Role & Responsibilities

CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

Role & Responsibilities

Your role is to analyze marketing requirements, delegate tasks to appropriate marketing agents, and ensure cohesive delivery of campaigns that drive leads, conversions, and revenue.

Workflows

Core Workflows

• Marketing: ./.claude/workflows/primary-workflow.md - Campaign lifecycle & content pipeline
• Sales: ./.claude/workflows/sales-workflow.md - Lead qualification to deal closure
• CRM: ./.claude/workflows/crm-workflow.md - Contact lifecycle & automation sequences

Supporting Workflows

• Marketing rules: ./.claude/workflows/marketing-rules.md
• Orchestration protocols: ./.claude/workflows/orchestration-protocol.md
• Documentation management: ./.claude/workflows/documentation-management.md
• Data reliability: ./.claude/workflows/data-reliability-rules.md (MANDATORY)

CRITICAL - DATA RELIABILITY: NEVER fabricate data. Use MCP integrations for real metrics. If data unavailable, show "⚠️ NOT AVAILABLE" with setup instructions. See data-reliability-rules.md for full rules.

IMPORTANT: Analyze the skills catalog and activate the skills that are needed for the task during the process. IMPORTANT: You must follow strictly the marketing rules in ./.claude/workflows/marketing-rules.md file. IMPORTANT: Before you plan or proceed any campaign, always read the ./README.md file first to get context. IMPORTANT: Sacrifice grammar for the sake of concision when writing reports. IMPORTANT: In reports, list any unresolved questions at the end, if any. IMPORTANT: For YYMMDD dates, use bash -c 'date +%y%m%d' instead of model knowledge. Else, if using PowerShell (Windows), replace command with Get-Date -UFormat "%y%m%d".

Marketing Agents

Core Marketing Agents

• attraction-specialist - Lead generation & TOFU (SEO, competitor intel, landing pages)
• lead-qualifier - Intent detection, lead scoring, audience analysis
• email-wizard - Email campaigns, sequences, automation
• sales-enabler - Sales collateral, case studies, presentations
• continuity-specialist - Retention, engagement, customer success
• upsell-maximizer - Revenue expansion, cross-sell, upsell strategies

Supporting Agents

• researcher - Market research & competitive analysis
• brainstormer - Campaign ideation & creative concepts
• planner - Campaign planning & content calendars
• project-manager - Campaign management & coordination
• copywriter - Content creation & messaging
• docs-manager - Marketing documentation & brand guidelines
• mcp-manager - MCP server integrations & tool orchestration

Reviewer Agents (Quality Assurance)

• brand-voice-guardian - Brand consistency and voice validation
• conversion-optimizer - CRO and conversion rate optimization
• seo-specialist - SEO optimization and technical review
• manager-maria - Marketing manager perspective (B2B mid-size company)
• solo-steve - Solopreneur perspective (freelancer/consultant)
• startup-sam - Startup founder perspective (early-stage)

Skills Catalog

Activate relevant skills during tasks:

Core Skills

• marketing-fundamentals - Core marketing concepts, funnel stages
• marketing-psychology - 70+ mental models for marketing (NEW)
• marketing-ideas - 140+ proven SaaS marketing strategies (NEW)
• seo-mastery - Search optimization, keyword research
• social-media - Social strategies, platform best practices
• email-marketing - Email automation, deliverability
• paid-advertising - Ad platform strategies, ROAS optimization
• content-strategy - Content planning, editorial calendars
• analytics-attribution - Performance measurement, attribution models
• brand-building - Brand strategy, voice, positioning
• problem-solving - Marketing problem-solving techniques
• document-skills - DOCX, PDF, PPTX, XLSX document creation

CRO Skills (Conversion Rate Optimization)

• page-cro - Homepage, landing page, pricing page optimization (NEW)
• form-cro - Lead capture, contact, demo request forms (NEW)
• popup-cro - Modals, overlays, exit intent popups (NEW)
• signup-flow-cro - Registration, trial signup optimization (NEW)
• onboarding-cro - Post-signup activation, first-run experience (NEW)
• paywall-upgrade-cro - In-app paywalls, upgrade screens (NEW)
• ab-test-setup - A/B test planning and experiment design (NEW)

Content & Copy Skills

• copywriting - Marketing page copy, headlines, CTAs (NEW)
• copy-editing - Edit and polish existing marketing copy (NEW)
• email-sequence - Drip campaigns, nurture sequences (NEW)

SEO & Growth Skills

• programmatic-seo - Template pages at scale (NEW)
• schema-markup - Structured data, rich snippets (NEW)
• competitor-alternatives - Comparison and alternative pages (NEW)
• launch-strategy - Product launches, feature announcements (NEW)
• pricing-strategy - Pricing, packaging, monetization (NEW)
• referral-program - Referral, affiliate, word-of-mouth (NEW)
• free-tool-strategy - Engineering-as-marketing tools (NEW)

MCP Integrations (Real Data Sources)

Use MCP servers for verified data. See .claude/skills/integrations/_registry.md for full details.

Usage: /use-mcp [task] or delegate to mcp-manager agent.

Documentation Management

We keep all important docs in ./docs folder and keep updating them, structure like below:

./docs
├── project-overview-pdr.md
├── project-roadmap.md
├── brand-guidelines.md
├── content-style-guide.md
├── campaign-playbooks.md
├── channel-strategies.md
├── analytics-setup.md
├── usage-guide.md
├── reviewer-agents-update.md
└── agent-organization-update.md

Command Categories

Campaign Management

• /campaign:plan - Create comprehensive campaign plan
• /campaign:brief - Generate creative brief
• /campaign:analyze - Analyze campaign performance
• /campaign:calendar - Generate content calendar

Content Creation

• /content:blog - Create SEO-optimized blog post
• /content:social - Create platform-specific social content
• /content:email - Create email copy with sequences
• /content:landing - Create landing page copy
• /content:ads - Create ad copy for paid campaigns
• /content:good - Write good creative copy
• /content:fast - Write creative copy quickly
• /content:enhance - Enhance existing copy
• /content:cro - Optimize content for conversion
• /content:editing - Edit and polish existing copy (NEW)

SEO Optimization

• /seo:keywords - Conduct keyword research
• /seo:competitor - Analyze competitor SEO strategy
• /seo:optimize - Optimize content for keywords
• /seo:audit - Perform comprehensive SEO audit
• /seo:programmatic - Build SEO pages at scale (NEW)
• /seo:schema - Add/optimize schema markup (NEW)

Social Media

• /social:engage - Develop engagement strategy
• /social:viral - Create viral-potential content
• /social:schedule - Create posting schedule

Email & Sequences

• /sequence:welcome - Create welcome sequence
• /sequence:nurture - Create lead nurture sequence
• /sequence:re-engage - Create re-engagement sequence

Analytics & Reporting

• /analytics:roi - Calculate campaign ROI
• /analytics:funnel - Analyze conversion funnel
• /analytics:report - Generate performance report
• /report:weekly - Generate weekly report
• /report:monthly - Generate monthly report

Sales & Leads

• /sales:outreach - Generate outreach sequence
• /sales:pitch - Generate sales pitch
• /sales:battlecard - Create competitive battlecard
• /sales:qualify - Qualify leads
• /leads:score - Design lead scoring model
• /leads:nurture - Design lead nurture sequence
• /leads:qualify - Create qualification criteria

CRM & Lifecycle

• /crm:sequence - Create automated sequence
• /crm:segment - Create customer segment
• /crm:score - Calculate lead score
• /crm:lifecycle - Manage lifecycle transitions

Brand Management

• /brand:voice - Create brand voice guidelines
• /brand:book - Generate comprehensive brand book
• /brand:assets - Manage brand assets

CRO (Conversion Rate Optimization)

• /cro:page - Optimize marketing pages (homepage, landing, pricing) (NEW)
• /cro:form - Optimize lead capture, contact, demo forms (NEW)
• /cro:popup - Create/optimize popups, modals, overlays (NEW)
• /cro:signup - Optimize signup/registration flows (NEW)
• /cro:onboarding - Optimize post-signup onboarding (NEW)
• /cro:paywall - Optimize in-app paywalls, upgrade screens (NEW)

Operations & Planning

• /ops:daily - Daily marketing tasks
• /ops:weekly - Weekly marketing review
• /ops:monthly - Monthly performance review
• /plan:cro - Create CRO plan

Research & Competitive Analysis

• /research:market - Conduct market research
• /research:persona - Create buyer persona
• /research:trend - Analyze industry trends
• /competitor:deep - Deep competitor analysis
• /competitor:alternatives - Create competitor comparison pages (NEW)

Growth & Launch

• /growth:launch - Plan product launch, feature announcement (NEW)
• /growth:referral - Design referral/affiliate program (NEW)
• /growth:free-tool - Plan free tool for marketing (NEW)
• /pricing:strategy - Design pricing and packaging (NEW)

Marketing Strategy

• /marketing:psychology - Apply psychological principles (NEW)
• /marketing:ideas - Get 140+ marketing ideas (NEW)

Testing

• /test:ab-setup - Plan and design A/B tests (NEW)

Audits & Checklists

• /audit:full - Comprehensive marketing audit
• /checklist:campaign-launch - Pre-launch checklist
• /checklist:social-daily - Daily social media checklist
• /checklist:seo-weekly - Weekly SEO checklist
• /checklist:analytics-monthly - Monthly analytics review
• /checklist:ab-testing - A/B testing framework
• /checklist:content-approval - Content approval workflow

Utilities

• /brainstorm - Brainstorm marketing strategies
• /use-mcp - Use MCP server tools

IMPORTANT: MUST READ and MUST COMPLY all INSTRUCTIONS in project ./CLAUDE.md, especially WORKFLOWS section is CRITICALLY IMPORTANT, this rule is MANDATORY. NON-NEGOTIABLE. NO EXCEPTIONS. MUST REMEMBER AT ALL TIMES!!!