Status: Scaffold / triage findings. Not the SOP itself yet — that needs a dedicated session. This doc captures what exists, what's missing, and the open questions that need to be answered before the SOP can be written cleanly.
Why this exists: the pipeline has been built bottom-up across the LDH client work. Methodology files, skills, and crumbs of process exist scattered across the workspace. The SOP would consolidate them into a single document that says "for any new SpeakUp client, here's the end-to-end process, who runs each stage, what skills assist, what outputs land where, what review gates exist."
From _ops/methodology/README.md + workspace-derived additions:
| # | Stage | Owner | Input | Output | Status |
|---|---|---|---|---|---|
| 0 | Discovery call + pitch | Hoski + Jason | Lead intake | Plan de Match | Pre-signing |
| 1 | Social Strategy Research | Claude Code (social-strategy-research skill) | Brand, niche, IG handle | clients/{slug}/SOCIAL_STRATEGY_RESEARCH.md | Skill exists |
| 2 | Plan de Match (pitch deck) | Hoski + Jason | Strategy research | Client signs | Template exists |
| 3 | Deep Dive Call (60 min, 5 blocks) | Jason + client | Signed contract | Call transcript | Guide exists, no automation |
| 4 | Messaging Playbook | Claude Code (manual) | Deep dive transcript | clients/{slug}/brand/messaging-framework.md | Template exists, no skill |
| 5 | Brand Guide | Claude Code + Jason | Visual assets + voice | clients/{slug}/brand/brand-guide.md | Template exists, scaffolded by new-client skill |
| 6 | Master Content Topics | Claude Code (manual) | Messaging + deep dive | clients/{slug}/strategy/topic-backlog.md | Methodology exists, no skill |
| 7 | Profile Setup (bio + highlights + pin posts) | Claude Code (manual) | Messaging + topics | Bio/highlights/pin structure | Frameworks exist, no skill |
| 8 | Stories Strategy | Claude Code (manual) | Messaging + season + topics | clients/{slug}/projects/.../stories-plan.md | Methodology v1 exists (LDH), /draft-stories-from-framework deferred |
| 9 | Monthly Content Brief | Claude Code (manual) | Messaging + topics + season + season-prior data | projects/{batch}/brief.md | Pattern emerging from LDH Mois 1 + Mois 2, not formalized |
| 10 | Scripts (videos + carousels) | Claude Code (manual) | Brief | projects/{batch}/scripts.md | LDH Mois 2 just shipped, framework formalized |
| 11 | Pass 2 Creative Direction (props, in-camera, pattern interrupts) | Claude Code + SpeakUp production | Locked scripts | Pass 2 notes per post | Methodology placeholder exists, needs dedicated session |
| 12 | Calendar + IG captions | Claude Code (manual) | Locked scripts + dates | projects/{batch}/calendar.md | Pattern from LDH, not formalized |
| 13 | Production (shoot, edit) | SpeakUp Studios | Brief + scripts + Pass 2 | Post assets | Outside Claude Code |
| 14 | Publishing | SpeakUp / client | Assets + captions | Live posts | Routing to Plankton deferred |
| 15 | Engagement-DR + comments | Methodology placeholder | Live post | Comment activity | Methodology placeholder exists, needs dedicated session |
| 16 | Post-publication measurement / retro | Not done yet | Engagement data | Retro doc, methodology updates | No process |
What exists today that could plug into each stage:
| Skill | Stage(s) it fits | Notes |
|---|---|---|
social-strategy-research | 1 | Skill exists, used for LDH |
new-client | 5 | Scaffolds folder + brand guide |
instagram-carousel | 10 (carousels) | Lean carousel HTML output |
carousel-editor | 10 (carousels) | Editor for carousel HTML |
quote-graphic-generator | 10 (variants) | Quote cards |
thumbnail-generator | 10 (thumbnails) | Single-frame thumbnail HTML |
thumbnail-shorts | 10 (Reels covers) | 9:16 thumbnail hybrid |
media-memory | All (asset retrieval) | Multimodal memory |
transcript-summary | 3 (deep dive transcripts) | Could feed messaging playbook draft |
consolidate-memory | Workspace meta | Nightly memory consolidation |
research-scout | Adjacent | Web intelligence |
| Skill | Stage(s) it fits | Could-do |
|---|---|---|
copywriting | 4, 9, 10, 12 | Soft-pass on script copy, captions, brief copy |
copy-editing | 4, 9, 10, 12 | Catch em-dashes, redundancy, AI tells |
brand-review | 4, 10, 12 | Voice drift check against messaging playbook |
brand-voice:enforce-voice | 10 | Apply brand guidelines to content creation |
brand-voice:generate-guidelines | 4, 5 | Generate brand guidelines from documents/transcripts |
marketing-psychology | 6, 10 | Hook category selection, audience psych |
social-content | 10 | Multi-platform formatting |
lead-magnets | Adjacent (lead magnet PDFs) | LDH already has 4 |
email-sequence | Adjacent | DM nurture sequence design (post-magnet) |
competitor-profiling | 1 | Could complement social-strategy-research |
customer-research | 1, 6 | Audience deep work |
marketing:campaign-plan | 9 | Monthly batch brief generation |
marketing:content-creation | 10 | Channel-specific drafting |
marketing:brand-review | 10 | Pre-ship review against brand voice |
content-strategy | 6, 9 | Topic clustering, content calendar |
paid-ads | 14 (boosting) | Lead Gen Ad copy variants |
community-marketing | 15 | Engagement-DR adjacent |
marketing-ideas | 6 | Idea generation |
launch-strategy | Adjacent | Mois 1 launch batch |
| Gap | Notes |
|---|---|
/draft-stories-from-framework | Open in project_ldh.md, deferred until Plankton registry settled + 2nd client uses methodology |
/visual-ref | Open in project_ldh.md, wraps infsh-skills/skills@ai-image-generation for Pass 2 visual handoff to editors |
| Messaging playbook generator from deep-dive transcript | Big leverage, but needs strong transcript-to-structured-doc pipeline |
| Pin post + bio + highlights generator | Could be a single /profile-setup skill |
| Monthly batch brief generator | LDH Mois 2 brief.md is the prototype; could be templatized |
| Caption generator from script + DM keyword | Simple to build, high-frequency need |
| Pass 2 creative direction generator | Blocked on creative-direction methodology being written |
| Post-publication retro | Blocked on engagement-DR methodology + measurement convention |
These are the things we don't have clean answers for. The SOP cannot be written until they're resolved (or explicitly deferred).
Cowork vs Code per stage. Some stages are heavy production runs (script writing, brief generation), others are deep methodology work (creative direction, engagement-DR design). The current feedback_tool_choice.md heuristic should be applied per-stage in the SOP. Which stages live where?
Skill invocation discipline. This session wrote 14 scripts without invoking copywriting, copy-editing, or brand-review. The Why-line bloat + em-dash slip would have been caught earlier with a brand-review pass. The SOP should specify "for stage X, invoke skill Y as soft-pass before delivering". Open: which skills are mandatory vs. optional per stage?
Soft-pass V2 protocol. Jason flagged the idea: take a draft, run it through a relevant skill on a different version, compare to original, decide which to ship. This needs a defined protocol: when to do it, how to file the V2, how to decide between versions. Candidate first test: take 3 LDH Mois 2 video scripts, run them through copywriting + brand-review, file as scripts-v2.md, compare.
Plankton routing. Stages 13-16 (production, publishing, engagement, measurement) live in Plankton, not here. The SOP needs to say where the Code-side handoff ends and Plankton picks up. Open in project_ldh.md.
Onboarding crumbs to consolidate. _ops/client-system/ONBOARDING.md + _ops/client-system/SPEC.md + clients/_template/README.md overlap. The SOP onboarding section should pull from all three, deduplicate, and become the single source.
Methodology vs skill split. Some pipeline knowledge lives as a _ops/methodology/*.md file (read by humans), some as a skill (executable). When does something become a skill vs stay a doc? Current rule of thumb: if a skill needs Plankton's framework registry to be useful (stories methodology), keep as doc until registry exists. Worth formalizing.
Per-client SOP variation. Pipeline is universal but clients have variations (LDH is the canonical, Cody/Wolf-Pack/etc. are legacy testing). Does the SOP have a "client variations" section, or does each client get its own SOP variant under clients/{slug}/?
Review gate convention. Between stages, what's the gate? (Draft posted to Notion? Slack message to Charles/Antonio? Brief committed to git?) Gates aren't documented today; happen ad-hoc.
The cleanest first test of skill-augmented pipeline work:
scripts.md (varied: V1 tactical, V7 emotional, V9 humor test).copywriting skill (rewrite pass focused on hook strength + body tightening)brand-review skill (compliance check against clients/les-dames-des-hypotheques/brand/messaging-framework.md)scripts-v2.md in the same project folder._ops/methodology/skill-augmented-script-pass.md (or fold into this SOP scaffold).This is the cheapest way to learn whether the global marketing/copywriting skills add real value to the LDH-style work, or if the custom workspace methodology already covers what they offer.
Pickup order for the SOP-development session:
_ops/methodology/README.md + _ops/client-system/ONBOARDING.md + _ops/client-system/SPEC.md._ops/client-system/ONBOARDING.md becomes the source, others reference._ops/methodology/README.md — pipeline order from Angelo + framework index_ops/client-system/ONBOARDING.md — current client onboarding_ops/client-system/SPEC.md — client folder specclients/_template/ — folder templatefeedback_tool_choice.md (auto-memory) — Cowork vs Code heuristicfeedback_deliverable_hygiene.md (auto-memory, new this session) — keep client deliverables free of internal reasoning