827 Marketing Solutions
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Overview Session Protocol Folder Structure Agent Team Tool Stack 🧠 The Brain Active Clients Rules ⚡ The Machine
Built by Kevin Castro × Claude
Real marketing skill, paired with AI — and an entire marketing company built to run itself.
This entire system was built by Kevin Castro — happy to bring his marketing skill together with Claude, Anthropic's frontier AI, to create it. Not a template, not off-the-shelf software: a living, multi-agent operation architected piece by piece — the agents, the rules, the pricing engine, the client pipeline, and the dashboards your partners are looking at right now.
The result is a real company that runs like a team of specialists — content, creative, scheduling, analytics, websites, pricing, and strategy — each one an AI agent that knows its job and hands off to the next. This is what one person, working alongside AI, can now build.
⚡ 9 AI agents, one coordinated team
🏗️ Built from zero — fully custom
🚀 Live and running real clients
What you're looking at: 827 Marketing Solutions runs a team of 9 AI agents — each one has a specific job, like a real employee. They create content, publish to social media, pull analytics, build websites, and run strategy. This document explains exactly how that system is organized, what files control it, and how it stays coordinated across multiple clients — without any agent getting confused or mixing things up.

The simple version: Think of this like a company with 8 employees. Each employee has a job description (their AGENT.md file), a company handbook they all follow (CLAUDE.md), a shared office whiteboard (STATUS.md), and a client folder for each account they work on (CLIENT-TRUTH.md). Every time someone starts a new work session, they read the handbook, check the whiteboard, and open the right client folder before doing anything.
How It Works — The Big Picture
The 827 Marketing Solutions system is built around one core idea: every agent knows exactly what to read, in what order, before touching anything. This prevents cross-client confusion, keeps all agents in sync, and makes the whole system portable — it runs on Kevin's local machine today and can move to a server tomorrow without changing a single file.

There are three layers of files every agent works with:

Layer 1 — Universal (same for everyone, every session): CLAUDE.md + AGENCY-TRUTH.md. These never change per client. They define the company, the rules, and the tools.

Layer 2 — Agency-wide state: ops/STATUS.md. The shared whiteboard. Tells every agent which clients are active and what's happening across the whole agency right now.

Layer 3 — Client-specific: clients/{client}/STATUS.md + clients/{client}/CLIENT-TRUTH.md. The only place client facts and session notes live. Each client has their own isolated folder. Agents are only allowed to read and write to the ONE client they're working on in that session.
Session Start Protocol — Every Agent, Every Client, Every Time
Every time an agent is loaded — whether it's Mary writing a content brief or Parker scheduling posts — they run through these exact steps before doing any work. There are no exceptions. This is what prevents an agent from accidentally writing VoiceLink content into a Home Inspection folder, or publishing to the wrong client's social accounts.

Step 0 is the most important: if Kevin doesn't specify which client, the agent stops completely and asks. No file gets read, no work gets done until the client is confirmed. This is the first line of defense against cross-client errors.
These steps run in order before any work begins. No exceptions.
0
IF no client name provided → STOP
Ask Kevin: "Which client are we working on today?" Do not read any files or do any work until Kevin confirms the client name. This is non-negotiable — it prevents any possibility of mixing up client files.
1
agents/{my-name}/AGENT.md
The agent reads their own job description. This file defines exactly what they own, what they don't touch, and their locked behaviors. It never changes per client — it's the same rules whether working on VoiceLink or Home Inspection.
2
AGENCY-TRUTH.md
The company tool bible. Every MCP tool, endpoint, publishing rule, and infrastructure fact lives here. If a tool isn't listed here, the agent doesn't use it. This ensures every agent is using the same tools the same way, every time.
3
ops/STATUS.md
The agency whiteboard. The agent checks which clients are active, any system-wide alerts or flags, and what other agents last reported. This is the agency-level "what's going on right now" check.
4
Marketing Agency/clients/{client}/STATUS.md
The client-specific whiteboard. What every agent last did for THIS client. What's in progress. What's blocked. What's next. This is how agents hand off work to each other — without ever having a live conversation.
5
Marketing Agency/clients/{client}/CLIENT-TRUTH.md
The single source of truth for this specific client. Platforms they publish on, account IDs, posting times, brand voice, content pillars, banned words, overlay placement rules. Every client has their own version of this file. This is what makes an agent "know" the client — not memory, but facts locked in a file.
6
CONFIRM — Required before any work begins
The agent says out loud exactly what they loaded. This is an accountability checkpoint — it creates a paper trail and forces the agent to verify they read the right files for the right client.
"I am [agent name] working on [client name]. I have read [client]/STATUS.md and [client]/CLIENT-TRUTH.md. Ready to proceed."
7
Work
Only now does the agent actually do their job — brief writing, image generation, publishing, analytics, etc.
8
BLUEPRINT CHECK — before saving (every agent, every mode)
Ask: "Did I change how the system works?" If you added or changed any process, workflow, rule, page/template, tool, pricing, or agent behavior, flag it for Judy in ops/STATUS.md under a → Judy (Blueprint) line — what changed, where, and why. Judy then updates this System Architecture Blueprint. If the Blueprint doesn't match reality, the system is broken.
9
Write to Marketing Agency/clients/{client}/STATUS.md
Before closing, the agent logs what they did, what's next, and anything that's blocked. This is how the next agent — or this same agent in a future session — picks up exactly where things left off. No verbal handoffs. No guessing. It's all in the file.
10
CLOSING CONFIRM — Wait for Kevin
The agent confirms exactly which file they saved to and waits for Kevin to acknowledge before ending the session. This prevents silent saves to the wrong file.
"Session complete. I wrote to clients/[client name]/STATUS.md. No other client files were touched. Please confirm."
Do not close until Kevin confirms.
Folder Structure — Where Everything Lives
The folder structure is designed around one rule: shared things live at the top, client-specific things live in their own isolated folder. No client's files ever touch another client's folder. An agent working on Home Inspection only reads and writes to the Home Inspection folder — nothing else.

Blue = shared across all agents and all clients.   Yellow = client-specific.   Orange = agency ops.   Purple = agent files.   Cyan = shared frameworks.

The folder is designed to be server-ready — all paths are relative, meaning this entire system can be moved from Kevin's local drive to a cloud server without changing a single line of code.
💡 Click any underlined file or folder to learn what it does
827Solutions/ (827 Marketing Solutions root — everything lives here)
├── CLAUDE.md← The company handbook. Read by every agent, every session.
├── AGENCY-TRUTH.md← The tool bible. The ONLY place tool facts live.
├── agents/← One folder per agent. Never change per client.
│   ├── mary/    AGENT.md    ← Content Strategist
│   ├── cameron/ AGENT.md    ← Creative Director
│   ├── parker/  AGENT.md    ← Publisher
│   ├── eli/     AGENT.md    ← Analytics
│   ├── judy/    AGENT.md    ← Website & Dashboards
│   ├── dakota/  AGENT.md    ← Business Strategist
│   ├── riley/   AGENT.md    ← Repurposing Engine
│   ├── kasey/   AGENT.md    ← Orchestration
│   └── jim/     AGENT.md    ← Pricing & Proposals
├── frameworks/← Hook frameworks, platform specs, posting calendar. Shared across ALL clients.
│   ├── influencer-strategy.md  ← 13 hook frameworks (Hormozi, Gary V, etc.)
│   ├── platform-specs.md       ← Image sizes, video specs per platform
│   └── posting-calendar.md     ← Best posting times per platform
├── ops/← Agency-wide operations only. No client content here.
│   ├── STATUS.md                 ← Active client index + agency-wide flags only
│   ├── ONBOARDING-WORKFLOW.md  ← Full pipeline: Kevin triggers → Kasey orchestrates → agents execute
│   └── SAVING-INSTRUCTIONS.md  ← Rules for how agents save and name files
├── products/← Product-level docs. Not client-specific.
│   ├── voicelink/            ← 3DAi VoiceLink product files + blueprint
│   └── website/
├── Websites/← Active website builds. Judy's domain.
│   └── 3dai-voicelink/     ← Live VoiceLink website (mockup-final-2026-06-09.html)
├── reference/← Kevin-facing display docs. Agents do NOT read these for instructions.
│   ├── system-architecture.html   ← This document. Display only.
│   ├── empire-architecture/       ← 827 empire map + vision
│   ├── client-resources/          ← Client-facing sales docs, proposals, reports
│   ├── engineering/               ← Repo setup notes + scripts
│   └── _archive/                  ← Retired files, kept for reference
└── Marketing Agency/clients/← One folder per client. Completely isolated.
     ├── _template/                   ← Copy this to create any new client instantly
     ├── 3dai-voicelink/               ← ✅ Active — Week 2
     │   ├── CLIENT-TRUTH.md          ← Single source of truth for this client
     │   ├── STATUS.md                ← Agent session notes for this client only
     │   ├── brief/                    ← Mary's weekly briefs + 8-week schedule
     │   ├── assets/                   ← Logo, brand overlays, fonts
     │   ├── content/                  ← Cameron's generated images + captions
     │   ├── analytics/                ← Eli's weekly analytics reports
     │   └── dashboard/               ← DASHBOARD.html + client-facing HTML pages
     ├── home-inspection-experts/     ← 🔄 Onboarding — signs 2026-06-10
     ├── hollywood-construction/      ← 🔄 Onboarding
     ├── roof-replacement-inc/        ← 🔄 Onboarding
     ├── roof-repairs-ca/             ← 🔄 Onboarding
     └── paddlelink/             ← 🔄 Onboarding — pickleball app · Discovery done 2026-06-10
Key Files — What Each One Does
There are 6 critical file types in this system. Knowing what each one is for — and more importantly, what it is NOT for — is what keeps the whole system clean. Every file has exactly one job. No file doubles up.
Shared — All Agents, All Clients
CLAUDE.md
The company handbook. Every agent reads this at the start of every single session — before doing anything else. It defines what 827 Marketing Solutions is, what products exist, the 10-step session protocol, the folder structure, and the non-negotiable rules. Think of it like the employee handbook that every new hire reads on day one — except every employee re-reads it every single morning.
Read by: Every agent, every session
Shared — All Agents, All Clients
AGENCY-TRUTH.md
The tool room. Contains every software tool the agency uses, how to use it, what it's for, and what's been retired. MCP endpoints, model names, publishing rules, deprecated tools — all here, nowhere else. If an agent wants to publish a post or generate an image, they come here first to confirm exactly which tool to use and how. No agent ever guesses at tools.
Read by: Every agent, every session
Ops — Agency-Wide Only
ops/STATUS.md
The agency whiteboard. When an agent starts a session, they check this to see which clients are active, any system-wide warnings (like a tool being broken or a platform having a character limit), and what Kasey last reported. This file stays clean — it only holds agency-level information, never client-specific session notes. Client notes go in the client's own STATUS.md.
Read by: Every agent, every session
Per Client — Isolated
clients/{client}/STATUS.md
The client's daily whiteboard. Every agent writes here at the end of their session — what they did, what they built, what's ready, what's blocked, what needs to happen next. When the next agent loads for this client, they read this file and know exactly where things stand. This is how 8 separate agents stay in sync on the same client without ever talking to each other directly.
Written by: All agents after every session
Per Client — Single Source of Truth
clients/{client}/CLIENT-TRUTH.md
Everything true about this specific client — and the ONLY place it lives. Social media platforms they use, account IDs for each platform, posting schedule, brand voice, content pillars, banned words, logo placement, CTA rules. Every agent reads this before doing any client work. If a fact about a client changes, it gets updated here and here only — never in multiple places.
The single source of truth — no duplicates anywhere
Per Agent — Their Job Description
agents/{name}/AGENT.md
Each agent's personal instruction file. Defines their exact role, what they own, what they are forbidden from touching, and their locked behavioral rules. Mary's AGENT.md tells her how to write briefs. Cameron's tells him exactly how to go through his 4 generation gates. These files never change per client — the agent is the same person regardless of which client they're working on.
Read by: That agent only, every session
The Agent Team — a COO + 10 Division Agents
Each agent has one clearly defined job. No agent does another agent's work — ever. This is enforced at the instruction level — if Kevin asks Cameron to schedule a post, Cameron is required to say "that's Parker's job" and route the request instead of doing it. This keeps every agent sharp at their role and prevents the system from becoming unpredictable.

Christian (COO) sits above the division agents — he's the architect of the whole 827 empire (Marketing, Website Dev, Voice, CRM, Encore, 827 Media), holds the "State of 827" roll-up, and reports to Kevin. Overseer/advisor today → commander once the swarm goes live. The 10 agents below are the Marketing Solutions division.

All 10 division agents adapt to any client automatically — they just read that client's CLIENT-TRUTH.md and follow those facts. Adding a new client doesn't require training any agent. You just create the client folder and fill in CLIENT-TRUTH.md.
Agent Role What They Own Status
Christian 👑 New Chief Operating Officer
company-level — above all divisions		 The whole-empire view. Oversees every 827 division (Marketing, Website Dev, Voice, CRM, Encore, 827 Media — Major Buzzkill · Blue Lava), maintains the "State of 827" roll-up cockpit, and owns the empire architecture map. Oversees, never executes — routes work to each division's architect. Phase 1 (now) = overseer/advisor; Phase 2 (the swarm) = commander of the division leads. Active
Mary Content Strategist Weekly content briefs, 8-week publishing schedule, content track assignments, hook framework selection. Mary is the brain behind what gets made and when — Cameron and Parker execute off her briefs. Also runs client onboarding — takes Dakota's research and turns it into the marketing plan. Active
Cameron Creative Director AI image generation (Higgsfield), video generation, logo compositing, captions, and gate-by-gate quality control. Cameron goes through 4 gates per post — Kevin approves at each gate before Cameron moves forward. Active
Parker Publisher Pre-flight checks, Zernio scheduling, post verification (confirms posts actually went live), and publishing log maintenance. Parker never guesses — they verify independently that every post fired correctly. Active
Eli Analytics Two modes: Mode 1 is a daily dashboard refresh (Kasey triggers this). Mode 2 is a full analytics pull every Saturday — Eli delivers a complete performance report to Mary so she can improve the following week's content strategy. Active
Judy Website, Dashboards & Templates Builds and OWNS the live 3DAi VoiceLink website, all client dashboards (DASHBOARD.html), and ALL page templates / master HTML — the one universal ?client= template behind every client-facing page (Onboarding, Marketing Plan, Payments, Discovery, Brand Brief, Welcome). Content agents supply the words; Judy owns the structure — change the master once, every client updates. Also the architect — when Kevin clicks "New Prospect," Judy scaffolds the folder structure, dashboard, and all internal files so agents can work. And owns this System Architecture Blueprint: every agent briefs Judy on any process/workflow change and she keeps it current. Pushes to GitHub (KevinC1988). Active
Dakota Strategy & Client Research Researches every new prospect (website, socials, CPMs, ad formats, trends), builds the high-level client picture, and fills the client DATA (name, owner, hero, socials, logo) into the dashboard Judy scaffolds — logos saved locally to assets/brand/, never hotlinked; fills slots, never structure. Writes strategy briefs + meeting prep. Does NOT build pages or run onboarding (Judy = architect; Mary = onboarding). Active
Riley Repurposing Engine Takes one long-form piece of content (a video, podcast, article) and turns it into 30+ derivative posts — short clips, quote cards, carousels, threads. Activated once Kevin has a long-form content library to work from. Dormant — awaiting source content
Kasey Orchestration The coordinator. Kasey reads every agent's status, audits for gaps, routes blockers to the right agent, triggers Eli's daily dashboard refresh, and manages the weekly production cycle. Two modes: Guided (Kevin approves each handoff) and Autopilot (fully automatic, Week 5+). Agency-wide
Jim New Pricing & Proposals Takes Dakota's discovery answers and outputs a complete proposal Kevin can send the same day. Three outputs every time: setup fee (one-time, due Week 3), monthly retainer (starts Week 5), and ad spend recommendation (activates Week 13). Jim knows the full client timeline cold and flags any deal that is underpriced for its scope. Via Discovery
Reese New Referral Outreach & Lead-Gen The only agent who does outbound. Builds prospect lists from public sources (Google Maps, Yelp, brokerage pages — never ToS-blocked sites), enriches + verifies emails, and runs compliant cold sequences (CAN-SPAM + a separate sending domain so a client's main inbox never gets burned). Flags warm referral partners and hands them to the client. First mission: realtors for HIE (LA → OC → SD). New — HIE realtors first
Emma 🏗️ New Lead Web Developer
Website Development division		 Builds the external client websites 827 sells — start to finish — in her own Website Development division (not Marketing). Frees Judy to stay the Marketing architect. The line: Judy builds the dashboards/templates/cockpit (the house the team works in); Emma builds the websites we sell to outside clients. Same full web stack as Judy — Figma · 21st.dev Magic · design skills · Taste · preview — shared, not taken. Each site she owns keeps its own WEBSITE-TRUTH.md. Active
🤝 Reese ↔ Jim — the demand loop. Reese runs outbound (referral outreach), Jim runs paid + owns attribution. They hand off data, not jobs: Reese's referral leads flow into Jim's attribution to be measured next to ad leads (cost · close rate · ROI), and Jim's geo + LTV:CAC analysis steers where Reese focuses. Both share geo-targeting-strategy.md. Together = a complete acquisition engine — buy demand (Jim) and earn it (Reese).
Tool Stack — What's Active vs Deprecated
Every tool the system uses is documented here. Active tools are the only tools agents are allowed to use. Deprecated tools are listed so agents know never to reach for them — some of these were used in early testing and have been fully replaced. If a new tool is added to the system, it gets added to AGENCY-TRUTH.md first before any agent uses it.
Tool Purpose Status Notes
Zernio MCP All social media publishing — schedules posts across 9 platforms (incl YouTube Shorts + Long-form) ✅ Active Always scheduled mode. Never "publish now." First call every session: accounts_list to confirm platforms are connected.
Higgsfield MCP AI image + video generation for content Tracks A, B, D, and E ✅ Active MCP only — never Python SDK, never direct API, never cloud.higgsfield.ai. Single clean images only — no multi-panel or collage.
Remotion Animated infographic videos for Track C ✅ Active Run via: npx remotion render from the client's ops/remotion/ folder.
ElevenLabs MCP AI voiceover audio for Track C animated videos ✅ Active Used alongside Remotion to add narration to infographic videos.
GitHub MCP Version control — pushes all file changes to the repository ✅ Active Push ONLY to KevinC1988 (private repo · the live deploy source). NEVER push to kcastro27 — our work stays private. Never push secrets.
Canva Brand overlay PNGs — logos and branded elements per client ✅ Active Overlays stored in clients/{client}/assets/overlays/ — never hotlinked.
ContentStudio Former publishing tool ❌ Deprecated May 2026 Replaced entirely by Zernio MCP. Never use.
Blotato Former publishing tool ❌ Deprecated Apr 2026 Replaced entirely by Zernio MCP. Never use.
Ideogram Former AI image generation tool ❌ Deprecated Replaced by Higgsfield MCP nano_banana_2. Never use for production.
🧠 The Brain — Knowledge, Frameworks, Skills & Per-Agent Map
Everything the system "knows" and the tools each agent wields. Frameworks + references are the shared knowledge (read by the agents who need them). Skills are reusable capabilities we've added. GitHub + infrastructure is where it all lives and runs. The Per-Agent Skill Map shows exactly who wields what — so a gap is obvious at a glance. Build skills/frameworks once at the agency/template level → every client inherits them.
Frameworks & References — the shared knowledge
Framework / ReferenceWhat it isUsed by
influencer-strategy.mdHook framework library (Hormozi · Gary V · Kallaway · Sabri Suby) — every hook cites at least oneMary
marketing-trends-2026.mdCurrent trends (Brandwatch): authentic / owner-led, anti-"AI-slop"Mary (all clients)
loop-prompt-library.mdOur Express / Tailor / Amplify / Evolve prompt library, tailored to trade/home-servicesMary · Cameron
platform-specs.mdPer-platform specs & requirementsMary · Cameron · Parker
posting-calendar.mdPosting cadence frameworkMary · Parker
geo-targeting-strategy.mdWhere (geo) + Who (audience, incl. the referral-multiplier) + How-much — every ad-spend / outreach rec answers all threeJim · Reese
Brandwatch (external source)Digital Marketing Trends 2026 report — distilled into marketing-trends-2026.mdreference
Skills — reusable capabilities we've added
Skill / ToolWhat it doesAgent
Seedance video skillsCinematic video-prompt generation (cinematic · 3D-CGI · cartoon · social-hook · product-360 · real-estate, etc.)Cameron
remotion-best-practicesBest practices for Remotion infographic + carousel videoCameron
Canva MCPBrand kits + brand-template designs & exportsCameron · Kevin
Design / web skillsclaude-design-skill · cro-landing-page · GSAP/motion/Lottie · three.js · Figma — dashboards + websitesJudy
21st.dev Magic MCPAI UI-component generation (React + Tailwind) — "v0 in the editor"Judy
deep-researchMulti-source, fact-checked research feeding briefs/discoveryMary · Dakota
marketing-psychology (trial)Persuasion frameworks to sharpen hooks & captionsMary
claude-ads (23 skills)Paid-ads audit suite — Google/Meta/Bing/LinkedIn/TikTok/Amazon/Apple + attribution, server-side tracking, ROAS/CPA math. Fills the Google-ads gap Zernio never covered (audit only — paste/export data)Jim
sales-skills/sales (sales-do router)Outbound/GTM skill suite — routes any sales goal to the right specialized skill (prospecting · cadences · enrichment · deliverability) from 200+ skills. Router installed user-level 2026-06-29 (the rest = vet-before-add). Standalone list-build/verify/send tools (Maps scrapers · email verifiers · OutreachStud) clone separately per mission.Reese
GitHub & Live Infrastructure
Repo / PlatformWhat it isStatus
KevinC1988/marketing-agencyKevin's personal repo — the live deploy source + the ONLY push target✅ Active
kcastro27/marketing-agencyOld account — reclaimed 2026-06-29 (moved to Kevin's own email + 2FA, trezdev removed); still NOT the push target — always push to KevinC1988⛔ Do not push
GitHub account security (both accounts)Fully locked 2026-07-01. EVERY repo on BOTH kcastro27 and KevinC1988 is private (verified logged-out). Commit history audited clean — trezdez never uploaded anything; no collaborators but Kevin; zero pending invites. Each account has a different-provider backup recovery email (KevinC1988→ka27@mac.com · kcastro27→kevincastro@mac.com) + 2FA. Git auth via secure keyring — no plaintext tokens in .git/config. Standing rule: repo visibility gets flipped + verified logged-out, never just "flagged for later."✅ Locked
GitHub Visibility WatcherAutomated safeguard against a repo silently going public. ~/.827-security/github-visibility-watch.sh (repo copy in reference/engineering/) checks both accounts' public API daily via macOS launchd (com.827.github-visibility-watch, 9:07am + at login, survives reboots) → macOS notification + critical alert + sound the moment anything is exposed. Built 2026-07-01 after repeated sessions left repos public. Re-home to cron/systemd on server move.✅ Live
Cloudflare PagesLive hosting (project marketing-agency, marketing-agency-4eu.pages.dev) — auto-deploys from GitHub on every push. Two custom domains on the SAME project: dash.827media.com = the private client dashboards (Access-gated) · 827digital.com = the public landing site (no gate). See the Domains split below.✅ Live
Cloudflare AccessLogin gate on the dashboard — add a client's email to the Access policy before inviting them✅ Live
Private Vault (/Marketing Agency/vault/*)Kevin-only locker for contracts/sensitive docs. Own Access app "Kevin Vault (private)" = allow kevin@jigowattmedia.com only, sitting above "everything else (admin only)." Reached by a hidden secret door on the cockpit (triple-click the "827" wordmark, or type vault). Drawers: Adam · Personal Budget · Misc · Dumbshits (retired-vendor/TrezDev archive) · 827 Research (swipe-file with a playable clip gallery) · VoiceLink site. Now a free-arrange board (drag/resize/recolor, cloud-saved). Built 2026-06-26, board 2026-06-28✅ Live
Public Share area (/Marketing Agency/share/*)No-login prospect/demo pages — an Access Bypass policy ("Open - shared files" = Everyone) on /share/* only; most-specific path wins so the rest of dash stays gated. Driven from the Share Center cockpit page (SHARE-CENTER.html): a shareable-pages library + an editable, cloud-saved send log (Recipient · What · Link · Status). Guardrail: demo/prospect-safe content only, never private client data. Built 2026-06-26✅ Live
Cloudflare KV (FORM_DATA)Cloud save for TEXT/JSON only — via functions/api/data.js + shared/cloud-save.js (add a form to ALLOWED_FORMS to enable — recent forms: vault-cards, brief-board, progress-feed (the "While You Were Away" feed), share-log, playbook-index, sales-playbook). ⬆ Upgraded to Cloudflare Workers PAID ($5/mo, 2026-07-01): KV writes went free-tier 1,000/day → 1 million/day (the free cap was throttling saves — one client filling Discovery can exceed 1,000 because Discovery auto-saves on every keystroke; optional future cleanup = debounce that save). Paid also unlocks D1 (serverless SQL DB — the natural foundation for the future CRM), Workers AI, Vectorize, Hyperdrive, Queues (not built yet — "continue setup" in CF still to finish).✅ Live · Paid
Cloudflare R2 (bucket 827-media)Object storage for files (KV can't hold them). Full loop LIVE: dashboard Upload → functions/api/upload.js → R2 (binding MEDIA), filed by <client>/<kind>/ (photos·videos·brand·docs·references). ① Upload + media library (thumbnails/open/delete) via shared media-upload.js. ② Sync-down to the local drive via reference/engineering/pull-uploads.py <slug> (Cameron). ③ Apply: "Use as logo" sets the client's logo (KV form brand) and the shared brand-logo.js — injected site-wide by _middleware.js — shows it on EVERY client page. Remaining: large-video presigned path (Slack upload alerts now ✅ live — per-client channels)✅ Live (upload·library·sync·apply)
Slack (notification/comms layer)LIVE (2026-07-01). Workspace 827 Marketing Solutions · bot app 827 Upload Alerts (bot token in CF secret SLACK_BOT_TOKEN; scopes chat:write·chat:write.public·channels:manage·channels:read). Per-client channels auto-created the first time a client uploads or messages (#<slug>) — the bot also auto-invites Kevin so it hits his sidebar + phone. Both upload alerts (upload.js → notifySlack) and the client "Message us" chat button (shared/chat-widget.js → functions/api/message.js) route to that client's channel via functions/api/_slack.js postToClient(); fails soft to the #uploads webhook (SLACK_WEBHOOK_URL) so nothing is lost. Cockpit has a Slack button (opens web Slack in a new tab). Two-way in-dashboard replies = later.✅ Live
Backup & Data ProtectionLayered backup: GitHub (code, continuous) · iCloud (827Solutions workspace zip, via Family-shared 2 TB iCloud+) · Backblaze (~$9/mo — the big 827_XDrive 14 TB external, uploading) · mirror drive (22 TB+ local clone — coming). Built 2026-06-26✅ Live (mirror pending)
Bitwarden (client password vault)Where client logins live — never in the repo/files. Kevin's account, 2FA on (TOTP authenticator) + recovery code saved, folder-per-client (Clients/<Client>) plus Personal for his own. The Brand Brief's Account Access tab tracks status only + links here. In active use since 2026-06-28✅ In use
OpenSwarm (@vrsen/openswarm)Multi-agent orchestration platform — under evaluation for the server move⏳ Evaluating
Domains & the Public Site ↔ Client Dashboards Split
Two different things — keep them separate:
• The PUBLIC WEBSITE = the landing page for the whole world / prospects → 827digital.com (no login).
• The CLIENT DASHBOARDS = private, per-client logins (Jeannine etc.) → dash.827media.com/… behind Cloudflare Access. A different address. Clients do NOT use 827digital.com to log in.
Brand architecture: 827 Digital Solutions = the parent. Divisions (Marketing Solutions · Media Group · AI Voice Agent · Web Design) are sections of one site, not separate websites. Every other domain redirects to 827digital.com — we don't build five sites. Principle: each audience meets the brand they bought (prospects → parent; marketing clients → 827 Marketing Solutions).
Domain (all at Hostinger, ~$10/yr)RoleStatus
827digital.comThe public landing page (Marketing Agency/share/827-digital.html), served at the root via the middleware LANDING_HOSTS rewrite. Public — NO Access gate.✅ Live
www.827digital.com2nd Pages custom domain; middleware already handles www.✅ Live
827digitalsolutions.comFull umbrella name → 301-redirects to 827digital.com (the correct Cloudflare way — Redirect Rule, not a Hostinger forward). Verified live.✅ Live
827marketingsolutions.comThe client-login front door (Kevin, 2026-06-30). Clients reach the app at the bare 827marketingsolutions.com — and www. 301-redirects to it — so they only ever see THAT in the URL, never "827 media" or "app.". Custom domain on the marketing-agency Pages project, Access-gated (the bare domain was added to all 6 Access apps that protect the app, gate-first so it was never exposed). The root is a smart router (index.html reads the signed-in identity → admins to the cockpit, each client to their own dashboard; clients use a bare-domain bookmark to their page today). Live + verified. (app.827marketingsolutions.com still works too.)✅ Live
Middleware routing — functions/_middleware.js
One Pages middleware file does the routing, top to bottom (each block fails soft — delete a block to undo):
  1. Public landing — 827digital.com (+ www) at the root serves the landing page and rewrites its relative img src="assets/…" to absolute (so the clean URL works without breaking the localhost preview). Public, no gate.
  2. Back-door close — any *.pages.dev hit 301s to dash.827media.com so nobody bypasses the Access gate via the raw Pages URL.
  3. Discovery master rewrite — the ONE master Discovery form is served in-place at a client's locked Discovery URL (URL unchanged, so Access still gates it per client; the master reads which client from the path). Scoped to PaddleLink first; each client keeps a static fallback.
  4. Proof Vault master rewrite — the ONE master Proof Vault is served at each client's own /clients/{slug}/dashboard/PROOF-VAULT.html, gated by that client's keycard, with an injected <base> so the master's relative assets resolve. Client reads from the path → no cross-client peek. (Fixed clients getting kicked to the Cloudflare login.)
  5. Favicon + brand-logo injection — into every HTML page from one place: the 827 favicon (<link> into <head> — gold-ring shared/favicon.svg on the dashboards; the 827digital landing gets the blue-ring shared/favicon-digital.svg via its own block, so gold = Marketing, blue = Digital) and the shared/brand-logo.js applier (<script> into <body>; self-guarding — no-ops unless the page has a client logo element and that client has a chosen logo). Favicons live on the OPEN /shared/ path so every client's browser can load them (not behind the admin gate).
Pattern in common: "change the master once → every client updates," with Access still gating each client because the URL never changes.
Access & Identity — who can reach what
Everything on dash.827media.com + app.827marketingsolutions.com + 827marketingsolutions.com (the bare client front door) is default-deny behind Cloudflare Access — the same apps protect all three hostnames. Each person's email is on one or more Access policies, scoped by URL path; most-specific path wins. The bare-domain root stays admin-only at the Access layer (so the cockpit is safe); clients reach their dashboard via a bare-domain bookmark to their own gated path. A second front-end layer (ADMIN_EMAILS/SALES_EMAILS in shared/dashboard-init.js + cloud-save.js) controls who SEES the cockpit bar / can edit pricing.
EmailRoleCan reach
kevin@jigowattmedia.comAdmin / ownerEverything — admin cockpit, every client, vault, all pages. The only true admin.
jeannine@homeinspectionexperts.comClient (HIE)Her own Home Inspection Experts area only (/clients/home-inspection-experts/* — dashboard, onboarding, payments, etc.). No other client, no cockpit.
adam@adamgerber.com⚠ Scoped partner (distrusted)The HIE dashboard page ONLY (…/home-inspection-experts/dashboard/DASHBOARD*, via the "HIE dashboard — scoped (Adam)" app). NOT the cockpit, client/prospect list, onboarding, payments, other clients — even HIE's other pages deny him. Removed from SALES_EMAILS so no cockpit bar / pricing edit. (Set 2026-06-30 — see [[project_adam_access_scoped]].)
kaseycrime@gmail.comSalesman (test)Sees the cockpit bar; can edit only the pricing/Quote-Builder page. Test account.
Login card branding: the Cloudflare Access sign-in card (the "sign in with Google / code" gate) is branded — org name 827 Marketing Solutions, header "Sign in to your private dashboard", navy #0a0e16 background. Only logo+name+text+color are customizable (no full custom page on this plan). ⏭ TODO: add a hosted 827 logo PNG. The premium screens we fully control are the globe splash (pre-login) + the per-client Welcome page. Tracker UI: Marketing Agency/ACCESS-INVITES.html (display only — the real gate is Cloudflare Access).
Per-Agent Skill Map — who wields what
AgentSkills & tools they wield
KaseyOrchestration (Guided + Autopilot) — routes all agents via ops/STATUS.md
DakotaDiscovery · CLIENT-TRUTH · onboarding pages · keeps this blueprint · deep-research
MaryFrameworks (influencer-strategy · trends · loop) · deep-research · marketing-psychology · Writing Quality Standard
CameronHiggsfield MCP · Remotion (+best-practices) · ElevenLabs · Canva MCP · Seedance video skills
ParkerZernio MCP — publishing across 9 platforms (scheduled only)
EliZernio analytics — performance data & reporting
JimZernio ad tools (Meta/LinkedIn/Pinterest/X reach estimates) · claude-ads suite (23 skills — Google/Meta/Bing/attribution/ROAS audits) · geo-targeting-strategy.md — plan/estimate/audit only, never spend
JudyDesign/web skills · Figma · 21st.dev Magic MCP · GitHub (KevinC1988 only) · owns the System Architecture Blueprint
RileyRepurposing engine — long-form → 30+ derivatives (Hormozi rule)
ReesePublic-source web scraping · sales-skills git (Maps/Yelp corridor lists + enrichment — vet before install) · Zernio CRM (contacts/sequences/broadcasts) · geo-targeting-strategy.md — compliant cold outreach, separate sending domain
Active Clients — Current Roster
Each client is completely isolated in their own folder. Adding a new client is simple: copy the _template folder, fill in CLIENT-TRUTH.md, connect their social accounts in Zernio, and brief Mary. All 10 agents are immediately ready to work on that client — no additional setup needed.

⏸ On hold: Hollywood Construction + both Roof clients are paused (pending an external outcome) — no work until Kevin says go. Never mix Hollywood & Roof Replacement — both are owned by the same person (Adolfo Ramos): separate folders, accounts, and content at all times.
Client Folder Status Platforms
3DAi VoiceLink
827 Marketing Solutions' own internal product — marketed as the flagship case study		 clients/3dai-voicelink/ Active · Week 2 Facebook · Instagram · TikTok · Threads · X · LinkedIn · YouTube · GBP
Home Inspection Experts
First external paying client — home inspection (San Diego); closing now at floor pricing		 clients/home-inspection-experts/ Proposal — closing Facebook · Instagram · TikTok · GBP · Yelp
PaddleLink
iOS pickleball community app — Shannon Andriese · St. Petersburg → nationwide		 clients/paddlelink/ Discovery Instagram · TikTok · Facebook (app-first)
Hollywood Construction Corp
Owner: Adolfo Ramos · ⚠ never mix with Roof Replacement		 clients/hollywood-construction/ Discovery ⏸ on hold TBD
Roof Replacement Inc
Owner: Adolfo Ramos · ⚠ never mix with Hollywood		 clients/roof-replacement-inc/ Discovery ⏸ on hold TBD
Roof Repairs CA
Roofing — researched prospect		 clients/roof-repairs-ca/ Prospect ⏸ on hold TBD
iComfort Heating & Air
HVAC — researched prospect (folder: cali-comfort)		 clients/cali-comfort/ Prospect TBD
Wild Oak Construction
Construction — researched prospect		 clients/wild-oak/ Prospect TBD
LA Home Concierge
Adam's own company — high priority to bring into rotation		 clients/la-home-concierge/ Prospect TBD
CL Remodeling
Remodeling — did not sign		 clients/cl-remodeling/ Lost —
Non-Negotiable Rules — The System's Guardrails
These rules exist to make the system reliable, secure, and portable. They are enforced at every level — in CLAUDE.md, in AGENCY-TRUTH.md, and in every agent's AGENT.md file. An agent that breaks one of these rules has made a system error, not just a content mistake.
1
No absolute file paths
All file references must be relative to the 827 Marketing Solutions root folder (e.g. "Marketing Agency/clients/voicelink/" not "/Volumes/827_XDrive/..."). This makes the entire system portable — it runs on Kevin's Mac today, and can be moved to a Docker container on a cloud server without changing a single file path.
2
No secrets in any file
API keys, passwords, and tokens never appear in any file that gets committed to GitHub. They live in ~/.claude.json and ~/.mcp.json on Kevin's local machine. When this moves to a server, the engineer injects them as environment variables — the codebase never needs to change.
3
CLIENT-TRUTH.md is the only place for client facts
Account IDs, posting schedules, content pillars, banned words, CTA rules — all in CLIENT-TRUTH.md only. If an agent stores a client fact anywhere else, there are now two versions of the truth and they will eventually contradict each other. One place, always.
4
AGENCY-TRUTH.md is the only place for tool facts
MCP endpoints, model names, tool rules, what's deprecated — all in AGENCY-TRUTH.md only. Same reason as Rule 3 — one source of truth prevents contradictions and outdated information spreading through the system.
5
Never permanently delete anything
Retired content, old campaigns, or unused files get moved to an _archive/ or _disposed/ folder — never hard deleted. Git is the ultimate backup. This means nothing is ever truly lost, and old decisions can always be reviewed.
6
All publishing goes through Zernio MCP only
Always in scheduled mode — never "publish now." Every session starts by calling accounts_list to confirm all platforms are connected before scheduling anything. This prevents publishing to a disconnected account or posting at the wrong time.
7
HTML files are display only — never instructions
DASHBOARD.html and similar files are client-facing display documents. No agent reads them for instructions. No agent saves working content inside them. All agent instructions, decisions, and session notes live in .md files only. HTML files are the front window — .md files are the operating system.
8
Client confirmation required every session — no exceptions
An agent must confirm the client name and the files they read before doing any work. And they must confirm exactly what they saved before closing. These two checkpoints — opening and closing — are what prevent cross-client contamination at scale.
9
Judy owns ALL page templates / master HTML
Every client-facing page (Dashboard, Discovery, Onboarding, Marketing Plan, Payments, Brand Brief, Welcome, Google Audit, SEO Plan, Website, Proof Vault, + the gated Internal Notes) is ONE universal ?client= master that Judy builds and owns. Content agents author the CONTENT (words, data) only — never the structure. Any structural/design change goes into the master once → every client updates. No per-client page forks. (Proof Vault is now the shared ?client= master at reference/client-resources/proof-vault.html — add a client = one entry in its CLIENTS config block.)
🏦 Proof Vault — per-client social-proof vault. Stores verified customer reviews (text in KV) + review-screenshot image slots (R2), with a source-aware platform band (?source=yelp|google) and separate client vs. admin views. Reached via the Yelp + Google Business tiles in Platform Health. Handoff: Dakota fills → Mary picks → Cameron builds (New → Picked → Used), turning real reviews into posts.
10
The Blueprint is the living source of truth — keep it current
Before saving any session (every agent, every mode), check what you changed. If you touched any process, workflow, rule, template, tool, pricing, or agent behavior, brief Judy via ops/STATUS.md (→ Judy / Blueprint). Judy updates THIS document. A Blueprint that doesn't match reality is a system failure.
11
Push ONLY to KevinC1988 — never kcastro27
All git pushes go to the private KevinC1988 repo only (the live deploy source). NEVER push to kcastro27 — our work stays private. A hard rule for every agent.
12
Auto-commit every change — but ask before any live push
Commit after every change automatically (small, frequent commits — a committed change can always be restored; an uncommitted one can vanish). But the live push to KevinC1988 goes out only after Kevin OKs it — because dash.827media.com auto-deploys on push, so a push is a publish. Never git stash a pile of uncommitted work. (Kevin, 2026-06-27.)
13
Never automate a Meta account action — Kevin does those by hand
Sensitive Meta Business actions (creating/editing Business Managers, adding pages or assets, granting partner access, anything that touches account setup) must be performed by Kevin's own hand — never by browser automation or an agent. The 827 Digital Solutions Business Manager was auto-flagged and ad-restricted for "automation" precisely because it was created via browser automation. No agent automates Meta account actions. (Kevin, 2026-07-08.)
Client-Page Systems — Reusable Patterns Behind Every Page
These are the cross-page mechanics Judy builds once into the master templates so every client gets them automatically. They are the "smarts" behind the client-facing pages — how a question gets asked and answered, how a finished task collapses out of the way, how the same page reads on a phone. Each is universal (?client=), not a one-off.
🔁 Two-View "Open Questions" Engine
ONE underlying list of "things we still need to know" about a client, surfaced in two places. Every item is tagged who answers it — Team or Client. The Brand Brief (internal) shows the FULL list; the client dashboard shows only the client-answerable subset, in friendly language, with a way to answer. Her answer writes to CLIENT-TRUTH (single source of truth) → both views show the gap closed. Design lane: Judy builds the client-facing answer-door + save layer; the Brief stays Mary/Kevin's.
✓ Open → Secured Lifecycle
Client to-dos have a lifecycle instead of piling up forever. An open ask (or a big "How to give us access" walkthrough) collapses into a compact "✓ secured · <date>" strip once done — content preserved, not deleted, one click to re-expand. Driven by a per-client state flag (e.g. access_gbp), with admin-only "Mark secured / Reopen" controls (body.adminview). The walkthrough text lives in the template, so new clients always get the fresh steps; only the state is per-client. Reusable for any access type via data-access="…". First built on the Google Audit page.
🪣 Asks vs Questions — Two Buckets
Client pages keep a clear, labeled split between two different things. Needs / Asks board = "things to DO" (grant access, take an action) — owned by us, runs the Open→Secured lifecycle. Follow-up Questions = "things to TELL us" (facts) — sourced from Discovery, feed the Brand Brief. The test: go do something → Asks board; just tell us a fact → Questions. Each board shows a friendly client line plus an admin-only internal note (body.adminview) so a future teammate gets the model at a glance.
⤵ Brand Brief Seed → Live Merge
Fixes the "seed-vs-cloud gap": a question added to the master seed now flows down to EXISTING clients too, without wiping saved answers, duplicating rows, or resurrecting deleted ones. Key-based merge with a per-board baseline (<board>:_seeded); existing clients get a safe one-time migration (adopt current seed as baseline, add nothing). Lets Judy broadcast a new question to the whole roster from one edit.
📐 Page Standardization Pass · 2026-07-01 · lock everything before Faith Haven
One standard program — every page built into the template once, then select / deselect per client (deselected = dimmed "OFF" span in the sidebar, page stays). No more bespoke per-client builds. Locked this pass:
  • Discovery — auto-saves to cloud (no Export/Done/Clear buttons), header progress bar, 3DAi/Trezdev scrubbed. Regenerate-from-template method (answers live in cloud by slug, so regenerating never loses data).
  • Marketing Plan — _template/…/MARKETING-PLAN-SKELETON.html: locked section framework, swappable tracks/platforms per client.
  • Marketing Payments = the friendly visual explainer of how we charge (not legal). Its master = _template/…/MARKETING-PAYMENTS-SKELETON.html.
  • Website & SEO Agreement (was "Website Payments") — now a contract-style page (white sheet, blue 827 mark, DRAFT + DocuSign, blank sigs) with an itemized "What's Included" (Website + SEO). Templatized + rolled to every client; keyrow = Projected Start + Price: TBA. Sidebar link renamed "📄 Website & SEO Agreement."
  • Contracts — the real HIE Marketing Services Agreement + a reusable vault/marketing-agreement-TEMPLATE.html (Jim-owned). The Contract is the signable legal doc (via DocuSign); the Payments page only explains — same numbers, one binds, one educates.
  • Team-voice pattern — client-facing pages speak in the right named agent's voice (Mary=strategy · Cameron=production · Jim=pricing · Dakota=Google).
  • Wording — never "Investment" on client pages (reads salesy); use "Price"/Cost/Fee.
📱 Shared Responsive / Safari Layer
One Judy-owned file — shared/mobile.css — loads on every full page. Two parts: always-on Safari/cross-browser shims (-webkit- prefixes, 100dvh fallbacks) plus tablet (≤1024) and phone (≤680) breakpoints that collapse grids, kill horizontal scroll, and scroll wide tables — all inside max-width queries so desktop renders identically. Change once → every page. Verified at phone/tablet/desktop in preview; real-device iPhone spot-check still pending.
🛡 Discovery Form Protection  ⏳ planned
Clients keep their login and can still type answers, but the Discovery MASTER (shared/discovery.html) removes/disables the "Clear form" button for clients and guards against accidental blank-overwrite of saved answers. Cloud save already persists typed answers — this purely stops an accidental wipe.
🎉 Client "While You Were Away" — pop-up + archive
When a client opens her dashboard, a modal greets her with "While you were away" — a dated timeline of recent wins. A "last visited" stamp means it only re-pops for items newer than her last visit. A permanent gold "While You Were Away" button sits in the dashboard header (left of the contact block, out-of-flow so it never resizes the bar) and re-opens the full archive anytime — every note, newest first, with an unseen-count badge. Nothing is ever deleted; all notes live permanently in the progress-feed cloud doc. Judy builds the mechanism + seen-flag; Dakota owns the dated wins feed it reads. Live (`shared/welcome-popup.js`, wired into HIE + Faith Haven + `_template`).
🎬 New-Client First-Run Welcome Tour · new clients only
On a client's very first dashboard entry, a 5-card swipe-through orientation pops once, then never auto-fires again (per-client firstRunSeen:<slug> flag). Cards: Welcome (greets by first name) → Platform Health → Your week (Weekly View + 8-Week Ramp) → Your pages (Discovery → Marketing Plan → Onboarding) → Kevin contact + Slack message-board (coming) with an inspirational close + a "Start with my Discovery →" CTA that deep-links to DISCOVERY.html. Zero per-client config — it reads the live dashboard: first name from the profile contact (placeholder → generic), platform chips from the active #plat-bar pills (excludes the Website tile + muted pills) so each client sees only their own, with a graceful fallback before platforms are confirmed. Replayable anytime via 🎬 Replay welcome tour in the menu (window.replayFirstRun()); preview with ?tourDemo=1. Judy-owned. Wired into _template only — new clients inherit it; existing clients (HIE) are intentionally excluded. Live (`shared/first-run.js`, 2026-06-30).
💬 Client "Message us" chat button → per-client Slack channel
A teal chat icon sits 3rd in the Marketing Manager block on every client dashboard (shared/chat-widget.js, injected site-wide by _middleware.js). Client taps → a "Message your team" panel → functions/api/message.js → that client's OWN Slack channel. Uploads + messages both land in one channel per client (#<slug>, auto-created + Kevin auto-invited) via functions/api/_slack.js postToClient(). v1 one-way (client → Slack); replies by email/phone. See the Slack row in the infra table. Live 2026-07-01.
🗄 Fresh-start cockpit + clients/_inactive/ convention · 2026-07-01
Cockpit reset for 827: shows only active clients (HIE · PaddleLink · Faith Haven) with a Workflow bar (Sales Playbook → New Prospect → Share Center → Access & Invites) and a trimmed/reordered stat row incl. a new Sales Meeting stage. Retired clients sit in a collapsed Archive drawer (subtle button, low-right). Their folders moved to Marketing Agency/clients/_inactive/ — kept, never deleted, fully recoverable if a client returns. Every client-switcher was rebuilt to the 3 active clients so nothing points at a moved folder.
📋 Sales Call Playbook · internal
Kevin's live prospect-call script + note-taker (`reference/client-resources/sales-call-playbook.html`) — a 3-meeting flow (Discovery → Dashboard → Cost) with per-question "why we ask" notes, the shared ✨ Polish engine on every box, and a sticky jump bar. Per-prospect master via ?prospect=<slug> (blank master by default), every field cloud-saved (form sales-playbook). Opened from the 📋 Sales Playbook button in the admin cockpit. Each call-sheet card has a ✕ archive control that moves a prospect from prospects[] → archived[] in the playbook-index doc (record preserved, card hidden — for closed/dead deals). Built by Dakota; cloud-save + templatize + cockpit wiring by Judy.
🧩 Free-Arrange Board + Color Maker
A desktop-like board pattern: cards drag anywhere · corner-resize (or S/M/L) · recolor (per-card colored left edge, no purple/brown) · double-click opens (single click never opens). Powers the private Vault (free move/resize, saved to vault-cards) and the Brand Brief as a high-level grouped board over the long list (5 groups; tiles open the section detail; layout saved GLOBALLY to brief-board so every client inherits one arrangement). Built 2026-06-28. Boards only — never the dashboards (their containers never change).
🖼 References & Files — per-client drop box
A Brand Brief section where anything a client hands us (Google screenshots, photos, docs) is findable per client. Drag-drop uploads to the cloud (R2, <client>/references/ via kind=references) → shows instantly, hover to delete. Back-compatible with committed files listed in clients/<slug>/assets/references/manifest.json. Convention for every client: clients/<slug>/assets/references/. Built 2026-06-28.
Adding a New Client — 5 Steps
The system is designed so that adding a new client requires zero changes to any shared file or any agent's instructions. The agents already know how to work with any client — they just need the client's folder and facts. Here's the exact process:
1
Copy _template/ → clients/{new-client-slug}/
The template folder has the exact right structure — all subfolders, all placeholder files. Every new client starts from the same clean base.
2
Fill in CLIENT-TRUTH.md completely
Company name, contact info, social platforms, brand voice, content pillars, posting schedule, banned words, CTA rules. Leave nothing blank — agents rely entirely on this file to know the client.
3
Connect social accounts in Zernio
Add each platform account in Zernio's dashboard. Copy the account IDs back into CLIENT-TRUTH.md. Parker needs these IDs to schedule posts to the right accounts.
4
Add client to ops/STATUS.md active client index
Every agent checks this table to know which clients exist and where their files are. A client not listed here is invisible to the system.
5
Brief Mary — she does the rest
Load Mary with the new client name. She reads CLIENT-TRUTH.md, writes the first 8-week content strategy, and briefs Cameron. From there the full agent cycle runs exactly as it does for every other client.
All 10 agents are now ready to work on this client. No additional setup needed.
The Machine — How It All Works
From the first prospect meeting to a live campaign generating leads — here is every agent, every handoff, and every step in the system. Follow the arrows.
⚡ New-prospect flow (updated 2026-06-23): Kevin clicks New Prospect → Judy (architect) scaffolds the folder, dashboard & internal files → Dakota researches the client and fills the data (logo saved locally, socials, hero) into Judy's slots → Mary runs onboarding and authors the marketing plan. Judy owns structure; Dakota & Mary supply content/data.
The Machine — Quick View
Click any agent to jump to their full detail below ↓
10 Agents · 3 Phases
KASEY
Orchestration & Automation — Always running. Watches every agent. Fires every handoff. Guided Mode → Autopilot at Week 5.
click to see full detail ↓
Phase 1 — Onboarding · Weeks 1–4
D
Dakota
Discovery &
Onboarding
Step 1
M
Mary
Content
Plan
Step 2
J
Judy
Dashboard
Build
Step 3
J
Jim
Pricing &
Proposal
Step 4
Client Signs
D
Dakota
Onboarding
Page
Step 5
Phase 2 — Weekly Campaign Loop · Weeks 5–12
M
Mary
Weekly
Brief
Every Sat
C
Cameron
Content
Production
4 Gates
P
Parker
Schedule &
Publish
Posts Live
E
Eli
Analytics &
Reporting
Wed + Sat
R
Riley
Repurpose
Winners
30+ Posts
↺ Loop back to Mary
Phase 3 — Ad Spend · Week 13+
E
Eli
8wks Data
Ready
Triggers
M
Mary
Shifts to
Paid Strategy
Amplify
J
Jim
Budget &
Scope Watch
Week 13+
💰
Paid Campaigns
Machine
Accelerates
Full Speed
9
Specialized Agents
4
Onboarding Weeks
8
Campaign Weeks
13+
Weeks to Ad Spend
Every agent has one job. Every handoff is documented. Nothing moves until the previous step is confirmed complete. This is how the machine never breaks.
The Team — 10 Agents
The Team · 10 Agents
Meet the Agents
Every agent has one job. No overlaps. No guessing. Each owns their domain completely.
K
Kasey
Orchestration & Automation — The Conductor
Watches every agent's status. Routes blockers. Triggers Eli's Wednesday refresh. Manages the weekly cycle. Two modes: Guided (Kevin approves every handoff) and Autopilot (fully automatic at Week 5+). Kasey is always running — before the first agent fires and after the last post goes live.
D
Dakota
Client Onboarding & Strategy
Runs every new client through discovery. Fills CLIENT-TRUTH.md. Creates folder structure. Briefs all agents. The first agent a client ever touches.
J
Jim
Pricing & Proposals
Takes Dakota's discovery answers and Mary's content plan. Outputs a three-part proposal: setup fee, monthly retainer, and ad spend recommendation. Same day.
J
Judy
Website & Dashboards
Builds every client dashboard, Onboarding page, and the agency hub. The architect. Owns all HTML structure — never content.
M
Mary
Content Strategy
Writes the weekly brief. Assigns hooks, tracks, platforms, and fire times. Uses Eli's analytics to sharpen every next week. The brain of the content machine.
C
Cameron
Content Production
Turns Mary's brief into finished content. AI images, AI video, compositing, captions. Every post goes through 4 gates before Cameron hands it to Parker.
P
Parker
Publishing & Scheduling
Takes Cameron's finished posts. Runs pre-flight checks. Schedules everything in Zernio at Mary's exact fire times. Verifies every post went live. Never asks Kevin to check.
E
Eli
Analytics & Learning
Pulls performance data Wednesday and Saturday. Updates the analytics dashboard. Delivers a full report to Mary every Saturday EOD. The data that makes the content smarter.
R
Riley
Repurposing Engine
Takes one piece of approved content and turns it into 30+ derivatives. Every winner gets stretched across every format and platform. Nothing goes to waste.
Phase 1 · Weeks 1–4 · Onboarding
Phase 1 · Onboarding · Weeks 1–4
New Client Comes In — Here's What Happens
Follow the path. Every step triggers the next. Nothing is skipped.
🌱 Stage 0 · Research / Prospect Before any formal discovery — get a folder + a dressed dashboard ready for the first meeting.
Kevin spots a prospect → we get ready for the first meeting
1 · Kasey
Kevin loads Kasey — "new client [name]." Kasey marks them 🌱 Prospect and fires Dakota.
2 · Dakota
Given the client name, creates the new client folder from _template. That's the whole job — the folder system exists from this moment.
3 · Judy
Kevin closes Dakota, loads Judy — she dresses the dashboard with the prospect's website, logo, and socials.
4 · First Meeting
Kevin walks in prepared. If they move forward → the formal Discovery form runs (Stage 1 below).
Kasey Conducts every handoff — routes Kevin → Dakota (folder) → Judy (dashboard) → first meeting Guided
Key change: the client folder is now created at Research, not at Discovery — so everyone downstream has a home before the first meeting.
They want to move forward
Stage 1 · Discovery Begins
Kevin sits down with the prospect
New client signal
K
Kasey
Orchestration & Automation — The Conductor
Step 0 — Always Running
Guided Mode Active
Receives
New client signal from Kevin · ops/STATUS.md · All agent session files
Does
Switches to Guided Mode. Reads every agent's STATUS.md. Confirms what's done, what's blocked, what's next. Routes the first task to Dakota. Kevin approves each handoff before it fires.
Throughout Onboarding
Kasey watches every handoff. Confirms Dakota finished before Mary starts. Confirms Mary finished and Judy built the Plan before Jim prices. Surfaces blockers immediately — never silently proceeds.
Kasey never stops. From this moment through Week 13 and beyond — he is always watching, always routing, always making sure the right agent fires at the right time.
Kasey Guided Mode active · Fires Dakota first Guided
D
Dakota
Client Onboarding & Strategy
Step 1
Receives
Kevin's notes from the prospect meeting
Does
Opens the Discovery Tab — 8 groups of questions covering business identity, goals, customers, brand voice, platforms, content source, assets, and competitors. Every answer has a yes/no branch. Every answer feeds what comes next.
Hands Off
CLIENT-TRUTH.md fully filled · Folder structure created · Discovery answers packaged and ready
Content plan
Kasey Dakota complete ✓ · Confirms CLIENT-TRUTH.md filled · Notifies Kevin · Kevin approves → fires Mary Guided
M
Mary
Content Strategy
Step 2
Receives
Completed CLIENT-TRUTH.md from Dakota — platforms, goals, brand voice, content source
Does
Builds the full content plan. Selects content tracks (A–F · Track F = Social Proof), assigns posting platforms and fire times, maps out the 4-week setup smoke test schedule and the full 8-week campaign calendar.
Hands Off
Complete content plan → Judy builds the Marketing Plan dashboard (then Jim prices it)
Kasey Mary's plan complete ✓ · Kevin approves → fires Judy to build the Plan dashboard Guided
J
Judy — builds the Marketing Plan dashboard Pre-close · the dashboard hand
Turns Mary's plan into MARKETING-PLAN.html — platforms, setup weeks, 8-week ramp, track key — and adds the banner + icon so it looks finished for the pitch. Mary authors the plan; Judy makes it presentable.
Pricing inputs
Kasey Mary ✓ · Judy built the Plan dashboard ✓ · Kevin approves → fires Jim to price Guided
J
Jim
Pricing & Proposals
Step 3
Receives
Dakota's discovery answers + Mary's content plan — platforms, posts per week, tracks, new accounts needed, contract length. The platform count + each platform's NEW vs TAKEOVER status now drive the estimate live — they move setup hours, the setup floor (±$300), and the monthly floor, not just the one-time setup fee.
Does
Calculates all three numbers. Never guesses — if any input is blank he stops and asks before proceeding.
Outputs — 3 Numbers
Setup Fee
One-time · due end of Week 3
Monthly Retainer
Starts Week 5 · recurring
Ad Spend Range
Activates Week 13
→ Locks the offer to a committed file → Judy inserts it into Payments
Kasey Jim locked the price ✓ → fires Judy to insert it into Payments (verbatim) Guided
J
Judy — inserts the price into Payments Pre-close · verbatim
Pastes Jim's locked price into MARKETING-PAYMENTS.html — verbatim from the committed file. Never re-typed, never rounded. One source, zero drift. Then Kevin presents the finished dashboard (Plan + Payments).
Kasey Jim locked ✓ · Judy inserted Payments verbatim ✓ · Kevin presents · Awaiting signature Guided
Client signs
Proposal Accepted ✓
Client is in — setup begins
Kasey Client signed ✓ · Logs to ops/STATUS.md · Fires Dakota for setup phase Guided
D
Dakota
Client Onboarding — Setup Phase
Step 4
Receives
Signed agreement · Confirmed start date · Final platform list · Client contact info
Does
Authors the Onboarding CONTENT — client timeline, Week 1–4 setup checklist (agency + client side), invoice dates — into the onboarding page. Judy owns the page template (one universal master); Dakota supplies the content only. (Marketing Plan + Payments were already built by Judy pre-close.)
Hands Off
Onboarding page filled → Judy wires the nav & pushes live
Dashboard brief
Kasey Dakota Onboarding page filled ✓ · Fires Judy to wire nav & push live Guided
J
Judy
Website & Dashboards
Step 5
Receives
Dakota's filled Onboarding page · Client name, dates, platform list, contact info
Does
The Marketing Plan + Payments pages are already live (built pre-close). Now Judy wires the client into the agency hub nav, links every page, verifies it all loads, and pushes to GitHub (KevinC1988).
Hands Off
Live dashboard URL → Kevin shares with client · Cameron gets Week 1 brief from Mary
Setup complete
Kasey Judy complete ✓ · All setup tasks confirmed · Flipping to Autopilot Mode · Week 5 campaign begins Guided
Onboarding Complete
Week 5 — Campaign begins ↓
Phase 2 · Weeks 5–12 · The Weekly Loop
Phase 2 · The Engine Room · Weeks 5–12
The Weekly Production Machine
Every week. Same loop. Mary briefs → Cameron builds → Parker publishes → Eli measures → Mary improves. It never stops.
M
Mary
Content Strategy · Every Saturday
Fires every week
Receives
Eli's analytics report (Saturday EOD) · CLIENT-TRUTH.md · Campaign week number · What performed best last week
Does
Writes the weekly brief. Selects hook framework. Assigns content track (A/B/C/D/E). Specifies platform targets and fire times. Adjusts strategy based on last week's performance data from Eli.
Hands Off
→ Cameron gets the weekly brief
Weekly brief
C
Cameron
Content Production · 4-Gate Process
Mon–Thu build week
Receives
Mary's weekly brief · Track assignment · Hook framework · Platform targets · Fire times
Does
Builds every post through 4 gates:

Gate 1 — AI image generated · Higgsfield prompt shown to Kevin before firing · Kevin approves visual
Gate 2 — Hook + subhook written (3 paired options) · Kevin approves
Gate 3 — Captions written · TikTok capped at 90 chars · Copy locked
Gate 4 — Final composite built · Logo overlay applied · Dashboard updated
Hands Off
→ Parker gets finished post + fire time
Finished post
P
Parker
Publishing & Scheduling
Posts go live on schedule
Receives
Cameron's finished post · Image/video files · Caption · Fire time from Mary's brief
Does
Runs pre-flight check. Uploads media to Zernio via presigned URL. Schedules post to Mary's exact fire time. After it fires — independently verifies the post went live. Updates the dashboard. Never asks Kevin to check.
Hands Off
→ Post is live · Eli picks it up
Post live
E
Eli
Analytics & Learning · Kasey-triggered + Sat
Two modes
Receives
Live post data from all platforms via Zernio · Historical performance baseline
Does
Mode 1 — Kasey-triggered (any day): Quick dashboard refresh. Updates ANALYTICS.html with current numbers. Cadence is Kasey's call — daily, every other day, or on request.

Mode 2 — Saturday EOD: Full analytics pull. Pulls reach, engagement, saves, shares across all platforms. Identifies what's working and what isn't. Packages the full report for Mary.
Hands Off
→ Mary gets full analytics report Saturday EOD
Informs next brief
Loop Repeats
Mary uses data → writes better brief → Cameron builds better content
Running Parallel · The Multiplier
Running Parallel · The Multiplier
Riley — The Repurposing Engine
Every winner Cameron builds gets handed to Riley. One piece of content becomes 30+. Nothing goes to waste.
R
Riley
Repurposing Engine — The Hormozi Rule
Receives
Approved post from Cameron · Performance signal from Eli (winners get repurposed first)
Does
Takes one piece of content and stretches it into every possible derivative — different formats, different platforms, different lengths, different captions. The same message reaches every audience on every platform. One shoot. 30+ posts.
Hands Off
→ Parker schedules all derivatives
Always Running · The Conductor
Always Running · The Conductor
Kasey — The Orchestrator
Kasey is running the entire time. He fires every agent, watches every handoff, and routes every blocker. Kevin reviews outcomes — not tasks.
K
Kasey
Orchestration & Automation — Always On, From Day 1 Through Week 13+
Weeks 1–4: Guided
Week 5+: Autopilot
Watches at all times
All 9 agent STATUS.md files · ops/STATUS.md · Weekly production schedule · Blockers, gaps, and missed handoffs
What triggers Kasey
New client signal · Week change · Agent completing their step · A blocker appearing in any STATUS.md file
Guided Mode — Weeks 1–4
Every handoff requires Kevin's approval before it fires.

Dakota complete? Kasey notifies Kevin → Kevin approves → Mary fires.
Mary complete? Kevin approves → Jim fires.
Jim complete? Kevin reviews proposal → sends to client.

Kevin is in the loop at every step.
Autopilot Mode — Week 5+
Kasey runs the entire weekly loop without Kevin approving each step.

Saturday → triggers Mary's brief → Cameron builds → Parker schedules → posts go live → Wednesday Eli refreshes dashboard → Saturday Eli delivers full report → loops back to Mary.

Kevin reviews results. Not tasks.
Kasey only surfaces a blocker when something actually needs a decision. Every other signal is handled automatically. This is what makes the system scalable — Kevin runs 5 clients without 5x the work.
Phase 3 · Week 13+ · Growth
8 weeks of data. We know exactly which content resonates, which platforms convert, and which audience responds. Now we put money behind what's already proven.
Phase 3 · Growth Mode · Week 13+
Ad Spend Activates — Week 13+
8 weeks of organic data tells us exactly what works. Now we put money behind it. Paid campaigns go live. The machine accelerates.
💰
Week 13 — Paid Campaigns Go Live
Ad budget activates · Separate from retainer
What triggers it
8 weeks of Eli's analytics show which content resonates. Mary and Kevin review the data. Jim recommends the ad spend range for the client's market.
Eli
Tracks paid + organic data together. Reports weekly.
Mary
Strategy shifts to amplify best-performing organic content.
Jim
Flags budget shifts or scope changes. Keeps pricing accurate.
The result: a fully self-improving system.
Content gets better every week. Analytics tell us what to push. Paid spend goes behind proven winners. Kevin reviews performance, not process.
The Machine Is Running
Prospect → Client → Campaign → Growth
Every agent. Every week. Fully automated at Week 5. Kevin reviews — not manages.
827 Marketing Solutions · Internal Use Only · Not for Client Distribution
827 Marketing Solutions · System Architecture · Kevin Castro · Updated 2026-07-01
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