# Marketing Intelligence Co-Pilot — Lodge-First Launch

**Date:** 2026-06-04
**Session:** /office-hours
**Status:** APPROVED
**Phase:** A → C → B

---

## Pull Analysis

### Real Customer Discovery

| Customer | Role | Signal |
|----------|------|--------|
| Alex | Mortgage broker / agent | Asked directly for marketing tools |
| Alex Ferrari | Mortgage reseller (from banks) | Needs promotion tools for his pipeline |
| Paul — CMGBank / CMGFI | Board level | Evaluating Opal alternatives — AI token cost too high |
| The lodge | Fraternal network — brokers, insurance, investors | Members watching; if Alex uses it at July meeting, network converts |

### The Business Model in One Sentence

> Alex and the lodge are the proof. CMG is the check.

Bottom-up enterprise:
1. Alex validates it this week
2. Lodge network sees it live in July
3. Paul sees a room already using it → writes the check

### Why CMG Is Replacing Opal

Opal = $15k+/yr. Pain: AI token usage is too expensive. Paul (board) wants to
internalize the capability. SquareMCP is the internal alternative.

---

## Problem Statement

Mortgage brokers, insurance agents, and financial services professionals need
marketing tools to compete but can't afford or justify enterprise platforms.
Individual brokers like Alex have no marketing team. They need a co-pilot.

SquareMCP replaces Opal for CMGBank AND becomes the daily co-pilot for Alex
and the lodge network — at a fraction of the cost.

---

## Narrowest Wedge

**The Monday Morning Brief** — weekly automated email Alex receives:
- What competitors posted last week
- 5 ready-to-post mortgage content drafts  
- Twitter performance from his previous posts

He brings it to the lodge in July. The room asks how to get it. Paul signs.

---

## Build Order: A → C → B

### Phase A — Weeks 1-2 (ship now)

Three tools. One new API key (Serper or Brave Search — **get today**).

| Tool | Signature | Notes |
|------|-----------|-------|
| `create_faq` | `(topic, source_url?) → FAQ[]` | Mortgage Q&A from broker's site |
| `research_competitor` | `(name_or_domain) → CompetitorProfile` | Web search + Twitter |
| `generate_report` | `(type, params) → Markdown` | Emails brief via SMTP |
| `optimize_metadata` | `(source_url) → {title, meta, og, keywords}` | OG/meta tag suggestions |

New files: `src/clients/web-crawler.ts`, `src/clients/web-search.ts`

### Phase C — Weeks 3-4

Cron workflow. Alex registers email once. Brief arrives Monday 7am.
Twitter-only performance in weeks 3-4. IG/FB added in Phase B.
Alex's UX: email delivery only — no login, no dashboard.

### Phase B — Post-July (CMG-funded)

Full dashboard, full workflow engine, LinkedIn analytics, multi-tenant.
Apply for LinkedIn Marketing API partner approval **now**.

---

## Feature Timeline

| Week | Feature | Dependencies |
|------|---------|-------------|
| 1 | Create FAQs | web-crawler.ts |
| 1 | Optimize Metadata | web-crawler.ts |
| 1-2 | Generate Reports | existing tools |
| 2 | Research Competitors | web-search.ts + Serper/Brave key |
| 3-4 | Monday Morning Brief (cron) | all above + workflow_subscriptions table |
| 4 | Monitor Campaigns (Twitter) | Twitter analytics methods |
| 5 | SEO Audits | Cheerio |
| 5-6 | Monitor Campaigns (IG/FB) | Platform analytics APIs |
| Post-July | Dashboard + Workflow Engine | CMG funding |
| Post-July | LinkedIn Analytics | Partner approval |

---

## Open Questions

1. What platforms does Alex post on today?
2. Alex's top 3 competitor brokers geographically?
3. Paul's specific CMG campaign for mid-July?
4. Lodge sector breakdown?

---

## Success Criteria

- [ ] Alex runs FAQs + competitor research + one report by end of Week 2
- [ ] Alex receives first Monday Morning Brief by Week 4
- [ ] Alex brings it to July lodge meeting
- [ ] 3+ lodge members express interest
- [ ] Paul greenlights SquareMCP as Opal alternative by end of July

---

## The Assignment

**This week:** 30-minute call with Alex. Run `create_faq` and
`research_competitor` with him live. Generate the report. Send it.
Watch his reaction. That's the product validation.

---

## Related Files

- `spv/marketing-intelligence-features.md` — original feature spec
- `~/.gstack/projects/garfield-hermes-mcp/garfieldheron-main-design-20260604-110738.md` — full gstack design doc
- Vault: `SquareMCP/2026-06-04-marketing-intelligence-lodge-first.md`
