Internal Operations Guide

MH-1
Operating System

The standard client delivery process — from kickoff to QBR — with the skills we have, the outputs we ship, and the skills we still need to build.

Client Delivery

Process Flow

Onboarding through ongoing execution and quarterly strategy. The first three meetings + Creative Brief + QBR need dedicated skills built.

Scroll horizontally to see full timeline
⏱ 2-Week Trial · Day 0 → Day 14
Pre-Signing Day 0 — Setup Client Meetings Day 9–10+ · Channel Execution & Reporting Quarterly
Start →
Verbal Client Approval
Confirm
S1
Contract Signed
Close
S2
Kickoff Scheduling
Schedule
Same day if signed before 3pm ET · otherwise next business day
Drea → Rachelle via #mh1-meeting-scheduler
S3
Systems Access Request
Connect
Now: Manual request via email
Future: Client grants access via portal
+ Brand & Visual Guidelines
S4
Internal Alignment
Align
Day 1–3
Kickoff
Call
Discover
Day 4–7
Business Review
Analyze
Day 7–9
Channel Plan
Approve
Move Forward?
YES
→ Exec
NO
→ Triage
Day 9+
Channel Execution
Execute
Day 10+
Channel Reporting
Inform
Quarterly
Quarterly Business Review (QBR)
Grow
Format
Slack
Owner
Raaja
S1 ·Format
PandaDoc
Owner
Drea
S2 ·Format
Meeting Invite
Owner
Rachelle
S3 ·Format
Email / Customer Portal
Owner
Drea
S4 ·Format
Vercel / MH2
Owner
CMO or Jarred if no CMO
Stakeholders
Jarred Chris Josh Drea
Format
Vercel / MH2
Owner
CMO or Chris and/or Jarred if no CMO
Attendees
Chris Jarred CMO optional Josh CMO PM Rachelle (scheduler · #mh1-meeting-scheduler)
Format
Vercel / MH2
Owner
CMO w/ Co-Pilots
Attendees
Chris Jarred CMO Co-Pilots Josh CMO PM Rachelle (scheduler · #mh1-meeting-scheduler)
Format
Vercel / MH2
Owner
CMO w/ Co-Pilots
Attendees
Chris optional Jarred CMO Co-Pilots Josh CMO PM Rachelle (scheduler · #mh1-meeting-scheduler)
Owner
Co-Pilots Build Team Creative Team
Tools
Notion/Asana · AIR · Slack · Channel Platforms · MH2
Format
Vercel / MH2
Owner
Co-Pilots
Cadence
Weekly email + Slack updates · Monthly meeting · Daily dashboard links live
Format
Vercel / MH2
Owner
Jarred + CMO
Attendees
Jarred CMO
Client Goal
Verbally agree to move forward.
MH-1 Goal
Team notified, contract drafted + sent.
S1 ·Client
Sign the contract + confirm billing.
MH-1
Contract signed + billing confirmed.
S2 ·Client
Receive kickoff invite with agenda.
MH-1
KOC date locked, team confirmed.
S3 ·Client
Grant platform access via portal.
MH-1
All systems connected, data flowing.
S4 ·Client
Show up prepared for kickoff.
MH-1
Team prepped + handoff reviewed.
Client Goal
Understand how MH-1 works.
MH-1 Goal
Understand the business, align expectations.
Client Goal
See AI insights about their business.
MH-1 Goal
Validate assumptions, build Channel Plan foundation.
Client Goal
Approve channel strategy + confirm execution scope.
MH-1 Goal
Finalize channels, creative plan + budget allocation.
Client Goal
Campaigns live across all channels.
MH-1 Goal
Execute with full co-pilot coverage.
Client Goal
Informed without chasing updates.
MH-1 Goal
Dashboards + consistent reporting cadence live.
Client Goal
Validate ROI, confirm next quarter.
MH-1 Goal
Surface opportunities, deepen relationship.
↳ Trigger: Client verbal yes
1Post to #ai-deal-contracts
Owner: Raaja
Details: Client name, tier, start date
2Draft + Send Contract
Owner: Drea
SLA: Within 2 hours of Slack post
Slack post in #ai-deal-contracts
Contract sent to client
↳ Trigger: Contract received
S1 ·Contract Signed
1Billing Setup Initiated
Owner: Drea
SLA: Same day, before 5pm ET
2Follow Up on Contract + Billing
Owner: Drea
SLA: Daily until complete
3Create Slack Channels
Owner: Drea
#proj-[client] (internal) + #cust-[client] (client-facing)
Signed contract
Billing confirmed
#proj- & #cust- channels created
↳ Trigger: Billing complete
S2 ·Kickoff Scheduling
3Kickoff Call Scheduled
Owner: Rachelle · #mh1-meeting-scheduler
SLA: Within 24h of billing complete
4Kickoff Invite Includes
Client · Raaja · Chris · Jarred · Assigned CMO · Core pod
60-min slot confirmed
2–4 business days out
↳ Trigger: Portal email sent
S3 ·Systems Access Request
5Client Completes Portal
Owner: Client (prompted by Drea)
Grant access: Paid Social · Paid Search · Email · Analytics · CRM
6CMO Confirms Access
Owner: CMO + Pod
SLA: Before KOC · MH2 ingestion begins
All platforms connected
MH2 ingestion started
↳ Trigger: KOC scheduled
S4 ·Internal Alignment
7CMO + Pod Assigned
Owner: Chris / Jarred
SLA: Within 24h of contract signed
8Internal Handoff Summary
Owner: CMO or Jarred
Pull from Fireflies recording + transcript · Goals, risks, scope, client context
9Share Report in Slack
Owner: CMO or Jarred
Post Internal Alignment report link in project/internal Slack channel
10Team Prep (Non-Negotiable)
Owner: Assigned CMO + Pod · Before KOC
Listen to sales call · Review notes · Come with questions
5 minIntroductions + roles
45 minClient business context — priorities, challenges, success definition
5 minMH-1 approach — next 2 weeks, how we operate, comms cadence
3 minData + access requirements — platforms, assets, dependencies
2 minNext steps + expectations — asks, timeline, ownership
Post-Call · Platform Access
  • CMO PM sends platform access request email to client
  • Grant access to CMO individually across all confirmed platforms
  • Grant access to each Co-Pilot for their assigned channels
  • Confirm all access received before Business Review begins
  • LTV, CAC & Value Density scored
  • High-value clusters defined (top 20%)
  • Competitor benchmarks surfaced
  • Product + AOV analysis complete
  • Value Profiles → Creative Strategy mapped
  • CAC:LTV targets set per channel
  • 30-60-90 day roadmap built
  • Channel scope + creative plan aligned
  • Media optimized to Value Density + CAC:LTV
  • Budget allocation tracked: spend % by channel + funnel stage
  • Creative fatigue monitored: frequency, CTR decay, CPA trends
  • Creative pipeline triggered when fatigue signals detected
  • % High-Value customers tracked per channel weekly
  • Pacing vs Plan shown at top of every weekly report
  • AI Insight Layer: what's happening, why, what to do next
  • Budget allocation view: spend % by channel + funnel stage
  • Weekly narrative connects last week → this week → next week
  • Creative fatigue status flagged with pipeline action noted
  • Always-On Platform Health: daily pixel, feed, spend, ad alerts
  • Severity scoring: Critical / High / Medium / Low per account
  • QoQ Executive Dashboard review
  • CAC:LTV trend + channel recs updated
  • Value Profiles refreshed
  • Upsell opportunities surfaced by MH2
Proposed Template
Kickoff Call Week 0 · Day 0
Welcome
Team Intros How We Work SLAs + Slack
Month 1 Calendar
Day 0
Kickoff
Day 7
Biz Rev
Day 14
Ch Plan
The MH2 Stack
Data → Intelligence → Execution loop explained visually
Next Steps
Account access · Data upload · Day 7 confirmed
Proposed Template
Business Review Week 1 · Day 7
Executive Dashboard
CAC:LTV
3.4×
LTV
$420
Val Density
2.1
Value Clusters
● High Value22% of customers · 61% rev
● Mid Value41% · 30% rev
● Low Value37% · 9% rev
Top Insights
Top channel underperforming vs. benchmark · High-value customers cluster in one product line · Payback period 2× industry avg
Proposed Template
Channel Plan Week 2 · Day 14
Primary Channels · CAC:LTV Targets
Paid Social4.1× target
Email6.2× target
Paid Search3.5× target
30 · 60 · 90 Day Plan
30
Launch
60
Optimize
90
Scale
SOW Summary
3 core channels · 2 co-pilots · Creative scope defined · Monthly retainer confirmed
Access requested at signing via Welcome Email + Customer Portal Access requirements
discussed + documented
Inputs
MH2
Audited
confirmed in scope alignment · planned, executed & reported
  • Paid Social
  • Paid Search
  • Email
  • Organic Social
  • Creative
  • SEO
expands
New channels proposed based on performance & opportunity

Value Intelligence Framework

The data MH2 ingests, scores, and surfaces at every phase — from raw customer records to executive KPIs, creative strategy, and optimization logs.

Data Layer
Intelligence Layer
Execution Layer
Executive Dashboard Top-level KPIs surfaced at every milestone meeting
Revenue
Total revenue in period
Blended CAC
Total spend ÷ new customers
LTV
Avg revenue per customer over period
CAC:LTV
LTV ÷ CAC · target > 3.0
Payback Period
Months to recover CAC
Value Density
(LTV × Margin%) ÷ CAC
% Rev Top 20%
Revenue from top customer tier
Data Layer
Intelligence Layer
Execution Layer
Customer Data (raw)
One row per customer · ingested at kickoff
Customer IDUnique identifier First Purchase DateAcquisition date RevenueTotal lifetime revenue Orders# of purchases AOVRevenue ÷ Orders Margin %Gross margin Channel SourceAcquisition channel Product CategoryPrimary product RegionGeography (optional)
Value Signal
High / Mid / Low clusters scored by MH2
Cluster NameHigh / Mid / Low Value CriteriaRules (e.g. LTV > $300) Customer Count# in cluster RevenueTotal from cluster Avg LTVAvg revenue per customer Avg MarginAvg margin % Repeat Rate% with >1 purchase
Creative Strategy
Profile-to-channel ad strategy matrix
ProfileLinked Value Profile HookOpening concept AngleStrategic message OfferDiscount / bundle / CTA FormatVideo, static, UGC ChannelMeta, Google, etc. HypothesisWhat you're testing
Value Customer
Filtered subset · same schema, high-value only
Customer IDUnique identifier RevenueTotal lifetime revenue AOVRevenue ÷ Orders Margin %Gross margin Channel SourceAcquisition channel Product CategoryPrimary product
Voice of Customer
Extracted quotes and behavioral themes
Response IDUnique entry Customer IDLink to customer Key PhraseExtracted quote Themeprice, quality, speed… ClusterLinked value cluster
Media Performance
Channel-level efficiency tracked weekly
ChannelMeta, Google, etc. SpendTotal spend CACCost per acquisition LTVAvg LTV from channel CAC:LTVEfficiency ratio Value DensityProfit efficiency % High-Value% from top cluster
Feeds MH2 Intelligence
Data Layer outputs flow into clustering, scoring, and profiling
Value Profiles
VoC-driven personas — core intelligence output
Profile NameHuman-readable name ClusterHigh / Mid / Low Key TraitsBehavioral + economic Core MotivationWhy they buy Pain PointsWhat they care about Top SignalsBest-performing signals Creative AnglesMessaging direction
Optimization Log
Every change tracked with outcome + impact
DateWhen change occurred ChangeWhat was adjusted ProfileValue Profile impacted HypothesisExpected outcome ResultWhat happened ImpactRevenue / CAC / LTV Δ
Skills Needed

Skills to Build for Standardized Delivery

9 standardized delivery skills + 12 client-driven asks (Swimply · Mr. Christmas). These are the gaps between what we deliver and what's automated.

Meeting · Week 0
kickoff-call
Generates the Kickoff Call deck — team intros, how we work, AI intelligence layer, Month 1 calendar visual.
Maps to: Week 0 · Owner: CMO · Format: Vercel/MH2
Meeting · Week 1
business-review
Competitor benchmarks, KPIs, profitability, product performance, customer segments & high-value definitions. "Aha moment" insights.
Maps to: Week 1 · Owner: CMO · Format: Vercel/MH2
Meeting · Week 2
channel-plan-presentation
30-60-90 by channel (3–5 tasks max per block), final channel list, co-pilots, cost & SOW structure. Built from validated audit.
Maps to: Week 2 · Owner: CMO/Co-Pilot · Format: Vercel/MH2
Quarterly
quarterly-business-review
MH2 takes every existing output and includes in recommendations by client. Full quarter performance, upsell opportunities, new ideas.
Maps to: Quarterly · Owner: Jarred + CMO · Format: Vercel / MH2
Creative
creative-brief
Standardized creative brief output for each campaign. Pulls from brand voice, audience persona, and channel plan. Feeds into AIR.
Maps to: Execution · Owner: Rafa · Tool: AIR
Creative
creative-strategy
Creative strategy alignment document — testing framework, creative hypothesis, performance learnings by creative type.
Maps to: Execution · Owner: Creative + Media
Ongoing
weekly-recap
Standardized weekly performance email and Slack update — channel-by-channel KPIs, wins, flags, next week priorities.
Maps to: Reporting · Owner: Co-Pilot · Cadence: Weekly
Ongoing
control-tower
All-channel performance view — KPI scorecard, project plan status, sprint tracking, co-pilot accountability board per client.
Maps to: Reporting · Owner: Ops · Format: Dashboard
Ongoing
content-factory
Systematic content production pipeline — brief → create → review → publish. Organic social planning & posting included.
Maps to: Execution · Owner: Co-Pilots · Cadence: Weekly/Bi-weekly
Client Ask · Swimply
creative-brief-qa
Automate the first layer of creative QA — compares each creative against the approved brief, identifies missing or misrepresented messaging, and outputs structured review notes a CMO or strategist can quickly approve and send back to the creative team.
Maps to: Execution · Owner: CMO / Co-Pilots · Ask: Automate creative-to-brief QA
Client Ask · Swimply
lcm-campaign-concept-generator
Uses approved LCM email templates and creative assets to generate new campaign concepts in the same voice, tone, and style — outputs a draft creative brief with message hierarchy and copy direction, plus rough directional mockups for the creative team.
Maps to: Execution · Owner: CMO / Co-Pilots · Ask: Use approved LCM work to generate new campaign concepts
Client Ask · Swimply
change-management-layer
Centralized system for logging client requirement changes — captures the type of change (pricing, offer, messaging, CTA, audience, brand language), propagates updates across relevant briefs and docs, flags impacted assets, and notifies relevant co-pilots or reviewers.
Maps to: Ongoing · Owner: Co-Pilots / Ops · Ask: Centralized change-management layer for client updates
Client Ask · Swimply
client-progress-update
Automated client-facing progress update (2–3x/week) — pulls aligned action items from calls, maps them to active workstreams, generates a clean summary of in-progress, completed, and upcoming work, and highlights any blockers or items awaiting client input.
Maps to: Reporting · Owner: Co-Pilots · Cadence: 2–3x weekly · Ask: Automate client progress updates across teams
Client Ask · Swimply
ai-channel-execution-audit
Evaluates end-to-end AI execution capability across active channels (LCM, DM, paid search, paid social) — maps each workflow stage (strategy, briefing, copy, creative, QA, launch, optimization, reporting) and classifies each as fully automatable, AI-assisted, or manual-only.
Maps to: Strategy · Owner: CMO · Channels: LCM · DM · Paid Search · Paid Social · Ask: Evaluate end-to-end AI execution across active channels
Client Ask · Mr. Christmas
marketing-calendar-automation
Automates weekly data pull into the existing Google Sheet marketing calendar — fiscal week metrics (revenue, traffic, orders, CVR, AOV) from Shopify + GA4, platform growth (email, SMS, IG, TikTok, Facebook) from Klaviyo + socials, and campaign activity populated automatically.
Maps to: Reporting · Owner: Co-Pilots · Tools: Shopify · GA4 · Klaviyo · Social platforms
Client Ask · Mr. Christmas
aeo-seo-monitoring
Monitors whether the client is surfacing in AI search results (ChatGPT, Perplexity, Google AI Overviews) for target queries on a recurring basis — tracks visibility trends and surfaces gaps or wins by query and platform.
Maps to: Reporting / SEO · Owner: Co-Pilots · Cadence: Recurring · Platforms: ChatGPT · Perplexity · Google AI Overviews
Client Ask · Mr. Christmas
blog-content-pipeline
Builds a systematic blog content pipeline — from topic ideation through drafting, SEO optimization, and publish scheduling. Feeds into organic and AEO visibility strategy.
Maps to: Execution / Content · Owner: Co-Pilots · Cadence: Ongoing
Client Ask · Mr. Christmas
pre-order-tracking-dashboard
Pulls Shopify pre-order data + Meta and Google ad spend into a single view — tracks cost-per-pre-order as a KPI once ads run to pre-order products. Single source of truth for pre-order campaign performance.
Maps to: Reporting · Owner: Co-Pilots · Tools: Shopify · Meta · Google Ads
Client Ask · Mr. Christmas
competitor-brand-monitoring
Monitors brand mentions in media and social at scale — surfaces organic placements (e.g. set designers using products in Hallmark films) and auto-detects QVC/HSN scheduling when the client is listed, without waiting for last-minute notifications.
Maps to: Research · Owner: Co-Pilots · Cadence: Recurring · Platforms: Media · Social · QVC/HSN
Client Ask · Mr. Christmas
review-syndication-reporting
Pulls review volume and sentiment data from Bazaarvoice automatically — tracks whether review request flow improvements are working and monitors syndication health to/from retail partners over time.
Maps to: Reporting · Owner: Co-Pilots · Tool: Bazaarvoice · Cadence: Weekly
Client Ask · Mr. Christmas
social-dm-triage
Lightweight automation for auto-categorizing and routing social DMs — separates CS questions from influencer/fan messages without committing to ManyChat or Zendesk. Routes to the right owner and flags high-priority messages.
Maps to: Operations · Owner: Co-Pilots · Platforms: IG · TikTok · Facebook

Current Skills Library

84 Active Skills

All existing skills available to run for any client. Click any category to expand.

at-risk-detection call-analytics churn-prediction cohort-retention-analysis data-quality-audit dataforseo dormant-detection engagement-velocity growth-accounting icp-historical-analysis lifecycle-audit path-analysis pipeline-analysis reactivation-detection renewal-tracker unit-economics
cohort-email-builder cold-email-personalization content-atomizer copy-brief create-assignment-brief digital-media-creative-brief direct-response-copy email-copy-generator email-design-brief executive-deliverables generate-interview-questions ghostwrite-content kickoff-access-email newsletter-builder seo-content
account-360 artifact-manager client-onboarding firebase-bulk-upload firestore-nav generate-context-summary get-client incorporate-interview-results marketing-orchestrator needs-assessment playbook-executor skill-builder upload-posts-to-notion
brand-voice extract-audience-persona extract-company-profile extract-founder-voice extract-pov extract-writing-guideline foreplay-ads linkedin-browser-scrape social-listening-collect
conversion-funnel deal-velocity lead-magnet qualify-leads sales-rep-performance upsell-candidates
email-sequences experiment-roadmap gtm-engineering identity-mapping opportunity-sizing positioning-angles
braze-discovery bright-crawler crm-discovery data-warehouse-discovery segmentation-schema
agent-browser audit-website find-skills
benchmark-ranges mh1-company-profile mh1-crm-discovery
manychat-audit product-positioning-matrix