One-time deliverables
These are marked once — do them once per client, in order. They build on each other. Don't skip steps.
Monthly loop deliverables
These are marked monthly — they repeat every month for every active client. The team tracker keeps these on track.
New SOPs (not yet documented)
Items marked new SOP are processes that exist in practice but don't have a written skill/doc yet. These need to be created.
The knowledgebase is the centralized folder structure that feeds all AI tools — Claude, ChatGPT projects, and image generation. It must exist before the Marketing Brain can be built.
Create the brand folder in Google Drive
Inside the main agency folder, create: [ClientName]/ with subfolders: Research/, Marketing Brain/, Content Plans/, Images/, Reports/
Collect all brand assets
Logo files (PNG, SVG), brand colors (hex codes), fonts, existing content samples, brand voice guidelines if any. Drop into the Research/ folder.
Research the client
Website, social links, competitor names, Google reviews (copy exact quotes). Use Perplexity — not ChatGPT — for external research. This becomes the Research Papers document.
Research/Create the Claude Project
Go to Claude.ai → Projects → New. Name it [ClientName] — Marketing. Upload all research docs to the project knowledge base.
Mark DONE in the tracker
Only mark Done when the folder structure exists, research is uploaded, and the Claude Project is created and has documents.
Full 8-phase pipeline. Use the marketing-brain skill in Claude. Always work inside the same Claude Project. See the skill file for full prompts.
Phase 0 — Research ("Spy Mode")
Website + social + reviews (exact quotes) + competitors + Reddit/forums. Use Perplexity. Output: Research Papers doc.
Phase 1 — Raw Intelligence Doc + Genesis Report
Generate 00_Raw_Intelligence_Doc.html and 01_Genesis_Report.html inside the Claude Project.
Phase 2 — Buyer Psychology
Deep buyer research → 02_buyer_psychology_report.html + 03_buyer_psychology_profiles.html
Phases 3–6 — Strategy Layers
Buyer clusters, Message Block Library, Channel Acquisition Map, Objection Handling Framework. Each builds on the last.
Phase 7 — Final Marketing Brain + Master Strategy Doc
Compile all 8 HTML reports into [Brand]_marketing_brain.html + [Brand]_MasterStrategyDoc.html
Design sheets are visual reference boards used by the image generation team. One per category below. Use GPT Image 2 (1792×1024) with structured prompts. The skill: design-sheet-generator handles the prompt generation once buyer personas are known.
⚠️ SOP still needed
No documented step-by-step process exists for design sheet production yet. Next action: after completing the first batch, document the exact workflow here and create a formal skill file.
Same process as the monthly plan (see Monthly → Content Plan), but this is the first run. After this, the monthly loop takes over. Assign owner based on the Copy process column in the tracker.
Open the client's Claude Project
All Marketing Brain HTMLs must already be in the knowledge base. If not, upload them first.
Run the direction interview
Skill will ask: month, focus, which personas, campaign mode, anchors, channel priorities. Answer clearly.
Generate and confirm the skeleton
Claude will output a week-by-week distribution plan. Confirm before it writes full copy.
Let it generate the full plan
Full plan includes: 10 carousels, 4–6 blogs, 4–6 newsletters, push notifications, 2 infographic briefs.
Save to Google Drive
The skill creates the Google Doc automatically via the Drive MCP. File name format: [Brand]_Content_Plan_[MONTH]_[YEAR]
The Sales Hub is a client-facing portal that consolidates all brand links, assets, and key info in one shareable URL. Existing examples: facusacompass.coordenadas.co, paywisehub.coordenadas.co, portalsierranevada.lovable.app
Choose the platform
Current setup uses Lovable (lovable.app) or coordenadas.co subdomains. Pick based on client tier — A/B clients get custom subdomain, C clients use standard template.
Gather all hub content
Brand links, social profiles, Drive folder links, product/service pages, contact info, Marketing Brain summary, and any key sales assets.
Build and publish
Use brand colors from the design sheets. Keep it single-page, fast-loading, mobile-friendly. Add the final URL to the tracker Link column.
Update when needed
Not monthly — only when major content changes (new offer, new social channel, updated report link, etc.)
⚠️ SOP still needed
Document the full template structure and platform choice criteria after the next hub build.
Create ChatGPT Project
Go to ChatGPT → Projects → New. Name it identical to the Claude Project: [ClientName] — Marketing
Upload the same core files
Marketing Brain HTML, Master Strategy Doc, Buyer Profiles, Message Block Library. Same files as Claude — this is the mirror.
Set the Project Instructions
Add a system prompt telling GPT-4o: "You are the marketing assistant for [Brand]. Always stay in character with the brand voice documented in the Marketing Brain."
Keep in sync
Whenever you update the Knowledgebase or generate a new Marketing Brain, re-upload the updated files here too.
Same process as monthly image generation (see Monthly → Image Generation), but this is the first batch. Goal: build enough initial visual inventory to schedule 4 weeks of content. Owner: Image process column in tracker.
Review the Content Plan
Open the Google Doc for Month 1. Go through every carousel, blog header, story, and infographic brief. Extract all image briefs.
Load Design Sheets
All 6 design sheets must exist before generating. Character sheets define who appears in images. Photo guide defines style, lens, texture.
Generate by content type
Batch by format: all carousel images together, then blog headers, then story frames, then banners. Never mix formats in one session.
Organize in Drive
Folder structure: Images/[MONTH]/Carousels/, Images/[MONTH]/Blogs/, Images/[MONTH]/Stories/, Images/[MONTH]/Banners/
A one-time research report capturing the client's digital presence and visibility baseline. This is the "before" snapshot. Used later to show growth.
Audit social media presence
Followers, engagement rate, posting frequency, best-performing content. Screenshot dashboards as evidence.
Audit search visibility
Google Business profile, search rankings for core terms, website traffic (if GA/GSC access granted), backlink profile basics.
Document brand mentions
Google searches for brand name + location. Reviews count and average rating. Press mentions if any.
Compile into report
Format as a clean PDF or HTML doc. Save in client's Reports/ folder. This is the baseline used to measure monthly progress.
⚠️ SOP still needed
Standardize the exact sections, data points, and template for this report. Create a skill file once the format is locked.
Run the GHL skill
Use the GHL setup skill to generate the blueprint document. Input: client name, industry, services offered, target audience, Sales Hub URL.
Review the blueprint
The skill outputs a structured plan: pipelines, automations, email sequences, landing page structure. Review with client or PM before uploading.
Create GHL sub-account
Go to GoHighLevel → Agency → Create Sub-Account. Fill in client details. Upload the blueprint.
Configure and test
Connect social accounts, email domain, phone number (if applicable). Test one automation end-to-end before marking DONE.
📅 Monthly Deadlines (example: planning for July)
June 1 → Pablo/Sergio/Alejandra/Diego: Content Plan for July due
June 7 → Image generation starts based on approved July plan
June 14 → Minimum 2 weeks of July content scheduled in all scheduling tools
July 1 → First July posts go live
July 28 → Report for July sent + August plan already in production
Open the client Claude Project
All Marketing Brain files must be in knowledge base. Start a new chat. Load the content-plan-generator skill.
Answer the direction interview
Month, strategic focus, persona emphasis, campaign mode, anchors/events, channel priorities. Be specific — vague answers produce generic content.
Approve the skeleton
Claude outputs week-by-week distribution. Check: right personas, balanced formats, no overloaded weeks. Adjust before proceeding.
Verify count before saving
10 carousels ✓ · 4–6 blogs ✓ · 4–6 newsletters ✓ · 1 push per blog ✓ · 2 infographic briefs ✓
Auto-save to Google Drive
Skill creates the Doc automatically. File: [Brand]_Content_Plan_[MONTH]_[YEAR]. Share link with image generation team immediately.
The image owner's job is to translate the written content plan into a complete visual asset library. Every carousel, blog, story, newsletter, and banner needs visual assets before scheduling can happen.
Read the full content plan
Open the approved Google Doc. Extract every image brief. Create a simple list: piece title → image type needed → persona/character → key visual elements.
Load design sheets
Open: Character sheets (for people/personas), Photo Guide (for style/lens/texture), Graphic Assets (for overlays, frames, shapes). Keep these open throughout.
Generate in batches by format
Batch 1: All carousel images (multiple slides per carousel)
Batch 2: Blog header images
Batch 3: Story/vertical images (9:16)
Batch 4: Newsletter banner images
Batch 5: Misc banners and ads
Name and organize files
Format: [Brand]_[Month]_[ContentType]_[WeekNum]_[SeqNum].[ext]
Example: PayWise_JUL_Carousel_W1_01.png
Upload to Drive: Images/[MONTH]/[ContentType]/
Quality check before handoff
Every image: on-brand colors ✓ · correct persona/character ✓ · right aspect ratio ✓ · no AI artifacts ✓ · text overlays legible (if any) ✓
✅ Handoff signal to PM
Send a Drive folder link to the scheduling PM once all images are uploaded and named. Do not wait for 100% — send folder link when Week 1 and 2 images are ready so scheduling can start.
Everything must be scheduled at least 2 weeks in advance. Proof = screenshot of the scheduled calendar view. No screenshot = not done.
📸 Proof requirement
The team tracker requires a screenshot or link as proof for the scheduling column. Upload screenshots to the client's Reports/[MONTH]/ folder in Drive and paste the folder link in the tracker. No proof = not accepted.
Pull data from all platforms
Social: reach, impressions, engagement rate, follower change, top posts.
Email: open rate, click rate, unsubscribes.
Blog: pageviews, time on page, new vs returning.
GHL: leads, conversions, pipeline movement.
Compare vs previous month
Every metric needs a delta (↑12% or ↓3%). No raw numbers without context. Reference the Visibility Report as the baseline for new clients.
Write the 3-bullet summary
Top result · Opportunity identified · Next month's focus. This is what the client reads first. Keep it to 3 sentences total.
Format and send
Use the report template (to be standardized). Send via email + update the live report link in the Sales Hub.
⚠️ SOP still needed
Standardize the report template (sections, visual design, data sources) and create a skill or template file for consistent monthly output.
The Preview LP is a lightweight landing page that previews the month's content for the client — a "here's what's coming" page that also serves as a link hub.
Pull the month's content calendar
From the content plan Google Doc, extract the calendar table — all dates, formats, and titles for the month.
Build the page
Platform: Lovable, Framer, or direct HTML. Include: month banner, content calendar grid, preview of 2–3 key pieces (carousel cover + title), blog titles, newsletter subject lines.
Link and publish
Publish under the client subdomain: [brand].coordenadas.co/[month] or similar. Send link to client for review before month starts.
⚠️ SOP still needed
Define the exact template structure and platform standard for Preview LPs. Currently inconsistent across clients.
Copy owner (first week of each month)
Generate content plan for all assigned brands. Submit for review. Cannot proceed to scheduling until plan is approved. Rule: plan must be complete before the 7th of the prior month.
Image owner (week 2)
Starts once copy owner sends the Drive link to the approved plan. Generates all images for the month. Sends back organized Drive folder by the 14th of the prior month.
PM / Pablo (weeks 2–3)
Schedules all content types as images arrive. Ensures minimum 2 weeks always scheduled. Takes and uploads proof screenshots. Generates and sends the monthly report.