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Zhongwei Li
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---
name: budget-optimization
description: Use when reallocating spend across channels/ad sets or setting guardrails
to stay on plan.
---
# Budget Optimization & Pacing Skill
## When to Use
- Weekly/monthly budget reviews.
- Mid-flight adjustments after performance shifts.
- Preparing reforecast scenarios for finance.
## Framework
1. **Reference Plan** planned vs actual spend, CPA/CPL, pipeline, ROAS.
2. **Efficiency Bands** thresholds for pulling back or scaling (e.g., ±20% vs target CPA).
3. **Scenario Modeling** reallocate budget to best-performing ad sets while respecting learning phase minimums.
4. **Guardrails** set daily caps, alerts, and auto rules for overspend or underdelivery.
## Checklist
- Align reporting windows with attribution (24h, 7d click, 28d view if available).
- Confirm finance approvals before large shifts.
- Document rationale for every reallocation.
- Update forecast + capacity plans (e.g., SDR follow-up) when pipeline mix changes.
## Templates
- Budget tracker spreadsheet (plan vs actual vs forecast).
- Scenario calculator (impact of shifting X% spend).
- Alert configuration guide (platform and BI tools).
## Tips
- Reserve 510% of spend for rapid experiments.
- Keep retargeting budgets proportional to audience size to avoid fatigue.
- Sync with lifecycle team so automation throughput can handle new volume.
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---
name: campaign-architecture
description: Use when structuring paid media campaigns/ad sets to balance testing,
delivery, and optimization constraints.
---
# Campaign Architecture Patterns Skill
## When to Use
- Designing new campaigns across multiple platforms.
- Reorganizing accounts bloated with overlapping audiences or learning-phase resets.
- Planning test cells to isolate variables (audience, creative, bidding).
## Framework
1. **Objective Alignment** match campaign objective to business KPIs + conversion events.
2. **Hierarchical Testing** campaign = goal, ad set = audience/bid, ad = creative variant.
3. **Budget Strategy** CBO vs ABO, pacing guardrails, flighting.
4. **Signal Quality** ensure each ad set receives enough conversions/week.
5. **Lifecycle Coverage** separate prospecting, retargeting, and customer expansion streams.
## Templates
- Naming convention guide (Channel_CampaignGoal_Audience_TestID).
- Funnel coverage matrix (stage vs channel vs messaging).
- Test design brief (variable, hypothesis, metric, sample size, duration).
## Tips
- Limit active tests to preserve learning phase stability.
- Centralize exclusions (existing customers, employees, low-LTV segments).
- Archive underperforming structures monthly to maintain account health.
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---
name: creative-variants
description: Use when developing hooks, visuals, and copy variations for paid campaigns
across channels.
---
# Creative Variant Playbooks Skill
## When to Use
- Kicking off new campaigns needing multiple creative angles.
- Refreshing fatigued ads to regain performance.
- Running systematic creative testing programs.
## Framework
1. **Hook Library** benefit, problem, proof, story, contrarian, curiosity.
2. **Format Matrix** channel x format (video, carousel, single image, text ad) with unique requirements.
3. **Story Formula** Hook → Value Proof → CTA; adapt for each channel.
4. **Voice & Tone** align with persona (executive vs practitioner) and funnel stage.
## Checklist
- ✅ Unique headline + body copy per variant.
- ✅ Visuals sized and optimized per channel.
- ✅ CTA and offer match landing page.
- ✅ Accessibility: subtitles, alt text, high contrast.
- ✅ Compliance/legal disclaimers added.
## Templates
- Variant tracker (concept, hook, asset link, status, performance snapshot).
- Caption/copy bank with placeholders and emoji/hashtag guidance.
- Video storyboard sheet.
## Tips
- Pair evergreen and timely hooks to keep pipelines fresh.
- Recycle top-performing organic content into paid variations.
- Archive learnings in a centralized asset library.
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