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Zhongwei Li
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---
name: channel-roadmap-kit
description: Template system for building quarterly social channel roadmaps with KPIs
and experiments.
---
# Channel Roadmap Kit Skill
## When to Use
- Updating quarterly or monthly channel strategies.
- Aligning stakeholders on goals, KPIs, and experimentation focus.
- Communicating trade-offs on budget, bandwidth, and channel mix.
## Framework
1. **Channel Mandates** define role, audience, KPIs, and health metrics per platform.
2. **Goal & KPI Stack** connect business objectives to reach, engagement, demand metrics.
3. **Content & Experiment Pillars** document themes, tentpoles, evergreen programs, and tests.
4. **Budget & Resourcing** allocate spend, creators, tooling, and operational support.
5. **Governance** approval flow, compliance requirements, and risk watchlist.
## Templates
- Channel one-pager (overview, KPIs, status, experiments).
- Quarterly roadmap deck with heatmap view of initiatives.
- Budget + resource tracker with justification notes.
## Tips
- Keep a running backlog of experiments to plug into future quarters.
- Pair qualitative insight slides with KPI clips for executive storytelling.
- Use with `plan-channel-roadmap` command for automation.
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---
name: community-sentiment-dashboard
description: Reporting template for tracking sentiment, risks, and advocacy signals
across social + community channels.
---
# Community Sentiment Dashboard Skill
## When to Use
- Weekly/monthly social listening readouts.
- Real-time monitoring during launches, incidents, or crisis scenarios.
- Executive updates that require quantified sentiment + qualitative insights.
## Framework
1. **Signal Sources** social listening feeds, community platforms, support tags, surveys.
2. **Sentiment Stack** volume, sentiment %, topics, influencer tiers, escalation status.
3. **Risk/Opportunity Board** flagged issues, severity, owners, response progress.
4. **Advocacy Spotlight** top advocates, UGC, partnership opportunities.
5. **Action Register** follow-ups routed to comms, product, support, leadership.
## Templates
- Dashboard slide layout (KPI tiles + trend graphs + highlights/lowlights).
- Escalation tracker with severity, owner, due date, next update.
- Advocate tracker with contact info, potential activation ideas.
## Tips
- Set alert thresholds per channel to avoid noise fatigue.
- Pair qualitative snippets with data visuals for executive context.
- Use with `monitor-community-sentiment` for automated packet generation.
---

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---
name: creative-iteration-playbook
description: Framework for briefing, testing, and scaling social creative variations.
---
# Creative Iteration Playbook Skill
## When to Use
- Refreshing creative fatigued campaigns.
- Coordinating rapid creative experiments across paid + organic teams.
- Documenting learnings with reusable creative formulas.
## Framework
1. **Creative Brief Template** hook, CTA, proof, editing guidelines, mandatory/legal notes.
2. **Testing Matrix** map variables (concept, format, CTA, length, hook) across channels.
3. **Production Workflow** intake → concept → script/copy → edit → QA → publish.
4. **Measurement & Tagging** UTM/tag schema, performance scoreboard, insights log.
5. **Scaling Guidelines** roll-out thresholds, localization, evergreen library updates.
## Templates
- Single-slide creative brief + checklist.
- Experiment tracker w/ hypotheses, variants, outcomes, next steps.
- Evergreen asset library structure with tagging conventions.
- **GTM Agents Hook/CTA Library** per-channel prompt bank pulled from GTM Agents Social Media Manager playbooks @puerto/README.md#183-212.
- **Runbook for Paid + Organic Sync** outlines Monday creative standup, Wednesday QA, Friday results readout.
- **Guardrail Sheet** min engagement/CVR per channel before pausing or pivoting.
## Tips
- Pair qualitative notes (comments, watch time) with quantitative metrics.
- Rotate creators and formats to avoid burnout and discover new winners.
- Use with `build-social-calendar` and `campaign-optimization-manager` workflows.
- Define success + kill thresholds before launching (e.g., CTR ≥1.5% for X, hook retention ≥35% on Reels).
- Mirror GTM Agents escalation tree: Social Strategist → Marketing Director → Comms lead within 15 mins if sentiment spikes negative.
- Keep Serena + Playwright handy for rapid landing page tweaks + visual QA.
## GTM Agents Creative Iteration Overlay
1. **Cadence**
- Monday: backlog grooming + prioritization (use hook library to seed briefs).
- Tuesday/Wednesday: production + QA (Pair design + copy pods, run Playwright visual checks).
- Thursday: launch + monitor guardrails in near real-time.
- Friday: learning sync → update evergreen library + share top performers in Weekly Packet.
2. **Guardrail Actions**
- If two variants miss guardrails consecutively, trigger Sequential Thinking mini-RCA.
- Pause paid boosts if CPA worsens >20% vs baseline; notify Growth + RevOps.
3. **Insight Logging**
- Capture quote-sized "formula" (hook + format + CTA) for each winning asset; store with metrics + reuse plan.
## Tool Hooks
- **Serena** patch landing page snippets or marketing automation flows referenced in creative tests.
- **Context7** pull latest platform best-practice docs (LinkedIn ads specs, TikTok ratios) without leaving Claude.
- **Sequential Thinking** facilitate post-test retros and iteration hypotheses.
- **Playwright** automate screenshot packs for creative QA and stakeholder review.
---

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---
name: social-calendar-system
description: Operational template for building social content calendars with approvals
and publishing workflows.
---
# Social Calendar System Skill
## When to Use
- Planning monthly/quarterly content cadences across multiple channels.
- Coordinating creative, copy, compliance, and publishing teams.
- Tracking asset production status, approvals, and performance follow-ups.
## Framework
1. **Planning Grid** date, channel, campaign, hook, CTA, creative needs, owner.
2. **Workflow Stages** concept → copy → creative → compliance → scheduled → published → recap.
3. **Approval Matrix** stakeholder list, SLAs, fallback approvers, escalation criteria.
4. **Publishing Toolkit** UTMs, tagging, asset specs, accessibility checklist.
5. **Retrospective Tracker** performance snapshot, learnings, reuse tags.
## Templates
- Calendar spreadsheet template with filters and status columns.
- Approval routing form + automated reminder checklist.
- Publishing checklist with QA steps per platform.
- **GTM Agents Channel Prompt Library** CTA + hook examples per LinkedIn, X, TikTok, YouTube Shorts @puerto/README.md#183-212.
- **Weekly Performance Packet** table covering reach, engagement, click/share ratio, SQL influence, sentiment summary.
- **Crisis Escalation Tree** Social Media Manager → Marketing Director → Comms lead.
## Tips
- Define color-coding or status chips to quickly spot blockers.
- Record creative/performance notes to accelerate future refresh cycles.
- Pair with `build-social-calendar` for auto-populated grids.
- Set guardrails: per-channel minimum engagement rate (e.g., LinkedIn ≥2.5%, X ≥1.5%), unsubscribe or opt-out thresholds for paid boosts.
- Mirror GTM Agents cadence: Monday plan review, Wednesday creative QA, Friday performance readout.
- Keep an escalation macro ready—if sentiment dips below GTM Agents's acceptable range (RAG red), pause scheduled posts within 15 minutes.
## GTM Agents Social Orchestration Overlay
1. **Channel Pods** assign pod leads per platform with shared brief + KPIs.
2. **Creative Sprint Sync** align with design/creative team on asset counts, format specs, and deadlines.
3. **Distribution Tree** map how primary stories cascade into derivative assets (threads, carousels, reels, shorts).
4. **Insights Loop** every Friday, share the Weekly Performance Packet with Growth, Demand Gen, and Exec comms.
## Reporting Template
```
Week Ending: <Date>
Channel | Goal | Target KPI | Actual | Guardrail | Notes
LinkedIn | Demand gen POV | Engagement ≥2.5% | 3.1% | 1.8% | Exceeded; repurpose for email snippet
X | Thought leadership | CTR ≥1.5% | 1.1% | 1.0% | Slight dip; test hook variant
...
Top Performing Assets:
- <Title> reason, reuse plan
Risks/Escalations:
- <Issue> owner, action
```
## Guardrail Actions
- Pause channel queue if guardrail broken twice in 48h and notify Marketing Director.
- Trigger Playwright-driven QA if landing page links change mid-campaign.
- Use Sequential Thinking to run a quick RCA when sentiment scores fall below threshold for two consecutive reports.
---