95b4138f87
- spv/marketing-intelligence-features.md — full 7-feature technical spec with build order, dependency map, and tool signatures - spv/lodge-first-launch-design.md — approved office hours design doc; Phase A→C→B sequencing targeting Alex/lodge July demo and CMG Opal replacement; includes pull analysis and success criteria Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
136 lines
4.3 KiB
Markdown
136 lines
4.3 KiB
Markdown
# Marketing Intelligence Co-Pilot — Lodge-First Launch
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**Date:** 2026-06-04
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**Session:** /office-hours
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**Status:** APPROVED
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**Phase:** A → C → B
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---
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## Pull Analysis
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### Real Customer Discovery
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| Customer | Role | Signal |
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|----------|------|--------|
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| Alex | Mortgage broker / agent | Asked directly for marketing tools |
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| Alex Ferrari | Mortgage reseller (from banks) | Needs promotion tools for his pipeline |
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| Paul — CMGBank / CMGFI | Board level | Evaluating Opal alternatives — AI token cost too high |
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| The lodge | Fraternal network — brokers, insurance, investors | Members watching; if Alex uses it at July meeting, network converts |
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### The Business Model in One Sentence
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> Alex and the lodge are the proof. CMG is the check.
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Bottom-up enterprise:
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1. Alex validates it this week
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2. Lodge network sees it live in July
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3. Paul sees a room already using it → writes the check
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### Why CMG Is Replacing Opal
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Opal = $15k+/yr. Pain: AI token usage is too expensive. Paul (board) wants to
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internalize the capability. SquareMCP is the internal alternative.
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---
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## Problem Statement
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Mortgage brokers, insurance agents, and financial services professionals need
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marketing tools to compete but can't afford or justify enterprise platforms.
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Individual brokers like Alex have no marketing team. They need a co-pilot.
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SquareMCP replaces Opal for CMGBank AND becomes the daily co-pilot for Alex
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and the lodge network — at a fraction of the cost.
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---
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## Narrowest Wedge
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**The Monday Morning Brief** — weekly automated email Alex receives:
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- What competitors posted last week
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- 5 ready-to-post mortgage content drafts
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- Twitter performance from his previous posts
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He brings it to the lodge in July. The room asks how to get it. Paul signs.
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---
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## Build Order: A → C → B
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### Phase A — Weeks 1-2 (ship now)
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Three tools. One new API key (Serper or Brave Search — **get today**).
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| Tool | Signature | Notes |
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|------|-----------|-------|
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| `create_faq` | `(topic, source_url?) → FAQ[]` | Mortgage Q&A from broker's site |
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| `research_competitor` | `(name_or_domain) → CompetitorProfile` | Web search + Twitter |
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| `generate_report` | `(type, params) → Markdown` | Emails brief via SMTP |
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| `optimize_metadata` | `(source_url) → {title, meta, og, keywords}` | OG/meta tag suggestions |
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New files: `src/clients/web-crawler.ts`, `src/clients/web-search.ts`
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### Phase C — Weeks 3-4
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Cron workflow. Alex registers email once. Brief arrives Monday 7am.
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Twitter-only performance in weeks 3-4. IG/FB added in Phase B.
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Alex's UX: email delivery only — no login, no dashboard.
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### Phase B — Post-July (CMG-funded)
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Full dashboard, full workflow engine, LinkedIn analytics, multi-tenant.
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Apply for LinkedIn Marketing API partner approval **now**.
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---
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## Feature Timeline
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| Week | Feature | Dependencies |
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|------|---------|-------------|
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| 1 | Create FAQs | web-crawler.ts |
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| 1 | Optimize Metadata | web-crawler.ts |
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| 1-2 | Generate Reports | existing tools |
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| 2 | Research Competitors | web-search.ts + Serper/Brave key |
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| 3-4 | Monday Morning Brief (cron) | all above + workflow_subscriptions table |
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| 4 | Monitor Campaigns (Twitter) | Twitter analytics methods |
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| 5 | SEO Audits | Cheerio |
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| 5-6 | Monitor Campaigns (IG/FB) | Platform analytics APIs |
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| Post-July | Dashboard + Workflow Engine | CMG funding |
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| Post-July | LinkedIn Analytics | Partner approval |
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---
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## Open Questions
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1. What platforms does Alex post on today?
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2. Alex's top 3 competitor brokers geographically?
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3. Paul's specific CMG campaign for mid-July?
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4. Lodge sector breakdown?
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---
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## Success Criteria
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- [ ] Alex runs FAQs + competitor research + one report by end of Week 2
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- [ ] Alex receives first Monday Morning Brief by Week 4
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- [ ] Alex brings it to July lodge meeting
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- [ ] 3+ lodge members express interest
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- [ ] Paul greenlights SquareMCP as Opal alternative by end of July
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---
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## The Assignment
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**This week:** 30-minute call with Alex. Run `create_faq` and
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`research_competitor` with him live. Generate the report. Send it.
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Watch his reaction. That's the product validation.
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---
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## Related Files
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- `spv/marketing-intelligence-features.md` — original feature spec
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- `~/.gstack/projects/garfield-hermes-mcp/garfieldheron-main-design-20260604-110738.md` — full gstack design doc
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- Vault: `SquareMCP/2026-06-04-marketing-intelligence-lodge-first.md`
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