feat: add Marketing Ops module - complete marketing operations suite
Add comprehensive Marketing Ops module converted from BMAD-FOR-MARKETING
repository with significant enhancements and BMAD v6 integration.
## Module Contents
### 4 Specialized Marketing Agents
- Sofia (Brand Marketing Strategist) - Brand strategy and positioning
- Marcus (Performance Marketing Specialist) - Campaign planning and optimization
- Elena (Marketing Data Analyst) - Analytics and insights
- Maya (Creative Marketing Designer) - Design briefs and creative production
### 13 Comprehensive Workflows
**Brand & Strategy:**
- brand-strategy - Complete brand positioning and messaging framework
- brand-analysis - Comprehensive brand audit and competitive assessment
- brand-launch - Multi-channel brand launch campaign planning
- content-calendar - Strategic content planning with themes
**Performance Marketing:**
- campaign-plan - Comprehensive paid campaign strategy
- campaign-optimize - Performance analysis and optimization
- budget-planning - Strategic budget allocation across channels
**Analytics & Insights:**
- analytics-report - Comprehensive performance reporting
- attribution-modeling - Multi-touch attribution analysis
- dashboard-setup - Performance dashboard configuration
**Creative & Design:**
- design-brief - Detailed creative project brief creation
- landing-page-design - Conversion-optimized landing page development
- email-design - Email marketing template creation
### 20 Specialized Tasks
- Brand: competitive-research, brand-audit, content-strategy, voice-tone-guide, brand-system
- Performance: audience-analysis, channel-strategy, bid-optimization, creative-testing, attribution-setup
- Analytics: data-analysis, funnel-analysis, roi-analysis, customer-segmentation, cohort-analysis, ab-test-analysis, predictive-analysis
- Creative: social-media-design, ad-creative, mobile-optimization
## Key Features
- Strategic planning frameworks (brand strategy, campaign planning)
- Performance optimization (ROAS maximization, budget allocation)
- Comprehensive analytics (attribution, cohort analysis, forecasting)
- Professional creative production (design briefs, platform-specific assets)
- Industry benchmarks and best practices
- Platform-specific tactics (Google Ads, Facebook, LinkedIn, TikTok, YouTube)
- Complete installation configuration with interactive prompts
- Marketing knowledge base with metrics and benchmarks
## Documentation Updates
- Updated main README: 27+ → 31+ agents, 60+ → 73+ workflows
- Updated CHANGELOG with comprehensive Marketing Ops entry
- Updated docs/index.md with Marketing Ops path and quick reference
- Created comprehensive module README with usage examples and guides
## Files Changed
- 53 new files in src/modules/marketing-ops/
- 3 documentation files updated (README, CHANGELOG, docs/index.md)
- Total: 56 files changed
## Conversion Details
Successfully converted BMAD-FOR-MARKETING repository to BMAD v6 module:
- Agents → BMAD v6 .agent.yaml format with metadata, persona, menu
- Tasks → XML format with comprehensive instructions
- Workflows → BMAD workflow.yaml + instructions.md + template.md structure
- Templates → Detailed markdown templates with variable placeholders
- Installation → install-config.yaml with interactive prompts and configuration
All components follow BMAD v6 conventions with proper path placeholders
({project-root}/{bmad_folder}/marketing-ops/).
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CHANGELOG.md
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CHANGELOG.md
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@ -59,6 +59,44 @@ A comprehensive content creation suite that transforms how you create content ac
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- Style guide generation documentation
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- Platform-specific optimization tips
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### ✨ New Module: Marketing Ops
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**Complete Marketing Operations Suite**
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A comprehensive marketing operations module providing professional-grade strategic planning, campaign management, analytics, and creative production capabilities with AI assistance.
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**4 Specialized Marketing Agents:**
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- Sofia (Brand Marketing Strategist) - Brand strategy, positioning, and content planning
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- Marcus (Performance Marketing Specialist) - Paid campaigns, budget allocation, and optimization
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- Elena (Marketing Data Analyst) - Analytics, attribution, and predictive insights
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- Maya (Creative Marketing Designer) - Design briefs, creative production, and UX optimization
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**13 Comprehensive Workflows:**
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- **Brand & Strategy**: Brand Strategy, Brand Analysis, Brand Launch, Content Calendar
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- **Performance Marketing**: Campaign Planning, Campaign Optimization, Budget Planning
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- **Analytics & Insights**: Analytics Report, Attribution Modeling, Dashboard Setup
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- **Creative & Design**: Design Brief, Landing Page Design, Email Design
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**20 Specialized Tasks:**
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- Brand: Competitive Research, Brand Audit, Content Strategy, Voice & Tone Guide, Brand Design System
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- Performance: Audience Analysis, Channel Strategy, Bid Optimization, Creative Testing, Attribution Setup
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- Analytics: Data Analysis, Funnel Analysis, ROI Analysis, Customer Segmentation, Cohort Analysis, A/B Test Analysis, Predictive Analytics
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- Creative: Social Media Design, Ad Creative, Mobile Optimization
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**Key Features:**
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- Strategic planning frameworks (brand strategy, campaign planning)
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- Performance optimization (ROAS maximization, budget allocation)
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- Comprehensive analytics (attribution, cohort analysis, forecasting)
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- Professional creative production (design briefs, platform-specific assets)
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- Industry benchmarks and best practices
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- Platform-specific tactics (Google Ads, Facebook, LinkedIn, TikTok, YouTube)
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**Documentation:**
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- [Module README](./src/modules/marketing-ops/README.md)
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- Workflow guides and templates
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- Marketing knowledge base with benchmarks
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- Platform-specific best practices
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## [6.0.0-alpha.12]
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**Release: November 19, 2025**
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@ -8,7 +8,7 @@
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## AI-Driven Agile Development That Scales From Bug Fixes to Enterprise
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**Build More, Architect Dreams** (BMAD) with **27+ specialized AI agents** and **60+ guided workflows** that adapt to your project's complexity—from quick bug fixes to enterprise platforms to content creation.
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**Build More, Architect Dreams** (BMAD) with **31+ specialized AI agents** and **73+ guided workflows** that adapt to your project's complexity—from quick bug fixes to enterprise platforms to content creation and marketing operations.
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> **🚀 v6 is a MASSIVE upgrade from v4!** Complete architectural overhaul, scale-adaptive intelligence, visual workflows, and the powerful BMad Core framework. v4 users: this changes everything. [See what's new →](#whats-new-in-v6)
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@ -132,6 +132,13 @@ Each agent brings deep expertise and can be customized to match your team's styl
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- Custom voice profiles and style guides
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- [→ Content Creation Suite](./src/modules/content-creator/README.md)
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- **Marketing Ops** - Complete marketing operations suite
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- 4 specialized marketing agents (Brand Marketer, Media Buyer, Marketing Analyst, Creative Designer)
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- 13 comprehensive workflows for strategy, campaigns, analytics, and creative
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- 20 specialized tasks for research, optimization, and analysis
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- Professional-grade marketing deliverables with AI assistance
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- [→ Marketing Operations Suite](./src/modules/marketing-ops/README.md)
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### Key Features
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- **🎨 Customizable Agents** - Modify personalities, expertise, and communication styles
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@ -208,7 +208,15 @@ src/modules/
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3. Create content with `*write` using your authentic voice
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4. Train and refine your voice over time with `*train-voice`
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### Path 7: Contributing to BMad
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### Path 7: Marketing Operations
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1. [Marketing Ops Module README](../src/modules/marketing-ops/README.md) - Understand capabilities
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2. Develop brand strategy with `*brand-strategy` (Sofia - Brand Marketer)
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3. Plan campaigns with `*campaign-plan` (Marcus - Media Buyer)
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4. Analyze performance with `*analytics-report` (Elena - Marketing Analyst)
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5. Create design briefs with `*design-brief` (Maya - Marketing Designer)
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### Path 8: Contributing to BMad
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1. [CONTRIBUTING.md](../CONTRIBUTING.md) - Contribution guidelines
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2. Relevant module README - Understand the area you're contributing to
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@ -224,6 +232,7 @@ src/modules/
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- **BMB** - Create custom agents and workflows
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- **CIS** - Creative thinking and brainstorming
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- **Content Creator** - Multi-platform content creation with voice profiling
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- **Marketing Ops** - Complete marketing operations suite (strategy, campaigns, analytics, creative)
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**How do I load an agent?**
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→ See [ide-info](./ide-info/) folder for your IDE
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# Marketing Ops Module
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**Complete Marketing Operations Suite** with brand strategy, performance marketing, data analytics, and creative design capabilities.
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## Overview
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The Marketing Ops module provides a comprehensive set of AI agents, workflows, and tasks for managing all aspects of marketing operations - from brand strategy and campaign planning to analytics and creative production.
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Built for marketing teams, agencies, and growth-focused businesses who need professional-grade marketing operations with AI assistance.
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## 🎯 What You Get
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### 4 Specialized Marketing Agents
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1. **Sofia - Brand Marketing Strategist** 🎨
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- Brand strategy and positioning
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- Content calendar planning
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- Competitive research
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- Brand launches
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2. **Marcus - Performance Marketing Specialist** 📱
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- Campaign planning and optimization
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- Budget allocation across channels
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- Audience targeting and segmentation
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- Media buying strategy
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3. **Elena - Marketing Data Analyst** 📊
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- Analytics reporting and insights
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- Attribution modeling
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- ROI and ROAS analysis
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- Predictive analytics and forecasting
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4. **Maya - Creative Marketing Designer** 🎨
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- Design briefs and creative strategy
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- Landing page design
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- Email template creation
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- Mobile optimization
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### 13 Guided Workflows
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**Brand & Strategy**
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- **Brand Strategy Development** - Complete brand positioning and messaging framework
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- **Brand Analysis** - Comprehensive brand audit and competitive assessment
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- **Brand Launch** - Multi-channel brand launch campaign planning
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- **Content Calendar** - Strategic content planning with themes and distribution
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**Performance Marketing**
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- **Campaign Planning** - Comprehensive paid campaign strategy
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- **Campaign Optimization** - Performance analysis and improvement recommendations
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- **Budget Planning** - Strategic budget allocation across channels
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**Analytics & Insights**
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- **Analytics Report** - Comprehensive performance reporting with insights
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- **Attribution Modeling** - Multi-touch attribution setup and analysis
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- **Dashboard Setup** - Performance dashboard design and configuration
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**Creative & Design**
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- **Design Brief** - Detailed creative project brief creation
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- **Landing Page Design** - Conversion-optimized landing page development
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- **Email Design** - Email marketing template creation
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### 20 Specialized Tasks
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**Brand Tasks**
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- Competitive Research & Analysis
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- Brand Audit & Assessment
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- Content Strategy Development
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- Voice & Tone Guide Creation
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- Brand Design System
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**Performance Marketing Tasks**
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- Audience Segmentation & Targeting
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- Multi-Channel Strategy Development
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- Bid Strategy Optimization
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- Creative A/B Testing
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- Attribution Tracking Setup
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**Analytics Tasks**
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- Marketing Data Analysis
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- Funnel Analysis
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- ROI & ROAS Analysis
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- Customer Segmentation
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- Cohort Analysis & Retention
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- A/B Test Statistical Analysis
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- Predictive Analytics & Forecasting
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**Creative Tasks**
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- Social Media Creative Design
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- Paid Ad Creative Development
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- Mobile Design Optimization
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## 🚀 Quick Start
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### Installation
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```bash
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npx bmad-method@alpha install
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# Select "Marketing Ops" module
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```
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### First Steps
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1. **Load an Agent**
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```
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Load Sofia (Brand Marketer) or Marcus (Media Buyer)
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```
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2. **Run a Workflow**
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- Brand strategy: `*brand-strategy`
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- Campaign planning: `*campaign-plan`
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- Analytics report: `*analytics-report`
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- Design brief: `*design-brief`
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3. **View Your Output**
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- Deliverables saved to: `{project-root}/{output_folder}/marketing/`
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## 📖 Usage Examples
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### Example 1: Develop Brand Strategy
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```
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1. Load Sofia (Brand Marketer)
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2. Run: *brand-strategy
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3. Answer questions about your brand
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4. Receive: Complete brand strategy document with positioning, messaging, and 90-day action plan
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```
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### Example 2: Plan Paid Campaign
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```
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1. Load Marcus (Media Buyer)
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2. Run: *campaign-plan
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3. Define campaign goals, audience, and budget
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4. Receive: Comprehensive campaign plan with channel strategy, creative requirements, and measurement framework
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```
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### Example 3: Generate Analytics Report
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```
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1. Load Elena (Marketing Analyst)
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2. Run: *analytics-report
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3. Specify reporting period and metrics
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4. Receive: Complete analytics report with insights, trends, and actionable recommendations
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```
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### Example 4: Create Design Brief
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```
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1. Load Maya (Marketing Designer)
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2. Run: *design-brief
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3. Define project requirements and objectives
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4. Receive: Comprehensive design brief with specifications, creative direction, and success criteria
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```
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## 🎨 Agent Capabilities
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### Sofia (Brand Marketer)
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**Triggers:**
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- `*brand-analysis` - Comprehensive brand analysis
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- `*brand-strategy` - Develop complete brand strategy
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- `*content-calendar` - Create strategic content calendar
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- `*brand-launch` - Plan brand launch campaign
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- `*competitive-research` - Analyze competitors
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- `*content-strategy` - Develop content framework
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- `*brand-audit` - Assess brand health
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- `*voice-tone` - Define brand voice and tone
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- `*party-mode` - Collaborate with other agents
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### Marcus (Media Buyer)
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**Triggers:**
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- `*campaign-plan` - Create comprehensive campaign plan
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- `*campaign-optimize` - Optimize campaign performance
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- `*budget-planning` - Strategic budget allocation
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- `*audience-analysis` - Deep audience segmentation
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- `*channel-strategy` - Multi-channel strategy
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- `*bid-optimization` - Optimize bidding strategies
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- `*creative-testing` - Design A/B tests
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- `*attribution-setup` - Configure attribution tracking
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- `*party-mode` - Collaborate with other agents
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### Elena (Marketing Analyst)
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**Triggers:**
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- `*analytics-report` - Generate comprehensive analytics report
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- `*attribution-modeling` - Build attribution model
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- `*dashboard-setup` - Create performance dashboards
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- `*data-analysis` - Deep dive data analysis
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- `*predictive-analysis` - Predictive analytics and forecasting
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- `*customer-segmentation` - Segment customer base
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- `*cohort-analysis` - Cohort retention analysis
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- `*ab-test-analysis` - Statistical test analysis
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- `*funnel-analysis` - Conversion funnel analysis
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- `*roi-analysis` - ROI and ROAS analysis
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- `*party-mode` - Collaborate with other agents
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### Maya (Marketing Designer)
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**Triggers:**
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- `*design-brief` - Create comprehensive design brief
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- `*landing-page-design` - Design landing page
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- `*email-design` - Create email templates
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- `*creative-testing` - Develop creative test variations
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- `*social-media-design` - Design social media assets
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- `*ad-creative` - Develop platform-specific ad creatives
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- `*mobile-optimization` - Optimize for mobile
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- `*brand-system` - Create design system and guidelines
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- `*party-mode` - Collaborate with other agents
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## 🎯 Use Cases
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### For Marketing Teams
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- Streamline campaign planning and execution
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- Standardize marketing operations
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- Improve data-driven decision making
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- Scale creative production
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- Measure and optimize ROI
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### For Agencies
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- Deliver consistent client work
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- Accelerate strategy development
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- Provide comprehensive reporting
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- Manage multiple client campaigns
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- Demonstrate clear value and ROI
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### For Growth Teams
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- Launch new brands and products
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- Optimize acquisition channels
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- Improve conversion funnels
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- Scale winning campaigns
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- Build data-driven marketing systems
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### For Solo Marketers
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- Access team-level capabilities solo
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- Professional-grade deliverables
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- Data analysis without data science team
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- Creative briefs and strategic plans
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- Compete with larger teams
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## 📊 Key Features
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### Strategic Planning
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- Brand positioning and messaging frameworks
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- Multi-channel campaign strategies
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- Budget allocation optimization
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- Competitive analysis and insights
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### Performance Optimization
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- Campaign performance analysis
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- A/B testing design and analysis
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- Bid strategy optimization
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- Conversion funnel optimization
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### Data & Analytics
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- Comprehensive performance reporting
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- Multi-touch attribution modeling
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- Customer segmentation and cohort analysis
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- Predictive analytics and forecasting
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### Creative Production
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- Design brief development
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- Platform-specific creative requirements
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- Mobile optimization guidelines
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- Brand system development
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## 🔧 Configuration
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During installation, you'll configure:
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- **Output Location**: Where marketing deliverables are saved
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- **Analytics Platform**: Primary analytics tool (GA4, Adobe, Mixpanel, etc.)
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- **Advertising Platforms**: Active ad platforms (Google, Facebook, LinkedIn, etc.)
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- **Business Type**: B2C, B2B, D2C, SaaS, E-commerce, Marketplace
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- **Team Size**: Solo, small (2-5), medium (6-15), large (15+), agency
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- **Budget Range**: Monthly marketing budget range
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- **Marketing Goals**: Primary objectives (awareness, leads, acquisition, revenue, retention, expansion)
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These configurations personalize agent recommendations and benchmarks.
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## 📁 Module Structure
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```
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src/modules/marketing-ops/
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├── agents/ (4 agents)
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│ ├── brand-marketer.agent.yaml
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│ ├── media-buyer.agent.yaml
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│ ├── marketing-analyst.agent.yaml
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│ └── marketing-designer.agent.yaml
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├── workflows/ (13 workflows)
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│ ├── brand-strategy/
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│ ├── campaign-plan/
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│ ├── analytics-report/
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│ ├── design-brief/
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│ └── ... (9 more)
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├── tasks/ (20 tasks)
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│ ├── competitive-research.xml
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│ ├── data-analysis.xml
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│ ├── audience-analysis.xml
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│ └── ... (17 more)
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├── templates/
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│ ├── brand-strategy-tmpl.md
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│ ├── campaign-plan-tmpl.md
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│ ├── analytics-report-tmpl.md
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│ └── design-brief-tmpl.md
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├── data/
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│ ├── marketing-knowledge-base.md
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│ └── README.md
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├── _module-installer/
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│ └── install-config.yaml
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└── README.md (this file)
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```
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## 💡 Pro Tips
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### Getting the Most Value
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1. **Start with Strategy**: Use brand-strategy or campaign-plan workflows before tactical execution
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2. **Leverage Party Mode**: Use `*party-mode` to bring multiple agents together for complex projects
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3. **Iterate Based on Data**: Run analytics-report regularly and use insights to optimize
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4. **Document Everything**: Save all deliverables for future reference and team alignment
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5. **Test Systematically**: Use creative-testing and ab-test-analysis tasks for continuous improvement
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### Best Practices
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- **Be Specific**: Provide detailed context for better recommendations
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- **Use Templates**: Workflow templates ensure nothing is missed
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- **Regular Reporting**: Schedule weekly/monthly analytics reports
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- **A/B Test Everything**: Test creative, audiences, and strategies
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- **Document Learnings**: Keep a record of what works and what doesn't
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## 🤝 Integration with Other Modules
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Marketing Ops works great with:
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- **Content Creator**: For content writing and multi-platform publishing
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- **ClaudeCode Writer**: For marketing automation scripts
|
||||
- **Product Management**: For go-to-market planning
|
||||
|
||||
## 📈 Success Metrics
|
||||
|
||||
After implementing Marketing Ops, track:
|
||||
- Time saved on strategic planning (typical: 10-20 hours/month)
|
||||
- Consistency of marketing deliverables (all follow best practices)
|
||||
- Data-driven decision making (insights → action)
|
||||
- Campaign performance improvements (ROAS, CAC, conversion rates)
|
||||
- Team alignment (shared frameworks and language)
|
||||
|
||||
## 🆘 Support & Feedback
|
||||
|
||||
- **Documentation**: This file and individual workflow instructions
|
||||
- **Issues**: Report issues at https://github.com/jamon8888/BMAD-METHOD/issues
|
||||
- **Discussions**: Share use cases and ask questions in GitHub Discussions
|
||||
|
||||
## 📝 Changelog
|
||||
|
||||
### v1.0.0 (Initial Release)
|
||||
- 4 specialized marketing agents
|
||||
- 13 comprehensive workflows
|
||||
- 20 specialized tasks
|
||||
- Complete installation configuration
|
||||
- Marketing knowledge base and benchmarks
|
||||
|
||||
---
|
||||
|
||||
**Built with** ❤️ **for marketers who want to scale their impact**
|
||||
|
||||
Ready to transform your marketing operations? Load an agent and get started! 🚀
|
||||
|
|
@ -0,0 +1,191 @@
|
|||
code: marketing-ops
|
||||
name: "Marketing Ops - Comprehensive Marketing Operations Suite"
|
||||
description: "Complete marketing operations module with brand strategy, performance marketing, analytics, and creative design capabilities"
|
||||
default_selected: false
|
||||
|
||||
prompts:
|
||||
marketing_output_path:
|
||||
prompt: "Where should marketing deliverables be saved? (strategies, reports, plans)"
|
||||
default: "{output_folder}/marketing"
|
||||
result: "{project-root}/{value}"
|
||||
|
||||
analytics_platform:
|
||||
prompt: "What analytics platform do you primarily use?"
|
||||
default: "ga4"
|
||||
single-select:
|
||||
- value: "ga4"
|
||||
label: "Google Analytics 4"
|
||||
- value: "adobe"
|
||||
label: "Adobe Analytics"
|
||||
- value: "mixpanel"
|
||||
label: "Mixpanel"
|
||||
- value: "other"
|
||||
label: "Other/Multiple"
|
||||
|
||||
advertising_platforms:
|
||||
prompt: "Which advertising platforms do you use? (Select all that apply)"
|
||||
multi-select:
|
||||
- value: "google-ads"
|
||||
label: "Google Ads"
|
||||
- value: "facebook"
|
||||
label: "Facebook/Instagram Ads"
|
||||
- value: "linkedin"
|
||||
label: "LinkedIn Ads"
|
||||
- value: "tiktok"
|
||||
label: "TikTok Ads"
|
||||
- value: "youtube"
|
||||
label: "YouTube Ads"
|
||||
- value: "twitter"
|
||||
label: "Twitter/X Ads"
|
||||
- value: "programmatic"
|
||||
label: "Display/Programmatic"
|
||||
|
||||
business_type:
|
||||
prompt: "What type of business are you?"
|
||||
default: "b2c"
|
||||
single-select:
|
||||
- value: "b2c"
|
||||
label: "B2C (Business to Consumer)"
|
||||
- value: "b2b"
|
||||
label: "B2B (Business to Business)"
|
||||
- value: "d2c"
|
||||
label: "D2C (Direct to Consumer)"
|
||||
- value: "saas"
|
||||
label: "SaaS (Software as a Service)"
|
||||
- value: "ecommerce"
|
||||
label: "E-commerce"
|
||||
- value: "marketplace"
|
||||
label: "Marketplace/Platform"
|
||||
|
||||
marketing_team_size:
|
||||
prompt: "What is your marketing team size?"
|
||||
default: "small"
|
||||
single-select:
|
||||
- value: "solo"
|
||||
label: "Solo marketer"
|
||||
- value: "small"
|
||||
label: "Small team (2-5)"
|
||||
- value: "medium"
|
||||
label: "Medium team (6-15)"
|
||||
- value: "large"
|
||||
label: "Large team (15+)"
|
||||
- value: "agency"
|
||||
label: "Agency/Multiple clients"
|
||||
|
||||
marketing_budget_range:
|
||||
prompt: "What is your monthly marketing budget range?"
|
||||
default: "10k-50k"
|
||||
single-select:
|
||||
- value: "under-10k"
|
||||
label: "Under $10K/month"
|
||||
- value: "10k-50k"
|
||||
label: "$10K-$50K/month"
|
||||
- value: "50k-200k"
|
||||
label: "$50K-$200K/month"
|
||||
- value: "200k-plus"
|
||||
label: "$200K+/month"
|
||||
|
||||
primary_marketing_goals:
|
||||
prompt: "What are your primary marketing goals? (Select all that apply)"
|
||||
multi-select:
|
||||
- value: "brand-awareness"
|
||||
label: "Brand Awareness"
|
||||
- value: "lead-generation"
|
||||
label: "Lead Generation"
|
||||
- value: "customer-acquisition"
|
||||
label: "Customer Acquisition"
|
||||
- value: "revenue-growth"
|
||||
label: "Revenue Growth"
|
||||
- value: "retention"
|
||||
label: "Customer Retention"
|
||||
- value: "market-expansion"
|
||||
label: "Market Expansion"
|
||||
|
||||
configuration:
|
||||
bmad_folder: ".bmad"
|
||||
|
||||
agents:
|
||||
- file: "agents/brand-marketer.agent.yaml"
|
||||
enabled: true
|
||||
- file: "agents/media-buyer.agent.yaml"
|
||||
enabled: true
|
||||
- file: "agents/marketing-analyst.agent.yaml"
|
||||
enabled: true
|
||||
- file: "agents/marketing-designer.agent.yaml"
|
||||
enabled: true
|
||||
|
||||
workflows:
|
||||
- folder: "workflows/brand-strategy"
|
||||
enabled: true
|
||||
- folder: "workflows/campaign-plan"
|
||||
enabled: true
|
||||
- folder: "workflows/analytics-report"
|
||||
enabled: true
|
||||
- folder: "workflows/design-brief"
|
||||
enabled: true
|
||||
- folder: "workflows/brand-analysis"
|
||||
enabled: true
|
||||
- folder: "workflows/campaign-optimize"
|
||||
enabled: true
|
||||
- folder: "workflows/budget-planning"
|
||||
enabled: true
|
||||
- folder: "workflows/attribution-modeling"
|
||||
enabled: true
|
||||
- folder: "workflows/dashboard-setup"
|
||||
enabled: true
|
||||
- folder: "workflows/content-calendar"
|
||||
enabled: true
|
||||
- folder: "workflows/brand-launch"
|
||||
enabled: true
|
||||
- folder: "workflows/landing-page-design"
|
||||
enabled: true
|
||||
- folder: "workflows/email-design"
|
||||
enabled: true
|
||||
|
||||
tasks:
|
||||
- file: "tasks/competitive-research.xml"
|
||||
- file: "tasks/data-analysis.xml"
|
||||
- file: "tasks/audience-analysis.xml"
|
||||
- file: "tasks/channel-strategy.xml"
|
||||
- file: "tasks/funnel-analysis.xml"
|
||||
- file: "tasks/roi-analysis.xml"
|
||||
- file: "tasks/brand-audit.xml"
|
||||
- file: "tasks/content-strategy.xml"
|
||||
- file: "tasks/voice-tone-guide.xml"
|
||||
- file: "tasks/bid-optimization.xml"
|
||||
- file: "tasks/creative-testing.xml"
|
||||
- file: "tasks/customer-segmentation.xml"
|
||||
- file: "tasks/cohort-analysis.xml"
|
||||
- file: "tasks/ab-test-analysis.xml"
|
||||
- file: "tasks/predictive-analysis.xml"
|
||||
- file: "tasks/attribution-setup.xml"
|
||||
- file: "tasks/brand-system.xml"
|
||||
- file: "tasks/mobile-optimization.xml"
|
||||
- file: "tasks/social-media-design.xml"
|
||||
- file: "tasks/ad-creative.xml"
|
||||
|
||||
post_install_message: |
|
||||
|
||||
🎯 Marketing Ops Module Installed Successfully!
|
||||
|
||||
You now have access to 4 specialized marketing agents:
|
||||
|
||||
📊 Sofia (Brand Marketer) - Brand strategy and content planning
|
||||
📱 Marcus (Media Buyer) - Performance marketing and campaigns
|
||||
📈 Elena (Marketing Analyst) - Data analysis and insights
|
||||
🎨 Maya (Marketing Designer) - Creative design and UX
|
||||
|
||||
Key workflows available:
|
||||
• Brand Strategy Development
|
||||
• Campaign Planning & Optimization
|
||||
• Analytics Reporting
|
||||
• Design Briefs & Creative Production
|
||||
|
||||
💡 Quick Start:
|
||||
1. Load an agent (e.g., Sofia for brand strategy)
|
||||
2. Run a workflow (e.g., *brand-strategy)
|
||||
3. Marketing deliverables will be saved to: {{marketing_output_path}}
|
||||
|
||||
📚 Full documentation: src/modules/marketing-ops/README.md
|
||||
|
||||
Happy marketing! 🚀
|
||||
|
|
@ -0,0 +1,58 @@
|
|||
# Brand Marketer - Marketing Strategy & Brand Development Expert
|
||||
|
||||
agent:
|
||||
metadata:
|
||||
id: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
name: Sofia
|
||||
title: Brand Marketing Strategist
|
||||
icon: 🎨
|
||||
module: marketing-ops
|
||||
|
||||
persona:
|
||||
role: Strategic Brand Storyteller + Customer Experience Designer + Brand Marketing Expert
|
||||
identity: Expert Brand Marketing Strategist with 10+ years building and scaling brand strategies across diverse industries. Master at converting business objectives into compelling narratives that resonate with target audiences. Expert in brand positioning, content strategy, and customer journey mapping.
|
||||
communication_style: Creative, empathetic, and data-informed. Balances strategic thinking with creative execution. Focuses on authentic storytelling and emotional connections.
|
||||
principles:
|
||||
- Customer-centric storytelling aligned with journey stages
|
||||
- Consistent brand messaging across all channels
|
||||
- Emotional connections over feature-based marketing
|
||||
- Data-informed creative decisions with human insight
|
||||
- Authentic brand voice development
|
||||
- Community building and advocacy cultivation
|
||||
|
||||
menu:
|
||||
- trigger: brand-analysis
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/brand-analysis/workflow.yaml"
|
||||
description: Comprehensive brand analysis and positioning
|
||||
|
||||
- trigger: brand-strategy
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/brand-strategy/workflow.yaml"
|
||||
description: Develop comprehensive brand strategy
|
||||
|
||||
- trigger: content-calendar
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/content-calendar/workflow.yaml"
|
||||
description: Create strategic content calendar
|
||||
|
||||
- trigger: brand-launch
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/brand-launch/workflow.yaml"
|
||||
description: Plan and execute brand launch campaign
|
||||
|
||||
- trigger: competitive-research
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/competitive-research.xml"
|
||||
description: Analyze competitors and market positioning
|
||||
|
||||
- trigger: content-strategy
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/content-strategy.xml"
|
||||
description: Develop content strategy framework
|
||||
|
||||
- trigger: brand-audit
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/brand-audit.xml"
|
||||
description: Comprehensive brand audit and assessment
|
||||
|
||||
- trigger: voice-tone
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/voice-tone-guide.xml"
|
||||
description: Define brand voice and tone guidelines
|
||||
|
||||
- trigger: party-mode
|
||||
workflow: "{project-root}/{bmad_folder}/core/workflows/party-mode/workflow.yaml"
|
||||
description: Collaborate with other marketing specialists
|
||||
|
|
@ -0,0 +1,66 @@
|
|||
# Marketing Analyst - Data Analysis & Insights Expert
|
||||
|
||||
agent:
|
||||
metadata:
|
||||
id: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
name: Elena
|
||||
title: Marketing Data Analyst & Insights Specialist
|
||||
icon: 📊
|
||||
module: marketing-ops
|
||||
|
||||
persona:
|
||||
role: Marketing Data Analyst + Insights Specialist + Predictive Analytics Expert
|
||||
identity: Marketing Data Analyst with 7+ years transforming marketing data into actionable insights. Master at attribution modeling, predictive analytics, and dashboard development. Expert in customer segmentation, funnel analysis, and ROI measurement. Skilled in statistical rigor and A/B testing methodologies.
|
||||
communication_style: Analytical, detail-oriented, and insight-focused. Emphasizes data accuracy and actionable recommendations. Translates complex data into clear business insights.
|
||||
principles:
|
||||
- Data accuracy and integrity are foundational to all insights
|
||||
- Actionable insights drive better business decisions than vanity metrics
|
||||
- Statistical rigor ensures reliable conclusions
|
||||
- Visualization clarity accelerates decision-making
|
||||
- Continuous monitoring catches issues early
|
||||
- Predictive models enable proactive strategy
|
||||
|
||||
menu:
|
||||
- trigger: analytics-report
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/analytics-report/workflow.yaml"
|
||||
description: Generate comprehensive analytics report
|
||||
|
||||
- trigger: attribution-modeling
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/attribution-modeling/workflow.yaml"
|
||||
description: Build multi-touch attribution model
|
||||
|
||||
- trigger: dashboard-setup
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/dashboard-setup/workflow.yaml"
|
||||
description: Create performance dashboards
|
||||
|
||||
- trigger: data-analysis
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/data-analysis.xml"
|
||||
description: Deep dive data analysis and insights
|
||||
|
||||
- trigger: predictive-analysis
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/predictive-analysis.xml"
|
||||
description: Predictive analytics and forecasting
|
||||
|
||||
- trigger: customer-segmentation
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/customer-segmentation.xml"
|
||||
description: Customer segmentation analysis
|
||||
|
||||
- trigger: cohort-analysis
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/cohort-analysis.xml"
|
||||
description: Cohort analysis and retention metrics
|
||||
|
||||
- trigger: ab-test-analysis
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/ab-test-analysis.xml"
|
||||
description: Statistical A/B test analysis
|
||||
|
||||
- trigger: funnel-analysis
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/funnel-analysis.xml"
|
||||
description: Conversion funnel analysis
|
||||
|
||||
- trigger: roi-analysis
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/roi-analysis.xml"
|
||||
description: ROI and ROAS analysis
|
||||
|
||||
- trigger: party-mode
|
||||
workflow: "{project-root}/{bmad_folder}/core/workflows/party-mode/workflow.yaml"
|
||||
description: Collaborate with other marketing specialists
|
||||
|
|
@ -0,0 +1,58 @@
|
|||
# Marketing Designer - Creative Design & Conversion Optimization Expert
|
||||
|
||||
agent:
|
||||
metadata:
|
||||
id: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
name: Maya
|
||||
title: Creative Marketing Designer & UX Specialist
|
||||
icon: 🎨
|
||||
module: marketing-ops
|
||||
|
||||
persona:
|
||||
role: Creative Marketing Designer + UX Specialist + Conversion Optimizer
|
||||
identity: Creative Marketing Designer with 6+ years creating high-converting marketing assets across digital and print channels. Master at visual asset creation, user experience optimization, and data-informed design decisions. Expert in A/B testing, mobile-first design, and accessible design implementation.
|
||||
communication_style: Creative, detail-oriented, and performance-focused. Balances aesthetic quality with conversion goals. Emphasizes testing and iteration.
|
||||
principles:
|
||||
- Every visual element serves a conversion goal
|
||||
- Testing validates design decisions over opinions
|
||||
- Brand consistency builds recognition and trust
|
||||
- Accessibility ensures inclusive user experiences
|
||||
- Mobile-first design meets users where they are
|
||||
- Data-informed creativity maximizes performance
|
||||
|
||||
menu:
|
||||
- trigger: design-brief
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/design-brief/workflow.yaml"
|
||||
description: Create comprehensive design brief
|
||||
|
||||
- trigger: landing-page-design
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/landing-page-design/workflow.yaml"
|
||||
description: Design conversion-optimized landing page
|
||||
|
||||
- trigger: email-design
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/email-design/workflow.yaml"
|
||||
description: Create email marketing templates
|
||||
|
||||
- trigger: creative-testing
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/creative-testing.xml"
|
||||
description: Develop creative A/B test variations
|
||||
|
||||
- trigger: social-media-design
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/social-media-design.xml"
|
||||
description: Design social media campaign assets
|
||||
|
||||
- trigger: ad-creative
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/ad-creative.xml"
|
||||
description: Develop platform-specific ad creatives
|
||||
|
||||
- trigger: mobile-optimization
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/mobile-optimization.xml"
|
||||
description: Optimize designs for mobile devices
|
||||
|
||||
- trigger: brand-system
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/brand-system.xml"
|
||||
description: Create design system and brand guidelines
|
||||
|
||||
- trigger: party-mode
|
||||
workflow: "{project-root}/{bmad_folder}/core/workflows/party-mode/workflow.yaml"
|
||||
description: Collaborate with other marketing specialists
|
||||
|
|
@ -0,0 +1,58 @@
|
|||
# Media Buyer - Performance Marketing & Campaign Optimization Expert
|
||||
|
||||
agent:
|
||||
metadata:
|
||||
id: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
name: Marcus
|
||||
title: Performance Marketing Specialist
|
||||
icon: 📱
|
||||
module: marketing-ops
|
||||
|
||||
persona:
|
||||
role: Data-Driven Performance Marketing Expert + ROI Optimizer + Campaign Strategist
|
||||
identity: Performance Marketing Expert with 8+ years managing multi-million dollar advertising budgets across major platforms. Master at optimizing paid campaigns for maximum ROAS. Expert in attribution analysis, audience segmentation, and multi-channel coordination across Google, Facebook, LinkedIn, TikTok, and other platforms.
|
||||
communication_style: Data-driven, results-focused, and strategic. Emphasizes ROI and measurable outcomes. Balances testing rigor with rapid iteration.
|
||||
principles:
|
||||
- Performance metrics drive all campaign decisions
|
||||
- Continuous testing and optimization maximize ROAS
|
||||
- Attribution clarity enables smart budget allocation
|
||||
- Creative quality amplifies targeting precision
|
||||
- Multi-channel synergy beats single-channel excellence
|
||||
- Real-time monitoring enables rapid course correction
|
||||
|
||||
menu:
|
||||
- trigger: campaign-plan
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/campaign-plan/workflow.yaml"
|
||||
description: Create comprehensive paid campaign plan
|
||||
|
||||
- trigger: campaign-optimize
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/campaign-optimize/workflow.yaml"
|
||||
description: Optimize existing campaign performance
|
||||
|
||||
- trigger: budget-planning
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/budget-planning/workflow.yaml"
|
||||
description: Strategic budget allocation across channels
|
||||
|
||||
- trigger: audience-analysis
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/audience-analysis.xml"
|
||||
description: Deep audience segmentation and targeting analysis
|
||||
|
||||
- trigger: channel-strategy
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/channel-strategy.xml"
|
||||
description: Multi-channel strategy development
|
||||
|
||||
- trigger: bid-optimization
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/bid-optimization.xml"
|
||||
description: Optimize bidding strategies for maximum ROAS
|
||||
|
||||
- trigger: creative-testing
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/creative-testing.xml"
|
||||
description: Design and analyze creative A/B tests
|
||||
|
||||
- trigger: attribution-setup
|
||||
exec: "{project-root}/{bmad_folder}/marketing-ops/tasks/attribution-setup.xml"
|
||||
description: Configure attribution tracking and models
|
||||
|
||||
- trigger: party-mode
|
||||
workflow: "{project-root}/{bmad_folder}/core/workflows/party-mode/workflow.yaml"
|
||||
description: Collaborate with other marketing specialists
|
||||
|
|
@ -0,0 +1,17 @@
|
|||
# Marketing Ops Data Directory
|
||||
|
||||
This directory contains marketing knowledge bases, benchmarks, and reference data.
|
||||
|
||||
## Contents
|
||||
|
||||
- **marketing-knowledge-base.md** - Key metrics, benchmarks, and best practices
|
||||
- **business-type-prompts.md** - Coming soon
|
||||
- **platform-specifications.md** - Coming soon
|
||||
|
||||
## Usage
|
||||
|
||||
Reference these files when:
|
||||
- Setting performance targets
|
||||
- Benchmarking performance
|
||||
- Planning campaigns
|
||||
- Analyzing results
|
||||
|
|
@ -0,0 +1,67 @@
|
|||
# Marketing Knowledge Base
|
||||
|
||||
## Key Marketing Metrics
|
||||
|
||||
### Acquisition Metrics
|
||||
- **CAC (Customer Acquisition Cost)**: Total marketing spend / new customers
|
||||
- **CPC (Cost Per Click)**: Ad spend / clicks
|
||||
- **CPM (Cost Per Mille)**: Ad spend / impressions × 1000
|
||||
- **CTR (Click-Through Rate)**: Clicks / impressions × 100
|
||||
|
||||
### Conversion Metrics
|
||||
- **CVR (Conversion Rate)**: Conversions / visits × 100
|
||||
- **CPA (Cost Per Acquisition)**: Ad spend / conversions
|
||||
- **ROAS (Return on Ad Spend)**: Revenue / ad spend
|
||||
- **ROI (Return on Investment)**: (Revenue - costs) / costs × 100
|
||||
|
||||
### Retention Metrics
|
||||
- **LTV (Lifetime Value)**: Average revenue per customer over lifetime
|
||||
- **Churn Rate**: Customers lost / total customers × 100
|
||||
- **Retention Rate**: Customers retained / total customers × 100
|
||||
- **NPS (Net Promoter Score)**: % promoters - % detractors
|
||||
|
||||
## Industry Benchmarks
|
||||
|
||||
### E-commerce
|
||||
- Average conversion rate: 2-3%
|
||||
- Average cart abandonment: 70%
|
||||
- Email open rate: 15-25%
|
||||
- Email click rate: 2-5%
|
||||
|
||||
### B2B SaaS
|
||||
- Free trial to paid: 15-30%
|
||||
- Monthly churn: 3-7%
|
||||
- LTV:CAC ratio: 3:1 minimum
|
||||
- Payback period: 6-12 months
|
||||
|
||||
### Advertising Benchmarks
|
||||
- Google Search CTR: 3-5%
|
||||
- Facebook CTR: 0.9-1.5%
|
||||
- LinkedIn CTR: 0.4-0.8%
|
||||
- Display CTR: 0.1-0.5%
|
||||
|
||||
## Platform Best Practices
|
||||
|
||||
### Google Ads
|
||||
- Quality Score optimization
|
||||
- Negative keyword management
|
||||
- Ad extension usage
|
||||
- Smart bidding strategies
|
||||
|
||||
### Facebook/Instagram
|
||||
- Mobile-first creative
|
||||
- Video for engagement
|
||||
- Lookalike audience scaling
|
||||
- Retargeting strategies
|
||||
|
||||
### LinkedIn
|
||||
- B2B targeting precision
|
||||
- Sponsored content for awareness
|
||||
- Lead gen forms for conversions
|
||||
- InMail for direct outreach
|
||||
|
||||
### TikTok
|
||||
- Authentic, native content
|
||||
- Hook in first 3 seconds
|
||||
- Sound-off optimization
|
||||
- Trend participation
|
||||
|
|
@ -0,0 +1,27 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/ab-test-analysis.xml</id>
|
||||
<name>Statistical A/B Test Analysis</name>
|
||||
<description>Analyze A/B test results with statistical rigor</description>
|
||||
<module>marketing-ops</module>
|
||||
</metadata>
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Statistical A/B Test Analysis
|
||||
Analyze A/B tests to determine statistical significance and business impact.
|
||||
## Analysis Process
|
||||
1. Verify test setup and data quality
|
||||
2. Calculate conversion rates by variation
|
||||
3. Perform statistical significance test (chi-square or t-test)
|
||||
4. Calculate confidence intervals
|
||||
5. Assess practical significance (effect size)
|
||||
6. Make recommendation (scale winner, iterate, or inconclusive)
|
||||
## Success Criteria
|
||||
- P-value < 0.05 (95% confidence)
|
||||
- Minimum 100 conversions per variation
|
||||
- Test ran for full business cycle (typically 1-2 weeks)
|
||||
- Result is both statistically and practically significant
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,31 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/ad-creative.xml</id>
|
||||
<name>Paid Ad Creative Development</name>
|
||||
<description>Develop platform-specific ad creatives optimized for performance</description>
|
||||
<module>marketing-ops</module>
|
||||
</metadata>
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Paid Ad Creative Development
|
||||
Create high-performing ad creatives optimized for each platform.
|
||||
## Platform Best Practices
|
||||
**Google Search**: Compelling headlines, clear value prop, strong CTA
|
||||
**Google Display/YouTube**: Eye-catching visuals, brand recognition, clear message
|
||||
**Facebook/Instagram**: Stop-the-scroll creative, benefit-focused, mobile-optimized
|
||||
**LinkedIn**: Professional, value-focused, B2B appropriate
|
||||
**TikTok**: Authentic, native-feeling, hook in first 3 seconds
|
||||
## Creative Elements
|
||||
- Multiple headline variations
|
||||
- Image/video variations
|
||||
- CTA variations
|
||||
- Ad copy variations
|
||||
- Landing page alignment
|
||||
## Testing Strategy
|
||||
- A/B test creative elements
|
||||
- Refresh creative every 4-6 weeks
|
||||
- Scale winners, iterate losers
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,28 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/attribution-setup.xml</id>
|
||||
<name>Attribution Tracking Setup</name>
|
||||
<description>Configure multi-touch attribution tracking and models</description>
|
||||
<module>marketing-ops</module>
|
||||
</metadata>
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Attribution Tracking Setup
|
||||
Implement attribution tracking to understand customer journey and channel contribution.
|
||||
## Setup Components
|
||||
1. **Conversion Tracking**: Pixels, events, server-side tracking
|
||||
2. **UTM Parameters**: Consistent naming conventions
|
||||
3. **Cross-Domain Tracking**: Link domains for full journey
|
||||
4. **Attribution Models**: Configure last-click, first-click, linear, position-based, data-driven
|
||||
5. **Reporting**: Dashboards showing multi-touch attribution
|
||||
## Implementation
|
||||
- Install tracking pixels on all platforms
|
||||
- Set up conversion events with values
|
||||
- Implement UTM tagging standards
|
||||
- Configure attribution windows
|
||||
- Validate data accuracy
|
||||
- Train team on attribution insights
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,164 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/audience-analysis.xml</id>
|
||||
<name>Audience Segmentation & Targeting Analysis</name>
|
||||
<description>Deep audience analysis to create detailed segments with targeting strategies</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>audience</tag>
|
||||
<tag>targeting</tag>
|
||||
<tag>segmentation</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Audience Segmentation & Targeting Analysis
|
||||
|
||||
## Objective
|
||||
Develop detailed audience segments with targeting criteria and channel strategies to maximize campaign performance.
|
||||
|
||||
## Analysis Process
|
||||
|
||||
### 1. Define Segmentation Criteria
|
||||
|
||||
**Demographic Segmentation**
|
||||
- Age, gender, location
|
||||
- Income, education, occupation
|
||||
- Household composition, life stage
|
||||
|
||||
**Psychographic Segmentation**
|
||||
- Values and beliefs
|
||||
- Interests and hobbies
|
||||
- Lifestyle and personality traits
|
||||
- Motivations and pain points
|
||||
|
||||
**Behavioral Segmentation**
|
||||
- Purchase behavior and patterns
|
||||
- Product usage and engagement
|
||||
- Brand loyalty and advocacy
|
||||
- Online behavior and content consumption
|
||||
|
||||
**Firmographic Segmentation** (B2B)
|
||||
- Company size and revenue
|
||||
- Industry and sector
|
||||
- Job title and seniority
|
||||
- Decision-making authority
|
||||
|
||||
### 2. Identify Audience Segments
|
||||
|
||||
Create 2-4 primary audience segments based on:
|
||||
- Commonalities in characteristics
|
||||
- Distinct needs and motivations
|
||||
- Accessibility through marketing channels
|
||||
- Business value and potential
|
||||
|
||||
For each segment, define:
|
||||
- **Segment Name**: Descriptive, memorable name
|
||||
- **Size**: Estimated audience size
|
||||
- **Characteristics**: Detailed profile
|
||||
- **Needs & Pain Points**: What problems they're solving
|
||||
- **Purchase Drivers**: What motivates them to buy
|
||||
- **Media Consumption**: Where they spend time online/offline
|
||||
|
||||
### 3. Prioritize Segments
|
||||
|
||||
Evaluate each segment on:
|
||||
- **Market Size**: Total addressable audience
|
||||
- **Accessibility**: Ease of reaching through marketing
|
||||
- **Value**: Expected LTV and profitability
|
||||
- **Competitive Intensity**: How contested is this segment
|
||||
- **Strategic Fit**: Alignment with business goals
|
||||
|
||||
Prioritize segments using scoring framework:
|
||||
- High Priority: Large size, high value, low competition
|
||||
- Medium Priority: One dimension is limiting
|
||||
- Low Priority: Small, low value, or highly competitive
|
||||
|
||||
### 4. Develop Targeting Strategies
|
||||
|
||||
For each priority segment:
|
||||
|
||||
**Platform-Specific Targeting**
|
||||
|
||||
**Google Ads**
|
||||
- Search keywords and intent signals
|
||||
- Custom intent audiences
|
||||
- In-market audiences
|
||||
- Similar audiences
|
||||
- Demographic targeting
|
||||
|
||||
**Facebook/Instagram**
|
||||
- Core audience targeting (demographics, interests, behaviors)
|
||||
- Lookalike audiences
|
||||
- Custom audiences (pixel, email list, engagement)
|
||||
- Interest stacking strategies
|
||||
|
||||
**LinkedIn**
|
||||
- Job title and function
|
||||
- Company size and industry
|
||||
- Seniority and skills
|
||||
- LinkedIn Groups and interests
|
||||
|
||||
**TikTok**
|
||||
- Age and gender
|
||||
- Interests and behaviors
|
||||
- Lookalike audiences
|
||||
- Custom audiences
|
||||
|
||||
### 5. Create Messaging by Segment
|
||||
|
||||
For each segment, define:
|
||||
- **Primary Message**: Core value proposition
|
||||
- **Supporting Messages**: Secondary benefits
|
||||
- **Tone & Voice**: Communication style
|
||||
- **Proof Points**: Credibility and social proof
|
||||
- **Call-to-Action**: Desired action
|
||||
|
||||
Ensure messaging addresses:
|
||||
- Segment-specific pain points
|
||||
- Unique motivations and values
|
||||
- Appropriate level of sophistication
|
||||
- Platform and context
|
||||
|
||||
### 6. Estimate Performance
|
||||
|
||||
For each segment, project:
|
||||
- **Reach**: Total addressable audience on each platform
|
||||
- **Expected CTR**: Based on benchmarks and historical data
|
||||
- **Expected Conversion Rate**: Based on segment quality
|
||||
- **Expected CAC**: Cost to acquire customer
|
||||
- **Expected LTV**: Lifetime value
|
||||
- **LTV:CAC Ratio**: Segment profitability
|
||||
|
||||
### 7. Develop Testing Plan
|
||||
|
||||
Create systematic testing approach:
|
||||
- **Phase 1**: Test all segments with small budget
|
||||
- **Phase 2**: Scale top performers, optimize underperformers
|
||||
- **Phase 3**: Expand winning segments, pause losers
|
||||
|
||||
For each test:
|
||||
- Test duration and budget
|
||||
- Success criteria (ROAS, CAC, conversion rate)
|
||||
- Decision rules (when to scale, optimize, or pause)
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **Audience Segments** - Detailed profiles for each segment
|
||||
2. **Targeting Strategies** - Platform-specific targeting parameters
|
||||
3. **Messaging Framework** - Segment-specific messaging
|
||||
4. **Performance Projections** - Expected metrics per segment
|
||||
5. **Testing Plan** - Phased approach to validation
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- Segments are distinct with clear differentiation
|
||||
- Targeting criteria are specific and actionable
|
||||
- Messaging resonates with segment needs
|
||||
- Performance projections are data-backed
|
||||
- Testing plan enables rapid learning
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,101 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/bid-optimization.xml</id>
|
||||
<name>Bid Strategy Optimization</name>
|
||||
<description>Optimize bidding strategies across platforms for maximum ROAS</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>bidding</tag>
|
||||
<tag>optimization</tag>
|
||||
<tag>ppc</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Bid Strategy Optimization
|
||||
|
||||
## Objective
|
||||
Optimize bidding strategies to maximize ROAS while maintaining volume targets.
|
||||
|
||||
## Bid Strategy Evaluation
|
||||
|
||||
### Manual vs. Automated Bidding
|
||||
|
||||
**Manual Bidding**
|
||||
- Pros: Full control, granular optimization
|
||||
- Cons: Time-intensive, slower to react
|
||||
- Best for: Small budgets, niche targeting, testing
|
||||
|
||||
**Automated Bidding**
|
||||
- Pros: Machine learning, real-time optimization
|
||||
- Cons: Less control, requires conversion data
|
||||
- Best for: Scale, proven campaigns, efficiency goals
|
||||
|
||||
### Bid Strategy Types
|
||||
|
||||
**Target ROAS**
|
||||
- Optimize for return on ad spend target
|
||||
- Best for: E-commerce, clear revenue tracking
|
||||
- Requirements: 15+ conversions/month minimum
|
||||
|
||||
**Target CPA**
|
||||
- Optimize for cost per acquisition target
|
||||
- Best for: Lead generation, consistent conversion value
|
||||
- Requirements: 15+ conversions/month minimum
|
||||
|
||||
**Maximize Conversions**
|
||||
- Get most conversions within budget
|
||||
- Best for: Volume goals, early testing
|
||||
- Requirements: Some conversion history
|
||||
|
||||
**Maximize Conversion Value**
|
||||
- Maximize total conversion value
|
||||
- Best for: Variable order values
|
||||
- Requirements: Revenue tracking, sufficient volume
|
||||
|
||||
### Platform-Specific Strategies
|
||||
|
||||
**Google Ads**
|
||||
- Smart Bidding (Target ROAS/CPA recommended)
|
||||
- Portfolio bid strategies for shared targets
|
||||
- Bid adjustments for device, location, time
|
||||
|
||||
**Facebook/Meta**
|
||||
- Lowest cost vs. cost cap vs. bid cap
|
||||
- Campaign budget optimization
|
||||
- Learning phase considerations
|
||||
|
||||
**LinkedIn**
|
||||
- Maximum delivery vs. target cost
|
||||
- Higher bids needed for competitive targeting
|
||||
- Bid testing for optimal efficiency
|
||||
|
||||
## Optimization Process
|
||||
|
||||
1. **Baseline Performance**: Establish current metrics
|
||||
2. **Strategy Selection**: Choose appropriate bid type
|
||||
3. **Target Setting**: Set realistic ROAS/CPA targets
|
||||
4. **Testing**: Run 2-4 week test with sufficient budget
|
||||
5. **Monitoring**: Track performance daily during learning
|
||||
6. **Iteration**: Adjust targets based on results
|
||||
7. **Scaling**: Increase budget on winning strategies
|
||||
|
||||
## Optimization Tactics
|
||||
|
||||
- Bid higher on high-converting audiences/times
|
||||
- Lower bids on low-performing segments
|
||||
- Test different bid strategies in parallel
|
||||
- Adjust bids based on attribution insights
|
||||
- Account for seasonality and trends
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **Strategy Recommendation** - Optimal bid approach per campaign
|
||||
2. **Target Setting** - ROAS/CPA targets with rationale
|
||||
3. **Implementation Plan** - Steps to execute changes
|
||||
4. **Monitoring Plan** - Metrics to track and optimization triggers
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,65 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/brand-audit.xml</id>
|
||||
<name>Brand Audit & Assessment</name>
|
||||
<description>Comprehensive brand audit to assess consistency, effectiveness, and opportunities</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>brand</tag>
|
||||
<tag>audit</tag>
|
||||
<tag>assessment</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Brand Audit & Assessment
|
||||
|
||||
## Objective
|
||||
Conduct comprehensive brand audit to assess brand health, consistency, and identify improvement opportunities.
|
||||
|
||||
## Audit Areas
|
||||
|
||||
### 1. Brand Identity Audit
|
||||
- Logo usage consistency across touchpoints
|
||||
- Color palette adherence
|
||||
- Typography consistency
|
||||
- Visual style and imagery alignment
|
||||
- Design system completeness
|
||||
|
||||
### 2. Messaging Audit
|
||||
- Value proposition clarity and consistency
|
||||
- Messaging alignment across channels
|
||||
- Tone and voice consistency
|
||||
- Claim substantiation and proof points
|
||||
|
||||
### 3. Brand Presence Audit
|
||||
- Website brand experience
|
||||
- Social media profiles and content
|
||||
- Advertising creative
|
||||
- Sales materials and presentations
|
||||
- Physical presence (if applicable)
|
||||
|
||||
### 4. Brand Perception Audit
|
||||
- Customer reviews and sentiment
|
||||
- Social media mentions
|
||||
- Brand awareness metrics
|
||||
- Net Promoter Score (NPS)
|
||||
- Brand associations and attributes
|
||||
|
||||
### 5. Competitive Positioning Audit
|
||||
- How brand is positioned vs. competitors
|
||||
- Unique differentiators
|
||||
- Market perception
|
||||
- Share of voice
|
||||
|
||||
## Audit Deliverables
|
||||
|
||||
1. **Brand Scorecard** - Assessment across all dimensions
|
||||
2. **Inconsistencies Report** - Gaps and misalignments
|
||||
3. **Improvement Opportunities** - Prioritized recommendations
|
||||
4. **Action Plan** - Steps to strengthen brand
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,28 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/brand-system.xml</id>
|
||||
<name>Brand Design System</name>
|
||||
<description>Create comprehensive design system and brand guidelines</description>
|
||||
<module>marketing-ops</module>
|
||||
</metadata>
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Brand Design System
|
||||
Develop complete brand design system to ensure consistency across all touchpoints.
|
||||
## System Components
|
||||
1. **Visual Identity**: Logo, colors, typography, imagery style
|
||||
2. **Design Principles**: Core design philosophy and rules
|
||||
3. **Component Library**: Buttons, forms, cards, navigation, etc.
|
||||
4. **Patterns**: Common layouts and compositions
|
||||
5. **Guidelines**: Usage rules, do's and don'ts
|
||||
6. **Templates**: Pre-built templates for common assets
|
||||
## Deliverables
|
||||
- Brand guidelines document
|
||||
- Design system documentation
|
||||
- Component library (Figma/Sketch)
|
||||
- Template files
|
||||
- Implementation guidelines
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,176 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/channel-strategy.xml</id>
|
||||
<name>Multi-Channel Marketing Strategy</name>
|
||||
<description>Develop strategic channel mix with budget allocation and platform-specific tactics</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>channels</tag>
|
||||
<tag>strategy</tag>
|
||||
<tag>budget-allocation</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Multi-Channel Marketing Strategy
|
||||
|
||||
## Objective
|
||||
Develop optimal marketing channel mix with strategic budget allocation and platform-specific tactics.
|
||||
|
||||
## Channel Evaluation Process
|
||||
|
||||
### 1. Assess Available Channels
|
||||
|
||||
For each potential channel, evaluate:
|
||||
|
||||
**Channel Fit**
|
||||
- Audience alignment: Is our target audience active here?
|
||||
- Objective alignment: Does it support our goals (awareness, consideration, conversion)?
|
||||
- Budget fit: Can we achieve meaningful scale within budget?
|
||||
|
||||
**Channel Characteristics**
|
||||
|
||||
**Google Search**
|
||||
- Strengths: High intent, conversion-focused, precise targeting
|
||||
- Best for: Bottom-funnel, product search, high-consideration purchases
|
||||
- Typical ROAS: 3-8x
|
||||
- Minimum viable budget: $2-5K/month
|
||||
|
||||
**Facebook/Instagram**
|
||||
- Strengths: Massive reach, detailed targeting, visual storytelling
|
||||
- Best for: Awareness, consideration, retargeting, ecommerce
|
||||
- Typical ROAS: 2-5x
|
||||
- Minimum viable budget: $3-10K/month
|
||||
|
||||
**LinkedIn**
|
||||
- Strengths: B2B targeting, professional context, decision-maker access
|
||||
- Best for: B2B, high-value products, thought leadership
|
||||
- Typical ROAS: 1.5-4x (longer sales cycles)
|
||||
- Minimum viable budget: $5-10K/month
|
||||
|
||||
**TikTok**
|
||||
- Strengths: Younger demographics, viral potential, authentic content
|
||||
- Best for: Brand awareness, Gen Z/Millennial targeting, creative-driven
|
||||
- Typical ROAS: 1.5-4x
|
||||
- Minimum viable budget: $2-5K/month
|
||||
|
||||
**YouTube**
|
||||
- Strengths: Video storytelling, consideration stage, broad reach
|
||||
- Best for: Brand building, product demos, educational content
|
||||
- Typical ROAS: 2-4x
|
||||
- Minimum viable budget: $3-7K/month
|
||||
|
||||
**Display/Programmatic**
|
||||
- Strengths: Scale, retargeting, brand awareness
|
||||
- Best for: Retargeting, awareness campaigns, omnipresence
|
||||
- Typical ROAS: 1-3x
|
||||
- Minimum viable budget: $5-10K/month
|
||||
|
||||
### 2. Analyze Historical Performance
|
||||
|
||||
If historical data exists:
|
||||
- What has each channel delivered historically?
|
||||
- How has performance trended over time?
|
||||
- What is the efficiency curve (diminishing returns point)?
|
||||
- Which channels work synergistically?
|
||||
|
||||
### 3. Benchmark Against Goals
|
||||
|
||||
Compare channel capabilities to objectives:
|
||||
- **Primary Goal**: Which channels best support this?
|
||||
- **ROAS Target**: Which channels can achieve this?
|
||||
- **Volume Requirements**: Which channels have sufficient scale?
|
||||
- **Speed to Results**: Which channels ramp quickly vs. slowly?
|
||||
|
||||
### 4. Develop Channel Mix Strategy
|
||||
|
||||
**Budget Allocation Framework**
|
||||
|
||||
**70-20-10 Rule** (for mature programs):
|
||||
- 70% to proven channels with historical performance
|
||||
- 20% to optimization and scaling of working channels
|
||||
- 10% to testing new channels and experiments
|
||||
|
||||
**Balanced Funnel Approach**:
|
||||
- 40% to top-of-funnel (awareness) channels
|
||||
- 30% to mid-funnel (consideration) channels
|
||||
- 30% to bottom-funnel (conversion) channels
|
||||
|
||||
**ROI-Driven Allocation**:
|
||||
- Weight budget toward highest ROAS channels
|
||||
- Maintain minimum viability budgets on others
|
||||
- Reserve 15-20% for testing and optimization
|
||||
|
||||
**Recommended Approach**:
|
||||
Choose allocation model based on:
|
||||
- Business stage (startup vs. mature)
|
||||
- Goals (growth vs. efficiency)
|
||||
- Channel maturity (new vs. established)
|
||||
|
||||
### 5. Define Platform-Specific Tactics
|
||||
|
||||
For each selected channel:
|
||||
|
||||
**Campaign Structure**
|
||||
- How will campaigns be organized?
|
||||
- What targeting layers will be used?
|
||||
- How will budget be distributed?
|
||||
|
||||
**Creative Approach**
|
||||
- What ad formats will be used?
|
||||
- What creative themes resonate?
|
||||
- How will creative be tested and refreshed?
|
||||
|
||||
**Bidding Strategy**
|
||||
- Manual vs. automated bidding
|
||||
- Target ROAS vs. target CPA
|
||||
- Budget pacing strategy
|
||||
|
||||
**Optimization Approach**
|
||||
- What metrics will trigger optimization?
|
||||
- How frequently will campaigns be reviewed?
|
||||
- What are the optimization levers?
|
||||
|
||||
### 6. Plan Channel Synergies
|
||||
|
||||
Identify how channels work together:
|
||||
- **Sequential**: Use awareness channels to feed retargeting
|
||||
- **Complementary**: Combine search (intent) with social (discovery)
|
||||
- **Reinforcing**: Multi-touch attribution across channels
|
||||
|
||||
**Example Multi-Channel Journey**:
|
||||
1. User discovers brand via Facebook ad (awareness)
|
||||
2. Visits site, doesn't convert (consideration)
|
||||
3. Retargeted on Display/YouTube (nurture)
|
||||
4. Searches brand term on Google (intent)
|
||||
5. Converts via Google Search ad (conversion)
|
||||
|
||||
### 7. Set Success Metrics by Channel
|
||||
|
||||
For each channel, define:
|
||||
- **Primary KPI**: Main success metric (ROAS, CAC, conversions)
|
||||
- **Secondary KPIs**: Supporting metrics (CTR, CPC, engagement)
|
||||
- **Target Values**: What success looks like
|
||||
- **Minimum Acceptable**: When to pause/pivot
|
||||
- **Optimization Triggers**: When to adjust budget
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **Channel Recommendations** - Which channels to use and why
|
||||
2. **Budget Allocation** - How to distribute budget with rationale
|
||||
3. **Platform Tactics** - Specific strategies per channel
|
||||
4. **Success Metrics** - KPIs and targets per channel
|
||||
5. **Synergy Plan** - How channels work together
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- Channel mix aligns with business objectives
|
||||
- Budget allocation is data-informed and defensible
|
||||
- Each channel has clear tactics and success criteria
|
||||
- Channels complement rather than cannibalize each other
|
||||
- Plan includes testing budget for learning
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,29 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/cohort-analysis.xml</id>
|
||||
<name>Cohort Analysis & Retention</name>
|
||||
<description>Analyze customer cohorts to understand retention and lifetime value</description>
|
||||
<module>marketing-ops</module>
|
||||
</metadata>
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Cohort Analysis & Retention
|
||||
Track customer cohorts to understand retention patterns and predict LTV.
|
||||
## Cohort Types
|
||||
- Acquisition cohorts (grouped by signup month)
|
||||
- Behavior cohorts (grouped by first action)
|
||||
- Channel cohorts (grouped by acquisition source)
|
||||
## Analysis
|
||||
1. Define cohort groups
|
||||
2. Track retention by cohort over time
|
||||
3. Calculate LTV by cohort
|
||||
4. Compare cohort quality over time
|
||||
5. Identify retention improvement opportunities
|
||||
## Key Metrics
|
||||
- Month 1, 3, 6, 12 retention rates
|
||||
- Cohort LTV curves
|
||||
- Time to payback by cohort
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,108 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/competitive-research.xml</id>
|
||||
<name>Competitive Research & Analysis</name>
|
||||
<description>Analyze competitors and market positioning to identify opportunities and threats</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>brand</tag>
|
||||
<tag>research</tag>
|
||||
<tag>competitive-analysis</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Competitive Research & Analysis Task
|
||||
|
||||
## Objective
|
||||
Conduct comprehensive competitive analysis to identify market positioning opportunities, competitive advantages, and strategic gaps.
|
||||
|
||||
## Research Process
|
||||
|
||||
### 1. Identify Competitors
|
||||
- List 3-5 direct competitors (same product, same audience)
|
||||
- List 2-3 indirect competitors (solving same problem differently)
|
||||
- List 1-2 aspirational competitors (where brand wants to be)
|
||||
|
||||
### 2. Analyze Each Competitor
|
||||
|
||||
For each competitor, analyze:
|
||||
|
||||
**Brand Positioning**
|
||||
- Mission and value proposition
|
||||
- Target audience and positioning statement
|
||||
- Key differentiators and unique selling points
|
||||
- Brand personality and voice
|
||||
|
||||
**Product/Service Offering**
|
||||
- Product features and benefits
|
||||
- Pricing strategy and tiers
|
||||
- Service model and delivery
|
||||
- Innovation and differentiation
|
||||
|
||||
**Marketing Strategy**
|
||||
- Primary marketing channels
|
||||
- Content strategy and themes
|
||||
- Advertising approach and spend (estimated)
|
||||
- Social media presence and engagement
|
||||
|
||||
**Strengths**
|
||||
- What are they doing well?
|
||||
- What gives them competitive advantage?
|
||||
- Why do customers choose them?
|
||||
|
||||
**Weaknesses**
|
||||
- Where are they vulnerable?
|
||||
- What gaps exist in their offering?
|
||||
- What complaints do customers have?
|
||||
|
||||
**Market Position**
|
||||
- Estimated market share
|
||||
- Growth trajectory
|
||||
- Customer base size and quality
|
||||
- Brand recognition and reputation
|
||||
|
||||
### 3. Competitive Positioning Map
|
||||
|
||||
Create a 2x2 positioning map plotting competitors on key dimensions:
|
||||
- Price (low to high) vs. Quality (basic to premium)
|
||||
- Features (simple to complex) vs. Ease of Use (difficult to easy)
|
||||
- Other relevant dimensions for your market
|
||||
|
||||
Identify unoccupied positions that represent opportunity.
|
||||
|
||||
### 4. SWOT Analysis
|
||||
|
||||
Compare your brand to competitors across:
|
||||
- **Strengths**: Advantages over competitors
|
||||
- **Weaknesses**: Areas where competitors are stronger
|
||||
- **Opportunities**: Market gaps and unmet needs
|
||||
- **Threats**: Competitive threats and market risks
|
||||
|
||||
### 5. Key Insights & Recommendations
|
||||
|
||||
Synthesize findings into actionable insights:
|
||||
- Which positioning is ownable and defensible?
|
||||
- What messaging gaps can we exploit?
|
||||
- What product/service improvements are needed?
|
||||
- Which channels should we prioritize?
|
||||
- What are the quick wins vs. long-term plays?
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **Competitor Profiles** - Detailed analysis of each competitor
|
||||
2. **Positioning Map** - Visual representation of competitive landscape
|
||||
3. **SWOT Analysis** - Comparative strengths and weaknesses
|
||||
4. **Strategic Recommendations** - Actionable insights for positioning
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- Identified clear positioning opportunities
|
||||
- Understood competitive threats and mitigation strategies
|
||||
- Uncovered market gaps and unmet customer needs
|
||||
- Developed actionable recommendations for differentiation
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,66 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/content-strategy.xml</id>
|
||||
<name>Content Strategy Development</name>
|
||||
<description>Develop strategic content framework with themes, channels, and distribution plan</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>content</tag>
|
||||
<tag>strategy</tag>
|
||||
<tag>planning</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Content Strategy Development
|
||||
|
||||
## Objective
|
||||
Create strategic content framework aligned with business goals and audience needs.
|
||||
|
||||
## Strategy Components
|
||||
|
||||
### 1. Content Pillars
|
||||
Define 3-5 core content themes that:
|
||||
- Support brand positioning
|
||||
- Address audience pain points
|
||||
- Drive business objectives
|
||||
- Create thought leadership
|
||||
|
||||
### 2. Content Types & Formats
|
||||
- Blog posts and articles
|
||||
- Videos and webinars
|
||||
- Infographics and visual content
|
||||
- Case studies and whitepapers
|
||||
- Social media content
|
||||
- Email newsletters
|
||||
- Podcasts
|
||||
|
||||
### 3. Channel Strategy
|
||||
- Which content on which channels
|
||||
- Publishing frequency per channel
|
||||
- Cross-promotion approach
|
||||
- Content repurposing strategy
|
||||
|
||||
### 4. Content Calendar
|
||||
- Monthly/quarterly themes
|
||||
- Key dates and campaigns
|
||||
- Production timeline
|
||||
- Distribution schedule
|
||||
|
||||
### 5. Measurement Framework
|
||||
- Content KPIs by type
|
||||
- Engagement metrics
|
||||
- Conversion attribution
|
||||
- ROI tracking
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **Content Pillars** - Core themes with rationale
|
||||
2. **Content Matrix** - Types, formats, channels
|
||||
3. **Editorial Calendar** - 90-day content plan
|
||||
4. **Success Metrics** - KPIs and targets
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,177 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/creative-testing.xml</id>
|
||||
<name>Creative A/B Testing</name>
|
||||
<description>Design and analyze creative A/B tests to improve performance</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>creative</tag>
|
||||
<tag>testing</tag>
|
||||
<tag>ab-test</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Creative A/B Testing
|
||||
|
||||
## Objective
|
||||
Systematically test creative variations to identify high-performing assets and improve ROAS.
|
||||
|
||||
## Test Design Process
|
||||
|
||||
### 1. Identify Test Variables
|
||||
|
||||
**Primary Creative Elements**:
|
||||
- Headlines and copy
|
||||
- Images and visuals
|
||||
- Call-to-action (CTA)
|
||||
- Video hooks (first 3 seconds)
|
||||
- Color schemes
|
||||
- Layout and composition
|
||||
|
||||
**Test One Variable at a Time**
|
||||
For clean results, isolate variables:
|
||||
- Test A: Headline variation only
|
||||
- Test B: Image variation only
|
||||
- Not: Headline + image + CTA all at once
|
||||
|
||||
### 2. Develop Hypotheses
|
||||
|
||||
Structure tests around clear hypotheses:
|
||||
- "Benefit-focused headlines will outperform feature-focused by 20%"
|
||||
- "Video creative will achieve 30% higher CTR than static images"
|
||||
- "Red CTA buttons will drive 15% more conversions than blue"
|
||||
|
||||
### 3. Create Test Variations
|
||||
|
||||
**Variation Guidelines**:
|
||||
- Create 2-4 variations per test
|
||||
- Ensure variations are meaningfully different
|
||||
- Maintain brand guidelines across all
|
||||
- Test bold differences, not minor tweaks
|
||||
|
||||
**Example Test**:
|
||||
- Control: "Save time with automated reporting"
|
||||
- Variant A: "Stop wasting hours on manual reports"
|
||||
- Variant B: "Get reports in 5 minutes, not 5 hours"
|
||||
|
||||
### 4. Determine Sample Size
|
||||
|
||||
Calculate required sample size for statistical significance:
|
||||
- Baseline conversion rate: 2%
|
||||
- Minimum detectable effect: 20% improvement
|
||||
- Confidence level: 95%
|
||||
- Statistical power: 80%
|
||||
|
||||
Use sample size calculator or rule of thumb:
|
||||
- Need ~100 conversions per variation for significance
|
||||
|
||||
### 5. Set Test Duration
|
||||
|
||||
Run test until:
|
||||
- Sufficient sample size achieved
|
||||
- Covers full week (account for day-of-week effects)
|
||||
- At least 7-14 days minimum
|
||||
- Budget consumed proportionally
|
||||
|
||||
### 6. Monitor Test Performance
|
||||
|
||||
**Daily Checks**:
|
||||
- Spend pacing evenly across variations
|
||||
- No technical delivery issues
|
||||
- Performance trends emerging
|
||||
|
||||
**Mid-Test Analysis** (if large sample):
|
||||
- Early signals of winner
|
||||
- Decision to stop underperformers
|
||||
- Reallocate budget to winners
|
||||
|
||||
### 7. Analyze Results
|
||||
|
||||
**Statistical Significance**:
|
||||
- P-value < 0.05 (95% confidence)
|
||||
- Confidence intervals don't overlap
|
||||
- Sufficient sample size achieved
|
||||
|
||||
**Performance Metrics**:
|
||||
- Click-through rate (CTR)
|
||||
- Conversion rate (CVR)
|
||||
- Cost per acquisition (CPA)
|
||||
- Return on ad spend (ROAS)
|
||||
|
||||
**Declare Winner**:
|
||||
- Winner is statistically significant
|
||||
- Winner is practically meaningful (>10% improvement)
|
||||
- Winner is sustainable (not a fluke)
|
||||
|
||||
### 8. Scale Winners & Iterate
|
||||
|
||||
**Implementation**:
|
||||
- Pause losing variations
|
||||
- Allocate full budget to winner
|
||||
- Scale winning creative across campaigns
|
||||
|
||||
**Document Learnings**:
|
||||
- What worked and why
|
||||
- What didn't work
|
||||
- Hypotheses validated/invalidated
|
||||
- New test ideas generated
|
||||
|
||||
**Continuous Testing**:
|
||||
- Test new elements on winning creative
|
||||
- Refresh creative regularly (every 4-6 weeks)
|
||||
- Build creative testing roadmap
|
||||
|
||||
## Testing Best Practices
|
||||
|
||||
- Always have a control (current best performer)
|
||||
- Test regularly, not just at launch
|
||||
- Document all tests and learnings
|
||||
- Share insights across teams
|
||||
- Refresh creatives before fatigue sets in
|
||||
- Consider platform-specific best practices
|
||||
- Account for seasonal effects
|
||||
|
||||
## Common Test Types
|
||||
|
||||
**Headline Tests**:
|
||||
- Benefit vs. feature-focused
|
||||
- Question vs. statement
|
||||
- Short vs. long
|
||||
- Emotional vs. rational
|
||||
|
||||
**Visual Tests**:
|
||||
- Product-focused vs. lifestyle
|
||||
- People vs. no people
|
||||
- Bright vs. muted colors
|
||||
- Simple vs. busy composition
|
||||
|
||||
**CTA Tests**:
|
||||
- "Buy Now" vs. "Shop Now" vs. "Get Started"
|
||||
- Button color and size
|
||||
- Placement and prominence
|
||||
|
||||
**Video Tests**:
|
||||
- First 3 seconds hook
|
||||
- Length (6s vs. 15s vs. 30s)
|
||||
- Sound on vs. sound off optimization
|
||||
- Product demo vs. testimonial
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **Test Plan** - Hypothesis, variations, success metrics
|
||||
2. **Creative Assets** - All test variations
|
||||
3. **Results Analysis** - Statistical significance, performance data
|
||||
4. **Recommendations** - Winning creative and next tests
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- Test reaches statistical significance
|
||||
- Winner identified with >10% improvement
|
||||
- Learnings documented for future tests
|
||||
- Winning creative scaled across campaigns
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,27 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/customer-segmentation.xml</id>
|
||||
<name>Customer Segmentation Analysis</name>
|
||||
<description>Segment customers by behavior, value, and characteristics</description>
|
||||
<module>marketing-ops</module>
|
||||
</metadata>
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Customer Segmentation Analysis
|
||||
Segment customers to personalize marketing and maximize LTV.
|
||||
## Segmentation Approaches
|
||||
- RFM (Recency, Frequency, Monetary)
|
||||
- Behavioral (engagement, usage patterns)
|
||||
- Demographic/firmographic
|
||||
- Psychographic (values, motivations)
|
||||
- Lifecycle stage (new, active, at-risk, churned)
|
||||
## Process
|
||||
1. Define segmentation criteria
|
||||
2. Analyze customer data
|
||||
3. Create segments with distinct profiles
|
||||
4. Size and value each segment
|
||||
5. Develop segment-specific strategies
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,177 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/data-analysis.xml</id>
|
||||
<name>Marketing Data Analysis</name>
|
||||
<description>Deep dive data analysis to answer business questions with statistical rigor</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>analytics</tag>
|
||||
<tag>data-analysis</tag>
|
||||
<tag>insights</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Marketing Data Analysis Task
|
||||
|
||||
## Objective
|
||||
Conduct systematic data analysis to answer specific business questions and generate actionable insights.
|
||||
|
||||
## Analysis Process
|
||||
|
||||
### 1. Define the Question
|
||||
|
||||
**Clarify the Business Question**
|
||||
- What specific question needs answering?
|
||||
- Why does this matter to the business?
|
||||
- What decision will this analysis inform?
|
||||
- What time period is relevant?
|
||||
|
||||
**Examples**:
|
||||
- "Why did conversion rate drop 20% last month?"
|
||||
- "Which marketing channels drive the highest LTV customers?"
|
||||
- "What is the optimal budget allocation across channels?"
|
||||
|
||||
### 2. Identify Required Data
|
||||
|
||||
**Data Sources Needed**
|
||||
- Website analytics (GA4, Adobe Analytics)
|
||||
- Advertising platforms (Google Ads, Facebook, LinkedIn)
|
||||
- CRM and sales data
|
||||
- Email marketing metrics
|
||||
- Attribution data
|
||||
- Customer surveys or feedback
|
||||
|
||||
**Data Quality Check**
|
||||
- Is data complete for the analysis period?
|
||||
- Are there any known data quality issues?
|
||||
- Are metrics defined consistently across sources?
|
||||
- What data gaps exist and how will they be handled?
|
||||
|
||||
### 3. Collect & Prepare Data
|
||||
|
||||
**Data Extraction**
|
||||
- Pull data from all required sources
|
||||
- Export with consistent date ranges and granularity
|
||||
- Include all necessary dimensions (channel, campaign, segment, etc.)
|
||||
|
||||
**Data Cleaning**
|
||||
- Remove duplicates and outliers
|
||||
- Handle missing values
|
||||
- Standardize naming conventions
|
||||
- Validate data accuracy (spot checks)
|
||||
|
||||
**Data Transformation**
|
||||
- Calculate derived metrics (ROAS, LTV, CAC, etc.)
|
||||
- Create segments and cohorts
|
||||
- Aggregate to appropriate level of analysis
|
||||
- Join data from multiple sources
|
||||
|
||||
### 4. Conduct Exploratory Analysis
|
||||
|
||||
**Descriptive Statistics**
|
||||
- Calculate mean, median, mode for key metrics
|
||||
- Identify distribution and variance
|
||||
- Spot trends over time
|
||||
- Find correlations between variables
|
||||
|
||||
**Visualize Patterns**
|
||||
- Time series charts for trends
|
||||
- Bar/column charts for comparisons
|
||||
- Scatter plots for correlations
|
||||
- Heatmaps for multi-dimensional patterns
|
||||
|
||||
**Identify Anomalies**
|
||||
- Unusual spikes or drops
|
||||
- Seasonal patterns
|
||||
- Day-of-week effects
|
||||
- Event-driven changes
|
||||
|
||||
### 5. Perform Statistical Analysis
|
||||
|
||||
**Hypothesis Testing**
|
||||
- State null and alternative hypotheses
|
||||
- Choose appropriate statistical test
|
||||
- Calculate p-values and confidence intervals
|
||||
- Determine statistical significance (p < 0.05)
|
||||
|
||||
**Regression Analysis** (when appropriate)
|
||||
- Identify dependent and independent variables
|
||||
- Test for multicollinearity
|
||||
- Interpret coefficients and R-squared
|
||||
- Validate model assumptions
|
||||
|
||||
**Segmentation Analysis**
|
||||
- Group customers/campaigns by characteristics
|
||||
- Compare performance across segments
|
||||
- Identify high-performing segments
|
||||
- Find commonalities in top performers
|
||||
|
||||
### 6. Synthesize Insights
|
||||
|
||||
**Answer the Original Question**
|
||||
- Provide clear, data-backed answer
|
||||
- Quantify the impact where possible
|
||||
- Explain confidence level in findings
|
||||
|
||||
**Uncover Additional Insights**
|
||||
- What unexpected patterns emerged?
|
||||
- What other questions does this raise?
|
||||
- What hypotheses should be tested next?
|
||||
|
||||
**Provide Context**
|
||||
- How do results compare to benchmarks?
|
||||
- What external factors may have influenced results?
|
||||
- What limitations exist in the analysis?
|
||||
|
||||
### 7. Develop Recommendations
|
||||
|
||||
**Translate Insights to Action**
|
||||
- Specific actions to take based on findings
|
||||
- Prioritize recommendations by impact and effort
|
||||
- Estimate expected outcomes where possible
|
||||
- Define success metrics for recommendations
|
||||
|
||||
**Implementation Guidance**
|
||||
- Who should own each action?
|
||||
- What resources are required?
|
||||
- What timeline is realistic?
|
||||
- How will success be measured?
|
||||
|
||||
## Analysis Framework
|
||||
|
||||
### Root Cause Analysis
|
||||
When investigating performance changes:
|
||||
1. **What changed?** - Quantify the change
|
||||
2. **When did it change?** - Pinpoint timing
|
||||
3. **Where did it change?** - Isolate segment/channel
|
||||
4. **Why did it change?** - Test hypotheses
|
||||
5. **What should we do?** - Recommend actions
|
||||
|
||||
### Performance Driver Analysis
|
||||
When optimizing performance:
|
||||
1. **Top Performers** - What's working well and why?
|
||||
2. **Bottom Performers** - What's underperforming and why?
|
||||
3. **Growth Opportunities** - Where's the biggest upside?
|
||||
4. **Quick Wins** - What can improve immediately?
|
||||
5. **Strategic Bets** - What longer-term changes are needed?
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **Analysis Report** - Findings, insights, and recommendations
|
||||
2. **Data Visualizations** - Charts and graphs supporting insights
|
||||
3. **Statistical Results** - Test results and confidence levels
|
||||
4. **Action Plan** - Prioritized recommendations with expected impact
|
||||
|
||||
## Quality Standards
|
||||
|
||||
- All findings must be data-backed with sources cited
|
||||
- Statistical significance required for key claims
|
||||
- Visualizations must be clear and properly labeled
|
||||
- Recommendations must be specific and actionable
|
||||
- Assumptions and limitations clearly stated
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,182 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/funnel-analysis.xml</id>
|
||||
<name>Conversion Funnel Analysis</name>
|
||||
<description>Analyze conversion funnel to identify drop-off points and optimization opportunities</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>conversion</tag>
|
||||
<tag>funnel</tag>
|
||||
<tag>optimization</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Conversion Funnel Analysis
|
||||
|
||||
## Objective
|
||||
Analyze the customer journey funnel to identify drop-off points, bottlenecks, and opportunities for conversion optimization.
|
||||
|
||||
## Funnel Analysis Process
|
||||
|
||||
### 1. Define Funnel Stages
|
||||
|
||||
Map the customer journey with specific stages:
|
||||
|
||||
**Example E-commerce Funnel**:
|
||||
1. Awareness: Ad impression/click
|
||||
2. Visit: Landing page view
|
||||
3. Engagement: Product page view
|
||||
4. Consideration: Add to cart
|
||||
5. Intent: Begin checkout
|
||||
6. Conversion: Purchase complete
|
||||
7. Retention: Repeat purchase
|
||||
|
||||
**Example B2B SaaS Funnel**:
|
||||
1. Awareness: Content view/ad click
|
||||
2. Interest: Multiple page visits
|
||||
3. Consideration: Free trial signup
|
||||
4. Evaluation: Feature usage
|
||||
5. Decision: Sales conversation
|
||||
6. Conversion: Purchase/subscription
|
||||
7. Expansion: Upsell/upgrade
|
||||
|
||||
Customize funnel stages to your business model.
|
||||
|
||||
### 2. Collect Funnel Data
|
||||
|
||||
For each funnel stage, gather:
|
||||
- **Volume**: Number of users at this stage
|
||||
- **Conversion Rate**: % who move to next stage
|
||||
- **Drop-off Rate**: % who leave at this stage
|
||||
- **Time to Convert**: How long to move to next stage
|
||||
- **Channel Attribution**: Which channels bring users to this stage
|
||||
|
||||
Data sources:
|
||||
- Google Analytics (GA4) funnel reports
|
||||
- CRM conversion data
|
||||
- Product analytics
|
||||
- Marketing platform data
|
||||
|
||||
### 3. Calculate Funnel Metrics
|
||||
|
||||
**Overall Funnel Performance**:
|
||||
- Total funnel conversion rate (end-to-end)
|
||||
- Average time to conversion
|
||||
- Conversion rate by channel/source
|
||||
- Conversion rate by device (mobile vs. desktop)
|
||||
|
||||
**Stage-by-Stage Metrics**:
|
||||
For each stage:
|
||||
- Users at stage / Users at previous stage = Conversion rate
|
||||
- Users who left / Users at stage = Drop-off rate
|
||||
- Expected vs. Actual performance
|
||||
|
||||
### 4. Identify Drop-Off Points
|
||||
|
||||
**Biggest Leaks**:
|
||||
- Which stage has the highest drop-off rate?
|
||||
- Which stage has the most absolute drop-off (volume)?
|
||||
- Where are the biggest gaps vs. benchmarks?
|
||||
|
||||
**Segment Analysis**:
|
||||
Compare funnel performance across:
|
||||
- Traffic source/channel
|
||||
- Device type
|
||||
- Audience segment
|
||||
- Time period
|
||||
- Landing page
|
||||
- Campaign
|
||||
|
||||
### 5. Diagnose Root Causes
|
||||
|
||||
For each major drop-off point, investigate:
|
||||
|
||||
**Possible Causes**:
|
||||
- **UX Issues**: Confusing navigation, technical errors, slow load times
|
||||
- **Messaging Mismatch**: Ad promise doesn't match landing page
|
||||
- **Trust/Credibility**: Lack of social proof, security concerns
|
||||
- **Friction**: Too many steps, required information, payment options
|
||||
- **Value Clarity**: Benefits not clear, price not justified
|
||||
- **Timing**: Not ready to commit, need more information
|
||||
|
||||
**Investigation Methods**:
|
||||
- Session recordings to watch user behavior
|
||||
- Heatmaps to see where users click/scroll
|
||||
- User surveys to ask why they didn't convert
|
||||
- A/B test results showing what worked
|
||||
- Technical monitoring for errors or performance issues
|
||||
|
||||
### 6. Benchmark Performance
|
||||
|
||||
Compare to:
|
||||
- **Industry Benchmarks**: Standard conversion rates for your industry
|
||||
- **Historical Performance**: Your own past performance
|
||||
- **Competitor Analysis**: What conversion rates are achievable
|
||||
- **Best-in-Class**: Top performers in your category
|
||||
|
||||
Typical Benchmarks:
|
||||
- E-commerce checkout completion: 50-70%
|
||||
- Email signup from landing page: 5-15%
|
||||
- Free trial to paid conversion: 15-30%
|
||||
- Add-to-cart to purchase: 60-80%
|
||||
|
||||
### 7. Prioritize Optimization Opportunities
|
||||
|
||||
Use impact framework:
|
||||
- **High Impact, Low Effort**: Quick wins, implement immediately
|
||||
- **High Impact, High Effort**: Strategic projects, plan carefully
|
||||
- **Low Impact, Low Effort**: Nice-to-haves, fill time if available
|
||||
- **Low Impact, High Effort**: Avoid, not worth resources
|
||||
|
||||
Calculate potential impact:
|
||||
- Current conversion rate: 2%
|
||||
- Target conversion rate: 3% (+50% improvement)
|
||||
- Weekly traffic: 10,000 users
|
||||
- Impact: 100 additional conversions/week
|
||||
- Value at $50 AOV: $5,000/week = $260K/year
|
||||
|
||||
### 8. Develop Optimization Recommendations
|
||||
|
||||
For each drop-off point, recommend:
|
||||
|
||||
**Quick Wins** (implement this week):
|
||||
- Remove unnecessary form fields
|
||||
- Add trust badges and security seals
|
||||
- Improve error messaging
|
||||
- Simplify navigation
|
||||
- Add progress indicators
|
||||
|
||||
**Tests to Run** (A/B test next 2-4 weeks):
|
||||
- Headline and copy variations
|
||||
- CTA button color, size, text
|
||||
- Social proof placement
|
||||
- Pricing presentation
|
||||
- Checkout flow variations
|
||||
|
||||
**Strategic Improvements** (longer-term projects):
|
||||
- Redesign landing page/checkout
|
||||
- Implement live chat
|
||||
- Build email nurture sequence
|
||||
- Develop retargeting campaigns
|
||||
- Create educational content
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **Funnel Visualization** - Clear diagram showing stages, volumes, conversion rates
|
||||
2. **Drop-off Analysis** - Identification of biggest leaks with root causes
|
||||
3. **Benchmark Comparison** - Performance vs. industry standards and goals
|
||||
4. **Optimization Roadmap** - Prioritized list of improvements with expected impact
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- All major funnel stages are measured and analyzed
|
||||
- Root causes identified for top 3 drop-off points
|
||||
- Recommendations are prioritized by impact and effort
|
||||
- Expected impact is quantified for key optimizations
|
||||
- Quick wins are identified for immediate implementation
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,28 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/mobile-optimization.xml</id>
|
||||
<name>Mobile Design Optimization</name>
|
||||
<description>Optimize designs for mobile devices and small screens</description>
|
||||
<module>marketing-ops</module>
|
||||
</metadata>
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Mobile Design Optimization
|
||||
Ensure optimal mobile experience with responsive design and mobile-first approach.
|
||||
## Optimization Areas
|
||||
1. **Responsive Design**: Breakpoints for all device sizes
|
||||
2. **Touch Targets**: Minimum 44x44px tap targets
|
||||
3. **Load Performance**: Optimize images, minimize requests
|
||||
4. **Navigation**: Mobile-friendly menus and navigation
|
||||
5. **Forms**: Simplified, mobile-optimized input
|
||||
6. **Content**: Scannable, concise mobile content
|
||||
## Testing
|
||||
- Test on real devices (iOS and Android)
|
||||
- Check all breakpoints
|
||||
- Validate touch interactions
|
||||
- Test page load speed (target <3 seconds)
|
||||
- Verify accessibility on mobile
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,28 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/predictive-analysis.xml</id>
|
||||
<name>Predictive Analytics & Forecasting</name>
|
||||
<description>Build predictive models for forecasting and optimization</description>
|
||||
<module>marketing-ops</module>
|
||||
</metadata>
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Predictive Analytics & Forecasting
|
||||
Use historical data to predict future performance and optimize strategies.
|
||||
## Forecasting Applications
|
||||
- Revenue and conversion forecasting
|
||||
- Customer churn prediction
|
||||
- LTV prediction by segment
|
||||
- Channel performance projection
|
||||
- Budget allocation optimization
|
||||
## Methodology
|
||||
1. Gather historical data (min 6-12 months)
|
||||
2. Identify trends, seasonality, and patterns
|
||||
3. Build predictive model (regression, time series, ML)
|
||||
4. Validate model accuracy
|
||||
5. Generate forecasts with confidence intervals
|
||||
6. Create scenario planning (optimistic, expected, conservative)
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,205 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/roi-analysis.xml</id>
|
||||
<name>Marketing ROI & ROAS Analysis</name>
|
||||
<description>Calculate and analyze marketing ROI, ROAS, and customer economics</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>roi</tag>
|
||||
<tag>roas</tag>
|
||||
<tag>economics</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Marketing ROI & ROAS Analysis
|
||||
|
||||
## Objective
|
||||
Calculate marketing return on investment (ROI) and return on ad spend (ROAS) to understand profitability and optimize budget allocation.
|
||||
|
||||
## Key Metrics Definitions
|
||||
|
||||
**ROAS (Return on Ad Spend)**
|
||||
```
|
||||
ROAS = Revenue / Ad Spend
|
||||
```
|
||||
Example: $10,000 revenue / $2,000 ad spend = 5x ROAS
|
||||
|
||||
**ROI (Return on Investment)**
|
||||
```
|
||||
ROI % = (Revenue - Total Costs) / Total Costs × 100
|
||||
```
|
||||
Example: ($10,000 - $3,000) / $3,000 = 233% ROI
|
||||
|
||||
**Customer Acquisition Cost (CAC)**
|
||||
```
|
||||
CAC = Total Marketing Spend / New Customers Acquired
|
||||
```
|
||||
Example: $10,000 / 100 customers = $100 CAC
|
||||
|
||||
**Lifetime Value (LTV)**
|
||||
```
|
||||
LTV = Average Order Value × Purchase Frequency × Customer Lifespan
|
||||
```
|
||||
Example: $50 × 4 purchases/year × 3 years = $600 LTV
|
||||
|
||||
**LTV:CAC Ratio**
|
||||
```
|
||||
LTV:CAC = Lifetime Value / Customer Acquisition Cost
|
||||
```
|
||||
Target: Minimum 3:1 (ideally 5:1)
|
||||
|
||||
## Analysis Process
|
||||
|
||||
### 1. Calculate Overall Performance
|
||||
|
||||
**Total Marketing Investment**
|
||||
Include all costs:
|
||||
- Media spend (ads, sponsorships)
|
||||
- Creative production
|
||||
- Agency/freelance fees
|
||||
- Marketing tools and software
|
||||
- Team salaries (allocated %)
|
||||
|
||||
**Total Revenue Generated**
|
||||
- Direct attributed revenue (first-click, last-click)
|
||||
- Multi-touch attributed revenue
|
||||
- Include or exclude organic depending on analysis goal
|
||||
|
||||
**Calculate Blended Metrics**
|
||||
- Overall ROAS = Total Revenue / Total Media Spend
|
||||
- Overall ROI = (Revenue - Total Costs) / Total Costs
|
||||
- Overall CAC = Total Spend / Total New Customers
|
||||
|
||||
### 2. Calculate by Channel
|
||||
|
||||
For each marketing channel:
|
||||
|
||||
| Channel | Spend | Revenue | ROAS | Conversions | CAC |
|
||||
|---------|-------|---------|------|-------------|-----|
|
||||
| Google Search | $10K | $40K | 4.0x | 200 | $50 |
|
||||
| Facebook | $15K | $45K | 3.0x | 300 | $50 |
|
||||
| LinkedIn | $8K | $16K | 2.0x | 40 | $200 |
|
||||
| Email | $2K | $20K | 10.0x | 100 | $20 |
|
||||
| Organic | $0 | $30K | ∞ | 150 | $0 |
|
||||
|
||||
Insights:
|
||||
- Which channels are most efficient (highest ROAS)?
|
||||
- Which drive highest volume?
|
||||
- Where should we allocate more/less budget?
|
||||
|
||||
### 3. Calculate by Campaign
|
||||
|
||||
For each major campaign:
|
||||
- Campaign ROAS and ROI
|
||||
- Performance vs. targets
|
||||
- Trend over campaign duration
|
||||
- Efficiency improvements over time
|
||||
|
||||
### 4. Analyze Customer Economics
|
||||
|
||||
**Calculate LTV**
|
||||
Method 1: Historical average
|
||||
- Average order value: $X
|
||||
- Average purchases per customer: Y
|
||||
- Average customer lifespan: Z years
|
||||
- LTV = X × Y × Z
|
||||
|
||||
Method 2: Cohort analysis
|
||||
- Track cohorts by acquisition month
|
||||
- Calculate actual revenue per cohort over time
|
||||
- Project future revenue based on retention curves
|
||||
|
||||
**LTV:CAC Ratio by Channel**
|
||||
| Channel | CAC | LTV | LTV:CAC | Payback Period |
|
||||
|---------|-----|-----|---------|----------------|
|
||||
| Google | $50 | $300 | 6.0x | 2 months |
|
||||
| Facebook | $75 | $200 | 2.7x | 4 months |
|
||||
| LinkedIn | $200 | $800 | 4.0x | 3 months |
|
||||
|
||||
Interpretation:
|
||||
- **LTV:CAC < 1**: Losing money on each customer
|
||||
- **LTV:CAC 1-3**: Marginal, may not cover overhead
|
||||
- **LTV:CAC 3-5**: Healthy, sustainable
|
||||
- **LTV:CAC > 5**: Excellent, room to invest more
|
||||
|
||||
**Payback Period**
|
||||
```
|
||||
Payback Period = CAC / (Monthly Revenue per Customer)
|
||||
```
|
||||
Target: < 12 months (ideally < 6 months)
|
||||
|
||||
### 5. Attribution Analysis
|
||||
|
||||
**Compare Attribution Models**
|
||||
- **Last Click**: Full credit to final touchpoint
|
||||
- **First Click**: Full credit to initial touchpoint
|
||||
- **Linear**: Equal credit across all touchpoints
|
||||
- **Time Decay**: More credit to recent touchpoints
|
||||
- **Position-Based**: Credit to first and last (40/40/20)
|
||||
- **Data-Driven**: Algorithmic based on conversion paths
|
||||
|
||||
Analyze:
|
||||
- How does ROAS change across models?
|
||||
- Which channels benefit from multi-touch attribution?
|
||||
- What does customer journey reveal about channel roles?
|
||||
|
||||
### 6. Incremental Lift Analysis
|
||||
|
||||
**Test Incrementality**
|
||||
Not all attributed revenue is incremental:
|
||||
- Would they have converted anyway?
|
||||
- Are we cannibalizing organic traffic?
|
||||
- What is true incremental lift from marketing?
|
||||
|
||||
**Methods**:
|
||||
- Geographic holdout tests
|
||||
- Conversion lift studies (platform-provided)
|
||||
- Media mix modeling
|
||||
- Before/after analysis
|
||||
|
||||
### 7. Optimize Budget Allocation
|
||||
|
||||
**Marginal ROAS Analysis**
|
||||
- What is ROAS at current spend level?
|
||||
- What happens if we increase budget 20%?
|
||||
- What happens if we decrease budget 20%?
|
||||
- Where is the efficiency curve flattening?
|
||||
|
||||
**Reallocation Scenarios**
|
||||
Model what-if scenarios:
|
||||
- Scenario 1: Shift $5K from LinkedIn to Google
|
||||
- Scenario 2: Increase top-performing campaigns by 30%
|
||||
- Scenario 3: Cut bottom 20% of spend, reallocate to top 20%
|
||||
|
||||
Calculate expected impact on:
|
||||
- Total revenue
|
||||
- Total ROAS
|
||||
- Total conversions
|
||||
|
||||
**Optimal Allocation Formula**
|
||||
Allocate budget where:
|
||||
```
|
||||
Marginal ROAS Channel A = Marginal ROAS Channel B = ... = Target ROAS
|
||||
```
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **ROI Dashboard** - Summary metrics and trends
|
||||
2. **Channel Performance** - ROAS, ROI, CAC by channel
|
||||
3. **Customer Economics** - LTV, CAC, payback period analysis
|
||||
4. **Attribution Comparison** - Multi-model attribution results
|
||||
5. **Optimization Recommendations** - Budget reallocation scenarios
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- All revenue properly attributed to marketing sources
|
||||
- Customer economics (LTV, CAC, payback) clearly understood
|
||||
- Channel efficiency benchmarked and compared
|
||||
- Budget optimization opportunities identified and quantified
|
||||
- Recommendations are data-backed with projected impact
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,28 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/social-media-design.xml</id>
|
||||
<name>Social Media Creative Design</name>
|
||||
<description>Design social media campaign assets across platforms</description>
|
||||
<module>marketing-ops</module>
|
||||
</metadata>
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Social Media Creative Design
|
||||
Create platform-optimized social media creative assets.
|
||||
## Platform Specifications
|
||||
**Instagram**: Feed (1:1), Stories (9:16), Reels (9:16), Carousel
|
||||
**Facebook**: Feed (1:1), Stories (9:16), Video (16:9, 1:1, 9:16)
|
||||
**LinkedIn**: Feed (1:1), Document posts, Carousel
|
||||
**Twitter/X**: Feed (16:9, 1:1), Headers
|
||||
**TikTok**: Vertical video (9:16)
|
||||
## Design Principles
|
||||
- Mobile-first design (80% of social is mobile)
|
||||
- Eye-catching visuals (stop the scroll)
|
||||
- Clear messaging (readable without sound)
|
||||
- Brand consistency with platform adaptation
|
||||
- Strong CTA
|
||||
- Test multiple variations
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,69 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<task>
|
||||
<metadata>
|
||||
<id>{bmad_folder}/marketing-ops/tasks/voice-tone-guide.xml</id>
|
||||
<name>Brand Voice & Tone Guide</name>
|
||||
<description>Define brand voice characteristics and tone variations for different contexts</description>
|
||||
<module>marketing-ops</module>
|
||||
<tags>
|
||||
<tag>brand</tag>
|
||||
<tag>voice</tag>
|
||||
<tag>tone</tag>
|
||||
<tag>messaging</tag>
|
||||
</tags>
|
||||
</metadata>
|
||||
|
||||
<instructions>
|
||||
<![CDATA[
|
||||
# Brand Voice & Tone Guide
|
||||
|
||||
## Objective
|
||||
Create clear guidelines for brand voice and tone to ensure consistent communication.
|
||||
|
||||
## Voice vs. Tone
|
||||
|
||||
**Voice** = Your brand's personality (constant)
|
||||
**Tone** = Emotional inflection based on context (variable)
|
||||
|
||||
## Voice Definition
|
||||
|
||||
Define 3-5 voice characteristics:
|
||||
|
||||
Example: "Professional, Approachable, Expert"
|
||||
- **Professional**: We're knowledgeable and trustworthy
|
||||
- **Approachable**: We're friendly and easy to work with
|
||||
- **Expert**: We provide authoritative guidance
|
||||
|
||||
For each characteristic:
|
||||
- Definition and description
|
||||
- How it sounds in practice
|
||||
- What it is and what it isn't
|
||||
- Example phrases
|
||||
|
||||
## Tone Variations
|
||||
|
||||
Define tone for different contexts:
|
||||
- Marketing campaigns (inspirational, enthusiastic)
|
||||
- Product descriptions (informative, benefit-focused)
|
||||
- Customer support (empathetic, solution-oriented)
|
||||
- Error messages (apologetic, helpful)
|
||||
- Social media (casual, engaging)
|
||||
- Thought leadership (authoritative, insightful)
|
||||
|
||||
## Do's and Don'ts
|
||||
|
||||
| Do | Don't |
|
||||
|----|-------|
|
||||
| Use active voice | Use passive voice |
|
||||
| Be specific | Be vague |
|
||||
| Show personality | Sound corporate |
|
||||
|
||||
## Deliverables
|
||||
|
||||
1. **Voice Definition** - Core characteristics
|
||||
2. **Tone Matrix** - Variations by context
|
||||
3. **Examples** - Good and bad samples
|
||||
4. **Guidelines** - Practical writing rules
|
||||
]]>
|
||||
</instructions>
|
||||
</task>
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
# Analytics Report Template
|
||||
|
||||
This template is referenced by the analytics-report workflow.
|
||||
The detailed template structure is in workflows/analytics-report/template.md
|
||||
|
||||
Use this for quick analytics reporting.
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
# Brand Strategy Template
|
||||
|
||||
This template is referenced by the brand-strategy workflow.
|
||||
The detailed template structure is in workflows/brand-strategy/template.md
|
||||
|
||||
Use this for quick brand strategy documentation.
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
# Campaign Plan Template
|
||||
|
||||
This template is referenced by the campaign-plan workflow.
|
||||
The detailed template structure is in workflows/campaign-plan/template.md
|
||||
|
||||
Use this for quick campaign planning.
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
# Design Brief Template
|
||||
|
||||
This template is referenced by the design-brief workflow.
|
||||
The detailed template structure is in workflows/design-brief/template.md
|
||||
|
||||
Use this for quick design brief creation.
|
||||
|
|
@ -0,0 +1,203 @@
|
|||
# Analytics Report Development Workflow
|
||||
|
||||
You are Elena, a Marketing Data Analyst creating a comprehensive analytics report with actionable insights.
|
||||
|
||||
## Workflow Overview
|
||||
|
||||
This workflow guides the creation of a data-driven marketing analytics report including performance metrics, trend analysis, audience insights, and strategic recommendations.
|
||||
|
||||
## Steps
|
||||
|
||||
### 1. Define Report Scope & Requirements
|
||||
|
||||
**Objective**: Understand report purpose, time period, and key questions to answer
|
||||
|
||||
**Actions**:
|
||||
- Identify report purpose (monthly review, campaign analysis, board presentation)
|
||||
- Define time period and comparison periods
|
||||
- List key business questions to answer
|
||||
- Determine target audience for the report
|
||||
- Clarify available data sources and access
|
||||
|
||||
**Elicitation Questions**:
|
||||
- "What is the purpose of this report? (e.g., monthly performance review, campaign post-mortem, strategic planning)"
|
||||
- "What time period should the report cover? What comparison periods? (e.g., month-over-month, year-over-year)"
|
||||
- "What are the top 3-5 business questions this report needs to answer?"
|
||||
- "Who is the primary audience? (e.g., executive team, marketing team, board of directors)"
|
||||
- "What data sources are available? (e.g., Google Analytics, CRM, ad platforms, email marketing)"
|
||||
- "Are there specific metrics or KPIs that must be included?"
|
||||
|
||||
### 2. Gather & Validate Data
|
||||
|
||||
**Objective**: Collect all necessary data and ensure quality and completeness
|
||||
|
||||
**Actions**:
|
||||
- Extract data from all specified sources
|
||||
- Validate data completeness and accuracy
|
||||
- Identify and document any data gaps or anomalies
|
||||
- Standardize metrics and calculations across platforms
|
||||
- Prepare data for analysis (cleaning, formatting, enrichment)
|
||||
|
||||
**Data Sources Checklist**:
|
||||
- [ ] Website analytics (GA4, Adobe Analytics)
|
||||
- [ ] Advertising platforms (Google Ads, Facebook, LinkedIn, etc.)
|
||||
- [ ] CRM and sales data
|
||||
- [ ] Email marketing metrics
|
||||
- [ ] Social media analytics
|
||||
- [ ] Attribution data
|
||||
- [ ] Competitive intelligence
|
||||
|
||||
**Use Task**: data-analysis.xml
|
||||
|
||||
### 3. Conduct Performance Analysis
|
||||
|
||||
**Objective**: Analyze key metrics, trends, and performance drivers
|
||||
|
||||
**Actions**:
|
||||
- Calculate primary KPIs and compare to targets
|
||||
- Identify trends over time (growth, seasonality, anomalies)
|
||||
- Analyze performance by channel, campaign, audience segment
|
||||
- Compare performance to historical baselines and benchmarks
|
||||
- Identify top performers and underperformers
|
||||
|
||||
**Analysis Areas**:
|
||||
- **Traffic & Engagement**: Sessions, users, engagement rate, bounce rate
|
||||
- **Conversion Funnel**: Conversion rate by stage, drop-off points
|
||||
- **Acquisition**: Channel performance, CAC, traffic sources
|
||||
- **Revenue & ROI**: Revenue, ROAS, LTV, contribution margin
|
||||
- **Audience**: Demographics, behavior, retention, cohort performance
|
||||
|
||||
**Use Task**: funnel-analysis.xml, roi-analysis.xml
|
||||
|
||||
### 4. Perform Cohort & Segmentation Analysis
|
||||
|
||||
**Objective**: Understand audience behavior and identify high-value segments
|
||||
|
||||
**Actions**:
|
||||
- Analyze cohort retention and engagement patterns
|
||||
- Segment customers by behavior, value, channel
|
||||
- Identify characteristics of high-performing segments
|
||||
- Calculate LTV and retention rates by cohort
|
||||
- Spot trends in customer acquisition quality over time
|
||||
|
||||
**Key Questions**:
|
||||
- Which cohorts have the highest retention and LTV?
|
||||
- Are newer cohorts performing better or worse than older ones?
|
||||
- Which acquisition channels bring the highest quality customers?
|
||||
- What segments have the best engagement and conversion rates?
|
||||
|
||||
### 5. Identify Key Insights & Patterns
|
||||
|
||||
**Objective**: Surface actionable insights from the data
|
||||
|
||||
**Actions**:
|
||||
- Identify performance drivers (what's working well and why)
|
||||
- Pinpoint problem areas (what's underperforming and why)
|
||||
- Spot trends and patterns in customer behavior
|
||||
- Find correlation between different metrics
|
||||
- Benchmark against industry standards where available
|
||||
|
||||
**Insight Framework**:
|
||||
- **What Happened**: Describe the trend or observation
|
||||
- **Why It Matters**: Explain business impact
|
||||
- **What's Driving It**: Root cause analysis
|
||||
- **What To Do About It**: Actionable recommendation
|
||||
|
||||
**Example Insight**:
|
||||
> **What Happened**: Mobile conversion rate decreased 15% month-over-month
|
||||
> **Why It Matters**: Mobile represents 60% of traffic, impacting overall revenue
|
||||
> **What's Driving It**: New checkout flow introduced 3 weeks ago has 40% drop-off on mobile
|
||||
> **What To Do About It**: Audit mobile checkout UX, A/B test simplified flow, prioritize mobile optimization
|
||||
|
||||
### 6. Develop Recommendations
|
||||
|
||||
**Objective**: Create specific, prioritized, actionable recommendations
|
||||
|
||||
**Actions**:
|
||||
- Translate insights into concrete actions
|
||||
- Prioritize recommendations by impact and effort
|
||||
- Estimate expected outcomes and ROI where possible
|
||||
- Assign ownership and define success metrics
|
||||
- Create implementation timeline
|
||||
|
||||
**Recommendation Structure**:
|
||||
- **Recommendation**: Clear action to take
|
||||
- **Rationale**: Data-backed reasoning
|
||||
- **Expected Impact**: Projected improvement
|
||||
- **Implementation**: Who, what, when, how
|
||||
- **Success Metrics**: How to measure effectiveness
|
||||
- **Priority**: High/Medium/Low
|
||||
|
||||
### 7. Create Visualizations
|
||||
|
||||
**Objective**: Design clear, compelling visualizations to support insights
|
||||
|
||||
**Actions**:
|
||||
- Select appropriate chart types for each insight
|
||||
- Create performance dashboards and scorecards
|
||||
- Design trend charts showing performance over time
|
||||
- Build comparison charts (channel, segment, period)
|
||||
- Ensure visualizations are clear and accessible
|
||||
|
||||
**Visualization Best Practices**:
|
||||
- Start with high-level summary metrics
|
||||
- Show trends over time for context
|
||||
- Compare to benchmarks and targets
|
||||
- Highlight outliers and anomalies
|
||||
- Use consistent color coding and formatting
|
||||
- Include source attribution and time periods
|
||||
|
||||
### 8. Generate Final Report
|
||||
|
||||
**Objective**: Create comprehensive, well-structured analytics report
|
||||
|
||||
**Actions**:
|
||||
- Use analytics-report-tmpl.md template
|
||||
- Write executive summary highlighting key findings
|
||||
- Include all performance sections with visualizations
|
||||
- Add detailed appendices for supporting data
|
||||
- Ensure report flows logically and tells a story
|
||||
- Proofread and validate all numbers
|
||||
- Save to configured output location
|
||||
|
||||
**Report Structure**:
|
||||
1. Executive Summary (1-2 pages)
|
||||
2. Key Metrics Dashboard
|
||||
3. Performance Analysis (by channel, campaign, audience)
|
||||
4. Funnel & Conversion Analysis
|
||||
5. Audience & Segmentation Insights
|
||||
6. Competitive Context (if available)
|
||||
7. Key Insights & Findings
|
||||
8. Recommendations & Action Plan
|
||||
9. Appendices (detailed data tables, methodology)
|
||||
|
||||
## Output
|
||||
|
||||
The workflow produces a comprehensive analytics report including:
|
||||
|
||||
1. **Executive Summary** - Key findings, insights, and recommendations
|
||||
2. **Performance Dashboard** - Top metrics with trends and targets
|
||||
3. **Detailed Analysis** - Channel, campaign, and audience performance
|
||||
4. **Insights** - Data-driven observations with business context
|
||||
5. **Recommendations** - Prioritized action plan with expected impact
|
||||
6. **Appendices** - Supporting data, methodology, glossary
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- [ ] All key business questions are answered with data
|
||||
- [ ] Metrics are accurate and validated
|
||||
- [ ] Insights are specific, actionable, and data-backed
|
||||
- [ ] Visualizations are clear and support the narrative
|
||||
- [ ] Recommendations are prioritized with expected impact
|
||||
- [ ] Report is tailored to audience needs and expertise
|
||||
- [ ] Document is ready for stakeholder presentation
|
||||
|
||||
## Tips for Success
|
||||
|
||||
- **Tell a Story**: Structure report to build narrative, not just present data
|
||||
- **Focus on Insights**: Explain "why" and "so what", not just "what"
|
||||
- **Be Specific**: Avoid vague statements, use concrete numbers and examples
|
||||
- **Benchmark Everything**: Provide context with historical data and targets
|
||||
- **Prioritize Ruthlessly**: Highlight what matters most, detail in appendices
|
||||
- **Make It Actionable**: Every insight should lead to a clear recommendation
|
||||
- **Visualize Wisely**: Use charts to clarify, not to decorate
|
||||
|
|
@ -0,0 +1,406 @@
|
|||
# Marketing Analytics Report: {{report_period}}
|
||||
|
||||
**Report Date**: {{date}}
|
||||
**Reporting Period**: {{reporting_period}}
|
||||
**Comparison Period**: {{comparison_period}}
|
||||
**Prepared by**: {{author}}
|
||||
|
||||
---
|
||||
|
||||
## Executive Summary
|
||||
|
||||
### Key Highlights
|
||||
|
||||
{{executive_summary_highlights}}
|
||||
|
||||
### Overall Performance
|
||||
|
||||
{{#each overall_metrics}}
|
||||
- **{{metric_name}}**: {{current_value}} ({{change_vs_previous}} vs {{comparison_period}})
|
||||
{{/each}}
|
||||
|
||||
### Top 3 Insights
|
||||
|
||||
1. **{{insight_1_title}}**: {{insight_1_summary}}
|
||||
2. **{{insight_2_title}}**: {{insight_2_summary}}
|
||||
3. **{{insight_3_title}}**: {{insight_3_summary}}
|
||||
|
||||
### Priority Recommendations
|
||||
|
||||
1. **{{recommendation_1}}** - Expected Impact: {{impact_1}}
|
||||
2. **{{recommendation_2}}** - Expected Impact: {{impact_2}}
|
||||
3. **{{recommendation_3}}** - Expected Impact: {{impact_3}}
|
||||
|
||||
---
|
||||
|
||||
## 1. Performance Dashboard
|
||||
|
||||
### 1.1 Key Metrics Scorecard
|
||||
|
||||
| Metric | Current Period | Previous Period | Change | Target | Status |
|
||||
|--------|----------------|-----------------|--------|--------|--------|
|
||||
{{#each key_metrics}}
|
||||
| {{metric}} | {{current}} | {{previous}} | {{change}} | {{target}} | {{status_icon}} |
|
||||
{{/each}}
|
||||
|
||||
**Status Legend**: ✅ On Target | ⚠️ Needs Attention | ❌ Below Target
|
||||
|
||||
### 1.2 Performance Trends
|
||||
|
||||
**{{primary_kpi}} Over Time**
|
||||
```
|
||||
{{primary_kpi_trend_chart}}
|
||||
```
|
||||
|
||||
**Traffic & Engagement Trends**
|
||||
```
|
||||
{{traffic_trends_chart}}
|
||||
```
|
||||
|
||||
**Conversion Funnel Performance**
|
||||
```
|
||||
{{funnel_performance_chart}}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 2. Channel Performance Analysis
|
||||
|
||||
### 2.1 Channel Overview
|
||||
|
||||
| Channel | Traffic | Conversions | Revenue | CAC | ROAS | vs Previous |
|
||||
|---------|---------|-------------|---------|-----|------|-------------|
|
||||
{{#each channels}}
|
||||
| {{channel_name}} | {{traffic}} | {{conversions}} | {{revenue}} | {{cac}} | {{roas}} | {{change}} |
|
||||
{{/each}}
|
||||
| **Total** | **{{total_traffic}}** | **{{total_conversions}}** | **{{total_revenue}}** | **{{avg_cac}}** | **{{blended_roas}}** | |
|
||||
|
||||
### 2.2 Channel Deep Dives
|
||||
|
||||
{{#each channel_deep_dives}}
|
||||
#### {{channel_name}}
|
||||
|
||||
**Performance Summary**
|
||||
{{performance_summary}}
|
||||
|
||||
**Key Metrics**
|
||||
- Traffic: {{traffic}} ({{traffic_change}})
|
||||
- Conversion Rate: {{conversion_rate}} ({{cr_change}})
|
||||
- CAC: {{cac}} ({{cac_change}})
|
||||
- ROAS: {{roas}} ({{roas_change}})
|
||||
- Revenue Contribution: {{revenue_percentage}}
|
||||
|
||||
**Top Performing Campaigns**
|
||||
| Campaign | Impressions | Clicks | Conversions | ROAS |
|
||||
|----------|-------------|--------|-------------|------|
|
||||
{{#each top_campaigns}}
|
||||
| {{campaign}} | {{impressions}} | {{clicks}} | {{conversions}} | {{roas}} |
|
||||
{{/each}}
|
||||
|
||||
**Insights**
|
||||
{{channel_insights}}
|
||||
|
||||
**Recommendations**
|
||||
{{channel_recommendations}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 3. Conversion Funnel Analysis
|
||||
|
||||
### 3.1 Full Funnel Overview
|
||||
|
||||
```
|
||||
{{funnel_visualization}}
|
||||
|
||||
Awareness → Consideration → Conversion → Retention
|
||||
{{awareness_count}} → {{consideration_count}} → {{conversion_count}} → {{retention_count}}
|
||||
```
|
||||
|
||||
### 3.2 Conversion Rates by Stage
|
||||
|
||||
| Funnel Stage | Users | Conversion to Next Stage | Drop-off | Notes |
|
||||
|--------------|-------|-------------------------|----------|-------|
|
||||
{{#each funnel_stages}}
|
||||
| {{stage}} | {{users}} | {{conversion_rate}} | {{dropoff_rate}} | {{notes}} |
|
||||
{{/each}}
|
||||
|
||||
### 3.3 Funnel Insights
|
||||
|
||||
**Biggest Drop-off Points**
|
||||
{{#each dropoff_points}}
|
||||
{{number}}. **{{stage_name}}**: {{dropoff_rate}} drop-off
|
||||
- **Why**: {{hypothesis}}
|
||||
- **Action**: {{recommended_action}}
|
||||
{{/each}}
|
||||
|
||||
**Funnel Improvements vs Previous Period**
|
||||
{{funnel_improvements}}
|
||||
|
||||
---
|
||||
|
||||
## 4. Audience & Segmentation Analysis
|
||||
|
||||
### 4.1 Audience Overview
|
||||
|
||||
**Total Users**: {{total_users}} ({{user_growth}})
|
||||
**New vs Returning**: {{new_percentage}}% new, {{returning_percentage}}% returning
|
||||
|
||||
**Demographics**
|
||||
| Dimension | Top Segment | % of Total | Conversion Rate |
|
||||
|-----------|-------------|------------|----------------|
|
||||
| Age | {{top_age_group}} | {{age_percentage}} | {{age_cr}} |
|
||||
| Gender | {{top_gender}} | {{gender_percentage}} | {{gender_cr}} |
|
||||
| Location | {{top_location}} | {{location_percentage}} | {{location_cr}} |
|
||||
| Device | {{top_device}} | {{device_percentage}} | {{device_cr}} |
|
||||
|
||||
### 4.2 High-Value Segments
|
||||
|
||||
{{#each high_value_segments}}
|
||||
#### {{segment_name}}
|
||||
|
||||
**Characteristics**
|
||||
{{segment_characteristics}}
|
||||
|
||||
**Performance**
|
||||
- Users: {{users}} ({{percentage_of_total}}% of total)
|
||||
- Conversion Rate: {{conversion_rate}}
|
||||
- Average Order Value: {{aov}}
|
||||
- LTV: {{ltv}}
|
||||
- Revenue Contribution: {{revenue_percentage}}%
|
||||
|
||||
**Acquisition Channels**
|
||||
{{primary_channels}}
|
||||
|
||||
**Engagement Patterns**
|
||||
{{engagement_patterns}}
|
||||
|
||||
**Growth Opportunity**
|
||||
{{growth_opportunity}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
### 4.3 Cohort Analysis
|
||||
|
||||
**Retention by Acquisition Month**
|
||||
| Cohort | Month 0 | Month 1 | Month 2 | Month 3 | Month 6 | Month 12 |
|
||||
|--------|---------|---------|---------|---------|---------|----------|
|
||||
{{#each cohorts}}
|
||||
| {{cohort_month}} | 100% | {{month_1}} | {{month_2}} | {{month_3}} | {{month_6}} | {{month_12}} |
|
||||
{{/each}}
|
||||
|
||||
**Cohort Insights**
|
||||
{{cohort_insights}}
|
||||
|
||||
---
|
||||
|
||||
## 5. Campaign Performance
|
||||
|
||||
### 5.1 Active Campaigns Summary
|
||||
|
||||
{{#each campaigns}}
|
||||
#### {{campaign_name}}
|
||||
|
||||
| Metric | Value | vs Target |
|
||||
|--------|-------|-----------|
|
||||
| Budget | {{budget_spent}} / {{budget_total}} ({{budget_percentage}}%) | {{vs_budget}} |
|
||||
| Impressions | {{impressions}} | {{vs_impression_target}} |
|
||||
| Clicks | {{clicks}} | {{vs_click_target}} |
|
||||
| CTR | {{ctr}} | {{vs_ctr_target}} |
|
||||
| Conversions | {{conversions}} | {{vs_conversion_target}} |
|
||||
| CPA | {{cpa}} | {{vs_cpa_target}} |
|
||||
| ROAS | {{roas}} | {{vs_roas_target}} |
|
||||
|
||||
**Status**: {{campaign_status}}
|
||||
**Key Insights**: {{campaign_insights}}
|
||||
**Optimization Actions**: {{optimization_actions}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
### 5.2 Campaign Comparison
|
||||
|
||||
| Campaign | Budget | ROAS | CPA | Conversions | Status |
|
||||
|----------|--------|------|-----|-------------|--------|
|
||||
{{#each campaign_comparison}}
|
||||
| {{campaign}} | {{budget}} | {{roas}} | {{cpa}} | {{conversions}} | {{status}} |
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 6. Revenue & ROI Analysis
|
||||
|
||||
### 6.1 Revenue Performance
|
||||
|
||||
**Total Revenue**: {{total_revenue}} ({{revenue_growth}} vs {{comparison_period}})
|
||||
|
||||
**Revenue by Source**
|
||||
| Source | Revenue | % of Total | Growth | ROAS |
|
||||
|--------|---------|------------|--------|------|
|
||||
{{#each revenue_sources}}
|
||||
| {{source}} | {{revenue}} | {{percentage}} | {{growth}} | {{roas}} |
|
||||
{{/each}}
|
||||
|
||||
**Revenue Trends**
|
||||
```
|
||||
{{revenue_trend_chart}}
|
||||
```
|
||||
|
||||
### 6.2 ROI Analysis
|
||||
|
||||
**Marketing Investment**: {{total_marketing_spend}}
|
||||
**Total Revenue**: {{total_revenue}}
|
||||
**Blended ROAS**: {{blended_roas}}
|
||||
**Net Profit**: {{net_profit}}
|
||||
**ROI**: {{roi}}%
|
||||
|
||||
**ROI by Channel**
|
||||
| Channel | Spend | Revenue | ROAS | ROI % |
|
||||
|---------|-------|---------|------|-------|
|
||||
{{#each channel_roi}}
|
||||
| {{channel}} | {{spend}} | {{revenue}} | {{roas}} | {{roi}} |
|
||||
{{/each}}
|
||||
|
||||
### 6.3 Customer Economics
|
||||
|
||||
- **Average Order Value (AOV)**: {{aov}} ({{aov_change}})
|
||||
- **Customer Acquisition Cost (CAC)**: {{cac}} ({{cac_change}})
|
||||
- **Lifetime Value (LTV)**: {{ltv}} ({{ltv_change}})
|
||||
- **LTV:CAC Ratio**: {{ltv_cac_ratio}} (Target: 3:1 minimum)
|
||||
- **Payback Period**: {{payback_period}} months
|
||||
|
||||
---
|
||||
|
||||
## 7. Key Insights & Findings
|
||||
|
||||
{{#each insights}}
|
||||
### Insight {{number}}: {{insight_title}}
|
||||
|
||||
**What Happened**
|
||||
{{what_happened}}
|
||||
|
||||
**Why It Matters**
|
||||
{{why_it_matters}}
|
||||
|
||||
**What's Driving It**
|
||||
{{whats_driving_it}}
|
||||
|
||||
**Supporting Data**
|
||||
{{supporting_data}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 8. Recommendations & Action Plan
|
||||
|
||||
{{#each recommendations}}
|
||||
### {{priority}} Priority: {{recommendation_title}}
|
||||
|
||||
**Recommendation**
|
||||
{{recommendation_description}}
|
||||
|
||||
**Rationale**
|
||||
{{rationale}}
|
||||
|
||||
**Expected Impact**
|
||||
{{expected_impact}}
|
||||
|
||||
**Implementation Plan**
|
||||
{{#each implementation_steps}}
|
||||
{{step_number}}. {{step_description}} (Owner: {{owner}}, Timeline: {{timeline}})
|
||||
{{/each}}
|
||||
|
||||
**Success Metrics**
|
||||
{{success_metrics}}
|
||||
|
||||
**Resource Requirements**
|
||||
- Budget: {{budget_required}}
|
||||
- Team: {{team_required}}
|
||||
- Timeline: {{timeline}}
|
||||
|
||||
**Priority Justification**
|
||||
{{priority_justification}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
### Recommendation Summary
|
||||
|
||||
| Priority | Recommendation | Expected Impact | Timeline | Owner |
|
||||
|----------|----------------|-----------------|----------|-------|
|
||||
{{#each recommendation_summary}}
|
||||
| {{priority}} | {{recommendation}} | {{impact}} | {{timeline}} | {{owner}} |
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 9. Competitive Context
|
||||
|
||||
### 9.1 Market Benchmarks
|
||||
|
||||
| Metric | Our Performance | Industry Average | Best in Class | Gap |
|
||||
|--------|-----------------|------------------|---------------|-----|
|
||||
{{#each benchmarks}}
|
||||
| {{metric}} | {{our_performance}} | {{industry_avg}} | {{best_in_class}} | {{gap}} |
|
||||
{{/each}}
|
||||
|
||||
### 9.2 Competitive Intelligence
|
||||
|
||||
{{competitive_intelligence_summary}}
|
||||
|
||||
---
|
||||
|
||||
## 10. Next Steps & Timeline
|
||||
|
||||
### Immediate Actions (This Week)
|
||||
{{#each immediate_actions}}
|
||||
- [ ] {{action}} (Owner: {{owner}})
|
||||
{{/each}}
|
||||
|
||||
### Short-term Actions (This Month)
|
||||
{{#each short_term_actions}}
|
||||
- [ ] {{action}} (Owner: {{owner}})
|
||||
{{/each}}
|
||||
|
||||
### Long-term Initiatives (This Quarter)
|
||||
{{#each long_term_actions}}
|
||||
- [ ] {{action}} (Owner: {{owner}})
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## Appendices
|
||||
|
||||
### A. Methodology & Data Sources
|
||||
|
||||
**Data Sources**
|
||||
{{data_sources}}
|
||||
|
||||
**Calculation Methods**
|
||||
{{calculation_methods}}
|
||||
|
||||
**Data Quality Notes**
|
||||
{{data_quality_notes}}
|
||||
|
||||
### B. Detailed Data Tables
|
||||
|
||||
{{detailed_data_tables}}
|
||||
|
||||
### C. Glossary of Terms
|
||||
|
||||
{{glossary}}
|
||||
|
||||
### D. Additional Charts & Visualizations
|
||||
|
||||
{{additional_visualizations}}
|
||||
|
||||
---
|
||||
|
||||
**Report Status**: {{report_status}}
|
||||
**Next Report Date**: {{next_report_date}}
|
||||
**Questions or Feedback**: {{contact_info}}
|
||||
|
|
@ -0,0 +1,30 @@
|
|||
name: "analytics-report"
|
||||
description: "Generate comprehensive marketing analytics report with insights, trends, and actionable recommendations"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/analytics-report-{{report-period}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: gather-data-requirements
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
instructions: "{project-root}/{bmad_folder}/marketing-ops/workflows/analytics-report/instructions.md"
|
||||
template: "{project-root}/{bmad_folder}/marketing-ops/workflows/analytics-report/template.md"
|
||||
|
||||
- id: data-analysis
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/data-analysis.xml"
|
||||
|
||||
- id: funnel-analysis
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/funnel-analysis.xml"
|
||||
|
||||
- id: roi-analysis
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/roi-analysis.xml"
|
||||
|
||||
- id: generate-report
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
template: "{project-root}/{bmad_folder}/marketing-ops/templates/analytics-report-tmpl.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,20 @@
|
|||
name: "attribution-modeling"
|
||||
description: "Build multi-touch attribution model to understand customer journey and channel contribution"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/attribution-model-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: funnel-analysis
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/funnel-analysis.xml"
|
||||
|
||||
- id: customer-segmentation
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/customer-segmentation.xml"
|
||||
|
||||
- id: attribution-model
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,20 @@
|
|||
name: "brand-analysis"
|
||||
description: "Comprehensive brand analysis including positioning assessment, competitive mapping, and audience perception"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/brand-analysis-{{brand-name}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: competitive-research
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/competitive-research.xml"
|
||||
|
||||
- id: brand-audit
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/brand-audit.xml"
|
||||
|
||||
- id: analyze-and-document
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,24 @@
|
|||
name: "brand-launch"
|
||||
description: "Plan and execute comprehensive brand launch campaign with multi-channel coordination"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/brand-launch-plan-{{brand-name}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: brand-strategy
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/brand-strategy/workflow.yaml"
|
||||
|
||||
- id: campaign-plan
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/campaign-plan/workflow.yaml"
|
||||
|
||||
- id: creative-assets
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/design-brief/workflow.yaml"
|
||||
|
||||
- id: launch-plan
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,143 @@
|
|||
# Brand Strategy Development Workflow
|
||||
|
||||
You are Sofia, an Expert Brand Marketing Strategist helping develop a comprehensive brand strategy.
|
||||
|
||||
## Workflow Overview
|
||||
|
||||
This workflow guides the creation of a complete brand strategy document including positioning, messaging framework, implementation plan, and success metrics.
|
||||
|
||||
## Steps
|
||||
|
||||
### 1. Gather Brand Context
|
||||
|
||||
**Objective**: Understand the brand's current state and business objectives
|
||||
|
||||
**Actions**:
|
||||
- Ask about the brand name, industry, target market size
|
||||
- Understand current mission, vision, and value proposition
|
||||
- Identify business goals and growth objectives
|
||||
- Clarify target audience demographics and psychographics
|
||||
- Review any existing brand guidelines or assets
|
||||
|
||||
**Elicitation Questions**:
|
||||
- "What is your brand name and what industry do you operate in?"
|
||||
- "Describe your current mission and vision. What change do you want to create?"
|
||||
- "Who is your ideal customer? Describe their demographics and psychographics."
|
||||
- "What are your primary business objectives for the next 12-24 months?"
|
||||
- "Do you have existing brand guidelines, messaging, or positioning statements?"
|
||||
|
||||
### 2. Conduct Market & Competitive Analysis
|
||||
|
||||
**Objective**: Understand the competitive landscape and identify positioning opportunities
|
||||
|
||||
**Actions**:
|
||||
- Identify 3-5 direct competitors and analyze their positioning
|
||||
- Map competitive advantages and gaps in the market
|
||||
- Identify unoccupied market positions
|
||||
- Analyze industry trends and market opportunities
|
||||
- Assess barriers to entry and competitive threats
|
||||
|
||||
**Use Task**: competitive-research.xml
|
||||
|
||||
### 3. Define Brand Strategy Framework
|
||||
|
||||
**Objective**: Create the core brand strategy components
|
||||
|
||||
**Actions**:
|
||||
- Develop positioning statement (Target + Need + Category + Differentiation)
|
||||
- Define brand personality traits (3-5 core traits)
|
||||
- Establish brand voice and tone guidelines
|
||||
- Create core messaging framework with primary and supporting messages
|
||||
- Develop proof points for key claims
|
||||
|
||||
**Key Deliverables**:
|
||||
- Positioning Statement
|
||||
- Brand Personality (3-5 traits with descriptions)
|
||||
- Voice & Tone Guidelines
|
||||
- Core Messaging Framework
|
||||
- Value Proposition Canvas
|
||||
|
||||
### 4. Plan Implementation Strategy
|
||||
|
||||
**Objective**: Define how the brand strategy will be executed across touchpoints
|
||||
|
||||
**Actions**:
|
||||
- Identify key brand touchpoints (digital and physical)
|
||||
- Define content pillars (3-5 themes)
|
||||
- Establish visual identity guidelines
|
||||
- Create messaging hierarchy for different channels
|
||||
- Define success metrics (awareness, perception, engagement)
|
||||
|
||||
**Implementation Areas**:
|
||||
- Website and digital properties
|
||||
- Social media presence
|
||||
- Marketing campaigns
|
||||
- Customer communications
|
||||
- Sales materials
|
||||
- Physical spaces (if applicable)
|
||||
|
||||
### 5. Create 90-Day Action Plan
|
||||
|
||||
**Objective**: Provide concrete next steps for implementation
|
||||
|
||||
**Actions**:
|
||||
- Break implementation into 3 phases (Foundation, Implementation, Optimization)
|
||||
- Define weekly actions with owners and deadlines
|
||||
- Identify required resources and budget
|
||||
- Set milestones and success criteria
|
||||
- Create measurement and reporting plan
|
||||
|
||||
**90-Day Structure**:
|
||||
- **Days 1-30 (Foundation)**: Internal alignment, guideline creation, asset audit
|
||||
- **Days 31-60 (Implementation)**: Rollout across channels, training, content creation
|
||||
- **Days 61-90 (Optimization)**: Monitor performance, gather feedback, refine approach
|
||||
|
||||
### 6. Validate and Document
|
||||
|
||||
**Objective**: Ensure strategy is comprehensive and actionable
|
||||
|
||||
**Actions**:
|
||||
- Use brand-audit.xml task to validate completeness
|
||||
- Ensure all sections are filled with specific, actionable content
|
||||
- Verify consistency across positioning, messaging, and voice
|
||||
- Confirm success metrics are measurable and time-bound
|
||||
- Review with stakeholders if needed
|
||||
|
||||
### 7. Generate Final Document
|
||||
|
||||
**Objective**: Create polished brand strategy document
|
||||
|
||||
**Actions**:
|
||||
- Use brand-strategy-tmpl.md template to structure output
|
||||
- Fill all template sections with gathered insights
|
||||
- Include visual examples where helpful
|
||||
- Add appendices for additional context
|
||||
- Save to configured output location
|
||||
|
||||
## Output
|
||||
|
||||
The workflow produces a comprehensive brand strategy document including:
|
||||
|
||||
1. **Brand Overview & Context** - Mission, vision, values, current state
|
||||
2. **Market Analysis** - Competitive landscape, opportunities, threats
|
||||
3. **Brand Strategy** - Positioning, personality, voice, messaging framework
|
||||
4. **Implementation Plan** - Touchpoints, content pillars, channel strategy
|
||||
5. **90-Day Action Plan** - Phased rollout with specific actions and owners
|
||||
6. **Success Metrics** - KPIs and measurement approach
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- [ ] Positioning statement is clear and differentiated
|
||||
- [ ] Brand personality is distinct and consistent
|
||||
- [ ] Messaging framework provides hierarchy and flexibility
|
||||
- [ ] Implementation plan is specific and actionable
|
||||
- [ ] Success metrics are measurable and time-bound
|
||||
- [ ] Document is ready for stakeholder review and approval
|
||||
|
||||
## Tips for Success
|
||||
|
||||
- **Be Specific**: Avoid generic statements like "quality" or "innovation"
|
||||
- **Focus on Differentiation**: What makes this brand uniquely valuable?
|
||||
- **Stay Customer-Centric**: Root all strategy in customer needs and perspectives
|
||||
- **Balance Aspiration with Reality**: Strategy should stretch but be achievable
|
||||
- **Plan for Measurement**: Define how success will be tracked from day one
|
||||
|
|
@ -0,0 +1,288 @@
|
|||
# {{brand_name}} Brand Strategy
|
||||
|
||||
**Version**: 1.0
|
||||
**Date**: {{date}}
|
||||
**Prepared by**: {{author}}
|
||||
|
||||
---
|
||||
|
||||
## Executive Summary
|
||||
|
||||
[2-3 paragraph overview of the brand strategy, key insights, and strategic direction]
|
||||
|
||||
---
|
||||
|
||||
## 1. Brand Overview & Context
|
||||
|
||||
### 1.1 Brand Basics
|
||||
|
||||
- **Brand Name**: {{brand_name}}
|
||||
- **Industry**: {{industry}}
|
||||
- **Market**: {{target_market}}
|
||||
- **Business Type**: {{business_type}}
|
||||
- **Stage**: {{business_stage}}
|
||||
|
||||
### 1.2 Mission, Vision & Values
|
||||
|
||||
**Mission**
|
||||
{{mission_statement}}
|
||||
|
||||
**Vision**
|
||||
{{vision_statement}}
|
||||
|
||||
**Core Values**
|
||||
{{#each core_values}}
|
||||
- **{{name}}**: {{description}}
|
||||
{{/each}}
|
||||
|
||||
### 1.3 Current Positioning
|
||||
|
||||
**Current Value Proposition**
|
||||
{{current_value_proposition}}
|
||||
|
||||
**Current Market Perception**
|
||||
{{current_market_perception}}
|
||||
|
||||
---
|
||||
|
||||
## 2. Market & Competitive Analysis
|
||||
|
||||
### 2.1 Target Market
|
||||
|
||||
**Market Size & Opportunity**
|
||||
{{market_size_and_opportunity}}
|
||||
|
||||
**Target Segments**
|
||||
{{#each target_segments}}
|
||||
- **{{segment_name}}**: {{segment_description}}
|
||||
- Size: {{segment_size}}
|
||||
- Priority: {{priority}}
|
||||
{{/each}}
|
||||
|
||||
### 2.2 Competitive Landscape
|
||||
|
||||
**Direct Competitors**
|
||||
{{#each competitors}}
|
||||
- **{{competitor_name}}**
|
||||
- Positioning: {{positioning}}
|
||||
- Strengths: {{strengths}}
|
||||
- Weaknesses: {{weaknesses}}
|
||||
- Market Share: {{market_share}}
|
||||
{{/each}}
|
||||
|
||||
**Competitive Advantages**
|
||||
{{competitive_advantages}}
|
||||
|
||||
**Market Gaps & Opportunities**
|
||||
{{market_gaps}}
|
||||
|
||||
---
|
||||
|
||||
## 3. Brand Strategy Framework
|
||||
|
||||
### 3.1 Brand Positioning
|
||||
|
||||
**Positioning Statement**
|
||||
|
||||
For {{target_customer}} who {{customer_need}}, {{brand_name}} is the {{category}} that {{differentiation}} because {{reason_to_believe}}.
|
||||
|
||||
**Positioning Breakdown**:
|
||||
- **Target Customer**: {{target_customer}}
|
||||
- **Customer Need**: {{customer_need}}
|
||||
- **Category**: {{category}}
|
||||
- **Differentiation**: {{differentiation}}
|
||||
- **Reason to Believe**: {{reason_to_believe}}
|
||||
|
||||
### 3.2 Brand Personality
|
||||
|
||||
{{#each brand_traits}}
|
||||
**{{trait_name}}**
|
||||
{{trait_description}}
|
||||
|
||||
*Expressed as*: {{trait_expression}}
|
||||
{{/each}}
|
||||
|
||||
### 3.3 Brand Voice & Tone
|
||||
|
||||
**Voice Characteristics**
|
||||
{{#each voice_characteristics}}
|
||||
- **{{characteristic}}**: {{description}}
|
||||
{{/each}}
|
||||
|
||||
**Tone Variations by Context**
|
||||
| Context | Tone Approach | Example |
|
||||
|---------|---------------|---------|
|
||||
{{#each tone_variations}}
|
||||
| {{context}} | {{tone}} | {{example}} |
|
||||
{{/each}}
|
||||
|
||||
**Do's and Don'ts**
|
||||
| Do | Don't |
|
||||
|----|-------|
|
||||
{{#each voice_guidelines}}
|
||||
| {{do}} | {{dont}} |
|
||||
{{/each}}
|
||||
|
||||
### 3.4 Core Messaging Framework
|
||||
|
||||
**Primary Message**
|
||||
{{primary_message}}
|
||||
|
||||
**Supporting Messages**
|
||||
{{#each supporting_messages}}
|
||||
{{number}}. **{{headline}}**
|
||||
{{message}}
|
||||
*Proof Points*: {{proof_points}}
|
||||
{{/each}}
|
||||
|
||||
**Value Proposition**
|
||||
{{value_proposition}}
|
||||
|
||||
---
|
||||
|
||||
## 4. Implementation Strategy
|
||||
|
||||
### 4.1 Brand Touchpoints
|
||||
|
||||
**Digital**
|
||||
{{#each digital_touchpoints}}
|
||||
- **{{touchpoint}}**: {{strategy}}
|
||||
{{/each}}
|
||||
|
||||
**Physical**
|
||||
{{#each physical_touchpoints}}
|
||||
- **{{touchpoint}}**: {{strategy}}
|
||||
{{/each}}
|
||||
|
||||
### 4.2 Content Pillars
|
||||
|
||||
{{#each content_pillars}}
|
||||
**{{pillar_number}}. {{pillar_name}}**
|
||||
{{pillar_description}}
|
||||
|
||||
*Topics*: {{topics}}
|
||||
*Goals*: {{goals}}
|
||||
{{/each}}
|
||||
|
||||
### 4.3 Visual Identity Guidelines
|
||||
|
||||
**Color Palette**
|
||||
{{color_palette}}
|
||||
|
||||
**Typography**
|
||||
{{typography}}
|
||||
|
||||
**Imagery Style**
|
||||
{{imagery_style}}
|
||||
|
||||
**Design Principles**
|
||||
{{design_principles}}
|
||||
|
||||
### 4.4 Success Metrics
|
||||
|
||||
**Brand Awareness**
|
||||
{{#each awareness_metrics}}
|
||||
- {{metric}}: Current {{current}}, Target {{target}} by {{date}}
|
||||
{{/each}}
|
||||
|
||||
**Brand Perception**
|
||||
{{#each perception_metrics}}
|
||||
- {{metric}}: Current {{current}}, Target {{target}} by {{date}}
|
||||
{{/each}}
|
||||
|
||||
**Engagement**
|
||||
{{#each engagement_metrics}}
|
||||
- {{metric}}: Current {{current}}, Target {{target}} by {{date}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 5. 90-Day Action Plan
|
||||
|
||||
### Phase 1: Foundation (Days 1-30)
|
||||
|
||||
**Week 1-2: Internal Alignment**
|
||||
{{#each phase1_weeks_1_2}}
|
||||
- {{action}} (Owner: {{owner}}, Budget: {{budget}})
|
||||
{{/each}}
|
||||
|
||||
**Week 3-4: Guidelines & Assets**
|
||||
{{#each phase1_weeks_3_4}}
|
||||
- {{action}} (Owner: {{owner}}, Budget: {{budget}})
|
||||
{{/each}}
|
||||
|
||||
**Milestone**: {{phase1_milestone}}
|
||||
|
||||
### Phase 2: Implementation (Days 31-60)
|
||||
|
||||
**Week 5-6: Channel Rollout**
|
||||
{{#each phase2_weeks_5_6}}
|
||||
- {{action}} (Owner: {{owner}}, Budget: {{budget}})
|
||||
{{/each}}
|
||||
|
||||
**Week 7-8: Content & Training**
|
||||
{{#each phase2_weeks_7_8}}
|
||||
- {{action}} (Owner: {{owner}}, Budget: {{budget}})
|
||||
{{/each}}
|
||||
|
||||
**Milestone**: {{phase2_milestone}}
|
||||
|
||||
### Phase 3: Optimization (Days 61-90)
|
||||
|
||||
**Week 9-10: Monitor & Measure**
|
||||
{{#each phase3_weeks_9_10}}
|
||||
- {{action}} (Owner: {{owner}}, Budget: {{budget}})
|
||||
{{/each}}
|
||||
|
||||
**Week 11-12: Refine & Scale**
|
||||
{{#each phase3_weeks_11_12}}
|
||||
- {{action}} (Owner: {{owner}}, Budget: {{budget}})
|
||||
{{/each}}
|
||||
|
||||
**Milestone**: {{phase3_milestone}}
|
||||
|
||||
### Budget Summary
|
||||
|
||||
| Phase | Budget | Key Investments |
|
||||
|-------|--------|-----------------|
|
||||
| Phase 1 | {{phase1_budget}} | {{phase1_key_investments}} |
|
||||
| Phase 2 | {{phase2_budget}} | {{phase2_key_investments}} |
|
||||
| Phase 3 | {{phase3_budget}} | {{phase3_key_investments}} |
|
||||
| **Total** | **{{total_budget}}** | |
|
||||
|
||||
---
|
||||
|
||||
## 6. Measurement & Reporting
|
||||
|
||||
**Reporting Cadence**
|
||||
{{reporting_cadence}}
|
||||
|
||||
**Key Reports**
|
||||
{{#each key_reports}}
|
||||
- **{{report_name}}**: {{frequency}} - {{contents}}
|
||||
{{/each}}
|
||||
|
||||
**Dashboard Metrics**
|
||||
{{dashboard_metrics}}
|
||||
|
||||
---
|
||||
|
||||
## Appendices
|
||||
|
||||
### A. Competitive Analysis Details
|
||||
{{competitive_analysis_details}}
|
||||
|
||||
### B. Customer Research Insights
|
||||
{{customer_research_insights}}
|
||||
|
||||
### C. Brand Guidelines Summary
|
||||
{{brand_guidelines_summary}}
|
||||
|
||||
### D. Stakeholder Feedback
|
||||
{{stakeholder_feedback}}
|
||||
|
||||
---
|
||||
|
||||
**Document Status**: {{status}}
|
||||
**Next Review Date**: {{next_review_date}}
|
||||
**Approvers**: {{approvers}}
|
||||
|
|
@ -0,0 +1,26 @@
|
|||
name: "brand-strategy"
|
||||
description: "Develop comprehensive brand strategy including positioning, messaging, and implementation plan"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/brand-strategy-{{brand-name}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: gather-context
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
instructions: "{project-root}/{bmad_folder}/marketing-ops/workflows/brand-strategy/instructions.md"
|
||||
template: "{project-root}/{bmad_folder}/marketing-ops/workflows/brand-strategy/template.md"
|
||||
|
||||
- id: competitive-analysis
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/competitive-research.xml"
|
||||
|
||||
- id: create-strategy
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
template: "{project-root}/{bmad_folder}/marketing-ops/templates/brand-strategy-tmpl.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
||||
- id: validate-strategy
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/brand-audit.xml"
|
||||
|
|
@ -0,0 +1,20 @@
|
|||
name: "budget-planning"
|
||||
description: "Strategic marketing budget allocation across channels with ROI projections"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/budget-plan-{{period}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: channel-strategy
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/channel-strategy.xml"
|
||||
|
||||
- id: roi-analysis
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/roi-analysis.xml"
|
||||
|
||||
- id: budget-allocation
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,24 @@
|
|||
name: "campaign-optimize"
|
||||
description: "Analyze and optimize existing campaign performance for improved ROAS and efficiency"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/campaign-optimization-{{campaign-name}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: performance-analysis
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/data-analysis.xml"
|
||||
|
||||
- id: bid-optimization
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/bid-optimization.xml"
|
||||
|
||||
- id: creative-testing
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/creative-testing.xml"
|
||||
|
||||
- id: optimization-recommendations
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,195 @@
|
|||
# Campaign Plan Development Workflow
|
||||
|
||||
You are Marcus, a Performance Marketing Expert helping create a comprehensive paid marketing campaign plan.
|
||||
|
||||
## Workflow Overview
|
||||
|
||||
This workflow guides the creation of a complete campaign plan including audience targeting, channel strategy, budget allocation, creative direction, and measurement framework.
|
||||
|
||||
## Steps
|
||||
|
||||
### 1. Gather Campaign Context
|
||||
|
||||
**Objective**: Understand campaign goals, constraints, and success criteria
|
||||
|
||||
**Actions**:
|
||||
- Define campaign name, type (awareness, consideration, conversion), and objectives
|
||||
- Establish budget, timeline, and resource constraints
|
||||
- Identify primary and secondary KPIs with target values
|
||||
- Understand product/service being promoted
|
||||
- Clarify competitive context and market conditions
|
||||
|
||||
**Elicitation Questions**:
|
||||
- "What is the campaign name and primary objective? (e.g., drive conversions, increase awareness, launch new product)"
|
||||
- "What is your total campaign budget and duration?"
|
||||
- "What are your target KPIs? (e.g., ROAS target, CAC target, conversion volume)"
|
||||
- "Describe the product/service you're promoting and its unique value proposition."
|
||||
- "Who are your main competitors and what are they doing in paid media?"
|
||||
- "What platforms or channels have performed best for you historically?"
|
||||
|
||||
### 2. Define Target Audiences
|
||||
|
||||
**Objective**: Create detailed audience segments with targeting criteria
|
||||
|
||||
**Actions**:
|
||||
- Identify primary and secondary audience segments
|
||||
- Define demographics, psychographics, and behavioral characteristics
|
||||
- Determine audience size and accessibility across platforms
|
||||
- Prioritize audiences by potential value and acquisition cost
|
||||
- Create targeting parameters for each platform
|
||||
|
||||
**Use Task**: audience-analysis.xml
|
||||
|
||||
**Key Outputs**:
|
||||
- 2-4 prioritized audience segments
|
||||
- Detailed targeting criteria per segment
|
||||
- Budget allocation by segment
|
||||
- Expected performance metrics per segment
|
||||
|
||||
### 3. Develop Channel Strategy
|
||||
|
||||
**Objective**: Select optimal marketing channels and allocate budget
|
||||
|
||||
**Actions**:
|
||||
- Evaluate channel fit for objectives and audiences
|
||||
- Assess historical performance data if available
|
||||
- Consider channel-specific strengths and limitations
|
||||
- Allocate budget based on expected ROAS and strategic priorities
|
||||
- Define platform-specific tactics and ad formats
|
||||
|
||||
**Use Task**: channel-strategy.xml
|
||||
|
||||
**Channel Considerations**:
|
||||
- **Google Ads**: Search intent, high-intent keywords, shopping
|
||||
- **Facebook/Instagram**: Broad reach, detailed targeting, visual creative
|
||||
- **LinkedIn**: B2B, professional targeting, higher CPMs
|
||||
- **TikTok**: Younger demographics, creative-driven, viral potential
|
||||
- **YouTube**: Video storytelling, consideration stage, broad reach
|
||||
- **Display/Programmatic**: Retargeting, awareness, scale
|
||||
|
||||
### 4. Plan Creative Strategy
|
||||
|
||||
**Objective**: Define creative themes, messaging, and asset requirements
|
||||
|
||||
**Actions**:
|
||||
- Develop creative themes aligned with campaign objectives
|
||||
- Create messaging hierarchy (primary message, supporting messages)
|
||||
- Define visual direction and brand alignment
|
||||
- List required creative assets by platform and format
|
||||
- Plan A/B testing variations for key creative elements
|
||||
|
||||
**Creative Asset Planning**:
|
||||
- Image specifications and quantities by platform
|
||||
- Video lengths and formats (6s, 15s, 30s, 60s)
|
||||
- Copy variations (headlines, descriptions, CTAs)
|
||||
- Landing page requirements and variations
|
||||
- Asset production timeline and ownership
|
||||
|
||||
### 5. Create Implementation Timeline
|
||||
|
||||
**Objective**: Map campaign execution with milestones and ownership
|
||||
|
||||
**Actions**:
|
||||
- Define pre-launch tasks (setup, creative production, tracking)
|
||||
- Create launch checklist with technical requirements
|
||||
- Plan optimization schedule (daily, weekly monitoring)
|
||||
- Establish A/B testing calendar
|
||||
- Assign ownership for all tasks and decisions
|
||||
|
||||
**Timeline Phases**:
|
||||
- **Pre-Launch (2-4 weeks)**: Account setup, creative production, tracking implementation, QA
|
||||
- **Launch (Week 1)**: Campaign activation, close monitoring, rapid iteration
|
||||
- **Optimization (Ongoing)**: Performance analysis, budget reallocation, creative refresh
|
||||
- **Reporting**: Daily monitoring, weekly reviews, monthly deep dives
|
||||
|
||||
### 6. Define Measurement Framework
|
||||
|
||||
**Objective**: Establish tracking, attribution, and reporting structure
|
||||
|
||||
**Actions**:
|
||||
- Set up conversion tracking across all platforms
|
||||
- Define attribution model (last-click, multi-touch, etc.)
|
||||
- Create reporting dashboard with real-time metrics
|
||||
- Establish review cadence and stakeholder communication
|
||||
- Set success criteria and failure thresholds
|
||||
|
||||
**Measurement Setup**:
|
||||
- **Conversion Tracking**: Pixels, events, server-side tracking
|
||||
- **Attribution**: Primary attribution model + secondary views
|
||||
- **Dashboards**: Real-time performance, historical trends, segment analysis
|
||||
- **Reporting Cadence**: Daily snapshots, weekly reviews, monthly deep dives
|
||||
|
||||
**Success Metrics**:
|
||||
- Primary KPI with target and minimum acceptable values
|
||||
- Secondary KPIs for full-funnel visibility
|
||||
- Platform-specific benchmarks
|
||||
- Optimization triggers (when to adjust)
|
||||
|
||||
### 7. Plan Budget & Optimization Rules
|
||||
|
||||
**Objective**: Define budget pacing and optimization decision rules
|
||||
|
||||
**Actions**:
|
||||
- Allocate budget across channels with rationale
|
||||
- Set daily/weekly pacing guidelines
|
||||
- Define optimization rules (when to increase/decrease/pause)
|
||||
- Create escalation criteria for underperformance
|
||||
- Plan budget reserve for top performers
|
||||
|
||||
**Budget Allocation Example**:
|
||||
```
|
||||
Total Budget: $50,000
|
||||
- Google Search: $20,000 (40%) - High intent, proven ROAS
|
||||
- Facebook/Instagram: $15,000 (30%) - Scale + retargeting
|
||||
- LinkedIn: $10,000 (20%) - B2B audience quality
|
||||
- Testing Budget: $5,000 (10%) - New channels/audiences
|
||||
```
|
||||
|
||||
**Optimization Rules**:
|
||||
- Increase budget: ROAS > 4x target for 3 consecutive days
|
||||
- Decrease budget: ROAS < 2x target for 2 consecutive days
|
||||
- Pause: ROAS < 1x target after optimization attempts
|
||||
- Reallocate: Move budget from underperformers to top 20%
|
||||
|
||||
### 8. Generate Final Campaign Plan
|
||||
|
||||
**Objective**: Create comprehensive campaign plan document
|
||||
|
||||
**Actions**:
|
||||
- Use campaign-plan-tmpl.md template to structure output
|
||||
- Fill all sections with specific, actionable details
|
||||
- Include visual examples and mockups where helpful
|
||||
- Add appendices for detailed targeting and creative specs
|
||||
- Validate completeness with roi-analysis.xml task
|
||||
- Save to configured output location
|
||||
|
||||
## Output
|
||||
|
||||
The workflow produces a comprehensive campaign plan including:
|
||||
|
||||
1. **Campaign Overview** - Goals, budget, timeline, KPIs
|
||||
2. **Audience Strategy** - Detailed segments with targeting criteria
|
||||
3. **Channel Strategy** - Budget allocation, platform tactics, expected ROAS
|
||||
4. **Creative Strategy** - Themes, messaging, asset requirements
|
||||
5. **Implementation Plan** - Timeline, tasks, ownership, QA checklist
|
||||
6. **Measurement Plan** - Tracking setup, attribution, reporting, success criteria
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- [ ] Campaign objectives are specific and measurable
|
||||
- [ ] Audience segments are detailed with clear targeting parameters
|
||||
- [ ] Budget allocation is justified with expected ROAS per channel
|
||||
- [ ] Creative requirements are complete with specifications
|
||||
- [ ] Timeline includes all pre-launch tasks with ownership
|
||||
- [ ] Measurement framework enables real-time optimization
|
||||
- [ ] Success criteria include both targets and failure thresholds
|
||||
|
||||
## Tips for Success
|
||||
|
||||
- **Start with the End in Mind**: Define success metrics before planning tactics
|
||||
- **Allocate Budget Strategically**: Weight toward proven channels, reserve for testing
|
||||
- **Plan for Optimization**: Build in time and budget for iteration
|
||||
- **Be Platform-Specific**: Each platform has unique strengths and best practices
|
||||
- **Test Systematically**: Plan A/B tests for creative, audiences, and bidding
|
||||
- **Monitor Closely at Launch**: First 48 hours are critical for identifying issues
|
||||
- **Document Assumptions**: Track expected performance to improve future planning
|
||||
|
|
@ -0,0 +1,438 @@
|
|||
# {{campaign_name}} - Marketing Campaign Plan
|
||||
|
||||
**Campaign Type**: {{campaign_type}}
|
||||
**Version**: 1.0
|
||||
**Date**: {{date}}
|
||||
**Prepared by**: {{author}}
|
||||
|
||||
---
|
||||
|
||||
## Executive Summary
|
||||
|
||||
[2-3 paragraph overview of campaign strategy, target audience, channel mix, and expected outcomes]
|
||||
|
||||
---
|
||||
|
||||
## 1. Campaign Overview
|
||||
|
||||
### 1.1 Campaign Basics
|
||||
|
||||
| Attribute | Details |
|
||||
|-----------|---------|
|
||||
| **Campaign Name** | {{campaign_name}} |
|
||||
| **Campaign Type** | {{campaign_type}} |
|
||||
| **Business Type** | {{business_type}} |
|
||||
| **Duration** | {{start_date}} to {{end_date}} ({{duration_weeks}} weeks) |
|
||||
| **Total Budget** | {{total_budget}} |
|
||||
| **Primary Goal** | {{primary_goal}} |
|
||||
|
||||
### 1.2 Campaign Objectives
|
||||
|
||||
**Primary Objective**
|
||||
{{primary_objective}}
|
||||
|
||||
**Secondary Objectives**
|
||||
{{#each secondary_objectives}}
|
||||
- {{objective}}
|
||||
{{/each}}
|
||||
|
||||
### 1.3 Success Metrics
|
||||
|
||||
**Primary KPI**
|
||||
- **Metric**: {{primary_kpi}}
|
||||
- **Target**: {{primary_kpi_target}}
|
||||
- **Minimum Acceptable**: {{primary_kpi_minimum}}
|
||||
|
||||
**Secondary KPIs**
|
||||
| KPI | Current | Target | Minimum Acceptable |
|
||||
|-----|---------|--------|-------------------|
|
||||
{{#each secondary_kpis}}
|
||||
| {{kpi_name}} | {{current}} | {{target}} | {{minimum}} |
|
||||
{{/each}}
|
||||
|
||||
**Failure Condition**
|
||||
{{failure_condition}}
|
||||
|
||||
---
|
||||
|
||||
## 2. Target Audience & Segmentation
|
||||
|
||||
### 2.1 Primary Audience Segments
|
||||
|
||||
{{#each audience_segments}}
|
||||
#### Segment {{number}}: {{segment_name}}
|
||||
|
||||
**Demographics**
|
||||
- Age: {{age_range}}
|
||||
- Gender: {{gender}}
|
||||
- Location: {{location}}
|
||||
- Income: {{income_range}}
|
||||
- Education: {{education}}
|
||||
|
||||
**Psychographics**
|
||||
- Interests: {{interests}}
|
||||
- Values: {{values}}
|
||||
- Lifestyle: {{lifestyle}}
|
||||
- Pain Points: {{pain_points}}
|
||||
|
||||
**Behavioral**
|
||||
- Online Behavior: {{online_behavior}}
|
||||
- Purchase Behavior: {{purchase_behavior}}
|
||||
- Device Usage: {{device_usage}}
|
||||
- Content Consumption: {{content_consumption}}
|
||||
|
||||
**Platform Targeting**
|
||||
{{#each platform_targeting}}
|
||||
- **{{platform}}**: {{targeting_criteria}}
|
||||
{{/each}}
|
||||
|
||||
**Budget Allocation**: {{budget_percentage}}% ({{budget_amount}})
|
||||
**Expected Performance**:
|
||||
- Estimated Reach: {{estimated_reach}}
|
||||
- Expected CAC: {{expected_cac}}
|
||||
- Projected ROAS: {{projected_roas}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
### 2.2 Audience Prioritization
|
||||
|
||||
| Segment | Priority | Budget % | Rationale |
|
||||
|---------|----------|----------|-----------|
|
||||
{{#each audience_priority}}
|
||||
| {{segment}} | {{priority}} | {{budget_pct}} | {{rationale}} |
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 3. Channel Strategy & Budget Allocation
|
||||
|
||||
### 3.1 Channel Mix
|
||||
|
||||
**Total Budget**: {{total_budget}}
|
||||
|
||||
{{#each channels}}
|
||||
### {{channel_name}}
|
||||
|
||||
**Budget Allocation**: {{budget_percentage}}% ({{budget_amount}})
|
||||
**Expected ROAS**: {{expected_roas}}
|
||||
**Target CAC**: {{target_cac}}
|
||||
|
||||
**Platform Strengths for This Campaign**
|
||||
{{platform_strengths}}
|
||||
|
||||
**Specific Tactics**
|
||||
{{#each tactics}}
|
||||
- **{{tactic_name}}**: {{tactic_description}}
|
||||
{{/each}}
|
||||
|
||||
**Ad Formats**
|
||||
{{#each ad_formats}}
|
||||
- {{format}}: {{usage_strategy}}
|
||||
{{/each}}
|
||||
|
||||
**Targeting Approach**
|
||||
{{targeting_approach}}
|
||||
|
||||
**Bid Strategy**
|
||||
{{bid_strategy}}
|
||||
|
||||
**Success Metrics**
|
||||
{{#each success_metrics}}
|
||||
- {{metric}}: {{target}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
### 3.2 Budget Allocation Summary
|
||||
|
||||
| Channel | Budget | % of Total | Expected ROAS | Expected Conversions |
|
||||
|---------|--------|------------|---------------|---------------------|
|
||||
{{#each budget_summary}}
|
||||
| {{channel}} | {{budget}} | {{percentage}} | {{expected_roas}} | {{expected_conversions}} |
|
||||
{{/each}}
|
||||
| **Total** | **{{total_budget}}** | **100%** | **{{blended_roas}}** | **{{total_conversions}}** |
|
||||
|
||||
---
|
||||
|
||||
## 4. Creative Strategy & Assets
|
||||
|
||||
### 4.1 Creative Themes
|
||||
|
||||
**Primary Creative Theme**
|
||||
{{primary_creative_theme}}
|
||||
|
||||
**Supporting Themes**
|
||||
{{#each supporting_themes}}
|
||||
- **{{theme_name}}**: {{theme_description}}
|
||||
{{/each}}
|
||||
|
||||
### 4.2 Messaging Framework
|
||||
|
||||
**Primary Message**
|
||||
{{primary_message}}
|
||||
|
||||
**Supporting Messages**
|
||||
{{#each supporting_messages}}
|
||||
{{number}}. {{message}}
|
||||
{{/each}}
|
||||
|
||||
**Call-to-Action (CTA)**
|
||||
- Primary CTA: {{primary_cta}}
|
||||
- Secondary CTA: {{secondary_cta}}
|
||||
|
||||
### 4.3 Visual Direction
|
||||
|
||||
**Visual Style**
|
||||
{{visual_style}}
|
||||
|
||||
**Color Palette**
|
||||
{{color_palette}}
|
||||
|
||||
**Brand Alignment**
|
||||
{{brand_alignment}}
|
||||
|
||||
**Reference Examples**
|
||||
{{reference_examples}}
|
||||
|
||||
### 4.4 Required Creative Assets
|
||||
|
||||
{{#each creative_assets}}
|
||||
#### {{platform}}
|
||||
|
||||
**Images**
|
||||
{{#each images}}
|
||||
- {{specification}}: {{quantity}} variations
|
||||
{{/each}}
|
||||
|
||||
**Videos**
|
||||
{{#each videos}}
|
||||
- {{length}}: {{quantity}} variations - {{content_description}}
|
||||
{{/each}}
|
||||
|
||||
**Copy**
|
||||
{{#each copy}}
|
||||
- {{type}}: {{character_limit}} chars - {{quantity}} variations
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
### 4.5 A/B Testing Plan
|
||||
|
||||
{{#each ab_tests}}
|
||||
**Test {{number}}: {{test_name}}**
|
||||
- **Element**: {{element_being_tested}}
|
||||
- **Variations**: {{variations}}
|
||||
- **Success Metric**: {{success_metric}}
|
||||
- **Sample Size Required**: {{sample_size}}
|
||||
- **Duration**: {{duration}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 5. Implementation Plan & Timeline
|
||||
|
||||
### 5.1 Pre-Launch Phase ({{pre_launch_duration}})
|
||||
|
||||
**Week -4 to -3: Setup & Planning**
|
||||
{{#each pre_launch_setup}}
|
||||
- [ ] {{task}} (Owner: {{owner}}, Due: {{due_date}})
|
||||
{{/each}}
|
||||
|
||||
**Week -2 to -1: Creative Production & QA**
|
||||
{{#each pre_launch_production}}
|
||||
- [ ] {{task}} (Owner: {{owner}}, Due: {{due_date}})
|
||||
{{/each}}
|
||||
|
||||
**Launch Readiness Checklist**
|
||||
{{#each launch_checklist}}
|
||||
- [ ] {{item}}
|
||||
{{/each}}
|
||||
|
||||
### 5.2 Launch Phase (Week 1)
|
||||
|
||||
**Day 1-2: Campaign Activation**
|
||||
{{#each launch_day_1_2}}
|
||||
- [ ] {{task}} (Owner: {{owner}})
|
||||
{{/each}}
|
||||
|
||||
**Day 3-7: Close Monitoring & Rapid Iteration**
|
||||
{{#each launch_day_3_7}}
|
||||
- [ ] {{task}} (Owner: {{owner}})
|
||||
{{/each}}
|
||||
|
||||
### 5.3 Optimization Phase (Week 2+)
|
||||
|
||||
**Daily Actions**
|
||||
{{#each daily_actions}}
|
||||
- {{action}}
|
||||
{{/each}}
|
||||
|
||||
**Weekly Actions**
|
||||
{{#each weekly_actions}}
|
||||
- {{action}}
|
||||
{{/each}}
|
||||
|
||||
**Optimization Triggers**
|
||||
| Condition | Action |
|
||||
|-----------|--------|
|
||||
{{#each optimization_triggers}}
|
||||
| {{condition}} | {{action}} |
|
||||
{{/each}}
|
||||
|
||||
### 5.4 Timeline Gantt
|
||||
|
||||
```
|
||||
{{timeline_gantt}}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 6. Measurement & Optimization Plan
|
||||
|
||||
### 6.1 Conversion Tracking Setup
|
||||
|
||||
**Tracking Implementation**
|
||||
{{#each tracking_implementation}}
|
||||
- **{{platform}}**: {{tracking_method}}
|
||||
- Events: {{events}}
|
||||
- Values: {{values}}
|
||||
{{/each}}
|
||||
|
||||
**Tracking Validation**
|
||||
{{tracking_validation_plan}}
|
||||
|
||||
### 6.2 Attribution Model
|
||||
|
||||
**Primary Attribution**: {{primary_attribution_model}}
|
||||
**Rationale**: {{attribution_rationale}}
|
||||
|
||||
**Secondary Attribution Views**
|
||||
{{#each secondary_attribution}}
|
||||
- {{model}}: {{use_case}}
|
||||
{{/each}}
|
||||
|
||||
**Attribution Window**
|
||||
- Click-through: {{click_attribution_window}}
|
||||
- View-through: {{view_attribution_window}}
|
||||
|
||||
### 6.3 Reporting & Dashboards
|
||||
|
||||
**Real-Time Dashboard Metrics**
|
||||
{{#each realtime_metrics}}
|
||||
- {{metric}}
|
||||
{{/each}}
|
||||
|
||||
**Daily Snapshot Metrics**
|
||||
{{#each daily_metrics}}
|
||||
- {{metric}}
|
||||
{{/each}}
|
||||
|
||||
**Weekly Review Metrics**
|
||||
{{#each weekly_metrics}}
|
||||
- {{metric}}
|
||||
{{/each}}
|
||||
|
||||
**Reporting Cadence**
|
||||
| Report Type | Frequency | Audience | Contents |
|
||||
|-------------|-----------|----------|----------|
|
||||
{{#each reports}}
|
||||
| {{report_type}} | {{frequency}} | {{audience}} | {{contents}} |
|
||||
{{/each}}
|
||||
|
||||
### 6.4 Optimization Framework
|
||||
|
||||
**Performance Thresholds**
|
||||
| Metric | Excellent | Good | Acceptable | Poor | Action Required |
|
||||
|--------|-----------|------|------------|------|-----------------|
|
||||
{{#each performance_thresholds}}
|
||||
| {{metric}} | {{excellent}} | {{good}} | {{acceptable}} | {{poor}} | {{action}} |
|
||||
{{/each}}
|
||||
|
||||
**Budget Reallocation Rules**
|
||||
{{#each reallocation_rules}}
|
||||
- **{{rule_name}}**: {{rule_description}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 7. Risk Management
|
||||
|
||||
### 7.1 Identified Risks
|
||||
|
||||
{{#each risks}}
|
||||
**Risk {{number}}: {{risk_name}}**
|
||||
- **Likelihood**: {{likelihood}}
|
||||
- **Impact**: {{impact}}
|
||||
- **Mitigation**: {{mitigation_strategy}}
|
||||
{{/each}}
|
||||
|
||||
### 7.2 Contingency Plans
|
||||
|
||||
{{#each contingencies}}
|
||||
**Scenario**: {{scenario}}
|
||||
**Contingency Plan**: {{plan}}
|
||||
**Budget Reserve**: {{budget_reserve}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 8. Budget Summary & ROI Projections
|
||||
|
||||
### 8.1 Budget Breakdown
|
||||
|
||||
| Category | Amount | % of Total |
|
||||
|----------|--------|------------|
|
||||
| **Media Spend** | | |
|
||||
{{#each media_budget}}
|
||||
| {{channel}} | {{amount}} | {{percentage}} |
|
||||
{{/each}}
|
||||
| **Creative Production** | {{creative_budget}} | {{creative_percentage}} |
|
||||
| **Tools & Technology** | {{tools_budget}} | {{tools_percentage}} |
|
||||
| **Agency/Freelance Fees** | {{agency_budget}} | {{agency_percentage}} |
|
||||
| **Testing/Reserve** | {{testing_budget}} | {{testing_percentage}} |
|
||||
| **Total Campaign Budget** | **{{total_campaign_budget}}** | **100%** |
|
||||
|
||||
### 8.2 ROI Projections
|
||||
|
||||
**Conservative Scenario**
|
||||
- Projected Revenue: {{conservative_revenue}}
|
||||
- ROAS: {{conservative_roas}}
|
||||
- Total Conversions: {{conservative_conversions}}
|
||||
|
||||
**Expected Scenario**
|
||||
- Projected Revenue: {{expected_revenue}}
|
||||
- ROAS: {{expected_roas}}
|
||||
- Total Conversions: {{expected_conversions}}
|
||||
|
||||
**Optimistic Scenario**
|
||||
- Projected Revenue: {{optimistic_revenue}}
|
||||
- ROAS: {{optimistic_roas}}
|
||||
- Total Conversions: {{optimistic_conversions}}
|
||||
|
||||
---
|
||||
|
||||
## Appendices
|
||||
|
||||
### A. Detailed Targeting Parameters
|
||||
{{detailed_targeting}}
|
||||
|
||||
### B. Creative Briefs
|
||||
{{creative_briefs}}
|
||||
|
||||
### C. Landing Page Requirements
|
||||
{{landing_page_requirements}}
|
||||
|
||||
### D. Competitor Campaign Analysis
|
||||
{{competitor_analysis}}
|
||||
|
||||
### E. Historical Performance Data
|
||||
{{historical_performance}}
|
||||
|
||||
---
|
||||
|
||||
**Document Status**: {{status}}
|
||||
**Next Review Date**: {{next_review_date}}
|
||||
**Approvers**: {{approvers}}
|
||||
|
|
@ -0,0 +1,30 @@
|
|||
name: "campaign-plan"
|
||||
description: "Create comprehensive paid marketing campaign plan with channel strategy, budget allocation, and success metrics"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/campaign-plan-{{campaign-name}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: gather-campaign-context
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
instructions: "{project-root}/{bmad_folder}/marketing-ops/workflows/campaign-plan/instructions.md"
|
||||
template: "{project-root}/{bmad_folder}/marketing-ops/workflows/campaign-plan/template.md"
|
||||
|
||||
- id: audience-analysis
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/audience-analysis.xml"
|
||||
|
||||
- id: channel-strategy
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/channel-strategy.xml"
|
||||
|
||||
- id: create-plan
|
||||
agent: "{bmad_folder}/marketing-ops/agents/media-buyer.md"
|
||||
template: "{project-root}/{bmad_folder}/marketing-ops/templates/campaign-plan-tmpl.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
||||
- id: validate-plan
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/roi-analysis.xml"
|
||||
|
|
@ -0,0 +1,16 @@
|
|||
name: "content-calendar"
|
||||
description: "Create strategic content calendar with themes, topics, and distribution plan"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/content-calendar-{{period}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: content-strategy
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/content-strategy.xml"
|
||||
|
||||
- id: calendar-creation
|
||||
agent: "{bmad_folder}/marketing-ops/agents/brand-marketer.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,16 @@
|
|||
name: "dashboard-setup"
|
||||
description: "Create performance dashboards with key metrics, visualizations, and monitoring"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/dashboard-spec-{{dashboard-name}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: define-metrics
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/data-analysis.xml"
|
||||
|
||||
- id: dashboard-design
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-analyst.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,247 @@
|
|||
# Design Brief Development Workflow
|
||||
|
||||
You are Maya, a Creative Marketing Designer helping create a comprehensive design brief for a marketing creative project.
|
||||
|
||||
## Workflow Overview
|
||||
|
||||
This workflow guides the creation of a complete design brief including project objectives, target audience, creative requirements, technical specifications, and success criteria.
|
||||
|
||||
## Steps
|
||||
|
||||
### 1. Gather Project Overview
|
||||
|
||||
**Objective**: Understand the project purpose, context, and business objectives
|
||||
|
||||
**Actions**:
|
||||
- Define project name, type, and deliverables
|
||||
- Understand business objectives and marketing goals
|
||||
- Identify target launch date and timeline
|
||||
- Clarify budget constraints and resource availability
|
||||
- Understand where/how assets will be used
|
||||
|
||||
**Elicitation Questions**:
|
||||
- "What is the project name and what type of creative work is needed? (e.g., landing page, email campaign, social ads, brand refresh)"
|
||||
- "What are the business objectives? What problem are we solving?"
|
||||
- "What is the target launch date? What is the project timeline?"
|
||||
- "What is the budget for creative production? Are there resource constraints?"
|
||||
- "Where will these assets be used? (e.g., website, paid ads, social media, print)"
|
||||
- "Is this part of a larger campaign or initiative?"
|
||||
|
||||
### 2. Define Target Audience
|
||||
|
||||
**Objective**: Create detailed profile of who the design is targeting
|
||||
|
||||
**Actions**:
|
||||
- Identify primary and secondary audiences
|
||||
- Define demographics, psychographics, and behaviors
|
||||
- Understand audience preferences and pain points
|
||||
- Determine platform/device usage patterns
|
||||
- Clarify audience sophistication and familiarity with brand
|
||||
|
||||
**Audience Profile Elements**:
|
||||
- **Demographics**: Age, gender, location, income, education
|
||||
- **Psychographics**: Values, interests, lifestyle, motivations
|
||||
- **Behaviors**: Online habits, purchase behavior, content consumption
|
||||
- **Preferences**: Design styles they respond to, platform preferences
|
||||
- **Pain Points**: Problems they're trying to solve
|
||||
|
||||
### 3. Establish Brand Guidelines & Constraints
|
||||
|
||||
**Objective**: Ensure design aligns with brand identity and requirements
|
||||
|
||||
**Actions**:
|
||||
- Review existing brand guidelines (colors, fonts, logo usage)
|
||||
- Identify any mandatory brand elements
|
||||
- Clarify tone, voice, and personality expectations
|
||||
- Understand competitive differentiation requirements
|
||||
- Note any legal/regulatory constraints
|
||||
|
||||
**Use Task**: brand-system.xml
|
||||
|
||||
**Brand Alignment Checklist**:
|
||||
- [ ] Brand colors and their usage rules
|
||||
- [ ] Typography hierarchy and font families
|
||||
- [ ] Logo variations and minimum sizes
|
||||
- [ ] Imagery style and photography guidelines
|
||||
- [ ] Voice and tone expectations
|
||||
- [ ] Do's and don'ts
|
||||
- [ ] Legal disclaimers or regulatory requirements
|
||||
|
||||
### 4. Define Creative Objectives & Strategy
|
||||
|
||||
**Objective**: Clarify what the design needs to accomplish
|
||||
|
||||
**Actions**:
|
||||
- Define primary creative objective (awareness, consideration, conversion)
|
||||
- Establish key message and supporting messages
|
||||
- Determine desired emotional response
|
||||
- Identify call-to-action and user journey
|
||||
- Clarify success metrics for creative performance
|
||||
|
||||
**Creative Objectives**:
|
||||
- **Primary Goal**: What is the #1 thing this design needs to accomplish?
|
||||
- **Key Message**: What is the main message to communicate?
|
||||
- **Emotional Response**: How should the audience feel?
|
||||
- **Action**: What action should the audience take?
|
||||
- **Success Metrics**: How will creative success be measured?
|
||||
|
||||
### 5. Specify Deliverables & Technical Requirements
|
||||
|
||||
**Objective**: Define exactly what assets are needed with specifications
|
||||
|
||||
**Actions**:
|
||||
- List all required deliverables with quantities
|
||||
- Specify dimensions, file formats, and file sizes
|
||||
- Define color modes (RGB, CMYK) and resolution requirements
|
||||
- Clarify animation/video specifications if applicable
|
||||
- Note platform-specific requirements and limitations
|
||||
|
||||
**Deliverables Template**:
|
||||
For each deliverable:
|
||||
- **Asset Name**: Clear description
|
||||
- **Dimensions**: Exact size in pixels or inches
|
||||
- **File Format**: JPG, PNG, SVG, MP4, etc.
|
||||
- **Color Mode**: RGB, CMYK, Pantone
|
||||
- **Resolution**: 72dpi, 150dpi, 300dpi
|
||||
- **File Size Limits**: Maximum file size
|
||||
- **Quantity**: Number of variations needed
|
||||
- **Special Requirements**: Animation, interactivity, accessibility
|
||||
|
||||
**Platform-Specific Specs**:
|
||||
- **Web/Landing Pages**: Responsive breakpoints, load time requirements
|
||||
- **Social Media**: Platform-specific sizes and specs
|
||||
- **Paid Ads**: Ad network requirements and character limits
|
||||
- **Email**: Email client compatibility, mobile optimization
|
||||
- **Print**: Bleed, trim, color profiles
|
||||
|
||||
### 6. Provide Creative Direction & Inspiration
|
||||
|
||||
**Objective**: Give designers clear direction while allowing creative freedom
|
||||
|
||||
**Actions**:
|
||||
- Describe desired visual style and aesthetic
|
||||
- Provide reference examples (both aspirational and competitive)
|
||||
- Clarify mood and tone (modern, playful, luxurious, etc.)
|
||||
- Specify any mandatory elements or "hero" content
|
||||
- Define what to avoid (competitor styles, overused approaches)
|
||||
|
||||
**Creative Direction Framework**:
|
||||
- **Visual Style**: Minimalist, bold, illustrative, photographic, etc.
|
||||
- **Mood/Tone**: Professional, friendly, edgy, sophisticated, fun
|
||||
- **Color Approach**: Vibrant, muted, monochromatic, high contrast
|
||||
- **Typography**: Modern, classic, bold, elegant
|
||||
- **Imagery**: Photography, illustration, icons, abstract
|
||||
- **Layout**: Grid-based, asymmetric, centered, dynamic
|
||||
|
||||
**Inspiration References**:
|
||||
- Links to aspirational examples
|
||||
- Competitor examples (what to emulate or avoid)
|
||||
- Brand's existing assets that are successful
|
||||
- Style guides or mood boards
|
||||
|
||||
### 7. Define Timeline & Review Process
|
||||
|
||||
**Objective**: Establish clear timeline and approval workflow
|
||||
|
||||
**Actions**:
|
||||
- Create project timeline with key milestones
|
||||
- Define review and feedback process
|
||||
- Identify stakeholders and approvers
|
||||
- Set expectations for revision rounds
|
||||
- Clarify final delivery requirements
|
||||
|
||||
**Timeline Structure**:
|
||||
- **Kickoff**: {{kickoff_date}}
|
||||
- **Initial Concepts**: {{concept_date}} (2-3 options)
|
||||
- **First Review**: {{review_1_date}}
|
||||
- **Revision 1**: {{revision_1_date}}
|
||||
- **Second Review**: {{review_2_date}}
|
||||
- **Revision 2 (if needed)**: {{revision_2_date}}
|
||||
- **Final Approval**: {{approval_date}}
|
||||
- **Final Delivery**: {{delivery_date}}
|
||||
- **Launch**: {{launch_date}}
|
||||
|
||||
**Review Process**:
|
||||
- Number of revision rounds included
|
||||
- Feedback consolidation process
|
||||
- Approval authority and decision makers
|
||||
- Out-of-scope change process
|
||||
|
||||
### 8. Address Testing & Optimization Plans
|
||||
|
||||
**Objective**: Plan for creative testing and performance measurement
|
||||
|
||||
**Actions**:
|
||||
- Identify if A/B testing is required
|
||||
- Define test variables (headline, image, CTA, layout)
|
||||
- Specify success metrics and measurement approach
|
||||
- Plan for mobile optimization and responsiveness
|
||||
- Consider accessibility requirements (WCAG compliance)
|
||||
|
||||
**Testing Plan**:
|
||||
- **A/B Test Variables**: What elements to test
|
||||
- **Test Setup**: How variations will be structured
|
||||
- **Success Metrics**: CTR, conversion rate, engagement
|
||||
- **Sample Size**: Traffic needed for statistical significance
|
||||
- **Test Duration**: How long to run tests
|
||||
|
||||
**Quality Standards**:
|
||||
- [ ] Mobile responsiveness
|
||||
- [ ] Cross-browser compatibility
|
||||
- [ ] Page load performance
|
||||
- [ ] Accessibility compliance (WCAG 2.1 AA)
|
||||
- [ ] Brand guideline adherence
|
||||
|
||||
### 9. Generate Final Design Brief
|
||||
|
||||
**Objective**: Create comprehensive, actionable design brief document
|
||||
|
||||
**Actions**:
|
||||
- Use design-brief-tmpl.md template
|
||||
- Fill all sections with specific details
|
||||
- Include visual examples and references
|
||||
- Attach brand guidelines and assets
|
||||
- Validate completeness and clarity
|
||||
- Save to configured output location
|
||||
|
||||
**Brief Validation Checklist**:
|
||||
- [ ] Project objectives are clear and measurable
|
||||
- [ ] Target audience is well-defined
|
||||
- [ ] Deliverables are specific with technical specs
|
||||
- [ ] Creative direction provides guidance without constraining
|
||||
- [ ] Timeline is realistic with clear milestones
|
||||
- [ ] Success criteria are defined and measurable
|
||||
- [ ] All required references and assets are included
|
||||
|
||||
## Output
|
||||
|
||||
The workflow produces a comprehensive design brief including:
|
||||
|
||||
1. **Project Overview** - Objectives, context, business goals
|
||||
2. **Target Audience** - Detailed audience profiles and insights
|
||||
3. **Brand Guidelines** - Visual identity, voice, constraints
|
||||
4. **Creative Strategy** - Objectives, messaging, emotional goals
|
||||
5. **Deliverables** - Complete specifications and technical requirements
|
||||
6. **Creative Direction** - Visual style, references, inspiration
|
||||
7. **Timeline** - Milestones, review process, delivery schedule
|
||||
8. **Success Criteria** - Metrics and quality standards
|
||||
|
||||
## Success Criteria
|
||||
|
||||
- [ ] Project objectives are specific and tied to business goals
|
||||
- [ ] Target audience is clearly defined with actionable insights
|
||||
- [ ] Deliverables list is complete with all technical specs
|
||||
- [ ] Creative direction balances guidance with creative freedom
|
||||
- [ ] Timeline is realistic and includes buffer for revisions
|
||||
- [ ] Success metrics are measurable and aligned with objectives
|
||||
- [ ] Document is ready for designer handoff
|
||||
|
||||
## Tips for Success
|
||||
|
||||
- **Be Specific**: Vague briefs lead to misaligned deliverables
|
||||
- **Include Examples**: Show, don't just tell
|
||||
- **Clarify Priorities**: Not everything can be equally important
|
||||
- **Allow Creative Freedom**: Define the "what" and "why", not the "how"
|
||||
- **Plan for Feedback**: Build in time for revisions and refinement
|
||||
- **Think Holistically**: Consider the full user journey and context
|
||||
- **Measure What Matters**: Define success criteria upfront
|
||||
|
|
@ -0,0 +1,530 @@
|
|||
# Design Brief: {{project_name}}
|
||||
|
||||
**Project Type**: {{project_type}}
|
||||
**Date**: {{date}}
|
||||
**Prepared by**: {{author}}
|
||||
**Version**: 1.0
|
||||
|
||||
---
|
||||
|
||||
## 1. Project Overview
|
||||
|
||||
### 1.1 Project Summary
|
||||
|
||||
**Project Name**: {{project_name}}
|
||||
**Project Type**: {{project_type}}
|
||||
**Campaign**: {{campaign_name}}
|
||||
|
||||
**Background**
|
||||
{{project_background}}
|
||||
|
||||
**Business Objectives**
|
||||
{{#each business_objectives}}
|
||||
- {{objective}}
|
||||
{{/each}}
|
||||
|
||||
**Success Criteria**
|
||||
{{#each success_criteria}}
|
||||
- {{criterion}}
|
||||
{{/each}}
|
||||
|
||||
### 1.2 Timeline & Budget
|
||||
|
||||
| Item | Details |
|
||||
|------|---------|
|
||||
| **Kickoff Date** | {{kickoff_date}} |
|
||||
| **Launch Date** | {{launch_date}} |
|
||||
| **Project Duration** | {{duration}} |
|
||||
| **Creative Budget** | {{budget}} |
|
||||
| **Production Resources** | {{resources}} |
|
||||
|
||||
---
|
||||
|
||||
## 2. Target Audience
|
||||
|
||||
### 2.1 Primary Audience
|
||||
|
||||
**Demographics**
|
||||
- Age: {{primary_age}}
|
||||
- Gender: {{primary_gender}}
|
||||
- Location: {{primary_location}}
|
||||
- Income: {{primary_income}}
|
||||
- Education: {{primary_education}}
|
||||
|
||||
**Psychographics**
|
||||
- Values: {{primary_values}}
|
||||
- Interests: {{primary_interests}}
|
||||
- Lifestyle: {{primary_lifestyle}}
|
||||
- Motivations: {{primary_motivations}}
|
||||
|
||||
**Behaviors**
|
||||
- Online Habits: {{primary_online_habits}}
|
||||
- Purchase Behavior: {{primary_purchase_behavior}}
|
||||
- Device Usage: {{primary_device_usage}}
|
||||
- Content Preferences: {{primary_content_preferences}}
|
||||
|
||||
**Pain Points & Needs**
|
||||
{{#each primary_pain_points}}
|
||||
- {{pain_point}}
|
||||
{{/each}}
|
||||
|
||||
### 2.2 Secondary Audience(s)
|
||||
|
||||
{{#each secondary_audiences}}
|
||||
#### {{audience_name}}
|
||||
|
||||
**Key Characteristics**
|
||||
{{characteristics}}
|
||||
|
||||
**Unique Considerations**
|
||||
{{considerations}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
### 2.3 Audience Insights
|
||||
|
||||
**What Resonates with This Audience**
|
||||
{{what_resonates}}
|
||||
|
||||
**What to Avoid**
|
||||
{{what_to_avoid}}
|
||||
|
||||
**Platform Preferences**
|
||||
{{platform_preferences}}
|
||||
|
||||
---
|
||||
|
||||
## 3. Brand Guidelines & Requirements
|
||||
|
||||
### 3.1 Visual Identity
|
||||
|
||||
**Logo Usage**
|
||||
{{logo_usage}}
|
||||
|
||||
**Color Palette**
|
||||
| Color | Hex | Usage |
|
||||
|-------|-----|-------|
|
||||
{{#each brand_colors}}
|
||||
| {{color_name}} | {{hex_code}} | {{usage}} |
|
||||
{{/each}}
|
||||
|
||||
**Typography**
|
||||
- **Headings**: {{heading_font}}
|
||||
- **Body Text**: {{body_font}}
|
||||
- **Accents**: {{accent_font}}
|
||||
|
||||
**Typography Hierarchy**
|
||||
{{typography_hierarchy}}
|
||||
|
||||
**Imagery Style**
|
||||
{{imagery_style}}
|
||||
|
||||
**Design Principles**
|
||||
{{#each design_principles}}
|
||||
- {{principle}}
|
||||
{{/each}}
|
||||
|
||||
### 3.2 Voice & Tone
|
||||
|
||||
**Brand Voice**
|
||||
{{brand_voice}}
|
||||
|
||||
**Tone for This Project**
|
||||
{{project_tone}}
|
||||
|
||||
**Messaging Do's and Don'ts**
|
||||
| Do | Don't |
|
||||
|----|-------|
|
||||
{{#each messaging_guidelines}}
|
||||
| {{do}} | {{dont}} |
|
||||
{{/each}}
|
||||
|
||||
### 3.3 Legal & Regulatory Requirements
|
||||
|
||||
{{#each legal_requirements}}
|
||||
- {{requirement}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 4. Creative Objectives & Strategy
|
||||
|
||||
### 4.1 Creative Objectives
|
||||
|
||||
**Primary Creative Goal**
|
||||
{{primary_creative_goal}}
|
||||
|
||||
**Secondary Goals**
|
||||
{{#each secondary_creative_goals}}
|
||||
- {{goal}}
|
||||
{{/each}}
|
||||
|
||||
### 4.2 Messaging Framework
|
||||
|
||||
**Primary Message**
|
||||
{{primary_message}}
|
||||
|
||||
**Supporting Messages**
|
||||
{{#each supporting_messages}}
|
||||
{{number}}. {{message}}
|
||||
{{/each}}
|
||||
|
||||
**Proof Points**
|
||||
{{#each proof_points}}
|
||||
- {{proof_point}}
|
||||
{{/each}}
|
||||
|
||||
**Call-to-Action**
|
||||
- Primary CTA: {{primary_cta}}
|
||||
- Secondary CTA: {{secondary_cta}}
|
||||
|
||||
### 4.3 Desired Emotional Response
|
||||
|
||||
**How Should the Audience Feel?**
|
||||
{{desired_emotion}}
|
||||
|
||||
**What Action Should They Take?**
|
||||
{{desired_action}}
|
||||
|
||||
**Why Should They Care?**
|
||||
{{value_proposition}}
|
||||
|
||||
---
|
||||
|
||||
## 5. Deliverables & Technical Specifications
|
||||
|
||||
### 5.1 Required Deliverables
|
||||
|
||||
{{#each deliverables}}
|
||||
#### {{deliverable_category}}
|
||||
|
||||
| Asset | Dimensions | Format | Color | Resolution | Quantity | Notes |
|
||||
|-------|------------|--------|-------|------------|----------|-------|
|
||||
{{#each assets}}
|
||||
| {{asset_name}} | {{dimensions}} | {{format}} | {{color_mode}} | {{resolution}} | {{quantity}} | {{notes}} |
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
### 5.2 Platform-Specific Requirements
|
||||
|
||||
{{#each platforms}}
|
||||
#### {{platform_name}}
|
||||
|
||||
**Technical Specs**
|
||||
{{technical_specs}}
|
||||
|
||||
**Platform Limitations**
|
||||
{{limitations}}
|
||||
|
||||
**Best Practices**
|
||||
{{best_practices}}
|
||||
|
||||
**Character/Size Limits**
|
||||
{{limits}}
|
||||
|
||||
---
|
||||
{{/each}}
|
||||
|
||||
### 5.3 File Delivery Requirements
|
||||
|
||||
**File Naming Convention**
|
||||
{{file_naming_convention}}
|
||||
|
||||
**Delivery Method**
|
||||
{{delivery_method}}
|
||||
|
||||
**File Organization**
|
||||
{{file_organization}}
|
||||
|
||||
**Source Files**
|
||||
{{source_file_requirements}}
|
||||
|
||||
---
|
||||
|
||||
## 6. Creative Direction
|
||||
|
||||
### 6.1 Visual Style
|
||||
|
||||
**Overall Aesthetic**
|
||||
{{visual_aesthetic}}
|
||||
|
||||
**Mood & Tone**
|
||||
{{visual_mood}}
|
||||
|
||||
**Color Approach**
|
||||
{{color_approach}}
|
||||
|
||||
**Typography Treatment**
|
||||
{{typography_treatment}}
|
||||
|
||||
**Layout Style**
|
||||
{{layout_style}}
|
||||
|
||||
### 6.2 Imagery Direction
|
||||
|
||||
**Photography Style**
|
||||
{{photography_style}}
|
||||
|
||||
**Illustration Approach**
|
||||
{{illustration_approach}}
|
||||
|
||||
**Icon Style**
|
||||
{{icon_style}}
|
||||
|
||||
**Image Treatment**
|
||||
{{image_treatment}}
|
||||
|
||||
### 6.3 Design References & Inspiration
|
||||
|
||||
**Aspirational Examples**
|
||||
{{#each aspirational_examples}}
|
||||
- **{{example_title}}**: {{example_url}}
|
||||
- Why: {{why_this_works}}
|
||||
{{/each}}
|
||||
|
||||
**Competitive Examples**
|
||||
{{#each competitive_examples}}
|
||||
- **{{competitor_name}}**: {{example_url}}
|
||||
- Analysis: {{analysis}}
|
||||
{{/each}}
|
||||
|
||||
**Brand's Successful Work**
|
||||
{{#each internal_examples}}
|
||||
- **{{example_title}}**: {{example_url}}
|
||||
- Why it worked: {{why_it_worked}}
|
||||
{{/each}}
|
||||
|
||||
### 6.4 What to Avoid
|
||||
|
||||
{{#each avoid_list}}
|
||||
- {{avoid_item}}
|
||||
{{/each}}
|
||||
|
||||
### 6.5 Mandatory Elements
|
||||
|
||||
{{#each mandatory_elements}}
|
||||
- {{element}}: {{requirement}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 7. User Experience & Journey
|
||||
|
||||
### 7.1 User Journey Context
|
||||
|
||||
**Where in the Journey?**
|
||||
{{journey_stage}}
|
||||
|
||||
**Previous Touchpoint**
|
||||
{{previous_touchpoint}}
|
||||
|
||||
**Next Step**
|
||||
{{next_step}}
|
||||
|
||||
**Context of Use**
|
||||
{{context}}
|
||||
|
||||
### 7.2 UX Requirements
|
||||
|
||||
**Interaction Requirements**
|
||||
{{interaction_requirements}}
|
||||
|
||||
**Navigation Flow**
|
||||
{{navigation_flow}}
|
||||
|
||||
**Accessibility Requirements**
|
||||
{{accessibility_requirements}}
|
||||
|
||||
**Mobile Considerations**
|
||||
{{mobile_considerations}}
|
||||
|
||||
**Page Load Performance**
|
||||
- Target Load Time: {{target_load_time}}
|
||||
- Maximum File Size: {{max_file_size}}
|
||||
- Optimization Requirements: {{optimization_requirements}}
|
||||
|
||||
---
|
||||
|
||||
## 8. Project Timeline & Review Process
|
||||
|
||||
### 8.1 Project Timeline
|
||||
|
||||
| Milestone | Date | Deliverable | Owner |
|
||||
|-----------|------|-------------|-------|
|
||||
{{#each timeline_milestones}}
|
||||
| {{milestone}} | {{date}} | {{deliverable}} | {{owner}} |
|
||||
{{/each}}
|
||||
|
||||
### 8.2 Review & Approval Process
|
||||
|
||||
**Review Rounds Included**
|
||||
{{review_rounds}}
|
||||
|
||||
**Stakeholders & Approvers**
|
||||
{{#each stakeholders}}
|
||||
- **{{name}}** ({{role}}): {{approval_authority}}
|
||||
{{/each}}
|
||||
|
||||
**Feedback Process**
|
||||
{{feedback_process}}
|
||||
|
||||
**Approval Criteria**
|
||||
{{approval_criteria}}
|
||||
|
||||
**Out-of-Scope Change Process**
|
||||
{{change_process}}
|
||||
|
||||
### 8.3 Communication Plan
|
||||
|
||||
**Status Updates**
|
||||
{{status_update_plan}}
|
||||
|
||||
**Meeting Cadence**
|
||||
{{meeting_cadence}}
|
||||
|
||||
**Point of Contact**
|
||||
- Design Lead: {{design_lead}}
|
||||
- Project Manager: {{project_manager}}
|
||||
- Stakeholder: {{stakeholder_contact}}
|
||||
|
||||
---
|
||||
|
||||
## 9. Testing & Optimization
|
||||
|
||||
### 9.1 A/B Testing Plan
|
||||
|
||||
**Test Objective**
|
||||
{{test_objective}}
|
||||
|
||||
**Test Variables**
|
||||
{{#each test_variables}}
|
||||
- **{{variable}}**: {{variations}}
|
||||
{{/each}}
|
||||
|
||||
**Success Metrics**
|
||||
{{#each test_metrics}}
|
||||
- {{metric}}: Target {{target}}
|
||||
{{/each}}
|
||||
|
||||
**Test Setup**
|
||||
- Sample Size: {{sample_size}}
|
||||
- Test Duration: {{test_duration}}
|
||||
- Statistical Significance: {{significance_threshold}}
|
||||
|
||||
### 9.2 Quality Assurance Checklist
|
||||
|
||||
**Technical QA**
|
||||
- [ ] Mobile responsiveness across devices
|
||||
- [ ] Cross-browser compatibility (Chrome, Firefox, Safari, Edge)
|
||||
- [ ] Page load performance meets targets
|
||||
- [ ] All links and interactions functional
|
||||
- [ ] Form validation working correctly
|
||||
|
||||
**Brand QA**
|
||||
- [ ] Brand guidelines followed
|
||||
- [ ] Messaging approved and accurate
|
||||
- [ ] Legal disclaimers included where required
|
||||
- [ ] Trademark usage correct
|
||||
|
||||
**Accessibility QA**
|
||||
- [ ] WCAG 2.1 AA compliance
|
||||
- [ ] Keyboard navigation functional
|
||||
- [ ] Screen reader compatible
|
||||
- [ ] Sufficient color contrast
|
||||
- [ ] Alt text for all images
|
||||
|
||||
**Performance QA**
|
||||
- [ ] Conversion tracking implemented
|
||||
- [ ] Analytics tags in place
|
||||
- [ ] UTM parameters correct
|
||||
- [ ] A/B test setup validated
|
||||
|
||||
### 9.3 Success Metrics
|
||||
|
||||
**Primary Success Metrics**
|
||||
{{#each primary_metrics}}
|
||||
- **{{metric}}**: Baseline {{baseline}}, Target {{target}}
|
||||
{{/each}}
|
||||
|
||||
**Secondary Success Metrics**
|
||||
{{#each secondary_metrics}}
|
||||
- **{{metric}}**: Baseline {{baseline}}, Target {{target}}
|
||||
{{/each}}
|
||||
|
||||
**Measurement Plan**
|
||||
{{measurement_plan}}
|
||||
|
||||
---
|
||||
|
||||
## 10. Assets & Resources
|
||||
|
||||
### 10.1 Provided Assets
|
||||
|
||||
{{#each provided_assets}}
|
||||
- **{{asset_type}}**: {{asset_location}}
|
||||
{{/each}}
|
||||
|
||||
### 10.2 Brand Resources
|
||||
|
||||
- Brand Guidelines: {{brand_guidelines_url}}
|
||||
- Logo Files: {{logo_files_location}}
|
||||
- Image Library: {{image_library_url}}
|
||||
- Font Files: {{font_files_location}}
|
||||
|
||||
### 10.3 Reference Materials
|
||||
|
||||
{{#each reference_materials}}
|
||||
- **{{material_type}}**: {{material_location}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## 11. Budget & Resources
|
||||
|
||||
### 11.1 Budget Breakdown
|
||||
|
||||
| Item | Cost | Notes |
|
||||
|------|------|-------|
|
||||
{{#each budget_items}}
|
||||
| {{item}} | {{cost}} | {{notes}} |
|
||||
{{/each}}
|
||||
| **Total** | **{{total_budget}}** | |
|
||||
|
||||
### 11.2 Resource Allocation
|
||||
|
||||
**Internal Team**
|
||||
{{#each internal_team}}
|
||||
- {{role}}: {{name}} ({{allocation}})
|
||||
{{/each}}
|
||||
|
||||
**External Partners**
|
||||
{{#each external_partners}}
|
||||
- {{partner}}: {{scope}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## Appendices
|
||||
|
||||
### A. Detailed User Personas
|
||||
{{user_personas}}
|
||||
|
||||
### B. Competitive Analysis
|
||||
{{competitive_analysis}}
|
||||
|
||||
### C. Performance Benchmarks
|
||||
{{performance_benchmarks}}
|
||||
|
||||
### D. Additional References
|
||||
{{additional_references}}
|
||||
|
||||
---
|
||||
|
||||
**Brief Status**: {{brief_status}}
|
||||
**Approval Date**: {{approval_date}}
|
||||
**Approved By**: {{approved_by}}
|
||||
|
||||
**Questions or Clarifications**: {{contact_for_questions}}
|
||||
|
|
@ -0,0 +1,22 @@
|
|||
name: "design-brief"
|
||||
description: "Create comprehensive design brief for marketing creative projects with requirements, objectives, and success criteria"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/design-brief-{{project-name}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: gather-project-requirements
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
instructions: "{project-root}/{bmad_folder}/marketing-ops/workflows/design-brief/instructions.md"
|
||||
template: "{project-root}/{bmad_folder}/marketing-ops/workflows/design-brief/template.md"
|
||||
|
||||
- id: brand-alignment-check
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/brand-system.xml"
|
||||
|
||||
- id: create-brief
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
template: "{project-root}/{bmad_folder}/marketing-ops/templates/design-brief-tmpl.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,16 @@
|
|||
name: "email-design"
|
||||
description: "Create email marketing templates with responsive design and conversion optimization"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/email-design-{{template-name}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: design-brief
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/design-brief/workflow.yaml"
|
||||
|
||||
- id: email-design
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
output_file: "{default_output_file}"
|
||||
|
|
@ -0,0 +1,20 @@
|
|||
name: "landing-page-design"
|
||||
description: "Design conversion-optimized landing page with UX best practices and A/B testing plan"
|
||||
author: "Marketing Ops Module"
|
||||
|
||||
config_source: "{project-root}/{bmad_folder}/marketing-ops/config.yaml"
|
||||
marketing_output_folder: "{marketing_output_path}"
|
||||
default_output_file: "{marketing_output_folder}/landing-page-design-{{page-name}}-{{date}}.md"
|
||||
|
||||
steps:
|
||||
- id: design-brief
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
workflow: "{project-root}/{bmad_folder}/marketing-ops/workflows/design-brief/workflow.yaml"
|
||||
|
||||
- id: mobile-optimization
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
task: "{project-root}/{bmad_folder}/marketing-ops/tasks/mobile-optimization.xml"
|
||||
|
||||
- id: page-design
|
||||
agent: "{bmad_folder}/marketing-ops/agents/marketing-designer.md"
|
||||
output_file: "{default_output_file}"
|
||||
Loading…
Reference in New Issue