minhnv0807

Use when conversion TRACKING must be set up or fixed before spending — Meta Pixel and Conversions API, Google Ads conversions with Enhanced Conversions, GA4, TikTok Pixel and Events API, server-side GTM, consent mode for GDPR and CCPA, UTM conventions, iOS ATT attribution windows, and a pre-launch verification checklist. Trigger on 'tracking setup', 'pixel setup', 'CAPI', 'GA4 events', 'conversions are not being recorded', 'Meta and Shopify numbers do not match'. Also use when launch is imminent and nothing has been verified. Not for — auditing a live account broadly, see `21-ads-audit-global`; analyzing data once it flows, see `13-data-analysis-global`; the campaign hierarchy, see `52-account-structure-global`.

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Use when warm audiences need a plan — retargeting tiers by intent and recency, a different message per tier, frequency caps, attribution windows, lookalike seeds, exclusion rules, and a first-party data base that survives iOS ATT and cookie deprecation. Trigger on 'retargeting', 'remarketing', 'warm audience', 'custom audience setup', 'retarget cart abandoners', 'my retargeting pool is too small'. Also use when the user says people visit once and never come back. Not for — cold prospecting audiences, see `51-audience-research-global`; the pixel and events that feed these audiences, see `53-tracking-setup-global`; email win-back flows, see `14-email-marketing-global`; raising budgets, see `55-scaling-ads-global`.

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Use when the user needs to WRITE a marketing report someone else will read — a one-page weekly for a CEO, a full monthly, or a quarterly strategy report with TL;DR, results versus target, insight, decisions needed, and next actions with owners. Trigger on 'marketing report', 'monthly report', 'weekly update for my boss', 'report for the client', 'quarterly summary', 'turn these numbers into a report'. Also use when the user says a stakeholder is asking how marketing is doing. Not for — diagnosing why the numbers are bad, see `03-performance-eval-global`; turning a raw export into insight, see `13-data-analysis-global`; a closed campaign retrospective, see `63-campaign-retrospective-global`.

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Use when someone outside the marketing team has to film — a customer for UGC, an employee for EGC, or a paid creator or KOC — and needs a brief: talking points, shooting guide, do and do-not list, usage rights, deliverables, and batch management. Trigger on 'UGC brief', 'creator brief', 'KOC brief', 'brief for employee videos', 'what do I tell the influencer', 'we hired a creator to film'. Also use when the user asks how to get customers to make videos for the brand. Not for — a script the team writes and shoots itself, see `04-script-video-global`; edit direction for footage already shot, see `44-video-editor-brief-global`; posting inside communities, see `38-community-seeding-global`.

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Use when the user needs a spoken script for short-form video — TikTok, Reels, or YouTube Shorts — with a 3-part hook, second-by-second beats, two A/B variants, shoot notes, and a viral score. Switches between product mode and personal brand mode from the context file. Trigger on 'video script', 'TikTok script', 'Reels script', 'Shorts script', 'what should I say in the video', 'write me a hook for a video'. Also use when the user has a video idea and knows only the topic. Not for — cut and edit instructions for an editor, see `44-video-editor-brief-global`; paid ad copy, see `05-ad-copy-global`; briefing an outside creator to film it, see `06-ugc-egc-brief-global`.

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Use when the user needs to understand customers deeply enough to write copy and pick targeting — consumer versus shopper, JTBD, layered persona, internal monologue, pain map, objection list, journey map, and a customer language bank pulled from real reviews and DMs. Trigger on 'customer insight', 'buyer persona', 'who is my customer', 'what do they actually want', 'jobs to be done', 'why do they hesitate before buying'. Also use when the user cannot explain who the product is for. Not for — intake questions when an agency signs a new client, see `20-client-intake-brief-global`; paid audience targeting setup, see `51-audience-research-global`; competitor study, see `08-competitor-research-global`.

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Use when a specific campaign needs a brief the whole team can execute from — context, objective, audience, core message, creative direction, channels, deliverables, week-by-week timeline, approval gates, and risks. Trigger on 'campaign brief', 'creative brief', 'launch brief', 'brief the team on this campaign', 'we are running a promo next month', 'what is the plan for this campaign'. Also use when the user describes a promotion out loud and asks for something the team can actually run. Not for — the whole period plan, see `00-marketing-plan-global`; the list of design files needed, see `41-campaign-asset-list-global`; assigning work to one person, see `64-team-brief-global`; a new product launch sequence, see `59-go-to-market-global`.

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Use when the user needs a monthly or weekly content calendar — posting schedule per channel, funnel ratio, content pillars, repurposing matrix, and an owner per slot. Trigger on 'content calendar', 'posting schedule', 'what should we post this month', 'editorial calendar', 'social media plan', 'we post randomly with no plan'. Also use when the user only says the team keeps running out of things to post. Not for — the brief for one specific post, see `36-content-brief-global`; the caption text itself, see `37-social-caption-global`; deciding next period content from last period data, see `40-next-content-plan-global`; a paid campaign timeline, see `02-campaign-brief-global`.

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Use when the user needs to understand competitors — direct, indirect, and substitute tiers, positioning map, SWOT, ad and content benchmark, pricing comparison, and the market gap to attack, using SimilarWeb, Ahrefs, Semrush, and the Meta Ad Library. Trigger on 'competitor research', 'competitive analysis', 'what are competitors running', 'who else sells this', 'why do people pick them over us', 'benchmark us against the market'. Also use when the user sends a competitor link and asks for an opinion. Not for — understanding the customer rather than the rival, see `09-customer-insight-global`; turning difference into a statement, see `58-positioning-global`; paid targeting, see `51-audience-research-global`.

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Use when the user needs an overall marketing plan for a period — objectives, segments, positioning, channel mix, content direction, budget, timeline, KPIs, and a risk matrix, adapted to US, EU, SEA, or LATAM. Trigger on 'marketing plan', 'marketing strategy for next year', 'go-to-market roadmap', 'plan for Q3', 'we have no marketing plan', 'where should we spend next quarter'. Also use when a founder only says the business needs to grow and has no idea which channel to start with. Not for — one specific campaign, see `02-campaign-brief-global`; working backward from a revenue goal to spend, see `10-reverse-kpi-global`; splitting a budget across channels and months, see `61-budget-planning-global`; taking a brand new product to market, see `59-go-to-market-global`.

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Use when the next period ADS plan must be built from last period results — read the report and the audit, keep and scale winners, stop or fix losers, set new test hypotheses, split budget, plan three budget scenarios, and schedule the creative pipeline. Trigger on 'next month ads plan', 'plan ads from the report', 'what should we run next month', 'Q4 ads plan', 'next quarter media plan', 'the month ended, now what'. Also use when a report and an audit both exist and no decisions have been made. Not for — the first media plan before any data, see `54-media-plan-global`; scoring the account, see `21-ads-audit-global`; the next period CONTENT plan, see `40-next-content-plan-global`.

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Use when a WINNING ad has to be scaled without breaking it — readiness checks, vertical scaling at plus 20 to 30 percent per step, horizontal scaling into new audiences, creatives, and channels, learning-phase reset risk, how Advantage+ and Performance Max behave when scaled, creative refresh cadence, and the signals that mean stop. Trigger on 'scale ads', 'increase the ad budget', 'scale a winner', 'CPA went up after I scaled', 'how fast can I scale', 'it worked at 50 a day and broke at 200'. Not for — fixing an account that is not working yet, see `03-performance-eval-global`; warm audience plans, see `56-retargeting-plan-global`; proving the winner first, see `19-ab-test-setup-global`.

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Use when a PAID MEDIA plan is needed — work backward from revenue to max CPA and required budget, split spend across channels, funnel stages, and campaign types, build a ramp-up timeline, set KPI targets per channel, and prepare a contingency plan. Trigger on 'media plan', 'paid media budget', 'how much should I spend on ads', 'channel mix for the campaign', 'plan the ad budget', 'we have 10k a month and no plan'. Also use when a budget number exists and nobody has decided where it goes. Not for — the pure revenue-to-budget math, see `10-reverse-kpi-global`; the whole marketing budget including non-paid, see `61-budget-planning-global`; the next period plan built from results, see `57-next-ads-plan-global`.

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Use when an ad account HIERARCHY needs designing or cleaning up — campaign, ad set, and ad structure by objective, a naming convention that keeps data readable, CBO versus ABO by stage, how many ad sets and creatives to run, and the minimum daily budget an ad set needs to exit learning. Trigger on 'account structure', 'campaign structure', 'naming convention', 'how many ad sets should I run', 'CBO or ABO', 'our account is a mess of duplicated campaigns'. Not for — scoring an existing account against 84 checkpoints, see `21-ads-audit-global`; pixel and conversion setup, see `53-tracking-setup-global`; budget across channels, see `54-media-plan-global`; scaling a winner, see `55-scaling-ads-global`.

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Use when responsive HTML email has to render correctly in every client — table-based structure, inline CSS, 600px max width, dark mode handling, quirks for Gmail, Apple Mail, Outlook and Yahoo, bulletproof buttons, and a pre-send test checklist, shipping a self-contained .html file to paste into Klaviyo, Mailchimp, HubSpot, or Brevo. Trigger on 'HTML email', 'code an email template', 'responsive email', 'why does my email break in Outlook', 'email dark mode is broken', 'the newsletter looks wrong on mobile'. Not for — sequence strategy and subject lines, see `14-email-marketing-global`; a web page, see `12-landing-page-brief-global`; brand colors and fonts, see `46-brand-guideline-global`.

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Use when a LIVE campaign needs a new asset the same day — creative fatigue, CTR decay, climbing frequency, or a new angle to test: stripped-down input, duplicate the winning creative and change only what is listed, a one-page template, and a hard SLA so the designer ships in 2-4 hours. Trigger on 'quick brief', 'need an asset fast', 'creative fatigue', 'swap the creative today', 'frequency is too high', 'the ad is dying and we need a new one'. Not for — planning assets before launch, see `41-campaign-asset-list-global`; a full concept brief with time to spare, see `42-image-brief-global`; resizing an existing master, see `50-asset-resize-global`; raising budget on a winner, see `55-scaling-ads-global`.

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Use when a finished DESIGN needs scoring and feedback — brand consistency, hierarchy plus readability plus accessibility, conversion elements, and platform fit, 10 points each, with per-issue feedback in issue, why, and how-to-fix form and a verdict of approve, minor fix, or redo. Trigger on 'design review', 'review this design', 'score this creative', 'is this design good', 'brand check on this banner', 'can we ship this or not'. Also use when the user just sends an image and asks for thoughts. Not for — reviewing copy and briefs, see `62-marketing-review-global`; writing the brief before production, see `42-image-brief-global`; the brand rules being checked against, see `46-brand-guideline-global`.

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Use when brand VISUAL rules have to be created or updated — brand personality, color system, typography, logo usage, imagery and visual tone, component rules, accessibility contrast, standard asset sizes, and file naming. It is the source document every design skill and the Brand Hub reads. Trigger on 'brand guideline', 'brand book', 'style guide', 'brand standards', 'our designs all look different', 'update the brand palette'. Also use when the user has a logo and nothing written down. Not for — how the brand SOUNDS in writing, see `35-brand-voice-global`; positioning and the message, see `58-positioning-global`; briefing one asset, see `42-image-brief-global`; scoring a design, see `47-design-review-global`.

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Use when a designer needs hands-on production direction inside a tool — Canva, Figma, or Adobe Express: which template to start from, the operating order, element-by-element mapping, grid and spacing, brand kit colors and fonts, export checklist, and the dos and do-nots. Trigger on 'Canva brief', 'Figma brief', 'production direction', 'how do I build this in Canva', 'layout direction for the designer', 'the junior designer needs step by step'. Not for — the creative concept for a static, see `42-image-brief-global`; the concept for a slide sequence, see `43-carousel-brief-global`; the brand rules being applied, see `46-brand-guideline-global`; adapting one master into every size, see `50-asset-resize-global`.

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Use when ONE static image needs a full brief for a designer or photographer — visual objective, concept and mood, composition, overlay copy, colors and fonts read from the brand guideline, per-channel dimensions, deliverables, and approval criteria. Trigger on 'image brief', 'banner brief', 'thumbnail brief', 'brief for the designer', 'how should this graphic look', 'the design came back wrong again'. Also use when the user has a post idea and needs to explain the visual. Not for — a multi-slide sequence, see `43-carousel-brief-global`; tool-level production steps in Canva or Figma, see `45-design-tool-brief-global`; generating the image with AI, see `30-design-master-global`; an urgent same-day swap, see `48-quick-visual-brief-global`.

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Use when a campaign needs its full design asset list before anyone opens a tool — asset type, dimensions, channel, quantity, priority, owner, deadline, and status, with deadlines counted backward from launch day on a T-14 to D+1 timeline plus a naming convention. Trigger on 'campaign asset list', 'what does the designer need', 'list the design files', 'creative asset plan', 'how many banners do we need', 'the designer keeps asking what to make'. Not for — the spec for one individual image, see `42-image-brief-global`; a slide sequence, see `43-carousel-brief-global`; an urgent mid-campaign swap, see `48-quick-visual-brief-global`; resizing an existing master, see `50-asset-resize-global`.

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Use when a team wants to design, audit, or operate an AI Marketing OS — a Brand Hub source of truth, role-based AI projects for leader, content, design, performance, and knowledge, skill chains, ChatGPT plus Claude plus NotebookLM workflows, MCP connectors, a Notion or Drive second brain, ads data loops, SOPs, weekly reviews, and handoffs. Trigger on 'AI marketing OS', 'set up our marketing AI system', 'Brand Hub', 'AI workflow for the team', 'MCP for ads data', 'how do I make AI actually useful for marketing'. Not for — one campaign brief, see `02-campaign-brief-global`; the weekly report, see `07-marketing-report-global`; the brand visual rules, see `46-brand-guideline-global`; the product context file, see `product-marketing-context-global`.

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Use when the user needs B2B pipeline work — ICP and account lists, prospecting, cold email and LinkedIn outbound sequences, lead scoring, MQL to SQL handoff, sales decks, objection handling, demo scripts, CRM pipeline hygiene, and RevOps reporting. Trigger on 'find leads', 'prospect list', 'cold email sequence', 'outbound campaign', 'lead scoring model', 'our pipeline is empty', 'sales deck for enterprise buyers'. Also use when the user has a strong product and no route to the companies that need it. Not for — consumer lifecycle email, see `14-email-marketing-global`; the offer being sold, see `31-offer-design-global`; positioning against rivals, see `58-positioning-global`; inbound content, see `36-content-brief-global`.

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Use when the user wants SEO growth, AI SEO, GEO/AEO, Google visibility, ChatGPT or Perplexity citations, schema, structured data, llms.txt, programmatic SEO, local SEO, comparison and alternative pages, directory submissions, Product Hunt, G2/Capterra, backlinks, or a site audit. Trigger on 'SEO audit', 'AI search visibility', 'AI citations', 'schema markup', 'pSEO', 'alternative page', 'submit to directories', or 'backlink plan'. Not for first-time Google Business Profile setup, see `11-channel-setup-global`; not for writing the articles themselves, see `36-content-brief-global`.

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