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Use this skill when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows.
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Based on SOC occupation classification
Onboard a new GTM project — run an agency-style interview, then generate CLAUDE.md, PROGRESS.md, about/me.md, strategy/brand.md, and scaffold content + assets folders. Use this skill whenever the user wants to set up a new project, onboard a brand, start from scratch, configure their marketing context, or initialize their workspace. Trigger on: bootstrap, onboard, set up my project, get started, configure my brand, initialize, new project setup, brand onboarding, set up my brand, create project structure, onboard my company, set up content folders, prepare my workspace, start a new GTM project. Also use when the user seems to be starting fresh and hasn't set up strategy/brand.md or about/me.md yet.
When the user wants to plan, design, or implement an A/B test or experiment. Also use when the user mentions "A/B test," "split test," "experiment," "test this change," "variant copy," "multivariate test," or "hypothesis." For tracking implementation, see data-and-funnel-analytics.
Use when creating, managing, or optimizing paid advertising campaigns across any platform. Covers ad copy generation, ad creative strategy, campaign management, and competitive intelligence. Triggers on: ad copy, ad creative, paid ads, paid advertising, Facebook ads, LinkedIn ads, Google ads, Meta ads, ad campaign, ad strategy, ad testing, competitive ads, competitor ads, ad library, ad analysis, ad creative generation, campaign management, ROAS, CPC, CTR. Use this skill whenever the user mentions ads, paid channels, ad campaigns, ad copy, ad performance, or wants to analyze competitor advertising.
Use this skill when optimizing app store listings, researching keywords, or tracking mobile app performance on Apple App Store and Google Play Store.
Comprehensive blog writing skill that handles technical blog posts, personal voice writing, brain dump transformation, and category-aware AEO-optimized content. Use when: (1) writing, editing, or proofreading a blog article or post, (2) transforming unstructured brain dumps into polished posts, (3) writing in specific personal voices (Jarad, Nick Nisi), (4) creating category-aware technology/company/product posts, (5) building tutorials, deep dives, postmortems, benchmarks, or architecture posts, (6) writing engineering blogs, dev blogs, programming blogs, coding tutorials, or documentation posts. Triggers: blog post, blog writing, technical blog, dev tutorial, brain dump, article, content writing, developer article, engineering blog, programming blog, coding tutorial, documentation post, technical writing, blog editing, proofreading, developer content
Comprehensive brand messaging, positioning, and value proposition development using proven frameworks including Peep Laja Message Layers, Osterwalder Value Proposition Canvas, Geoffrey Moore positioning, April Dunford's Five Components, StoryBrand SB7, Andy Raskin Strategic Narrative, and Messaging House. Use when developing brand identity, brand messaging architecture, positioning statements, value propositions, messaging hierarchies, brand pillars, taglines, one-liners, elevator pitches, brand guidelines, visual identity systems, or creating Positioning & Messaging Packs. Triggers include: messaging framework, brand positioning, value prop, messaging architecture, brand pillars, brand identity, StoryBrand, positioning statement, brand guidelines, design system, messaging house, corporate identity, brand voice, visual standards.
| name | marketing-automation |
| description | Use this skill when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows. |
Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.
This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.
Marketing automation strategy and implementation across HubSpot, Marketo, ActiveCampaign, and similar platforms.
| Platform | Best For | Complexity | Cost |
|---|---|---|---|
| HubSpot | SMB to Enterprise, all-in-one | Medium | $$$–$$$$ |
| Marketo | Enterprise B2B | High | $$$$ |
| ActiveCampaign | SMB, strong automation | Low–Medium | $–$$ |
| Pardot | Salesforce-native B2B | Medium–High | $$$$ |
| Mailchimp | Small business, email-first | Low | $–$$ |
Selection criteria: CRM integration, email volume, workflow complexity, reporting depth, budget, team technical skill.
MQL threshold: 100 points. Decay: −10 points after 30 days of inactivity.
| Action | Points |
|---|---|
| Request demo | +50 |
| Pricing page visit | +30 |
| Case study download | +25 |
| Webinar attendance | +25 |
| Webinar registration | +15 |
| Content download | +10 |
| Email click | +3 (max 5/day) |
| Email open | +1 (max 3/day) |
| Blog visit | +1 (max 5/day) |
| Unsubscribe | −30 |
| Email bounce | −20 |
| Spam complaint | −100 |
| Attribute | Points |
|---|---|
| C-Level title | +25 |
| VP title | +20 |
| Director | +15 |
| Manager | +10 |
| Target company size (200–1000) | +20 |
| Target industry | +20 |
| Primary market geography | +15 |
| Timing | Purpose | CTA | |
|---|---|---|---|
| 1 | Immediately | Welcome + quick win resource | Download resource |
| 2 | Day 2 | Pain point + case study | Read case study |
| 3 | Day 4 | Product overview + benefits | See how it works |
| 4 | Day 7 | Exclusive gated content | Download now |
| 5 | Day 10 | Offer personalized help | Schedule a call |
| 6 | Day 14 | Preference center | Update preferences |
Exit conditions: demo requested, sales conversation started, unsubscribed.
| Track | Score Range | Cadence | Focus |
|---|---|---|---|
| Awareness | 50–69 | 2/week | Educational, industry trends |
| Consideration | 70–89 | 2–3/week | Use cases, ROI calculator, case studies |
| Decision | 90–99 | 3/week | Free trial, demo, competitive comparison |
4-email sequence over 15 days: "We miss you" → "Is this goodbye?" → "Last chance offer" → "Goodbye for now" with easy re-subscribe. Outcomes: engaged → return to nurture | no action → sunset list.
| Stage | Entry Trigger | Key Automations |
|---|---|---|
| Subscriber | Email opt-in | Welcome series + newsletter |
| Lead | Form submit OR score >20 | Enrich → nurture → sync CRM |
| MQL | Score ≥100 OR demo request | Sales alert + task + pause marketing |
| SQL | Sales qualified in CRM | Update nurture + notify CS |
| Opportunity | Deal created | Pause outbound + enable deal-stage emails |
| Customer | Deal won | Onboarding sequence + remove from prospects |
| Churned | Cancellation | Win-back sequence |
1. Demo Request → Sales Handoff: Form submit → enrich → score/grade → create HubSpot deal → assign to rep → send confirmation email → start sales sequence.
2. Trial Signup → Activation: Signup → welcome email → onboarding checklist → day 3/7/14 milestone emails → conversion offer at day 14.
3. Event/Webinar: Registration → confirmation email → 3 reminders → post-webinar follow-up (attended) or recording offer (no-show) → add to nurture based on engagement.
4. Customer Onboarding: Won deal → CSM assignment notification → welcome email → onboarding checklist → check-in at 30/60/90 days → NPS survey at 90 days.
Campaign setup: Marketing → Campaigns → tag all assets (emails, landing pages, ads) with campaign ID.
UTM convention: utm_source={channel}&utm_medium={cpc|email|organic}&utm_campaign={id}&utm_content={variant}
Attribution model: W-shaped for hybrid PLG/sales-led (first touch + lead creation + close).
Lead scoring setup: Settings → Marketing → Lead Scoring. Set behavioral weights, demographic weights, and decay rules. Create MQL automation when score ≥100.
Reporting cadence: Daily review of MQLs/SQLs. Weekly channel ROI. Monthly win/loss trends.
