fix(marketing-plan): address review findings from codex + local audit

Resolves 12 issues found during comprehensive review:

Spec compliance:
- Trim description from 1025 to 963 chars (was over 1024 limit)
- Drop non-standard top-level version field (VERSIONS.md tracks repo-wide)

Cross-marketplace clarity:
- Note that audit-marketing/positioning live in adjacent cf-skills repo
- Document optional external skills in ops-stack-mapping (typefully, etc.)

Idea cross-reference fixes:
- Correct Activation count (7 -> 8) and Acquisition count (88 -> 116)
- Rename "ideas" to "entries" for accurate row vs unique-idea distinction
- Add "How to read this doc" legend explaining 139 unique / 144 entries
- Remove #86 Lifetime Deals from Revenue (off-brand, kept in Skip note)
- Replace machine-local ~/.claude paths with repo-relative references

AARRR consistency:
- Move signups from Acquisition to Activation per signup boundary rule
- Add explicit signup-intent vs signup-completion distinction

Resumption + state model:
- Define progress.md schema (phase, current_section, plan_version, etc.)
- Replace ambiguous resume condition with explicit decision tree
- Protect finalized plans from silent overwrite (terminal state check)
- Mandate sections/01..13.md as canonical persisted artifacts
- Codify draft order (2..13 then 1, present 1..13)
- Align file layout in SKILL.md with methodology.md

Other:
- Add ## 1. Executive summary header to example-olo.md (was missing)
- Reconcile budget tier numbers ($5-15K canonical, was $5-10K elsewhere)
- Soften verification check to allow documented external skills

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
Corey Haines
2026-05-27 18:52:08 -07:00
parent 0c166511c8
commit bc9522e750
6 changed files with 116 additions and 58 deletions
@@ -4,11 +4,15 @@ The `marketing-ideas` skill catalogs 139 proven marketing tactics. This doc is t
The plan's Section 12 ("Tactical idea bank") uses this mapping as the base, then layers client-specific filters: brand voice rules might skip some ideas; funding stage might shift Q-status; client category might rule out others.
## Primary AARRR assignment for all 139 ideas
## How to read this doc
Numbers correspond exactly to the `marketing-ideas` skill ordering. If `marketing-ideas` reorders or expands, update this doc.
- **139 unique ideas, 144 entries.** Five ideas cross-cut multiple AARRR stages and appear under each stage they serve (#79 Early-Access Referrals, #86 Lifetime Deals, #91 In-App Upsells, #114 Moneyball Marketing, #117 Product Competitions). Each duplicate row carries a cross-cut note.
- **"Entries" counts rows; idea IDs are unique.** Section header counts reflect rows in this doc, not unique ideas from `marketing-ideas`.
- **Numbers correspond exactly to the `marketing-ideas` skill ordering.** If `marketing-ideas` reorders or expands, update this doc.
### Acquisition (88 ideas)
## AARRR assignment for all 139 ideas
### Acquisition (116 entries)
These ideas primarily serve top-of-funnel awareness, traffic, and lead generation.
@@ -131,7 +135,7 @@ These ideas primarily serve top-of-funnel awareness, traffic, and lead generatio
| 133 | Investor Marketing | Developer/etc | Now (when raising) |
| 138 | Podcast Tours | Audience-Specific | Q2+ |
### Activation (7 ideas)
### Activation (8 entries)
| # | Idea | Category | Typical stage available |
|---|---|---|---|
@@ -144,7 +148,7 @@ These ideas primarily serve top-of-funnel awareness, traffic, and lead generatio
| 96 | Onboarding Optimization | Product-Led | Now |
| 124 | App Store Optimization | Platforms | Now (App Store products) |
### Retention (8 ideas)
### Retention (8 entries)
| # | Idea | Category | Typical stage available |
|---|---|---|---|
@@ -157,7 +161,7 @@ These ideas primarily serve top-of-funnel awareness, traffic, and lead generatio
| 135 | Support as Marketing | Developer/etc | Q2+ |
| 134 | Certifications | Developer/etc | Q3+ (cross-cuts Referral) |
### Referral (5 ideas)
### Referral (5 entries)
| # | Idea | Category | Typical stage available |
|---|---|---|---|
@@ -167,22 +171,23 @@ These ideas primarily serve top-of-funnel awareness, traffic, and lead generatio
| 93 | Viral Loops | Product-Led | Q3+ |
| 137 | Two-Sided Referrals | Audience-Specific | Q2+ |
### Revenue (3 ideas — most monetization is strategy not tactic)
### Revenue (2 entries — most monetization is strategy not tactic)
| # | Idea | Category | Typical stage available |
|---|---|---|---|
| 86 | Lifetime Deals | Launches | Generally off-brand |
| 91 | In-App Upsells | Product-Led | Q2+ (cross-cuts Activation) |
| 132 | Price Localization | International | Q4+ |
### Cross-cutting / brand foundation (2 ideas)
> **Skipped from Revenue:** #86 Lifetime Deals appears under Launches (Acquisition section) only. It's generally off-brand for subscription products because it damages LTV math; recommend in Section 12's Skip list with rationale, not in stage totals.
### Cross-cutting / brand foundation (2 entries)
| # | Idea | Category | Typical stage available |
|---|---|---|---|
| 114 | Moneyball Marketing | Unconventional | Ongoing methodology |
| 139 | Customer Language | Audience-Specific | Now (foundational) |
### Developer-specific / dev tool products (2 ideas)
### Developer-specific / dev tool products (2 entries)
| # | Idea | Category | Use when |
|---|---|---|---|
@@ -249,12 +254,12 @@ After all five AARRR tables + skip list:
## How to maintain this doc
If `marketing-ideas` adds new ideas (it's a living skill — the 139 may become 145 or 160 over time):
1. Read `~/.claude/skill-packs/marketingskills/skills/marketing-ideas/references/ideas-by-category.md`
1. Read `skills/marketing-ideas/references/ideas-by-category.md` in the `marketingskills` repo
2. Assign each new idea to a primary AARRR stage using the rules above
3. Add to this doc's tables
4. Update SKILL.md's idea-count reference
## Sources
- `~/.claude/skill-packs/marketingskills/skills/marketing-ideas/SKILL.md`
- `~/.claude/skill-packs/marketingskills/skills/marketing-ideas/references/ideas-by-category.md`
- `skills/marketing-ideas/SKILL.md` (in the `marketingskills` repo)
- `skills/marketing-ideas/references/ideas-by-category.md` (in the `marketingskills` repo)