SBK Marketing Operations Repository Structure
Purpose: Comprehensive operations repository for SBK Consulting's GTM, marketing, sales, and service delivery operations.
Foundation: Built upon SBK-Marketing-Operations-Requirements.md
Scope: Excludes all CSOS references; CIMP (Content Intelligence & Marketing Platform) integrations are acceptable.
Repository Root Structure
operations/
├── README.md # Repository overview and quick start
├── CLAUDE.md # Claude Code instructions
├── repository-structure.md # This file - structure documentation
├── requirements.md # Operations requirements
│
├── 00-foundation/ # Core business identity, personas, value cases
├── 01-gtm-strategy/ # Go-to-market planning and pricing
├── 02-content-library/ # All content assets (blog, case studies, etc.)
├── 03-campaigns/ # Active marketing campaigns
├── 04-prospecting/ # Lead generation and targeting
├── 05-sales-pipeline/ # Sales process and deal management
├── 06-competitive-intel/ # Market and competitor tracking
├── 07-service-delivery/ # SOPs for service execution
├── 08-onboarding/ # Client and internal onboarding
├── 09-contracts-legal/ # Contract templates and legal
├── 10-knowledge-base/ # Internal knowledge repository
├── 11-playbooks/ # Operational playbooks
├── 12-cimp/ # Content Intelligence & Marketing Platform
├── 13-analytics/ # Metrics, dashboards, reports
└── 14-templates/ # Reusable templates across ops
00-foundation/ — Core Business Identity
00-foundation/
├── README.md
├── brand/
│ ├── brand-voice.md # Voice gears, tone spectrum, personality traits
│ ├── visual-identity.md # Logo, colors, typography guidelines
│ ├── pricing-positioning.md # Pricing and market positioning
│ ├── brand-assets/ # Logo files, graphics, imagery
│ ├── brand-asset-generator/ # Asset generation tooling
│ └── generative-prompts/ # AI image generation prompts
│
├── personas/ # Buyer persona profiles
│ ├── README.md # Persona overview and ICP scoring
│ ├── solo-it-director.md # Healthcare/Manufacturing IT Director
│ ├── managing-partner-legal.md # Law firm Managing Partner
│ ├── cfo-controller.md # CFO at midmarket company
│ ├── healthcare-admin.md # Healthcare Administrator
│ ├── cto-vp-engineering.md # CTO/VP Engineering at growth tech
│ ├── service-business-owner.md # Service business owner
│ ├── bootstrapped-saas-founder.md # SaaS founder
│ ├── cpa-partner.md # CPA firm Partner (secondary)
│ ├── operations-vp-manufacturing.md # VP Operations at manufacturer (secondary)
│ ├── nonprofit-ed.md # Nonprofit Executive Director (secondary)
│ └── vibe-coder.md # AI-first indie developer (secondary)
│
├── value-cases/ # Value propositions with proof points
│ ├── README.md # Value case framework
│ ├── soc2-market-unlock.md # $24K → $500K-$2M ARR unlock
│ ├── hipaa-penalty-avoidance.md # $100K-$1.9M penalty avoidance
│ ├── cmmc-contract-enablement.md # DoD contract enablement
│ ├── it-cost-optimization.md # 30-40% IT spend reduction
│ ├── incident-response.md # Business continuity protection
│ ├── m365-security.md # Remote workforce security
│ ├── ma-due-diligence.md # Deal protection
│ └── vciso-program.md # Fractional security leadership
│
├── compliance-frameworks/ # Reference framework materials
│ └── README.md
│
└── industries/ # Industry-specific reference
└── README.md
01-gtm-strategy/ — Go-to-Market Planning
01-gtm-strategy/
├── README.md
├── channel-strategy/ # Multi-channel approach
│ └── README.md
│
├── market-positioning/ # Where SBK fits in market
│ └── README.md
│
├── partnerships/ # Partner and referral strategy
│ └── README.md
│
└── pricing/ # Pricing strategy and models
└── README.md
Note: Personas and value cases are in 00-foundation/ as they are core business identity elements used across all operations.
02-content-library/ — All Content Assets
02-content-library/
├── README.md
├── blog-posts/ # Blog content by topic
│ └── [topic]/*.md
│
├── case-studies/ # Customer success stories
│ └── [industry]/*.md
│
├── whitepapers/ # In-depth guides and research
│ └── *.md
│
├── webinars/ # Webinar content and recordings
│ └── *.md
│
├── email-sequences/ # Email campaign content
│ └── *.md
│
├── social-content/ # Social media posts
│ └── *.md
│
├── video-scripts/ # Video content scripts
│ └── *.md
│
└── landing-pages/ # Landing page copy
└── *.md
03-campaigns/ — Active Marketing Campaigns
03-campaigns/
├── README.md
├── active/ # Currently running campaigns
│ └── [campaign-name]/
│
├── archived/ # Historical campaigns
│ └── [campaign-name]/
│
├── assets/ # Campaign creative assets
│ └── [asset-type]/
│
└── templates/ # Campaign planning templates
└── *.md
04-prospecting/ — Lead Generation and Targeting
04-prospecting/
├── README.md
├── target-accounts/
│ ├── account-selection-criteria.md # How to identify targets
│ ├── account-tiers.md # Tier 1/2/3 classification
│ ├── named-account-lists/ # Industry-specific target lists
│ │ ├── healthcare-targets.md
│ │ ├── legal-targets.md
│ │ ├── accounting-targets.md
│ │ ├── financial-services-targets.md
│ │ ├── manufacturing-targets.md
│ │ ├── defense-contractors-targets.md
│ │ ├── technology-targets.md
│ │ └── nonprofit-targets.md
│ └── account-research-template.md # Research checklist
│
├── geographic-targeting/
│ ├── primary-markets.md # Primary geographic focus
│ ├── secondary-markets.md # Expansion markets
│ ├── market-density-analysis.md # Target density by region
│ └── local-regulations.md # State/region-specific compliance
│
├── outreach/
│ ├── outreach-strategy.md # Multi-channel approach
│ ├── email-sequences/ # Cold email templates
│ │ ├── executive-outreach.md
│ │ ├── compliance-trigger.md
│ │ ├── cost-optimization.md
│ │ └── incident-response.md
│ ├── call-scripts/ # Phone scripts
│ │ ├── cold-call-script.md
│ │ ├── follow-up-script.md
│ │ └── voicemail-scripts.md
│ ├── linkedin-playbook.md # LinkedIn outreach
│ └── cadence-templates/ # Multi-touch sequences
│
├── signals/
│ ├── buying-signals.md # Intent signals to monitor
│ ├── trigger-events.md # Events that indicate opportunity
│ ├── compliance-deadlines.md # Regulatory deadline calendar
│ └── news-monitoring.md # News-based triggers
│
├── enrichment/
│ ├── data-enrichment.md # Data sources and process
│ ├── contact-finding.md # Finding decision makers
│ └── technographic-data.md # Tech stack signals
│
└── tools/
├── prospecting-tech-stack.md # Tools used
├── list-building.md # List building process
└── data-hygiene.md # Data quality standards
05-sales-pipeline/ — Sales Process and Deal Management
05-sales-pipeline/
├── README.md
├── discovery/ # Initial discovery stage
│ └── [deal-name]/
│
├── qualification/ # Qualified opportunities
│ └── [deal-name]/
│
├── assessment/ # Assessment/scoping stage
│ └── [deal-name]/
│
├── proposal/ # Proposal development
│ └── [deal-name]/
│
├── negotiation/ # Contract negotiation
│ └── [deal-name]/
│
├── closed-won/ # Successfully closed deals
│ └── [deal-name]/
│
├── closed-lost/ # Lost opportunities
│ └── [deal-name]/
│
└── templates/ # Sales document templates
└── *.md
06-competitive-intel/ — Market and Competitor Tracking
06-competitive-intel/
├── README.md
├── competitors/ # Competitor profiles
│ ├── [competitor-name].md
│ └── README.md
│
├── battlecards/ # Sales battlecards
│ ├── [competitor-name]-battlecard.md
│ └── README.md
│
├── market-intel/ # Market intelligence
│ ├── market-overview.md
│ ├── market-segments.md
│ └── market-dynamics.md
│
├── market-trends/ # Trend analysis
│ └── *.md
│
├── pricing-intel/ # Pricing intelligence
│ └── *.md
│
└── win-loss-analysis/ # Win/loss tracking
└── *.md
07-service-delivery/ — SOPs for Service Execution
Total SOPs: 83 (27 pillar SOPs + 50 sub-procedure SOPs + 6 cross-pillar)
07-service-delivery/
├── README.md # Service delivery overview with SOP index
│
├── protect/ # Security & Compliance (11 SOPs + 14 sub-SOPs)
│ ├── hipaa-gap-sop.md # HIPAA gap assessment (parent)
│ ├── soc2-gap-sop.md # SOC 2 readiness assessment (parent)
│ ├── iso27001-gap-sop.md # ISO 27001 gap analysis
│ ├── nist-csf-sop.md # NIST CSF maturity assessment
│ ├── cmmc-sop.md # CMMC readiness assessment (parent)
│ ├── pci-dss-sop.md # PCI DSS compliance assessment
│ ├── risk-assessment-sop.md # Security risk assessment
│ ├── pentest-sop.md # Penetration testing
│ ├── security-policy-sop.md # Security policy development
│ ├── security-training-sop.md # Security awareness training
│ ├── incident-response-sop.md # Incident response (parent)
│ │
│ ├── hipaa-compliance/ # HIPAA sub-procedures (4)
│ │ ├── hipaa-assessment-sop.md # Detailed assessment procedures
│ │ ├── hipaa-remediation-sop.md # Gap remediation workflows
│ │ ├── hipaa-training-sop.md # Staff training program
│ │ └── hipaa-maintenance-sop.md # Ongoing compliance maintenance
│ │
│ ├── soc2-compliance/ # SOC 2 sub-procedures (4)
│ │ ├── soc2-readiness-sop.md # Readiness assessment details
│ │ ├── soc2-audit-prep-sop.md # Audit preparation checklist
│ │ ├── soc2-evidence-collection-sop.md # Evidence gathering
│ │ └── soc2-ongoing-compliance-sop.md # Continuous compliance
│ │
│ ├── cmmc-compliance/ # CMMC sub-procedures (3)
│ │ ├── cmmc-assessment-sop.md # Level assessment procedures
│ │ ├── cmmc-gap-remediation-sop.md # Gap remediation
│ │ └── cmmc-certification-prep-sop.md # Certification preparation
│ │
│ └── incident-response/ # IR sub-procedures (3)
│ ├── ir-planning-sop.md # IR plan development
│ ├── ir-tabletop-sop.md # Tabletop exercise facilitation
│ └── ir-execution-sop.md # Live incident execution
│
├── plan/ # Strategic Advisory (6 SOPs + 12 sub-SOPs)
│ ├── vcto-vciso-engagement-sop.md # vCTO/vCISO engagement (parent)
│ ├── it-strategy-sop.md # IT strategy development (parent)
│ ├── tech-roadmap-sop.md # Technology roadmapping
│ ├── budget-optimization-sop.md # Budget optimization (parent)
│ ├── vendor-selection-sop.md # Vendor selection (parent)
│ ├── ma-due-diligence-sop.md # M&A due diligence
│ │
│ ├── it-advisory/ # IT Advisory sub-procedures (3)
│ │ ├── it-assessment-sop.md # Current state assessment
│ │ ├── it-roadmap-sop.md # Roadmap development
│ │ └── it-budget-review-sop.md # Budget analysis
│ │
│ ├── vciso-vcto/ # vCISO/vCTO sub-procedures (3)
│ │ ├── vciso-engagement-sop.md # Engagement setup
│ │ ├── vciso-monthly-activities-sop.md # Monthly deliverables
│ │ └── vciso-board-reporting-sop.md # Board presentations
│ │
│ ├── cost-optimization/ # Cost optimization sub-procedures (3)
│ │ ├── cost-assessment-sop.md # Spend analysis
│ │ ├── cost-reduction-sop.md # Reduction strategies
│ │ └── vendor-negotiation-sop.md # Negotiation tactics
│ │
│ └── vendor-selection/ # Vendor selection sub-procedures (3)
│ ├── requirements-gathering-sop.md # Requirements definition
│ ├── vendor-evaluation-sop.md # Evaluation criteria
│ └── vendor-implementation-sop.md # Implementation support
│
├── operate/ # Managed Services (6 SOPs + 12 sub-SOPs)
│ ├── managed-soc-sop.md # Managed SOC operations
│ ├── edr-management-sop.md # EDR management
│ ├── vulnerability-management-sop.md # Vulnerability management
│ ├── helpdesk-sop.md # Help desk operations
│ ├── network-ops-sop.md # Network operations
│ ├── cloud-ops-sop.md # Cloud operations
│ │
│ ├── m365-security/ # M365 security sub-procedures (3)
│ │ ├── m365-assessment-sop.md # Security assessment
│ │ ├── m365-hardening-sop.md # Hardening procedures
│ │ └── m365-monitoring-sop.md # Ongoing monitoring
│ │
│ ├── wire-fraud-prevention/ # BEC prevention sub-procedures (3)
│ │ ├── bec-assessment-sop.md # Risk assessment
│ │ ├── bec-training-sop.md # User training
│ │ └── bec-controls-sop.md # Technical controls
│ │
│ ├── identity-access/ # IAM sub-procedures (3)
│ │ ├── iam-assessment-sop.md # IAM maturity assessment
│ │ ├── iam-implementation-sop.md # Implementation procedures
│ │ └── iam-governance-sop.md # Governance framework
│ │
│ └── vendor-risk/ # VRM sub-procedures (3)
│ ├── vrm-program-sop.md # Program establishment
│ ├── vendor-assessment-sop.md # Vendor assessments
│ └── vendor-monitoring-sop.md # Ongoing monitoring
│
├── innovate/ # Digital Transformation (4 SOPs + 12 sub-SOPs)
│ ├── cloud-migration-sop.md # Cloud migration (parent)
│ ├── automation-sop.md # Process automation
│ ├── ai-implementation-sop.md # AI/ML implementation
│ ├── digital-workplace-sop.md # Digital workplace
│ │
│ ├── cloud-architecture/ # Cloud sub-procedures (3)
│ │ ├── cloud-assessment-sop.md # Current state assessment
│ │ ├── cloud-design-sop.md # Architecture design
│ │ └── cloud-migration-detailed-sop.md # Migration execution
│ │
│ ├── data-governance/ # Data governance sub-procedures (3)
│ │ ├── data-inventory-sop.md # Data discovery and inventory
│ │ ├── data-classification-sop.md # Classification framework
│ │ └── data-protection-sop.md # Protection controls
│ │
│ ├── secure-sdlc/ # Secure SDLC sub-procedures (3)
│ │ ├── sdlc-assessment-sop.md # SDLC maturity assessment
│ │ ├── devsecops-sop.md # DevSecOps implementation
│ │ └── code-review-sop.md # Secure code review
│ │
│ └── ma-due-diligence/ # M&A sub-procedures (3)
│ ├── ma-security-assessment-sop.md # Security due diligence
│ ├── ma-tech-review-sop.md # Technology assessment
│ └── ma-integration-sop.md # Post-merger integration
│
├── sops/ # Cross-Pillar SOPs (6)
│ ├── README.md # Cross-pillar SOP overview
│ ├── engagement-kickoff-sop.md # Starting any engagement
│ ├── status-reporting-sop.md # Client communication cadence
│ ├── deliverable-review-sop.md # Multi-stage peer review
│ ├── engagement-closeout-sop.md # Closing with knowledge transfer
│ ├── time-tracking-sop.md # Billing and budget management
│ └── client-escalation-sop.md # Issue escalation and resolution
│
└── quality-assurance/ # QA Framework
├── README.md # QA framework overview
├── qa-checklist.md # QA requirements
├── peer-review-checklist.md # Peer review process
└── client-feedback-checklist.md # Collecting feedback
Service Pillar Summary
| Pillar |
Focus |
Parent SOPs |
Sub-SOPs |
Total |
Key Deliverables |
| Protect |
Security & Compliance |
11 |
14 |
25 |
Gap analyses, risk registers, policy frameworks |
| Plan |
Strategic Advisory |
6 |
12 |
18 |
Roadmaps, strategies, due diligence reports |
| Operate |
Managed Services |
6 |
12 |
18 |
Monitoring, SLA reports, incident logs |
| Innovate |
Digital Transformation |
4 |
12 |
16 |
Migration plans, automation workflows, AI solutions |
| Cross-Pillar |
Engagement Standards |
6 |
— |
6 |
Kickoffs, status reports, sign-offs |
| Total |
|
33 |
50 |
83 |
|
SOP Hierarchy
Parent SOPs provide high-level procedures; sub-SOPs provide detailed step-by-step workflows:
Parent SOP (e.g., hipaa-gap-sop.md)
├── Overview and scope
├── Prerequisites and inputs
├── High-level process flow
├── Deliverables summary
└── Links to sub-SOPs for detailed execution
│
├── Sub-SOP 1 (hipaa-assessment-sop.md)
│ └── Detailed assessment procedures
├── Sub-SOP 2 (hipaa-remediation-sop.md)
│ └── Remediation workflows
└── Sub-SOP 3 (hipaa-training-sop.md)
└── Training program details
Quality Gates
| Gate |
Stage |
Validation |
| G1 |
Engagement Start |
Charter signed, RACI defined, kickoff complete |
| G2 |
Mid-Engagement |
Progress reviewed, risks assessed, client aligned |
| G3 |
Deliverable Ready |
Peer review passed, QA checklist complete |
| G4 |
Client Approval |
Client review complete, sign-off obtained |
| G5 |
Closeout |
Lessons learned, knowledge transferred, archived |
Template Integration
All SOPs integrate with templates in 14-templates/:
- Engagement Management: documents/, emails/ — Kickoff, status, closeout
- Reports: reports/ — Weekly status, monthly executive, QBR
- Brand Assets: 00-foundation/brand/ — Visual identity, voice guidelines
08-onboarding/ — Client and Internal Onboarding
08-onboarding/
├── README.md
├── client-onboarding/ # Client onboarding processes
│ ├── onboarding-checklist.md
│ ├── kickoff-meeting-guide.md
│ └── welcome-packet.md
│
├── internal-onboarding/ # Employee onboarding
│ ├── new-hire-checklist.md
│ ├── systems-training.md
│ └── process-orientation.md
│
├── checklists/ # Onboarding checklists
│ └── *.md
│
└── templates/ # Onboarding templates
└── *.md
09-contracts-legal/ — Contract Templates and Legal
09-contracts-legal/
├── README.md
├── contract-templates/
│ ├── master-services-agreement.md # MSA template
│ ├── statement-of-work.md # SOW template
│ ├── nda-template.md # Non-disclosure agreement
│ ├── sla-template.md # Service level agreement
│ └── amendment-template.md # Contract amendments
│
├── pricing/
│ ├── rate-card.md # Standard rates
│ ├── service-pricing.md # By-service pricing
│ ├── volume-discounts.md # Discount structure
│ └── payment-terms.md # Payment policies
│
├── terms-conditions/
│ ├── standard-terms.md # Standard T&Cs
│ ├── limitation-of-liability.md # Liability terms
│ └── warranty-terms.md # Warranty language
│
├── compliance/
│ ├── data-processing-addendum.md # DPA template
│ ├── baa-template.md # Business associate agreement
│ └── security-addendum.md # Security requirements
│
└── processes/
├── contract-review-sop.md # Review process
├── approval-workflow.md # Approval requirements
└── redline-guidelines.md # Acceptable modifications
10-knowledge-base/ — Internal Knowledge Repository
10-knowledge-base/
├── README.md
├── technical/ # Technical documentation
│ ├── security-tools.md
│ ├── cloud-platforms.md
│ └── best-practices.md
│
├── process/ # Process documentation
│ ├── delivery-process.md
│ └── quality-standards.md
│
├── faq/ # Frequently asked questions
│ ├── client-faq.md
│ ├── compliance-faq.md
│ └── technical-faq.md
│
├── troubleshooting/ # Troubleshooting guides
│ └── *.md
│
└── vendor-docs/ # Vendor documentation
└── *.md
11-playbooks/ — Operational Playbooks
11-playbooks/
├── README.md
├── marketing-playbooks/ # Marketing operation playbooks
│ ├── campaign-launch-playbook.md
│ ├── content-creation-playbook.md
│ └── lead-handoff-playbook.md
│
├── sales-playbooks/ # Sales process playbooks
│ ├── discovery-call-playbook.md
│ ├── demo-playbook.md
│ ├── proposal-playbook.md
│ └── closing-playbook.md
│
├── delivery-playbooks/ # Service delivery playbooks
│ ├── kickoff-playbook.md
│ ├── qbr-playbook.md
│ └── renewal-playbook.md
│
└── crisis-playbooks/ # Crisis management playbooks
├── incident-response-playbook.md
├── escalation-playbook.md
└── communications-playbook.md
12-cimp/ — Content Intelligence & Marketing Platform
12-cimp/
├── README.md
├── automation/ # Automation workflows
│ ├── lead-scoring-automation.md
│ ├── email-sequences.md
│ └── workflow-triggers.md
│
├── dashboards/ # Dashboard configurations
│ ├── executive-dashboard.md
│ ├── marketing-dashboard.md
│ └── sales-dashboard.md
│
├── integrations/ # Platform integrations
│ ├── crm-integrations.md
│ ├── email-integrations.md
│ └── analytics-integrations.md
│
├── reports/ # Report templates
│ └── *.md
│
└── workflows/ # Workflow definitions
└── *.md
13-analytics/ — Metrics, Dashboards, Reports
13-analytics/
├── README.md
├── kpis/ # KPI definitions
│ ├── marketing-metrics.md
│ ├── sales-metrics.md
│ └── service-metrics.md
│
├── dashboards/ # Dashboard definitions
│ ├── executive-dashboard.md
│ ├── marketing-dashboard.md
│ └── sales-dashboard.md
│
├── reports/ # Report templates
│ ├── weekly-reports/
│ ├── monthly-reports/
│ └── quarterly-reports/
│
└── attribution/ # Attribution tracking
├── attribution-model.md
└── channel-attribution.md
14-templates/ — Reusable Templates Across Ops
14-templates/
├── README.md # Template library overview with brand integration
│
├── deliverables/ # Client deliverable templates by pillar
│ ├── risk-assessment-report.md
│ ├── gap-analysis-report.md
│ ├── security-roadmap.md
│ ├── vciso-monthly-report.md
│ ├── incident-report.md
│ ├── architecture-review.md
│ └── technology-assessment.md
│
├── documents/ # Engagement management documents
│ ├── README.md # Document templates with SOP integration
│ ├── kickoff-agenda-template.md
│ ├── project-charter-template.md
│ ├── raci-matrix-template.md
│ ├── self-review-checklist.md
│ ├── peer-review-checklist.md
│ ├── qa-checklist.md
│ ├── client-signoff-form.md
│ ├── knowledge-transfer-template.md
│ ├── lessons-learned-template.md
│ └── escalation-log-template.md
│
├── emails/ # Email communication templates
│ ├── README.md # Email templates with escalation workflows
│ ├── kickoff-confirmation.md
│ ├── status-report-delivery.md
│ ├── deliverable-submission.md
│ ├── feedback-request.md
│ ├── escalation-notification.md
│ ├── escalation-update.md
│ ├── escalation-resolution.md
│ ├── closeout-summary.md
│ ├── survey-request.md
│ └── hours-summary.md
│
├── presentations/ # Slide deck templates
│ ├── capabilities-overview.md
│ ├── service-pillar-deck.md
│ ├── qbr-presentation.md
│ ├── board-presentation.md
│ └── training-deck.md
│
├── proposals/ # Proposal and SOW templates
│ ├── proposal-compliance.md
│ ├── proposal-vciso.md
│ ├── proposal-pentest.md
│ ├── proposal-strategy.md
│ ├── sow-fixed-fee.md
│ ├── sow-retainer.md
│ └── sow-hybrid.md
│
├── reports/ # Status and assessment reports
│ ├── README.md # Report templates with RAG status
│ ├── weekly-status-report.md
│ ├── monthly-executive-report.md
│ ├── quarterly-business-review.md
│ ├── incident-status-report.md
│ └── budget-status-report.md
│
├── marketing/ # Marketing asset templates
│ ├── case-study-template.md
│ ├── service-one-pager.md
│ ├── blog-post-template.md
│ └── social-post-templates.md
│
├── internal/ # Internal operational templates
│ ├── meeting-notes.md
│ ├── project-status.md
│ ├── resource-request.md
│ └── decision-log.md
│
└── brand-assets/ # Brand elements reference
└── README.md # Links to 00-foundation/brand/
Cross-Pillar SOP Template Integration
| SOP |
Template Categories |
Key Templates |
| Engagement Kickoff |
documents/, emails/ |
Kickoff Agenda, Project Charter, RACI |
| Status Reporting |
reports/, emails/ |
Weekly Status, Monthly Executive, QBR |
| Deliverable Review |
documents/ |
Self-Review, Peer Review, QA Checklists |
| Engagement Closeout |
documents/, emails/ |
Sign-Off Form, Knowledge Transfer, Lessons Learned |
| Time Tracking |
reports/ |
Budget Status Report, Hours Summary |
| Client Escalation |
documents/, emails/ |
Escalation Log, Notification Templates |
Brand Integration Requirements
All templates must incorporate:
- Logo: Primary on cover, horizontal in header (from 00-foundation/brand/brand-assets/)
- Colors: Trusted Advisor palette (from 00-foundation/brand/visual-identity.md)
- Typography: Inter for body, system fonts for code
- Voice: Professional, authoritative, clear (from 00-foundation/brand/brand-voice.md)
Content Migration Plan
Documents to MOVE (Direct Transfer)
| Source |
Destination |
Rationale |
SBK-Marketing-Operations-Requirements.md |
00-foundation/sbk-marketing-operations-requirements.md |
Foundation document |
sbk-design-spec/01-foundation/brand-voice.md |
00-foundation/brand/brand-voice-profile.md |
Core brand asset |
| Source |
Content to Extract |
Destination |
docs/sbk-value-map-smb-professional-services.md |
8 Personas |
00-foundation/personas/*.md |
docs/sbk-value-map-smb-professional-services.md |
8 Value Cases |
00-foundation/value-cases/*.md |
docs/sbk-value-map-smb-professional-services.md |
Competitive positioning |
06-competitive-intel/market-intel/positioning-map.md |
documentation/05-content-structure.md |
URL hierarchy |
02-content-library/README.md |
documentation/05-content-structure.md |
Service catalog |
07-service-delivery/README.md |
documentation/05-content-structure.md |
Industry segments |
01-gtm-strategy/market-positioning/market-segmentation.md |
sbk-design-spec/10-marketing-flows/marketing-funnels.md |
Lead funnel model |
04-prospecting/lead-funnel-model.md |
sbk-design-spec/10-marketing-flows/marketing-funnels.md |
MQL definition |
04-prospecting/mql-definition.md |
sbk-design-spec/10-marketing-flows/marketing-funnels.md |
Lead scoring |
04-prospecting/lead-scoring-model.md |
sbk-design-spec/07-copy-messaging/messaging-matrix.md |
Voice gears |
00-foundation/brand/brand-voice.md |
sbk-design-spec/07-copy-messaging/messaging-matrix.md |
OSP editorial codes |
14-templates/osp-editorial-templates/README.md |
apps/web/.../mega-menu.tsx → sbkMenuConfig |
Service taxonomy |
07-service-delivery/README.md |
apps/web/.../mega-menu.tsx → sbkMenuConfig |
Industry mapping |
01-gtm-strategy/market-positioning/market-segmentation.md |
apps/web/.../mega-menu.tsx → sbkMenuConfig |
Framework catalog |
10-knowledge-base/frameworks/README.md |
Documents to CREATE (New Content)
| Document |
Purpose |
Priority |
Status |
All SOP files in 07-service-delivery/ |
Service execution standards |
High |
✅ Complete (83 SOPs) |
Playbooks in 11-playbooks/ |
Operational playbooks |
High |
Pending |
Competitor profiles in 06-competitive-intel/ |
Competitive intelligence |
Medium |
Pending |
Prospecting target lists in 04-prospecting/ |
Named account lists |
High |
Pending |
Contract templates in 09-contracts-legal/ |
Legal documentation |
High |
Pending |
Automation configs in 12-cimp/ |
Workflow automation |
Medium |
Pending |
Implementation Phases
Phase 1: Foundation (Week 1-2)
- Set up repository structure
- Migrate foundation documents
- Create README files for each directory
- Extract personas and value cases
Phase 2: GTM & Marketing (Week 3-4)
- Populate GTM strategy section
- Create marketing operations documents
- Build content library structure
- Set up playbooks framework
Phase 3: Sales & Prospecting (Week 5-6)
- Create sales pipeline documentation
- Build prospecting target lists
- Develop outreach templates
- Configure automation workflows
Phase 4: Service Delivery (Week 7-8) ✅ COMPLETE
- ✅ 33 SOPs created (27 pillar-specific + 6 cross-pillar)
- ✅ Delivery standards with quality gates (G1-G5)
- ✅ Quality assurance framework with checklists
- ✅ Template integration (emails, reports, documents)
Phase 5: Intelligence & Analytics (Week 9-10)
- Build competitive intelligence framework
- Set up reporting dashboards
- Create analytics documentation
- Establish monitoring processes
Phase 6: Optimization (Ongoing)
- Refine based on usage
- Add new content as needed
- Update competitive intelligence
- Iterate on processes
Success Metrics
| Metric |
Target |
Measurement |
Status |
| Content completeness |
80% of structure populated |
Document count |
In Progress |
| Process coverage |
100% of services have SOPs |
SOP audit |
✅ 33 SOPs complete |
| Team adoption |
90% of team using daily |
Usage analytics |
Pending |
| Content freshness |
<30 days average age |
Last updated date |
Active |
| Knowledge findability |
<3 clicks to any document |
Navigation testing |
Pending |
Implementation Progress
| Phase |
Description |
Status |
| Phase 1 |
Foundation |
✅ Complete |
| Phase 2 |
GTM & Marketing |
In Progress |
| Phase 3 |
Sales & Prospecting |
In Progress |
| Phase 4 |
Service Delivery |
✅ Complete (33 SOPs) |
| Phase 5 |
Intelligence & Analytics |
Pending |
| Phase 6 |
Optimization |
Ongoing |
Document Version: 2.0
Created: 2026-01-22
Updated: 2026-02-06
Foundation: SBK-Marketing-Operations-Requirements.md