00 marketing plan global skill
Use when the user needs an overall marketing plan for a period — objectives, segments, positioning, channel mix, content direction, budget, timeline, KPIs, and a risk matrix, adapted to US, EU, SEA, or LATAM.
by minhnv0807·MIT license·★ 599 Stars on the repo·GitHub ↗
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Global Marketing Plan
Master skill — calls 08-competitor-research-global, 09-customer-insight-global, 10-reverse-kpi-global before producing the final output.
For newcomers
If this is your first global marketing plan, follow this order:
- Step 0 — Read
.agents/product-marketing-context-global.md(set once per product) - Information gathering — Answer the 4 questions below
- Run sub-skills — 08 (competitors), 09 (insights), 10 (reverse KPIs)
- Assemble plan — Use the 7-section template
- Cross-check — Run the quality checklist
If .agents/product-marketing-context-global.md does not exist, ask the user to run product-marketing-context-global first to lock down product, ICP, region, currency, and brand voice.
Step 0 — Read context file
Before producing any output, read .agents/product-marketing-context-global.md to load:
- Product / service description, USP, pricing tier
- Target region (US / EU / SEA / LATAM / APAC / GLOBAL)
- Reporting currency (USD / EUR / GBP / SGD / etc.)
- Brand voice & tone-of-voice rules
- Existing channels and audience data
If the file is missing, ask the user to create it first. Do not guess context.
Information gathering
Ask the user up to 4 questions before starting:
- Product / service? Short description, core USP, price tier (entry / mid / premium).
- Target audience? Age range, location, occupation, behaviour, biggest pain point.
- Goal & budget? Target revenue per month, marketing budget (ads + content + people), campaign duration.
- Stage? Pre-launch / Launch / Growth / Mature? Existing channels with traction? Available data (followers, email list, customer database)?
If region was not captured in context file, also ask: Primary market? (US / EU / SEA / LATAM / APAC / GLOBAL multi-region).
Section 1 — Overall strategy
1.1 Situation summary
| Item | Detail |
|---|---|
| Product / service | [name + USP] |
| Market | [region + size] |
| Stage | Pre-launch / Launch / Growth / Mature |
| Plan horizon | [months] |
| Total budget | [amount + currency] |
1.2 SWOT analysis
| Positive | Negative | |
|---|---|---|
| Internal | Strengths: [list] | Weaknesses: [list] |
| External | Opportunities: [list] | Threats: [list] |
1.3 Competitive moat analysis
Call skill
08-competitor-research-globalfor the full data set.
| Competitor | Strong channel | Exploitable weakness | Their moat | Your moat |
|---|---|---|---|---|
| [Competitor 1] | ||||
| [Competitor 2] | ||||
| [Competitor 3] |
Moat types to consider:
- Brand trust (recognition + credibility)
- Content depth (long-tail expertise competitors will not replicate)
- Community lock-in (loyal customer community)
- Data advantage (better customer understanding)
- Distribution (more channels, better partners)
- Price / unit economics (sustainable lower CAC or higher LTV)
1.4 Customer insight
Call skill
09-customer-insight-globalto ground the insight in evidence.
| Element | Description |
|---|---|
| Biggest pain | [specific, observable] |
| Hidden desire | [what they truly want but rarely say] |
| Purchase barrier | [why they have not bought yet] |
| Buying trigger | [the situation that flips them to action] |
| Trusted source | [people / channels that influence them] |
Section 2 — SAVE Framework
Replaces the traditional 4P. More appropriate for services and digital products.
2.1 Solution (replaces Product)
| Question | Answer |
|---|---|
| What problem are customers facing? | [specific pain] |
| How does the product solve it? | [mechanism] |
| What outcome do they get? | [specific, measurable] |
| How fast do they see results? | [timeframe] |
2.2 Access (replaces Place)
| Channel | Funnel role | Priority |
|---|---|---|
| [Channel 1] | TOFU — attract | High / Medium / Low |
| [Channel 2] | MOFU — nurture | |
| [Channel 3] | BOFU — convert | |
| [Channel 4] | Retention — retain |
Region note: Channel mix differs per market. See
product-marketing-context-globalfor region-specific channel preferences. SEA leans on Zalo / LINE / Shopee Live, EU favours email + LinkedIn for B2B, US favours podcast + newsletter, LATAM favours WhatsApp + TikTok.
2.3 Value (replaces Price)
| Item | Detail |
|---|---|
| Product / service price | [tier + currency] |
| Customer value received | [quantified: saves X, gains Y] |
| Value-to-price ratio | [Nx] |
| Vs competitors | [cheaper / pricier — reason] |
| Pricing psychology | [anchor / bundle / tier / free trial] |
2.4 Education (replaces Promotion)
| Awareness stage | Education content | Goal |
|---|---|---|
| Unaware of problem | Pain-aware content, awareness pieces | Help them recognise the problem |
| Problem-aware, solution-unaware | How-to, comparison of approaches | Help them weigh the options |
| Solution-aware, undecided | Case study, testimonial, demo | Build trust in your brand |
| Decided, not yet acting | Offer, urgency, social proof | Get them to act now |
Section 3 — Content plan
3.1 Content pillars
| Pillar | Share | Goal | Examples |
|---|---|---|---|
| Education | 35% | Build trust, SEO | How-to, tips, explainers |
| Inspiration | 25% | Engagement, virality | Case study, before/after, story |
| Entertainment | 20% | Reach, follower growth | Trends, POV, behind-the-scenes |
| Selling | 15% | Conversion | Offer, deal, direct CTA |
| Community | 5% | Retention | Q&A, poll, user spotlight |
3.2 Funnel distribution
| Funnel stage | Content share | Primary angle | KPI |
|---|---|---|---|
| TOFU (Awareness) | 40% | Pain points, entertainment, education | View, reach, follower |
| MOFU (Consideration) | 35% | Proof, expertise, process | Engagement, save, click |
| BOFU (Conversion) | 15% | Offer, urgency, retarget | Message, lead, order |
| Retention | 10% | VIP value, referral | Repurchase, LTV |
3.3 Content repurposing matrix
One source asset = 7+ derivatives. See
01-content-calendar-globalfor detail.
| Source asset | Derivative | Channel |
|---|---|---|
| Long video (3–5 min) | Original | YouTube |
| 3 short clips (15–30s) | TikTok, Reels, Shorts | |
| 1 carousel (5–7 slides) | Instagram, LinkedIn | |
| 1 blog post (800–1500 words) | Website, SEO | |
| 1 email newsletter | Email list | |
| 3 quote cards | Story, Threads, X | |
| 1 audio clip | Podcast feed |
3.4 Source-type mix
| Type | Share | Description |
|---|---|---|
| FGC (Founder Generated Content) | 30% | Founder / expert content |
| Brand Content | 30% | Official brand assets |
| UGC (User Generated Content) | 25% | Reviews, testimonials from customers |
| EGC (Employee Generated Content) | 15% | Behind-the-scenes from team |
Section 4 — Channel system & budget
4.1 Channel deployment
| Channel | Funnel role | Monthly budget | Primary KPI |
|---|---|---|---|
| TikTok (organic + ads) | TOFU + BOFU | [amount] | View, message, CPMess |
| Meta — Facebook + Instagram (organic + ads) | MOFU + BOFU | [amount] | Reach, message, CPMess |
| Email (newsletter + flow) | MOFU + Retention | [amount] | Open rate, click rate |
| Website / SEO | MOFU | [amount] | Traffic, time on site |
| YouTube (long + Shorts) | TOFU + MOFU | [amount] | View duration, subscriber |
| Podcast / Newsletter sponsorship | TOFU | [amount] | CPM, brand lift |
| Influencer / UGC network | TOFU | [amount] | View, reach, content output |
| [Region-specific channel] |
Region note: Add LINE / Zalo / WhatsApp / WeChat per market (SEA, LATAM, China). See
product-marketing-context-globalfor region channel weights.
4.2 Budget split by stage
| Item | Launch (M1–3) | Growth (M4–6) | Mature (M7+) |
|---|---|---|---|
| Paid ads | 45–55% | 35–45% | 25–35% |
| Content production | 20–25% | 20–25% | 15–20% |
| UGC / influencer | 15–20% | 15–20% | 10–15% |
| Tools & platforms | 5–10% | 5–10% | 5–10% |
| Community & retention | 5% | 10–15% | 20–25% |
| Contingency | 5% | 5% | 5% |
| Total | 100% | 100% | 100% |
4.3 Detailed budget allocation
Example uses USD. Convert to local currency as defined in
product-marketing-context-global.
| Item | Monthly budget | % Total | Notes |
|---|---|---|---|
| Meta Ads | [amount] | [%] | |
| TikTok Ads | [amount] | [%] | |
| Google Ads (Search + YouTube) | [amount] | [%] | |
| Content (people + tools) | [amount] | [%] | |
| Influencer / UGC fees | [amount] | [%] | |
| Tools (analytics, CRM, design) | [amount] | [%] | |
| Contingency | [amount] | 5% | |
| Total | [amount] | 100% |
Section 5 — KPI & performance
5.1 Reverse KPI calculation
Call skill
10-reverse-kpi-globalfor an exact calculation.
Target revenue: [amount]
/ AOV: [amount]
= Orders needed: [count]
/ Booking->Customer [region benchmark]: [count]
= Bookings needed: [count]
/ Lead->Booking [region benchmark]: [count]
= Leads needed: [count]
/ Mess->Lead [region benchmark]: [count]
= Messages needed: [count]
x CPMess [region benchmark]: [amount]
= Required ad budget: [amount]
5.2 KPI table — 3 scenarios
| Metric | Pessimistic | Base | Optimistic |
|---|---|---|---|
| CPMess | +30% vs benchmark | Industry benchmark | -20% vs benchmark |
| Mess->Lead | -15% vs avg | Industry avg | +15% vs avg |
| Lead->Booking | -10% vs avg | Industry avg | +10% vs avg |
| Booking->Customer | -10% vs avg | Industry avg | +10% vs avg |
| Orders / month | [count] | [count] | [count] |
| Revenue / month | [amount] | [amount] | [amount] |
| ROAS | [Nx] | [Nx] | [Nx] |
| Required budget | [amount] | [amount] | [amount] |
Region benchmarks: see foundation skill
product-marketing-context-globalfor the regional benchmark file (US, EU, SEA, LATAM). Do not assume one global benchmark — CPMs vary 3–5x across regions.
5.3 KPI by channel
| Channel | Primary KPI | Month 1 target | Month 3 target | Month 6 target |
|---|---|---|---|---|
| TikTok organic | View / video, follower | |||
| TikTok ads | CPMess, ROAS | |||
| Meta ads | CPMess, CPL, ROAS | |||
| Google Search ads | CPL, ROAS | |||
| Open rate, click rate | ||||
| SEO | Organic traffic, ranking |
5.4 Business KPIs
| Metric | Formula | Target |
|---|---|---|
| ROAS | Revenue / ad spend | >3x |
| CAC | Total marketing spend / new customers | <30% AOV |
| LTV | AOV × purchases × duration | >3x CAC |
| Payback period | CAC / (AOV × margin) | <90 days |
| LTV:CAC | LTV / CAC | >3:1 |
Section 6 — Risk matrix
6.1 Risk table
| Risk | Probability | Impact | Severity | Mitigation plan |
|---|---|---|---|---|
| CPMess spikes during peak season | High | High | CRITICAL | Cut ad budget 30%, shift to organic + UGC |
| Creative fatigue (within 2 weeks) | High | Medium | HIGH | Prepare 3–5 new creatives per week, A/B test continuously |
| Competitor heavy discounting | Medium | High | HIGH | Lead with value + trust, do not race to the bottom |
| Algorithm change (TikTok / Meta) | Medium | High | HIGH | Diversify channels, no single-platform dependency |
| Key content creator leaves | Low | High | MEDIUM | Document SOPs, build backup roster |
| Negative review goes viral | Low | Very high | CRITICAL | Crisis protocol: respond within 2h, transparent, escalate |
| Budget gets cut | Medium | Medium | MEDIUM | Plan B with 50% budget — organic priority |
| Lack of customer data | Low | Medium | LOW | Capture data from day 1: forms, pixel, CRM |
6.2 Severity definitions
| Level | Definition | Action |
|---|---|---|
| CRITICAL | Direct revenue impact, lost customers | Resolve in 24h, escalate to stakeholder |
| HIGH | Significant performance drop, lost opportunity | Resolve in 48h, adjust plan |
| MEDIUM | Mild impact, recoverable | Resolve within 1 week, monitor |
| LOW | Negligible impact | Log and address opportunistically |
Section 7 — Implementation timeline
7.1 Roadmap
| Week | Theme | Detail | Output | Owner |
|---|---|---|---|---|
| Week 1 | Setup & research | Competitor research, customer insight, channel setup | Research report, channels live | [name] |
| Week 2 | Content & creative | Produce first content batch, brief UGC | 15–20 content pieces, 3–5 UGC briefs | [name] |
| Week 3 | Launch & test | Run paid test, post organically, start nurture | A/B test report, first 7 days of data | [name] |
| Week 4 | Optimise & scale | Cut bad creative, scale winners, drop weak channels | Month 1 report, Month 2 plan | [name] |
7.2 Milestones
| Month | Milestone | KPI check |
|---|---|---|
| Month 1 | Setup complete, test running, first data | CPMess, message count, reach |
| Month 2 | Found winning creative + audience | ROAS, CPL, conversion rate |
| Month 3 | Scaled main channel, funnel stable | Revenue, LTV:CAC, retention |
| Month 6 | System self-running, continuous optimisation | All KPIs stable, organic growing |
Skill chaining
This is a master skill — it calls the following sub-skills:
00-marketing-plan-global (MASTER)
|
|-- [1] 08-competitor-research-global -> Competitor analysis, gap discovery
|-- [2] 09-customer-insight-global -> Customer insight, pain points
|-- [3] 10-reverse-kpi-global -> Budget + KPIs from target revenue
|
|-- [4] Produce this plan
|
|-- [5] 01-content-calendar-global -> Detailed monthly content calendar
|-- [6] 02-campaign-brief-global -> First campaign brief
When the user requests a marketing plan:
- Ask the 4 information-gathering questions
- Run skills 08, 09, 10 (in parallel when possible)
- Assemble the plan in this template
- Suggest running 01 and 02 next if the user wants execution detail
Examples — diversified regions
Example A — US SaaS startup (Series A)
- Product: B2B project management SaaS, $49/seat/month
- Region: US, secondary CA + UK
- Stage: Growth (M9 since launch)
- Channels: SEO + content, LinkedIn ads, podcast sponsorship, lifecycle email
- Region note: B2B benchmark CAC payback <12 months, LTV:CAC >3:1
Example B — EU DTC skincare brand
- Product: Clean-formula serum, EUR 38 / 30ml
- Region: DE / FR / NL primary, expanding to UK
- Stage: Launch (3 months)
- Channels: Meta + TikTok ads, micro-influencers, Klaviyo email, Shopify
- Region note: GDPR compliance for email + ads tracking is non-negotiable
Example C — SEA fitness coaching app
- Product: Online fitness coaching subscription, SGD 29/month
- Region: Singapore primary, Malaysia + Thailand secondary
- Stage: Mature (M14)
- Channels: TikTok organic, Meta ads, LINE / WhatsApp nurture, Telegram community
- Region note: Mobile-first, conversational selling beats long-form sales pages
Quality checklist
Before delivering the plan, verify:
- All 7 sections present (Strategy, SAVE, Content, Channel, Performance, Risk, Timeline)
- SWOT grounded in real data, not assumption
- Competitive moat is specific — not generic
- SAVE Framework covers all 4 elements
- Content pillars sum to 100%
- Funnel distribution follows ratios (TOFU 40%, MOFU 35%, BOFU 15%, Retention 10%)
- Budget split by stage (Launch / Growth / Mature)
- 3-scenario KPI table calculated (Pessimistic / Base / Optimistic)
- Risk matrix has at least 5 risks with severity + mitigation
- Timeline has month-level milestones
- Region-specific benchmarks used (not blanket global numbers)
- Cross-references to related skills present
- All numbers measurable — no vague phrases like "increase a lot" or "much higher"
- Total budget sums to exactly 100%
- Currency consistent with
.agents/product-marketing-context-global.md
| 1 | |
| 2 | name 00-marketing-plan-global |
| 3 | description "Use when the user needs an overall marketing plan for a period — objectives, segments, positioning, channel mix, content direction, budget, timeline, KPIs, and a risk matrix, adapted to US, EU, SEA, or LATAM. Trigger on 'marketing plan', 'marketing strategy for next year', 'go-to-market roadmap', 'plan for Q3', 'we have no marketing plan', 'where should we spend next quarter'. Also use when a founder only says the business needs to grow and has no idea which channel to start with. Not for — one specific campaign, see `02-campaign-brief-global`; working backward from a revenue goal to spend, see `10-reverse-kpi-global`; splitting a budget across channels and months, see `61-budget-planning-global`; taking a brand new product to market, see `59-go-to-market-global`." |
| 4 | metadata |
| 5 | version 1.0.1 |
| 6 | category strategy |
| 7 | license MIT |
| 8 | triggers |
| 9 | - "marketing plan" |
| 10 | - "global marketing strategy" |
| 11 | - "go-to-market plan" |
| 12 | - "marketing roadmap" |
| 13 | - "international marketing plan" |
| 14 | related |
| 15 | - product-marketing-context-global |
| 16 | - 02-campaign-brief-global |
| 17 | - 08-competitor-research-global |
| 18 | - 09-customer-insight-global |
| 19 | - 10-reverse-kpi-global |
| 20 | |
| 21 | |
| 22 | # Global Marketing Plan |
| 23 | |
| 24 | > Master skill — calls 08-competitor-research-global, 09-customer-insight-global, 10-reverse-kpi-global before producing the final output. |
| 25 | |
| 26 | |
| 27 | |
| 28 | ## For newcomers |
| 29 | |
| 30 | If this is your first global marketing plan, follow this order: |
| 31 | |
| 32 | **Step 0** — Read `.agents/product-marketing-context-global.md` (set once per product) |
| 33 | **Information gathering** — Answer the 4 questions below |
| 34 | **Run sub-skills** — 08 (competitors), 09 (insights), 10 (reverse KPIs) |
| 35 | **Assemble plan** — Use the 7-section template |
| 36 | **Cross-check** — Run the quality checklist |
| 37 | |
| 38 | If `.agents/product-marketing-context-global.md` does not exist, ask the user to run `product-marketing-context-global` first to lock down product, ICP, region, currency, and brand voice. |
| 39 | |
| 40 | |
| 41 | |
| 42 | ## Step 0 — Read context file |
| 43 | |
| 44 | Before producing any output, read `.agents/product-marketing-context-global.md` to load: |
| 45 | |
| 46 | Product / service description, USP, pricing tier |
| 47 | Target region (US / EU / SEA / LATAM / APAC / GLOBAL) |
| 48 | Reporting currency (USD / EUR / GBP / SGD / etc.) |
| 49 | Brand voice & tone-of-voice rules |
| 50 | Existing channels and audience data |
| 51 | |
| 52 | If the file is missing, ask the user to create it first. Do not guess context. |
| 53 | |
| 54 | |
| 55 | |
| 56 | ## Information gathering |
| 57 | |
| 58 | Ask the user up to 4 questions before starting: |
| 59 | |
| 60 | **Product / service?** Short description, core USP, price tier (entry / mid / premium). |
| 61 | **Target audience?** Age range, location, occupation, behaviour, biggest pain point. |
| 62 | **Goal & budget?** Target revenue per month, marketing budget (ads + content + people), campaign duration. |
| 63 | **Stage?** Pre-launch / Launch / Growth / Mature? Existing channels with traction? Available data (followers, email list, customer database)? |
| 64 | |
| 65 | > If region was not captured in context file, also ask: **Primary market?** (US / EU / SEA / LATAM / APAC / GLOBAL multi-region). |
| 66 | |
| 67 | |
| 68 | |
| 69 | ## Section 1 — Overall strategy |
| 70 | |
| 71 | ### 1.1 Situation summary |
| 72 | |
| 73 | | Item | Detail | |
| 74 | |------|--------| |
| 75 | | Product / service | [name + USP] | |
| 76 | | Market | [region + size] | |
| 77 | | Stage | Pre-launch / Launch / Growth / Mature | |
| 78 | | Plan horizon | [months] | |
| 79 | | Total budget | [amount + currency] | |
| 80 | |
| 81 | ### 1.2 SWOT analysis |
| 82 | |
| 83 | | | Positive | Negative | |
| 84 | |---|---------|---------| |
| 85 | | **Internal** | Strengths: [list] | Weaknesses: [list] | |
| 86 | | **External** | Opportunities: [list] | Threats: [list] | |
| 87 | |
| 88 | ### 1.3 Competitive moat analysis |
| 89 | |
| 90 | > Call skill `08-competitor-research-global` for the full data set. |
| 91 | |
| 92 | | Competitor | Strong channel | Exploitable weakness | Their moat | Your moat | |
| 93 | |------------|---------------|---------------------|------------|-----------| |
| 94 | | [Competitor 1] | | | | | |
| 95 | | [Competitor 2] | | | | | |
| 96 | | [Competitor 3] | | | | | |
| 97 | |
| 98 | **Moat types to consider:** |
| 99 | |
| 100 | Brand trust (recognition + credibility) |
| 101 | Content depth (long-tail expertise competitors will not replicate) |
| 102 | Community lock-in (loyal customer community) |
| 103 | Data advantage (better customer understanding) |
| 104 | Distribution (more channels, better partners) |
| 105 | Price / unit economics (sustainable lower CAC or higher LTV) |
| 106 | |
| 107 | ### 1.4 Customer insight |
| 108 | |
| 109 | > Call skill `09-customer-insight-global` to ground the insight in evidence. |
| 110 | |
| 111 | | Element | Description | |
| 112 | |---------|-------------| |
| 113 | | Biggest pain | [specific, observable] | |
| 114 | | Hidden desire | [what they truly want but rarely say] | |
| 115 | | Purchase barrier | [why they have not bought yet] | |
| 116 | | Buying trigger | [the situation that flips them to action] | |
| 117 | | Trusted source | [people / channels that influence them] | |
| 118 | |
| 119 | |
| 120 | |
| 121 | ## Section 2 — SAVE Framework |
| 122 | |
| 123 | > Replaces the traditional 4P. More appropriate for services and digital products. |
| 124 | |
| 125 | ### 2.1 Solution (replaces Product) |
| 126 | |
| 127 | | Question | Answer | |
| 128 | |----------|--------| |
| 129 | | What problem are customers facing? | [specific pain] | |
| 130 | | How does the product solve it? | [mechanism] | |
| 131 | | What outcome do they get? | [specific, measurable] | |
| 132 | | How fast do they see results? | [timeframe] | |
| 133 | |
| 134 | ### 2.2 Access (replaces Place) |
| 135 | |
| 136 | | Channel | Funnel role | Priority | |
| 137 | |---------|------------|----------| |
| 138 | | [Channel 1] | TOFU — attract | High / Medium / Low | |
| 139 | | [Channel 2] | MOFU — nurture | | |
| 140 | | [Channel 3] | BOFU — convert | | |
| 141 | | [Channel 4] | Retention — retain | | |
| 142 | |
| 143 | > Region note: Channel mix differs per market. See `product-marketing-context-global` for region-specific channel preferences. SEA leans on Zalo / LINE / Shopee Live, EU favours email + LinkedIn for B2B, US favours podcast + newsletter, LATAM favours WhatsApp + TikTok. |
| 144 | |
| 145 | ### 2.3 Value (replaces Price) |
| 146 | |
| 147 | | Item | Detail | |
| 148 | |------|--------| |
| 149 | | Product / service price | [tier + currency] | |
| 150 | | Customer value received | [quantified: saves X, gains Y] | |
| 151 | | Value-to-price ratio | [Nx] | |
| 152 | | Vs competitors | [cheaper / pricier — reason] | |
| 153 | | Pricing psychology | [anchor / bundle / tier / free trial] | |
| 154 | |
| 155 | ### 2.4 Education (replaces Promotion) |
| 156 | |
| 157 | | Awareness stage | Education content | Goal | |
| 158 | |-----------------|-------------------|------| |
| 159 | | Unaware of problem | Pain-aware content, awareness pieces | Help them recognise the problem | |
| 160 | | Problem-aware, solution-unaware | How-to, comparison of approaches | Help them weigh the options | |
| 161 | | Solution-aware, undecided | Case study, testimonial, demo | Build trust in your brand | |
| 162 | | Decided, not yet acting | Offer, urgency, social proof | Get them to act now | |
| 163 | |
| 164 | |
| 165 | |
| 166 | ## Section 3 — Content plan |
| 167 | |
| 168 | ### 3.1 Content pillars |
| 169 | |
| 170 | | Pillar | Share | Goal | Examples | |
| 171 | |--------|-------|------|----------| |
| 172 | | Education | 35% | Build trust, SEO | How-to, tips, explainers | |
| 173 | | Inspiration | 25% | Engagement, virality | Case study, before/after, story | |
| 174 | | Entertainment | 20% | Reach, follower growth | Trends, POV, behind-the-scenes | |
| 175 | | Selling | 15% | Conversion | Offer, deal, direct CTA | |
| 176 | | Community | 5% | Retention | Q&A, poll, user spotlight | |
| 177 | |
| 178 | ### 3.2 Funnel distribution |
| 179 | |
| 180 | | Funnel stage | Content share | Primary angle | KPI | |
| 181 | |-------------|--------------|---------------|-----| |
| 182 | | TOFU (Awareness) | 40% | Pain points, entertainment, education | View, reach, follower | |
| 183 | | MOFU (Consideration) | 35% | Proof, expertise, process | Engagement, save, click | |
| 184 | | BOFU (Conversion) | 15% | Offer, urgency, retarget | Message, lead, order | |
| 185 | | Retention | 10% | VIP value, referral | Repurchase, LTV | |
| 186 | |
| 187 | ### 3.3 Content repurposing matrix |
| 188 | |
| 189 | > One source asset = 7+ derivatives. See `01-content-calendar-global` for detail. |
| 190 | |
| 191 | | Source asset | Derivative | Channel | |
| 192 | |-------------|-----------|---------| |
| 193 | | Long video (3–5 min) | Original | YouTube | |
| 194 | | | 3 short clips (15–30s) | TikTok, Reels, Shorts | |
| 195 | | | 1 carousel (5–7 slides) | Instagram, LinkedIn | |
| 196 | | | 1 blog post (800–1500 words) | Website, SEO | |
| 197 | | | 1 email newsletter | Email list | |
| 198 | | | 3 quote cards | Story, Threads, X | |
| 199 | | | 1 audio clip | Podcast feed | |
| 200 | |
| 201 | ### 3.4 Source-type mix |
| 202 | |
| 203 | | Type | Share | Description | |
| 204 | |------|-------|-------------| |
| 205 | | FGC (Founder Generated Content) | 30% | Founder / expert content | |
| 206 | | Brand Content | 30% | Official brand assets | |
| 207 | | UGC (User Generated Content) | 25% | Reviews, testimonials from customers | |
| 208 | | EGC (Employee Generated Content) | 15% | Behind-the-scenes from team | |
| 209 | |
| 210 | |
| 211 | |
| 212 | ## Section 4 — Channel system & budget |
| 213 | |
| 214 | ### 4.1 Channel deployment |
| 215 | |
| 216 | | Channel | Funnel role | Monthly budget | Primary KPI | |
| 217 | |---------|------------|----------------|-------------| |
| 218 | | TikTok (organic + ads) | TOFU + BOFU | [amount] | View, message, CPMess | |
| 219 | | Meta — Facebook + Instagram (organic + ads) | MOFU + BOFU | [amount] | Reach, message, CPMess | |
| 220 | | Email (newsletter + flow) | MOFU + Retention | [amount] | Open rate, click rate | |
| 221 | | Website / SEO | MOFU | [amount] | Traffic, time on site | |
| 222 | | YouTube (long + Shorts) | TOFU + MOFU | [amount] | View duration, subscriber | |
| 223 | | Podcast / Newsletter sponsorship | TOFU | [amount] | CPM, brand lift | |
| 224 | | Influencer / UGC network | TOFU | [amount] | View, reach, content output | |
| 225 | | [Region-specific channel] | | | | |
| 226 | |
| 227 | > Region note: Add LINE / Zalo / WhatsApp / WeChat per market (SEA, LATAM, China). See `product-marketing-context-global` for region channel weights. |
| 228 | |
| 229 | ### 4.2 Budget split by stage |
| 230 | |
| 231 | | Item | Launch (M1–3) | Growth (M4–6) | Mature (M7+) | |
| 232 | |------|--------------|---------------|--------------| |
| 233 | | Paid ads | 45–55% | 35–45% | 25–35% | |
| 234 | | Content production | 20–25% | 20–25% | 15–20% | |
| 235 | | UGC / influencer | 15–20% | 15–20% | 10–15% | |
| 236 | | Tools & platforms | 5–10% | 5–10% | 5–10% | |
| 237 | | Community & retention | 5% | 10–15% | 20–25% | |
| 238 | | Contingency | 5% | 5% | 5% | |
| 239 | | **Total** | **100%** | **100%** | **100%** | |
| 240 | |
| 241 | ### 4.3 Detailed budget allocation |
| 242 | |
| 243 | > Example uses USD. Convert to local currency as defined in `product-marketing-context-global`. |
| 244 | |
| 245 | | Item | Monthly budget | % Total | Notes | |
| 246 | |------|----------------|---------|-------| |
| 247 | | Meta Ads | [amount] | [%] | | |
| 248 | | TikTok Ads | [amount] | [%] | | |
| 249 | | Google Ads (Search + YouTube) | [amount] | [%] | | |
| 250 | | Content (people + tools) | [amount] | [%] | | |
| 251 | | Influencer / UGC fees | [amount] | [%] | | |
| 252 | | Tools (analytics, CRM, design) | [amount] | [%] | | |
| 253 | | Contingency | [amount] | 5% | | |
| 254 | | **Total** | **[amount]** | **100%** | | |
| 255 | |
| 256 | |
| 257 | |
| 258 | ## Section 5 — KPI & performance |
| 259 | |
| 260 | ### 5.1 Reverse KPI calculation |
| 261 | |
| 262 | > Call skill `10-reverse-kpi-global` for an exact calculation. |
| 263 | |
| 264 | |
| 265 | Target revenue: [amount] |
| 266 | / AOV: [amount] |
| 267 | = Orders needed: [count] |
| 268 | / Booking->Customer [region benchmark]: [count] |
| 269 | = Bookings needed: [count] |
| 270 | / Lead->Booking [region benchmark]: [count] |
| 271 | = Leads needed: [count] |
| 272 | / Mess->Lead [region benchmark]: [count] |
| 273 | = Messages needed: [count] |
| 274 | x CPMess [region benchmark]: [amount] |
| 275 | = Required ad budget: [amount] |
| 276 | |
| 277 | |
| 278 | ### 5.2 KPI table — 3 scenarios |
| 279 | |
| 280 | | Metric | Pessimistic | Base | Optimistic | |
| 281 | |--------|-------------|------|------------| |
| 282 | | CPMess | +30% vs benchmark | Industry benchmark | -20% vs benchmark | |
| 283 | | Mess->Lead | -15% vs avg | Industry avg | +15% vs avg | |
| 284 | | Lead->Booking | -10% vs avg | Industry avg | +10% vs avg | |
| 285 | | Booking->Customer | -10% vs avg | Industry avg | +10% vs avg | |
| 286 | | **Orders / month** | [count] | [count] | [count] | |
| 287 | | **Revenue / month** | [amount] | [amount] | [amount] | |
| 288 | | **ROAS** | [Nx] | [Nx] | [Nx] | |
| 289 | | **Required budget** | [amount] | [amount] | [amount] | |
| 290 | |
| 291 | > Region benchmarks: see foundation skill `product-marketing-context-global` for the regional benchmark file (US, EU, SEA, LATAM). Do not assume one global benchmark — CPMs vary 3–5x across regions. |
| 292 | |
| 293 | ### 5.3 KPI by channel |
| 294 | |
| 295 | | Channel | Primary KPI | Month 1 target | Month 3 target | Month 6 target | |
| 296 | |---------|------------|----------------|----------------|----------------| |
| 297 | | TikTok organic | View / video, follower | | | | |
| 298 | | TikTok ads | CPMess, ROAS | | | | |
| 299 | | Meta ads | CPMess, CPL, ROAS | | | | |
| 300 | | Google Search ads | CPL, ROAS | | | | |
| 301 | | Email | Open rate, click rate | | | | |
| 302 | | SEO | Organic traffic, ranking | | | | |
| 303 | |
| 304 | ### 5.4 Business KPIs |
| 305 | |
| 306 | | Metric | Formula | Target | |
| 307 | |--------|---------|--------| |
| 308 | | ROAS | Revenue / ad spend | >3x | |
| 309 | | CAC | Total marketing spend / new customers | <30% AOV | |
| 310 | | LTV | AOV × purchases × duration | >3x CAC | |
| 311 | | Payback period | CAC / (AOV × margin) | <90 days | |
| 312 | | LTV:CAC | LTV / CAC | >3:1 | |
| 313 | |
| 314 | |
| 315 | |
| 316 | ## Section 6 — Risk matrix |
| 317 | |
| 318 | ### 6.1 Risk table |
| 319 | |
| 320 | | Risk | Probability | Impact | Severity | Mitigation plan | |
| 321 | |------|------------|--------|----------|-----------------| |
| 322 | | CPMess spikes during peak season | High | High | **CRITICAL** | Cut ad budget 30%, shift to organic + UGC | |
| 323 | | Creative fatigue (within 2 weeks) | High | Medium | **HIGH** | Prepare 3–5 new creatives per week, A/B test continuously | |
| 324 | | Competitor heavy discounting | Medium | High | **HIGH** | Lead with value + trust, do not race to the bottom | |
| 325 | | Algorithm change (TikTok / Meta) | Medium | High | **HIGH** | Diversify channels, no single-platform dependency | |
| 326 | | Key content creator leaves | Low | High | **MEDIUM** | Document SOPs, build backup roster | |
| 327 | | Negative review goes viral | Low | Very high | **CRITICAL** | Crisis protocol: respond within 2h, transparent, escalate | |
| 328 | | Budget gets cut | Medium | Medium | **MEDIUM** | Plan B with 50% budget — organic priority | |
| 329 | | Lack of customer data | Low | Medium | **LOW** | Capture data from day 1: forms, pixel, CRM | |
| 330 | |
| 331 | ### 6.2 Severity definitions |
| 332 | |
| 333 | | Level | Definition | Action | |
| 334 | |-------|-----------|--------| |
| 335 | | **CRITICAL** | Direct revenue impact, lost customers | Resolve in 24h, escalate to stakeholder | |
| 336 | | **HIGH** | Significant performance drop, lost opportunity | Resolve in 48h, adjust plan | |
| 337 | | **MEDIUM** | Mild impact, recoverable | Resolve within 1 week, monitor | |
| 338 | | **LOW** | Negligible impact | Log and address opportunistically | |
| 339 | |
| 340 | |
| 341 | |
| 342 | ## Section 7 — Implementation timeline |
| 343 | |
| 344 | ### 7.1 Roadmap |
| 345 | |
| 346 | | Week | Theme | Detail | Output | Owner | |
| 347 | |------|-------|--------|--------|-------| |
| 348 | | Week 1 | Setup & research | Competitor research, customer insight, channel setup | Research report, channels live | [name] | |
| 349 | | Week 2 | Content & creative | Produce first content batch, brief UGC | 15–20 content pieces, 3–5 UGC briefs | [name] | |
| 350 | | Week 3 | Launch & test | Run paid test, post organically, start nurture | A/B test report, first 7 days of data | [name] | |
| 351 | | Week 4 | Optimise & scale | Cut bad creative, scale winners, drop weak channels | Month 1 report, Month 2 plan | [name] | |
| 352 | |
| 353 | ### 7.2 Milestones |
| 354 | |
| 355 | | Month | Milestone | KPI check | |
| 356 | |-------|-----------|-----------| |
| 357 | | Month 1 | Setup complete, test running, first data | CPMess, message count, reach | |
| 358 | | Month 2 | Found winning creative + audience | ROAS, CPL, conversion rate | |
| 359 | | Month 3 | Scaled main channel, funnel stable | Revenue, LTV:CAC, retention | |
| 360 | | Month 6 | System self-running, continuous optimisation | All KPIs stable, organic growing | |
| 361 | |
| 362 | |
| 363 | |
| 364 | ## Skill chaining |
| 365 | |
| 366 | This is a master skill — it calls the following sub-skills: |
| 367 | |
| 368 | |
| 369 | 00-marketing-plan-global (MASTER) |
| 370 | | |
| 371 | |-- [1] 08-competitor-research-global -> Competitor analysis, gap discovery |
| 372 | |-- [2] 09-customer-insight-global -> Customer insight, pain points |
| 373 | |-- [3] 10-reverse-kpi-global -> Budget + KPIs from target revenue |
| 374 | | |
| 375 | |-- [4] Produce this plan |
| 376 | | |
| 377 | |-- [5] 01-content-calendar-global -> Detailed monthly content calendar |
| 378 | |-- [6] 02-campaign-brief-global -> First campaign brief |
| 379 | |
| 380 | |
| 381 | When the user requests a marketing plan: |
| 382 | |
| 383 | Ask the 4 information-gathering questions |
| 384 | Run skills 08, 09, 10 (in parallel when possible) |
| 385 | Assemble the plan in this template |
| 386 | Suggest running 01 and 02 next if the user wants execution detail |
| 387 | |
| 388 | |
| 389 | |
| 390 | ## Examples — diversified regions |
| 391 | |
| 392 | ### Example A — US SaaS startup (Series A) |
| 393 | |
| 394 | Product: B2B project management SaaS, $49/seat/month |
| 395 | Region: US, secondary CA + UK |
| 396 | Stage: Growth (M9 since launch) |
| 397 | Channels: SEO + content, LinkedIn ads, podcast sponsorship, lifecycle email |
| 398 | Region note: B2B benchmark CAC payback <12 months, LTV:CAC >3:1 |
| 399 | |
| 400 | ### Example B — EU DTC skincare brand |
| 401 | |
| 402 | Product: Clean-formula serum, EUR 38 / 30ml |
| 403 | Region: DE / FR / NL primary, expanding to UK |
| 404 | Stage: Launch (3 months) |
| 405 | Channels: Meta + TikTok ads, micro-influencers, Klaviyo email, Shopify |
| 406 | Region note: GDPR compliance for email + ads tracking is non-negotiable |
| 407 | |
| 408 | ### Example C — SEA fitness coaching app |
| 409 | |
| 410 | Product: Online fitness coaching subscription, SGD 29/month |
| 411 | Region: Singapore primary, Malaysia + Thailand secondary |
| 412 | Stage: Mature (M14) |
| 413 | Channels: TikTok organic, Meta ads, LINE / WhatsApp nurture, Telegram community |
| 414 | Region note: Mobile-first, conversational selling beats long-form sales pages |
| 415 | |
| 416 | |
| 417 | |
| 418 | ## Quality checklist |
| 419 | |
| 420 | Before delivering the plan, verify: |
| 421 | |
| 422 | [ ] All 7 sections present (Strategy, SAVE, Content, Channel, Performance, Risk, Timeline) |
| 423 | [ ] SWOT grounded in real data, not assumption |
| 424 | [ ] Competitive moat is specific — not generic |
| 425 | [ ] SAVE Framework covers all 4 elements |
| 426 | [ ] Content pillars sum to 100% |
| 427 | [ ] Funnel distribution follows ratios (TOFU 40%, MOFU 35%, BOFU 15%, Retention 10%) |
| 428 | [ ] Budget split by stage (Launch / Growth / Mature) |
| 429 | [ ] 3-scenario KPI table calculated (Pessimistic / Base / Optimistic) |
| 430 | [ ] Risk matrix has at least 5 risks with severity + mitigation |
| 431 | [ ] Timeline has month-level milestones |
| 432 | [ ] Region-specific benchmarks used (not blanket global numbers) |
| 433 | [ ] Cross-references to related skills present |
| 434 | [ ] All numbers measurable — no vague phrases like "increase a lot" or "much higher" |
| 435 | [ ] Total budget sums to exactly 100% |
| 436 | [ ] Currency consistent with `.agents/product-marketing-context-global.md` |
| 437 |
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