Marketing Playbook

Diagrams | Matrices | Thinkers

Key procedures and processes in a performant marketing playbook.

| LD | Job to be Done | Primary Output | Frequency | Avg. Hours | Impact | Execution | Owner | | :-: | ----------------------------------------------------------------------------------------------------------------------- | --------------------------------------- | --------- | ---------- | ------ | --------- | ----- | --- | --- | | MR | Marketing Strategy | Marketing Strategy Document | | | | | | | | | MR | Competitor Analysis | Competitive positioning report | Monthly | 8-12 | Medium | High | | | MR | Market Trend Analysis | Trend report with opportunity sizing | Monthly | 10-15 | High | High | | | MR | Customer Persona Development | Detailed persona profiles | Quarterly | 15-20 | High | High | | | CP | Thought Leadership Content Creation | 1,200-word article | Weekly | 4-6 | Medium | Medium | | | CP | SEO Content Production | Keyword-optimized article | Weekly | 3-5 | High | High | | | CP | Short-form Video Creation | 30-90 second video | Daily | 2-3 | High | Medium | | | CP | Content Repurposing | 5-7 derivatives from 1 asset | Daily | 1-2 | Medium | Low | | | CD | Multi-platform Content Distribution | Content posted across channels | Daily | 1-2 | Medium | Medium | | | CD | Email Campaign Creation | Email campaign | Weekly | 3-4 | Medium | Medium | | | CD | Paid Media Campaign Setup | Campaign structure and creative | Weekly | 4-6 | Medium | Medium | | | GA | Growth Loop Modelling | Quantitative growth model | Quarterly | 15-20 | High | High | | | GA | A/B Test Design | Test hypothesis and implementation plan | Weekly | 3-5 | High | High | | | GA | Retention Analysis | Cohort analysis report | Weekly | 4-6 | High | High | | | GA | Activation Optimization | Onboarding flow improvements | Bi-weekly | 6-8 | High | High | | | GA | Experiment Analysis | Results report with recommendations | Weekly | 3-4 | High | Medium | | | CM | Community Content Moderation | Moderated content feed | Daily | 2-3 | Medium | Low | | | CM | Community Engagement | Responses to community posts | Daily | 2-3 | Medium | Medium | | | CM | User-Generated Content Curation | Curated UGC gallery | Weekly | 3-4 | High | Medium | | | CM | Token Reward Distribution | Reward distribution report | Weekly | 2-3 | Medium | Low | | | CM | Marketing Podcast | | | | | | | | AI | Prompt Library Management | Updated prompt library | Weekly | 2-3 | Medium | High | | | AI | AI Model Evaluation | Model performance report | Monthly | 8-10 | Medium | Medium | | | AI | AI Agent Orchestration | Agent workflow configuration | Weekly | 4-6 | High | High | | | AI | Custom AI Training | Fine-tuned model | Monthly | 15-20 | High | High | | | PM | ROI Analysis | ROI report by channel/campaign | Weekly | 3-4 | Medium | Medium | | | PM | Performance Dashboard Development | Interactive dashboard | Weekly | 2-3 | Medium | Medium | | | PM | Marketing Attribution Analysis | Attribution model report | Monthly | 6-8 | High | High | | | PM | Forecasting | Growth forecast | Monthly | 4-6 | High | High | | | MO | Tech Stack Integration | Integration documentation | Quarterly | 10-15 | Medium | High | | | MO | Workflow Documentation | Process documentation | Monthly | 4-6 | Medium | High | | | MO | Resource Task Management | Resource allocation plan | Monthly | 3-4 | Medium | Medium | | | MO | Knowledge Management | Updated knowledge base | Weekly | 3-4 | High | High | | | CT | Web3 Playbook Review | | | | | | | | CT | Blink Implementation | Working transaction Blink | Bi-weekly | 8-10 | High | High | | | CT | Token Economy Design | Tokenomics model | Quarterly | 20-30 | High | High | | | CT | Crypto Payment Integration | Payment gateway implementation | Quarterly | 15-20 | Medium | High | |

Explore where LLMs, AI powered SaaS Tools, or Custom Built AI Agents can be progressively integrated to handle more complex tasks too optimize effectiveness of marketing operations.

Operations

Principles, Platform (Tools, Tech and Assets), Playbook (Protocols and Process), Performance (Outcomes)

• Principles: Essentials of Marketing
• Platform: Tools, Tech and Assets
• Playbook: To retain and attract customer attention
• People: Build a dream team of human and AI beings
• Performance: Quantifiable outcomes to measure quality of performance

JTBD Analysis

Atomic Job to be Done analysis for driving Lean Marketing Operations that is intended to:

1. Objectively assess performance of both humans and AI agents
2. Identify opportunities for automation and enhancement
3. Create clear documentation for training and knowledge transfer
4. Establish a foundation for continuous improvement

• What can be run

Metadata

Metadata	Notes
ID	Unique Job ID
Job to be Done	Analysis of pain points and desired outcomes
Primary Output	Tangible output of objective value or source of truth
Frequency
Avg. Hours
Potential
Impact
Priority
KPIs
Toolkit

Implementation

Job Documentation Structure Each job should have its own page with:

• Job purpose and business impact
• Step-by-step process documentation
• Input requirements and output specifications
• Quality standards and acceptance criteria
• Performance metrics and benchmarks
• Required tools and access
• Common failure modes and solutions
• Time and resource requirements

Performance Measurement For each job, establish:

• Baseline performance (time, quality, cost)
• Target performance
• Actual performance tracking
• Variance analysis

AI Integration Approach For jobs with high AI potential:

• Document current human process in detail
• Identify decision points and judgment calls
• Create prompt templates for AI assistance
• Establish human-in-the-loop checkpoints
• Define quality control measures

Continuous Improvement For each job:

• Track cycle time and throughput
• Identify bottlenecks and constraints
• Document process improvements
• Measure impact of improvements

Key Insights

The highest-impact activities that have the highest potential for collaborative insights with AI Agents represent the best opportunities for valuable transformation.

Highest AI Potential Activities:

• Retention Analysis
• AI-Powered Insights Generation
• Market Research Automation
• Content Production at Scale
• Predictive Campaign Optimization
• AI Agent Orchestration
• Knowledge Management

Highest Impact Activities:

• Growth Model Development
• Retention Analysis
• Experiment Management
• AI-Powered Insights Generation
• Content Production at Scale
• User-Generated Content Amplification
• Content Loop Management
• Viral Loop Enhancement
• Crypto-Native Growth Tactics
• Activation Optimization
• Value Metric Identification
• Pricing Experimentation
• Expansion Revenue Management
• Token Economy Design
• Knowledge Management

Activities Requiring Most Creative Human Input:

• Growth Model Development
• Experiment Management
• Crypto-Native Growth Tactics
• Value Metric Identification
• Token Economy Design