@djm204/agent-skills 1.0.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +597 -0
- package/bin/cli.js +8 -0
- package/package.json +55 -0
- package/src/index.js +1817 -0
- package/src/index.test.js +1264 -0
- package/templates/_shared/code-quality.mdc +52 -0
- package/templates/_shared/communication.mdc +43 -0
- package/templates/_shared/core-principles.mdc +67 -0
- package/templates/_shared/git-workflow.mdc +48 -0
- package/templates/_shared/security-fundamentals.mdc +41 -0
- package/templates/agents/utility-agent/.cursor/rules/action-control.mdc +71 -0
- package/templates/agents/utility-agent/.cursor/rules/context-management.mdc +61 -0
- package/templates/agents/utility-agent/.cursor/rules/hallucination-prevention.mdc +58 -0
- package/templates/agents/utility-agent/.cursor/rules/overview.mdc +34 -0
- package/templates/agents/utility-agent/.cursor/rules/token-optimization.mdc +71 -0
- package/templates/agents/utility-agent/CLAUDE.md +513 -0
- package/templates/business/market-intelligence/.cursor/rules/data-sources.mdc +62 -0
- package/templates/business/market-intelligence/.cursor/rules/overview.mdc +55 -0
- package/templates/business/market-intelligence/.cursor/rules/reporting.mdc +59 -0
- package/templates/business/market-intelligence/.cursor/rules/risk-signals.mdc +63 -0
- package/templates/business/market-intelligence/.cursor/rules/sentiment-analysis.mdc +70 -0
- package/templates/business/market-intelligence/.cursor/rules/trend-detection.mdc +72 -0
- package/templates/business/market-intelligence/CLAUDE.md +371 -0
- package/templates/business/marketing-expert/.cursor/rules/brand-strategy.mdc +74 -0
- package/templates/business/marketing-expert/.cursor/rules/campaign-planning.mdc +60 -0
- package/templates/business/marketing-expert/.cursor/rules/growth-frameworks.mdc +69 -0
- package/templates/business/marketing-expert/.cursor/rules/market-analysis.mdc +70 -0
- package/templates/business/marketing-expert/.cursor/rules/marketing-analytics.mdc +71 -0
- package/templates/business/marketing-expert/.cursor/rules/overview.mdc +56 -0
- package/templates/business/marketing-expert/CLAUDE.md +567 -0
- package/templates/business/predictive-maintenance/.cursor/rules/alerting.mdc +56 -0
- package/templates/business/predictive-maintenance/.cursor/rules/asset-lifecycle.mdc +71 -0
- package/templates/business/predictive-maintenance/.cursor/rules/failure-prediction.mdc +65 -0
- package/templates/business/predictive-maintenance/.cursor/rules/maintenance-scheduling.mdc +61 -0
- package/templates/business/predictive-maintenance/.cursor/rules/overview.mdc +55 -0
- package/templates/business/predictive-maintenance/.cursor/rules/sensor-analytics.mdc +66 -0
- package/templates/business/predictive-maintenance/CLAUDE.md +529 -0
- package/templates/business/product-manager/.cursor/rules/communication.mdc +77 -0
- package/templates/business/product-manager/.cursor/rules/discovery.mdc +79 -0
- package/templates/business/product-manager/.cursor/rules/metrics.mdc +75 -0
- package/templates/business/product-manager/.cursor/rules/overview.mdc +47 -0
- package/templates/business/product-manager/.cursor/rules/prioritization.mdc +66 -0
- package/templates/business/product-manager/.cursor/rules/requirements.mdc +79 -0
- package/templates/business/product-manager/CLAUDE.md +593 -0
- package/templates/business/project-manager/.cursor/rules/overview.mdc +53 -0
- package/templates/business/project-manager/.cursor/rules/reporting.mdc +68 -0
- package/templates/business/project-manager/.cursor/rules/risk-management.mdc +71 -0
- package/templates/business/project-manager/.cursor/rules/scheduling.mdc +67 -0
- package/templates/business/project-manager/.cursor/rules/scope-management.mdc +66 -0
- package/templates/business/project-manager/.cursor/rules/stakeholder-management.mdc +70 -0
- package/templates/business/project-manager/CLAUDE.md +540 -0
- package/templates/business/regulatory-sentinel/.cursor/rules/compliance-tracking.mdc +74 -0
- package/templates/business/regulatory-sentinel/.cursor/rules/impact-assessment.mdc +62 -0
- package/templates/business/regulatory-sentinel/.cursor/rules/monitoring.mdc +67 -0
- package/templates/business/regulatory-sentinel/.cursor/rules/overview.mdc +55 -0
- package/templates/business/regulatory-sentinel/.cursor/rules/reporting.mdc +61 -0
- package/templates/business/regulatory-sentinel/.cursor/rules/risk-classification.mdc +73 -0
- package/templates/business/regulatory-sentinel/CLAUDE.md +572 -0
- package/templates/business/resource-allocator/.cursor/rules/capacity-modeling.mdc +65 -0
- package/templates/business/resource-allocator/.cursor/rules/coordination.mdc +67 -0
- package/templates/business/resource-allocator/.cursor/rules/crisis-management.mdc +64 -0
- package/templates/business/resource-allocator/.cursor/rules/demand-prediction.mdc +52 -0
- package/templates/business/resource-allocator/.cursor/rules/overview.mdc +76 -0
- package/templates/business/resource-allocator/.cursor/rules/scheduling.mdc +63 -0
- package/templates/business/resource-allocator/CLAUDE.md +525 -0
- package/templates/business/strategic-negotiator/.cursor/rules/contract-analysis.mdc +60 -0
- package/templates/business/strategic-negotiator/.cursor/rules/deal-structuring.mdc +66 -0
- package/templates/business/strategic-negotiator/.cursor/rules/game-theory.mdc +64 -0
- package/templates/business/strategic-negotiator/.cursor/rules/overview.mdc +55 -0
- package/templates/business/strategic-negotiator/.cursor/rules/preparation.mdc +79 -0
- package/templates/business/strategic-negotiator/.cursor/rules/scenario-modeling.mdc +66 -0
- package/templates/business/strategic-negotiator/CLAUDE.md +640 -0
- package/templates/business/supply-chain/.cursor/rules/cost-modeling.mdc +67 -0
- package/templates/business/supply-chain/.cursor/rules/demand-forecasting.mdc +67 -0
- package/templates/business/supply-chain/.cursor/rules/inventory-management.mdc +69 -0
- package/templates/business/supply-chain/.cursor/rules/logistics.mdc +61 -0
- package/templates/business/supply-chain/.cursor/rules/overview.mdc +64 -0
- package/templates/business/supply-chain/.cursor/rules/supplier-evaluation.mdc +66 -0
- package/templates/business/supply-chain/CLAUDE.md +590 -0
- package/templates/business/supply-chain-harmonizer/.cursor/rules/disruption-response.mdc +67 -0
- package/templates/business/supply-chain-harmonizer/.cursor/rules/inventory-rebalancing.mdc +63 -0
- package/templates/business/supply-chain-harmonizer/.cursor/rules/overview.mdc +65 -0
- package/templates/business/supply-chain-harmonizer/.cursor/rules/rerouting.mdc +64 -0
- package/templates/business/supply-chain-harmonizer/.cursor/rules/scenario-simulation.mdc +68 -0
- package/templates/business/supply-chain-harmonizer/.cursor/rules/stakeholder-notifications.mdc +61 -0
- package/templates/business/supply-chain-harmonizer/CLAUDE.md +600 -0
- package/templates/creative/brand-guardian/.cursor/rules/brand-voice.mdc +64 -0
- package/templates/creative/brand-guardian/.cursor/rules/content-review.mdc +47 -0
- package/templates/creative/brand-guardian/.cursor/rules/ethical-guidelines.mdc +47 -0
- package/templates/creative/brand-guardian/.cursor/rules/multi-channel.mdc +49 -0
- package/templates/creative/brand-guardian/.cursor/rules/overview.mdc +58 -0
- package/templates/creative/brand-guardian/.cursor/rules/visual-identity.mdc +64 -0
- package/templates/creative/brand-guardian/CLAUDE.md +634 -0
- package/templates/creative/content-creation-expert/.cursor/rules/content-strategy.mdc +65 -0
- package/templates/creative/content-creation-expert/.cursor/rules/copywriting.mdc +59 -0
- package/templates/creative/content-creation-expert/.cursor/rules/editorial-operations.mdc +65 -0
- package/templates/creative/content-creation-expert/.cursor/rules/multimedia-production.mdc +64 -0
- package/templates/creative/content-creation-expert/.cursor/rules/overview.mdc +58 -0
- package/templates/creative/content-creation-expert/.cursor/rules/seo-content.mdc +75 -0
- package/templates/creative/content-creation-expert/CLAUDE.md +568 -0
- package/templates/creative/narrative-architect/.cursor/rules/collaboration.mdc +62 -0
- package/templates/creative/narrative-architect/.cursor/rules/continuity-tracking.mdc +56 -0
- package/templates/creative/narrative-architect/.cursor/rules/overview.mdc +68 -0
- package/templates/creative/narrative-architect/.cursor/rules/story-bible.mdc +77 -0
- package/templates/creative/narrative-architect/.cursor/rules/timeline-management.mdc +60 -0
- package/templates/creative/narrative-architect/.cursor/rules/world-building.mdc +78 -0
- package/templates/creative/narrative-architect/CLAUDE.md +737 -0
- package/templates/creative/social-media-expert/.cursor/rules/audience-growth.mdc +62 -0
- package/templates/creative/social-media-expert/.cursor/rules/community-management.mdc +67 -0
- package/templates/creative/social-media-expert/.cursor/rules/content-strategy.mdc +60 -0
- package/templates/creative/social-media-expert/.cursor/rules/overview.mdc +48 -0
- package/templates/creative/social-media-expert/.cursor/rules/platform-strategy.mdc +64 -0
- package/templates/creative/social-media-expert/.cursor/rules/social-analytics.mdc +64 -0
- package/templates/creative/social-media-expert/CLAUDE.md +624 -0
- package/templates/creative/trend-forecaster/.cursor/rules/cultural-analysis.mdc +59 -0
- package/templates/creative/trend-forecaster/.cursor/rules/forecasting-methods.mdc +63 -0
- package/templates/creative/trend-forecaster/.cursor/rules/overview.mdc +58 -0
- package/templates/creative/trend-forecaster/.cursor/rules/reporting.mdc +61 -0
- package/templates/creative/trend-forecaster/.cursor/rules/signal-analysis.mdc +74 -0
- package/templates/creative/trend-forecaster/.cursor/rules/trend-lifecycle.mdc +75 -0
- package/templates/creative/trend-forecaster/CLAUDE.md +717 -0
- package/templates/creative/ux-designer/.cursor/rules/accessibility.mdc +69 -0
- package/templates/creative/ux-designer/.cursor/rules/emotional-design.mdc +59 -0
- package/templates/creative/ux-designer/.cursor/rules/handoff.mdc +73 -0
- package/templates/creative/ux-designer/.cursor/rules/information-architecture.mdc +62 -0
- package/templates/creative/ux-designer/.cursor/rules/interaction-design.mdc +66 -0
- package/templates/creative/ux-designer/.cursor/rules/overview.mdc +61 -0
- package/templates/creative/ux-designer/.cursor/rules/research.mdc +61 -0
- package/templates/creative/ux-designer/.cursor/rules/visual-design.mdc +68 -0
- package/templates/creative/ux-designer/CLAUDE.md +124 -0
- package/templates/dogfood/project-overview.mdc +12 -0
- package/templates/dogfood/project-structure.mdc +82 -0
- package/templates/dogfood/rules-creation-best-practices.mdc +45 -0
- package/templates/education/educator/.cursor/rules/accessibility.mdc +67 -0
- package/templates/education/educator/.cursor/rules/assessment.mdc +68 -0
- package/templates/education/educator/.cursor/rules/curriculum.mdc +57 -0
- package/templates/education/educator/.cursor/rules/engagement.mdc +65 -0
- package/templates/education/educator/.cursor/rules/instructional-design.mdc +69 -0
- package/templates/education/educator/.cursor/rules/overview.mdc +57 -0
- package/templates/education/educator/.cursor/rules/retention.mdc +64 -0
- package/templates/education/educator/CLAUDE.md +338 -0
- package/templates/engineering/blockchain/.cursor/rules/defi-patterns.mdc +48 -0
- package/templates/engineering/blockchain/.cursor/rules/gas-optimization.mdc +77 -0
- package/templates/engineering/blockchain/.cursor/rules/overview.mdc +41 -0
- package/templates/engineering/blockchain/.cursor/rules/security.mdc +61 -0
- package/templates/engineering/blockchain/.cursor/rules/smart-contracts.mdc +64 -0
- package/templates/engineering/blockchain/.cursor/rules/testing.mdc +77 -0
- package/templates/engineering/blockchain/.cursor/rules/web3-integration.mdc +47 -0
- package/templates/engineering/blockchain/CLAUDE.md +389 -0
- package/templates/engineering/cli-tools/.cursor/rules/architecture.mdc +76 -0
- package/templates/engineering/cli-tools/.cursor/rules/arguments.mdc +65 -0
- package/templates/engineering/cli-tools/.cursor/rules/distribution.mdc +40 -0
- package/templates/engineering/cli-tools/.cursor/rules/error-handling.mdc +67 -0
- package/templates/engineering/cli-tools/.cursor/rules/overview.mdc +58 -0
- package/templates/engineering/cli-tools/.cursor/rules/testing.mdc +42 -0
- package/templates/engineering/cli-tools/.cursor/rules/user-experience.mdc +43 -0
- package/templates/engineering/cli-tools/CLAUDE.md +356 -0
- package/templates/engineering/data-engineering/.cursor/rules/data-modeling.mdc +71 -0
- package/templates/engineering/data-engineering/.cursor/rules/data-quality.mdc +78 -0
- package/templates/engineering/data-engineering/.cursor/rules/overview.mdc +49 -0
- package/templates/engineering/data-engineering/.cursor/rules/performance.mdc +71 -0
- package/templates/engineering/data-engineering/.cursor/rules/pipeline-design.mdc +79 -0
- package/templates/engineering/data-engineering/.cursor/rules/security.mdc +79 -0
- package/templates/engineering/data-engineering/.cursor/rules/testing.mdc +75 -0
- package/templates/engineering/data-engineering/CLAUDE.md +974 -0
- package/templates/engineering/devops-sre/.cursor/rules/capacity-planning.mdc +49 -0
- package/templates/engineering/devops-sre/.cursor/rules/change-management.mdc +51 -0
- package/templates/engineering/devops-sre/.cursor/rules/chaos-engineering.mdc +50 -0
- package/templates/engineering/devops-sre/.cursor/rules/disaster-recovery.mdc +54 -0
- package/templates/engineering/devops-sre/.cursor/rules/incident-management.mdc +56 -0
- package/templates/engineering/devops-sre/.cursor/rules/observability.mdc +50 -0
- package/templates/engineering/devops-sre/.cursor/rules/overview.mdc +76 -0
- package/templates/engineering/devops-sre/.cursor/rules/postmortems.mdc +49 -0
- package/templates/engineering/devops-sre/.cursor/rules/runbooks.mdc +49 -0
- package/templates/engineering/devops-sre/.cursor/rules/slo-sli.mdc +46 -0
- package/templates/engineering/devops-sre/.cursor/rules/toil-reduction.mdc +52 -0
- package/templates/engineering/devops-sre/CLAUDE.md +1007 -0
- package/templates/engineering/fullstack/.cursor/rules/api-contracts.mdc +79 -0
- package/templates/engineering/fullstack/.cursor/rules/architecture.mdc +79 -0
- package/templates/engineering/fullstack/.cursor/rules/overview.mdc +61 -0
- package/templates/engineering/fullstack/.cursor/rules/shared-types.mdc +77 -0
- package/templates/engineering/fullstack/.cursor/rules/testing.mdc +72 -0
- package/templates/engineering/fullstack/CLAUDE.md +349 -0
- package/templates/engineering/ml-ai/.cursor/rules/data-engineering.mdc +71 -0
- package/templates/engineering/ml-ai/.cursor/rules/deployment.mdc +43 -0
- package/templates/engineering/ml-ai/.cursor/rules/model-development.mdc +44 -0
- package/templates/engineering/ml-ai/.cursor/rules/monitoring.mdc +45 -0
- package/templates/engineering/ml-ai/.cursor/rules/overview.mdc +42 -0
- package/templates/engineering/ml-ai/.cursor/rules/security.mdc +51 -0
- package/templates/engineering/ml-ai/.cursor/rules/testing.mdc +44 -0
- package/templates/engineering/ml-ai/CLAUDE.md +1136 -0
- package/templates/engineering/mobile/.cursor/rules/navigation.mdc +75 -0
- package/templates/engineering/mobile/.cursor/rules/offline-first.mdc +68 -0
- package/templates/engineering/mobile/.cursor/rules/overview.mdc +76 -0
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- package/templates/engineering/mobile/.cursor/rules/testing.mdc +77 -0
- package/templates/engineering/mobile/CLAUDE.md +233 -0
- package/templates/engineering/platform-engineering/.cursor/rules/ci-cd.mdc +51 -0
- package/templates/engineering/platform-engineering/.cursor/rules/developer-experience.mdc +48 -0
- package/templates/engineering/platform-engineering/.cursor/rules/infrastructure-as-code.mdc +62 -0
- package/templates/engineering/platform-engineering/.cursor/rules/kubernetes.mdc +51 -0
- package/templates/engineering/platform-engineering/.cursor/rules/observability.mdc +52 -0
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- package/templates/engineering/qa-engineering/.cursor/rules/automation.mdc +71 -0
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- package/templates/engineering/testing/.cursor/rules/reliability.mdc +39 -0
- package/templates/engineering/testing/.cursor/rules/tdd-methodology.mdc +52 -0
- package/templates/engineering/testing/.cursor/rules/test-data.mdc +46 -0
- package/templates/engineering/testing/.cursor/rules/test-design.mdc +45 -0
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# Marketing Expert Development Guide
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Principal-level guidelines for developing brand strategy, planning multi-channel campaigns, analyzing market segments, crafting positioning, executing go-to-market plans, measuring marketing performance, and scaling growth through systematic frameworks.
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---
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## Overview
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This guide applies to:
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- Brand strategy, positioning, and competitive differentiation
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- Market segmentation, persona development, and sizing
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- Campaign planning, creative strategy, and channel mix optimization
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- Go-to-market execution, launch planning, and sales enablement
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- Marketing analytics, attribution modeling, and performance measurement
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- Growth frameworks, retention strategy, and scaling loops
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### Key Principles
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1. **Customer Obsession** - Every strategy starts and ends with a deep understanding of the customer
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2. **Positioning Clarity** - If you cannot articulate differentiation in one sentence, you have not found it yet
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3. **Measurable Outcomes** - Marketing without measurement is guessing with a budget
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4. **Full-Funnel Thinking** - Optimize for the journey, not a single touchpoint
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5. **Compounding Returns** - Build assets and loops that increase in value over time
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6. **Intellectual Honesty** - Kill campaigns that do not work; double down on those that do
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### Core Frameworks
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| Framework | Purpose |
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|-----------|---------|
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| STP (Segmentation, Targeting, Positioning) | Foundation for all strategic marketing decisions |
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| AARRR (Pirate Metrics) | Acquisition, Activation, Retention, Revenue, Referral funnel |
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| Brand Pyramid | Build brand meaning from attributes to emotional benefits |
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| Jobs To Be Done (JTBD) | Understand why customers hire your product |
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| 4Ps / 7Ps Marketing Mix | Product, Price, Place, Promotion (+ People, Process, Physical Evidence) |
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| RACE Framework | Reach, Act, Convert, Engage digital marketing planning |
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| ICE Scoring | Impact, Confidence, Ease prioritization for experiments |
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| Porter's Generic Strategies | Cost leadership, differentiation, focus positioning |
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---
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## Brand Strategy
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### Brand Architecture
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| Model | Description | Example | Trade-off |
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|-------|-----------|---------|-----------|
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| Branded House | Single master brand across all products | Google | Equity transfers, but risk spreads |
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| House of Brands | Independent brands under parent | P&G (Tide, Pampers) | Segment targeting, but higher cost |
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| Endorsed Brand | Sub-brands with parent endorsement | Marriott | Balance of trust and independence |
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| Hybrid | Mix of approaches per business unit | Microsoft | Flexibility, but complexity |
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### Brand Positioning Canvas
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| Element | Definition | Example |
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|---------|-----------|---------|
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| Target Audience | Who are you for? | "Growth-stage B2B SaaS companies" |
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| Category | What space do you compete in? | "Revenue intelligence platform" |
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| Key Benefit | What is the primary value? | "Close deals 40% faster" |
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| Reason to Believe | Why should they trust you? | "AI trained on 10M+ sales calls" |
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| Brand Personality | What human traits describe you? | "Bold, data-driven, approachable" |
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| Competitive Alternative | What would they use instead? | "Manual CRM logging and gut instinct" |
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### Messaging Hierarchy
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```text
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Messaging Hierarchy
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├── Brand Promise (1 sentence)
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│ └── The single most important thing you want people to remember
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├── Value Propositions (3-5 pillars)
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│ ├── Pillar 1: [Functional benefit]
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│ ├── Pillar 2: [Emotional benefit]
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│ ├── Pillar 3: [Differentiator]
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│ └── Pillar 4: [Social proof / trust]
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├── Proof Points (per pillar)
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│ ├── Customer stories, case studies
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│ ├── Data, benchmarks, third-party validation
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│ └── Product features and capabilities
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└── Audience-Specific Messaging
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├── Decision Maker: Business outcomes, ROI
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├── Influencer: Technical depth, integration
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├── End User: Ease of use, daily value
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└── Champion: Career advancement, peer recognition
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```
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### Positioning Statement Template
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```markdown
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## Positioning Statement
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For **[target audience]**
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who **[statement of need or opportunity]**,
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**[product name]** is a **[product category]**
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that **[key benefit / reason to buy]**.
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Unlike **[competitive alternative]**,
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our product **[primary differentiation]**.
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### Proof Points
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- [Data point or customer evidence 1]
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- [Data point or customer evidence 2]
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- [Data point or customer evidence 3]
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```
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### Competitive Differentiation Matrix
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| Dimension | Your Brand | Competitor A | Competitor B | Competitor C |
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|-----------|-----------|-------------|-------------|-------------|
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| Price point | | | | |
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| Primary audience | | | | |
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| Core capability | | | | |
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| Key weakness | | | | |
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| Market perception | | | | |
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| Distribution model | | | | |
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---
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## Market Segmentation
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### Segmentation Approaches
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| Approach | Variables | Best For |
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|----------|----------|----------|
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| Demographic | Age, income, education, occupation | B2C mass market |
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| Firmographic | Industry, company size, revenue, location | B2B targeting |
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| Psychographic | Values, attitudes, interests, lifestyle | Brand positioning |
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| Behavioral | Usage patterns, purchase history, loyalty | Retention and upsell |
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| Needs-Based | Problems to solve, outcomes desired | Product-market fit |
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| Technographic | Tech stack, adoption patterns, maturity | SaaS and developer tools |
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### Market Sizing Framework
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```text
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Market Sizing Funnel
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├── TAM (Total Addressable Market)
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│ ├── Everyone who could theoretically buy
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│ ├── Method: Top-down from industry reports
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│ └── Purpose: Investor storytelling, ceiling check
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├── SAM (Serviceable Addressable Market)
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│ ├── Subset you can reach with current model
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│ ├── Method: Filter by geography, segment, channel
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│ └── Purpose: Strategic planning horizon
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├── SOM (Serviceable Obtainable Market)
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│ ├── Realistic share you can capture in 1-3 years
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│ ├── Method: Bottom-up from pipeline and capacity
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│ └── Purpose: Revenue forecasting, resource allocation
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└── Beachhead Market
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├── The first niche you dominate completely
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├── Method: Identify highest urgency + lowest competition
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└── Purpose: Establish credibility before expanding
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```
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### Persona Development Template
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```markdown
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## Persona: [Name]
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**Role**: [Job title / function]
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**Company**: [Size, industry, stage]
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### Goals and Pain Points
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| Goals | Pain Points |
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|-------|------------|
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| [Primary professional goal] | [What keeps them up at night] |
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| [Goal related to your product] | [Daily frustration in your category] |
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### Buying Behavior
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|--------|--------|
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| Research sources | [Where they learn] |
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| Decision criteria | [Top 3 purchase factors] |
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| Buying process | [Solo / committee / procurement] |
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| Budget authority | [Approver / influencer / user] |
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| Typical sales cycle | [Days / weeks / months] |
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```
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### ICP (Ideal Customer Profile) Scoring
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| Attribute | Weight | Score (1-5) | Weighted Score |
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|-----------|--------|-------------|---------------|
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| Industry fit | 20% | | |
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| Company size | 15% | | |
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| Budget availability | 20% | | |
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| Pain severity | 25% | | |
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| Technology readiness | 10% | | |
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| Champion presence | 10% | | |
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| **Total** | **100%** | | **__ / 5.0** |
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---
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## Campaign Strategy
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### Campaign Planning Framework
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```text
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Campaign Lifecycle
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├── Strategy
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│ ├── Define objective (awareness / consideration / conversion)
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│ ├── Identify target segments and personas
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│ ├── Set KPIs and success criteria
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│ └── Determine budget and timeline
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├── Creative
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│ ├── Develop core concept and messaging
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│ ├── Create asset matrix (formats x channels)
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│ ├── Build landing pages and conversion paths
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│ └── Prepare A/B test variants
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├── Execution
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│ ├── Launch across channels per media plan
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│ ├── Monitor pacing and delivery daily
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│ ├── Optimize bids, targeting, and creative in-flight
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│ └── Coordinate cross-channel sequencing
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├── Measurement
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│ ├── Track against KPIs daily/weekly
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│ ├── Run attribution analysis
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│ ├── Conduct post-campaign analysis
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│ └── Document learnings for next cycle
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└── Iteration
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├── Scale winning combinations
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├── Kill underperformers quickly
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├── Feed learnings into next campaign
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|
220
|
+
└── Update persona and channel insights
|
|
221
|
+
```
|
|
222
|
+
|
|
223
|
+
### Channel Mix Matrix
|
|
224
|
+
|
|
225
|
+
| Channel | Funnel Stage | Cost Model | Strengths | Weaknesses |
|
|
226
|
+
|---------|-------------|-----------|-----------|------------|
|
|
227
|
+
| Paid Search | Consideration / Conversion | CPC | High intent, measurable | Expensive, competitive |
|
|
228
|
+
| Paid Social | Awareness / Consideration | CPM / CPC | Targeting precision, scale | Ad fatigue, privacy changes |
|
|
229
|
+
| Content Marketing | All stages | Fixed cost | Compounding value, SEO | Slow to build, hard to measure |
|
|
230
|
+
| Email Marketing | Consideration / Retention | Fixed cost | High ROI, owned channel | List decay, deliverability |
|
|
231
|
+
| Events / Webinars | Consideration / Conversion | Fixed cost | Relationship building | High cost per lead, logistics |
|
|
232
|
+
| SEO / Organic | Awareness / Consideration | Fixed cost | Sustainable traffic | 6-12 month ramp, algorithm risk |
|
|
233
|
+
| Partnerships | All stages | Revenue share | Trust transfer, new audiences | Less control, alignment issues |
|
|
234
|
+
| Direct Mail | Consideration / Conversion | Per piece | Cuts through digital noise | Cost, targeting accuracy |
|
|
235
|
+
|
|
236
|
+
### Budget Allocation Model
|
|
237
|
+
|
|
238
|
+
| Category | Early Stage (%) | Growth Stage (%) | Mature Stage (%) |
|
|
239
|
+
|----------|----------------|-----------------|-----------------|
|
|
240
|
+
| Paid acquisition | 40-50 | 30-40 | 20-30 |
|
|
241
|
+
| Content and SEO | 20-25 | 20-25 | 15-20 |
|
|
242
|
+
| Brand and creative | 10-15 | 15-20 | 20-25 |
|
|
243
|
+
| Events and sponsorships | 5-10 | 10-15 | 15-20 |
|
|
244
|
+
| Marketing operations | 10-15 | 10-15 | 10-15 |
|
|
245
|
+
| Experimentation reserve | 5-10 | 5-10 | 5-10 |
|
|
246
|
+
|
|
247
|
+
### Campaign Brief Template
|
|
248
|
+
|
|
249
|
+
```markdown
|
|
250
|
+
## Campaign Brief: [Campaign Name]
|
|
251
|
+
|
|
252
|
+
**Objective**: [Awareness / Lead Gen / Conversion / Retention]
|
|
253
|
+
**Target Segment**: [Primary persona and ICP]
|
|
254
|
+
**Timeline**: [Start date] - [End date]
|
|
255
|
+
**Budget**: [Total budget, breakdown by channel]
|
|
256
|
+
|
|
257
|
+
### Core Message
|
|
258
|
+
[One sentence summarizing the campaign value proposition]
|
|
259
|
+
|
|
260
|
+
### Success Metrics
|
|
261
|
+
| KPI | Target | Measurement Method |
|
|
262
|
+
|-----|--------|-------------------|
|
|
263
|
+
| [Metric 1] | [Target value] | [How measured] |
|
|
264
|
+
| [Metric 2] | [Target value] | [How measured] |
|
|
265
|
+
| [Metric 3] | [Target value] | [How measured] |
|
|
266
|
+
|
|
267
|
+
### Channel Plan
|
|
268
|
+
| Channel | Budget | Goal | Timeline |
|
|
269
|
+
|---------|--------|------|----------|
|
|
270
|
+
| [Channel 1] | [$X] | [Channel-specific goal] | [Dates] |
|
|
271
|
+
| [Channel 2] | [$X] | [Channel-specific goal] | [Dates] |
|
|
272
|
+
|
|
273
|
+
### Creative Requirements
|
|
274
|
+
- [Asset 1: Format, dimensions, copy length]
|
|
275
|
+
- [Asset 2: Format, dimensions, copy length]
|
|
276
|
+
|
|
277
|
+
### Approval Process
|
|
278
|
+
| Milestone | Approver | Date |
|
|
279
|
+
|-----------|----------|------|
|
|
280
|
+
| Brief sign-off | [Name] | [Date] |
|
|
281
|
+
| Creative approval | [Name] | [Date] |
|
|
282
|
+
| Launch approval | [Name] | [Date] |
|
|
283
|
+
```
|
|
284
|
+
|
|
285
|
+
---
|
|
286
|
+
|
|
287
|
+
## Go-to-Market Execution
|
|
288
|
+
|
|
289
|
+
### GTM Strategy Components
|
|
290
|
+
|
|
291
|
+
```text
|
|
292
|
+
Go-to-Market Architecture
|
|
293
|
+
├── Market Definition
|
|
294
|
+
│ ├── Target segment and ICP
|
|
295
|
+
│ ├── Beachhead vs expansion markets
|
|
296
|
+
│ ├── Market timing and readiness
|
|
297
|
+
│ └── Competitive landscape
|
|
298
|
+
├── Value Proposition
|
|
299
|
+
│ ├── Positioning statement
|
|
300
|
+
│ ├── Messaging by persona
|
|
301
|
+
│ ├── Proof points and social proof
|
|
302
|
+
│ └── Pricing and packaging
|
|
303
|
+
├── Distribution Strategy
|
|
304
|
+
│ ├── Direct sales (enterprise)
|
|
305
|
+
│ ├── Self-serve (PLG)
|
|
306
|
+
│ ├── Channel partners (resellers, integrators)
|
|
307
|
+
│ └── Marketplace (app stores, directories)
|
|
308
|
+
├── Demand Generation
|
|
309
|
+
│ ├── Inbound (content, SEO, community)
|
|
310
|
+
│ ├── Outbound (sales, ABM, events)
|
|
311
|
+
│ ├── Product-led (freemium, trials, viral)
|
|
312
|
+
│ └── Partner-led (co-marketing, referrals)
|
|
313
|
+
└── Sales Enablement
|
|
314
|
+
├── Battle cards and competitive intel
|
|
315
|
+
├── Demo scripts and talk tracks
|
|
316
|
+
├── Objection handling guides
|
|
317
|
+
└── ROI calculators and business cases
|
|
318
|
+
```
|
|
319
|
+
|
|
320
|
+
### Launch Readiness Checklist
|
|
321
|
+
|
|
322
|
+
| Area | Item | Owner | Status |
|
|
323
|
+
|------|------|-------|--------|
|
|
324
|
+
| Product | Feature complete and QA passed | PM | |
|
|
325
|
+
| Pricing | Pricing page and billing tested | RevOps | |
|
|
326
|
+
| Messaging | Positioning and copy finalized | Marketing | |
|
|
327
|
+
| Content | Blog, landing page, one-pager ready | Content | |
|
|
328
|
+
| Sales | Team trained, materials distributed | Enablement | |
|
|
329
|
+
| Support | Knowledge base and FAQs published | Support | |
|
|
330
|
+
| PR | Press release and media outreach planned | Comms | |
|
|
331
|
+
| Analytics | Tracking, dashboards, and alerts live | Analytics | |
|
|
332
|
+
| Legal | Terms, privacy, compliance reviewed | Legal | |
|
|
333
|
+
| Executive | Internal announcement and alignment | Leadership | |
|
|
334
|
+
|
|
335
|
+
### Pricing Strategy Matrix
|
|
336
|
+
|
|
337
|
+
| Strategy | Description | Best For |
|
|
338
|
+
|----------|-----------|----------|
|
|
339
|
+
| Value-Based | Price reflects customer value received | Strong differentiation, measurable ROI |
|
|
340
|
+
| Competitive | Price relative to alternatives | Commoditized markets, price-sensitive buyers |
|
|
341
|
+
| Cost-Plus | Price = cost + margin | Physical products, services with clear COGS |
|
|
342
|
+
| Penetration | Low initial price to capture share | New market entry, network effects |
|
|
343
|
+
| Skimming | High initial price, lower over time | Innovation-driven, early adopter segments |
|
|
344
|
+
| Freemium | Free tier + paid upgrades | PLG, high volume, low marginal cost |
|
|
345
|
+
| Usage-Based | Pay per unit consumed | Infrastructure, API, platform businesses |
|
|
346
|
+
|
|
347
|
+
---
|
|
348
|
+
|
|
349
|
+
## Marketing Analytics
|
|
350
|
+
|
|
351
|
+
### Measurement Framework
|
|
352
|
+
|
|
353
|
+
```text
|
|
354
|
+
Analytics Hierarchy
|
|
355
|
+
├── Business Metrics (Board Level)
|
|
356
|
+
│ ├── Revenue attributed to marketing
|
|
357
|
+
│ ├── Customer acquisition cost (CAC)
|
|
358
|
+
│ ├── CAC payback period
|
|
359
|
+
│ ├── Marketing-sourced pipeline
|
|
360
|
+
│ └── Brand awareness (aided/unaided)
|
|
361
|
+
├── Program Metrics (VP Level)
|
|
362
|
+
│ ├── Pipeline generated by channel
|
|
363
|
+
│ ├── Conversion rates by funnel stage
|
|
364
|
+
│ ├── Cost per lead / cost per MQL / cost per SQL
|
|
365
|
+
│ ├── Content engagement rates
|
|
366
|
+
│ └── Channel ROI
|
|
367
|
+
├── Campaign Metrics (Manager Level)
|
|
368
|
+
│ ├── Impressions, clicks, CTR
|
|
369
|
+
│ ├── Landing page conversion rate
|
|
370
|
+
│ ├── Email open rate, click rate
|
|
371
|
+
│ ├── Social engagement rate
|
|
372
|
+
│ └── A/B test results
|
|
373
|
+
└── Operational Metrics (Team Level)
|
|
374
|
+
├── Content production velocity
|
|
375
|
+
├── Campaign launch on-time rate
|
|
376
|
+
├── SLA adherence (lead response time)
|
|
377
|
+
├── Database health (bounce, unsubscribe)
|
|
378
|
+
└── Tool utilization and adoption
|
|
379
|
+
```
|
|
380
|
+
|
|
381
|
+
### Attribution Models
|
|
382
|
+
|
|
383
|
+
| Model | Description | Strengths | Weaknesses |
|
|
384
|
+
|-------|-----------|-----------|------------|
|
|
385
|
+
| First Touch | 100% credit to first interaction | Simple, shows awareness drivers | Ignores nurture and conversion |
|
|
386
|
+
| Last Touch | 100% credit to last interaction | Simple, shows conversion drivers | Ignores awareness and middle |
|
|
387
|
+
| Linear | Equal credit to all touchpoints | Fair distribution | No signal on what matters most |
|
|
388
|
+
| Time Decay | More credit to recent touches | Reflects recency value | Undervalues brand and content |
|
|
389
|
+
| U-Shaped | 40% first, 40% last, 20% middle | Balances awareness and conversion | Somewhat arbitrary weights |
|
|
390
|
+
| W-Shaped | 30% first, 30% lead create, 30% opportunity, 10% rest | Full-funnel visibility | Complex to implement |
|
|
391
|
+
| Data-Driven | Algorithmic based on actual paths | Most accurate | Requires volume, black box |
|
|
392
|
+
|
|
393
|
+
### A/B Testing Protocol
|
|
394
|
+
|
|
395
|
+
| Phase | Activity | Detail |
|
|
396
|
+
|-------|----------|--------|
|
|
397
|
+
| Hypothesis | State what you expect to happen | "Changing CTA from 'Learn More' to 'See Demo' will increase CTR by 15%" |
|
|
398
|
+
| Design | Define test parameters | Variable, control, sample size, duration |
|
|
399
|
+
| Execution | Run the test | Ensure random assignment, no contamination |
|
|
400
|
+
| Analysis | Evaluate results | Statistical significance (p < 0.05), effect size |
|
|
401
|
+
| Decision | Act on findings | Implement winner, document learning |
|
|
402
|
+
| Archive | Record for institutional memory | Test ID, hypothesis, result, next action |
|
|
403
|
+
|
|
404
|
+
### KPI Dashboard Structure
|
|
405
|
+
|
|
406
|
+
| Dashboard | Audience | Refresh | Key Metrics |
|
|
407
|
+
|-----------|----------|---------|-------------|
|
|
408
|
+
| Executive | C-suite, Board | Monthly | Revenue, CAC, brand awareness, pipeline |
|
|
409
|
+
| Demand Gen | VP Marketing | Weekly | Pipeline by channel, conversion rates, spend efficiency |
|
|
410
|
+
| Content | Content Team | Weekly | Traffic, engagement, SEO rankings, content pipeline |
|
|
411
|
+
| Campaign | Campaign Managers | Daily | Impressions, clicks, conversions, pacing |
|
|
412
|
+
| Product Marketing | PMM | Monthly | Win/loss rates, feature adoption, competitive landscape |
|
|
413
|
+
|
|
414
|
+
---
|
|
415
|
+
|
|
416
|
+
## Growth Frameworks
|
|
417
|
+
|
|
418
|
+
### Growth Loop Architecture
|
|
419
|
+
|
|
420
|
+
```text
|
|
421
|
+
Growth Loop Types
|
|
422
|
+
├── Viral Loop
|
|
423
|
+
│ ├── User invites others as part of core experience
|
|
424
|
+
│ ├── Metric: Viral coefficient (K-factor)
|
|
425
|
+
│ ├── Example: Dropbox referral, Slack workspace invites
|
|
426
|
+
│ └── Lever: Reduce friction in sharing, increase incentive
|
|
427
|
+
├── Content Loop
|
|
428
|
+
│ ├── Users create content that attracts new users via search
|
|
429
|
+
│ ├── Metric: User-generated content volume, SEO impressions
|
|
430
|
+
│ ├── Example: Pinterest pins, Stack Overflow answers
|
|
431
|
+
│ └── Lever: Make creation easy, optimize for discoverability
|
|
432
|
+
├── Paid Loop
|
|
433
|
+
│ ├── Revenue funds acquisition spend that generates more revenue
|
|
434
|
+
│ ├── Metric: LTV:CAC ratio, payback period
|
|
435
|
+
│ ├── Example: Performance marketing reinvestment
|
|
436
|
+
│ └── Lever: Improve LTV, reduce CAC, shorten payback
|
|
437
|
+
├── Sales Loop
|
|
438
|
+
│ ├── Customer success generates referrals and case studies
|
|
439
|
+
│ ├── Metric: Net revenue retention, referral pipeline
|
|
440
|
+
│ ├── Example: Enterprise land-and-expand
|
|
441
|
+
│ └── Lever: Drive adoption, capture advocates, enable referrals
|
|
442
|
+
└── Product Loop
|
|
443
|
+
├── Product usage generates data/network effects that improve value
|
|
444
|
+
├── Metric: Engagement depth, network density
|
|
445
|
+
├── Example: Waze traffic data, marketplace liquidity
|
|
446
|
+
└── Lever: Increase usage frequency, expand use cases
|
|
447
|
+
```
|
|
448
|
+
|
|
449
|
+
### AARRR Funnel Optimization
|
|
450
|
+
|
|
451
|
+
| Stage | Question | Key Metrics | Tactics |
|
|
452
|
+
|-------|----------|------------|---------|
|
|
453
|
+
| Acquisition | How do users find us? | Traffic sources, CAC, signup rate | SEO, paid, content, partnerships |
|
|
454
|
+
| Activation | Do users experience core value quickly? | Time to value, onboarding completion | Onboarding flows, guided setup, quick wins |
|
|
455
|
+
| Retention | Do users come back? | DAU/MAU, churn rate, cohort curves | Engagement loops, notifications, habit formation |
|
|
456
|
+
| Revenue | Do users pay? | Conversion to paid, ARPU, expansion | Pricing experiments, upsell, packaging |
|
|
457
|
+
| Referral | Do users tell others? | K-factor, NPS, referral conversion | Referral programs, sharing features, advocacy |
|
|
458
|
+
|
|
459
|
+
### Experimentation Framework
|
|
460
|
+
|
|
461
|
+
```text
|
|
462
|
+
Experiment Lifecycle
|
|
463
|
+
├── Ideation
|
|
464
|
+
│ ├── Collect ideas from all teams
|
|
465
|
+
│ ├── Categorize by funnel stage
|
|
466
|
+
│ └── Estimate potential impact
|
|
467
|
+
├── Prioritization (ICE Scoring)
|
|
468
|
+
│ ├── Impact: How big is the potential win? (1-10)
|
|
469
|
+
│ ├── Confidence: How sure are we it will work? (1-10)
|
|
470
|
+
│ ├── Ease: How quick and cheap to test? (1-10)
|
|
471
|
+
│ └── Score = (I + C + E) / 3
|
|
472
|
+
├── Design
|
|
473
|
+
│ ├── Write hypothesis statement
|
|
474
|
+
│ ├── Define success metric and threshold
|
|
475
|
+
│ ├── Calculate minimum sample size
|
|
476
|
+
│ └── Set test duration
|
|
477
|
+
├── Execution
|
|
478
|
+
│ ├── Build minimum viable test
|
|
479
|
+
│ ├── QA and launch
|
|
480
|
+
│ ├── Monitor for data quality issues
|
|
481
|
+
│ └── Do not peek at results early
|
|
482
|
+
└── Learning
|
|
483
|
+
├── Analyze with statistical rigor
|
|
484
|
+
├── Document win, loss, or inconclusive
|
|
485
|
+
├── Share learnings across teams
|
|
486
|
+
└── Feed into next experiment cycle
|
|
487
|
+
```
|
|
488
|
+
|
|
489
|
+
### Retention Strategy Framework
|
|
490
|
+
|
|
491
|
+
| Strategy | Mechanism | Application |
|
|
492
|
+
|----------|----------|-------------|
|
|
493
|
+
| Habit Formation | Trigger-action-reward loops | Daily/weekly engagement hooks |
|
|
494
|
+
| Switching Costs | Data, integrations, workflows invested | Deep product integration, data moats |
|
|
495
|
+
| Community | Peer connections and shared identity | Forums, events, user groups |
|
|
496
|
+
| Content | Ongoing education and value delivery | Courses, newsletters, product tips |
|
|
497
|
+
| Personalization | Increasingly relevant experience | ML-driven recommendations, custom dashboards |
|
|
498
|
+
| Expansion | New features and use cases over time | Product roadmap aligned to user maturity |
|
|
499
|
+
|
|
500
|
+
### Product-Led Growth Stages
|
|
501
|
+
|
|
502
|
+
| Stage | Key Tactics | Primary Metric |
|
|
503
|
+
|-------|-----------|---------------|
|
|
504
|
+
| Acquisition | Free tier, SEO templates, developer ecosystem | Signups, organic traffic |
|
|
505
|
+
| Activation | Self-serve onboarding, time-to-value under 5 min | Onboarding completion, first value event |
|
|
506
|
+
| Monetization | Usage-based triggers, in-product upgrade prompts, PQL scoring | Conversion to paid, ARPU |
|
|
507
|
+
| Retention | Engagement scoring, re-engagement campaigns, feature launches | DAU/MAU, churn rate |
|
|
508
|
+
| Expansion | Team invitations, cross-department discovery, enterprise tier | Net revenue retention, seats per account |
|
|
509
|
+
|
|
510
|
+
---
|
|
511
|
+
|
|
512
|
+
## Common Pitfalls
|
|
513
|
+
|
|
514
|
+
### 1. Building Without Positioning
|
|
515
|
+
|
|
516
|
+
Wrong: Jump straight into campaigns without a clear positioning statement. Run ads that describe features rather than customer outcomes.
|
|
517
|
+
|
|
518
|
+
Right: Invest the time to define a sharp positioning statement. Validate it with customer interviews before spending a dollar on campaigns.
|
|
519
|
+
|
|
520
|
+
### 2. Vanity Metrics Obsession
|
|
521
|
+
|
|
522
|
+
Wrong: Celebrate impressions, followers, and page views. Report metrics that feel good but do not connect to revenue.
|
|
523
|
+
|
|
524
|
+
Right: Tie every metric to a business outcome. If you cannot draw a line from the metric to revenue, it does not belong on the executive dashboard.
|
|
525
|
+
|
|
526
|
+
### 3. Channel Loyalty Over Performance
|
|
527
|
+
|
|
528
|
+
Wrong: Keep spending on a channel because "it has always worked" or because the team is comfortable with it.
|
|
529
|
+
|
|
530
|
+
Right: Evaluate every channel quarterly by cost per pipeline dollar generated. Reallocate budget ruthlessly based on performance data.
|
|
531
|
+
|
|
532
|
+
### 4. Ignoring Retention for Acquisition
|
|
533
|
+
|
|
534
|
+
Wrong: Pour 90% of budget into top-of-funnel acquisition while churn silently erodes the customer base.
|
|
535
|
+
|
|
536
|
+
Right: Balance acquisition and retention investment. A 5% improvement in retention often outperforms a 25% increase in lead volume.
|
|
537
|
+
|
|
538
|
+
### 5. One-Size-Fits-All Messaging
|
|
539
|
+
|
|
540
|
+
Wrong: Use the same pitch deck, email template, and ad copy for every segment and persona.
|
|
541
|
+
|
|
542
|
+
Right: Develop persona-specific messaging that speaks to each audience's unique pain points, language, and buying criteria.
|
|
543
|
+
|
|
544
|
+
### 6. Premature Scaling
|
|
545
|
+
|
|
546
|
+
Wrong: Increase budget 10x on a campaign that showed early promise with a small sample before reaching statistical significance.
|
|
547
|
+
|
|
548
|
+
Right: Validate performance with statistically significant data. Scale incrementally (2-3x at a time) and monitor for diminishing returns.
|
|
549
|
+
|
|
550
|
+
### 7. Neglecting Brand for Performance
|
|
551
|
+
|
|
552
|
+
Wrong: Invest exclusively in performance marketing. Build no brand equity. Become entirely dependent on paid channels.
|
|
553
|
+
|
|
554
|
+
Right: Allocate 15-25% of budget to brand building. Brand creates demand that lowers long-term acquisition costs and increases conversion rates across all channels.
|
|
555
|
+
|
|
556
|
+
---
|
|
557
|
+
|
|
558
|
+
## Resources
|
|
559
|
+
|
|
560
|
+
- [Positioning: The Battle for Your Mind - Al Ries and Jack Trout](https://www.goodreads.com/book/show/760025.Positioning)
|
|
561
|
+
- [Obviously Awesome - April Dunford](https://www.goodreads.com/book/show/45166665-obviously-awesome)
|
|
562
|
+
- [Hacking Growth - Sean Ellis and Morgan Brown](https://www.goodreads.com/book/show/31625935-hacking-growth)
|
|
563
|
+
- [Building a StoryBrand - Donald Miller](https://www.goodreads.com/book/show/34460583-building-a-storybrand)
|
|
564
|
+
- [Reforge Growth Series](https://www.reforge.com/)
|
|
565
|
+
- [HubSpot Marketing Blog](https://blog.hubspot.com/marketing)
|
|
566
|
+
- [Marketing Metrics - Farris, Bendle, Pfeifer, Reibstein](https://www.goodreads.com/book/show/99609.Marketing_Metrics)
|
|
567
|
+
- [AARRR Pirate Metrics - Dave McClure](https://500hats.typepad.com/500blogs/2007/09/startup-metrics.html)
|
|
@@ -0,0 +1,56 @@
|
|
|
1
|
+
---
|
|
2
|
+
description: Alert Management
|
|
3
|
+
alwaysApply: false
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Alert Management
|
|
7
|
+
|
|
8
|
+
Guidelines for configuring, routing, and managing predictive maintenance alerts.
|
|
9
|
+
|
|
10
|
+
## Alert Severity Levels
|
|
11
|
+
|
|
12
|
+
| Level | Condition | Response Time | Action |
|
|
13
|
+
|-------|-----------|--------------|--------|
|
|
14
|
+
| P1 - Critical | Imminent failure (RUL < 48h) or safety risk | < 1 hour | Stop asset, emergency maintenance |
|
|
15
|
+
| P2 - High | Significant degradation (RUL < 2 weeks) | < 8 hours | Schedule urgent maintenance |
|
|
16
|
+
| P3 - Medium | Moderate degradation detected | < 48 hours | Plan maintenance in next window |
|
|
17
|
+
| P4 - Low | Early degradation signal, trend emerging | Next review | Monitor, add to watchlist |
|
|
18
|
+
| P5 - Info | Anomaly detected, no confirmed degradation | Log only | Record for pattern analysis |
|
|
19
|
+
|
|
20
|
+
## Alert Routing
|
|
21
|
+
|
|
22
|
+
| Severity | Primary Recipient | Channel |
|
|
23
|
+
|----------|------------------|---------|
|
|
24
|
+
| P1 | On-shift operator + maintenance lead | SMS + phone + dashboard |
|
|
25
|
+
| P2 | Maintenance planner + shift supervisor | Email + dashboard + push |
|
|
26
|
+
| P3 | Maintenance planner + asset engineer | Dashboard + email |
|
|
27
|
+
| P4 | Asset engineer | Dashboard |
|
|
28
|
+
| P5 | Analytics team | Log only |
|
|
29
|
+
|
|
30
|
+
## Threshold Types
|
|
31
|
+
|
|
32
|
+
- **Static**: Absolute limits from manufacturer specs (e.g., vibration > 18.0 mm/s = P1)
|
|
33
|
+
- **Dynamic**: Adjusted for load, ambient temperature; alert when reading > mean + N std dev
|
|
34
|
+
- **Model-based**: RUL drops below threshold, anomaly score exceeds confidence limit, or degradation rate accelerates
|
|
35
|
+
|
|
36
|
+
## Alert Quality Metrics
|
|
37
|
+
|
|
38
|
+
| Metric | Target |
|
|
39
|
+
|--------|--------|
|
|
40
|
+
| True positive rate | > 80% |
|
|
41
|
+
| False alarm rate | < 15% |
|
|
42
|
+
| Missed detection rate | < 5% |
|
|
43
|
+
| Alert-to-action time | < SLA per severity |
|
|
44
|
+
|
|
45
|
+
## Alert Fatigue Prevention
|
|
46
|
+
|
|
47
|
+
- **Suppress duplicates**: Same asset, same condition, within suppression window
|
|
48
|
+
- **Aggregate related**: Multiple sensors on one asset = one alert with details
|
|
49
|
+
- **Escalate, don't repeat**: Unacknowledged P4 for 48h escalates to P3
|
|
50
|
+
- **Tune continuously**: Review false alarms monthly, adjust thresholds quarterly
|
|
51
|
+
- **Snooze with accountability**: Temporary suppression requires reason and expiration
|
|
52
|
+
|
|
53
|
+
## Common Pitfalls
|
|
54
|
+
|
|
55
|
+
- **Too many P1s**: Tight thresholds to "catch everything" produces 50 daily P1s, all ignored. Reserve P1 for imminent failure or safety risk.
|
|
56
|
+
- **Static thresholds on variable assets**: Same vibration limit at 50% and 100% load. Normalize against operating conditions.
|
|
@@ -0,0 +1,71 @@
|
|
|
1
|
+
---
|
|
2
|
+
description: Asset Lifecycle Management
|
|
3
|
+
alwaysApply: false
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Asset Lifecycle Management
|
|
7
|
+
|
|
8
|
+
Guidelines for tracking assets from commissioning through retirement.
|
|
9
|
+
|
|
10
|
+
## Lifecycle Stages
|
|
11
|
+
|
|
12
|
+
```text
|
|
13
|
+
Procurement → Installation → Commissioning → Operation → Degradation → Overhaul/Replacement → Retirement
|
|
14
|
+
```
|
|
15
|
+
|
|
16
|
+
## Asset Registry Requirements
|
|
17
|
+
|
|
18
|
+
Every monitored asset must have:
|
|
19
|
+
|
|
20
|
+
| Field | Description |
|
|
21
|
+
|-------|-------------|
|
|
22
|
+
| Asset ID | Unique identifier (e.g., PUMP-WH3-042) |
|
|
23
|
+
| Asset class | Equipment category |
|
|
24
|
+
| Criticality | Safety/production/standard/non-critical |
|
|
25
|
+
| Location | Physical location hierarchy |
|
|
26
|
+
| Install date | Commissioning date |
|
|
27
|
+
| Expected life | Design life or fleet average |
|
|
28
|
+
| Current hours | Operating hours accumulated |
|
|
29
|
+
| Maintenance/failure history | Linked records with root cause analysis |
|
|
30
|
+
| Sensor mapping | Which sensors monitor this asset |
|
|
31
|
+
|
|
32
|
+
## Health Index Scoring
|
|
33
|
+
|
|
34
|
+
| Health Index | Condition | Action |
|
|
35
|
+
|-------------|-----------|--------|
|
|
36
|
+
| 90-100 | Excellent | Monitor at standard frequency |
|
|
37
|
+
| 70-89 | Good | Monitor, no action needed |
|
|
38
|
+
| 50-69 | Fair | Increase monitoring, plan maintenance |
|
|
39
|
+
| 30-49 | Poor | Schedule maintenance in next window |
|
|
40
|
+
| 0-29 | Critical | Immediate intervention required |
|
|
41
|
+
|
|
42
|
+
## Fleet Analytics
|
|
43
|
+
|
|
44
|
+
- **Survival analysis**: Weibull distribution of time-to-failure across fleet
|
|
45
|
+
- **Bad actor identification**: Units with failure rates > 2x fleet average
|
|
46
|
+
- **Aging curve analysis**: Health index degradation rate by age cohort
|
|
47
|
+
- **Total cost of ownership**: Acquisition + maintenance + downtime + energy
|
|
48
|
+
|
|
49
|
+
## Replacement Decision Framework
|
|
50
|
+
|
|
51
|
+
```text
|
|
52
|
+
Replace when:
|
|
53
|
+
├── Repair cost > 50% of replacement AND asset > 60% of expected life
|
|
54
|
+
├── Failure frequency > 3x in 12 months despite maintenance
|
|
55
|
+
├── Spare parts becoming obsolete or unavailable
|
|
56
|
+
├── Newer technology offers > 20% efficiency gain
|
|
57
|
+
└── Safety risk exceeds acceptable threshold
|
|
58
|
+
```
|
|
59
|
+
|
|
60
|
+
## Cost Tracking Per Asset
|
|
61
|
+
|
|
62
|
+
- **Capital cost**: Purchase and installation
|
|
63
|
+
- **Cumulative maintenance**: All preventive and corrective actions
|
|
64
|
+
- **Downtime cost**: Lost production attributed to this asset
|
|
65
|
+
- **Energy cost**: Operating consumption trends
|
|
66
|
+
- **Book value**: Current depreciated value
|
|
67
|
+
|
|
68
|
+
## Common Pitfalls
|
|
69
|
+
|
|
70
|
+
- **Treating all assets equally**: Segment by criticality. Safety-critical gets PdM; non-critical can run to failure.
|
|
71
|
+
- **Ignoring fleet patterns**: Compare against fleet baselines. Faster-than-peer degradation signals a unique problem.
|