315
+
316
+ | Role | What They Care About | Their Challenge | Value You Promise |
317
+ | ------------------------ | ---------------------------------- | -------------------------------------- | ----------------------------------------- |
318
+ | **User** | Daily workflow improvement | "This takes too long / is frustrating" | "Saves you X hours/week" |
319
+ | **Champion** | Internal credibility, team success | "I need to prove this will work" | "Here's the business case + proof" |
320
+ | **Decision Maker** | Strategic alignment, ROI | "Does this move the needle?" | "Measurable impact on [KPI]" |
321
+ | **Financial Buyer** | Budget justification, cost | "Can we afford this?" | "ROI of X:1 within Y months" |
322
+ | **Technical Influencer** | Integration, security, compliance | "Will this break our stack?" | "Integrates with [tools], SOC2 compliant" |
323
+
324
+ **Application:** Create content and copy tailored to each role. The Champion needs internal sell material (deck, one-pager). The Financial Buyer needs ROI calculator. The Technical Influencer needs API docs and security whitepaper.
@@ -0,0 +1,350 @@
1
+ # Paid Traffic Management Reference
2
+
3
+ > Reference for the digital-marketing skill. Campaign planning, analysis, and optimization.
4
+ > Adapted paid-traffic methodology for the Merlin ecosystem.
5
+
6
+ ## Campaign Briefing Template
7
+
8
+ ```
9
+ BRIEFING DE CAMPANHA
10
+
11
+ 1. OBJETIVO
12
+ - Objetivo da campanha (captação de leads, venda direta, agendamento, evento)
13
+ - O que acontece depois que o lead entra (funil de email, WhatsApp, comercial, página de vendas)
14
+ - Conversão final desejada
15
+
16
+ 2. NÚMEROS DO NEGÓCIO
17
+ - Orçamento total (R$)
18
+ - Orçamento diário (fixo ou flexível?)
19
+ - Meta de leads / vendas / agendamentos (número absoluto)
20
+ - Ticket médio do produto/serviço (R$)
21
+ - Taxa de conversão do funil pós-lead (se souber)
22
+ - Margem de lucro por venda (% ou R$) — para calcular ROAS sustentável
23
+
24
+ 3. HISTÓRICO
25
+ - Já rodou campanhas antes?
26
+ - CPL histórico, CTR médio, CPM médio, plataforma usada
27
+ - Melhor resultado (período, investimento, resultado)
28
+ - Pior resultado e o que aconteceu
29
+ - Pixel/tag instalado e com dados? Desde quando?
30
+ - Públicos personalizados ou lookalike existentes?
31
+
32
+ 4. TEMPO E PRAZO
33
+ - Data de início, deadline, período total de captação
34
+ - Sazonalidade ou data comemorativa envolvida?
35
+
36
+ 5. ATIVOS DISPONÍVEIS
37
+ - Landing page (URL)
38
+ - Criativos prontos (quantos, formatos)
39
+ - Copy dos anúncios pronta?
40
+ - Base de emails/contatos para público personalizado?
41
+ - Conteúdo orgânico com bom engajamento para dark post?
42
+
43
+ 6. PLATAFORMA
44
+ - Meta Ads, Google Ads ou ambos?
45
+ - Se Google: Search, Display, YouTube ou Performance Max?
46
+ ```
47
+
48
+ ## ROAS Viability Calculation
49
+
50
+ Run this BEFORE creating any campaign plan:
51
+
52
+ ```
53
+ PROJEÇÃO DE CAMPANHA
54
+
55
+ Orçamento total: R$ ______
56
+ Período: ___ dias
57
+ Orçamento diário: R$ ______ (orçamento / dias)
58
+
59
+ CPL estimado: R$ ______
60
+ → Com histórico: usar histórico + margem de 15-20%
61
+ → Sem histórico: benchmark do nicho + margem de segurança
62
+
63
+ Leads projetados: ______ (orçamento total / CPL estimado)
64
+ Meta de leads: ______
65
+ Gap: ______ leads
66
+
67
+ Taxa de conversão do funil: ______%
68
+ Vendas projetadas: ______ (leads × taxa conversão)
69
+ Faturamento projetado: R$ ______ (vendas × ticket médio)
70
+ ROAS projetado: ______x (faturamento / investimento)
71
+
72
+ CPL máximo sustentável: R$ ______
73
+ → (ticket médio × taxa conversão × margem)
74
+ → Acima disso = prejuízo
75
+ ```
76
+
77
+ **If numbers don't work:** Say clearly. Present 3 paths: increase budget, improve funnel conversion rate, or reduce target. Never pretend a bad projection will "work out."
78
+
79
+ ## Campaign Structure Template
80
+
81
+ ```
82
+ PLANO DE CAMPANHA — [NOME]
83
+
84
+ RESUMO EXECUTIVO
85
+ Objetivo | Meta | Orçamento | Período | CPL alvo | ROAS esperado
86
+
87
+ ESTRUTURA
88
+
89
+ CAMPANHA 1: [Nome — ex: "Captação Fria - Interesse em Marketing"]
90
+ ├── Objetivo: [Conversão / Tráfego / Cadastro]
91
+ ├── Orçamento diário: R$ ______
92
+ ├── Otimização: [Leads / Compra / Landing Page Views]
93
+ ├── Público:
94
+ │ ├── Segmentação: [detalhamento]
95
+ │ ├── Idade / Localização
96
+ │ └── Tamanho estimado
97
+ ├── Conjuntos de anúncio:
98
+ │ ├── Adset 1: [Público X] — R$ ___/dia
99
+ │ ├── Adset 2: [Público Y] — R$ ___/dia
100
+ │ └── Adset 3: [Lookalike Z] — R$ ___/dia
101
+ └── Criativos:
102
+ ├── Criativo 1: [formato + ângulo — ex: "Vídeo 30s - Dor"]
103
+ ├── Criativo 2: [formato + ângulo — ex: "Imagem - Prova social"]
104
+ └── Criativo 3: [formato + ângulo — ex: "Carrossel - Benefícios"]
105
+
106
+ CAMPANHA 2: [Remarketing]
107
+ ├── (mesma estrutura)
108
+ └── ...
109
+ ```
110
+
111
+ ## Execution Timeline
112
+
113
+ | Phase | Days | Actions |
114
+ | ------------------ | ---------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
115
+ | **Pre-launch** | D-3 to D-1 | Pixel verified, audiences created, LP tested (mobile+desktop), UTMs configured, creatives approved, conversion events configured, form/flow tested |
116
+ | **Launch** | D1-3 | Start campaigns with test budget. DO NOT TOUCH anything. Let algorithm learn. Monitor: delivery, CPM, frequency. Verify pixel is recording correctly. |
117
+ | **First Analysis** | D4-7 | Analyze CPL, CTR, CPM, hook rate, LP conversion. Pause creatives with CTR below threshold and CPL above target. If ALL are off-target: review audience OR landing page before creatives. |
118
+ | **Optimization** | D8-14 | New creatives based on winning angles. Test new audiences if needed. Reallocate budget from worst to best ad sets. Check: is post-lead funnel converting? |
119
+ | **Scale** | D15+ | Apply scale methodology (see below). Weekly reports with analysis. |
120
+
121
+ ## Scale Methodology
122
+
123
+ ### Prerequisites
124
+
125
+ - CPL consistently below target for 3-5 days minimum
126
+ - Minimum volume of leads/day in the ad set
127
+ - CTR above threshold
128
+ - No erratic metric fluctuations in last 3 days
129
+
130
+ ### Method 1: Vertical Scale (Increase Budget)
131
+
132
+ - Maximum +20-30% budget increase per adjustment
133
+ - Wait 48-72h between each increase
134
+ - If CPL rises >40% after increase: revert to previous budget and stabilize
135
+ - Best for: CBO, broad audiences, mature campaigns
136
+
137
+ ### Method 2: Horizontal Scale (Duplicate Structure)
138
+
139
+ - Duplicate winning ad set with SAME audience
140
+ - OR duplicate with new audience (different lookalike, different interest)
141
+ - Keep original ad set intact (it's your insurance)
142
+ - Max 2-3 duplications at a time
143
+ - Best for: ABO, segmented audiences, strong creatives
144
+
145
+ ### Method 3: Creative Scale
146
+
147
+ - Create new creatives using the SAME angles that performed
148
+ - Vary format: if image worked, test video with same angle (and vice-versa)
149
+ - Vary hook: keep creative structure but change the first 3 seconds
150
+ - Refresh creative library every 7-14 days to prevent fatigue
151
+
152
+ ### Alert Signals
153
+
154
+ - CPL +40% in 48h → Pause increase, diagnose
155
+ - Frequency >2.5 → Audience saturating, expand or switch
156
+ - CTR dropped + CPM rising → Creative fatigue, replace assets
157
+ - Leads entering but not converting in funnel → Post-traffic problem, not traffic
158
+
159
+ ## 5-Layer Analysis Framework (Detailed)
160
+
161
+ ### Layer 1: Macro Overview
162
+
163
+ - Total investment in period
164
+ - Total results (leads, sales, registrations)
165
+ - Cost per result (CPL, CPA)
166
+ - ROAS (if applicable)
167
+ - Comparison vs target: above, below, or on target?
168
+ - Trend: improving, declining, or stable over last 7 days?
169
+
170
+ ### Layer 2: Delivery Efficiency
171
+
172
+ - CPM — is it expensive for this niche?
173
+ - Reach vs Impressions — what's the average frequency?
174
+ - If frequency >2.5: audience may be saturated
175
+ - Distribution by placement: Feed, Stories, Reels, Audience Network
176
+ - Distribution by device: mobile vs desktop
177
+
178
+ ### Layer 3: Creative Efficiency
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+
180
+ - CTR per ad — which creatives perform, which don't
181
+ - Hook rate (video): % who watched 3s — below 25% = weak hook
182
+ - ThruPlay rate (video): % who watched 15s+ — indicates content quality
183
+ - CPL per creative — sometimes CTR is high but CPL too (curious clicks, not qualified)
184
+ - Frequency per creative — high frequency = creative fatigue
185
+ - Quality, engagement, and conversion rankings (Meta)
186
+
187
+ ### Layer 4: Audience Efficiency
188
+
189
+ - CPL per ad set (audience)
190
+ - Lead volume per audience
191
+ - Cost per audience: which gives cheapest leads? Which gives leads that convert most?
192
+ - Audience size vs delivery: reaching a small fraction? May be too restricted
193
+ - Audience overlap: two ad sets competing for same audience cannibalizes both
194
+
195
+ ### Layer 5: Post-Click Funnel
196
+
197
+ - Landing page conversion rate (link clicks → leads)
198
+ - Below 20%: LP needs revision
199
+ - 20-40%: acceptable, can improve
200
+ - Above 40%: LP is good, focus on volume
201
+ - CPC vs CPL — if CPC is low but CPL is high, problem is the LP
202
+ - Time on page (if available via GA4)
203
+ - Bounce rate (if available)
204
+
205
+ ## Brazilian Market Benchmarks
206
+
207
+ | Niche | CPL | CTR | CPM | LP Conv |
208
+ | ------------------------- | ------- | -------- | ------- | ----------- |
209
+ | Info-produto (lançamento) | R$3-8 | 1.5-3% | R$15-35 | 25-45% |
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+ | Info-produto (perpétuo) | R$5-15 | 1-2.5% | R$20-45 | 20-35% |
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+ | SaaS / Software | R$8-25 | 0.8-2% | R$25-60 | 15-30% |
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+ | E-commerce | R$2-6 | 1-3% | R$10-30 | 2-5% (sale) |
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+ | Negócio local | R$3-12 | 1-2.5% | R$12-30 | 20-40% |
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+ | Imobiliário | R$15-50 | 0.5-1.5% | R$20-50 | 10-25% |
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+ | Educação / Curso | R$4-12 | 1.2-3% | R$15-40 | 25-40% |
216
+ | Saúde / Bem-estar | R$5-15 | 1-2.5% | R$18-40 | 20-35% |
217
+ | Serviços profissionais | R$10-30 | 0.8-2% | R$20-50 | 15-30% |
218
+ | Eventos (gratuitos) | R$1-5 | 2-4% | R$10-25 | 30-50% |
219
+ | Eventos (pagos) | R$8-25 | 1-2.5% | R$15-40 | 3-8% (sale) |
220
+
221
+ These are approximate references based on Brazilian market averages. They vary significantly by targeting, creative quality, seasonality, and account maturity. NEVER use as promises — use as starting points for projections.
222
+
223
+ ## Technical Configuration Checklist
224
+
225
+ ### UTM Standards
226
+
227
+ ```
228
+ utm_source: [meta / google]
229
+ utm_medium: [cpc / cpm / paid_social]
230
+ utm_campaign: [campaign-name]
231
+ utm_content: [creative-name]
232
+ utm_term: [audience-target] (Google Search)
233
+ ```
234
+
235
+ ### Naming Convention
236
+
237
+ ```
238
+ Campaign: [OBJECTIVE] - [PRODUCT] - [MONTH/YEAR]
239
+ Ad Set: [AUDIENCE] - [TARGETING] - [GEO]
240
+ Ad: [FORMAT] - [ANGLE] - [VERSION]
241
+ ```
242
+
243
+ ### Meta Ads Export Columns Reference
244
+
245
+ - `Campaign name`, `Ad set name`, `Ad name` → Structure
246
+ - `Amount spent` → Investment
247
+ - `Results` → Leads/conversions
248
+ - `Cost per result` → CPL/CPA
249
+ - `Reach`, `Impressions`, `Frequency` → Delivery
250
+ - `CPM` → Delivery cost
251
+ - `Link clicks`, `CTR (link)` → Click efficiency
252
+ - `Landing page views` → Real LP views (excludes immediate bounces)
253
+ - `Video plays at 25%/50%/75%/100%` → Video retention
254
+ - `ThruPlay` → Watched 15s or full (whichever shorter)
255
+ - `Quality ranking`, `Engagement rate ranking`, `Conversion rate ranking` → Meta quality
256
+
257
+ ---
258
+
259
+ ## Reporting Cadence & Templates
260
+
261
+ ### Daily Quick-Check (2 min)
262
+
263
+ | Check | What to Look For |
264
+ | -------------------- | ------------------------------------------------------ |
265
+ | Spend vs budget pace | Are you on track to spend the monthly budget evenly? |
266
+ | CPL vs target | Any campaign above target CPL? |
267
+ | Anomalies | Sudden spend spikes, zero impressions, disapproved ads |
268
+
269
+ ### Weekly Optimization Report
270
+
271
+ | Campaign | Spend | Leads | CPL | ROAS | CTR | Freq | CPA | Action |
272
+ | -------- | ----- | ----- | --- | ---- | ---- | ---- | --- | ----------------------- |
273
+ | [name] | R$X | N | R$X | X.Xx | X.X% | X.X | R$X | [keep/scale/pause/test] |
274
+
275
+ Include: top 3 performing ads with screenshots, audiences to expand/cut, creative fatigue signals, budget reallocation recommendations.
276
+
277
+ ### Monthly Strategic Review
278
+
279
+ - Trend: CPL and ROAS over 4 weeks (improving/stable/declining)
280
+ - Channel comparison: Meta vs Google vs other (if multi-channel)
281
+ - Audience insights: best-performing segments, new opportunities
282
+ - Creative performance: winning angles, format winners (video vs image vs carousel)
283
+ - Budget recommendation for next month with justification
284
+
285
+ ---
286
+
287
+ ## Google Ads Fundamentals
288
+
289
+ Google Ads is intent-based (people are searching) vs Meta which is interruption-based (people are scrolling). This fundamentally changes strategy.
290
+
291
+ ### Campaign Types
292
+
293
+ | Type | Intent Level | Use When |
294
+ | --------------- | ------------------------- | --------------------------------------------------------- |
295
+ | Search | High (active search) | Bottom-funnel — people looking for solutions |
296
+ | Display | Low (passive browsing) | Top-funnel awareness, remarketing |
297
+ | YouTube | Medium (watching content) | Consideration — product demos, testimonials |
298
+ | Performance Max | Mixed (automated) | When you have conversion data and want Google to optimize |
299
+
300
+ ### Search Campaign Structure
301
+
302
+ - Themed ad groups with tight keyword clusters (5-15 keywords per group)
303
+ - 3-5 responsive search ads per ad group
304
+ - Match types: Exact `[keyword]` (highest intent), Phrase `"keyword"` (moderate), Broad `keyword` (only with smart bidding)
305
+ - Add negative keywords weekly from Search Terms report to block irrelevant queries
306
+
307
+ ### Quality Score
308
+
309
+ Google ranks ads on 3 factors (each rated Below Average / Average / Above Average):
310
+
311
+ | Factor | How to Improve |
312
+ | ----------------------- | ----------------------------------------------------------- |
313
+ | Ad Relevance | Include target keyword in headline and description |
314
+ | Expected CTR | Write compelling CTAs, use ad extensions, test multiple ads |
315
+ | Landing Page Experience | Fast load, mobile-friendly, content matches ad promise |
316
+
317
+ **Key difference from Meta:** Google rewards relevance with lower CPCs. A Quality Score of 8+ can halve your cost per click vs a score of 5.
318
+
319
+ **Note:** This covers Google Ads fundamentals. For advanced strategies (SKAGs, bid strategies, audience layering, PMax asset groups), consult dedicated Google Ads resources.
320
+
321
+ ---
322
+
323
+ ## LTV:CAC & Audience Funnel Strategy
324
+
325
+ ### LTV:CAC Ratio
326
+
327
+ ```
328
+ LTV = Average Revenue per Customer × Retention (months) × Gross Margin
329
+ CAC = Total Marketing + Sales Cost / New Customers Acquired
330
+ LTV:CAC Ratio = LTV / CAC
331
+
332
+ Target: > 3:1 (healthy) | < 1:1 (losing money) | > 5:1 (under-investing in growth)
333
+ ```
334
+
335
+ A campaign can look unprofitable on first-purchase ROAS but be highly profitable when LTV:CAC > 3. This is especially true for SaaS, subscriptions, and services with high retention.
336
+
337
+ ### Audience Funnel Strategy
338
+
339
+ | Funnel Stage | Audience Types | Budget % | Goal |
340
+ | ---------------- | ------------------------------------------- | -------- | ------------------ |
341
+ | **TOF** (Top) | Interests, lookalikes, broad | 60-70% | Reach new people |
342
+ | **MOF** (Middle) | Engagers, video viewers, page visitors | 15-20% | Nurture warm leads |
343
+ | **BOF** (Bottom) | Add-to-cart, initiate checkout, past buyers | 15-20% | Convert hot leads |
344
+
345
+ ### Exclusion Rules (prevent wasted spend)
346
+
347
+ - Exclude converters/purchasers from TOF prospecting campaigns
348
+ - Exclude recent purchasers from BOF remarketing (they already bought)
349
+ - Exclude existing customers from acquisition campaigns (unless upsell)
350
+ - Cross-exclude audiences between overlapping ad sets to prevent self-competition