expxagents 0.1.0

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Files changed (92) hide show
  1. package/assets/agents/_catalog.yaml +11 -0
  2. package/assets/agents/commercial/account-executive.agent.md +41 -0
  3. package/assets/agents/commercial/crm-manager.agent.md +41 -0
  4. package/assets/agents/commercial/pricing-strategist.agent.md +41 -0
  5. package/assets/agents/commercial/proposal-writer.agent.md +41 -0
  6. package/assets/agents/commercial/sdr.agent.md +41 -0
  7. package/assets/agents/development/backend-developer.agent.md +42 -0
  8. package/assets/agents/development/code-reviewer.agent.md +41 -0
  9. package/assets/agents/development/devops-engineer.agent.md +41 -0
  10. package/assets/agents/development/frontend-developer.agent.md +92 -0
  11. package/assets/agents/development/product-manager.agent.md +41 -0
  12. package/assets/agents/development/qa-engineer.agent.md +41 -0
  13. package/assets/agents/development/tech-lead.agent.md +42 -0
  14. package/assets/agents/development/ux-design-expert.agent.md +108 -0
  15. package/assets/agents/marketing/brand-guardian.agent.md +40 -0
  16. package/assets/agents/marketing/content-creator.agent.md +41 -0
  17. package/assets/agents/marketing/email-marketing.agent.md +41 -0
  18. package/assets/agents/marketing/landing-page-builder.agent.md +73 -0
  19. package/assets/agents/marketing/marketing-analyst.agent.md +41 -0
  20. package/assets/agents/marketing/paid-ads-manager.agent.md +41 -0
  21. package/assets/agents/marketing/seo-specialist.agent.md +41 -0
  22. package/assets/agents/marketing/social-media-manager.agent.md +41 -0
  23. package/assets/core/best-practices/_catalog.yaml +85 -0
  24. package/assets/core/best-practices/api-documentation.md +137 -0
  25. package/assets/core/best-practices/blog-post.md +86 -0
  26. package/assets/core/best-practices/blog-seo.md +91 -0
  27. package/assets/core/best-practices/code-review.md +97 -0
  28. package/assets/core/best-practices/copywriting.md +75 -0
  29. package/assets/core/best-practices/data-analysis.md +93 -0
  30. package/assets/core/best-practices/deploy-checklist.md +99 -0
  31. package/assets/core/best-practices/email-newsletter.md +84 -0
  32. package/assets/core/best-practices/email-sales.md +91 -0
  33. package/assets/core/best-practices/image-design.md +78 -0
  34. package/assets/core/best-practices/instagram-feed.md +70 -0
  35. package/assets/core/best-practices/instagram-reels.md +75 -0
  36. package/assets/core/best-practices/instagram-stories.md +68 -0
  37. package/assets/core/best-practices/landing-page.md +279 -0
  38. package/assets/core/best-practices/linkedin-article.md +83 -0
  39. package/assets/core/best-practices/linkedin-post.md +84 -0
  40. package/assets/core/best-practices/researching.md +89 -0
  41. package/assets/core/best-practices/review.md +95 -0
  42. package/assets/core/best-practices/sprint-planning.md +91 -0
  43. package/assets/core/best-practices/strategist.md +95 -0
  44. package/assets/core/best-practices/technical-writing.md +104 -0
  45. package/assets/core/best-practices/twitter-post.md +75 -0
  46. package/assets/core/best-practices/twitter-thread.md +92 -0
  47. package/assets/core/best-practices/whatsapp-broadcast.md +95 -0
  48. package/assets/core/best-practices/youtube-script.md +80 -0
  49. package/assets/core/best-practices/youtube-shorts.md +76 -0
  50. package/assets/core/prompts/insight-hunter.prompt.md +62 -0
  51. package/assets/core/runner.pipeline.md +117 -0
  52. package/assets/core/skills.engine.md +65 -0
  53. package/assets/core/solution-architect.agent.md +181 -0
  54. package/assets/templates/_expxagents/_memory/company.md +25 -0
  55. package/assets/templates/_expxagents/_memory/preferences.md +6 -0
  56. package/assets/templates/squads/_memory/memories.md +16 -0
  57. package/bin/expxagents.js +3 -0
  58. package/dist/cli/src/__tests__/cli.test.d.ts +1 -0
  59. package/dist/cli/src/__tests__/cli.test.js +23 -0
  60. package/dist/cli/src/commands/create.d.ts +1 -0
  61. package/dist/cli/src/commands/create.js +53 -0
  62. package/dist/cli/src/commands/doctor.d.ts +1 -0
  63. package/dist/cli/src/commands/doctor.js +86 -0
  64. package/dist/cli/src/commands/init.d.ts +1 -0
  65. package/dist/cli/src/commands/init.js +164 -0
  66. package/dist/cli/src/commands/install.d.ts +1 -0
  67. package/dist/cli/src/commands/install.js +65 -0
  68. package/dist/cli/src/commands/list.d.ts +1 -0
  69. package/dist/cli/src/commands/list.js +58 -0
  70. package/dist/cli/src/commands/onboarding.d.ts +1 -0
  71. package/dist/cli/src/commands/onboarding.js +39 -0
  72. package/dist/cli/src/commands/run.d.ts +1 -0
  73. package/dist/cli/src/commands/run.js +226 -0
  74. package/dist/cli/src/commands/server.d.ts +1 -0
  75. package/dist/cli/src/commands/server.js +22 -0
  76. package/dist/cli/src/commands/stop.d.ts +1 -0
  77. package/dist/cli/src/commands/stop.js +23 -0
  78. package/dist/cli/src/commands/uninstall.d.ts +1 -0
  79. package/dist/cli/src/commands/uninstall.js +12 -0
  80. package/dist/cli/src/index.d.ts +1 -0
  81. package/dist/cli/src/index.js +57 -0
  82. package/dist/cli/src/utils/config.d.ts +34 -0
  83. package/dist/cli/src/utils/config.js +79 -0
  84. package/dist/core/skills-loader.d.ts +16 -0
  85. package/dist/core/skills-loader.js +61 -0
  86. package/dist/core/squad-loader.d.ts +26 -0
  87. package/dist/core/squad-loader.js +51 -0
  88. package/dist/core/state-manager.d.ts +45 -0
  89. package/dist/core/state-manager.js +90 -0
  90. package/dist/core/vitest.config.d.ts +2 -0
  91. package/dist/core/vitest.config.js +7 -0
  92. package/package.json +49 -0
@@ -0,0 +1,137 @@
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+ ---
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+ platform: software-house
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+ format: api-documentation
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+ constraints:
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+ max_chars: null
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+ image_ratio: null
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+ max_hashtags: null
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+ ---
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+
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+ # Best Practices: API Documentation
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+
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+ ## Core Principles
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+
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+ API documentation is the contract between your service and every developer who integrates with it. Incomplete or inaccurate docs erode trust and generate avoidable support tickets.
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+
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+ - **Docs are part of the product.** Treat documentation as a shippable feature with the same quality bar as code.
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+ - **Show, don't just tell.** Every endpoint needs a working example request and response.
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+ - **Keep docs in sync with code.** Stale documentation is worse than no documentation — it actively misleads.
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+ - **Docs-as-code:** Version API docs alongside the API code; review documentation changes in the same PR.
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+
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+ ## OpenAPI / Swagger Standard
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+
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+ Use OpenAPI 3.1 (preferred) or OpenAPI 3.0 as the specification format. All endpoints should be described in a machine-readable `openapi.yaml` or `openapi.json` file.
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+
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+ ### Required Fields Per Endpoint
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+
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+ ```yaml
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+ /users/{id}:
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+ get:
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+ summary: Get a user by ID
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+ description: |
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+ Returns a single user object. Requires authentication.
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+ Returns 404 if the user does not exist.
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+ operationId: getUserById
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+ tags:
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+ - Users
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+ parameters:
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+ - name: id
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+ in: path
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+ required: true
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+ description: The unique identifier of the user
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+ schema:
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+ type: string
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+ format: uuid
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+ example: "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
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+ responses:
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+ "200":
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+ description: User found
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+ content:
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+ application/json:
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+ schema:
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+ $ref: "#/components/schemas/User"
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+ example:
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+ id: "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
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+ email: "jane@example.com"
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+ name: "Jane Doe"
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+ createdAt: "2024-01-15T10:30:00Z"
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+ "401":
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+ $ref: "#/components/responses/Unauthorized"
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+ "404":
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+ $ref: "#/components/responses/NotFound"
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+ ```
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+
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+ ## Documentation Structure
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+
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+ ```
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+ [OVERVIEW]
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+ - What the API does and who it is for
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+ - Base URL(s) per environment
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+ - Versioning strategy (URL path, header, or query param)
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+
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+ [AUTHENTICATION]
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+ - Auth method (API key, OAuth 2.0, JWT)
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+ - How to obtain credentials
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+ - How to send credentials (header, query param)
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+ - Token expiration and refresh procedure
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+
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+ [RATE LIMITING]
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+ - Limits per plan or tier
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+ - Rate limit response headers
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+ - Retry strategy (exponential backoff with jitter)
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+
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+ [ERRORS]
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+ - Standard error response format
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+ - Complete list of error codes and their meaning
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+ - Troubleshooting common errors
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+
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+ [ENDPOINTS]
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+ For each endpoint:
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+ - Method and path
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+ - Summary and description
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+ - Request parameters (path, query, header, body)
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+ - Request body schema with all fields documented
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+ - Response codes and schemas
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+ - Working code example (curl, minimum one SDK)
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+
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+ [CHANGELOG / API VERSIONING]
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+ - Breaking vs. non-breaking changes
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+ - Deprecation policy and timeline
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+ - Migration guides for version upgrades
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+
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+ [SDKS AND CLIENT LIBRARIES]
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+ - Official SDK links
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+ - Community SDK links
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+ - Quickstart guides
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+ ```
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+
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+ ## Guidelines
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+
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+ - Every field in every schema must have: type, description, whether required, and an example value.
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+ - Document the null/empty behavior explicitly: "Returns null if not set" vs. "Field omitted from response if not set."
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+ - Error responses must be documented with the same rigor as success responses.
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+ - Authentication: include a working, copy-paste-ready curl command in the auth section.
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+ - Pagination: document the pagination strategy (cursor, offset, page) with examples of first page, next page, and last page.
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+ - Webhooks: document payload schema, signature verification, retry logic, and idempotency.
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+ - Keep examples realistic — use plausible fake data, not `foo`, `bar`, `test123`.
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+ - Provide a Postman collection or Insomnia workspace as a downloadable artifact.
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+
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+ ## Error Response Standard
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+
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+ ```json
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+ {
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+ "error": {
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+ "code": "VALIDATION_ERROR",
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+ "message": "The 'email' field is required and must be a valid email address.",
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+ "details": [
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+ {
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+ "field": "email",
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+ "issue": "required",
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+ "value": null
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+ }
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+ ],
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+ "requestId": "req_7f3a9b2c1d",
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+ "docsUrl": "https://docs.example.com/errors/VALIDATION_ERROR"
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+ }
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+ }
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+ ```
@@ -0,0 +1,86 @@
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+ ---
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+ platform: blog
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+ format: article
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+ constraints:
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+ max_chars: null
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+ image_ratio: "16:9"
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+ max_hashtags: null
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+ ---
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+
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+ # Best Practices: Blog — Article
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+
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+ ## Format Rules
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+
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+ - Ideal word count: 1500–3000 words for informational content; 800–1200 for opinion/news pieces
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+ - Title (H1): once, at the top; 50–60 characters for SEO display
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+ - H2 headers: 3–7 per article; include secondary keywords naturally
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+ - H3 headers: used for sub-points under H2 sections
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+ - Featured image: 1200x628px (16:9); include descriptive alt text with keyword
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+ - Meta description: 150–160 characters summarizing the article with a CTA
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+ - Reading time: aim for 5–8 minutes (800–1500 words at ~200 wpm average)
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+ - Internal links: 2–5 per article pointing to related content on the same site
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+ - External links: 1–3 authoritative sources (open in new tab)
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+
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+ ## Structure
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+
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+ ```
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+ [H1 TITLE — primary keyword near the front]
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+
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+ [INTRODUCTION — 100–150 words]
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+ - Hook: question, statistic, or bold claim
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+ - State the problem clearly
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+ - Promise: "In this article you'll learn..."
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+
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+ [H2 SECTION 1 — first major topic]
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+ [H3 sub-section if needed]
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+ [150–300 words per H2 section]
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+ [Include: one image or visual, one example or data point]
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+
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+ [H2 SECTION 2]
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+ ...
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+
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+ [H2 SECTION N — practical steps or application]
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+ [Use numbered lists or a step-by-step format here]
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+
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+ [H2 FREQUENTLY ASKED QUESTIONS (optional but SEO-valuable)]
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+ [3–5 Q&A pairs targeting long-tail search queries]
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+
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+ [CONCLUSION — 100–150 words]
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+ - Summarize key takeaways
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+ - Reinforce main message
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+ - CTA: newsletter, related article, product, or comment question
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+ ```
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+
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+ ## Guidelines
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+
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+ - **Write for humans first, then optimize for search.** Content that solves a real problem ranks because it earns links and time-on-page.
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+ - Put the most important information first (inverted pyramid). Readers scroll but rarely finish.
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+ - Use short sentences (under 25 words), short paragraphs (3–4 lines max), and ample white space.
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+ - Bold key phrases, not entire sentences. Bold is a scannable emphasis tool.
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+ - Every H2 section should be comprehensible on its own — readers jump around.
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+ - Use original visuals, charts, or screenshots rather than stock photos wherever possible.
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+ - Update old articles to keep them current — freshness signals matter for rankings.
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+ - Internal linking strategy: link new posts to cornerstone content, and update cornerstone content to link to new posts.
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+
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+ ## Examples
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+
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+ **Introduction template:**
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+ ```
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+ [Stat or provocative question].
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+
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+ If you've been [doing the common thing], you're not alone — but you might be leaving [result] on the table.
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+
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+ In this guide, I'll walk you through [topic], covering:
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+ - [Point 1]
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+ - [Point 2]
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+ - [Point 3]
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+
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+ Let's dive in.
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+ ```
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+
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+ **FAQ entry:**
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+ ```
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+ ### How long does [process] take?
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+
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+ Most people see [result] within [timeframe]. The key variable is [factor]. If you follow the steps in Section 2, you can cut that time significantly.
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+ ```
@@ -0,0 +1,91 @@
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+ ---
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+ platform: blog
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+ format: seo-content
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+ constraints:
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+ max_chars: null
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+ image_ratio: "16:9"
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+ max_hashtags: null
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+ ---
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+
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+ # Best Practices: Blog — SEO-Optimized Content
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+
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+ ## Format Rules
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+
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+ - Title tag: 50–60 characters; primary keyword in the first 3 words when possible
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+ - Meta description: 150–160 characters; include primary keyword and a clear benefit
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+ - URL slug: lowercase, hyphens only, primary keyword only (e.g., `/best-crm-software`)
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+ - H1: exact match or close variant of the target keyword; use only once
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+ - Keyword density: 1–2% naturally placed; avoid keyword stuffing
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+ - Image alt text: descriptive and keyword-contextual (not just the keyword alone)
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+ - Schema markup: Article or HowTo schema for rich snippets
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+ - Page speed: target Core Web Vitals — LCP < 2.5s, CLS < 0.1, FID < 100ms
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+
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+ ## Structure
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+
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+ ```
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+ [TITLE TAG — primary keyword first]
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+
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+ [META DESCRIPTION — keyword + benefit + CTA under 160 chars]
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+
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+ [H1 — matches or closely mirrors title tag]
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+
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+ [INTRODUCTION]
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+ - Mention primary keyword in first 100 words
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+ - Acknowledge the search intent (informational, commercial, transactional)
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+
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+ [TABLE OF CONTENTS — for articles over 1500 words; improves dwell time]
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+
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+ [H2 SECTIONS — secondary and LSI keywords as H2 headers]
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+ - Each H2 targets a related search query
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+ - 200–400 words per section
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+
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+ [H2 FAQ SECTION]
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+ - Target "People Also Ask" queries from Google SERP
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+ - Question as H3, concise answer (40–60 words) immediately following
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+
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+ [CONCLUSION with CTA]
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+ ```
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+
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+ ## Guidelines
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+
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+ - **Match search intent precisely.** Rank for the right audience by matching what someone actually wants when they type that query (informational, navigational, transactional, commercial investigation).
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+ - Use tools like Ahrefs, Semrush, or Google Search Console to identify the exact keyword phrase to target.
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+ - Cover the topic comprehensively — include sub-topics that competing articles address, then add unique depth they don't.
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+ - Build topical authority: create a cluster of 5–15 related articles all linking to one cornerstone page on the topic.
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+ - Earn backlinks through original data, studies, quotes from experts, or unique tools embedded in the page.
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+ - E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness): include author bios, cite sources, show real experience.
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+ - Structured data (JSON-LD): implement Article, BreadcrumbList, and FAQPage schema where relevant.
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+ - Internal link anchor text should be descriptive and keyword-relevant, not generic ("click here").
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+
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+ ## Examples
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+
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+ **Meta description:**
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+ ```
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+ Discover the 7 best project management tools in 2024 — compared by price, features, and team size. Find the right fit in under 5 minutes.
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+ ```
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+
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+ **FAQPage schema example (JSON-LD):**
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+ ```json
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+ {
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+ "@context": "https://schema.org",
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+ "@type": "FAQPage",
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+ "mainEntity": [{
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+ "@type": "Question",
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+ "name": "What is the best CRM for small businesses?",
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+ "acceptedAnswer": {
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+ "@type": "Answer",
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+ "text": "HubSpot CRM is the top choice for small businesses due to its free tier, ease of use, and robust integrations."
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+ }
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+ }]
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+ }
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+ ```
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+
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+ **Keyword placement checklist:**
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+ - [ ] Title tag (first 3 words)
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+ - [ ] Meta description (natural inclusion)
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+ - [ ] H1 header
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+ - [ ] First paragraph (within 100 words)
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+ - [ ] At least one H2 header
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+ - [ ] Image alt text
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+ - [ ] URL slug
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+ - [ ] Conclusion paragraph
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+ ---
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+ platform: software-house
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+ format: code-review
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+ constraints:
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+ max_chars: null
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+ image_ratio: null
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+ max_hashtags: null
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+ ---
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+
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+ # Best Practices: Code Review
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+
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+ ## Core Principles
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+
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+ Code review is a quality gate, a knowledge-sharing mechanism, and a communication process. It protects the codebase and grows the team simultaneously.
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+
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+ - **Review code, not the person.** Feedback targets the implementation, not the developer.
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+ - **Be constructive and specific.** "This could be cleaner" is not actionable. "Extract this logic into a `calculateTax()` function to make it reusable and testable" is.
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+ - **Approve or block — don't be a passive reviewer.** An ambiguous review is worse than no review.
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+ - **Small PRs, fast reviews.** Prefer many small reviews over one massive review that nobody reads carefully.
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+
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+ ## What to Review
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+
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+ ### Correctness
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+ - Does the code do what the PR description claims?
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+ - Are edge cases and error paths handled?
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+ - Are inputs validated where they enter the system?
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+ - Are there potential null pointer exceptions, off-by-one errors, or race conditions?
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+
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+ ### Design and Architecture
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+ - Is the solution appropriately simple? Over-engineering is a real defect.
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+ - Does the code follow the existing architectural patterns of the codebase?
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+ - Are responsibilities well separated (single responsibility principle)?
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+ - Is there appropriate abstraction — not too much, not too little?
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+
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+ ### Performance
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+ - Are there N+1 query patterns or unnecessary loops?
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+ - Are expensive operations (DB calls, API requests) performed in tight loops?
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+ - Is caching used appropriately?
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+
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+ ### Security
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+ - Is user input sanitized and validated?
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+ - Are secrets hardcoded? (Should trigger immediate blocking)
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+ - Are authorization checks in place for all sensitive operations?
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+ - Is SQL/NoSQL injection prevented?
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+
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+ ### Tests
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+ - Do new features have unit tests?
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+ - Are edge cases tested?
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+ - Do tests actually assert the right things (not just that something runs without throwing)?
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+
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+ ### Readability and Maintainability
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+ - Is the code understandable without requiring the author to explain it?
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+ - Are variable and function names descriptive?
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+ - Are complex sections commented with the *why*, not just the *what*?
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+
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+ ## Review Comment Taxonomy
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+
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+ Use a prefix to clarify the type of feedback:
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+
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+ | Prefix | Meaning |
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+ |--------|---------|
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+ | `nit:` | Minor style preference; non-blocking |
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+ | `suggestion:` | Improvement idea; take it or leave it |
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+ | `question:` | Genuine question; not necessarily a problem |
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+ | `issue:` | Must be resolved; blocking approval |
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+ | `blocker:` | Critical problem; cannot merge |
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+
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+ ## Structure (PR Description Template)
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+
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+ ```markdown
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+ ## What this PR does
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+ [1–3 sentence summary of the change]
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+
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+ ## Why
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+ [Link to ticket / business context]
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+
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+ ## How to test
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+ 1. [Step 1]
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+ 2. [Step 2]
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+ 3. Expected result: [description]
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+
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+ ## Checklist
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+ - [ ] Unit tests added or updated
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+ - [ ] No secrets or hardcoded values
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+ - [ ] Documentation updated (if applicable)
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+ - [ ] Breaking changes noted in CHANGELOG
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+ ```
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+
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+ ## Guidelines
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+
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+ - Respond to all PR comments before requesting re-review — do not leave threads hanging.
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+ - A PR with more than 400 lines of diff is too large. Break it up.
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+ - Review within 24 hours of request during business hours — blocking others is a team cost.
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+ - The author should explain the *why* in the PR description; the reviewer should not have to ask.
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+ - Self-review before requesting others: re-read your own diff in GitHub/GitLab before clicking "Request Review."
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+ - Automated checks (linting, tests, type-checking) must pass before human review begins.
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+ - Approve only code you actually understand — "Looks good to me" without reading is not a review.
@@ -0,0 +1,75 @@
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+ ---
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+ platform: universal
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+ format: copywriting
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+ constraints:
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+ max_chars: null
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+ image_ratio: null
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+ max_hashtags: null
8
+ ---
9
+
10
+ # Best Practices: Copywriting
11
+
12
+ ## Core Principles
13
+
14
+ Copywriting is the craft of using words to move people toward a specific action. Every word must earn its place by advancing clarity, credibility, or conversion.
15
+
16
+ - **One reader, one message.** Write to a single, specific person — not a demographic.
17
+ - **Benefits, not features.** Features describe what something is; benefits describe what it does for the reader.
18
+ - **The customer is the hero.** Your product is the guide. Their transformation is the story.
19
+ - **Clarity beats cleverness.** If a reader has to work to understand you, they won't convert.
20
+
21
+ ## The Fundamental Frameworks
22
+
23
+ ### AIDA
24
+ - **Attention** — Stop the scroll with a powerful hook
25
+ - **Interest** — Make the reader care about the problem
26
+ - **Desire** — Show them what life looks like with the solution
27
+ - **Action** — Tell them exactly what to do next
28
+
29
+ ### PAS
30
+ - **Problem** — Name the pain precisely
31
+ - **Agitate** — Expand the problem; make it feel real and urgent
32
+ - **Solution** — Present your offer as the clear path forward
33
+
34
+ ### FAB
35
+ - **Feature** — What the product does
36
+ - **Advantage** — Why that feature matters
37
+ - **Benefit** — What that means for the reader personally
38
+
39
+ ## Structure
40
+
41
+ ```
42
+ [HEADLINE — primary promise or hook]
43
+ [SUBHEADLINE — supports or expands the headline]
44
+
45
+ [OPENING — agitate the pain or amplify the desire]
46
+ [BRIDGE — introduce the solution category]
47
+ [PROOF — social proof, testimonials, data, or demonstration]
48
+ [OFFER — what they get, when, for how much]
49
+ [OBJECTION HANDLING — preemptively answer "but what about..."]
50
+ [CTA — one clear next step with urgency or specificity]
51
+ ```
52
+
53
+ ## Guidelines
54
+
55
+ - Write headlines that include: a number, a specific benefit, or a curiosity trigger.
56
+ - Lead with the reader's world, not yours. Open with their pain or desire.
57
+ - Use sensory, concrete language: "cut your workload in half" beats "improve efficiency."
58
+ - Social proof should be specific: name, company, measurable result.
59
+ - Reduce friction in CTAs: "Start my free trial" > "Sign up" > "Submit"
60
+ - Read your copy aloud — if it sounds stiff, rewrite it until it flows.
61
+ - Every paragraph should make the next one feel necessary.
62
+
63
+ ## Examples
64
+
65
+ **Weak vs. strong headlines:**
66
+ - Weak: "Our software helps teams collaborate better"
67
+ - Strong: "Your team will ship 30% faster — or you don't pay"
68
+
69
+ **Weak vs. strong CTA:**
70
+ - Weak: "Learn more"
71
+ - Strong: "Get instant access — no credit card required"
72
+
73
+ **Testimonial (weak vs. strong):**
74
+ - Weak: "Great product! Highly recommend."
75
+ - Strong: "I went from 3 clients to 11 in 60 days after implementing this system. Worth every penny." — Sarah M., Freelance Designer
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1
+ ---
2
+ platform: universal
3
+ format: data-analysis
4
+ constraints:
5
+ max_chars: null
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+ image_ratio: null
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+ max_hashtags: null
8
+ ---
9
+
10
+ # Best Practices: Data Analysis and Reporting
11
+
12
+ ## Core Principles
13
+
14
+ Data analysis turns raw numbers into decisions. The goal is not to describe what happened, but to explain why it happened and recommend what to do next.
15
+
16
+ - **Start with a question, not a dataset.** Analysis without a question produces observations, not insights.
17
+ - **Distinguish correlation from causation.** Two metrics moving together does not mean one causes the other.
18
+ - **Insight = What + So what.** "Conversions dropped 20%" is a finding. "Conversions dropped 20% because landing page load time increased after the deploy" is an insight.
19
+
20
+ ## Analysis Process
21
+
22
+ ### Step 1: Define the Question
23
+ - Business question: "Why did revenue drop in Q3?"
24
+ - Analytical question: "Which segment, channel, or product drove the Q3 revenue decline?"
25
+ - Success metric: "The analysis is complete when we can name the primary causal factor and its magnitude."
26
+
27
+ ### Step 2: Data Collection and Validation
28
+ - Identify data sources and their freshness
29
+ - Check for null values, duplicates, and outliers
30
+ - Validate against a known baseline or external benchmark
31
+ - Document data limitations upfront
32
+
33
+ ### Step 3: Exploratory Analysis
34
+ - Summarize distributions: mean, median, standard deviation
35
+ - Look for trends over time
36
+ - Segment by key dimensions (geography, product, cohort, channel)
37
+ - Identify anomalies and investigate their cause
38
+
39
+ ### Step 4: Hypothesis Testing
40
+ - State a hypothesis: "We believe [X] caused [Y] because [Z]"
41
+ - Select appropriate statistical test (t-test, chi-square, regression)
42
+ - Set significance threshold (p < 0.05 for most business contexts)
43
+ - Interpret results — significance does not always mean practical importance
44
+
45
+ ### Step 5: Visualization
46
+ - Choose chart type by relationship:
47
+ - Trends over time: line chart
48
+ - Comparisons: bar chart
49
+ - Composition: stacked bar or pie (use pie only for 2–4 categories)
50
+ - Distribution: histogram or box plot
51
+ - Correlation: scatter plot
52
+
53
+ ### Step 6: Communication
54
+ - Lead with the insight, not the methodology
55
+ - Use the "So What" test on every finding
56
+ - Present data in the audience's language, not the analyst's
57
+
58
+ ## Structure (Analysis Report)
59
+
60
+ ```
61
+ [EXECUTIVE SUMMARY — 3–5 bullet points max]
62
+ - The question
63
+ - The key finding
64
+ - The recommended action
65
+
66
+ [CONTEXT AND METHODOLOGY]
67
+ - Data sources, date range, sample size
68
+ - Limitations and caveats
69
+
70
+ [FINDINGS]
71
+ - Finding 1: [Insight + supporting data]
72
+ - Finding 2: ...
73
+ - [Charts and tables with clear titles and labeled axes]
74
+
75
+ [ROOT CAUSE ANALYSIS]
76
+ - Causal chain or contributing factors
77
+
78
+ [RECOMMENDATIONS]
79
+ - Action 1: [What to do] — Owner: [who] — Timeline: [when]
80
+ - Action 2: ...
81
+
82
+ [APPENDIX — raw tables, methodology detail]
83
+ ```
84
+
85
+ ## Guidelines
86
+
87
+ - Every chart must have: a title that states the insight (not just the metric), labeled axes, a data source note, and a date range.
88
+ - Never present a single number without context: comparison to prior period, target, or benchmark.
89
+ - Round numbers appropriately for the audience: executives get "~$2M", analysts get "$1,847,320."
90
+ - Avoid 3D charts — they distort perception of values.
91
+ - Confidence intervals: always show uncertainty in forecasts and statistical estimates.
92
+ - Reproducibility: document data sources, transformations, and calculations so the analysis can be replicated.
93
+ - For dashboards: limit to 5–7 KPIs per view; group related metrics; use consistent color coding.
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1
+ ---
2
+ platform: software-house
3
+ format: deploy-checklist
4
+ constraints:
5
+ max_chars: null
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+ image_ratio: null
7
+ max_hashtags: null
8
+ ---
9
+
10
+ # Best Practices: Deployment Checklist and Runbook
11
+
12
+ ## Core Principles
13
+
14
+ Deployments should be boring. A well-defined checklist eliminates cognitive load, reduces human error, and makes rollback a fast, practiced operation — not a panic.
15
+
16
+ - **Never deploy on Fridays.** Changes need observation time; deploy when the full team is available to respond.
17
+ - **Every deploy is a risk.** Mitigate it with incremental rollouts, feature flags, and observability.
18
+ - **Runbook first.** If a deployment procedure is not written down, it does not exist reliably.
19
+
20
+ ## Pre-Deployment Checklist
21
+
22
+ ### Code and Build
23
+ - [ ] All CI/CD pipeline checks passing (tests, linting, type checks, security scans)
24
+ - [ ] PR reviewed and approved by at least one other engineer
25
+ - [ ] Branch merged from up-to-date main/trunk
26
+ - [ ] CHANGELOG updated with changes and version bump
27
+ - [ ] No debug code, `console.log`, or temporary hacks remaining
28
+
29
+ ### Database and Data
30
+ - [ ] Database migrations reviewed (are they reversible?)
31
+ - [ ] Migration tested against a production-like dataset
32
+ - [ ] No destructive schema changes without a data backup
33
+ - [ ] Migration execution plan documented (run before or after deploy?)
34
+
35
+ ### Configuration and Secrets
36
+ - [ ] All required environment variables set in target environment
37
+ - [ ] No secrets committed to the repository
38
+ - [ ] Third-party service credentials (API keys) valid and tested
39
+ - [ ] Feature flags configured for the target environment
40
+
41
+ ### Rollback Plan
42
+ - [ ] Rollback procedure documented: commands to revert deploy
43
+ - [ ] Database rollback: is the migration reversible? If not, is there a compensating migration?
44
+ - [ ] Rollback tested in staging (at minimum, the steps are verified as correct)
45
+ - [ ] Team knows who is responsible for executing a rollback
46
+
47
+ ## Deployment Execution
48
+
49
+ ### During Deploy
50
+ - [ ] Announce deploy start in the team communication channel
51
+ - [ ] Monitor error rate and latency in real-time during rollout
52
+ - [ ] Watch for new errors in the error tracking tool (Sentry, Datadog, etc.)
53
+ - [ ] Pause or abort if error rate increases more than 5% above baseline
54
+
55
+ ### Post-Deployment Verification
56
+ - [ ] Smoke test: manually verify the core user flow in production
57
+ - [ ] Automated synthetic monitor alerts not triggered
58
+ - [ ] Key metrics returning to expected values (conversion, error rate, latency p95)
59
+ - [ ] Any affected external integrations verified (webhooks, third-party services)
60
+ - [ ] Announce deploy completion in the team channel
61
+
62
+ ## Rollback Procedure
63
+
64
+ ```bash
65
+ # Example rollback procedure for a containerized app
66
+ # Step 1: Identify the last stable image tag
67
+ docker image ls <image-name>
68
+
69
+ # Step 2: Redeploy the previous version
70
+ kubectl set image deployment/<app> app=<image>:<previous-tag>
71
+
72
+ # Step 3: Monitor rollout
73
+ kubectl rollout status deployment/<app>
74
+
75
+ # Step 4: If database migration was run, execute rollback migration
76
+ npm run migrate:down # or equivalent
77
+
78
+ # Step 5: Verify system health post-rollback
79
+ # Run smoke tests and confirm error rate normalized
80
+ ```
81
+
82
+ ## Production Incident Response
83
+
84
+ If a critical issue is discovered post-deploy:
85
+
86
+ 1. **Declare incident** — notify on-call and team channel immediately
87
+ 2. **Assess severity** — data loss? Revenue impact? % of users affected?
88
+ 3. **Rollback or hotfix** — default to rollback; hotfix only if rollback is slower or riskier
89
+ 4. **Communicate** — status page update within 5 minutes of a confirmed incident
90
+ 5. **Post-mortem** — within 48 hours: timeline, root cause, action items (blameless)
91
+
92
+ ## Deployment Frequency and Strategy
93
+
94
+ | Risk Level | Strategy | Observation Period |
95
+ |-----------|----------|--------------------|
96
+ | Low (config change) | Direct deploy | 15 minutes |
97
+ | Medium (new feature) | Canary rollout (5% → 20% → 100%) | 30 minutes per step |
98
+ | High (data migration) | Blue/green with verification step | 2+ hours |
99
+ | Critical (auth, payments) | Maintenance window, staged rollout | Full business day |