No wrong answers — this just helps us tune things to how the team actually works. Skip anything that isn't relevant.
Who's filling this in?
When would you like to formally begin the ~12-week engagement?
Nothing's on hold either way — we keep rolling pieces out in the meantime.
Would an in-person week to set up the team be useful?
Jonathan can come to Charleston and set people up directly.
How should we connect Metricool?
Want the weekly summary delivered into your Slack?
Where should the reporting live in Notion?
Does this ordering match how you'd rank it?
Reporting first, connected workspace second — content pipeline left as-is.
Your primary KPIs — and the one number you most want to see move.
The numbers that actually drive a decision. For Helen especially: when a weekly summary lands, what's it helping you decide?
Organic vs brand-deal content — how do you track it today, and what would you want?
The value and the current process, in your words. Do you have a feel for how brand-deal posts affect reach and follows compared to organic — and how much branded content the audience takes before it cools off?
ManyChat flows vs content performance — how do you track that today?
Which flows are you driving people into (the app waitlist, a freebie, a link), and do you know which ones actually convert?
On growth — can you see how much of a post's reach was new people vs current followers?
And which posts actually earned new follows? Mostly curious what's visible to you today.
Anything to share that would help us get specific?
The single most useful thing: a list of questions you'd want to ask Claude (and what each should pull from), plus your existing trackers/KPIs. A Google Drive link is perfect — there's no "too much."
Anything else?