Skip to main content Inicio Creadores minhnv0807 ai-business-skills 11-channel-setup-global
11-channel-setup-global Use when the user needs to choose and stand up marketing channels and the tech behind them — channel selection scoring, platform-by-platform setup checklists, business account and verification steps, and integrations, with region priorities: US Meta plus Google plus LinkedIn, EU adding Xing, SEA adding TikTok, Shopee, Lazada and LINE, LATAM adding WhatsApp Business and Mercado Libre. Trigger on 'channel setup', 'which platforms should we be on', 'set up Google Business Profile', 'marketing tech stack', 'we are starting from zero on social', 'connect our accounts'. Not for — conversion tracking and pixels, see `53-tracking-setup-global`; ad account hierarchy, see `52-account-structure-global`; the posting plan once channels exist, see `01-content-calendar-global`.
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29-dropshipping-mastery-global Use when the user is launching or running a DROPSHIPPING business end to end — the full 12-phase pipeline: product research with winning criteria, Minea and PiPiAds, supplier sourcing on AliExpress, CJ, Spocket, and Zendrop, Shopify store and app setup, the 10-ads-per-week creative pipeline, interest and lookalike targeting, 3-5x markup and BE-ROAS math, customer service, and scaling. Trigger on 'start dropshipping', 'winning product research', 'Shopify store setup', 'AliExpress supplier', 'scale my dropshipping store', 'my store gets traffic and no sales'. Not for — only the ad copy, see `05-ad-copy-global`; only the product page, see `12-landing-page-brief-global`; only the account audit, see `21-ads-audit-global`; only pricing, see `17-pricing-strategy-global`.
22-personal-brand-context-global Use when starting work on a PERSONAL brand — a founder, coach, or creator, not a company: creates `.agents/personal-brand-context-global.md` covering story, expertise, audience, positioning, platforms, visual identity, and the asset inventory of style refs, face refs, logo, palette, and background, with region variants for US, EU, SEA, and LATAM. Skills 23 to 28 read it first. Trigger on 'personal brand setup', 'set up my founder brand', 'coach personal brand context', 'creator profile setup', 'the AI does not know my story', 'build my personal brand from zero'. Not for — a company or product brand, see `00-marketing-plan-global` and `product-marketing-context-global`; the 12-month strategy built on this, see `23-personal-brand-strategy-global`.
23-personal-brand-strategy-global Use when a PERSONAL brand — founder, coach, or creator — needs a 12-month strategy: niche selection with Ikigai and a 3x3 matrix, positioning statement, a three-chapter story arc, four content pillars with 28 topics, a five-stage authority ladder, and a Q1 to Q4 growth plan. Trigger on 'personal brand strategy', 'founder brand plan', 'coach positioning', 'creator strategy', 'what niche should I own', 'I post constantly and nothing compounds'. Also use when the user has followers and no direction. Not for — a company brand, see `58-positioning-global` and `00-marketing-plan-global`; the context file this reads first, see `22-personal-brand-context-global`; turning it into revenue, see `27-personal-brand-monetize-global`.
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5 archivos name 11-channel-setup-global description Use when the user needs to choose and stand up marketing channels and the tech behind them — channel selection scoring, platform-by-platform setup checklists, business account and verification steps, and integrations, with region priorities: US Meta plus Google plus LinkedIn, EU adding Xing, SEA adding TikTok, Shopee, Lazada and LINE, LATAM adding WhatsApp Business and Mercado Libre. Trigger on 'channel setup', 'which platforms should we be on', 'set up Google Business Profile', 'marketing tech stack', 'we are starting from zero on social', 'connect our accounts'. Not for — conversion tracking and pixels, see `53-tracking-setup-global`; ad account hierarchy, see `52-account-structure-global`; the posting plan once channels exist, see `01-content-calendar-global`. metadata {"version":"1.0.1","category":"operations"} license MIT triggers ["channel setup","platform setup","marketing tech stack","multi-channel marketing","platform selection"] related ["product-marketing-context-global","00-marketing-plan-global","14-email-marketing-global","references/global-platforms-comparison"]
Channel Setup A-Z (Global)
Setup marketing channels for global businesses — selection, platform-specific checklists, integration guides. Region variants (US/EU/SEA/LATAM) provide localized platform priorities.
For newbies — Read this first
If you've never set up marketing channels:
Don't start with all channels. Pick 2-3 max for the first 90 days. More channels = thinner attention = worse results.Channel selection depends on your audience, not your preference. If your customers live on TikTok, Email won't work no matter how much you love Email.Region matters massively. WhatsApp dominates LATAM. LINE dominates Thailand. LinkedIn dominates B2B in DE/UK. Don't import US assumptions.Each channel has 4 setup phases: Create, Verify, Integrate, Run first 30 days. Skipping phases leads to weak performance later.Tech stack < Process. A perfect Meta Pixel doesn't matter if no one is making content. Setup the publishing rhythm first.Trust takes 30-90 days. Don't expect ROAS in week 1. Channels need data + content rhythm + audience to mature.Compliance is per-region. GDPR (EU), CCPA (US), LGPD (BR), PDPA (TH) — each has rules for tracking, opt-in, and data handling.
Step 0 — Read context + select region variant
Before setting up:
Read .agents/product-marketing-context-global.md — get product, audience, region, target channels.Pick region variant for platform priority list:
variants/01-us.md — North Americavariants/02-eu.md — Europe (GDPR-aware)variants/03-sea.md — Southeast Asiavariants/04-latam.md — Latin America (WhatsApp-first)
See cross-platform comparison: references/global-platforms-comparison.md
Information gathering
Ask user up to 4 questions:
Which channels are you considering? (Meta / Google / TikTok / LinkedIn / WhatsApp / LINE / Shopee / Mercado Libre / email — you can pick multiple)Industry, product, target audience? What you sell, to whom, in which countries?Existing channels? List current channels, follower count, status.90-day goal? Followers? Leads? Orders? Brand awareness?
Universal channel framework
Channel selection criteria Score each candidate channel on:
Criterion Weight Audience match (does your ICP use it?) 30% Competition vs. opportunity (are gaps available?) 20% Cost-to-acquire / CPM in your region 15% Platform stability / longevity 10% Internal capability (can you produce content?) 15% Integration with rest of stack 10%
Score 1-5. Total ≥3.5 = include. <3.5 = skip for now.
4-phase setup (universal) Phase Duration Goal 1. Create & Setup Days 1-2 Account creation, profile completion 2. Verify & Optimize Days 3-7 Verification, tool integration, search optimization 3. Connect & Integrate Days 7-14 Cross-channel linking, automation 4. First 30 days plan Days 1-30 Content, posting cadence, KPI tracking
Universal platform setup template For ANY channel, run this template:
Phase 1: Create & Setup Step Detail Status Account creation Use business email, not personal [ ] Business account upgrade Switch to business/professional tier [ ] Industry category Select correctly — affects algorithm [ ] Avatar Standard size, clear logo, brand-consistent [ ] Username/handle Match brand across all channels [ ] Bio / About Clear positioning + CTA [ ] Cover image / banner Brand visual + offer/CTA [ ] Contact info Phone, email, hours, address (if local) [ ] Primary CTA Message / Call / Book / Shop / etc. [ ]
Phase 2: Verify & Optimize Step Detail Status Identity verification Submit docs as required [ ] 2FA enabled Security baseline [ ] Pixel/tracking installed Site or app side [ ] Conversion API setup Server-side (where supported) [ ] Analytics integration GA4 / native analytics [ ] Auto-reply / DM templates Welcome + FAQ [ ] Search optimization Hashtags, keywords, categories [ ] Privacy/legal pages linked Terms, Privacy Policy, Refund Policy [ ]
Phase 3: Connect & Integrate Step Detail Status Cross-platform linking IG ↔ FB, TikTok ↔ IG, etc. [ ] Ad account linking Business Manager / Ads Manager setup [ ] CRM integration Sync leads/customers to CRM [ ] Email/messaging integration List sync, automation triggers [ ] E-commerce integration Shop, catalog, product feed [ ] Chatbot setup (if used) Pre-built flows for FAQ + intent [ ] Team access Roles: admin / editor / analyst [ ]
Phase 4: First 30 days plan Week Volume Content type Goal 1 TOFU (top of funnel) Brand intro, value, behind-scenes Test format, find voice 2 TOFU + light MOFU Education, tips, demos Build engagement, lead capture 3 MOFU + light BOFU Social proof, case studies, comparisons Trust + initial conversions 4 Mix 40/30/30 (TOFU/MOFU/BOFU) Educational + promo balance Establish recurring sales motion
Common platforms — neutral overview
Detailed per-region setups in variants. This is universal context.
Meta (Facebook + Instagram)
Universal: works in all regions, strongest for B2C
Setup: Page → Business Manager → Pixel + CAPI → Ads Manager
Strengths: Massive audience, mature ad tools, Conversion API
Weaknesses: iOS attribution gap (US), GDPR complexity (EU)
Google (Search + Display + YouTube + Shopping)
Universal: high-intent search ads everywhere
Setup: Google Ads + Merchant Center (e-com) + GA4
Strengths: Search intent, YouTube reach, Shopping for e-com
Weaknesses: Lower brand-build than Meta, requires SEO foundation
TikTok (Ads + Organic + Shop)
Universal: works in most countries, strongest in SEA + US Gen Z
Setup: TikTok Business → Ads Manager → Pixel
Strengths: Lowest CPM in many regions, viral reach, TikTok Shop
Weaknesses: Banned in India, restricted in some markets
LinkedIn
Universal: dominant for B2B in US, UK, DE, AU
Setup: Company Page → Campaign Manager → Insight Tag
Strengths: B2B targeting (job title, company size), thought leadership
Weaknesses: Expensive CPM, weaker for B2C
WhatsApp Business / LINE / Zalo (Messaging-first)
Region-specific: WhatsApp = LATAM/IN/EU; LINE = TH/JP/TW; Zalo = VN
Setup: Verified Business Account → Cloud API → Templates → Bot
Strengths: 90%+ read rates, conversational sales
Weaknesses: Requires staff to handle replies, opt-in compliance
E-commerce platforms (Shopee / Lazada / Tokopedia / Mercado Libre / Amazon)
Region-specific: Shopee/Lazada/Tokopedia = SEA; Mercado Libre = LATAM; Amazon = US/EU
Setup: Seller account → Catalog upload → Internal ads
Strengths: Built-in audience, payment, logistics
Weaknesses: Platform takes 4-15% fee, less brand control
Email (Klaviyo / Mailchimp / Brevo / ActiveCampaign)
Universal but highest ROI in US/EU
Setup: Domain auth (DKIM/SPF/DMARC) → list import → automation flows
Strengths: Highest ROI when list grows, owned channel
Weaknesses: Slow to grow, lower priority in LATAM/SEA
Decision tree — which variant to use Region Variant Primary platform priority US, Canada 01-us.mdMeta + Google + LinkedIn (B2B) + Klaviyo EU, EEA, UK 02-eu.mdMeta + Google + LinkedIn + Xing (DE) + GDPR-compliant ESP SEA 03-sea.mdTikTok + Shopee/Lazada + Meta + LINE/Zalo LATAM 04-latam.mdWhatsApp Business + Meta + Mercado Libre + TikTok
Cross-channel integration patterns
Lead capture pattern Ad (Meta/TikTok/Google)
→ Landing page or Click-to-Message
→ Lead form / Inbox conversation
→ CRM (HubSpot, Pipedrive, RD Station, Bitrix)
→ Email/WhatsApp nurture sequence
→ Sales handoff or self-serve checkout
E-commerce pattern Ad (Meta/TikTok/Google Shopping)
→ Product page (own site or platform)
→ Cart / Checkout (with retargeting pixel)
→ Email/SMS abandoned cart sequence
→ Post-purchase upsell (email + on-site)
→ Repeat purchase reactivation (email/SMS/WhatsApp)
Service business pattern Ad (Meta/TikTok/Google Local)
→ Click-to-message (WhatsApp/Messenger/LINE/Zalo)
→ Inbox conversation (qualify lead)
→ Booking link (Calendly/Setmore/native scheduler)
→ Pre-appointment reminder (SMS/WhatsApp)
→ Post-service review request → repeat booking
B2B pattern Ad (LinkedIn/Google Search)
→ Whitepaper or webinar landing page
→ Lead capture form (name, company, role)
→ Email nurture sequence (5-7 emails)
→ SDR outreach (cold email + LinkedIn DM)
→ Demo / discovery call → close
30/60/90-day milestones (universal) Day Milestone KPI Day 7 All accounts created, profiles complete 100% setup checklist Day 14 First content published on each channel 5+ posts/channel Day 30 Cadence established, first leads 20+ posts, 50+ followers, 5+ leads Day 60 Content rhythm + paid ads running 100+ followers, 20+ leads, ROAS measurable Day 90 Optimization phase begins First repeat customers, ROAS target hit
Common mistakes — universal Mistake Cost Fix Setting up too many channels at once Thin attention, weak content on each Start 2-3 max Skipping pixel/tracking setup Cannot measure ROI accurately Setup BEFORE first ad spend Inconsistent branding across channels Trust gap Brand kit + asset library No content calendar Random posting → algorithm punishes 1 calendar across all channels Ignoring platform-specific norms Look out of place, low engagement Lurk first, observe norms No automation Manual work doesn't scale Email/SMS/WhatsApp automation flows from day 1 Compliance oversight Account ban, fines Region-specific compliance per variant No analytics dashboard Cannot see across channels One BI tool (Looker Studio, GA4, etc.)
Cross-reference Need Skill Marketing strategy first 00-marketing-plan-globalContent calendar 01-content-calendar-globalEmail marketing deep dive 14-email-marketing-globalCustomer insight before channel pick 09-customer-insight-globalPerformance evaluation 03-performance-eval-globalReverse KPI for budget 10-reverse-kpi-global
Quality checklist Before delivering channel setup plan:
