fix(marketing-plan): strip references to internal-only audit-marketing and positioning skills
The marketing-plan skill was authored in an environment where the internal `audit-marketing` and `positioning` skills (cf-skills repo, not publicly installable) were available. Public users of this skill would see 27 references to a skill they cannot install, plus an explicit private-repo path. Sweep across 7 files: - `SKILL.md` frontmatter description rewritten to drop "see audit-marketing" and "see positioning"; replaced positioning reference with product-marketing (its public-skill equivalent for foundational positioning/ICP/voice capture) - `SKILL.md` body: "Cross-references" and "Related skills" sections reorganized around skills that actually live in this repo - `methodology.md` Step 1.5 rewritten — instead of "offer to run /audit-marketing," it now describes scoring from materials or ingesting a separately scored audit - `current-state-rubric.md` intro rewritten — the rubric is now the source of truth for Section 3, not a derivative of audit-marketing. Removed cf-skills repo path. Removed the "Path A vs Path B" framing. - `plan-template.md`, `ops-stack-mapping.md`, `client-types.md`, `example-quietude.md` updated to remove `audit-marketing` and `positioning` from skill lists The rubric content itself (17 sections with scoring guides) was already embedded in current-state-rubric.md, so external users have everything they need to execute Section 3 of the plan. validate-skills.sh: 43/43 passing. Description still 949 chars. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
Corey Haines
@@ -294,7 +294,7 @@ The 13-section plan structure stays consistent across client types. What changes
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### Skills emphasis
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- Light traditional marketing
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- Heavy `positioning`, `sales-enablement`, `pricing`
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- Heavy `product-marketing`, `sales-enablement`, `pricing`
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- `cold-email` to specific researchers / practitioners
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- PR + investor marketing
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@@ -1,15 +1,14 @@
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# Current State Rubric — 17-Section Scoring Lens
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The `audit-marketing` skill (in the `cf-skills` repo, `conversionfactory/cf-skills`) scores a company against 17 sections. This rubric is the scoring lens for Section 3 of every marketing plan — whether or not a formal audit has been run.
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This 17-section rubric is the source of truth for Section 3 ("Current State") of every marketing plan. Score each section 0–5 from available materials, then write a 2–4 sentence "shape interpretation" that names where strengths and gaps cluster.
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## The two paths
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## How to score
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**Path A — Formal audit run.** If `/audit-marketing {client-domain}` has been run, paste the scored output directly. Each of the 17 sections has a score (0–5) and findings. Section 3 of the plan uses this verbatim, with one addition: an interpretive "shape" paragraph after the table.
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**From rich materials.** When the team has shared decks, prior content audits, a brand voice doc, kickoff transcript, app store and analytics snapshots — score each section from those artifacts. Mark "scored from materials" in the section heading so the team can push back where they have better data.
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**Path B — Lens used, not formal audit.** If no audit has been run (common when fCMO has rich context from kickoff but a formal audit hasn't happened), use the rubric as a *lens* — score each of the 17 sections from available materials, mark "lens used, not formal audit" in the heading. Less rigorous but faster.
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**From a separately scored audit.** If the team has already run a scored current-state assessment (in any format), ingest those scores directly. Don't redo the work — note the date the rubric was scored and flag any sections where material has shifted since.
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When to choose Path A: client engagement is starting from scratch, materials are sparse, founder wants a scored deliverable.
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When to choose Path B: rich materials exist, fCMO already has 30+ pages of context, time is short.
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Either way, the output is the same: a 17-row scored table, a total out of 85, and a shape paragraph.
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## The 17 sections (scored 0–5 each)
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@@ -249,8 +248,8 @@ Some sections are easier to score from outside than others. Subjectivity tier:
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For subjective sections, write the rationale into the "Note" column so the team can push back if they disagree.
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## When the audit-marketing skill version is run
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## When a prior scored audit exists
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If the user runs `/audit-marketing {client-domain}` before or during the plan, use that output verbatim — don't redo the scoring. The Plan skill respects audit-marketing's outputs as the ground truth.
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If the team already has scored output from any current-state assessment, ingest those scores directly — don't redo the work. Treat that prior scoring as the ground truth for sections it covers.
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If the audit was run weeks ago and material has changed since (new shipped flows, new content live, etc.), note "rubric scored on YYYY-MM-DD; material has shifted since" and update any specific scores you have evidence for.
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If the prior scoring was done weeks ago and material has shifted since (new shipped flows, new content live, repositioning, etc.), note "scored on YYYY-MM-DD; material has shifted since" and update any specific scores you have current evidence for.
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@@ -170,9 +170,9 @@ This is what we're starting from — team, budget, what's already in motion, wha
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| 29% monthly App Store churn vs. 38% 12-month retention claim | Metric definition mismatch confusing the team | Reconcile with Devon + Customer.io data |
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| Mira post-session reflection scope unknown | Blocks Variant B and Variant C onboarding tests | Resolve with Devon |
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### Audit rubric snapshot (17-section, lens from `audit-marketing`)
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### Audit rubric snapshot (17-section)
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Scored 0–5. This isn't a full audit — it's what we'd score Quietude today using the rubric as a current-state lens. The full audit can be run via `/audit-marketing quietude.app` if Alex wants a formal artifact.
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Scored 0–5 from materials, using the embedded rubric in `references/current-state-rubric.md`. Marked "scored from materials" rather than "formal audit" — Alex can push back on any score where they have better data.
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| # | Section | Score | Note |
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@@ -250,7 +250,7 @@ Held until seed funding lands. Initial test budget: $5–10K/mo split across App
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### Skills + tools
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- **Skills:** `seo-audit`, `ai-seo`, `programmatic-seo`, `schema`, `content-strategy`, `competitors`, `launch`, `ads`, `ad-creative`, `social`, `typefully`, `analytics`, `audit-marketing`, `copywriting`, `marketing-website-design`, `free-tools`
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- **Skills:** `seo-audit`, `ai-seo`, `programmatic-seo`, `schema`, `content-strategy`, `competitors`, `launch`, `ads`, `ad-creative`, `social`, `typefully`, `analytics`, `copywriting`, `marketing-website-design`, `free-tools`
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- **MCPs / APIs:** Ahrefs API, DataForSEO API, Typefully MCP (LinkedIn scheduling), GA4 MCP (when wired), GitHub MCP (`quietude-promo` repo work), Notion (knowledge directory), Stripe MCP (LTV / paid-CAC math), `agent-browser` (LinkedIn drafting + testing), `defuddle` (research)
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---
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@@ -627,12 +627,12 @@ The fCMO's job is to:
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| Stage | Primary skills | Supporting skills |
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|---|---|---|
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| **Acquisition** | `seo-audit`, `ai-seo`, `programmatic-seo`, `schema`, `content-strategy`, `competitors`, `ads`, `ad-creative`, `social`, `typefully`, `audit-marketing` | `launch`, `free-tools`, `analytics`, `cold-email`, `copywriting`, `marketing-website-design` |
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| **Acquisition** | `seo-audit`, `ai-seo`, `programmatic-seo`, `schema`, `content-strategy`, `competitors`, `ads`, `ad-creative`, `social`, `typefully` | `launch`, `free-tools`, `analytics`, `cold-email`, `copywriting`, `marketing-website-design` |
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| **Activation** | `onboarding`, `signup`, `paywalls`, `cro`, `copywriting`, `copy-editing`, `copycraft` | `marketing-website-design`, `ab-testing`, `marketing-psychology`, `cro`, `popups` |
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| **Retention** | `emails`, `churn-prevention` | `copywriting`, `copy-editing`, `ab-testing`, `paywalls` |
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| **Referral** | `referrals`, `social` | `copywriting`, `marketing-website-design`, `emails` |
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| **Revenue** | `pricing`, `paywalls`, `sales-enablement`, `revops` | `ab-testing`, `copywriting` |
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| **Cross-cutting** (brand, intelligence) | `positioning`, `brand-voice`, `customer-research`, `marketing-psychology`, `audit`, `audit-marketing` | `brand-strategy`, `brand-guidelines`, `brand-style-guide`, `branding`, `marketing-ideas`, `diagram-maker`, `product-marketing` |
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| **Cross-cutting** (brand, intelligence) | `product-marketing`, `customer-research`, `marketing-psychology` | `marketing-ideas`, `diagram-maker` |
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### MCPs / APIs mapped to stages
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@@ -78,7 +78,7 @@ If `materials/` has files, read all of them. Common drops:
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- Customer research / ICP doc
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- App Store metrics / analytics snapshot
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- Lifecycle email inventory
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- Prior audit output (`audit_final_output.md` from `/audit-marketing`)
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- Prior audit output (any scored current-state assessment the team has run)
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- SEO research (`seo/plan.md`, `seo/keyword-shortlist.md`)
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- Kickoff call transcript
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- Founder Slack / async notes
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@@ -172,14 +172,14 @@ What past work should this plan acknowledge?
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- What investors / board are asking about most
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- Any constraints not visible elsewhere (legal, partnership-related, brand-related)
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### Step 1.5 — Optionally run audit-marketing
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### Step 1.5 — Score current state against the rubric
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If no audit has been run on this client AND the user wants a formal scored current-state, offer:
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> *"Want me to run `/audit-marketing {client-domain}` before we draft the plan? It produces a 17-section scored audit that becomes the foundation of Section 3 (Current State). Takes ~30–60 min of walking through sections together."*
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Use the 17-section rubric in `references/current-state-rubric.md` as your scoring lens. Two modes:
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If user agrees, run that skill. Resume here when done.
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- **From rich materials.** When the team has shared decks, prior content audits, an existing brand voice doc, recent positioning work, or a kickoff call transcript — score from those. Mark "scored from materials" in the section heading.
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- **From a separately scored audit.** If the team already has a scored current-state assessment (in any format), ingest those numbers directly. Don't redo the work.
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If user declines (common when fCMO already has rich context), use the rubric as a current-state *lens* against existing materials — faster, less rigorous, captured in `references/current-state-rubric.md`.
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Either way, the output is the scored 17-row table that becomes Section 3 of the plan, followed by a 2–4 sentence "shape interpretation" calling out where strengths and gaps cluster.
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### Step 1.6 — Write research.md
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@@ -272,7 +272,7 @@ For each section, use the template at `references/plan-template.md` to draft. Th
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**Section 1 (Executive summary)** is synthesized from Sections 2–13 after they're all approved. Draft it last; present it first in the output document.
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**Section 3 (Current state)** is where audit-marketing output gets integrated. If a formal audit was run, paste the scored rubric. If not, use the rubric as a lens (see `references/current-state-rubric.md`).
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**Section 3 (Current state)** uses the embedded 17-section rubric in `references/current-state-rubric.md`. If a prior scored audit exists, paste those scores in. If not, score from available materials.
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**Sections 4–8 (AARRR)** each follow the same internal structure: current state, the plan (numbered moves), 90-day moves, 12-month outlook, skills + tools. Don't skip the skills + tools sub-section — it's what makes the plan operationally honest.
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@@ -2,7 +2,7 @@
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This doc maps every marketing-skill and every relevant MCP/API integration to the AARRR stage(s) it primarily serves. It's the source for Section 11 of every plan.
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> **Note on scope.** Skills below are drawn from the broader Claude Code marketplace ecosystem — not all live in this `marketingskills` repo. Skills shown without a `:` prefix (e.g., `seo-audit`) are in this repo. Skills referenced from adjacent marketplaces (e.g., `cf-skills:audit-marketing`, `vercel:agent-browser`, `compound-engineering:diagram-maker`, `marketing-skills:typefully`) are optional — substitute equivalents if not installed. When a plan references a skill that isn't available, fall back to the underlying tactic and call it out in Section 13's open decisions.
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> **Note on scope.** Skills below live in this `marketingskills` repo. A few references point to optional tools from adjacent Claude Code marketplaces (e.g., `vercel:agent-browser`, `compound-engineering:diagram-maker`) — substitute equivalents if not installed. When a plan references a skill or tool that isn't available, fall back to the underlying tactic and call it out in Section 13's open decisions.
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## The thesis
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@@ -32,7 +32,6 @@ The plan's Section 11 makes this thesis explicit by:
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| `typefully` | Schedule/post tweets, threads, LinkedIn content | Cadence operations for founder-led channels |
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| `cold-email` | Write B2B cold outreach + sequences | Outbound for B2B SaaS / hybrid businesses |
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| `analytics` | Set up tracking, GA4, conversion events | Funnel instrumentation |
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| `audit-marketing` | Run the 17-section product marketing audit | Comprehensive scoring of current state |
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| `free-tools` | Plan engineering-as-marketing free tools | Build tools that generate links + leads |
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| `marketing-website-design` | Design marketing sites with intention | Pillar/landing page design |
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| `launch` | Plan and execute launches (Product Hunt, GA, feature launches) | GTM moments — strategy + tactical execution |
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@@ -87,23 +86,10 @@ The plan's Section 11 makes this thesis explicit by:
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| Skill | What it does | Primary use |
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| `positioning` | Define market positioning | Section 2 of plan (Strategic frame) |
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| `product-marketing` | Set up the `.agents/product-marketing.md` context file (positioning, ICP, voice) | Foundational — run first; every section of the plan references this |
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| `customer-research` | Conduct customer interviews + surveys | Section 2 + Section 3 (Current state) |
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| `brand-voice` | Apply / enforce brand voice | Every section that involves copy |
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| `brand-strategy` | Brand strategy workshop (stage-3 from CF process) | Foundational brand work |
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| `brand-guidelines` | Apply brand guidelines (e.g., Anthropic's) | Cross-functional brand artifact creation |
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| `brand-style-guide` | Build a brand style guide doc (stage-7) | Handoff to designers |
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| `branding` | Implement a defined brand in code | Building brand-aligned UI |
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| `product-marketing` | Set up the `.agents/product-marketing.md` context file | Persistent client context for future skill runs |
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| `marketing-psychology` | Apply behavioral science | Cross-cuts copy, CRO, paywalls |
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| `marketing-ideas` | The 139-idea library | Section 12 of plan (Idea bank) |
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| `diagram-maker` | Create visual diagrams | Flows, architecture, RACI charts |
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### CF process / workflow skills (less directly used)
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These exist for full client engagements (Conversion Factory process). The plan skill doesn't usually invoke them directly, but they show up in RACI when a client is doing a full revamp.
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`client-intake` (stage-0), `sitemap-workshop` (stage-4), `creative-direction` (stage-5), `logo-design` (stage-6), `wireframes` (stage-9), `website-build-native` / `-webflow` / `-framer` (stage-10), `client-handoff` (stage-11), `growth-engine` (stage-13)
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## MCPs and APIs mapped to AARRR
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@@ -117,9 +117,9 @@ Table:
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Stuck things are the most leverage-positive places to focus the first weeks of the 90-day plan.
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### Audit rubric snapshot
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17-section scored snapshot using the `audit-marketing` rubric as a lens. See `references/current-state-rubric.md` for the full rubric.
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17-section scored snapshot using the embedded current-state rubric. See `references/current-state-rubric.md` for the full rubric and scoring guides.
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If a formal `/audit-marketing` was run, paste the scored output. If not, note "lens used, not formal audit."
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If a prior scored audit exists, paste those scores in. Otherwise score from available materials and note "scored from materials" under the heading.
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| # | Section | Score | Note |
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|---|---|---|---|
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