A skill is a one-page instruction sheet the AI follows the same way every
time. Copy one into a chat, paste your own material underneath, and the work comes back the same
quality whoever is running it. Nothing here sends anything on its own.
# MBAC Skill 01: Lead Enrichment
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | A, Client Intake & Counseling |
| **Lead indicator it moves** | % of submissions enriched (LinkedIn + details) |
| **Process owner** | Deborah Davis (with counselor assist) |
| **Built from (Anthropic plugin)** | `apollo:enrich-lead` / `common-room:contact-research` |
| **Customized by** | MBAC Context Document + this file |
## Trigger
A new intake record lands in the connected store from the intake landing page.
## Inputs / Context needed
- The intake record (especially the LinkedIn URL and business name)
- The MBAC Context Document
## Steps
1. Paste the MBAC Context Document, this file, and the intake record into Claude.
2. Ask Claude to research and fill in: what the business does, how long established, industry, size signals, anything public about certifications (MBE/EDGE), and what the owner has said publicly about their goals.
3. Ask for a 5-line "counselor briefing": who they are, what they likely need, one good opening question, one thing NOT to assume.
4. Verify anything surprising before it reaches a counselor. AI research can be wrong; the record only gets facts.
5. Save the enrichment to the SAME record in the connected store. Mark the record "enriched."
## Human checkpoint (Zone 1, verify-on-surprise)
Runs as Zone 1. Any surprising or negative finding gets human-verified before it is saved or acted on.
## Safety & disclosure
Public information only. Do not run background checks, credit lookups, or anything a client would find invasive. If it would feel weird to say "we saw this on your LinkedIn," leave it out.
## Output & where it lands
An enriched intake record + a 5-line counselor briefing, in the connected store, feeding Counseling Prep (Skill 02).
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** Anthropic Apollo enrichment / contact-research plugin skill.
2. **Customize:** MBAC's fields, the public-info-only rule, the counselor briefing format.
3. **Rename & anchor:** "MBAC Lead Enrichment," anchored to % enriched.
Skill 02 · Vivian Watkins · Zone 2
02 Counseling Prep
A one-page prep sheet so you walk into the session already knowing them.
Reach for it when
A 30-minute session gets booked
A returning client's follow-up session
You are covering a session for someone else
You give it
The client's intake record and enrichment briefing, plus any prior session summaries.
You get back
A one-page prep sheet on the client record: who they are, what they asked for, what to ask, and what to have ready before you walk in.
# MBAC Skill 02: Counseling Prep
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | A, Client Intake & Counseling |
| **Lead indicator it moves** | Sessions held (quality and conversion) |
| **Process owner** | Vivian Watkins (proposed, confirm) |
| **Built from (Anthropic plugin)** | `sales:call-prep` |
| **Customized by** | MBAC Context Document + this file |
## Trigger
A 30-minute counseling session is booked (Calendly confirmation lands).
## Inputs / Context needed
- The client's intake record + enrichment briefing from the connected store
- The MBAC Context Document
- Any prior session summaries for returning clients
## Steps
1. The day before the session, paste the MBAC Context Document, this file, and the client's record into Claude.
2. Ask for a one-page prep sheet:
- Who they are and what they asked for, in two sentences
- What we already know (from intake + enrichment), so you never make them repeat themselves
- The 3 most likely needs (certification, capital, contracts, operations) with one good question for each
- Which MBAC services and outside partners probably fit
- One thing NOT to assume
3. Read it in two minutes before the session. You run the meeting; the sheet just means you walk in already knowing them.
4. After the session, hand off to Skill 03 (Counseling Summary).
## Human checkpoint (Zone 2)
The counselor reads and owns the prep sheet. If anything looks off against the record, trust the record and your judgment, not the AI summary.
## Safety & disclosure
Prep stays internal. The session itself is Zone 3: the human relationship. AI never joins the meeting; it only preps you for it and summarizes after (with disclosure and consent for any recording).
## Output & where it lands
A one-page prep sheet attached to the client record in the connected store.
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** Anthropic `sales:call-prep` plugin skill.
2. **Customize:** MBAC service catalog, referral partners, counselor question style.
3. **Rename & anchor:** "MBAC Counseling Prep," anchored to sessions held.
Skill 03 · Vivian Watkins · Zone 2
03 Counseling Summary
Session notes to a logged summary in under 24 hours, always ending in a scheduled next touch.
Reach for it when
Any counseling session ends
A Granola or Zoom recording needs writing up
You are handing a client to another counselor
You give it
Your raw session notes, and the client record.
You get back
The standard MBAC summary: what they came in for in their own words, what was decided, action items split into what MBAC owes them and what they owe themselves, referrals made, and a scheduled next touch.
The 24-hour rule is the number this one moves. An unlogged session is how clients fall through.
# MBAC Skill 03: Counseling Summary
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | A, Client Intake & Counseling |
| **Lead indicator it moves** | Summaries logged within 24 hours |
| **Process owner** | Vivian Watkins (proposed, confirm) |
| **Built from (Anthropic plugin)** | `sales:call-summary` |
| **Customized by** | MBAC Context Document + this file |
## Trigger
A counseling session ends. The clock starts: summary logged within 24 hours, every time.
## Inputs / Context needed
- Your session notes (Granola notes if used, or your handwritten/typed notes)
- The client record
- The MBAC Context Document
## Steps
1. Paste the MBAC Context Document, this file, and your raw session notes into Claude.
2. Ask for the standard MBAC summary:
- What the client came in for (their words, not jargon)
- What was discussed and decided
- **Action items**, split two ways: what MBAC owes the client, what the client owes themselves
- Next step and WHEN (a scheduled next touch, always)
- Referrals made (partner, program, or state resource)
3. Read it. Fix anything the AI misheard. You were in the room; it was not.
4. Log the summary to the client record in the connected store.
5. Hand the follow-up to Skill 04 (Follow-Up) so the next touch is scheduled before you move on.
## Rules that never bend
- Logged within 24 hours. An unlogged session is how clients fall through.
- Every summary ends with a scheduled next touch. No dead ends.
## Human checkpoint (Zone 2)
The counselor who held the session approves the summary before it is logged. The client's file is the client's story; it has to be right.
## Safety & disclosure
If the session was recorded (Zoom/Granola), the client was told up front, per the approved AI disclosure line. Notes contain PII: they live in the connected store, and per the MBAC global instructions, PII is only ingested after double-verifying with the person it belongs to.
## Output & where it lands
A structured summary + action items on the client record, and a scheduled next touch.
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** Anthropic `sales:call-summary` plugin skill.
2. **Customize:** MBAC's summary format (two-way action items, referral field, 24-hour rule).
3. **Rename & anchor:** "MBAC Counseling Summary," anchored to summaries logged in 24h.
Skill 04 · Danielle Thompson · Zone 2
04 Follow-Up
The 30/60/90 chain that never breaks. Nobody leaves a touch without the next one booked.
Reach for it when
A counseling summary was just logged
A 30, 60, or 90-day check-in comes due
The Friday sweep turns up someone with no next touch
You give it
The client record: last summary, action items, and what MBAC owes them.
You get back
The next touch drafted in MBAC's voice, plus the following one scheduled. Zero clients without a scheduled next touch is the headline number here.
Moves
Follow-up cadence adherence (% of clients with a scheduled next touch)
# MBAC Skill 04: Follow-Up
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | A + B (the seam between them) |
| **Lead indicator it moves** | Follow-up cadence adherence (% of clients with a scheduled next touch) |
| **Process owner** | Danielle Thompson (owns 30/60/90) |
| **Built from (Anthropic plugin)** | `marketing:email-sequence` |
| **Customized by** | MBAC Context Document + this file |
## Trigger
A counseling summary is logged (Skill 03), OR a 30/60/90-day check-in comes due on any active client.
## Inputs / Context needed
- The client record: last session summary, action items, what MBAC owes them
- The MBAC Context Document
## Steps
1. Paste the MBAC Context Document, this file, and the client's latest summary into Claude.
2. Ask for the follow-up draft:
- Reference what was actually discussed (their goal, their words)
- Deliver anything MBAC owed them (link, document, introduction)
- Remind them of their own next step, encouragingly
- Confirm or propose the next touch date
3. For 30/60/90 check-ins with nothing owed: a short "how did X go" note tied to their last action item. Specific beats long.
4. Review, personalize, send from the counselor's email.
5. Log the touch and schedule the next one. The chain never breaks: every client always has a next touch on the calendar.
## Human checkpoint (Zone 2)
Counselor reads before sending. If the draft references something the client did not say, fix the record, not just the email.
## Safety & disclosure
AI-drafted, human-sent. Follow-ups carry client specifics: never include another client's information, and never include PII beyond what this client already shared with us.
## Output & where it lands
Sent from the counselor's email; touch + next scheduled touch logged to the connected store. Zero clients without a scheduled next touch is the headline number.
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** Anthropic `marketing:email-sequence` plugin skill.
2. **Customize:** MBAC's 30/60/90 cadence, the two-way action-item format, the never-a-dead-end rule.
3. **Rename & anchor:** "MBAC Follow-Up," anchored to cadence adherence.
Get people in, keep them engaged
Workflow B — Outreach & Follow-Up
Sourcing through re-engagement. Every sequence stops the moment somebody answers.
Skill 05 · Ricky Pleasant · Zone 1
05 Prospect Finder
Weekly sourcing that checks the store first, so nobody gets a cold email from MBAC twice.
Reach for it when
The weekly sourcing block
Building an invite list for a workshop
Targeting a certification cycle or a contract opportunity
You give it
This week's focus, if you have one: an industry, a certification cycle, a contracting opportunity that fits certain businesses.
You get back
A de-duplicated, tagged prospect list in the connected store, ready to feed Workflow B.
# MBAC Skill 05: Prospect Finder
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | B, Outreach & Follow-Up |
| **Lead indicator it moves** | Prospects sourced / added |
| **Process owner** | Ricky Pleasant (proposed, confirm) |
| **Built from (Anthropic plugin)** | `apollo:prospect` |
| **Customized by** | MBAC Context Document + this file |
## Trigger
Weekly sourcing block (put it on the calendar), or before a workshop/event that needs an invite list.
## Inputs / Context needed
- The MBAC Context Document (who MBAC serves: minority-owned businesses in Greater Cincinnati and Northern Kentucky)
- This week's focus, if any (an industry, a certification cycle, a contracting opportunity that fits certain businesses)
## Steps
1. Paste the MBAC Context Document and this file into Claude.
2. Describe this week's focus. Ask Claude to help you build the sourcing list from legitimate public sources: new business registrations, chamber directories, event attendee lists MBAC owns, MBDD referrals, partner lists, news about local minority-owned businesses.
3. For each prospect, capture the standard minimum: business name, owner if known, best contact channel, why they fit (the "reason we are reaching out" that Skill 06 will use).
4. Ask Claude to de-duplicate against the connected store BEFORE anyone gets outreach. Nobody should get a cold email from us twice.
5. Add the clean list to the connected store, tagged with source and date.
6. Hand the batch to Skill 06 (Outreach Writer) or Skill 07 (Initial Sequence).
## Rules that never bend
- Public and MBAC-owned sources only. No scraped personal data, no purchased lists without Deborah's sign-off.
- Every prospect enters the store with a "why them" note. No reason, no outreach.
## Human checkpoint (Zone 1, weekly review)
Runs as Zone 1. Deborah or Ricky reviews the weekly list for fit before it enters sequences.
## Safety & disclosure
Business contact info only at this stage; enrichment of individuals happens later under Skill 01's public-info-only rule.
## Output & where it lands
A de-duplicated, tagged prospect list in the connected store, feeding Workflow B.
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** Anthropic `apollo:prospect` plugin skill.
2. **Customize:** MBAC's eligibility profile, local-source list, de-dupe-first rule.
3. **Rename & anchor:** "MBAC Prospect Finder," anchored to prospects sourced.
Skill 06 · Ricky Pleasant · Zone 2
06 Outreach Writer
One warm first message for the person who is not part of a batch.
Reach for it when
A referral from a partner
Somebody met at an event
A warm introduction, or any one-off
You give it
Who they are, how you found them, and anything you already know they need.
You get back
A first-touch email under 150 words in plain language, naming one specific thing about their actual business, with the barrier removed up front: no cost, we do the paperwork with you.
Moves
First-touch outreach emails sent
Built from
`sales:draft-outreach` (also see `common-room:compose-outreach`)
# MBAC Skill 06: Outreach Writer
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | B, Outreach & Follow-Up |
| **Lead indicator it moves** | First-touch outreach emails sent |
| **Process owner** | Ricky Pleasant (proposed, confirm) |
| **Built from (Anthropic plugin)** | `sales:draft-outreach` (also see `common-room:compose-outreach`) |
| **Customized by** | MBAC Context Document + this file |
## Trigger
A prospect needs a first-touch message that is NOT part of a standard 4-touch batch: a referral from a partner, someone met at an event, a warm introduction, or a one-off.
## Inputs / Context needed
- The MBAC Context Document
- Who they are: name, business, how we found them (event, referral, MBDD, walk-in)
- Anything we know they need (certification, capital, contracts, general help)
## Steps
1. Paste the MBAC Context Document, then this skill file.
2. Paste what you know about the person and where they came from.
3. Ask Claude for ONE first-touch email: under 150 words, warm, specific to how we met them, one clear call to action (book a session or complete the intake page).
4. Ask for a subject line that a busy business owner would actually open. Plain, not clickbait.
5. Review, personalize the first line yourself (the part AI cannot fake), send from your own email.
6. Log the touch to the connected store; if no reply in 3 days, hand them to Skill 07 (Initial Sequence).
## Human checkpoint (Zone 2)
You read it, you fix it, you send it. If you would not say it to their face at a workshop, rewrite it.
## Safety & disclosure
AI-drafted, human-sent. Plain encouraging language, never pressure. Include the AI disclosure line when this starts a client relationship.
## Output & where it lands
Sent from the counselor's email. Logged to the connected store with source (event, referral, MBDD).
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** Anthropic `sales:draft-outreach` plugin skill.
2. **Customize:** MBAC Context Document (minority business owners; MBAC voice; no cost services; disclosure policy).
3. **Rename & anchor:** "MBAC Outreach Writer," anchored to outreach sent.
Skill 07 · Danielle Thompson · Zone 2
07 Initial Sequence, 4-Touch
The Day 0 / 3 / 6 / 9 email sequence that stops the moment somebody answers.
Reach for it when
A new prospect is added to the store
A landing-page intake has not booked within 24 hours
You give it
The prospect record, and which batch it belongs to. Run in batches of about 50.
You get back
Four drafted emails per prospect: warm intro, one piece of value, benefit plus a gentle nudge, then a close-out. A human reads and sends every one.
The sequence stops the instant someone replies or books. No exceptions.
# MBAC Skill 07: Initial Outreach, 4-Touch Sequence
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | B, Outreach & Follow-Up |
| **Lead indicator it moves** | Sequence completion rate, reply/booking rate |
| **Process owner** | Danielle Thompson |
| **Built from (Anthropic plugin)** | `marketing:email-sequence` |
| **Customized by** | MBAC Context Document + this file |
## Trigger
Run this skill when either happens:
- A new prospect is added to the connected store, OR
- A landing-page intake comes in and the person has NOT booked within 24 hours.
## Inputs / Context needed
- The MBAC Context Document (paste it first, always)
- Prospect record: name, business, email, mobile, LinkedIn/enrichment notes, what they said they need
- Which batch this belongs to (run in batches of ~50)
## Steps
1. Paste the MBAC Context Document, then this skill file, into Claude.
2. Paste the prospect record(s).
3. Ask Claude to draft the full 4-touch sequence per prospect:
- **Email 1 (Day 0):** Warm intro. Who MBAC is, what is in it for them. Soft CTA: book a session or complete intake. No cost, no pressure.
- **Email 2 (Day 3):** One piece of value. Remove a common barrier ("no cost," "we do the paperwork with you"). CTA.
- **Email 3 (Day 6):** Benefit plus gentle urgency. One quick proof point. CTA.
- **Email 4 (Day 9):** Close-out. "Closing the loop, seems like the timing is not right." Last-chance nudge.
4. Review every draft (human checkpoint below), fix anything off, send from the counselor's email.
5. Log sequence status to the connected store.
## Rules that never bend
- The sequence STOPS the instant someone replies or books. No exceptions.
- Encouraging, plain language. A reason to act, never pressure.
- Nothing auto-sends. A human hits send on every message.
## Human checkpoint (Zone 2)
A counselor reads the whole batch before anything goes out. The test: "Is it true, is it kind, would I send this to a client?"
## Safety & disclosure
AI-drafted, human-sent. Include the approved AI disclosure line wherever a client relationship starts. Never paste a client's confidential financials into the sequence drafts.
## Output & where it lands
Sent from the counselor's email. Status (which touch, sent date, reply/booked) logged to the connected store.
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** start from the Anthropic `marketing:email-sequence` plugin skill.
2. **Customize:** feed it the MBAC Context Document (audience: minority business owners in Greater Cincinnati / NKY; MBAC voice; state policy + AI disclosure).
3. **Rename & anchor:** it is now "MBAC Initial Outreach, 4-Touch Sequence," anchored to sequence completion and reply rate.
Skill 08 · Danielle Thompson · Zone 2
08 Re-Engagement, 30-Day
A second run at someone who went quiet, on a genuinely new angle.
Reach for it when
30 days after a first sequence ended with no reply and no booking
You give it
The prospect record, which angle the first sequence led with, and a fresh angle: a new resource, a new deadline, or a new success story.
You get back
Another four-touch sequence that never repeats the original pitch. Two full sequences dark and they move to the nurture list, not a third sequence.
# MBAC Skill 08: 30-Day Re-Engagement Sequence
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | B, Outreach & Follow-Up |
| **Lead indicator it moves** | Re-engagement sequences sent, recovered clients |
| **Process owner** | Danielle Thompson |
| **Built from (Anthropic plugin)** | `marketing:email-sequence` |
| **Customized by** | MBAC Context Document + this file |
## Trigger
30 days after an Initial Sequence (Skill 07) ended with no reply and no booking.
## Inputs / Context needed
- The prospect record, including WHICH angle the first sequence used
- A fresh angle: a new resource, a new deadline (grant window, certification cycle), or a new success story
- The MBAC Context Document
## Steps
1. Paste the MBAC Context Document, this file, and the prospect record into Claude.
2. Tell Claude what the FIRST sequence led with, and give it the fresh angle. The re-engagement must not repeat the original pitch; "did you see my last email" is banned.
3. Ask for another 4-touch sequence (Day 0 / 3 / 6 / 9, same rules as Skill 07): new angle up front, barrier removal, proof point, close-out.
4. Human reviews the batch, sends, logs.
5. If this one also ends dark: mark the record "nurture" and they only hear from us via workshops and the newsletter, warmly, until they re-surface.
## Rules that never bend
- Stops instantly on reply or booking.
- Fresh angle or no sequence. Recycled pitches burn the list.
- Two full sequences dark = nurture list, not a third sequence.
## Human checkpoint (Zone 2)
Counselor reads the batch and hits send. Check the angle is genuinely new against the record.
## Safety & disclosure
Same as Skill 07: AI-drafted, human-sent, disclosure line where a relationship starts, encouraging language only.
## Output & where it lands
Sent from the counselor's email; status logged to the connected store; "recovered" flag when someone books.
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** Anthropic `marketing:email-sequence` plugin skill.
2. **Customize:** the 30-day wait, fresh-angle requirement, two-strikes-then-nurture rule.
3. **Rename & anchor:** "MBAC 30-Day Re-Engagement," anchored to re-engagement sent and recovered clients.
Skill 09 · James Pullins · Zone 2
09 Workshop Engine
Plan, promote, register, run, follow up, and route every attendee back to intake.
Reach for it when
Any workshop or event, ideally four or more weeks out
Community Day and other one-off events
You give it
The event: what it is, who it is for, the date, and what people walk away with.
You get back
The whole promotion kit in one pass: a plain-language description, a three-touch invite sequence, two social posts, a newsletter blurb, and day-after follow-ups for attendees and no-shows alike.
# MBAC Skill 09: Workshop Engine
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | B, Outreach & Follow-Up |
| **Lead indicator it moves** | Workshop registrations |
| **Process owner** | James Pullins |
| **Built from (Anthropic plugin)** | `marketing:campaign-plan` |
| **Customized by** | MBAC Context Document + this file |
## Trigger
A workshop or event is scheduled (including the Sept 8 Community Day), ideally 4+ weeks out.
## Inputs / Context needed
- Event basics: topic, date, place, who it is for, what attendees walk away with
- The MBAC Context Document
- The prospect + client lists in the connected store (the invite pool)
## Steps
1. Paste the MBAC Context Document, this file, and the event basics into Claude.
2. Ask for the full promotion kit in one pass:
- A plain-language event description (the "what you walk away with" version, not the flyer-speak version)
- A 3-touch invite sequence for the prospect list (announce / value + logistics / last call)
- Two social posts and one newsletter blurb
- A day-after follow-up for attendees AND a "sorry we missed you" for no-shows, each routing people to the intake landing page
3. Review the kit (human checkpoint), schedule the sends.
4. Registration data flows into the SAME connected store, so every registrant drops into the right sequence automatically: attendees to intake/booking, no-shows to a nudge.
5. After the event, log attendance and hand the list to Skill 07/07 so nobody who showed up goes dark.
## Rules that never bend
- Every workshop ends by routing people to the intake landing page. Workshops are top-of-funnel, not an end in themselves.
- Registrants enter the one connected store, never a separate spreadsheet.
## Human checkpoint (Zone 2)
James reviews the kit; a counselor sanity-checks the walk-away promise ("would I stand behind this in the room?").
## Safety & disclosure
Registration collects the same minimal fields as intake (including the AI-use consent checkbox) so every registrant enters the connected store cleanly. Email is the reminder channel.
## Output & where it lands
Promotion kit sent on schedule; registrations + attendance in the connected store; post-event routing into Workflow A.
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** Anthropic `marketing:campaign-plan` plugin skill.
2. **Customize:** MBAC's event flow, the route-to-intake rule, the one-store rule.
3. **Rename & anchor:** "MBAC Workshop Engine," anchored to workshop registrations.
The front door before the front door
Shared
The inbox and the meeting write-up touch both workflows.
Skill 10 · Deborah Davis · Zone 2
10 Email Triage (Cowork)
A 15-minute morning pass so no client email sits longer than 24 hours.
Reach for it when
Every workday morning
After time away, when the inbox has got ahead of you
You give it
Your inbox, in Claude Cowork with the shared folder attached.
You get back
Everything sorted into five categories, replies drafted, new prospects staged for intake, and a “still waiting on us” list at the end. You read every draft; you hit send.
Moves
Emails triaged within 24h, response time
Built from
Claude Cowork inbox patterns + Anthropic `sales:draft-outreach`
# MBAC Skill 10: Email Triage (with Claude Cowork)
| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | Shared, A + B (the inbox is the front door before the front door) |
| **Lead indicator it moves** | Emails triaged within 24h, response time |
| **Process owner** | Deborah Davis / program admin |
| **Built from** | Claude Cowork inbox patterns + Anthropic `sales:draft-outreach` |
| **Customized by** | MBAC Context Document + this file |
## What Cowork is (one paragraph, no jargon)
Claude Cowork is Claude working alongside you on your actual computer: your inbox, your folders, your files. You do not write code and you do not learn prompts. You give it standing instructions once (see the MBAC Global Instructions file), and then each morning you ask it to work the inbox with you.
## Trigger
Every workday morning, one 15-minute triage block. The goal: no client email older than 24 hours without a response or a routed next step.
## Inputs / Context needed
- The MBAC Global Instructions already installed in Cowork (do this once, Module 3 shows how)
- The morning inbox
## Steps
1. Open Cowork and ask: "Triage today's inbox using the MBAC triage categories."
2. Claude sorts every message into: **New prospect** / **Active client** / **Partner or MBDD referral** / **Event or workshop** / **Admin-FYI**.
3. For each category it proposes the next move:
- New prospect: draft a warm reply + intake landing page link, and stage the record for the connected store
- Active client: draft a reply grounded in their record; flag anything overdue
- Referral: draft the acknowledgment to the partner AND the welcome to the client
- Event: route to James (Skill 09)
- Admin-FYI: a one-line summary each, so you can clear them in one pass
4. **You read every draft and you hit send.** Claude never sends on its own; that rule is in the Global Instructions and it never bends.
5. Anything with attachments or client documents gets filed to the right client folder in the connected store. Nothing is ever deleted: per the Global Instructions, anything removed from a folder goes to the archive folder, and only a human makes a final deletion decision.
6. End the block by asking: "What is still waiting on us from this week?" That list is your afternoon.
## Human checkpoint (Zone 2)
Every outbound message: human reads, human sends. Every filing action: visible in the archive trail.
## Safety & disclosure
- If an email contains personal identifying information beyond ordinary contact details (SSNs, financials, ID documents), Claude does not ingest or restructure it until the sender is double-verified as who they say they are, and never pastes it anywhere outside the client's own record.
- AI disclosure line included when a triage reply starts a new client relationship.
## Output & where it lands
A cleared inbox, sent human-approved replies, new prospects staged into intake, and a "still waiting on us" list. Response-time number logged weekly.
## Customization moves (Adopt, Customize, Rename)
1. **Adopt:** Cowork's standing-instruction inbox pattern + `sales:draft-outreach` for reply drafting.
2. **Customize:** MBAC's five triage categories, the 24-hour rule, the never-auto-send and archive-not-delete rules.
3. **Rename & anchor:** "MBAC Email Triage," anchored to emails triaged within 24h.
Skill 11 · Whoever ran it · Zone 2
11 Meeting Summarizer
Turns raw notes into a summary that says who owes what, by when.
Reach for it when
An MBAC counseling session
A discovery call with a new business owner
A workshop or event debrief
Internal team meetings and sales calls
You give it
Your raw notes, or a transcript from Granola, Zoom, or Otter.
You get back
A structured summary in the right shape for that meeting type. Counseling sessions come back in the Skill 03 format, ready to log: what they came in for in their own words, two-way action items, referrals, and a scheduled next touch.
It knows the MBAC rules: every summary ends with a next touch, PII stays out of the chat, and a human approves before anything is logged.
# Meeting Summarizer
> Shareable markdown export of `meeting-summarizer.skill` — exported 2026-08-25 from the MBAC Skills library.
>
> **How to use it:** paste this whole file into a new Claude, Claude Cowork, or ChatGPT conversation, then paste your own input underneath and say what you want. No install required. The `.skill` file next to it is the installable version for Claude; this markdown is the shareable version for everyone else.
**What it does:** Transform raw meeting notes, transcripts, or recordings into structured, actionable summaries with built-in accountability tracking. Automatically classifies the meeting as an MBAC Counseling Session, a Discovery Call, a Workshop or Event, an Internal meeting, or a Sales meeting, then applies the appropriate output template. Triggers on any request involving meeting notes, meeting summaries, meeting recaps, action items from meetings, call summaries, or post-meeting follow-up. Also triggers on "summarize my counseling session", "write up this discovery call", "recap the workshop", "session notes", "debrief the event", and when the user pastes or uploads a transcript, raw notes, or audio summary and asks to "summarize", "write up", "pull action items", or "create meeting notes". Use this skill for any meeting-related summarization or action-item extraction task.
---
## Overview
Transform raw meeting input into an actionable report that ensures follow-through and accountability. Every summary must answer: **Who owes what, by when?**
## Step 1 — Classify the Meeting
Determine meeting type from context clues in the notes. Ask the user only if genuinely ambiguous.
| Signal → Type | Examples |
|---|---|
| **MBAC Counseling Session** | An existing MBAC client, one-on-one, certification (MBE / EDGE / VFBE / WBE), access to capital, contracting, loan packaging, business plan review, "next session," referrals to partners or state programs |
| **Discovery Call** | A first conversation with a prospect, partner, or funder. "What do you do," "how does this work," qualifying questions, no counseling work done yet, ends in a booking or a decision to book |
| **Workshop / Event** | Group setting, registrations and attendance, presenter or panel, Q&A, a room rather than a person, post-event follow-up for attendees and no-shows |
| **Internal Meeting** | Team standup, planning, strategy, all-hands, 1-on-1, retrospective, no external party |
| **Sales Meeting** | Demo language, pricing, proposal references, a paid engagement, "their team / our team" framing, CRM or pipeline mentions |
**MBAC tie-breaker:** MBAC's services are no-cost. A conversation with a business owner is a **Counseling Session** if MBAC is already doing work for them, and a **Discovery Call** if the point of the call was to find out what they need and get them booked. If money changes hands, it is a Sales Meeting, not either of these.
If uncertain after scanning the notes, ask **one** clarifying question:
> "Which type is this — **Counseling Session**, **Discovery Call**, **Workshop**, **Internal**, or **Sales**?"
## Step 2 — Gather Minimum Viable Context
Before generating output, confirm you have these essentials. Ask **one question at a time** until 95 % confident you can produce the correct output. Do not ask for information already present in the notes.
**Required for both types:**
- Date of meeting (or approximate)
- Attendees / participants
- Raw notes, transcript, or summary
**Additionally required, by type:**
| Type | Also needed |
|---|---|
| **Counseling Session** | Client business name, the counselor who held the session, what the client came in for |
| **Discovery Call** | Prospect name and business, how they found MBAC, whether a session got booked |
| **Workshop / Event** | Event name and date, presenter(s), registered vs. attended counts |
| **Sales Meeting** | Client / prospect company name, what product or service was discussed |
| **Internal Meeting** | Nothing beyond the essentials above |
If all required info is present in the supplied notes, skip straight to output — do not interrogate the user unnecessarily.
## Step 3 — Generate the Summary
### A. MBAC Counseling Session Output
Matches MBAC Skill 03, Counseling Summary. This is the format that gets logged to the client record.
```
# Counseling Session Summary
**Date:** [date]
**Client:** [business name]
**Counselor:** [name]
**Session:** [First / Follow-up #n]
---
## What they came in for
[The client's own words. Do not translate it into program language.
If they said "I need to get certified so I can bid on the airport
job," write that, not "MBE certification support."]
## What we covered
[2-4 sentences: what was discussed and what was decided.]
## Action items
**What MBAC owes the client**
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
**What the client owes themselves**
| # | Action | Due Date | Status |
|---|--------|----------|--------|
| 1 | [task] | [date] | Open |
## Referrals made
- [Partner, program, or state resource + why]
(Omit section if none)
## Next touch
**[Date]** — [what happens, and who reaches out]
```
### B. Discovery Call Output
```
# Discovery Call Summary
**Date:** [date]
**Business:** [business name]
**Owner / contact:** [name, role]
**Source:** [landing page / workshop / referral / outreach sequence]
---
## Situation
[Three sentences. What the business is, where it is right now,
and why they picked up the phone.]
## What they need, in their words
- "[verbatim quote or near-verbatim phrasing]"
- "[...]"
## What MBAC can actually help with
- [Service 1 — certification / capital / contracting / counseling]
- [Service 2]
## Fit and readiness
[Are they eligible? Are they ready to do the work? What would
have to be true for this to go somewhere. Flag anything unclear.]
## Action items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
## Next touch
**[Date]** — [booked counseling session, intake to complete,
or the sequence they go into]
```
### C. Workshop / Event Output
```
# Workshop Debrief
**Event:** [name]
**Date:** [date]
**Presenter(s):** [names]
**Registered / Attended:** [n] / [n]
---
## What we promised the room
[The walk-away promise from the promotion kit, in one sentence.]
## What actually landed
[2-4 sentences: what the room responded to, what fell flat,
what questions kept coming up.]
## Questions and needs raised
- [Question or need 1 — and who raised it, if known]
- [Question or need 2]
## Follow-up routing
| Group | Count | Next action | Owner | Due Date |
|-------|-------|-------------|-------|----------|
| Attendees | [n] | Day-after follow-up to intake landing page | [name] | [date] |
| No-shows | [n] | "Sorry we missed you" + intake link | [name] | [date] |
| Hot leads | [n] | Book a counseling session directly | [name] | [date] |
## Action items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
## What to change next time
- [Fix 1]
- [Fix 2]
```
### D. Sales Meeting Output
```
# Sales Meeting Summary
**Date:** [date]
**Client:** [company name]
**Attendees:** [names + roles if available]
**Meeting Stage:** [Discovery / Demo / Proposal / Negotiation / Follow-Up]
---
## Unique Proposition Statement
[One sentence capturing the single most compelling value proposition
presented or implied during this meeting. Frame it from the client's
perspective: what specific outcome or transformation was offered.]
## Client Needs (as discussed)
- [Need 1 — stated in the client's own language where possible]
- [Need 2]
- [Need 3]
- [...additional needs]
## Key Discussion Points
[2-4 sentence narrative of the most important topics covered]
## Objections / Concerns Raised
- [Objection 1 + how it was addressed, if at all]
- [Objection 2]
(Omit section if none surfaced)
## Action Items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
| 2 | [task] | [name] | [date] | Open |
## Next Steps
[One paragraph: what happens next, when the next touchpoint is,
and what must be true before that touchpoint]
```
### E. Internal Meeting Output
```
# Internal Meeting Summary
**Date:** [date]
**Meeting Type:** [Standup / Sprint Review / Planning / Strategy / 1-on-1 / Other]
**Attendees:** [names]
---
## Purpose
[One sentence: why this meeting was held]
## Key Decisions Made
- [Decision 1 — include rationale if discussed]
- [Decision 2]
(Omit section if no decisions were made)
## Discussion Highlights
[3-5 sentence narrative capturing the most important points]
## Action Items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
| 2 | [task] | [name] | [date] | Open |
## Open Questions / Parking Lot
- [Unresolved question 1]
- [Unresolved question 2]
(Omit section if none)
## Next Meeting / Follow-Up
[When is the next check-in and what should be ready by then]
```
## Writing Rules
1. **Action items are non-negotiable.** Every action item must have an Owner. If the owner is unclear from the notes, flag it: `Owner: ⚠️ TBD — confirm with team`.
2. **Due dates are non-negotiable.** If no due date was stated, infer a reasonable one and mark it: `Due: ~Feb 14 (estimated)`.
3. **Use the client's language** in Sales meeting "Client Needs" bullets — do not rephrase into corporate jargon.
4. **The Unique Proposition Statement** must be exactly one sentence, written from the client's perspective, focusing on outcome not features.
5. **Omit empty sections** rather than writing "N/A" or "None discussed."
6. **Keep it scannable.** Executives should get value from a 30-second skim.
7. **If notes are sparse,** surface what you can and explicitly note gaps: `⚠️ Notes did not capture [X] — confirm with attendees.`
## MBAC rules (Counseling Session, Discovery Call, Workshop)
These are not optional. They come from the MBAC Context Document and the MBAC Global Instructions.
1. **Every summary ends with a scheduled next touch.** A summary with no next touch is not finished. No dead ends.
2. **Use the client's own words** for what they came in for. Never paraphrase the need into program jargon.
3. **The 24-hour rule.** A counseling session summary is logged to the client record within 24 hours of the session ending. Say so at the top of your output if the session is already older than that.
4. **PII stays out of the chat.** Financials, tax documents, ID documents, SSNs, home addresses, and dates of birth do not go into the summary or the conversation. If the notes contain them, flag it — `⚠️ Notes contain PII; log this to the client record in the connected store only` — and leave the detail out.
5. **You draft, a human sends and logs.** The counselor who was in the room approves the summary before it is logged. You were not there; they were.
6. **Flag, do not invent.** If a program rule, deadline, dollar amount, or referral name is not in the notes, mark it unverified rather than filling it in.
7. **Where it lands.** Counseling summaries and discovery notes go to the client record in the connected store; the Monday item just gets its status moved and its next-touch date set. Workshop debriefs go on the event item in the Workshops & Events board.
# Meeting Summarizer
> Shareable markdown export of `meeting-summarizer.skill` — exported 2026-08-25 from the MBAC Skills library.
>
> **How to use it:** paste this whole file into a new Claude, Claude Cowork, or ChatGPT conversation, then paste your own input underneath and say what you want. No install required. The `.skill` file next to it is the installable version for Claude; this markdown is the shareable version for everyone else.
**What it does:** Transform raw meeting notes, transcripts, or recordings into structured, actionable summaries with built-in accountability tracking. Automatically classifies the meeting as an MBAC Counseling Session, a Discovery Call, a Workshop or Event, an Internal meeting, or a Sales meeting, then applies the appropriate output template. Triggers on any request involving meeting notes, meeting summaries, meeting recaps, action items from meetings, call summaries, or post-meeting follow-up. Also triggers on "summarize my counseling session", "write up this discovery call", "recap the workshop", "session notes", "debrief the event", and when the user pastes or uploads a transcript, raw notes, or audio summary and asks to "summarize", "write up", "pull action items", or "create meeting notes". Use this skill for any meeting-related summarization or action-item extraction task.
---
Overview0.2 KB
## Overview
Transform raw meeting input into an actionable report that ensures follow-through and accountability. Every summary must answer: **Who owes what, by when?**
Step 1 — Classify the Meeting1.5 KB
## Step 1 — Classify the Meeting
Determine meeting type from context clues in the notes. Ask the user only if genuinely ambiguous.
| Signal → Type | Examples |
|---|---|
| **MBAC Counseling Session** | An existing MBAC client, one-on-one, certification (MBE / EDGE / VFBE / WBE), access to capital, contracting, loan packaging, business plan review, "next session," referrals to partners or state programs |
| **Discovery Call** | A first conversation with a prospect, partner, or funder. "What do you do," "how does this work," qualifying questions, no counseling work done yet, ends in a booking or a decision to book |
| **Workshop / Event** | Group setting, registrations and attendance, presenter or panel, Q&A, a room rather than a person, post-event follow-up for attendees and no-shows |
| **Internal Meeting** | Team standup, planning, strategy, all-hands, 1-on-1, retrospective, no external party |
| **Sales Meeting** | Demo language, pricing, proposal references, a paid engagement, "their team / our team" framing, CRM or pipeline mentions |
**MBAC tie-breaker:** MBAC's services are no-cost. A conversation with a business owner is a **Counseling Session** if MBAC is already doing work for them, and a **Discovery Call** if the point of the call was to find out what they need and get them booked. If money changes hands, it is a Sales Meeting, not either of these.
If uncertain after scanning the notes, ask **one** clarifying question:
> "Which type is this — **Counseling Session**, **Discovery Call**, **Workshop**, **Internal**, or **Sales**?"
Step 2 — Gather Minimum Viable Context1.0 KB
## Step 2 — Gather Minimum Viable Context
Before generating output, confirm you have these essentials. Ask **one question at a time** until 95 % confident you can produce the correct output. Do not ask for information already present in the notes.
**Required for both types:**
- Date of meeting (or approximate)
- Attendees / participants
- Raw notes, transcript, or summary
**Additionally required, by type:**
| Type | Also needed |
|---|---|
| **Counseling Session** | Client business name, the counselor who held the session, what the client came in for |
| **Discovery Call** | Prospect name and business, how they found MBAC, whether a session got booked |
| **Workshop / Event** | Event name and date, presenter(s), registered vs. attended counts |
| **Sales Meeting** | Client / prospect company name, what product or service was discussed |
| **Internal Meeting** | Nothing beyond the essentials above |
If all required info is present in the supplied notes, skip straight to output — do not interrogate the user unnecessarily.
Step 3 — Generate the Summary5.0 KB
## Step 3 — Generate the Summary
### A. MBAC Counseling Session Output
Matches MBAC Skill 03, Counseling Summary. This is the format that gets logged to the client record.
```
# Counseling Session Summary
**Date:** [date]
**Client:** [business name]
**Counselor:** [name]
**Session:** [First / Follow-up #n]
---
## What they came in for
[The client's own words. Do not translate it into program language.
If they said "I need to get certified so I can bid on the airport
job," write that, not "MBE certification support."]
## What we covered
[2-4 sentences: what was discussed and what was decided.]
## Action items
**What MBAC owes the client**
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
**What the client owes themselves**
| # | Action | Due Date | Status |
|---|--------|----------|--------|
| 1 | [task] | [date] | Open |
## Referrals made
- [Partner, program, or state resource + why]
(Omit section if none)
## Next touch
**[Date]** — [what happens, and who reaches out]
```
### B. Discovery Call Output
```
# Discovery Call Summary
**Date:** [date]
**Business:** [business name]
**Owner / contact:** [name, role]
**Source:** [landing page / workshop / referral / outreach sequence]
---
## Situation
[Three sentences. What the business is, where it is right now,
and why they picked up the phone.]
## What they need, in their words
- "[verbatim quote or near-verbatim phrasing]"
- "[...]"
## What MBAC can actually help with
- [Service 1 — certification / capital / contracting / counseling]
- [Service 2]
## Fit and readiness
[Are they eligible? Are they ready to do the work? What would
have to be true for this to go somewhere. Flag anything unclear.]
## Action items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
## Next touch
**[Date]** — [booked counseling session, intake to complete,
or the sequence they go into]
```
### C. Workshop / Event Output
```
# Workshop Debrief
**Event:** [name]
**Date:** [date]
**Presenter(s):** [names]
**Registered / Attended:** [n] / [n]
---
## What we promised the room
[The walk-away promise from the promotion kit, in one sentence.]
## What actually landed
[2-4 sentences: what the room responded to, what fell flat,
what questions kept coming up.]
## Questions and needs raised
- [Question or need 1 — and who raised it, if known]
- [Question or need 2]
## Follow-up routing
| Group | Count | Next action | Owner | Due Date |
|-------|-------|-------------|-------|----------|
| Attendees | [n] | Day-after follow-up to intake landing page | [name] | [date] |
| No-shows | [n] | "Sorry we missed you" + intake link | [name] | [date] |
| Hot leads | [n] | Book a counseling session directly | [name] | [date] |
## Action items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
## What to change next time
- [Fix 1]
- [Fix 2]
```
### D. Sales Meeting Output
```
# Sales Meeting Summary
**Date:** [date]
**Client:** [company name]
**Attendees:** [names + roles if available]
**Meeting Stage:** [Discovery / Demo / Proposal / Negotiation / Follow-Up]
---
## Unique Proposition Statement
[One sentence capturing the single most compelling value proposition
presented or implied during this meeting. Frame it from the client's
perspective: what specific outcome or transformation was offered.]
## Client Needs (as discussed)
- [Need 1 — stated in the client's own language where possible]
- [Need 2]
- [Need 3]
- [...additional needs]
## Key Discussion Points
[2-4 sentence narrative of the most important topics covered]
## Objections / Concerns Raised
- [Objection 1 + how it was addressed, if at all]
- [Objection 2]
(Omit section if none surfaced)
## Action Items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
| 2 | [task] | [name] | [date] | Open |
## Next Steps
[One paragraph: what happens next, when the next touchpoint is,
and what must be true before that touchpoint]
```
### E. Internal Meeting Output
```
# Internal Meeting Summary
**Date:** [date]
**Meeting Type:** [Standup / Sprint Review / Planning / Strategy / 1-on-1 / Other]
**Attendees:** [names]
---
## Purpose
[One sentence: why this meeting was held]
## Key Decisions Made
- [Decision 1 — include rationale if discussed]
- [Decision 2]
(Omit section if no decisions were made)
## Discussion Highlights
[3-5 sentence narrative capturing the most important points]
## Action Items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [task] | [name] | [date] | Open |
| 2 | [task] | [name] | [date] | Open |
## Open Questions / Parking Lot
- [Unresolved question 1]
- [Unresolved question 2]
(Omit section if none)
## Next Meeting / Follow-Up
[When is the next check-in and what should be ready by then]
```
Writing Rules0.8 KB
## Writing Rules
1. **Action items are non-negotiable.** Every action item must have an Owner. If the owner is unclear from the notes, flag it: `Owner: ⚠️ TBD — confirm with team`.
2. **Due dates are non-negotiable.** If no due date was stated, infer a reasonable one and mark it: `Due: ~Feb 14 (estimated)`.
3. **Use the client's language** in Sales meeting "Client Needs" bullets — do not rephrase into corporate jargon.
4. **The Unique Proposition Statement** must be exactly one sentence, written from the client's perspective, focusing on outcome not features.
5. **Omit empty sections** rather than writing "N/A" or "None discussed."
6. **Keep it scannable.** Executives should get value from a 30-second skim.
7. **If notes are sparse,** surface what you can and explicitly note gaps: `⚠️ Notes did not capture [X] — confirm with attendees.`
## MBAC rules (Counseling Session, Discovery Call, Workshop)
These are not optional. They come from the MBAC Context Document and the MBAC Global Instructions.
1. **Every summary ends with a scheduled next touch.** A summary with no next touch is not finished. No dead ends.
2. **Use the client's own words** for what they came in for. Never paraphrase the need into program jargon.
3. **The 24-hour rule.** A counseling session summary is logged to the client record within 24 hours of the session ending. Say so at the top of your output if the session is already older than that.
4. **PII stays out of the chat.** Financials, tax documents, ID documents, SSNs, home addresses, and dates of birth do not go into the summary or the conversation. If the notes contain them, flag it — `⚠️ Notes contain PII; log this to the client record in the connected store only` — and leave the detail out.
5. **You draft, a human sends and logs.** The counselor who was in the room approves the summary before it is logged. You were not there; they were.
6. **Flag, do not invent.** If a program rule, deadline, dollar amount, or referral name is not in the notes, mark it unverified rather than filling it in.
7. **Where it lands.** Counseling summaries and discovery notes go to the client record in the connected store; the Monday item just gets its status moved and its next-touch date set. Workshop debriefs go on the event item in the Workshops & Events board.
How the library grows
Building new skills
Two skills whose job is making more skills, properly.
Deborah Davis · Zone 2
SOP Builder
Turns a screen recording of how you actually work into a one-page SOP anyone could follow.
Reach for it when
A skill has run for real, and worked
A process that lives in one person's head
The two-week audit of an SOP you already shipped
You give it
The skill file being wrapped, and a Loom of the owner doing the task once while narrating.
You get back
A one-page SOP: purpose, trigger, owner, numbered steps with zone tags, the human checkpoint, the fail-safe, and a version number. Two gates where somebody has to literally type “yes”.
Build order never changes: skill first, prove it works, then wrap the SOP around it.
Moves
Skills with a finished SOP (goal: every deployed skill has one)
Built from
Disruption Now's EOS process-architect method, rebuilt for MBAC
# MBAC Skill: SOP Builder
| | |
|---|---|
| **Version** | v2.1 (2026-08-25) |
| **Workflow** | Meta (wraps SOPs around every working skill) |
| **Lead indicator it moves** | Skills with a finished SOP (goal: every deployed skill has one) |
| **Process owner** | Deborah Davis (each SOP's owner = that skill's owner) |
| **Built from** | Disruption Now's EOS process-architect method, rebuilt for MBAC |
## What this is
A skill file tells the AI how to do the work. An **SOP tells a person why and when**, and names the skill that does the how. This builder turns "how Danielle actually does it" into a one-page SOP anyone at MBAC could follow on her day off. Build order: skill first, SOP second, always. A finished workflow = the skill (for the AI) + the SOP (for the human).
The AI drafts, you edit, and nothing ships without your yes. Claude acts as a coach here, never a generator: it must not skip a step below, and it must not move past a gate without you literally typing "yes."
## Before you start (the hard stop)
All three must be true, or stop and fix that first:
1. **The skill exists** in the MBAC Skills Library (one of the 11, or a new one that went through the customization moves).
2. **It has run for real at least once, and worked.** An SOP cannot wrap a skill nobody has used.
3. **You have the Loom.** The process owner records their screen ONCE while doing the task and narrating out loud, like explaining it to a new teammate. 5 to 15 minutes. Include the judgment calls ("I always check X before I send"). The transcript is the raw material; nobody writes from a blank page. **PII rule:** blur or close client records before recording, or mark the video internal-only.
## Steps
1. Paste into Claude: the MBAC Context Document, this file, the skill file being wrapped, and the Loom transcript.
2. Claude first summarizes what it saw on the Loom as a numbered list of actions. Confirm the list before anything else.
3. Claude asks six things, two or three at a time, never all at once:
- **Outcome:** which of the 11 lead indicators this moves, and the near-term target (2x to 3x). **Write down the BEFORE number now**; the before/after is what we bring to the state.
- **Trigger:** when it runs, in calendar terms.
- **Owner:** name plus a backup. If the owner's role is not yet confirmed, the SOP says so ("owner: unconfirmed") until the Director confirms it. Rob approves; Rob never owns an MBAC process.
- **Stack:** the tools used today.
- **Exceptions:** the If/Then edge cases, plus every judgment call heard on the Loom.
- **Category:** Workflow A (intake, counseling, follow-up), Workflow B (outreach, re-engagement, workshops), or Meta.
4. Claude drafts the SOP in this exact shape, one page:
- **Purpose:** why this process exists, in one sentence a new hire understands
- **When it runs:** the trigger, in calendar terms
- **Who owns it:** name and backup (plus "unconfirmed" flag if it applies)
- **The steps:** 5 to 10 numbered steps. Each step says who does it (person or AI), and any step run by AI names the skill file: "Run *MBAC Initial Outreach, 4-Touch Sequence*"
- **Zone tags:** each step tagged Zone 1 (AI runs it) / Zone 2 (human checks before it ships) / Zone 3 (human only). Anything a client sees is at most Zone 2.
- **The checkpoint:** exactly what the human reviews, and the test ("is it true, is it kind, would I send it?")
- **If it goes wrong:** the fail-safe (who to tell, what to stop)
- **Compliance:** how this process satisfies all six rules (IT-17 posture, PII double-verified, public-record-only in general chats, AI disclosure at the client relationship start, AI drafts humans send, archive never delete)
- **For other centers:** what changes if another ODOD site adopts this (site name, host org, team names stay fill-ins)
- **The proof line:** the BEFORE number, the target, and where the weekly number gets typed (the Lead Indicator Scoreboard)
- **Version + last audited date** (starts at v0.9-draft)
5. **GATE 1.** Claude asks, word for word: *"Does this match how [owner] actually does it, including the judgment calls from the Loom? Reply 'yes' to continue."* The owner reads the draft against reality and fixes what Claude got wrong. The Loom shows what you do; the owner knows why. An SOP nobody recognizes is worse than no SOP.
6. Publish to Monday: the SOP doc lives in the **MBAC SOP Library** (see Monday Setup Checklist), one page per SOP, cross-linked to its skill file in the **Skills Library Index** board and to its lead indicator. Claude shows you the full page and the destination first and asks "Create this Monday doc? (yes/no)". Publishing bumps the version to v1.0.
7. **GATE 2.** Book the audit: exactly 2 weeks after v1.0 ships, the owner answers five questions (did it hold, what broke, what edge case was missed, what step was unnecessary, what was missing) and ships v1.1. Audits update the SAME Monday doc in place. One living playbook at one link.
## Human checkpoint (Zone 2)
The process owner approves every SOP before it is published, at both gates. Claude must require a literal "yes"; "looks good" does not count.
## Safety & disclosure
Loom recordings of real work may show client data on screen. Blur or close client records before recording, or mark the video internal-only. Transcripts follow the same PII rules as everything else. Every SOP carries the six compliance rules; none are optional.
## Output & where it lands
A versioned, one-page SOP in the Monday SOP library, cross-linked to its skill file and its lead indicator, with the BEFORE number recorded and an audit date on the calendar.
## What changed in v2.1
Project home moved from ClickUp to Monday (MBAC's project management tool): the SOP Library, Skills Library Index, and audit-in-place step now all point at Monday. The SMS Nudge skill was retired, so the library is 11 skills / 11 lead indicators, not 12. Intake Capture has since been retired as well (intake now lands automatically from the landing page), and Meeting Summarizer joined Shared as Skill 11, so the numbered library is 11 skills / 10 lead indicators.
## What changed in v2.0
Added the hard stop (skill must exist and have run once), the two literal yes gates, the owner "unconfirmed" flag, the compliance section in every SOP, the other-centers fill-ins, and the BEFORE-number proof line for the state. v1.0's shape is unchanged; v2.0 makes the discipline explicit.
Any owner · Zone 2
Skill Auditor
Coaches you through turning a task you keep redoing into a proper skill.
Reach for it when
Any task somebody repeats weekly
Turning a Loom walkthrough into a reusable skill
Fixing a skill that never seems to fire
You give it
A description of the thing you keep doing by hand.
You get back
A finished skill file, after a three-phase conversation that will not let you skip ahead. It gates on the description first, because a bad description means the skill never fires.
# Skill Auditor
> Shareable markdown export of `skill-auditor.skill` — exported 2026-08-25 from the MBAC Skills library.
>
> **How to use it:** paste this whole file into a new Claude, Claude Cowork, or ChatGPT conversation, then paste your own input underneath and say what you want. No install required. The `.skill` file next to it is the installable version for Claude; this markdown is the shareable version for everyone else.
**What it does:** Coaches users through building production-ready SKILL.md files via a 3-phase gated conversation covering description quality (T.D.O.P.), methodology completeness, and agent-pipeline readiness. Triggers on "create a skill," "make this a skill," "build a SKILL.md," "skill for my workflow," "audit this skill," or any request to package repeatable Claude behavior. Returns a complete SKILL.md with YAML frontmatter and ≤150-line body — always through the gated coaching process, never skipped.
---
You are a coach, not a generator. Walk the user through each phase conversationally. Ask clarifying questions until you are 95% certain of how to proceed at each step. Do not advance to the next phase until the current phase passes. Do not write the SKILL.md until all three phases pass.
## Phase 1: Description Gate (T.D.O.P.)
The description is the single most important line in the skill file. A bad description means the skill never fires.
**HARD RULE: One sentence. One thought. No semicolons separating independent clauses, no dashes introducing lists, no bullet rundowns.** Everything else — trigger phrase lists, section counts, output format detail, edge case coverage — belongs in the skill body. The description's only job is to make Claude reach for this skill. It is not a summary of the skill.
The one sentence must weave together all four elements naturally:
- **T — Trigger**: What action or need fires this skill ("generates," "drafts," "builds," "analyzes").
- **D — Document/Artifact**: What it produces, named explicitly (.docx, .xlsx, React component, memo, etc.).
- **O — Output**: One concrete detail about what the deliverable contains or does.
- **P — Pushy**: A short ownership clause making clear this skill owns this domain — even for casual or partial requests.
### Coaching behavior
1. Ask: "What does this skill do and what does it hand back?" Get the raw answer.
2. Draft a one-sentence description using T.D.O.P. Show it. Explain what you packed in and why.
3. If the user's draft runs long or uses lists — rewrite it as one sentence and explain the rule.
4. Iterate until the sentence is tight enough that a stranger could read it once and know exactly when to reach for this skill.
### What passing looks like
> Generates DocuSign-ready Word (.docx) legal agreements for Disruption Now referral and training partnerships — use for any request to create, draft, or send a partner agreement, even casual phrasing.
One sentence. Action verb → artifact → domain → ownership. Done.
### What failing looks like
> "Generates DocuSign-ready Word (.docx) legal agreements for Disruption Now referral and training partnerships. Outputs a Mutual NDA (13 sections), Referral Partnership Agreement, and/or SOW template. Covers 10% referral fees. Triggers on: 'create a partner agreement', 'generate an NDA'..."
This is a paragraph pretending to be a description. The trigger list, section counts, and coverage details belong in the skill body. Strip them out.
> "Helps with competitive analysis." — No artifact, no action, no ownership. The LLM will never fire this.
Do not advance to Phase 2 until the description is one sentence and passes T.D.O.P.
## Phase 2: Methodology Gate
Once the description is locked, coach the user through the skill body. It needs five things — skipping any makes the skill brittle.
### 2A — Reasoning, not just steps
Ask: "Walk me through how an expert does this. What are the judgment calls? What frameworks or quality criteria do they use?" If the user gives you a linear step list (step 1, step 2, step 3), push back. A step list breaks the moment it hits an unrecognized case. Extract the principles behind the decisions so Claude can generalize within the domain.
### 2B — Specified output format
Ask: "What exactly does the finished deliverable look like?" Reject vague answers like "a summary" or "a report." Pin down: file format (Markdown, .docx, .xlsx, PDF), exact sections or fields, length constraints, tone, and any structural requirements (tables, YAML, JSON).
### 2C — Explicit edge cases
Ask: "What are the weird situations an experienced person handles through gut instinct?" Claude has no gut instinct. Every exception, gotcha, ambiguous input, and boundary condition must be documented. Probe specifically for: missing inputs, ambiguous requests, out-of-scope requests, and conflicting instructions.
### 2D — Example of what good looks like
Ask the user to paste an actual example output — not a description of one. This becomes a pattern-matching target for Claude. Confirm with the user whether this should be embedded in the SKILL.md body or saved as a separate reference file (e.g., `EXAMPLE.md`) in the skill folder.
### 2E — Keep it lean
The core SKILL.md body must stay at or under 150 lines. If the methodology is running long, coach the user on what to cut. Short skills that fire reliably outperform long skills with competing instructions. Example files in the folder are fine for supplemental content — the body itself stays lean.
Do not advance to Phase 3 until all five sub-gates pass.
## Phase 3: Agent Design Gate
The skill must be designed for handoff, tested, and contracted — not just "working."
### 3A — Output as contract
Frame the skill's output as a declarative contract. Ask: "If another agent or person received this output with zero context, would they know exactly what they're holding and what to do next?" Press the user until the output spec reads like an agreement — fields defined, format locked, no ambiguity. Do not advance until the user confirms: "Yes, this is the contract."
### 3B — Designed for handoff
Ask: "What happens after this skill runs? Who or what consumes the output?" The skill is not solving a problem in isolation — it's producing an artifact that feeds the next step. Coach the user to think through the end-to-end chain. If the output would require a human to reformat, interpret, or clean it before passing it downstream, the skill isn't ready.
### 3C — Testing
This is non-negotiable. Do both:
1. **Simulate**: Construct 2–3 realistic trigger prompts yourself and walk through what the skill would produce. Identify any gaps, misfires, or ambiguities out loud.
2. **User-driven**: Ask the user to give you a real scenario they'd use this for. Run it through the methodology mentally and surface any issues.
If testing reveals problems, loop back to the relevant phase (description, methodology, or edge cases) and fix before proceeding.
### 3D — Hardwire with scripts (optional)
Ask the user what industry or domain this skill operates in. Then ask: "Are there parts of this workflow where the logic is truly deterministic — the same input should always produce the same output, no judgment needed?" If yes, recommend encoding those parts as inline code (Python, bash, or structured IF/THEN logic) rather than natural language instructions. Explain in plain terms: natural language is flexible but unpredictable; scripts are rigid but reliable. Let the user decide. This step is optional — only apply when deterministic logic genuinely fits.
## After all 3 phases pass
Generate the final SKILL.md file containing:
- YAML frontmatter with `name` and the approved one-line `description`
- Body ≤ 150 lines with: reasoning methodology, exact output format, edge cases, and one example
- Save any supplemental examples as separate files in the skill folder
Present the final file to the user for approval. If they request changes, identify which phase the change affects and re-evaluate that gate.
Install these straight into Claude
Extra skills
Bigger skills that ship as installable files. Each carries its reference material inside.
James Pullins · Zone 2
Social Copy Architect
Diagnoses the audience first, then writes the post. Never starts from a template.
Reach for it when
Instagram, TikTok, LinkedIn, Facebook, and X posts
Paid ad copy
Carousels, Reels, and Stories
Workshop and event promotion
You give it
What you are promoting, who it is for, and which platform.
You get back
Platform-native copy built from a real diagnosis: how aware the audience already is, how crowded the market is, and where this sits in the funnel. Hooks and CTAs derived from that, not pulled off a shelf.
Do not use it for video titles and descriptions. That is the Video Copy Optimizer.
# Social Copy Architect
> Shareable markdown export of `social-copy-architect.skill` — exported 2026-08-25 from the MBAC Skills library.
>
> **How to use it:** paste this whole file into a new Claude, Claude Cowork, or ChatGPT conversation, then paste your own input underneath and say what you want. No install required. The `.skill` file next to it is the installable version for Claude; this markdown is the shareable version for everyone else.
**What it does:** Research-driven social copy engine for organic posts and paid ads across Instagram, TikTok, LinkedIn, Facebook, and X/Twitter. Diagnoses awareness stage, market sophistication, and funnel position before writing — then builds platform-native copy from audience language and formula logic, never templates. Triggers on: write a post, create captions, Instagram copy, LinkedIn post, TikTok caption, ad copy, social content, hooks, CTAs, or any copy appearing on a social platform. Use for organic posts, paid ads, carousels, Reels, Stories, or multi-format social content. Do NOT use for video scripts (trailer-blueprint-engine), YouTube metadata (youtube-podcast-optimizer), or full campaign systems (midwestcon-campaign-orchestrator).
**Included sections:** main instructions + 5 reference section(s).
---
Research-first, formula-driven social copy production. Every piece derived from strategic
diagnosis and audience intelligence — never from templates or habit.
---
## Core Philosophy
**Every output is unique.** No stored copy patterns. No recycled hooks. No formula defaults.
The awareness stage, market sophistication level, and funnel position are DIAGNOSED from
the inputs — and that diagnosis determines everything: which formula runs, what emotional
driver leads, how hard the CTA pushes, which keywords land in which copy layers, and whether
the artwork and caption work as a two-part story or standalone pieces.
**The constraint funnel is the process.** Research narrows what's possible. The Mode Gate
locks what's structural. Segment intelligence locks what language and emotional territory is
available. Platform intelligence locks which copy layers carry which signals. By the time
copy is written, the creative space is narrow enough that generic output cannot fit.
**Platform-native is non-negotiable.** Instagram caption keywords appear in the first two
lines. TikTok distributes keywords across spoken audio, text overlay, AND caption. LinkedIn
posts never carry a URL in the body. Facebook copy front-loads the problem. Copy built for
one platform cannot be adapted to another — it must be rebuilt from the platform's cognitive
brain state up.
**Artwork and caption are one system, never two pieces.** The scroll-stopper (artwork,
thumbnail, frame 1, or cover image) and the caption/body text tell a two-part story.
If the artwork asks the question, the caption gives the answer. If the artwork shows the
shock, the caption provides context. They never duplicate information. Together they create
more curiosity than either creates alone.
---
## Before Starting: Load References
Read ALL of the following before producing any output:
1. [mode-gate.md](#reference-mode-gate) — Strategic diagnosis: awareness stage,
market sophistication, funnel position, formula selection matrix
2. [segment-intelligence.md](#reference-segment-intelligence) — 7-layer
psychographic profiling, language mining, belief mapping, identity stakes
3. [platform-intelligence.md](#reference-platform-intelligence) — Platform
psychology, algorithm signals, GEO/SEO keyword layer mapping, artwork/caption system
4. [copy-construction.md](#reference-copy-construction) — Formula execution,
hook mechanics, CTA intensity by stage, construction derivation chains
5. [verification-attacks.md](#reference-verification-attacks) — Generative
attacks, correction protocol
---
## MODE GATE (Executes Before Any Other Work)
This runs FIRST. Before research. Before segment profiling. Before writing a single word.
**Step 1: Classify the strategic context.**
From everything the user has provided — brand, product, audience description, post topic,
existing copy, or direct statement — answer these three questions:
> Q1: What does this audience currently believe about the problem this product solves?
> → This reveals the Schwartz Awareness Stage
> Q2: How many competitors are making similar claims in this market?
> → This reveals Market Sophistication Level
> Q3: What is this piece of content meant to make someone DO — and how far are they
> from doing it right now?
> → This reveals Funnel Position (TOFU / MOFU / BOFU)
Read **[mode-gate.md](#reference-mode-gate)** for the full diagnostic
methodology and the Formula Selection Matrix.
**Step 2: Lock the strategic constraints.**
The Mode Gate produces four locked outputs that cannot be overridden by any downstream phase:
- Awareness Stage: [Unaware / Problem-Aware / Solution-Aware / Product-Aware / Most-Aware]
- Sophistication Level: [1-5]
- Funnel Position: [TOFU / MOFU / BOFU]
- Active Formula: [PAS / AIDA / BAB / FAB / Hybrid — derived from the matrix]
- CTA Intensity: [None / Soft / Medium / Strong / Direct Offer]
- Keyword Intent Tier: [Informational / Investigational / Transactional]
- Emotional Driver: [Curiosity / Problem Activation / Differentiation / Validation / Urgency]
**If the inputs are genuinely ambiguous** — not unclear, but genuinely ambiguous where
two different diagnoses would produce structurally different copy — ask ONE question
to resolve it. State your working assumption. Do not run both versions and ask which
they prefer.
---
## Adaptive Workflow
This is a constraint-narrowing decision tree, not a checklist. Each phase asks questions
that narrow what's possible for the next phase. By copy construction, the space of valid
outputs has collapsed to the point where generic copy falls outside it.
All reasoning, intelligence, and synthesis is INTERNAL. The user sees only production-ready
copy, not the diagnostic documents.
---
### PHASE 1: Segment Intelligence
**Governing question:** What does this specific person currently believe — about the problem,
about solutions, about themselves — and what language do they use when they sit with it?
Read **[segment-intelligence.md](#reference-segment-intelligence)** and execute
the full 7-layer profiling:
- Layer 1: Professional/Social Identity — how they describe themselves
- Layer 2: Motivation Architecture — what they're measured on, what success looks like
- Layer 3: Current Emotional Baseline — dominant feeling about this topic *right now*
- Layer 4: Fear & Pain Mapping — acting wrong vs. not acting, current vs. past pain
- Layer 5: Blocking Beliefs — what they believe about themselves that makes action feel
unnecessary, premature, or impossible
- Layer 6: Identity Stakes — what identity is threatened or confirmed by taking the action
- Layer 7: Language & Discourse Patterns — minimum 10 real phrases from real sources
(comment sections, forums, Reddit, reviews, community posts — not paraphrased)
**Stop-gate:** If fewer than 10 cited phrases from real sources, search more. Do not
proceed with thin language capture.
**What this produces for downstream phases:**
- The blocking belief and identity stakes lock which emotional driver leads
(if blocking belief is "I've tried this before and failed" → lead with mechanism
differentiation, not problem agitation; if identity stakes are high → copy must
confirm identity belonging, not challenge it)
- The language capture becomes the raw material for every word choice in construction.
Copy that uses the audience's actual words converts because it signals "this person
is in my world" — copy that paraphrases their words signals "this is marketing"
- The current emotional baseline sets the entry emotion for Phase 3 synthesis
---
### PHASE 2: Platform Intelligence
**Governing question:** Given the platform, what cognitive state is this person in — and
which copy layers carry which signals to both the algorithm and the human?
Read **[platform-intelligence.md](#reference-platform-intelligence)** and execute:
- Identify the platform's cognitive brain state (discovery mode / entertainment mode /
professional context / social proof scanning)
- Map the GEO/SEO keyword layer architecture for this platform:
- Which copy layer carries primary keyword signals (caption / overlay / spoken / title)
- Which intent tier (informational / investigational / transactional) belongs in
each layer given the locked funnel position
- Confirm the artwork/caption system architecture:
- What format is the scroll-stopper on this platform (thumbnail, frame 1, cover slide,
static image)
- What two-part story structure does this platform favor
- Identify platform-specific hard constraints (character limits, URL rules, hashtag mechanics,
engagement signals that trigger reach)
**What this produces for downstream phases:**
- Keyword placement map: which specific terms land in which copy layers
- Story architecture: how artwork and caption divide the narrative
- Hard format constraints that cannot be violated in construction
- The share/save/comment trigger that copy must engineer (saves indicate high-value;
shares indicate emotional resonance or social identity; comments indicate opinion activation)
---
### PHASE 3: Positioning Synthesis
**Governing question:** Given what we know about this audience's current belief state AND
the formula locked in the Mode Gate — what is the single psychological movement this copy
must create, and what is the one insight where all constraints meet?
Execute the synthesis from both intelligence packets:
- **Derive the emotional entry point.** From the segment's current emotional baseline and
the locked emotional driver: what does this person need to FEEL in the first 3 seconds
to stay engaged? This is not chosen from a menu — it is derived from the intersection
of their baseline, their blocking belief, and the formula's opening mechanics.
- If baseline is exhaustion/skepticism → entry emotion is RECOGNITION ("this person
gets my situation"), not curiosity
- If baseline is anxiety/urgency → entry emotion is RELIEF signal first, then problem
activation
- If baseline is aspiration/ambition → entry emotion is BELONGING ("people like me
are doing this")
- **Derive the mechanism or differentiation.** At Sophistication Level 3+, copy cannot
lead with direct claims — those are saturated. Identify the unique mechanism,
proprietary process, or specific proof element that distinguishes this product/brand
from every other making the same claim.
- **Map the proof strategy.** From the trust profile in segment intelligence:
- Data-first audience → proof leads with numbers, study findings, quantified results
- Peer-first audience → proof leads with social proof, community signals, "people like you"
- Story-first audience → proof leads with narrative transformation, before/after arc
- Authority-first audience → proof leads with credential, institution, endorsement
- **Build the constraint set.** This is the synthesis output — not a strategy document,
but a set of constraints that every element of the copy must satisfy:
- Entry emotion: [specific emotional state that must be activated in lines 1-2]
- Mechanism requirement: [the specific thing that makes this different — if Soph 3+]
- Proof type: [exactly what evidence appears and where]
- Language set: [the 10+ captured phrases that must appear or shape every word choice]
- Formula structure: [the locked formula applied to THIS audience's specific journey]
- Two-part story division: [what the artwork carries vs. what the caption carries]
---
### PHASE 4: Copy Construction
**Governing question:** Given the constraint set, what is the specific word, in the specific
position, for the specific copy layer — and what formula element is it executing?
Read **[copy-construction.md](#reference-copy-construction)** and build:
**Build the scroll-stopper (artwork copy) first.**
The scroll-stopper is a separate cognitive system from the caption. It must:
- Stop the thumb/eye in 0.3 seconds
- Carry the first part of the two-part story
- Use ≤5 words (platform-dependent)
- Reference a specific trigger mechanism from the segment's lexical inventory
- Never duplicate information from the caption
**Build the hook/opening (caption, first line, or spoken intro) second.**
The hook completes the two-part story the scroll-stopper started. It must:
- Reference the constraint set's entry emotion
- Use the locked formula's opening mechanics
- Carry the primary keyword(s) for this platform's indexing layer
- Create an open loop that makes scrolling away feel incomplete
**Build the body through the formula structure.**
Each paragraph/section executes a specific formula element:
- Name which formula element each section is executing
- Every sentence must reference either a captured phrase from the language inventory
or a proof element from the proof strategy
- No sentence survives if it could be lifted and used in a competitor's copy
**Build the CTA at the locked intensity level.**
The CTA intensity is dictated by the Mode Gate — not by creative preference:
- None (TOFU/Unaware): No explicit CTA. End on the open loop or the hook.
- Soft (TOFU/Problem-Aware): Low-friction invitation — "save this," "share if this hit,"
"follow for more on [topic]"
- Medium (MOFU): Direction with reason — "link in bio to see how [mechanism] works"
- Strong (MOFU/BOFU): Urgency with proof — "comment [WORD] and I'll send you [thing]"
- Direct Offer (BOFU/Most-Aware): Buy now, sign up now, limited time — full urgency
mechanics engaged
**Build the keyword layer second.**
After copy is constructed psychologically, embed the keyword intent tier across the
correct platform copy layers per the Platform Intelligence map.
---
### PHASE 5: Verification
Read **[verification-attacks.md](#reference-verification-attacks)** and execute
all five generative attacks. These are NOT checklist items — they require producing evidence.
This runs silently. The user sees only verified copy.
**Expectation: The audit catches at least one issue. If it catches nothing, run
more aggressively.**
---
## Output Format
For each piece of copy requested, output:
```
PLATFORM: [Platform — e.g., Instagram Reels]
TYPE: [Organic Post / Paid Ad]
FORMULA: [Locked formula — e.g., PAS, Hybrid PAS-BAB]
FUNNEL: [TOFU / MOFU / BOFU]
AWARENESS: [Schwartz Stage]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
SCROLL-STOPPER / ARTWORK COPY:
[≤5 words. First half of the two-part story.]
CAPTION / BODY:
[Full production-ready copy. Every word earned.]
CTA:
[At the locked intensity level.]
KEYWORD LAYER:
[Which terms land where — caption line 1, overlay, spoken — per platform map]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
```
When producing multiple variants (3 recommended as default for paid ads):
- Variant 1 uses the primary formula and the primary emotional driver
- Variant 2 uses the same formula but a different emotional entry point
(drawn from the segment's secondary emotional state)
- Variant 3 uses an alternate formula that the Mode Gate flags as viable (if any)
- Each variant inventories what it used — Variant 2 cannot reuse Variant 1's
mechanism hook, proof element, or structural opening
---
## Handling Different Request Types
**"Write me a post about [topic]"** — Full 5-phase process. Mode Gate diagnoses context
from everything provided. If insufficient, ask ONE question.
**"Write 3 variations"** — Full process once. Three variants from the same constraint
set with content exclusion sets enforced between them.
**"Write this for [specific platform]"** — Phase 2 (Platform Intelligence) runs deep.
Platform mechanics become hard constraints on the Mode Gate output.
**"Rewrite this existing copy"** — Read the existing copy first. Diagnose which formula
it's attempting, which stage it targets, what's failing. Rebuild from the constraint set,
not from the original. Never "polish" — always rebuild from upstream.
**"Write organic + paid versions"** — Platform Intelligence runs for each. Organic copy
engineers engagement signals (save/share/comment). Paid copy engineers click-through.
They share the formula but never the same copy.
**"What should I post this week"** — Mode Gate diagnoses the current funnel gap.
Identifies what stage of the audience journey has no content. Produces specific pieces
for the missing stages.
---
## The Only Test That Matters
After copy is produced, one question:
**If this exact copy ran for a competitor's product targeting the same audience, would
it convert equally well?**
If yes — the copy is generic. The failure is in the research phase, not the copy phase.
Go back to segment intelligence and find the specific language, blocking belief, or
identity stake that was missed. The fix is never in the wording. It is always upstream.
---
## Correction Protocol
When the user corrects:
1. Diagnose which phase produced the error
2. Fix immediately in the same response — produce corrected copy
3. One sentence: what changed and why
4. Never ask permission to fix what the user already identified as wrong.
A correction IS the instruction to fix.
---
## Reference: copy-construction
#### What This Phase Produces
Production-ready copy built from the constraint set. Every element exists because the
constraints required it. The derivation chain is explicit: Mode Gate → formula structure;
Segment Intelligence → language and emotional territory; Platform Intelligence → where
keywords land and how the two-part story divides; Positioning Synthesis → entry emotion
and mechanism or proof type. Nothing in the final copy is creative choice — everything
is derived requirement.
#### The Construction Sequence
Build in this order. This order matters because each element constrains the next:
1. **Scroll-stopper (artwork copy)** — first half of the two-part story
2. **Hook (first line/sentence/spoken intro)** — second half, plus keyword layer 1
3. **Body (formula execution)** — constraint-by-constraint
4. **CTA** — at the locked intensity level
5. **Keyword embedding** — after psychological construction, not before
---
#### The Formulas
##### PAS — Problem, Agitate, Solution
**When it runs:** Problem-Aware audiences, TOFU/MOFU funnel positions, Sophistication 1-4.
**Core mechanic:** Joins the existing conversation in the reader's head. Doesn't introduce
the problem — names it with enough precision that they feel seen.
**Construction:**
**Problem section:** Name the specific problem using the segment's actual language.
Not a general statement — the exact version of the problem THIS person has.
- Uses captured phrases from Layer 7 language inventory
- Names the triggering circumstance if possible ("When [specific situation happens]...")
- Creates the "that's exactly me" recognition moment
- Rule: If someone without this problem would nod along, the problem statement is too general
**Agitate section:** Intensify the pain by describing what it costs — specifically.
- What the problem prevents them from having, being, or doing
- What they've already tried and why it failed (if blocking belief is "burned before")
- What happens if it continues — the trajectory, not just the current state
- The worst version of the problem — the fear in Layer 4's "not acting" quadrant
- Rule: Do not leave them in the agitated state — this section earns trust by
showing you understand the depth of the problem. It is not about making them feel bad.
**Solution section:** Introduce the path forward — at the awareness-stage-appropriate depth:
- Problem-Aware + TOFU → introduce that solutions exist, soft CTA (don't pitch the product)
- Problem-Aware + MOFU → introduce the mechanism approach, medium CTA
- Higher awareness → transition to BAB or FAB for the solution section
---
##### AIDA — Attention, Interest, Desire, Action
**When it runs:** Unaware audiences, TOFU funnel, Sophistication 1-2 (pioneering/competitive).
**Core mechanic:** Creates attention before the problem is labeled. The audience doesn't
know they have a problem yet, so you can't open with it. Open with pattern interruption,
then create interest in the problem, then desire for the solution.
**Construction:**
**Attention:** Pattern interrupt via curiosity, counter-intuitive claim, or identity signal.
- Curiosity: "Something is happening to [people like you] that most [category] don't
know about yet"
- Counter-intuitive: "[Common belief about [topic]] is wrong — here's what's actually true"
- Identity: "People who [in-group behavior] are starting to [new behavior]"
- Rule: The attention element must be completable only by reading more. If the attention
element is a complete thought, there's no reason to read on.
**Interest:** Build the case that this topic matters to this specific person.
- Connect the attention-grabbing hook to their world
- Introduce the problem without calling it a problem yet — describe the situation
- Make them lean in: what they don't know IS the point of interest
**Desire:** Create want for the solution/outcome before naming the product.
- Paint the "after" state using their own language for what success looks like
- Social proof: show that people like them (same identity) have achieved this
- Mechanism preview: hint at HOW without the full explanation
**Action:** At TOFU/Unaware, the action is engagement, not conversion.
- "Save this so you don't forget it"
- "Follow [brand] for more on [topic]"
- "Share with someone who needs to hear this"
---
##### BAB — Before, After, Bridge
**When it runs:** Solution-Aware audiences, MOFU/BOFU, Sophistication 2-4.
**Core mechanic:** Shows the full transformation arc, then explains exactly how this
product/approach bridges from the before state to the after state.
**Construction:**
**Before:** Describe the "before" state specifically — using the blocking belief and
current pain from Layer 4/5. This is not general struggle — it is the specific situation
this person recognizes as their current reality.
**After:** Paint the "after" state with the same specificity — the concrete, sensory,
specific version of success they described wanting in Layer 2's motivation architecture.
Not "you'll feel better" but "you'll [specific outcome in their language]."
- The contrast between Before and After creates the desire — not the features of the product
- After must feel reachable, not aspirational fantasy: the blocking belief (Layer 5) must
not resurface as "yeah but not for me"
**Bridge:** Here is exactly how the Before becomes the After — and why this specific
mechanism is different from what they've tried.
- This is where the unique mechanism or differentiation lives
- Name the specific thing that makes the bridge work when other bridges haven't
- At Sophistication 3+: the Bridge MUST differentiate the mechanism, not the outcome
(everyone promises the After — the Bridge is where trust is earned)
- Lead to the CTA: the Bridge ends with "here's how to start crossing it"
---
##### FAB — Features, Advantages, Benefits
**When it runs:** Product-Aware audiences, MOFU/BOFU, any sophistication.
**Core mechanic:** Converts product characteristics into audience-relevant outcomes.
Used for audiences who already know the product exists and are evaluating whether it
solves their specific version of the problem.
**Construction:**
The FAB construct is not three separate sections — it is a sentence-level pattern:
"[Product] has [feature] — which means [advantage for this use case] — so you can [benefit
in the audience's language]."
**Feature:** A specific, verifiable characteristic of the product. Not a marketing claim
— a fact. "Has X," "includes Y," "works in Z minutes," "designed for [specific use case]."
**Advantage:** Why this feature matters for THIS person's situation. The advantage bridges
the feature to the audience context. Same feature, different advantage for different segments.
**Benefit:** The personal outcome — stated in the audience's own language, in terms of
what they gain or stop experiencing. This lives in Layer 2 (motivation) and Layer 4 (fear)
from segment intelligence.
**Social proof integration:** FAB works best when followed by specific proof that matches
the audience's trust profile from Layer 4 (information processing):
- Data-first: statistics, study results, numbers
- Peer-first: "People who [share their identity] saw [outcome]"
- Story-first: One specific transformation narrative
- Authority-first: Expert endorsement, credentials, institutional association
---
##### Hybrid Formula Construction
Most sophisticated copy combines formulas. The combination follows this rule:
**The opening formula is determined by the awareness stage.**
**The closing mechanics are determined by the funnel position.**
Common hybrids:
- **PAS + BAB closing:** Agitate the problem (PAS) then pivot to the full transformation
arc (BAB). Used for Problem-Aware audiences crossing into MOFU.
- **AIDA + FAB close:** Build awareness and desire (AIDA) then close with feature-level
proof for a product-aware re-engagement. Used for retargeting content.
- **BAB + direct offer:** Run the transformation arc then convert with urgency. Used for
MOFU→BOFU transition content.
---
#### Hook Mechanics
The hook is the most load-bearing element of any piece of social copy. It is not the
first sentence that introduces the topic — it is the first sentence that makes scrolling
away feel like a mistake.
##### Hook Construction by Emotional Driver
**Curiosity-driven hooks (Unaware/TOFU):**
- Open a question that the body answers: "[X thing] is happening to [audience] right now.
Most people don't know why."
- Counter-intuitive claim: "Everything [audience] knows about [topic] is actually [specific
wrong thing]."
- Incomplete information: "There's a [pattern/method/reason] behind [thing they experience].
Here's what it is."
**Problem-activation hooks (Problem-Aware/TOFU-MOFU):**
- Use the captured language exactly: "[Exact phrase from Layer 7 in a real question or
statement form]."
- Name the specific situation: "If you've been [specific behavior] and [specific result
that doesn't match effort], you're not doing it wrong."
- Name the frustration with specificity: "The reason [common advice] doesn't work for
[specific segment] is [specific mechanism]. And nobody talks about this."
**Differentiation hooks (Solution-Aware/MOFU):**
- Lead with the mechanism: "Most [solutions in category] focus on [common approach].
[This approach] works on [different layer] — which is why it produces [different result]."
- Surface the hidden obstacle: "You're not stuck because you lack [thing everyone says].
You're stuck because [actual mechanism]. Here's the difference."
**Identity-confirmation hooks (Product-Aware/BOFU):**
- Mirror their identity: "People who [characteristic from Layer 6 positive identity] have
been using [mechanism/product] to [outcome]. Here's what they know."
- Social proof signal: "[Number] [audience type] [achieved outcome]. What they have in
common: [mechanism]."
**Direct offer hooks (Most-Aware/BOFU):**
- Offer specifics first: "[Specific offer] — [deadline] — [what they get]."
- Remove the last barrier: "Still haven't [taken action]? Here's exactly what's in it
and why now is the moment."
---
#### Scroll-Stopper Construction
The scroll-stopper is a separate cognitive object from the caption. It completes one job:
stop the thumb/eye in 0.3 seconds. It is not a summary of the caption. It is not
a headline. It is the first half of a two-part story.
**≤5 words (≤4 on TikTok).** Every word must carry weight.
**Construction rule — derive from the emotional driver:**
- If driver is LOSS/FEAR → The scroll-stopper creates a threat signal
(e.g., "You're doing this wrong" / "Stop wasting time on" / "Before you make this mistake")
- If driver is GAIN/ASPIRATION → The scroll-stopper creates a reward signal
(e.g., "The shortcut they won't tell you" / "Here's what actually works")
- If driver is IDENTITY/BELONGING → The scroll-stopper creates a recognition signal
(an in-group phrase, a specific descriptor: "For [specific type of person]")
- If driver is CURIOSITY → The scroll-stopper creates an information gap
(e.g., "The real reason [thing happens]" / "What [authority/insiders] know")
**Two-part story test:** After writing the scroll-stopper, read it alone. If it is a
complete thought — if reading it and stopping satisfies the question it raises — it will
not generate click-through. It must end on an open loop that can only be closed by reading
the caption or watching the video.
---
#### CTA Construction by Intensity Level
CTA intensity is locked by the Mode Gate. The wording below is starting-point language
derived from the intensity level — every CTA must be rewritten using the segment's captured
vocabulary register before production.
**Soft (TOFU save/follow/share):**
- Save-trigger: "Save this for when you need it"
- Share-trigger: "Send this to [specific person type in their life] who needs to hear this"
- Follow-trigger: "Follow for more on [topic in their vocabulary]"
- Comment-trigger: "Comment [word] if this is you right now" (for data collection + engagement)
**Medium (MOFU click/DM/engage):**
- Link trigger: "The full [guide/breakdown/case study] is linked in bio"
- DM trigger: "DM me [word] and I'll send you [specific thing]"
- Comment trigger: "Drop [question] in the comments and I'll answer each one"
**Strong (BOFU urgency/conversion):**
- Urgency: "[Specific offer] ends [specific date/time]" — real deadline only
- Social proof: "[X] people [took action] this week. [Outcome] is [time away]."
- Barrier removal: "If [specific objection] has been stopping you — [one sentence resolution].
[CTA]."
**Direct Offer (BOFU/Most-Aware):**
- Lead with the offer specifics, not the benefit narrative
- Include the price (if it's part of the value: "$47 → [exact outcome]. Link in bio.")
- One sentence maximum before the CTA — they already know what they want
---
#### Keyword Embedding Protocol
Keywords are embedded AFTER the copy is psychologically constructed — never before.
**Rule: Keywords serve copy. Copy does not serve keywords.**
Embedding sequence:
1. Identify the 2-4 primary keywords for this funnel position and platform (from Platform
Intelligence keyword intent tier)
2. Find natural insertion points in the existing copy where the keyword fits grammatically
without changing the meaning
3. Ensure the primary keyword appears in the copy layer with highest indexing weight for
this platform (first 2 caption lines for Instagram, spoken intro for TikTok, first 3
lines for LinkedIn)
4. Ensure the keyword appears in the human-readable voice of the segment (their vocabulary
register from Layer 7) — keyword stuffing destroys both the copy and the indexing benefit
**If a keyword cannot fit naturally** — rewrite the surrounding sentence until it can.
If it still cannot fit naturally, the keyword may not be right for this piece of content.
A keyword that forces awkward phrasing is worse than no keyword: it signals to both the
algorithm and the reader that the copy is manufactured.
---
## Reference: mode-gate
#### What This Phase Produces
Four locked constraints that cannot be overridden by any downstream phase: Awareness Stage,
Market Sophistication Level, Funnel Position, and the Formula Selection derived from their
intersection. These are not labels applied to make the process feel systematic — they are
structural parameters that determine what kind of copy is appropriate to write. A formula
mismatch is fatal: PAS on a Most-Aware audience feels condescending; a direct offer to an
Unaware audience has nothing to attach to.
#### Why This Runs Before Research
The Mode Gate eliminates entire categories of copy before any generative work begins. This
is not waste reduction — it is quality production. Every piece of copy that would be wrong
for this audience at this stage gets eliminated upstream, before it can be written. Without
this gate, research discovers things the copy can't use. With it, research knows exactly
what questions to answer.
---
#### Step 1: Schwartz Awareness Stage Diagnosis
The awareness stage answers: **What does this audience currently believe about the
problem this product/brand/content solves — and what do they know about solutions?**
This is not about what they SHOULD believe or what we WANT them to believe. It is about
where they actually are right now.
##### The Five Stages and Their Diagnostic Signals
**Unaware**
They don't know the problem exists — or they experience it without framing it as a problem.
- Signal: Audience has no language for the pain yet. They describe symptoms, not problems.
- Signal: Copy about "solving the problem" would confuse them — they don't recognize the problem
- Signal: Your product/brand is almost certainly unknown to them
- Typical social context: Content reaches them via entertainment or general interest feeds —
not via search or problem-driven browsing
- What copy must do: Name the problem they already feel but haven't labeled. Demonstrate
that others like them have it. Create the "that's me" recognition moment.
- Leads with: Curiosity / Pattern interrupt / Social proof story
**Problem-Aware**
They know they have the problem. They don't know solutions exist or where to find them.
- Signal: They describe the problem in their own words frequently (forums, social comments,
Reddit threads — "I keep doing X and nothing changes")
- Signal: They may have "tried nothing" or tried ineffective workarounds
- Signal: Solution copy would jump ahead of where they are — they're not comparing options yet
- What copy must do: Agitate the problem hard enough that finding a solution feels urgent.
Then introduce that solutions exist. Do not jump to product.
- Leads with: Problem recognition → agitation → solution exists signal
**Solution-Aware**
They know solutions exist and are comparing options. They may not know your product.
- Signal: They're using category keywords — searching "best [category]," reading comparison
articles, watching review content
- Signal: They have evaluation criteria forming (or formed): price, ease, speed, etc.
- Signal: Direct product claims don't land yet — they don't trust any one solution yet
- What copy must do: Differentiate the mechanism. Why is this approach to the problem
different from everything else in the category? Not better — different in kind.
- Leads with: Mechanism differentiation / proof of unique approach / "how this works" framing
**Product-Aware**
They know your product exists and are evaluating whether it's right for them.
- Signal: They've been to the website, followed the account, or seen the product before
- Signal: Objections are active: "does this actually work for someone like me?", "is this
worth the price?", "have others with my specific situation had success?"
- Signal: They are comparison-shopping — your product is on a mental shortlist
- What copy must do: Handle the specific objection that's blocking conversion. Use proof
that matches their specific identity and situation. Confirm that people exactly like them
have had the outcome they want.
- Leads with: Social proof + identity match / specific objection resolution / outcome evidence
**Most Aware**
They know the product, they want it, something small is stopping them.
- Signal: Cart abandonment, return visits, repeated views of the same content
- Signal: Price, timing, or logistics is the barrier — not belief or desire
- Signal: They are on a shortlist and need one final reason to choose now
- What copy must do: Remove the last barrier. Create legitimate urgency or scarcity. Confirm
the decision is the right one. The copy is not persuading — it is permission-giving.
- Leads with: Urgency / offer specifics / social proof of the final decision moment
##### How to Diagnose the Stage from Available Inputs
If the user provides target audience description → derive the stage from what they've told you
about the audience's relationship with the problem/product.
If the user provides existing copy → read the copy and identify which stage it targets — then
ask whether that's the right stage for the current audience.
If the user provides a platform + topic → infer from platform context:
- Cold audience Reels/TikTok/Explore → often Unaware or Problem-Aware
- Retargeting ads → often Product-Aware or Most-Aware
- Organic posts to existing followers → depends heavily on how long they've been following
and what content has come before
- Search-driven social (TikTok search, LinkedIn search) → often Solution-Aware or Product-Aware
---
#### Step 2: Market Sophistication Level Diagnosis
The sophistication level answers: **How many competing solutions have already made similar
claims in this market — and how much has the audience heard?**
This is Schwartz's sophistication spectrum applied to the product/category/market.
##### The Five Levels
**Level 1 — Pioneering Market**
The first product in a genuinely new category. Direct claims work because nothing like
this has been heard before.
- Copy approach: Make the direct claim boldly. "Do X." No mechanism needed — the claim IS
the differentiator.
- Headline type: Direct statement of the benefit.
- Example structure: "[Product] does [direct result]"
- Rare: Most markets you'll encounter are not Level 1
**Level 2 — Competitive Entry**
A few players have entered. The audience has heard the basic claim. You need to make the
claim bigger, faster, or more quantified.
- Copy approach: Enlarge the claim. Add specificity. "Do X in Y days." Numbers matter.
- Headline type: Quantified promise or comparative advantage.
- Example structure: "[Result] in [time]" or "[X]% better [outcome]"
**Level 3 — Mechanism Required**
The market is crowded enough that direct claims and enlarged claims are all saying the same
thing. The audience is skeptical. The copy must explain HOW it works differently.
- Copy approach: Introduce the unique mechanism. Not "we help you lose weight" but "the
[X method] reprograms your relationship with food."
- Headline type: Mechanism introduction — a named proprietary process or unique approach.
- Example structure: "How [specific mechanism] produces [result] without [typical obstacle]"
**Level 4 — Mechanism Extension**
Even mechanisms have been copied. Multiple brands are now claiming unique mechanisms.
Copy must extend the mechanism — add a layer, prove the mechanism, or combine mechanisms.
- Copy approach: Show the mechanism working with specificity. Third-party proof. Before/after
with mechanism tracing. "Not just X — X + Y working together."
- Headline type: Proof-of-mechanism or stacked mechanism.
**Level 5 — Identity/Tribe Play**
Total saturation. Every claim has been made. Every mechanism has been named. The only
differentiator left is identity — who this brand is FOR and who it represents.
- Copy approach: Sell the tribe, not the product. "People who [believe X] choose [brand]."
The purchase is an act of identity expression, not a rational decision.
- Headline type: Identity statement. "For people who [belief/value/behavior]."
- Example structure: "You're the kind of person who [characteristic]. Here's what
[characteristic people] use."
##### How to Diagnose the Level
Search for: "[product category] ads," "[product category] social media," "[competitor names]
copy." Look at how many competitors are making similar claims. Read the claims.
- If the category claim feels bold and unheard → Level 1-2
- If you've seen the claim before but with different numbers → Level 2-3
- If everyone in the category claims the same mechanism → Level 4
- If the audience talks about the brand as a lifestyle marker or identity signal → Level 5
---
#### Step 3: Funnel Position Diagnosis
The funnel position answers: **What is this content meant to make someone DO — and
how far are they from doing it right now?**
Three positions. The distance between them is psychological, not chronological.
**TOFU — Top of Funnel**
Goal: Make an unfamiliar person aware and curious. Get attention, create a follow,
generate a save, build association.
- They don't know the brand well yet (or at all)
- The desired action is low-commitment: follow, save, share, watch again
- Keywords: informational intent — "how to [problem]," "why [symptom happens]," "[topic]
explained," "[problem] causes"
- CTA intensity: None or Soft. A direct purchase CTA on TOFU content is mismatch.
This is the "proposing marriage on a first date" error.
**MOFU — Middle of Funnel**
Goal: Build trust, demonstrate expertise, move someone from "aware" to "considering."
Get profile visits, link clicks, DMs, email sign-ups.
- They've seen content before or found it via search
- Desired action is medium-commitment: click a link, join a list, engage with a question
- Keywords: investigational intent — "[product/solution] review," "best [category] for
[specific situation]," "[brand] vs [competitor]," "does [solution] work for [audience]"
- CTA intensity: Medium. Soft ask with proof. "Link in bio" works here. "Comment [X]
and I'll send you [Y]" works here.
**BOFU — Bottom of Funnel**
Goal: Convert. Purchase, sign up, book a call, claim the offer.
- They've been in the ecosystem or are actively comparing final options
- Desired action is high-commitment: buy, book, subscribe
- Keywords: transactional intent — "[product name] price," "buy [product]," "[service]
near me," "how to get [product]"
- CTA intensity: Strong or Direct Offer. Urgency mechanics are legitimate here.
Price deadlines, scarcity, social proof of the purchase moment.
---
#### Formula Selection Matrix
The three locked parameters intersect to determine the active formula. This is NOT a
preference — it is a structural requirement of where the audience is.
| Awareness Stage | Funnel | Sophistication | Active Formula | Lead Element |
|---|---|---|---|---|
| Unaware | TOFU | 1-3 | AIDA | Attention — pattern interrupt, curiosity |
| Unaware | TOFU | 4-5 | Identity AIDA | Attention — tribe signal, belief statement |
| Problem-Aware | TOFU | 1-3 | PAS | Problem recognition → agitation |
| Problem-Aware | MOFU | 1-3 | PAS + soft solution | Problem → agitation → solution exists |
| Problem-Aware | TOFU/MOFU | 4-5 | PAS + mechanism tease | Problem → agitation → "not the usual way" |
| Solution-Aware | MOFU | 1-3 | BAB | Before → differentiated after → bridge |
| Solution-Aware | MOFU | 3-5 | Mechanism-led hybrid | Unique mechanism → outcome → proof |
| Product-Aware | MOFU | any | FAB + social proof | Feature → advantage → benefit + identity proof |
| Product-Aware | BOFU | any | Objection-resolution hybrid | Name the objection → dissolve → offer |
| Most-Aware | BOFU | any | Direct offer | Offer specifics → urgency → one-click permission |
**Hybrid formula construction:** When no single formula fits cleanly, the primary formula
runs the opening and core; a secondary formula provides the closing mechanics. The opening
formula is always derived from the awareness stage. The closing formula is always derived
from the funnel position.
---
#### CTA Intensity Scale
Locked from the Mode Gate. Copy construction cannot change this.
| Level | When to Use | Example Mechanics |
|---|---|---|
| None | Unaware + TOFU | End on the hook. No ask. |
| Soft | Problem-Aware + TOFU | "Save this," "Share if this hits," "Follow for [topic]" |
| Medium | Solution-Aware + MOFU | "Link in bio," "Comment [X] for [Y]," "DM me [word]" |
| Strong | Product-Aware + BOFU | Named urgency, social proof of purchase, limited quantity |
| Direct Offer | Most-Aware + BOFU | Price + deadline + one click. No ambiguity. |
---
#### Output of the Mode Gate
Before leaving this phase, document the locked constraints:
```
AWARENESS STAGE: [Stage]
Diagnostic evidence: [What in the inputs revealed this]
What this changes: [How this stage determines the formula and what it prohibits]
SOPHISTICATION LEVEL: [1-5]
Diagnostic evidence: [What research revealed about market saturation]
What this changes: [Whether mechanism is required, what headline type works]
FUNNEL POSITION: [TOFU / MOFU / BOFU]
Diagnostic evidence: [What context reveals about distance from conversion]
What this changes: [CTA intensity, keyword intent tier, proof deployment]
ACTIVE FORMULA: [Formula name + brief justification]
CTA INTENSITY: [Level]
KEYWORD INTENT TIER: [Informational / Investigational / Transactional]
EMOTIONAL DRIVER: [The single leading emotion for this copy]
```
This document is internal. It feeds every subsequent phase. It is never shown to the user.
---
## Reference: platform-intelligence
#### What This Phase Produces
Two things: a keyword layer map that tells copy construction exactly which terms land in
which copy layers for this platform, and a story architecture that defines how the
scroll-stopper (artwork, thumbnail, cover) and the caption/body divide the narrative.
Both outputs are hard constraints — platform-native copy is built differently per platform
from the first word, not adapted from another platform's version.
#### Why Platforms Are Not Interchangeable
The same person in different cognitive states on different platforms needs different copy
structures. Someone browsing Instagram Reels is in entertainment/discovery mode — the
brain is passive, the scroll is fast, pattern interrupts work. Someone on LinkedIn is in
professional validation mode — they're looking for content that confirms their expertise
or makes them look informed to their network. Someone on TikTok is in community search
mode — they're looking for content that matches their specific interest graph. The same
message delivered with the same copy structure on all three platforms fails on at least two
of them. Platform-native is not aesthetic preference — it is psychological targeting.
---
#### Platform Profiles
##### Instagram (Reels, Feed, Carousel, Stories)
**Cognitive Brain State:** Discovery / Entertainment mode for Reels and Explore.
Relationship maintenance mode for Feed. Documentary/update mode for Stories.
The scroll is fast. Attention is given in 0.3-second increments.
**Primary engagement signals (what triggers reach):**
- Shares: strongest signal — indicates content created genuine connection worth spreading
("I sent this to 5 people in my DMs" is algorithmic gold)
- Saves: indicates high-value content worth returning to — educational, reference, or
deeply resonant content
- Watch-through rate on Reels: completing a Reel signals the algorithm that content
held attention against all competing content in the moment
- Comments: especially questions and multi-word responses — indicate opinion activation
**Algorithm / SEO layer architecture (2025-26):**
- Primary indexing: Caption keywords in the first 2 sentences — Instagram's AI treats
captions as searchable content similar to SEO. Keywords here determine content
categorization and non-follower distribution.
- Secondary indexing: Alt text on static images, bio keywords for account-level topical
authority
- Hashtags: Reduced weight since December 2024 (following removal ceased). Use 3-5
highly relevant hashtags for search functionality — not for discovery distribution.
- Text overlays on Reels: Carry limited direct indexing value but drive watch-through
rate, which is a top ranking signal
- Funnel position → keyword intent:
- TOFU → informational keywords in caption first lines ("how to [pain]," "why [symptom]")
- MOFU → investigational keywords ("[solution] that actually works," "best [category]
for [specific person]")
- BOFU → transactional terms + brand keywords ("get [product]," "[brand] [offer]")
**Artwork / Caption story architecture:**
- Scroll-stopper: Static image text overlay, Reel cover frame, or carousel slide 1
≤5 words maximum — this is the first half of the two-part story
- Caption: Picks up the story the scroll-stopper started. First 2 sentences are visible
before "more" — these carry the hook AND the primary keywords simultaneously.
- Two-part story pattern for Instagram:
- Scroll-stopper = the QUESTION or the SHOCK or the NUMBER
- Caption opening = the CONTEXT or the ANSWER or the MEANING
- They must never duplicate: if the scroll-stopper says "I quit my job" the caption
cannot open with "I quit my job because..." — it opens with the direct consequence
or outcome that completes the story
**Platform-specific hard constraints:**
- Organic posts: Never include a URL in the caption body — Instagram's algorithm suppresses
posts with external links. URL belongs in bio ("link in bio") or as a first comment.
- Paid ads: CTA button handles the URL. Caption stays benefit/proof focused.
- Stories: Ephemeral — copy must be complete without the preceding post context. Stack
text + visual for accessibility (many watch without sound).
---
##### TikTok
**Cognitive Brain State:** Hyper-personalized discovery mode. The For You feed is not
random — it is a precise interest graph built from every interaction. Someone who sees
your content is seeing it because the algorithm decided they're in a relevant interest
cluster. Content feels native when it matches the tonality of that cluster — not
"brand content" but "community content."
**Primary engagement signals:**
- Watch-through rate: finishing a video signals high value — especially on longer videos
- Saves/Favorites: indicate intent to return — high-value content
- Shares to DM: strongest connection signal
- Comments: especially conversations in the comments section — TikTok rewards comment
thread velocity
- Re-watches: positive signal for short-form, very high for longer Shorts-style
**Algorithm / SEO layer architecture (2025-26):**
TikTok is now a search engine. Search Value is a direct ranking metric in 2026.
- Spoken keywords: TikTok's algorithm "listens" via auto-captions — spoken keywords are
indexed and used to match content to search queries. Keyword-rich speech in the first
15 seconds carries significant indexing weight.
- On-screen text overlay: Text overlays are indexed for search relevance. Keywords in
overlay + keywords spoken simultaneously create compounding relevance signals.
- Caption keywords: Used for categorization and For You distribution — keyword-rich
captions without keyword stuffing (natural sentence construction required)
- Hashtags: Category signals — 3-5 niche-specific hashtags over generic trending ones
- Funnel position → keyword intent layer:
- TOFU → keywords appear in spoken intro AND overlay: "[audience] who [symptom]," "why
[problem happens]," "[topic] for beginners"
- MOFU → spoken + overlay + caption: "the [mechanism] that [result]," "how [product
type] works for [specific situation]"
- BOFU → caption + overlay + CTA: "[product] review," "where to get [product],"
"[offer] expires [when]"
**Artwork / Caption story architecture:**
- Scroll-stopper: Frame 1 text overlay — appears on static preview in For You feed
before autoplay begins. ≤4 words maximum. Upper third of frame.
- Hook (spoken + overlay): Words said AND displayed in the first 2-3 seconds. These must
be identical or complementary — not redundant. The spoken hook and the overlay hook
are two separate attention vectors pointed at the same entry emotion.
- Caption: Continues the narrative from the video — treated as a search object, not a
social caption. Natural sentences with embedded keywords.
- Two-part story for TikTok:
- Frame 1 overlay = the PATTERN INTERRUPT or IDENTITY SIGNAL
- Spoken hook (first sentence) = the SPECIFIC CLAIM or PROMISE THAT COMPLETES IT
- Example: Overlay says "For people who quit" / Spoken opens with "If you've started
this [exactly three times] and stopped, what I'm about to say will feel uncomfortably
specific."
**Platform-specific hard constraints:**
- Copy must feel community-native, not brand-broadcast. "Brand voice" on TikTok means
the person who made this video is a real person, not a marketing department.
- The platform deprioritizes content with third-party watermarks (TikTok Creative Center
is neutral; other platform watermarks are penalized)
- Organic: No URL in caption. Link in bio or TikTok Shop integration.
- Sound: Even with text overlay, spoken words carry indexing weight. Silent videos lose
a significant indexing layer. If text-only, add even minimal voice-over.
---
##### LinkedIn
**Cognitive Brain State:** Professional validation / reputation management mode. Users
are curating their professional identity with every interaction. Content that makes
them look informed to their network gets shared. Content that feels like it was written
for their peers (not for them) gets scrolled. Personal storytelling outperforms
broadcast authority.
**Primary engagement signals:**
- Comments: especially thoughtful responses — LinkedIn's algorithm heavily weights comment
quality and velocity in the first 60 minutes ("golden hour")
- Shares: indicates content is worth professional identity association — someone shared
it to be seen as the person who surfaces good content
- Dwell time: LinkedIn measures how long you read, not just scroll past
- Saves: private but tracked — signals high-value professional reference content
**Algorithm / SEO layer architecture (2025-26):**
- Caption keywords: LinkedIn treats posts as professional search content. Niche-specific
terms, role titles, industry terms carry indexing weight.
- No hashtag distribution (LinkedIn removed hashtag following in 2024 for most accounts).
Hashtags still function as search signals — 3 maximum, niche-specific.
- Topic consistency: LinkedIn's algorithm builds a "topic authority" score per creator.
Consistent posting in one professional domain outperforms generalist content.
- Funnel position → keyword placement:
- TOFU → Professional vocabulary in first 3 lines, topic-specific keywords, visible before
"see more" cutoff
- MOFU → Specific insight keywords, niche problem vocabulary, decision-maker language
- BOFU → Service/product terms + specific outcomes + direct attribution
**Artwork / Caption story architecture:**
LinkedIn is caption-first. The image or video is secondary. The first 3 lines of the caption
are the scroll-stopper — they appear before the "see more" cutoff.
- "Scroll-stopper" on LinkedIn = first 2-3 lines of text (approximately 200 characters)
- These lines function identically to the artwork on other platforms — they must stop
the scroll and create a reason to click "see more"
- The two-part story structure on LinkedIn:
- First 2 lines = the HOOK (provocative claim, specific insight, counterintuitive statement)
- Everything after "see more" = the PROOF, NARRATIVE, and CTA
- The break is the story: everything before "see more" promises something. Everything
after delivers it.
**Platform-specific hard constraints:**
- Never include a URL in the caption body — LinkedIn's algorithm significantly suppresses
posts with external links. URL belongs in the first comment, not the post itself.
- Copy should sound like a person with expertise talking to their peers — not like an ad
and not like a brand broadcast. The phrase "I" outperforms "we" consistently.
- Professional storytelling structure (I did [thing] → this happened → here's what I
learned / here's what this means for you) consistently outperforms direct promotion.
---
##### Facebook (Feed, Groups, Ads)
**Cognitive Brain State:** Social scroll / community check-in mode for organic Feed.
Passive media consumption for Groups. High-intent discovery for Ads (Meta's targeting
is precise enough that BOFU Facebook ads reach near-product-aware audiences).
**Algorithm / SEO signals:**
- Groups: highest organic reach on Facebook — community posts in Groups outperform
Page posts by significant margin for organic distribution
- Shares: most powerful distribution signal on Facebook — indicates content crossed the
"worth putting on my wall" threshold
- Video watch time: especially native video (not YouTube links)
- Comment debates: Facebook surfaces content that generates back-and-forth comment threads
**Artwork / Caption story architecture:**
- Facebook is text-heavier than Instagram — longer captions are read more often on Facebook
than on Instagram
- The hook (first 1-3 sentences before "See more") must do the same work as Instagram's
scroll-stopper — but in text form
- Problem-forward openings historically perform: "If you've ever [specific frustration]..."
works because it creates immediate pattern recognition
- Paid ads: Facebook/Meta ads use the Primary Text field (caption), Headline, and Description.
Primary Text carries the story. Headline carries the mechanism or outcome. Description
adds the proof element. These are three separate copy jobs, not one caption split.
**Platform-specific hard constraints:**
- Algorithm penalizes "engagement bait" — explicit asks for likes/shares ("like this if...")
trigger distribution suppression
- Video auto-plays without sound in Feed — copy that works without audio via text overlay
is required for video formats
---
##### X / Twitter
**Cognitive Brain State:** Real-time news / opinion mode. Moving fast. High cynicism
threshold. Credibility is carried by the account, not the post. New accounts without
established presence have limited organic reach.
**Algorithm signals:**
- Replies and quote posts: Twitter/X heavily weights replies (conversation) and
quote posts (commentary by others — positive or negative)
- Bookmarks: equivalent to saves — high-value content signal
- Engagements from high-follower accounts: disproportionate distribution boost
**Artwork / Caption story architecture:**
- Twitter is text-first. 280 characters is the scroll-stopper, the hook, and often the
entire message simultaneously.
- Thread first post = the headline + the teaser ("here's what I found out 🧵")
- Thread is the article — each tweet advances the argument or story
- Single-tweet copy must be complete without any click required for TOFU content
- BOFU single-tweet copy: claim + proof element + CTA in 280 characters
---
#### GEO Layer Summary Table
| Platform | Layer 1 (Primary Index) | Layer 2 | Layer 3 | CTA Placement |
|---|---|---|---|---|
| Instagram | Caption first 2 sentences | Alt text / Bio | Overlay (engagement) | Bio link / First comment |
| TikTok | Spoken audio (first 15s) | Text overlay | Caption | Bio link |
| LinkedIn | First 3 caption lines | Caption body | Hashtags (3 max) | First comment |
| Facebook | Headline (paid) / First lines (organic) | Primary text / Caption | Description (paid) | CTA button / Comment |
| X/Twitter | Tweet text | Thread opening | Image alt text | Linked tweet in thread |
#### Two-Part Story Architecture Quick Reference
| Platform | Scroll-Stopper | Caption/Body Role |
|---|---|---|
| Instagram Reels | Cover frame text (≤5 words) | Completes the story. Keywords in first 2 lines. |
| TikTok | Frame 1 overlay (≤4 words) | Spoken hook + caption continue the story. |
| LinkedIn | First 2-3 caption lines (no image needed) | Proof + narrative after "see more" |
| Facebook Feed | Image headline OR first 1-3 caption lines | Story body — longer is acceptable |
| Twitter/X | The tweet itself | Thread unfolds the argument |
---
## Reference: segment-intelligence
#### What This Phase Produces
A specific, evidence-grounded profile of the exact human this copy is written for — not
a demographic label, not a persona template, but a living picture of what this person
currently believes, fears, has tried, blames, and wants to feel about themselves. Every
constraint this profile produces is downstream copy material. The profile is not a document
about the audience — it is a set of constraints on what copy is allowed to say.
#### Why Depth Matters
Surface-level profiling produces surface-level copy. Knowing that the audience is "25-35
year old women interested in fitness" does not tell you whether to lead with shame-activation
or aspiration, whether they've been burned by the exact promise you're about to make, whether
"coach" language triggers trust or skepticism, or whether calling them "busy moms" activates
belonging or condescension. The 7-layer framework below exists because every layer answers
a different question that copy construction needs answered.
---
#### Step 1: Sharpen the Segment
The label the user provides — "founders," "moms," "fitness beginners," "small business
owners" — is a starting point, not the target.
##### 1.1 The Specificity Interrogation
Start with the label and ask:
- **Who within this segment** is most likely to encounter this content and be moved to act?
Not "entrepreneurs" — "first-time solo founders at the 6-month mark who've been doing
everything themselves and are starting to feel the ceiling."
- **At what stage of their journey** are they? Pre-problem? Mid-struggle? Post-failure?
About to make a purchase decision?
- **What specific triggering event** brought them to this moment? A failed attempt?
A milestone not reached? A friend's success? Something they read or saw?
- **What specific version of the problem** do they have? The general category is not
the answer. "I want to lose weight" is not the same as "I've tried three diets and
I'm starting to believe this is who I am."
Search for: "[segment] [problem category] experiences," "[segment] [category] Reddit,"
"[segment] [product] reviews," "[segment] [topic] community forums."
Build the sharpened decision-maker — one specific person — and record why the sharpening
changes messaging decisions downstream.
```
SHARPENED SEGMENT:
Starting label: [e.g., "fitness beginners"]
Sharpened to: [e.g., "Women 30-45 who've started and quit fitness programs at least once,
currently in a 'I'll try again differently this time' mental frame"]
Triggering event: [What brought them here now]
What this changes for copy: [Specifically what this sharpening means for how we write]
```
---
#### Step 2: The 7-Layer Psychographic Profile
Build every layer from fresh research — not from assumptions about what this person "probably"
thinks. Every layer requires evidence from actual sources.
##### Layer 1: Professional / Social Identity
**Question:** How does this person describe themselves — and what community do they belong to?
Search for: Their LinkedIn language if professional, their community spaces (which Subreddits,
which Facebook groups, which Slack communities), what they say when introducing themselves.
Capture:
- How they describe their role or situation in one sentence
- The community they affiliate with (not just demographically — culturally)
- What they're proud of professionally or personally
- Whether they identify as inside or outside the mainstream of their category
(e.g., "I'm not like most people who do [thing]")
**What this changes for copy:** Identity language in copy either activates belonging ("yes,
this is for me") or triggers rejection ("this isn't for someone like me"). Copy that uses
the wrong identity label loses the reader in line 2.
##### Layer 2: Motivation Architecture
**Question:** What is this person trying to achieve — and what does success look like
specifically for them?
Search for: What outcomes this segment talks about when they describe winning, what KPIs or
milestones they measure themselves against, what they tell others when things are going well.
Capture:
- The specific outcome they want (not the category outcome — the personal version)
- What success looks like to them in concrete terms — what changes, what disappears,
what they can finally say or do
- Whether their motivation is approach-oriented (I want to gain X) or avoidance-oriented
(I want to stop feeling Y) — this determines the dominant emotional driver
- What "good enough" looks like vs. what "transformed" looks like
**What this changes for copy:** Approach-motivated audiences respond to outcome copy
("here's what you get"). Avoidance-motivated audiences respond to relief copy ("here's
what you stop experiencing"). Getting this wrong means the right result lands wrong.
##### Layer 3: Current Emotional Baseline
**Question:** What is this person feeling about this topic, problem, or category RIGHT NOW —
not in general, not historically, but at this moment in time?
Search for: Recent Reddit threads, comment sections, community posts, Twitter/X conversations
from the past 30-90 days on this topic. What is the dominant emotional register?
Capture:
- The dominant emotion: exhaustion, skepticism, anxiety, cautious hope, excitement, shame,
frustration, or something more specific
- Whether that emotion is getting louder or quieter (trending toward action or retreating)
- What specific recent event or trend is shaping their current emotional state
(a platform change, a cultural moment, a news cycle, a pattern they've been seeing)
- Whether they feel alone in this or surrounded by others feeling the same way
**What this changes for copy:** The emotional baseline determines the entry emotion in
Phase 3 synthesis. Copy that leads with the wrong emotion creates dissonance — the reader
feels misunderstood and stops reading. If they're exhausted, opening with high-energy
inspiration feels tone-deaf. If they're cautiously hopeful, opening with deep problem
agitation reverses the goodwill they just extended.
##### Layer 4: Fear & Pain Mapping
**Question:** What is this person afraid of — both as a result of acting AND as a result
of not acting?
Search for: "[segment] afraid of," "[segment] worried about [category]," "[segment] scared,"
Reddit threads where they describe hesitation, "what's stopping you" community posts.
Capture the four-quadrant fear map:
```
ACTING WRONG FEAR: [Specific to this person — e.g., "Buying another course that
doesn't apply to my situation, spending $300, and still being stuck in 6 months"]
NOT ACTING FEAR: [e.g., "Everyone else figures this out and I fall further behind
while I was 'being careful'"]
CURRENT PAIN: [What's actively hurting them right now — specific, named frustration]
PAST PAIN: [What they've already tried that failed — and what that failure taught them
about themselves]
```
**What this changes for copy:** The fear architecture determines whether copy leads with
"here's what you risk by not acting" (loss-framing for avoidance motivators) or "here's
what you get by acting" (gain-framing for approach motivators). The past pain layer is
especially important: if they've been burned by the same promise before, leading with
that promise repeats the burn. Copy must acknowledge the past attempt before making the
current pitch.
##### Layer 5: Blocking Beliefs
**Question:** What does this person believe about themselves — not about the product,
not about the category, but about THEMSELVES — that makes the action feel unnecessary,
premature, or impossible?
This is the deepest layer and the most overlooked. It is not about market skepticism. It
is about self-concept.
Search for: "[segment] [result] Reddit 'not for me,'" "[segment] 'tried this,'"
"[segment] 'can't,' 'won't work for me,' 'different situation,'" phrases starting with
"I'm the kind of person who..."
Common blocking belief patterns:
- **Uniqueness belief:** "My situation is different from everyone this works for"
→ Copy must address the specific way they believe they're different
- **Worthiness belief:** "I'm not the type of person who succeeds at this"
→ Copy must show people with exactly their self-concept having the outcome
- **Timing belief:** "This isn't the right time for me to start this"
→ Copy must address what keeps the timing from ever being right
- **Effort belief:** "The results are real, but I won't be consistent enough"
→ Copy must address the effort requirement directly, not promise effortlessness
- **Burned belief:** "I've tried something like this and it didn't work"
→ Copy must acknowledge the past failure and differentiate the mechanism
```
PRIMARY BLOCKING BELIEF: [One sentence — what they believe about themselves]
Evidence from research: [Where this showed up]
What this changes for copy: [Whether to lead with mechanism differentiation,
identity confirmation, or acknowledgment of past failure]
```
**What this changes for copy:** The blocking belief is the invisible wall between the
audience and the action. Copy that doesn't address it makes a compelling pitch to someone
who has a reason not to believe it. The blocking belief doesn't need to be named explicitly —
but the copy must dissolve it structurally, either through mechanism differentiation, identity
mirroring, or acknowledgment of the specific way this is different from what failed before.
##### Layer 6: Identity Stakes
**Question:** What identity is threatened or confirmed by taking this action — and which
matters more to this person right now?
Every purchasing or action decision carries identity weight. "If I buy this, what does that
say about who I am? If I don't, what does that say?"
Search for: How this segment talks about the product category in terms of who uses it, what
it signals about a person, whether there are negative associations (e.g., "only people who
can't do it themselves buy a program"), positive associations (e.g., "serious people invest
in their growth").
Capture:
- **Positive identity signal:** What does taking this action confirm about them?
("I'm someone who takes their [X] seriously," "I'm part of the group that [does/has/is]")
- **Negative identity threat:** What does taking this action risk?
("It means I need help," "It means I've failed at doing it alone," "It means I'm one
of those people who [category]")
- **Social identity dimension:** What does this action signal to others they care about?
("People will see me as," "My [peer group] will think")
**What this changes for copy:** At Sophistication Level 5, identity IS the message. At any
level, copy must work with — not against — the audience's identity stakes. If taking the action
carries a negative identity threat (admitting you need help, spending money on something basic,
trying something others might mock), copy must either resolve the threat ("people who [positive
identity marker] choose this") or reframe the action as consistent with who they already are.
##### Layer 7: Language & Discourse Patterns
**Question:** What exact words, phrases, and constructions does this person use when they're
sitting with this problem — not when they're writing professionally, but when they're talking
to themselves or their community?
This is the most mechanical layer and the most important for word-level copy decisions.
Search for: Comment sections on competitor content, Reddit threads, Facebook group posts,
product reviews (especially 3-4 star reviews — they explain both what worked and what didn't),
Twitter/X conversations. Mine 30-50 comments per source, not just the top 10.
Capture:
- Minimum 10 real phrases, verbatim, from real people (not paraphrased into marketing language)
- Identify the vocabulary register: casual/conversational, technical/insider, formal, emotional
- Identify exhausted words in the category — terms so overused they've lost activation value
("game-changer," "transform," "revolutionary" for some categories)
- Identify in-group signal words — the specific terms that mark someone as inside the community
- Identify the emotional words they use most: do they describe the problem in terms of feeling
(frustrated, stuck, overwhelmed) or outcomes (behind, losing, failing)?
```
CAPTURED PHRASES (minimum 10):
1. "[Exact quote from real source]" — [Source type]
2. "[Exact quote]" — [Source type]
... (continue to 10+)
VOCABULARY REGISTER: [Casual / Technical / Emotional / Mixed]
EXHAUSTED TERMS TO AVOID: [List]
IN-GROUP SIGNAL WORDS: [List]
DOMINANT EMOTIONAL VOCABULARY: [Feeling words or outcome words?]
```
**What this changes for copy:** Copy that uses the audience's actual words converts because
it signals "this person is in my world" — copy that paraphrases into marketing language signals
"this is an ad." Every word in the final copy should either come directly from the captured
phrases or be derived from their register and vocabulary. If a word in the final copy doesn't
trace back to the language inventory, it earns scrutiny.
---
#### Segment Synthesis Output
After all 7 layers are complete, produce the synthesis constraint document:
```
SEGMENT SYNTHESIS:
Sharpened target: [One specific person — not a demographic, a human]
Blocking belief: [One sentence — what they believe about themselves that blocks action]
Identity stakes: [What taking action confirms / threatens for them]
Current emotional baseline: [Dominant emotion about this topic right now]
Dominant driver: [Approach (gain) or avoidance (loss)]
Past pain note: [Have they been burned by similar promises? What failed?]
Language inventory: [The 10+ captured phrases]
Register: [The vocabulary register for all copy]
Exhausted terms: [Do not use these]
What this means for Phase 3:
→ Entry emotion: [What copy must make them feel in lines 1-2]
→ Mechanism note: [Must copy differentiate the mechanism from past failed attempts?]
→ Identity frame: [Must copy confirm identity belonging or resolve identity threat?]
→ Proof type: [Which evidence format this audience trusts]
```
---
## Reference: verification-attacks
#### What This Phase Produces
Evidence that the copy works — not an opinion that it works. The difference is structural:
evaluative checks ask "is this good?" and the model that produced the copy answers "yes."
Generative attacks require producing proof of quality that is independently verifiable.
A rubber stamp costs nothing. Generating evidence costs real cognitive work — and if the
evidence can't be generated, the copy fails.
#### The Standard
The audit should catch at least ONE issue. If it catches nothing, run more aggressively.
Copy that survives every attack below has earned its production status.
---
#### Attack 1 — Transplant Test
**What it requires:** Take the scroll-stopper and the hook (first two lines of the caption).
Try to run them verbatim for a direct competitor's product targeting the same audience.
**How to run it:**
1. Name a specific competitor in this category
2. Insert their brand/product name into the scroll-stopper and hook
3. Read it as if it appeared on their account
**Pass/Fail:**
- If the transplanted version would work for the competitor → **FAIL. The copy is generic.**
The scroll-stopper or hook is relying on category language, not brand-specific or
mechanism-specific language. Go back to Phase 3 (Positioning Synthesis) and sharpen
the mechanism differentiation.
- If the transplant breaks — if the specific language, mechanism reference, or identity
framing only makes sense for this brand/product — → **PASS.**
**Why this matters:** Generic copy converts for everyone, meaning it converts for no one
specifically. If a competitor could run this exact copy and it would work, you've done their
marketing for them while also doing yours. The only copy worth producing is copy that belongs
to this brand.
---
#### Attack 2 — Formula Element Naming
**What it requires:** Name the specific formula element each section of the copy is executing.
**How to run it:**
For every paragraph or structural section of the copy, name:
- Which formula is running (PAS, AIDA, BAB, FAB, Hybrid)
- Which specific element of that formula this section executes
(Problem / Agitate / Solution; or Before / After / Bridge; etc.)
- What constraint from the constraint set this section satisfies
**Pass/Fail:**
- If you can name the formula element for every section → **PASS.**
- If a section doesn't correspond to any formula element → **FAIL. Remove or rebuild it.**
Sections that "feel right" without a formula function are filler — they dilute the
structural integrity of the copy without adding persuasive force.
- If the formula element sequence doesn't match the locked formula → **FAIL. Restructure.**
A PAS that goes Problem → Solution → Agitate has lost the mechanic that makes PAS work.
**Why this matters:** Formula violations are often invisible until this test. Copy that
feels good on a read-through may have reorganized its elements in a way that breaks the
psychological sequence. The formula is not arbitrary structure — each element exists because
of what the previous element set up.
---
#### Attack 3 — Language Inventory Trace
**What it requires:** For every substantive word choice in the copy, either trace it to
the captured language inventory (Layer 7) or justify its inclusion.
**How to run it:**
1. Read the copy word by word
2. For every word that is NOT a function word (a, the, is, and, etc.) — ask:
Is this word in the captured language inventory? If not, is it derived from the
vocabulary register of the inventory?
3. Identify any words that come from marketing defaults rather than the segment's voice
(typical marketing defaults: "game-changing," "revolutionary," "powerful," "amazing,"
"transform," "unlock," "skyrocket," "journey")
**Pass/Fail:**
- If all substantive words trace to the inventory or the vocabulary register → **PASS.**
- If 3+ words are marketing defaults that don't appear in the inventory → **FAIL.**
These are the words that make copy feel like it was written "at" the audience rather
than for them. Replace with inventory language.
- If the vocabulary register is inconsistent (some lines sound like the segment, others
sound like a brand) → **FAIL. Rewrite for register consistency.**
**Why this matters:** Audiences recognize their own language immediately. Copy that uses
their words feels like it comes from inside their world. Copy that uses marketing language
feels like an ad. The language inventory isn't a stylistic preference — it is the mechanism
by which copy either passes or fails the "this person gets me" test in the first three seconds.
---
#### Attack 4 — Two-Part Story Test
**What it requires:** Read the scroll-stopper alone. Then read the caption/hook opening
alone. Test whether they form a complete two-part story or whether they duplicate, contradict,
or fail to connect.
**How to run it:**
1. Read the scroll-stopper aloud. Stop. Ask: Does this raise a question, create a gap,
or leave something unresolved?
2. Read the caption's first two lines. Ask: Do they resolve, extend, or complete what
the scroll-stopper raised?
3. Check for duplication: does the caption repeat information from the scroll-stopper?
**Pass/Fail:**
- If the scroll-stopper raises something and the caption opening resolves it → **PASS.**
- If reading the scroll-stopper alone is satisfying — complete thought, no open loop → **FAIL.**
A complete scroll-stopper removes the reason to read the caption. Rebuild with an open loop.
- If the caption opening repeats the scroll-stopper's information → **FAIL.**
Example: Scroll-stopper says "3 years to figure this out" / Caption opens "It took me
3 years to figure this out" — duplication collapses the two-part system into one. Rewrite
so each part carries new information.
- If the scroll-stopper and caption feel disconnected — like they were written separately → **FAIL.**
They should feel like the first and second sentence of the same thought.
**Why this matters:** The two-part story is the mechanism that earns attention after the
scroll stops. The scroll-stopper stops the thumb. The caption opening closes the gap the
scroll-stopper opened. If the gap isn't there, there's nothing to close. If the gap is
already closed, there's no reason to stay.
---
#### Attack 5 — Awareness Stage Alignment
**What it requires:** Read the copy as a member of the diagnosed awareness stage. Ask: does
the copy require knowledge this person doesn't have yet, or does it try to sell something
this person isn't ready to buy?
**How to run it:**
For the diagnosed awareness stage, test the alignment:
**If Unaware:** Does the copy mention the product or assume knowledge of the problem?
- A good Unaware-stage copy could be read without knowing what's being sold
- If "buy [product]" appears anywhere → misaligned. Remove or rebuild.
**If Problem-Aware:** Does the copy skip the agitation and jump to the solution?
- If the copy moves from naming the problem directly to "here's the answer [product]"
without agitation → too fast. Add agitation.
- Does the copy assume they're already searching for solutions? If yes → too fast.
**If Solution-Aware:** Does the copy explain the problem as if they don't already know it?
- Agitating a problem to a Solution-Aware audience is condescending — they've already
acknowledged the problem. Skip straight to mechanism differentiation.
**If Product-Aware:** Does the copy try to build awareness of the problem or category?
- Product-Aware audiences have already researched. Copy that explains the category insults
their intelligence. Go directly to "why this product for this specific situation."
**If Most-Aware:** Does the copy try to educate or persuade rather than activate?
- Most-Aware audiences don't need to be convinced. They need the last reason to say yes.
Copy that still agitates the problem is wasting their time.
**Pass/Fail:**
- If the copy matches the diagnosed awareness stage at every structural level → **PASS.**
- If any section assumes knowledge the diagnosed stage doesn't have → **FAIL.** Remove that
section.
- If the CTA asks for an action the diagnosed stage isn't ready for → **FAIL.** Reduce
CTA intensity.
---
#### Correction Protocol
When the user gives a correction after seeing output:
**Step 1: Diagnose the phase.** Which phase produced what the user is correcting?
- Copy feels generic → failure in Segment Intelligence (thin language inventory) or
Positioning Synthesis (mechanism not differentiated)
- Copy is misaligned with the audience → failure in Mode Gate (wrong awareness stage
diagnosed) or Segment Intelligence (wrong blocking belief or emotional baseline)
- Copy sounds like an ad → failure in language inventory (marketing defaults, not
segment language)
- Hook doesn't land → failure in hook construction (wrong emotional driver for entry state)
- CTA is wrong strength → Mode Gate needs updating (funnel position was wrong)
**Step 2: Fix immediately.** Rebuild the specific element from the phase that failed.
Don't adjust the wording. Don't polish. Rebuild from the constraint.
**Step 3: One sentence explanation.** What changed and what phase produced the fix.
**Never ask permission to fix what the user already identified as wrong.**
The correction is the instruction. Execute it.
# Social Copy Architect
> Shareable markdown export of `social-copy-architect.skill` — exported 2026-08-25 from the MBAC Skills library.
>
> **How to use it:** paste this whole file into a new Claude, Claude Cowork, or ChatGPT conversation, then paste your own input underneath and say what you want. No install required. The `.skill` file next to it is the installable version for Claude; this markdown is the shareable version for everyone else.
**What it does:** Research-driven social copy engine for organic posts and paid ads across Instagram, TikTok, LinkedIn, Facebook, and X/Twitter. Diagnoses awareness stage, market sophistication, and funnel position before writing — then builds platform-native copy from audience language and formula logic, never templates. Triggers on: write a post, create captions, Instagram copy, LinkedIn post, TikTok caption, ad copy, social content, hooks, CTAs, or any copy appearing on a social platform. Use for organic posts, paid ads, carousels, Reels, Stories, or multi-format social content. Do NOT use for video scripts (trailer-blueprint-engine), YouTube metadata (youtube-podcast-optimizer), or full campaign systems (midwestcon-campaign-orchestrator).
**Included sections:** main instructions + 5 reference section(s).
---
Research-first, formula-driven social copy production. Every piece derived from strategic
diagnosis and audience intelligence — never from templates or habit.
---
Core Philosophy1.6 KB
## Core Philosophy
**Every output is unique.** No stored copy patterns. No recycled hooks. No formula defaults.
The awareness stage, market sophistication level, and funnel position are DIAGNOSED from
the inputs — and that diagnosis determines everything: which formula runs, what emotional
driver leads, how hard the CTA pushes, which keywords land in which copy layers, and whether
the artwork and caption work as a two-part story or standalone pieces.
**The constraint funnel is the process.** Research narrows what's possible. The Mode Gate
locks what's structural. Segment intelligence locks what language and emotional territory is
available. Platform intelligence locks which copy layers carry which signals. By the time
copy is written, the creative space is narrow enough that generic output cannot fit.
**Platform-native is non-negotiable.** Instagram caption keywords appear in the first two
lines. TikTok distributes keywords across spoken audio, text overlay, AND caption. LinkedIn
posts never carry a URL in the body. Facebook copy front-loads the problem. Copy built for
one platform cannot be adapted to another — it must be rebuilt from the platform's cognitive
brain state up.
**Artwork and caption are one system, never two pieces.** The scroll-stopper (artwork,
thumbnail, frame 1, or cover image) and the caption/body text tell a two-part story.
If the artwork asks the question, the caption gives the answer. If the artwork shows the
shock, the caption provides context. They never duplicate information. Together they create
more curiosity than either creates alone.
---
Before Starting: Load References0.8 KB
## Before Starting: Load References
Read ALL of the following before producing any output:
1. [mode-gate.md](#reference-mode-gate) — Strategic diagnosis: awareness stage,
market sophistication, funnel position, formula selection matrix
2. [segment-intelligence.md](#reference-segment-intelligence) — 7-layer
psychographic profiling, language mining, belief mapping, identity stakes
3. [platform-intelligence.md](#reference-platform-intelligence) — Platform
psychology, algorithm signals, GEO/SEO keyword layer mapping, artwork/caption system
4. [copy-construction.md](#reference-copy-construction) — Formula execution,
hook mechanics, CTA intensity by stage, construction derivation chains
5. [verification-attacks.md](#reference-verification-attacks) — Generative
attacks, correction protocol
---
MODE GATE (Executes Before Any Other Work)1.7 KB
## MODE GATE (Executes Before Any Other Work)
This runs FIRST. Before research. Before segment profiling. Before writing a single word.
**Step 1: Classify the strategic context.**
From everything the user has provided — brand, product, audience description, post topic,
existing copy, or direct statement — answer these three questions:
> Q1: What does this audience currently believe about the problem this product solves?
> → This reveals the Schwartz Awareness Stage
> Q2: How many competitors are making similar claims in this market?
> → This reveals Market Sophistication Level
> Q3: What is this piece of content meant to make someone DO — and how far are they
> from doing it right now?
> → This reveals Funnel Position (TOFU / MOFU / BOFU)
Read **[mode-gate.md](#reference-mode-gate)** for the full diagnostic
methodology and the Formula Selection Matrix.
**Step 2: Lock the strategic constraints.**
The Mode Gate produces four locked outputs that cannot be overridden by any downstream phase:
- Awareness Stage: [Unaware / Problem-Aware / Solution-Aware / Product-Aware / Most-Aware]
- Sophistication Level: [1-5]
- Funnel Position: [TOFU / MOFU / BOFU]
- Active Formula: [PAS / AIDA / BAB / FAB / Hybrid — derived from the matrix]
- CTA Intensity: [None / Soft / Medium / Strong / Direct Offer]
- Keyword Intent Tier: [Informational / Investigational / Transactional]
- Emotional Driver: [Curiosity / Problem Activation / Differentiation / Validation / Urgency]
**If the inputs are genuinely ambiguous** — not unclear, but genuinely ambiguous where
two different diagnoses would produce structurally different copy — ask ONE question
to resolve it. State your working assumption. Do not run both versions and ask which
they prefer.
---
Adaptive Workflow8.6 KB
## Adaptive Workflow
This is a constraint-narrowing decision tree, not a checklist. Each phase asks questions
that narrow what's possible for the next phase. By copy construction, the space of valid
outputs has collapsed to the point where generic copy falls outside it.
All reasoning, intelligence, and synthesis is INTERNAL. The user sees only production-ready
copy, not the diagnostic documents.
---
### PHASE 1: Segment Intelligence
**Governing question:** What does this specific person currently believe — about the problem,
about solutions, about themselves — and what language do they use when they sit with it?
Read **[segment-intelligence.md](#reference-segment-intelligence)** and execute
the full 7-layer profiling:
- Layer 1: Professional/Social Identity — how they describe themselves
- Layer 2: Motivation Architecture — what they're measured on, what success looks like
- Layer 3: Current Emotional Baseline — dominant feeling about this topic *right now*
- Layer 4: Fear & Pain Mapping — acting wrong vs. not acting, current vs. past pain
- Layer 5: Blocking Beliefs — what they believe about themselves that makes action feel
unnecessary, premature, or impossible
- Layer 6: Identity Stakes — what identity is threatened or confirmed by taking the action
- Layer 7: Language & Discourse Patterns — minimum 10 real phrases from real sources
(comment sections, forums, Reddit, reviews, community posts — not paraphrased)
**Stop-gate:** If fewer than 10 cited phrases from real sources, search more. Do not
proceed with thin language capture.
**What this produces for downstream phases:**
- The blocking belief and identity stakes lock which emotional driver leads
(if blocking belief is "I've tried this before and failed" → lead with mechanism
differentiation, not problem agitation; if identity stakes are high → copy must
confirm identity belonging, not challenge it)
- The language capture becomes the raw material for every word choice in construction.
Copy that uses the audience's actual words converts because it signals "this person
is in my world" — copy that paraphrases their words signals "this is marketing"
- The current emotional baseline sets the entry emotion for Phase 3 synthesis
---
### PHASE 2: Platform Intelligence
**Governing question:** Given the platform, what cognitive state is this person in — and
which copy layers carry which signals to both the algorithm and the human?
Read **[platform-intelligence.md](#reference-platform-intelligence)** and execute:
- Identify the platform's cognitive brain state (discovery mode / entertainment mode /
professional context / social proof scanning)
- Map the GEO/SEO keyword layer architecture for this platform:
- Which copy layer carries primary keyword signals (caption / overlay / spoken / title)
- Which intent tier (informational / investigational / transactional) belongs in
each layer given the locked funnel position
- Confirm the artwork/caption system architecture:
- What format is the scroll-stopper on this platform (thumbnail, frame 1, cover slide,
static image)
- What two-part story structure does this platform favor
- Identify platform-specific hard constraints (character limits, URL rules, hashtag mechanics,
engagement signals that trigger reach)
**What this produces for downstream phases:**
- Keyword placement map: which specific terms land in which copy layers
- Story architecture: how artwork and caption divide the narrative
- Hard format constraints that cannot be violated in construction
- The share/save/comment trigger that copy must engineer (saves indicate high-value;
shares indicate emotional resonance or social identity; comments indicate opinion activation)
---
### PHASE 3: Positioning Synthesis
**Governing question:** Given what we know about this audience's current belief state AND
the formula locked in the Mode Gate — what is the single psychological movement this copy
must create, and what is the one insight where all constraints meet?
Execute the synthesis from both intelligence packets:
- **Derive the emotional entry point.** From the segment's current emotional baseline and
the locked emotional driver: what does this person need to FEEL in the first 3 seconds
to stay engaged? This is not chosen from a menu — it is derived from the intersection
of their baseline, their blocking belief, and the formula's opening mechanics.
- If baseline is exhaustion/skepticism → entry emotion is RECOGNITION ("this person
gets my situation"), not curiosity
- If baseline is anxiety/urgency → entry emotion is RELIEF signal first, then problem
activation
- If baseline is aspiration/ambition → entry emotion is BELONGING ("people like me
are doing this")
- **Derive the mechanism or differentiation.** At Sophistication Level 3+, copy cannot
lead with direct claims — those are saturated. Identify the unique mechanism,
proprietary process, or specific proof element that distinguishes this product/brand
from every other making the same claim.
- **Map the proof strategy.** From the trust profile in segment intelligence:
- Data-first audience → proof leads with numbers, study findings, quantified results
- Peer-first audience → proof leads with social proof, community signals, "people like you"
- Story-first audience → proof leads with narrative transformation, before/after arc
- Authority-first audience → proof leads with credential, institution, endorsement
- **Build the constraint set.** This is the synthesis output — not a strategy document,
but a set of constraints that every element of the copy must satisfy:
- Entry emotion: [specific emotional state that must be activated in lines 1-2]
- Mechanism requirement: [the specific thing that makes this different — if Soph 3+]
- Proof type: [exactly what evidence appears and where]
- Language set: [the 10+ captured phrases that must appear or shape every word choice]
- Formula structure: [the locked formula applied to THIS audience's specific journey]
- Two-part story division: [what the artwork carries vs. what the caption carries]
---
### PHASE 4: Copy Construction
**Governing question:** Given the constraint set, what is the specific word, in the specific
position, for the specific copy layer — and what formula element is it executing?
Read **[copy-construction.md](#reference-copy-construction)** and build:
**Build the scroll-stopper (artwork copy) first.**
The scroll-stopper is a separate cognitive system from the caption. It must:
- Stop the thumb/eye in 0.3 seconds
- Carry the first part of the two-part story
- Use ≤5 words (platform-dependent)
- Reference a specific trigger mechanism from the segment's lexical inventory
- Never duplicate information from the caption
**Build the hook/opening (caption, first line, or spoken intro) second.**
The hook completes the two-part story the scroll-stopper started. It must:
- Reference the constraint set's entry emotion
- Use the locked formula's opening mechanics
- Carry the primary keyword(s) for this platform's indexing layer
- Create an open loop that makes scrolling away feel incomplete
**Build the body through the formula structure.**
Each paragraph/section executes a specific formula element:
- Name which formula element each section is executing
- Every sentence must reference either a captured phrase from the language inventory
or a proof element from the proof strategy
- No sentence survives if it could be lifted and used in a competitor's copy
**Build the CTA at the locked intensity level.**
The CTA intensity is dictated by the Mode Gate — not by creative preference:
- None (TOFU/Unaware): No explicit CTA. End on the open loop or the hook.
- Soft (TOFU/Problem-Aware): Low-friction invitation — "save this," "share if this hit,"
"follow for more on [topic]"
- Medium (MOFU): Direction with reason — "link in bio to see how [mechanism] works"
- Strong (MOFU/BOFU): Urgency with proof — "comment [WORD] and I'll send you [thing]"
- Direct Offer (BOFU/Most-Aware): Buy now, sign up now, limited time — full urgency
mechanics engaged
**Build the keyword layer second.**
After copy is constructed psychologically, embed the keyword intent tier across the
correct platform copy layers per the Platform Intelligence map.
---
### PHASE 5: Verification
Read **[verification-attacks.md](#reference-verification-attacks)** and execute
all five generative attacks. These are NOT checklist items — they require producing evidence.
This runs silently. The user sees only verified copy.
**Expectation: The audit catches at least one issue. If it catches nothing, run
more aggressively.**
---
Output Format1.2 KB
## Output Format
For each piece of copy requested, output:
```
PLATFORM: [Platform — e.g., Instagram Reels]
TYPE: [Organic Post / Paid Ad]
FORMULA: [Locked formula — e.g., PAS, Hybrid PAS-BAB]
FUNNEL: [TOFU / MOFU / BOFU]
AWARENESS: [Schwartz Stage]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
SCROLL-STOPPER / ARTWORK COPY:
[≤5 words. First half of the two-part story.]
CAPTION / BODY:
[Full production-ready copy. Every word earned.]
CTA:
[At the locked intensity level.]
KEYWORD LAYER:
[Which terms land where — caption line 1, overlay, spoken — per platform map]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
```
When producing multiple variants (3 recommended as default for paid ads):
- Variant 1 uses the primary formula and the primary emotional driver
- Variant 2 uses the same formula but a different emotional entry point
(drawn from the segment's secondary emotional state)
- Variant 3 uses an alternate formula that the Mode Gate flags as viable (if any)
- Each variant inventories what it used — Variant 2 cannot reuse Variant 1's
mechanism hook, proof element, or structural opening
---
Handling Different Request Types1.1 KB
## Handling Different Request Types
**"Write me a post about [topic]"** — Full 5-phase process. Mode Gate diagnoses context
from everything provided. If insufficient, ask ONE question.
**"Write 3 variations"** — Full process once. Three variants from the same constraint
set with content exclusion sets enforced between them.
**"Write this for [specific platform]"** — Phase 2 (Platform Intelligence) runs deep.
Platform mechanics become hard constraints on the Mode Gate output.
**"Rewrite this existing copy"** — Read the existing copy first. Diagnose which formula
it's attempting, which stage it targets, what's failing. Rebuild from the constraint set,
not from the original. Never "polish" — always rebuild from upstream.
**"Write organic + paid versions"** — Platform Intelligence runs for each. Organic copy
engineers engagement signals (save/share/comment). Paid copy engineers click-through.
They share the formula but never the same copy.
**"What should I post this week"** — Mode Gate diagnoses the current funnel gap.
Identifies what stage of the audience journey has no content. Produces specific pieces
for the missing stages.
---
The Only Test That Matters0.4 KB
## The Only Test That Matters
After copy is produced, one question:
**If this exact copy ran for a competitor's product targeting the same audience, would
it convert equally well?**
If yes — the copy is generic. The failure is in the research phase, not the copy phase.
Go back to segment intelligence and find the specific language, blocking belief, or
identity stake that was missed. The fix is never in the wording. It is always upstream.
---
Correction Protocol0.3 KB
## Correction Protocol
When the user corrects:
1. Diagnose which phase produced the error
2. Fix immediately in the same response — produce corrected copy
3. One sentence: what changed and why
4. Never ask permission to fix what the user already identified as wrong.
A correction IS the instruction to fix.
---
Reference: copy-construction14 KB
## Reference: copy-construction
#### What This Phase Produces
Production-ready copy built from the constraint set. Every element exists because the
constraints required it. The derivation chain is explicit: Mode Gate → formula structure;
Segment Intelligence → language and emotional territory; Platform Intelligence → where
keywords land and how the two-part story divides; Positioning Synthesis → entry emotion
and mechanism or proof type. Nothing in the final copy is creative choice — everything
is derived requirement.
#### The Construction Sequence
Build in this order. This order matters because each element constrains the next:
1. **Scroll-stopper (artwork copy)** — first half of the two-part story
2. **Hook (first line/sentence/spoken intro)** — second half, plus keyword layer 1
3. **Body (formula execution)** — constraint-by-constraint
4. **CTA** — at the locked intensity level
5. **Keyword embedding** — after psychological construction, not before
---
#### The Formulas
##### PAS — Problem, Agitate, Solution
**When it runs:** Problem-Aware audiences, TOFU/MOFU funnel positions, Sophistication 1-4.
**Core mechanic:** Joins the existing conversation in the reader's head. Doesn't introduce
the problem — names it with enough precision that they feel seen.
**Construction:**
**Problem section:** Name the specific problem using the segment's actual language.
Not a general statement — the exact version of the problem THIS person has.
- Uses captured phrases from Layer 7 language inventory
- Names the triggering circumstance if possible ("When [specific situation happens]...")
- Creates the "that's exactly me" recognition moment
- Rule: If someone without this problem would nod along, the problem statement is too general
**Agitate section:** Intensify the pain by describing what it costs — specifically.
- What the problem prevents them from having, being, or doing
- What they've already tried and why it failed (if blocking belief is "burned before")
- What happens if it continues — the trajectory, not just the current state
- The worst version of the problem — the fear in Layer 4's "not acting" quadrant
- Rule: Do not leave them in the agitated state — this section earns trust by
showing you understand the depth of the problem. It is not about making them feel bad.
**Solution section:** Introduce the path forward — at the awareness-stage-appropriate depth:
- Problem-Aware + TOFU → introduce that solutions exist, soft CTA (don't pitch the product)
- Problem-Aware + MOFU → introduce the mechanism approach, medium CTA
- Higher awareness → transition to BAB or FAB for the solution section
---
##### AIDA — Attention, Interest, Desire, Action
**When it runs:** Unaware audiences, TOFU funnel, Sophistication 1-2 (pioneering/competitive).
**Core mechanic:** Creates attention before the problem is labeled. The audience doesn't
know they have a problem yet, so you can't open with it. Open with pattern interruption,
then create interest in the problem, then desire for the solution.
**Construction:**
**Attention:** Pattern interrupt via curiosity, counter-intuitive claim, or identity signal.
- Curiosity: "Something is happening to [people like you] that most [category] don't
know about yet"
- Counter-intuitive: "[Common belief about [topic]] is wrong — here's what's actually true"
- Identity: "People who [in-group behavior] are starting to [new behavior]"
- Rule: The attention element must be completable only by reading more. If the attention
element is a complete thought, there's no reason to read on.
**Interest:** Build the case that this topic matters to this specific person.
- Connect the attention-grabbing hook to their world
- Introduce the problem without calling it a problem yet — describe the situation
- Make them lean in: what they don't know IS the point of interest
**Desire:** Create want for the solution/outcome before naming the product.
- Paint the "after" state using their own language for what success looks like
- Social proof: show that people like them (same identity) have achieved this
- Mechanism preview: hint at HOW without the full explanation
**Action:** At TOFU/Unaware, the action is engagement, not conversion.
- "Save this so you don't forget it"
- "Follow [brand] for more on [topic]"
- "Share with someone who needs to hear this"
---
##### BAB — Before, After, Bridge
**When it runs:** Solution-Aware audiences, MOFU/BOFU, Sophistication 2-4.
**Core mechanic:** Shows the full transformation arc, then explains exactly how this
product/approach bridges from the before state to the after state.
**Construction:**
**Before:** Describe the "before" state specifically — using the blocking belief and
current pain from Layer 4/5. This is not general struggle — it is the specific situation
this person recognizes as their current reality.
**After:** Paint the "after" state with the same specificity — the concrete, sensory,
specific version of success they described wanting in Layer 2's motivation architecture.
Not "you'll feel better" but "you'll [specific outcome in their language]."
- The contrast between Before and After creates the desire — not the features of the product
- After must feel reachable, not aspirational fantasy: the blocking belief (Layer 5) must
not resurface as "yeah but not for me"
**Bridge:** Here is exactly how the Before becomes the After — and why this specific
mechanism is different from what they've tried.
- This is where the unique mechanism or differentiation lives
- Name the specific thing that makes the bridge work when other bridges haven't
- At Sophistication 3+: the Bridge MUST differentiate the mechanism, not the outcome
(everyone promises the After — the Bridge is where trust is earned)
- Lead to the CTA: the Bridge ends with "here's how to start crossing it"
---
##### FAB — Features, Advantages, Benefits
**When it runs:** Product-Aware audiences, MOFU/BOFU, any sophistication.
**Core mechanic:** Converts product characteristics into audience-relevant outcomes.
Used for audiences who already know the product exists and are evaluating whether it
solves their specific version of the problem.
**Construction:**
The FAB construct is not three separate sections — it is a sentence-level pattern:
"[Product] has [feature] — which means [advantage for this use case] — so you can [benefit
in the audience's language]."
**Feature:** A specific, verifiable characteristic of the product. Not a marketing claim
— a fact. "Has X," "includes Y," "works in Z minutes," "designed for [specific use case]."
**Advantage:** Why this feature matters for THIS person's situation. The advantage bridges
the feature to the audience context. Same feature, different advantage for different segments.
**Benefit:** The personal outcome — stated in the audience's own language, in terms of
what they gain or stop experiencing. This lives in Layer 2 (motivation) and Layer 4 (fear)
from segment intelligence.
**Social proof integration:** FAB works best when followed by specific proof that matches
the audience's trust profile from Layer 4 (information processing):
- Data-first: statistics, study results, numbers
- Peer-first: "People who [share their identity] saw [outcome]"
- Story-first: One specific transformation narrative
- Authority-first: Expert endorsement, credentials, institutional association
---
##### Hybrid Formula Construction
Most sophisticated copy combines formulas. The combination follows this rule:
**The opening formula is determined by the awareness stage.**
**The closing mechanics are determined by the funnel position.**
Common hybrids:
- **PAS + BAB closing:** Agitate the problem (PAS) then pivot to the full transformation
arc (BAB). Used for Problem-Aware audiences crossing into MOFU.
- **AIDA + FAB close:** Build awareness and desire (AIDA) then close with feature-level
proof for a product-aware re-engagement. Used for retargeting content.
- **BAB + direct offer:** Run the transformation arc then convert with urgency. Used for
MOFU→BOFU transition content.
---
#### Hook Mechanics
The hook is the most load-bearing element of any piece of social copy. It is not the
first sentence that introduces the topic — it is the first sentence that makes scrolling
away feel like a mistake.
##### Hook Construction by Emotional Driver
**Curiosity-driven hooks (Unaware/TOFU):**
- Open a question that the body answers: "[X thing] is happening to [audience] right now.
Most people don't know why."
- Counter-intuitive claim: "Everything [audience] knows about [topic] is actually [specific
wrong thing]."
- Incomplete information: "There's a [pattern/method/reason] behind [thing they experience].
Here's what it is."
**Problem-activation hooks (Problem-Aware/TOFU-MOFU):**
- Use the captured language exactly: "[Exact phrase from Layer 7 in a real question or
statement form]."
- Name the specific situation: "If you've been [specific behavior] and [specific result
that doesn't match effort], you're not doing it wrong."
- Name the frustration with specificity: "The reason [common advice] doesn't work for
[specific segment] is [specific mechanism]. And nobody talks about this."
**Differentiation hooks (Solution-Aware/MOFU):**
- Lead with the mechanism: "Most [solutions in category] focus on [common approach].
[This approach] works on [different layer] — which is why it produces [different result]."
- Surface the hidden obstacle: "You're not stuck because you lack [thing everyone says].
You're stuck because [actual mechanism]. Here's the difference."
**Identity-confirmation hooks (Product-Aware/BOFU):**
- Mirror their identity: "People who [characteristic from Layer 6 positive identity] have
been using [mechanism/product] to [outcome]. Here's what they know."
- Social proof signal: "[Number] [audience type] [achieved outcome]. What they have in
common: [mechanism]."
**Direct offer hooks (Most-Aware/BOFU):**
- Offer specifics first: "[Specific offer] — [deadline] — [what they get]."
- Remove the last barrier: "Still haven't [taken action]? Here's exactly what's in it
and why now is the moment."
---
#### Scroll-Stopper Construction
The scroll-stopper is a separate cognitive object from the caption. It completes one job:
stop the thumb/eye in 0.3 seconds. It is not a summary of the caption. It is not
a headline. It is the first half of a two-part story.
**≤5 words (≤4 on TikTok).** Every word must carry weight.
**Construction rule — derive from the emotional driver:**
- If driver is LOSS/FEAR → The scroll-stopper creates a threat signal
(e.g., "You're doing this wrong" / "Stop wasting time on" / "Before you make this mistake")
- If driver is GAIN/ASPIRATION → The scroll-stopper creates a reward signal
(e.g., "The shortcut they won't tell you" / "Here's what actually works")
- If driver is IDENTITY/BELONGING → The scroll-stopper creates a recognition signal
(an in-group phrase, a specific descriptor: "For [specific type of person]")
- If driver is CURIOSITY → The scroll-stopper creates an information gap
(e.g., "The real reason [thing happens]" / "What [authority/insiders] know")
**Two-part story test:** After writing the scroll-stopper, read it alone. If it is a
complete thought — if reading it and stopping satisfies the question it raises — it will
not generate click-through. It must end on an open loop that can only be closed by reading
the caption or watching the video.
---
#### CTA Construction by Intensity Level
CTA intensity is locked by the Mode Gate. The wording below is starting-point language
derived from the intensity level — every CTA must be rewritten using the segment's captured
vocabulary register before production.
**Soft (TOFU save/follow/share):**
- Save-trigger: "Save this for when you need it"
- Share-trigger: "Send this to [specific person type in their life] who needs to hear this"
- Follow-trigger: "Follow for more on [topic in their vocabulary]"
- Comment-trigger: "Comment [word] if this is you right now" (for data collection + engagement)
**Medium (MOFU click/DM/engage):**
- Link trigger: "The full [guide/breakdown/case study] is linked in bio"
- DM trigger: "DM me [word] and I'll send you [specific thing]"
- Comment trigger: "Drop [question] in the comments and I'll answer each one"
**Strong (BOFU urgency/conversion):**
- Urgency: "[Specific offer] ends [specific date/time]" — real deadline only
- Social proof: "[X] people [took action] this week. [Outcome] is [time away]."
- Barrier removal: "If [specific objection] has been stopping you — [one sentence resolution].
[CTA]."
**Direct Offer (BOFU/Most-Aware):**
- Lead with the offer specifics, not the benefit narrative
- Include the price (if it's part of the value: "$47 → [exact outcome]. Link in bio.")
- One sentence maximum before the CTA — they already know what they want
---
#### Keyword Embedding Protocol
Keywords are embedded AFTER the copy is psychologically constructed — never before.
**Rule: Keywords serve copy. Copy does not serve keywords.**
Embedding sequence:
1. Identify the 2-4 primary keywords for this funnel position and platform (from Platform
Intelligence keyword intent tier)
2. Find natural insertion points in the existing copy where the keyword fits grammatically
without changing the meaning
3. Ensure the primary keyword appears in the copy layer with highest indexing weight for
this platform (first 2 caption lines for Instagram, spoken intro for TikTok, first 3
lines for LinkedIn)
4. Ensure the keyword appears in the human-readable voice of the segment (their vocabulary
register from Layer 7) — keyword stuffing destroys both the copy and the indexing benefit
**If a keyword cannot fit naturally** — rewrite the surrounding sentence until it can.
If it still cannot fit naturally, the keyword may not be right for this piece of content.
A keyword that forces awkward phrasing is worse than no keyword: it signals to both the
algorithm and the reader that the copy is manufactured.
---
Reference: mode-gate13 KB
## Reference: mode-gate
#### What This Phase Produces
Four locked constraints that cannot be overridden by any downstream phase: Awareness Stage,
Market Sophistication Level, Funnel Position, and the Formula Selection derived from their
intersection. These are not labels applied to make the process feel systematic — they are
structural parameters that determine what kind of copy is appropriate to write. A formula
mismatch is fatal: PAS on a Most-Aware audience feels condescending; a direct offer to an
Unaware audience has nothing to attach to.
#### Why This Runs Before Research
The Mode Gate eliminates entire categories of copy before any generative work begins. This
is not waste reduction — it is quality production. Every piece of copy that would be wrong
for this audience at this stage gets eliminated upstream, before it can be written. Without
this gate, research discovers things the copy can't use. With it, research knows exactly
what questions to answer.
---
#### Step 1: Schwartz Awareness Stage Diagnosis
The awareness stage answers: **What does this audience currently believe about the
problem this product/brand/content solves — and what do they know about solutions?**
This is not about what they SHOULD believe or what we WANT them to believe. It is about
where they actually are right now.
##### The Five Stages and Their Diagnostic Signals
**Unaware**
They don't know the problem exists — or they experience it without framing it as a problem.
- Signal: Audience has no language for the pain yet. They describe symptoms, not problems.
- Signal: Copy about "solving the problem" would confuse them — they don't recognize the problem
- Signal: Your product/brand is almost certainly unknown to them
- Typical social context: Content reaches them via entertainment or general interest feeds —
not via search or problem-driven browsing
- What copy must do: Name the problem they already feel but haven't labeled. Demonstrate
that others like them have it. Create the "that's me" recognition moment.
- Leads with: Curiosity / Pattern interrupt / Social proof story
**Problem-Aware**
They know they have the problem. They don't know solutions exist or where to find them.
- Signal: They describe the problem in their own words frequently (forums, social comments,
Reddit threads — "I keep doing X and nothing changes")
- Signal: They may have "tried nothing" or tried ineffective workarounds
- Signal: Solution copy would jump ahead of where they are — they're not comparing options yet
- What copy must do: Agitate the problem hard enough that finding a solution feels urgent.
Then introduce that solutions exist. Do not jump to product.
- Leads with: Problem recognition → agitation → solution exists signal
**Solution-Aware**
They know solutions exist and are comparing options. They may not know your product.
- Signal: They're using category keywords — searching "best [category]," reading comparison
articles, watching review content
- Signal: They have evaluation criteria forming (or formed): price, ease, speed, etc.
- Signal: Direct product claims don't land yet — they don't trust any one solution yet
- What copy must do: Differentiate the mechanism. Why is this approach to the problem
different from everything else in the category? Not better — different in kind.
- Leads with: Mechanism differentiation / proof of unique approach / "how this works" framing
**Product-Aware**
They know your product exists and are evaluating whether it's right for them.
- Signal: They've been to the website, followed the account, or seen the product before
- Signal: Objections are active: "does this actually work for someone like me?", "is this
worth the price?", "have others with my specific situation had success?"
- Signal: They are comparison-shopping — your product is on a mental shortlist
- What copy must do: Handle the specific objection that's blocking conversion. Use proof
that matches their specific identity and situation. Confirm that people exactly like them
have had the outcome they want.
- Leads with: Social proof + identity match / specific objection resolution / outcome evidence
**Most Aware**
They know the product, they want it, something small is stopping them.
- Signal: Cart abandonment, return visits, repeated views of the same content
- Signal: Price, timing, or logistics is the barrier — not belief or desire
- Signal: They are on a shortlist and need one final reason to choose now
- What copy must do: Remove the last barrier. Create legitimate urgency or scarcity. Confirm
the decision is the right one. The copy is not persuading — it is permission-giving.
- Leads with: Urgency / offer specifics / social proof of the final decision moment
##### How to Diagnose the Stage from Available Inputs
If the user provides target audience description → derive the stage from what they've told you
about the audience's relationship with the problem/product.
If the user provides existing copy → read the copy and identify which stage it targets — then
ask whether that's the right stage for the current audience.
If the user provides a platform + topic → infer from platform context:
- Cold audience Reels/TikTok/Explore → often Unaware or Problem-Aware
- Retargeting ads → often Product-Aware or Most-Aware
- Organic posts to existing followers → depends heavily on how long they've been following
and what content has come before
- Search-driven social (TikTok search, LinkedIn search) → often Solution-Aware or Product-Aware
---
#### Step 2: Market Sophistication Level Diagnosis
The sophistication level answers: **How many competing solutions have already made similar
claims in this market — and how much has the audience heard?**
This is Schwartz's sophistication spectrum applied to the product/category/market.
##### The Five Levels
**Level 1 — Pioneering Market**
The first product in a genuinely new category. Direct claims work because nothing like
this has been heard before.
- Copy approach: Make the direct claim boldly. "Do X." No mechanism needed — the claim IS
the differentiator.
- Headline type: Direct statement of the benefit.
- Example structure: "[Product] does [direct result]"
- Rare: Most markets you'll encounter are not Level 1
**Level 2 — Competitive Entry**
A few players have entered. The audience has heard the basic claim. You need to make the
claim bigger, faster, or more quantified.
- Copy approach: Enlarge the claim. Add specificity. "Do X in Y days." Numbers matter.
- Headline type: Quantified promise or comparative advantage.
- Example structure: "[Result] in [time]" or "[X]% better [outcome]"
**Level 3 — Mechanism Required**
The market is crowded enough that direct claims and enlarged claims are all saying the same
thing. The audience is skeptical. The copy must explain HOW it works differently.
- Copy approach: Introduce the unique mechanism. Not "we help you lose weight" but "the
[X method] reprograms your relationship with food."
- Headline type: Mechanism introduction — a named proprietary process or unique approach.
- Example structure: "How [specific mechanism] produces [result] without [typical obstacle]"
**Level 4 — Mechanism Extension**
Even mechanisms have been copied. Multiple brands are now claiming unique mechanisms.
Copy must extend the mechanism — add a layer, prove the mechanism, or combine mechanisms.
- Copy approach: Show the mechanism working with specificity. Third-party proof. Before/after
with mechanism tracing. "Not just X — X + Y working together."
- Headline type: Proof-of-mechanism or stacked mechanism.
**Level 5 — Identity/Tribe Play**
Total saturation. Every claim has been made. Every mechanism has been named. The only
differentiator left is identity — who this brand is FOR and who it represents.
- Copy approach: Sell the tribe, not the product. "People who [believe X] choose [brand]."
The purchase is an act of identity expression, not a rational decision.
- Headline type: Identity statement. "For people who [belief/value/behavior]."
- Example structure: "You're the kind of person who [characteristic]. Here's what
[characteristic people] use."
##### How to Diagnose the Level
Search for: "[product category] ads," "[product category] social media," "[competitor names]
copy." Look at how many competitors are making similar claims. Read the claims.
- If the category claim feels bold and unheard → Level 1-2
- If you've seen the claim before but with different numbers → Level 2-3
- If everyone in the category claims the same mechanism → Level 4
- If the audience talks about the brand as a lifestyle marker or identity signal → Level 5
---
#### Step 3: Funnel Position Diagnosis
The funnel position answers: **What is this content meant to make someone DO — and
how far are they from doing it right now?**
Three positions. The distance between them is psychological, not chronological.
**TOFU — Top of Funnel**
Goal: Make an unfamiliar person aware and curious. Get attention, create a follow,
generate a save, build association.
- They don't know the brand well yet (or at all)
- The desired action is low-commitment: follow, save, share, watch again
- Keywords: informational intent — "how to [problem]," "why [symptom happens]," "[topic]
explained," "[problem] causes"
- CTA intensity: None or Soft. A direct purchase CTA on TOFU content is mismatch.
This is the "proposing marriage on a first date" error.
**MOFU — Middle of Funnel**
Goal: Build trust, demonstrate expertise, move someone from "aware" to "considering."
Get profile visits, link clicks, DMs, email sign-ups.
- They've seen content before or found it via search
- Desired action is medium-commitment: click a link, join a list, engage with a question
- Keywords: investigational intent — "[product/solution] review," "best [category] for
[specific situation]," "[brand] vs [competitor]," "does [solution] work for [audience]"
- CTA intensity: Medium. Soft ask with proof. "Link in bio" works here. "Comment [X]
and I'll send you [Y]" works here.
**BOFU — Bottom of Funnel**
Goal: Convert. Purchase, sign up, book a call, claim the offer.
- They've been in the ecosystem or are actively comparing final options
- Desired action is high-commitment: buy, book, subscribe
- Keywords: transactional intent — "[product name] price," "buy [product]," "[service]
near me," "how to get [product]"
- CTA intensity: Strong or Direct Offer. Urgency mechanics are legitimate here.
Price deadlines, scarcity, social proof of the purchase moment.
---
#### Formula Selection Matrix
The three locked parameters intersect to determine the active formula. This is NOT a
preference — it is a structural requirement of where the audience is.
| Awareness Stage | Funnel | Sophistication | Active Formula | Lead Element |
|---|---|---|---|---|
| Unaware | TOFU | 1-3 | AIDA | Attention — pattern interrupt, curiosity |
| Unaware | TOFU | 4-5 | Identity AIDA | Attention — tribe signal, belief statement |
| Problem-Aware | TOFU | 1-3 | PAS | Problem recognition → agitation |
| Problem-Aware | MOFU | 1-3 | PAS + soft solution | Problem → agitation → solution exists |
| Problem-Aware | TOFU/MOFU | 4-5 | PAS + mechanism tease | Problem → agitation → "not the usual way" |
| Solution-Aware | MOFU | 1-3 | BAB | Before → differentiated after → bridge |
| Solution-Aware | MOFU | 3-5 | Mechanism-led hybrid | Unique mechanism → outcome → proof |
| Product-Aware | MOFU | any | FAB + social proof | Feature → advantage → benefit + identity proof |
| Product-Aware | BOFU | any | Objection-resolution hybrid | Name the objection → dissolve → offer |
| Most-Aware | BOFU | any | Direct offer | Offer specifics → urgency → one-click permission |
**Hybrid formula construction:** When no single formula fits cleanly, the primary formula
runs the opening and core; a secondary formula provides the closing mechanics. The opening
formula is always derived from the awareness stage. The closing formula is always derived
from the funnel position.
---
#### CTA Intensity Scale
Locked from the Mode Gate. Copy construction cannot change this.
| Level | When to Use | Example Mechanics |
|---|---|---|
| None | Unaware + TOFU | End on the hook. No ask. |
| Soft | Problem-Aware + TOFU | "Save this," "Share if this hits," "Follow for [topic]" |
| Medium | Solution-Aware + MOFU | "Link in bio," "Comment [X] for [Y]," "DM me [word]" |
| Strong | Product-Aware + BOFU | Named urgency, social proof of purchase, limited quantity |
| Direct Offer | Most-Aware + BOFU | Price + deadline + one click. No ambiguity. |
---
#### Output of the Mode Gate
Before leaving this phase, document the locked constraints:
```
AWARENESS STAGE: [Stage]
Diagnostic evidence: [What in the inputs revealed this]
What this changes: [How this stage determines the formula and what it prohibits]
SOPHISTICATION LEVEL: [1-5]
Diagnostic evidence: [What research revealed about market saturation]
What this changes: [Whether mechanism is required, what headline type works]
FUNNEL POSITION: [TOFU / MOFU / BOFU]
Diagnostic evidence: [What context reveals about distance from conversion]
What this changes: [CTA intensity, keyword intent tier, proof deployment]
ACTIVE FORMULA: [Formula name + brief justification]
CTA INTENSITY: [Level]
KEYWORD INTENT TIER: [Informational / Investigational / Transactional]
EMOTIONAL DRIVER: [The single leading emotion for this copy]
```
This document is internal. It feeds every subsequent phase. It is never shown to the user.
---
Reference: platform-intelligence15 KB
## Reference: platform-intelligence
#### What This Phase Produces
Two things: a keyword layer map that tells copy construction exactly which terms land in
which copy layers for this platform, and a story architecture that defines how the
scroll-stopper (artwork, thumbnail, cover) and the caption/body divide the narrative.
Both outputs are hard constraints — platform-native copy is built differently per platform
from the first word, not adapted from another platform's version.
#### Why Platforms Are Not Interchangeable
The same person in different cognitive states on different platforms needs different copy
structures. Someone browsing Instagram Reels is in entertainment/discovery mode — the
brain is passive, the scroll is fast, pattern interrupts work. Someone on LinkedIn is in
professional validation mode — they're looking for content that confirms their expertise
or makes them look informed to their network. Someone on TikTok is in community search
mode — they're looking for content that matches their specific interest graph. The same
message delivered with the same copy structure on all three platforms fails on at least two
of them. Platform-native is not aesthetic preference — it is psychological targeting.
---
#### Platform Profiles
##### Instagram (Reels, Feed, Carousel, Stories)
**Cognitive Brain State:** Discovery / Entertainment mode for Reels and Explore.
Relationship maintenance mode for Feed. Documentary/update mode for Stories.
The scroll is fast. Attention is given in 0.3-second increments.
**Primary engagement signals (what triggers reach):**
- Shares: strongest signal — indicates content created genuine connection worth spreading
("I sent this to 5 people in my DMs" is algorithmic gold)
- Saves: indicates high-value content worth returning to — educational, reference, or
deeply resonant content
- Watch-through rate on Reels: completing a Reel signals the algorithm that content
held attention against all competing content in the moment
- Comments: especially questions and multi-word responses — indicate opinion activation
**Algorithm / SEO layer architecture (2025-26):**
- Primary indexing: Caption keywords in the first 2 sentences — Instagram's AI treats
captions as searchable content similar to SEO. Keywords here determine content
categorization and non-follower distribution.
- Secondary indexing: Alt text on static images, bio keywords for account-level topical
authority
- Hashtags: Reduced weight since December 2024 (following removal ceased). Use 3-5
highly relevant hashtags for search functionality — not for discovery distribution.
- Text overlays on Reels: Carry limited direct indexing value but drive watch-through
rate, which is a top ranking signal
- Funnel position → keyword intent:
- TOFU → informational keywords in caption first lines ("how to [pain]," "why [symptom]")
- MOFU → investigational keywords ("[solution] that actually works," "best [category]
for [specific person]")
- BOFU → transactional terms + brand keywords ("get [product]," "[brand] [offer]")
**Artwork / Caption story architecture:**
- Scroll-stopper: Static image text overlay, Reel cover frame, or carousel slide 1
≤5 words maximum — this is the first half of the two-part story
- Caption: Picks up the story the scroll-stopper started. First 2 sentences are visible
before "more" — these carry the hook AND the primary keywords simultaneously.
- Two-part story pattern for Instagram:
- Scroll-stopper = the QUESTION or the SHOCK or the NUMBER
- Caption opening = the CONTEXT or the ANSWER or the MEANING
- They must never duplicate: if the scroll-stopper says "I quit my job" the caption
cannot open with "I quit my job because..." — it opens with the direct consequence
or outcome that completes the story
**Platform-specific hard constraints:**
- Organic posts: Never include a URL in the caption body — Instagram's algorithm suppresses
posts with external links. URL belongs in bio ("link in bio") or as a first comment.
- Paid ads: CTA button handles the URL. Caption stays benefit/proof focused.
- Stories: Ephemeral — copy must be complete without the preceding post context. Stack
text + visual for accessibility (many watch without sound).
---
##### TikTok
**Cognitive Brain State:** Hyper-personalized discovery mode. The For You feed is not
random — it is a precise interest graph built from every interaction. Someone who sees
your content is seeing it because the algorithm decided they're in a relevant interest
cluster. Content feels native when it matches the tonality of that cluster — not
"brand content" but "community content."
**Primary engagement signals:**
- Watch-through rate: finishing a video signals high value — especially on longer videos
- Saves/Favorites: indicate intent to return — high-value content
- Shares to DM: strongest connection signal
- Comments: especially conversations in the comments section — TikTok rewards comment
thread velocity
- Re-watches: positive signal for short-form, very high for longer Shorts-style
**Algorithm / SEO layer architecture (2025-26):**
TikTok is now a search engine. Search Value is a direct ranking metric in 2026.
- Spoken keywords: TikTok's algorithm "listens" via auto-captions — spoken keywords are
indexed and used to match content to search queries. Keyword-rich speech in the first
15 seconds carries significant indexing weight.
- On-screen text overlay: Text overlays are indexed for search relevance. Keywords in
overlay + keywords spoken simultaneously create compounding relevance signals.
- Caption keywords: Used for categorization and For You distribution — keyword-rich
captions without keyword stuffing (natural sentence construction required)
- Hashtags: Category signals — 3-5 niche-specific hashtags over generic trending ones
- Funnel position → keyword intent layer:
- TOFU → keywords appear in spoken intro AND overlay: "[audience] who [symptom]," "why
[problem happens]," "[topic] for beginners"
- MOFU → spoken + overlay + caption: "the [mechanism] that [result]," "how [product
type] works for [specific situation]"
- BOFU → caption + overlay + CTA: "[product] review," "where to get [product],"
"[offer] expires [when]"
**Artwork / Caption story architecture:**
- Scroll-stopper: Frame 1 text overlay — appears on static preview in For You feed
before autoplay begins. ≤4 words maximum. Upper third of frame.
- Hook (spoken + overlay): Words said AND displayed in the first 2-3 seconds. These must
be identical or complementary — not redundant. The spoken hook and the overlay hook
are two separate attention vectors pointed at the same entry emotion.
- Caption: Continues the narrative from the video — treated as a search object, not a
social caption. Natural sentences with embedded keywords.
- Two-part story for TikTok:
- Frame 1 overlay = the PATTERN INTERRUPT or IDENTITY SIGNAL
- Spoken hook (first sentence) = the SPECIFIC CLAIM or PROMISE THAT COMPLETES IT
- Example: Overlay says "For people who quit" / Spoken opens with "If you've started
this [exactly three times] and stopped, what I'm about to say will feel uncomfortably
specific."
**Platform-specific hard constraints:**
- Copy must feel community-native, not brand-broadcast. "Brand voice" on TikTok means
the person who made this video is a real person, not a marketing department.
- The platform deprioritizes content with third-party watermarks (TikTok Creative Center
is neutral; other platform watermarks are penalized)
- Organic: No URL in caption. Link in bio or TikTok Shop integration.
- Sound: Even with text overlay, spoken words carry indexing weight. Silent videos lose
a significant indexing layer. If text-only, add even minimal voice-over.
---
##### LinkedIn
**Cognitive Brain State:** Professional validation / reputation management mode. Users
are curating their professional identity with every interaction. Content that makes
them look informed to their network gets shared. Content that feels like it was written
for their peers (not for them) gets scrolled. Personal storytelling outperforms
broadcast authority.
**Primary engagement signals:**
- Comments: especially thoughtful responses — LinkedIn's algorithm heavily weights comment
quality and velocity in the first 60 minutes ("golden hour")
- Shares: indicates content is worth professional identity association — someone shared
it to be seen as the person who surfaces good content
- Dwell time: LinkedIn measures how long you read, not just scroll past
- Saves: private but tracked — signals high-value professional reference content
**Algorithm / SEO layer architecture (2025-26):**
- Caption keywords: LinkedIn treats posts as professional search content. Niche-specific
terms, role titles, industry terms carry indexing weight.
- No hashtag distribution (LinkedIn removed hashtag following in 2024 for most accounts).
Hashtags still function as search signals — 3 maximum, niche-specific.
- Topic consistency: LinkedIn's algorithm builds a "topic authority" score per creator.
Consistent posting in one professional domain outperforms generalist content.
- Funnel position → keyword placement:
- TOFU → Professional vocabulary in first 3 lines, topic-specific keywords, visible before
"see more" cutoff
- MOFU → Specific insight keywords, niche problem vocabulary, decision-maker language
- BOFU → Service/product terms + specific outcomes + direct attribution
**Artwork / Caption story architecture:**
LinkedIn is caption-first. The image or video is secondary. The first 3 lines of the caption
are the scroll-stopper — they appear before the "see more" cutoff.
- "Scroll-stopper" on LinkedIn = first 2-3 lines of text (approximately 200 characters)
- These lines function identically to the artwork on other platforms — they must stop
the scroll and create a reason to click "see more"
- The two-part story structure on LinkedIn:
- First 2 lines = the HOOK (provocative claim, specific insight, counterintuitive statement)
- Everything after "see more" = the PROOF, NARRATIVE, and CTA
- The break is the story: everything before "see more" promises something. Everything
after delivers it.
**Platform-specific hard constraints:**
- Never include a URL in the caption body — LinkedIn's algorithm significantly suppresses
posts with external links. URL belongs in the first comment, not the post itself.
- Copy should sound like a person with expertise talking to their peers — not like an ad
and not like a brand broadcast. The phrase "I" outperforms "we" consistently.
- Professional storytelling structure (I did [thing] → this happened → here's what I
learned / here's what this means for you) consistently outperforms direct promotion.
---
##### Facebook (Feed, Groups, Ads)
**Cognitive Brain State:** Social scroll / community check-in mode for organic Feed.
Passive media consumption for Groups. High-intent discovery for Ads (Meta's targeting
is precise enough that BOFU Facebook ads reach near-product-aware audiences).
**Algorithm / SEO signals:**
- Groups: highest organic reach on Facebook — community posts in Groups outperform
Page posts by significant margin for organic distribution
- Shares: most powerful distribution signal on Facebook — indicates content crossed the
"worth putting on my wall" threshold
- Video watch time: especially native video (not YouTube links)
- Comment debates: Facebook surfaces content that generates back-and-forth comment threads
**Artwork / Caption story architecture:**
- Facebook is text-heavier than Instagram — longer captions are read more often on Facebook
than on Instagram
- The hook (first 1-3 sentences before "See more") must do the same work as Instagram's
scroll-stopper — but in text form
- Problem-forward openings historically perform: "If you've ever [specific frustration]..."
works because it creates immediate pattern recognition
- Paid ads: Facebook/Meta ads use the Primary Text field (caption), Headline, and Description.
Primary Text carries the story. Headline carries the mechanism or outcome. Description
adds the proof element. These are three separate copy jobs, not one caption split.
**Platform-specific hard constraints:**
- Algorithm penalizes "engagement bait" — explicit asks for likes/shares ("like this if...")
trigger distribution suppression
- Video auto-plays without sound in Feed — copy that works without audio via text overlay
is required for video formats
---
##### X / Twitter
**Cognitive Brain State:** Real-time news / opinion mode. Moving fast. High cynicism
threshold. Credibility is carried by the account, not the post. New accounts without
established presence have limited organic reach.
**Algorithm signals:**
- Replies and quote posts: Twitter/X heavily weights replies (conversation) and
quote posts (commentary by others — positive or negative)
- Bookmarks: equivalent to saves — high-value content signal
- Engagements from high-follower accounts: disproportionate distribution boost
**Artwork / Caption story architecture:**
- Twitter is text-first. 280 characters is the scroll-stopper, the hook, and often the
entire message simultaneously.
- Thread first post = the headline + the teaser ("here's what I found out 🧵")
- Thread is the article — each tweet advances the argument or story
- Single-tweet copy must be complete without any click required for TOFU content
- BOFU single-tweet copy: claim + proof element + CTA in 280 characters
---
#### GEO Layer Summary Table
| Platform | Layer 1 (Primary Index) | Layer 2 | Layer 3 | CTA Placement |
|---|---|---|---|---|
| Instagram | Caption first 2 sentences | Alt text / Bio | Overlay (engagement) | Bio link / First comment |
| TikTok | Spoken audio (first 15s) | Text overlay | Caption | Bio link |
| LinkedIn | First 3 caption lines | Caption body | Hashtags (3 max) | First comment |
| Facebook | Headline (paid) / First lines (organic) | Primary text / Caption | Description (paid) | CTA button / Comment |
| X/Twitter | Tweet text | Thread opening | Image alt text | Linked tweet in thread |
#### Two-Part Story Architecture Quick Reference
| Platform | Scroll-Stopper | Caption/Body Role |
|---|---|---|
| Instagram Reels | Cover frame text (≤5 words) | Completes the story. Keywords in first 2 lines. |
| TikTok | Frame 1 overlay (≤4 words) | Spoken hook + caption continue the story. |
| LinkedIn | First 2-3 caption lines (no image needed) | Proof + narrative after "see more" |
| Facebook Feed | Image headline OR first 1-3 caption lines | Story body — longer is acceptable |
| Twitter/X | The tweet itself | Thread unfolds the argument |
---
Reference: segment-intelligence14 KB
## Reference: segment-intelligence
#### What This Phase Produces
A specific, evidence-grounded profile of the exact human this copy is written for — not
a demographic label, not a persona template, but a living picture of what this person
currently believes, fears, has tried, blames, and wants to feel about themselves. Every
constraint this profile produces is downstream copy material. The profile is not a document
about the audience — it is a set of constraints on what copy is allowed to say.
#### Why Depth Matters
Surface-level profiling produces surface-level copy. Knowing that the audience is "25-35
year old women interested in fitness" does not tell you whether to lead with shame-activation
or aspiration, whether they've been burned by the exact promise you're about to make, whether
"coach" language triggers trust or skepticism, or whether calling them "busy moms" activates
belonging or condescension. The 7-layer framework below exists because every layer answers
a different question that copy construction needs answered.
---
#### Step 1: Sharpen the Segment
The label the user provides — "founders," "moms," "fitness beginners," "small business
owners" — is a starting point, not the target.
##### 1.1 The Specificity Interrogation
Start with the label and ask:
- **Who within this segment** is most likely to encounter this content and be moved to act?
Not "entrepreneurs" — "first-time solo founders at the 6-month mark who've been doing
everything themselves and are starting to feel the ceiling."
- **At what stage of their journey** are they? Pre-problem? Mid-struggle? Post-failure?
About to make a purchase decision?
- **What specific triggering event** brought them to this moment? A failed attempt?
A milestone not reached? A friend's success? Something they read or saw?
- **What specific version of the problem** do they have? The general category is not
the answer. "I want to lose weight" is not the same as "I've tried three diets and
I'm starting to believe this is who I am."
Search for: "[segment] [problem category] experiences," "[segment] [category] Reddit,"
"[segment] [product] reviews," "[segment] [topic] community forums."
Build the sharpened decision-maker — one specific person — and record why the sharpening
changes messaging decisions downstream.
```
SHARPENED SEGMENT:
Starting label: [e.g., "fitness beginners"]
Sharpened to: [e.g., "Women 30-45 who've started and quit fitness programs at least once,
currently in a 'I'll try again differently this time' mental frame"]
Triggering event: [What brought them here now]
What this changes for copy: [Specifically what this sharpening means for how we write]
```
---
#### Step 2: The 7-Layer Psychographic Profile
Build every layer from fresh research — not from assumptions about what this person "probably"
thinks. Every layer requires evidence from actual sources.
##### Layer 1: Professional / Social Identity
**Question:** How does this person describe themselves — and what community do they belong to?
Search for: Their LinkedIn language if professional, their community spaces (which Subreddits,
which Facebook groups, which Slack communities), what they say when introducing themselves.
Capture:
- How they describe their role or situation in one sentence
- The community they affiliate with (not just demographically — culturally)
- What they're proud of professionally or personally
- Whether they identify as inside or outside the mainstream of their category
(e.g., "I'm not like most people who do [thing]")
**What this changes for copy:** Identity language in copy either activates belonging ("yes,
this is for me") or triggers rejection ("this isn't for someone like me"). Copy that uses
the wrong identity label loses the reader in line 2.
##### Layer 2: Motivation Architecture
**Question:** What is this person trying to achieve — and what does success look like
specifically for them?
Search for: What outcomes this segment talks about when they describe winning, what KPIs or
milestones they measure themselves against, what they tell others when things are going well.
Capture:
- The specific outcome they want (not the category outcome — the personal version)
- What success looks like to them in concrete terms — what changes, what disappears,
what they can finally say or do
- Whether their motivation is approach-oriented (I want to gain X) or avoidance-oriented
(I want to stop feeling Y) — this determines the dominant emotional driver
- What "good enough" looks like vs. what "transformed" looks like
**What this changes for copy:** Approach-motivated audiences respond to outcome copy
("here's what you get"). Avoidance-motivated audiences respond to relief copy ("here's
what you stop experiencing"). Getting this wrong means the right result lands wrong.
##### Layer 3: Current Emotional Baseline
**Question:** What is this person feeling about this topic, problem, or category RIGHT NOW —
not in general, not historically, but at this moment in time?
Search for: Recent Reddit threads, comment sections, community posts, Twitter/X conversations
from the past 30-90 days on this topic. What is the dominant emotional register?
Capture:
- The dominant emotion: exhaustion, skepticism, anxiety, cautious hope, excitement, shame,
frustration, or something more specific
- Whether that emotion is getting louder or quieter (trending toward action or retreating)
- What specific recent event or trend is shaping their current emotional state
(a platform change, a cultural moment, a news cycle, a pattern they've been seeing)
- Whether they feel alone in this or surrounded by others feeling the same way
**What this changes for copy:** The emotional baseline determines the entry emotion in
Phase 3 synthesis. Copy that leads with the wrong emotion creates dissonance — the reader
feels misunderstood and stops reading. If they're exhausted, opening with high-energy
inspiration feels tone-deaf. If they're cautiously hopeful, opening with deep problem
agitation reverses the goodwill they just extended.
##### Layer 4: Fear & Pain Mapping
**Question:** What is this person afraid of — both as a result of acting AND as a result
of not acting?
Search for: "[segment] afraid of," "[segment] worried about [category]," "[segment] scared,"
Reddit threads where they describe hesitation, "what's stopping you" community posts.
Capture the four-quadrant fear map:
```
ACTING WRONG FEAR: [Specific to this person — e.g., "Buying another course that
doesn't apply to my situation, spending $300, and still being stuck in 6 months"]
NOT ACTING FEAR: [e.g., "Everyone else figures this out and I fall further behind
while I was 'being careful'"]
CURRENT PAIN: [What's actively hurting them right now — specific, named frustration]
PAST PAIN: [What they've already tried that failed — and what that failure taught them
about themselves]
```
**What this changes for copy:** The fear architecture determines whether copy leads with
"here's what you risk by not acting" (loss-framing for avoidance motivators) or "here's
what you get by acting" (gain-framing for approach motivators). The past pain layer is
especially important: if they've been burned by the same promise before, leading with
that promise repeats the burn. Copy must acknowledge the past attempt before making the
current pitch.
##### Layer 5: Blocking Beliefs
**Question:** What does this person believe about themselves — not about the product,
not about the category, but about THEMSELVES — that makes the action feel unnecessary,
premature, or impossible?
This is the deepest layer and the most overlooked. It is not about market skepticism. It
is about self-concept.
Search for: "[segment] [result] Reddit 'not for me,'" "[segment] 'tried this,'"
"[segment] 'can't,' 'won't work for me,' 'different situation,'" phrases starting with
"I'm the kind of person who..."
Common blocking belief patterns:
- **Uniqueness belief:** "My situation is different from everyone this works for"
→ Copy must address the specific way they believe they're different
- **Worthiness belief:** "I'm not the type of person who succeeds at this"
→ Copy must show people with exactly their self-concept having the outcome
- **Timing belief:** "This isn't the right time for me to start this"
→ Copy must address what keeps the timing from ever being right
- **Effort belief:** "The results are real, but I won't be consistent enough"
→ Copy must address the effort requirement directly, not promise effortlessness
- **Burned belief:** "I've tried something like this and it didn't work"
→ Copy must acknowledge the past failure and differentiate the mechanism
```
PRIMARY BLOCKING BELIEF: [One sentence — what they believe about themselves]
Evidence from research: [Where this showed up]
What this changes for copy: [Whether to lead with mechanism differentiation,
identity confirmation, or acknowledgment of past failure]
```
**What this changes for copy:** The blocking belief is the invisible wall between the
audience and the action. Copy that doesn't address it makes a compelling pitch to someone
who has a reason not to believe it. The blocking belief doesn't need to be named explicitly —
but the copy must dissolve it structurally, either through mechanism differentiation, identity
mirroring, or acknowledgment of the specific way this is different from what failed before.
##### Layer 6: Identity Stakes
**Question:** What identity is threatened or confirmed by taking this action — and which
matters more to this person right now?
Every purchasing or action decision carries identity weight. "If I buy this, what does that
say about who I am? If I don't, what does that say?"
Search for: How this segment talks about the product category in terms of who uses it, what
it signals about a person, whether there are negative associations (e.g., "only people who
can't do it themselves buy a program"), positive associations (e.g., "serious people invest
in their growth").
Capture:
- **Positive identity signal:** What does taking this action confirm about them?
("I'm someone who takes their [X] seriously," "I'm part of the group that [does/has/is]")
- **Negative identity threat:** What does taking this action risk?
("It means I need help," "It means I've failed at doing it alone," "It means I'm one
of those people who [category]")
- **Social identity dimension:** What does this action signal to others they care about?
("People will see me as," "My [peer group] will think")
**What this changes for copy:** At Sophistication Level 5, identity IS the message. At any
level, copy must work with — not against — the audience's identity stakes. If taking the action
carries a negative identity threat (admitting you need help, spending money on something basic,
trying something others might mock), copy must either resolve the threat ("people who [positive
identity marker] choose this") or reframe the action as consistent with who they already are.
##### Layer 7: Language & Discourse Patterns
**Question:** What exact words, phrases, and constructions does this person use when they're
sitting with this problem — not when they're writing professionally, but when they're talking
to themselves or their community?
This is the most mechanical layer and the most important for word-level copy decisions.
Search for: Comment sections on competitor content, Reddit threads, Facebook group posts,
product reviews (especially 3-4 star reviews — they explain both what worked and what didn't),
Twitter/X conversations. Mine 30-50 comments per source, not just the top 10.
Capture:
- Minimum 10 real phrases, verbatim, from real people (not paraphrased into marketing language)
- Identify the vocabulary register: casual/conversational, technical/insider, formal, emotional
- Identify exhausted words in the category — terms so overused they've lost activation value
("game-changer," "transform," "revolutionary" for some categories)
- Identify in-group signal words — the specific terms that mark someone as inside the community
- Identify the emotional words they use most: do they describe the problem in terms of feeling
(frustrated, stuck, overwhelmed) or outcomes (behind, losing, failing)?
```
CAPTURED PHRASES (minimum 10):
1. "[Exact quote from real source]" — [Source type]
2. "[Exact quote]" — [Source type]
... (continue to 10+)
VOCABULARY REGISTER: [Casual / Technical / Emotional / Mixed]
EXHAUSTED TERMS TO AVOID: [List]
IN-GROUP SIGNAL WORDS: [List]
DOMINANT EMOTIONAL VOCABULARY: [Feeling words or outcome words?]
```
**What this changes for copy:** Copy that uses the audience's actual words converts because
it signals "this person is in my world" — copy that paraphrases into marketing language signals
"this is an ad." Every word in the final copy should either come directly from the captured
phrases or be derived from their register and vocabulary. If a word in the final copy doesn't
trace back to the language inventory, it earns scrutiny.
---
#### Segment Synthesis Output
After all 7 layers are complete, produce the synthesis constraint document:
```
SEGMENT SYNTHESIS:
Sharpened target: [One specific person — not a demographic, a human]
Blocking belief: [One sentence — what they believe about themselves that blocks action]
Identity stakes: [What taking action confirms / threatens for them]
Current emotional baseline: [Dominant emotion about this topic right now]
Dominant driver: [Approach (gain) or avoidance (loss)]
Past pain note: [Have they been burned by similar promises? What failed?]
Language inventory: [The 10+ captured phrases]
Register: [The vocabulary register for all copy]
Exhausted terms: [Do not use these]
What this means for Phase 3:
→ Entry emotion: [What copy must make them feel in lines 1-2]
→ Mechanism note: [Must copy differentiate the mechanism from past failed attempts?]
→ Identity frame: [Must copy confirm identity belonging or resolve identity threat?]
→ Proof type: [Which evidence format this audience trusts]
```
---
Reference: verification-attacks9.2 KB
## Reference: verification-attacks
#### What This Phase Produces
Evidence that the copy works — not an opinion that it works. The difference is structural:
evaluative checks ask "is this good?" and the model that produced the copy answers "yes."
Generative attacks require producing proof of quality that is independently verifiable.
A rubber stamp costs nothing. Generating evidence costs real cognitive work — and if the
evidence can't be generated, the copy fails.
#### The Standard
The audit should catch at least ONE issue. If it catches nothing, run more aggressively.
Copy that survives every attack below has earned its production status.
---
#### Attack 1 — Transplant Test
**What it requires:** Take the scroll-stopper and the hook (first two lines of the caption).
Try to run them verbatim for a direct competitor's product targeting the same audience.
**How to run it:**
1. Name a specific competitor in this category
2. Insert their brand/product name into the scroll-stopper and hook
3. Read it as if it appeared on their account
**Pass/Fail:**
- If the transplanted version would work for the competitor → **FAIL. The copy is generic.**
The scroll-stopper or hook is relying on category language, not brand-specific or
mechanism-specific language. Go back to Phase 3 (Positioning Synthesis) and sharpen
the mechanism differentiation.
- If the transplant breaks — if the specific language, mechanism reference, or identity
framing only makes sense for this brand/product — → **PASS.**
**Why this matters:** Generic copy converts for everyone, meaning it converts for no one
specifically. If a competitor could run this exact copy and it would work, you've done their
marketing for them while also doing yours. The only copy worth producing is copy that belongs
to this brand.
---
#### Attack 2 — Formula Element Naming
**What it requires:** Name the specific formula element each section of the copy is executing.
**How to run it:**
For every paragraph or structural section of the copy, name:
- Which formula is running (PAS, AIDA, BAB, FAB, Hybrid)
- Which specific element of that formula this section executes
(Problem / Agitate / Solution; or Before / After / Bridge; etc.)
- What constraint from the constraint set this section satisfies
**Pass/Fail:**
- If you can name the formula element for every section → **PASS.**
- If a section doesn't correspond to any formula element → **FAIL. Remove or rebuild it.**
Sections that "feel right" without a formula function are filler — they dilute the
structural integrity of the copy without adding persuasive force.
- If the formula element sequence doesn't match the locked formula → **FAIL. Restructure.**
A PAS that goes Problem → Solution → Agitate has lost the mechanic that makes PAS work.
**Why this matters:** Formula violations are often invisible until this test. Copy that
feels good on a read-through may have reorganized its elements in a way that breaks the
psychological sequence. The formula is not arbitrary structure — each element exists because
of what the previous element set up.
---
#### Attack 3 — Language Inventory Trace
**What it requires:** For every substantive word choice in the copy, either trace it to
the captured language inventory (Layer 7) or justify its inclusion.
**How to run it:**
1. Read the copy word by word
2. For every word that is NOT a function word (a, the, is, and, etc.) — ask:
Is this word in the captured language inventory? If not, is it derived from the
vocabulary register of the inventory?
3. Identify any words that come from marketing defaults rather than the segment's voice
(typical marketing defaults: "game-changing," "revolutionary," "powerful," "amazing,"
"transform," "unlock," "skyrocket," "journey")
**Pass/Fail:**
- If all substantive words trace to the inventory or the vocabulary register → **PASS.**
- If 3+ words are marketing defaults that don't appear in the inventory → **FAIL.**
These are the words that make copy feel like it was written "at" the audience rather
than for them. Replace with inventory language.
- If the vocabulary register is inconsistent (some lines sound like the segment, others
sound like a brand) → **FAIL. Rewrite for register consistency.**
**Why this matters:** Audiences recognize their own language immediately. Copy that uses
their words feels like it comes from inside their world. Copy that uses marketing language
feels like an ad. The language inventory isn't a stylistic preference — it is the mechanism
by which copy either passes or fails the "this person gets me" test in the first three seconds.
---
#### Attack 4 — Two-Part Story Test
**What it requires:** Read the scroll-stopper alone. Then read the caption/hook opening
alone. Test whether they form a complete two-part story or whether they duplicate, contradict,
or fail to connect.
**How to run it:**
1. Read the scroll-stopper aloud. Stop. Ask: Does this raise a question, create a gap,
or leave something unresolved?
2. Read the caption's first two lines. Ask: Do they resolve, extend, or complete what
the scroll-stopper raised?
3. Check for duplication: does the caption repeat information from the scroll-stopper?
**Pass/Fail:**
- If the scroll-stopper raises something and the caption opening resolves it → **PASS.**
- If reading the scroll-stopper alone is satisfying — complete thought, no open loop → **FAIL.**
A complete scroll-stopper removes the reason to read the caption. Rebuild with an open loop.
- If the caption opening repeats the scroll-stopper's information → **FAIL.**
Example: Scroll-stopper says "3 years to figure this out" / Caption opens "It took me
3 years to figure this out" — duplication collapses the two-part system into one. Rewrite
so each part carries new information.
- If the scroll-stopper and caption feel disconnected — like they were written separately → **FAIL.**
They should feel like the first and second sentence of the same thought.
**Why this matters:** The two-part story is the mechanism that earns attention after the
scroll stops. The scroll-stopper stops the thumb. The caption opening closes the gap the
scroll-stopper opened. If the gap isn't there, there's nothing to close. If the gap is
already closed, there's no reason to stay.
---
#### Attack 5 — Awareness Stage Alignment
**What it requires:** Read the copy as a member of the diagnosed awareness stage. Ask: does
the copy require knowledge this person doesn't have yet, or does it try to sell something
this person isn't ready to buy?
**How to run it:**
For the diagnosed awareness stage, test the alignment:
**If Unaware:** Does the copy mention the product or assume knowledge of the problem?
- A good Unaware-stage copy could be read without knowing what's being sold
- If "buy [product]" appears anywhere → misaligned. Remove or rebuild.
**If Problem-Aware:** Does the copy skip the agitation and jump to the solution?
- If the copy moves from naming the problem directly to "here's the answer [product]"
without agitation → too fast. Add agitation.
- Does the copy assume they're already searching for solutions? If yes → too fast.
**If Solution-Aware:** Does the copy explain the problem as if they don't already know it?
- Agitating a problem to a Solution-Aware audience is condescending — they've already
acknowledged the problem. Skip straight to mechanism differentiation.
**If Product-Aware:** Does the copy try to build awareness of the problem or category?
- Product-Aware audiences have already researched. Copy that explains the category insults
their intelligence. Go directly to "why this product for this specific situation."
**If Most-Aware:** Does the copy try to educate or persuade rather than activate?
- Most-Aware audiences don't need to be convinced. They need the last reason to say yes.
Copy that still agitates the problem is wasting their time.
**Pass/Fail:**
- If the copy matches the diagnosed awareness stage at every structural level → **PASS.**
- If any section assumes knowledge the diagnosed stage doesn't have → **FAIL.** Remove that
section.
- If the CTA asks for an action the diagnosed stage isn't ready for → **FAIL.** Reduce
CTA intensity.
---
#### Correction Protocol
When the user gives a correction after seeing output:
**Step 1: Diagnose the phase.** Which phase produced what the user is correcting?
- Copy feels generic → failure in Segment Intelligence (thin language inventory) or
Positioning Synthesis (mechanism not differentiated)
- Copy is misaligned with the audience → failure in Mode Gate (wrong awareness stage
diagnosed) or Segment Intelligence (wrong blocking belief or emotional baseline)
- Copy sounds like an ad → failure in language inventory (marketing defaults, not
segment language)
- Hook doesn't land → failure in hook construction (wrong emotional driver for entry state)
- CTA is wrong strength → Mode Gate needs updating (funnel position was wrong)
**Step 2: Fix immediately.** Rebuild the specific element from the phase that failed.
Don't adjust the wording. Don't polish. Rebuild from the constraint.
**Step 3: One sentence explanation.** What changed and what phase produced the fix.
**Never ask permission to fix what the user already identified as wrong.**
The correction is the instruction. Execute it.
James Pullins · Zone 2
Video Copy Optimizer
Three complete copy packages per platform, each from a genuinely different angle.
Reach for it when
YouTube long-form and Shorts
TikTok and Instagram Reels
LinkedIn video
Repurposing one recording across platforms
You give it
A transcript or captions, plus the platform you want optimized.
You get back
Titles, thumbnail text, hooks, descriptions, and hashtags. Three full packages so you can pick, rather than one take-it-or-leave-it answer.
It runs fresh research every time instead of reusing stored keyword lists, so give it a minute to work.
# Video Copy Optimizer
> Shareable markdown export of `video-copy-optimizer.skill` — exported 2026-08-25 from the MBAC Skills library.
>
> **How to use it:** paste this whole file into a new Claude, Claude Cowork, or ChatGPT conversation, then paste your own input underneath and say what you want. No install required. The `.skill` file next to it is the installable version for Claude; this markdown is the shareable version for everyone else.
**What it does:** Research-driven, multi-platform video copy optimization for YouTube (Long-Form + Shorts), TikTok, Instagram Reels, and LinkedIn. Creates psychologically optimized metadata packages through deep audience profiling, live keyword research, neuro-lexical word-level optimization, and platform-native construction. Outputs 3 complete packages per platform, each from a genuinely different strategic angle. Use when the user provides a video transcript or captions and wants optimized copy for any supported platform. Always conducts fresh research — never relies on templates or stored profiles. Optional DN/MWC branding integration.
**Included sections:** main instructions + 6 reference section(s).
---
Research-first, psychology-driven video copy optimization with neuro-lexical word-level control.
## Core Philosophy
Every optimization is unique. No static templates. No stored keyword lists. No pre-built audience profiles. Every decision — title word order, thumbnail text, hook beat structure, description architecture, hashtag selection — emerges from fresh research specific to this content, this viewer, this platform, this moment.
**Adaptive Intelligence Rule:** The skill must produce materially different outputs for different audiences, topics, and platforms. If two optimizations for different audiences could be swapped without anyone noticing, the process failed. Every decision point must branch based on research, not default to a familiar pattern.
**Waterfall Enrichment Principle:** Each phase answers specific questions whose answers become required inputs for the next phase. No phase can be skipped. No phase can operate without the outputs of the previous phase. This mirrors how elite marketing professionals actually work: you can't write a title until you know what words activate this audience, and you can't know what words activate this audience until you know who they are, and you can't know who they are until you understand what the content actually offers.
**Neuro-Lexical Principle:** Every word is a neurological decision. Specific words fire specific neural pathways in specific populations. Word ORDER affects cognitive processing speed, emotional activation, and retention. This isn't metaphor — it's how the brain processes language. The skill treats word selection and arrangement as a science applied across ALL components, not just titles.
**Anti-Contrast Framing Rule:** Copy must NEVER use the "Not X — it's Y" or "isn't X, it's Y" pattern. This structure ("The barrier isn't skill — it's exposure," "It's not about talent — it's about access") is the single most overused framing in content copy. It feels clever but it's a crutch that makes every package sound the same regardless of angle. Every time the copy wants to set up a contrast pair, it must find a direct assertion instead. Say what the thing IS, not what it isn't. "Exposure is the barrier" — not "The barrier isn't skill, it's exposure."
**Copy ≠ Transcript Rule:** Copy is ORIGINAL persuasion text. It is never a transcription, quotation, or paraphrase of what was said in the video. The transcript is source material — it tells you what the content contains so you can sell it. Copy sells the REASON TO WATCH, not the experience of watching. If the viewer reads the copy and already has the guest's key line, the copy stole from the video instead of selling it. Specific prohibitions: no direct quotes from the transcript in titles, descriptions, captions, or hooks. No "she said [exact quote]" constructions. The guest's words are the REWARD for clicking — the copy is the REASON to click.
---
## Before Starting: Load References
**Read ALL of the following before producing any output:**
1. [content-intelligence.md](#reference-content-intelligence) — Content analysis, archetype classification, emotional peak mapping
2. [strategic-synthesis.md](#reference-strategic-synthesis) — Persuasion model derivation, framework emergence, angle construction, lexical strategy
3. [platform-psychology-engine.md](#reference-platform-psychology-engine) — Platform-specific cognitive brain states, attention mechanics, and how they change copy decisions
4. [construction-protocol.md](#reference-construction-protocol) — Per-component construction with derivation chains, neuro-lexical word rules, and verification
5. [platform-specs.md](#reference-platform-specs) — Hardcoded component anatomy, purposes, format constraints, quality gates
**Determine platform(s):**
- If user specifies platform(s) → Use those
- If user doesn't specify → Ask which platform(s) they want optimized
- Process ONE platform at a time for quality. Complete all 3 packages for Platform A before starting Platform B.
**Determine branding:**
- If user mentions DN/Disruption Now or MWC/MidwestCon → Apply relevant branding
- If topic aligns with MWC 2026 tracks → Offer MWC integration
- If neither → No branding required (skip branding elements)
**Input requirements:**
- Primary input: Full transcript, captions, or detailed content description
- Optional: Guest name, episode number, specific angle preferences, target audience hints
- If transcript is provided: Extract everything from it. Don't ask the user to summarize their own content.
---
## Adaptive Workflow
This is NOT a linear checklist. It is a decision tree. Each phase produces reasoning outputs that ROUTE the next phase differently. All reasoning is INTERNAL — the user sees only the final optimized packages, not the synthesis documents.
### PHASE 1: Content Intelligence
**Question:** What do we actually have, and what makes it valuable?
Read **[content-intelligence.md](#reference-content-intelligence)** and execute the full content analysis:
- Extract the core argument or revelation (the single most valuable thing in this content)
- Map all entities present (people, companies, concepts, technologies — primary, secondary, tertiary)
- Classify the content archetype (transformation, revelation, narrative, analysis, commentary, evaluation, proof, engagement)
- Identify emotional peaks (specific timestamps or moments where energy/insight/tension is highest)
- Derive the transformation promise (what changes for the viewer after watching)
- Extract guest intelligence if applicable (who they are, why they matter to this audience, what authority they bring)
**Output:** A content intelligence packet that tells subsequent phases WHAT we're optimizing, what's MOST VALUABLE in it, and what PROMISE it makes.
**Routing:** The content archetype determines which viewer motivations to research. The transformation promise shapes the keyword strategy. The emotional peaks inform hook construction. The entity map feeds SEO and algorithm signals.
---
### PHASE 2: Segment Intelligence
**Question:** Who specifically are we talking to, what drives them, and what words activate their brain right now?
Using the content intelligence packet, execute the full profiling process:
- Identify the specific decision-maker (not "entrepreneurs" — "solo founders evaluating AI tools for their first hire replacement")
- Build the 6-layer psychographic profile from fresh research:
- Layer 1: Professional Identity (how they describe themselves)
- Layer 2: Motivation Architecture (what they're measured on, what success looks like)
- Layer 3: Fear & Pain Mapping (what they're worried about, what's failed before)
- Layer 4: Information Processing (how they evaluate, what triggers skepticism)
- Layer 5: Language & Discourse Patterns (their actual words — minimum 10 captured phrases)
- Layer 6: Current Emotional Baseline (dominant emotion about this topic right now)
- Produce a Segment Synthesis document
Then execute the full neuro-lexical language mining:
- Mine comment sections, forums, Reddit, LinkedIn for authentic viewer language (top 30-50 comments per source, not just top 10)
- Classify captured words into: in-group recognition triggers, dopamine words, urgency/threat words, sensory/concrete words
- Identify exhausted words for this segment (over-saturated terms that now trigger scroll-past)
- Assess shelf life of discovered trigger words (trending up, peaking, or declining)
- Research current neurologically active words for this segment (live, every run — these change constantly)
**Output:** A segment synthesis that tells subsequent phases WHO we're targeting, what DRIVES them, how they SPEAK, what they're SKEPTICAL of, and what SPECIFIC WORDS activate their brain right now.
**Routing:** The segment synthesis controls everything downstream. The fear architecture determines whether to lead with risk or aspiration. The trust profile determines proof type. The language capture becomes the raw material for all copy. The lexical intelligence governs word-level decisions across every component. If the synthesis is generic, everything downstream will be generic.
---
### PHASE 3: Market Intelligence
**Question:** What's the competitive landscape, and where are the opportunities?
Using both intelligence packets, execute platform-specific research:
- Execute live keyword research: seed extraction from content + viewer intelligence, autocomplete mining on target platform, question mining from forums/Reddit, semantic cluster construction, intent matching, AI search query optimization
- Execute competitive forensic analysis: classify competitors by authority tier, deconstruct word-level choices in top titles, identify pattern saturation at the structural level, map exploitable gaps at the strategy level
- Find trend intersections (is this topic touching something currently trending on this platform)
- Verify current algorithm priorities (what does this platform reward right now — not 6 months ago)
**Output:** A market intelligence packet with keyword clusters, competitive landscape, identified gaps, trend connections, and algorithm signal requirements.
**Routing:** The keyword clusters feed title and description construction. The gaps determine differentiation strategy. The trend intersections create timeliness hooks. The algorithm signals set minimum requirements for each component. The competitive analysis tells us what to AVOID (saturated approaches).
---
### PHASE 4: Strategic Synthesis
**Question:** Given everything we know, what's our approach?
Using ALL three intelligence packets, read **[strategic-synthesis.md](#reference-strategic-synthesis)** and derive:
- The psychological angle (from viewer driver × content archetype — not selected from a menu)
- The differentiation strategy (from competitive gaps × content's unique angle)
- The proof approach (from skepticism level × content's evidence)
- The voice (from captured language × content energy)
- The lexical strategy (from neurologically active words → mapped to specific components with arrangement rules)
- The framework (emerges from all the above — never picked from a catalog)
- **3 distinct strategic angles** for the 3 packages (genuinely different entry points, not word swaps)
**Output:** A strategic synthesis with three fully differentiated angle packages, each with its own psychological entry point, lexical strategy, and component-level plan.
**Routing:** Each angle becomes the control document for one complete package. The lexical strategy governs word-level decisions. The voice derivation controls register and vocabulary. The proof approach determines what evidence goes where.
---
### PHASE 5: Construction
**Question:** How do we build each component to fulfill its fixed purpose using this specific strategy?
Read **[construction-protocol.md](#reference-construction-protocol)**, **[platform-specs.md](#reference-platform-specs)**, and **[platform-psychology-engine.md](#reference-platform-psychology-engine)**.
Before building, consult the platform psychology engine to understand the COGNITIVE STATE of viewers on this specific platform — YouTube viewers are in intentional evaluation mode, TikTok viewers are in passive discovery mode, Instagram viewers are in curated aspiration mode. These brain states change what works at the copy level.
For the target platform, build ALL 3 packages. Each package includes every component for that platform (see platform-specs.md for component lists). The neuro-lexical word rules in **[construction-protocol.md](#reference-construction-protocol)** govern word-level decisions across ALL components.
**Construction order per package:**
1. Scroll-stopper (thumbnail text / cover text / caption first line for LinkedIn) — STOP the scroll
2. Click-trigger (title / caption first line) — TRIGGER the click
3. Commitment device (hook script / overlay sequence / caption body for LinkedIn) — COMMIT the viewer
4. Value container (description / caption body) — DEEPEN engagement
5. Algorithm signals (tags / hashtags) — SIGNAL the algorithm
6. File metadata (file name) — SUPPORT discoverability
Each component is BUILT from the strategic synthesis, not adapted from a template. The construction protocol specifies how to derive each component type from the strategy outputs.
---
### PHASE 6: Verification
**Question:** Does every component fulfill its purpose, and does the package work as a system?
This is a SILENT quality gate — the user never sees it. Before outputting, verify:
**Per-Component Checks:**
- Does the scroll-stopper create a pattern interrupt using the identified viewer driver?
- Does the click-trigger contain the primary keyword AND create a curiosity/promise gap?
- Does the commitment device prevent bounce in the critical window (15s long-form, 3s short-form)?
- Does the value container reward the reader with structured value AND keyword density?
- Do the algorithm signals correctly classify the content for the target platform?
**Neuro-Lexical Checks:**
- Is there at least ONE neurologically active trigger word per component?
- Are trigger words in first or last position (serial position optimization)?
- Are concrete words used instead of abstract where possible?
- Are exhausted words from the lexical intelligence absent from all copy?
- Does sentence rhythm vary (no monotonous patterns in descriptions/captions)?
**System Checks:**
- Do the scroll-stopper and click-trigger tell a two-part story (not redundant)?
- Does the hook fulfill the promise made by the click-trigger?
- Is the voice consistent across all components within a package?
- Are the 3 packages genuinely different angles (not word swaps)?
- Does ANY component use "Not X — it's Y" contrast framing? → REMOVE and replace with direct assertion
- Does ANY component quote, paraphrase, or reproduce language from the transcript? → REMOVE. Copy sells the reason to watch, never the content itself.
- Do all three titles share the same grammatical structure? → DIVERGE. Each title must use a different sentence pattern.
**Cross-Carousel Check (if multiple packages in conversation):**
- Could any two packages be confused for the same angle? → Differentiate further
- Does each package's scroll-stopper use a different psychological mechanism? → Required
If any check fails → fix before output. The user sees only the verified final packages.
---
## Output Format
For EACH platform requested, output 3 complete packages:
```
PLATFORM: [YouTube Long-Form / YouTube Shorts / TikTok / Instagram Reels / LinkedIn]
AUDIENCE: [Precise description from Segment Synthesis]
CONTENT: [One-line content summary]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PACKAGE 1
[All components for this platform — see platform-specs.md]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PACKAGE 2
[All components for this platform]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PACKAGE 3
[All components for this platform]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
```
Each package contains ONLY production-ready copy. All reasoning, strategic angle descriptions, psychological entry explanations, and internal analysis are INTERNAL — never shown to the user. No post-publish checklists, monitoring suggestions, or optimization advice. The output is copy the user can deploy, nothing else.
---
## The Only Test That Matters
After the packages are complete, ask one question:
**If I ran this exact process for a different audience on a different topic, would the output be materially different?**
If the answer is "I'm not sure" — the segment synthesis wasn't specific enough, the lexical strategy wasn't derived closely enough from live research, or the construction didn't apply the neuro-linguistic rules rigorously. Go back upstream. The problem is never at the copy level. It's always at the research level.
---
## DN/MWC Integration (When Applicable)
If the user requests Disruption Now or MidwestCon branding:
- **Disruption Now Podcast**: Include podcast-specific elements (episode number, "Disruption Now" in title, DN website in description, subscribe CTA)
- **MidwestCon 2026**: Connect content to relevant MWC track, include #MWC2026, reference September 8-11 2026 / Cincinnati. The connection must feel organic — the content LEADS TO the conference theme, not the other way around.
MWC 2026 Tracks:
- The Kinetic Enterprise (REBUILD)
- The Adaptive Workforce (REIMAGINE)
- The Governance of Trust (REDEFINE)
- The Founder's Frontier (DISRUPT)
---
## Reference: CHANGELOG
#### Files Modified
##### SKILL.md
- **Added** Anti-Contrast Framing Rule to Core Philosophy
- **Added** Copy ≠ Transcript Rule to Core Philosophy
- **Updated** description to include LinkedIn
- **Updated** output format: removed angle names, psychological entry explanations, 24-hour checklist
- **Updated** packages to plain "PACKAGE 1 / 2 / 3" — no labels
- **Updated** construction order to reflect Shorts thumbnail + LinkedIn components
- **Updated** verification phase: added contrast framing ban, transcript quote ban, structural divergence check
- **Updated** platform list to include LinkedIn
- **Strengthened** output boundary rule: "copy the user can deploy, nothing else"
##### platform-specs.md
- **Added** LinkedIn full platform spec (caption architecture, hashtags, quality gates)
- **Updated** YouTube Long-Form tags: 5-12 → 5-8
- **Updated** YouTube Shorts tags: 3-8 → 5-8
- **Replaced** YouTube Shorts Text Overlay Sequence → Thumbnail Text (static preview)
- **Updated** TikTok hashtags: reflects hard cap of 5 (platform-enforced since Aug 2025)
- **Updated** Instagram Reels hashtags: reflects hard cap of 5 (platform-enforced since Dec 2025)
- **Removed** TikTok Sound Reference component
- **Removed** 24-hour checklist mandate from cross-platform rules
- **Added** cross-platform rules: no advisory content, anti-contrast, copy≠transcript
- **Updated** Platform Tone Guide table to include LinkedIn
##### construction-protocol.md
- **Removed** entire 24-Hour Optimization Checklist section (all platforms)
- **Added** Output Boundary Rule (deployable copy only, no advice)
- **Updated** scroll-stopper mapping: Shorts → thumbnail text, added LinkedIn
- **Updated** click-trigger mapping: added LinkedIn
- **Updated** commitment device mapping: Shorts → hook script (not overlay), added LinkedIn
- **Updated** value container mapping: added LinkedIn
- **Updated** algorithm signals mapping: updated all hashtag/tag counts, added LinkedIn
- **Added** YouTube Shorts Hook Construction section (spoken hook + thumbnail)
- **Renamed** Short-Form Overlay to TikTok/Reels only (Shorts removed)
- **Added** LinkedIn Caption Construction section (5-layer architecture)
- **Updated** platform-specific tag formatting with current counts
- **Added** anti-contrast and copy≠transcript enforcement to LinkedIn section
##### strategic-synthesis.md
- **Added** Structure test to Angle Divergence Test (no shared grammatical patterns)
- **Added** Contrast framing ban to Angle Divergence Test
- **Added** 3 new checks to verification table: contrast framing, transcript quoting, structural monotony
##### content-intelligence.md
- **Updated** pull quote guidance → internal reference only, never for copy output
- **Updated** "Best peak for pull quote" → "Best peak for hook inspiration"
- **Removed** "pull quotes" from emotional peaks description and routing table
##### platform-psychology-engine.md
- **Added** LinkedIn: Evaluation Mode section (brain state, attention mechanics, copy implications, cognitive patterns)
- **Added** LinkedIn to all cross-platform constants (curiosity gaps, social proof, trust formation, algorithm rewards)
#### Research-Backed Updates
- YouTube Tags: 5-8 optimal (Ahrefs, YouTube Booster)
- YouTube Hashtags: 3-5 per video (Hollyland, Metricool)
- TikTok: Hard cap of 5 hashtags (MediaPost, Planoly — enforced Aug 2025)
- Instagram: Hard cap of 5 hashtags (Instagram official — enforced Dec 2025)
- LinkedIn: 3-5 hashtags optimal (Sprout Social, Hootsuite, Snovio Labs)
---
## Reference: construction-protocol
#### What This Phase Produces
Production-ready copy for every component of every package, built from the Strategic Synthesis using the Neuro-Lexical Engine's rules. Each component is CONSTRUCTED from specific inputs — not adapted from templates. The construction follows a derivation chain: Strategic Angle → Component Purpose → Neuro-Lexical Rules → Specific Copy.
#### Why It Exists
Even with perfect intelligence and strategy, copy can fail in construction. The gap between "I know what to say" and "I know how to say it, word by word, in the right order, for the right component" is where most optimization falls apart. This protocol bridges that gap with explicit construction processes for each component type.
---
#### Principle: Components Are a System
Every component in a package serves a fixed purpose (defined in platform-specs.md), but they must work TOGETHER as a system. Here's how the system flows:
```
[Scroll-stopper] → STOPS the thumb/eye → creates 0.3s of attention
↓
[Click-trigger] → CAPTURES that attention → creates curiosity/promise gap
↓
[Commitment device] → FULFILLS the promise partially → prevents bounce
↓
[Value container] → REWARDS the engagement → delivers value + navigation + CTA
↓
[Algorithm signals] → CLASSIFIES the content → ensures discoverability
```
Each component inherits the PSYCHOLOGICAL DIRECTION set by the one before it. The scroll-stopper and click-trigger tell a two-part story. The hook fulfills the title's promise. The description rewards what the hook started. Breaking this chain breaks the system.
##### The Two-Part Story Rule
The scroll-stopper (thumbnail/cover/frame 1) and the click-trigger (title/caption first line) MUST tell a two-part story:
- If the thumbnail says "I QUIT" → the title should say WHY or WHAT HAPPENED (not also "I quit my job")
- If the thumbnail text is the QUESTION → the title should be the HINT at the answer
- If the thumbnail text is the SHOCK → the title should be the CONTEXT
- If the thumbnail text is the NUMBER → the title should be the MEANING
They should NEVER duplicate information. Together they must create more curiosity than either could alone.
---
#### Component Type 1: Scroll-Stoppers
**Purpose:** STOP the scroll. Create a 0.3-1 second pattern interrupt that earns a moment of attention.
**What it is on each platform:**
- YouTube Long-Form: Thumbnail text overlay (≤5 words, part of thumbnail image)
- YouTube Shorts: Thumbnail text (≤5 words, appears on static preview in vertical feed)
- TikTok: Frame 1 text overlay (upper third, ≤4 words)
- Instagram Reels: Cover image text (≤5 words, legible at square crop)
- LinkedIn: Caption first line (~140 visible chars — this IS the scroll-stopper on LinkedIn since there's no visual text overlay)
##### Construction Process
**Step 1: Identify the mechanism from the viewer driver.**
From the Strategic Synthesis, what makes this specific viewer STOP scrolling?
- If their driver is FEAR/LOSS → The scroll-stopper should create a threat signal. Words that activate the amygdala: "WARNING," "MISTAKE," "DON'T," "STOP," "FAILING"
- If their driver is GAIN/ASPIRATION → The scroll-stopper should create a reward signal. Words that activate dopamine: "FREE," "SECRET," "$[number]," "BLUEPRINT," "RESULTS"
- If their driver is IDENTITY/BELONGING → The scroll-stopper should create a recognition signal. In-group words from the lexical inventory.
- If their driver is CURIOSITY → The scroll-stopper should create an information gap. Words that create open loops: "WHY," "HOW," "WHAT IF," "[Counter-intuitive claim]"
**Step 2: Cross-check competitive saturation.**
From Market Intelligence: What thumbnail/cover approaches are EVERYONE using? If every competitor uses shocked-face + red text saying "EXPOSED," that approach is saturated. Use a different mechanism even if it's psychologically strong.
**Step 3: Construct in ≤4-5 words.**
Using the assigned trigger word from the Lexical Strategy and the identified mechanism:
- First word: Pattern interrupt or recognition trigger
- Last word: Promise or curiosity hook
- Middle (if any): Context that connects first and last
Apply neuro-lexical rules:
- All words concrete (no abstract filler)
- Cognitive load = 1 concept maximum
- No exhausted words from the inventory
**Step 4: Verify complement with title.**
Read the scroll-stopper text, then the title. Together they should create more curiosity than either alone. If reading both gives the viewer all the information → they won't click. There must be an UNANSWERED ELEMENT that only watching resolves.
```
SCROLL-STOPPER CONSTRUCTION:
- Mechanism: [Threat / Reward / Recognition / Gap]
- Viewer driver match: [Which driver from synthesis this activates]
- Competitive differentiation: [How this differs from competitor approaches]
- Text: [2-5 words]
- Trigger word used: [Which word from lexical strategy]
- Two-part story check: [What question does this create that the title partially answers?]
```
---
#### Component Type 2: Click-Triggers
**Purpose:** TRIGGER the click. Convert the attention earned by the scroll-stopper into a decision to engage.
**What it is on each platform:**
- YouTube Long-Form: Title (≤60 chars, primary keyword in first 3-5 words)
- YouTube Shorts: Title (≤50 chars)
- TikTok: Caption first line (≤150 chars optimal for full text, first ~50 chars most critical)
- Instagram Reels: Caption first ~125 visible chars
- LinkedIn: Caption first ~140 visible chars (on LinkedIn, the scroll-stopper and click-trigger are the SAME component — the visible caption before "see more." The first line must do both jobs.)
##### Construction Process
**Step 1: Start with the primary keyword.**
From Market Intelligence, the primary keyword must appear in the first 3-5 words of the title. This is non-negotiable for SEO. The construction challenge is making this keyword placement feel natural, not forced.
Techniques:
- "[Keyword]: [Promise]" — keyword as label, promise as payoff
- "[Number] [Keyword] [Outcome]" — keyword embedded in a specific claim
- "[Entity] Reveals [Keyword] [Insight]" — keyword in an authority frame
- "Why [Keyword] [Surprising claim]" — keyword in a question/curiosity frame
**Step 2: Apply the strategic angle.**
From the Strategic Synthesis, this title must execute the specific psychological entry for this package's angle:
- Angle leads with TRANSFORMATION → Title structure: "[Before state] to [After state]" or "How [Entity] achieved [Result]"
- Angle leads with REVELATION → Title structure: "The [Hidden/Unknown thing] about [Topic]" or "What [Authority] revealed about [Topic]"
- Angle leads with AUTHORITY → Title structure: "[Guest Name]: [Their key claim]" or "[Credential] Explains [Topic]"
- Angle leads with DATA → Title structure: "[Specific number] [What it means]" or "[Statistic] [Implication]"
- Angle leads with URGENCY → Title structure: "Why [Topic] [Matters Now]" or "Before [Deadline/Change]: [What to do]"
- Angle leads with IDENTITY → Title structure: "For [Specific audience]: [Value]" or "Every [Role] Needs to Know [This]"
**Step 3: Inject differentiation.**
From the Differentiation Strategy, add the element that makes this title different from every competitor's:
- If differentiation is SPECIFICITY → Include the specific number, name, or mechanism
- If differentiation is AUTHORITY → Include the guest's name or credential
- If differentiation is RECENCY → Include the year or timeframe
- If differentiation is ANGLE → Make the unique perspective visible in the title itself
**Step 4: Calibrate to skepticism level.**
From the Proof Approach:
- High skepticism → Qualify claims. "Based on 200+ companies" vs "The ultimate guide"
- Medium skepticism → Balance promise with proof. "The 3-Step Method (That Saved 14 Companies)"
- Low skepticism → Bold claims acceptable. "This Will Change How You Think About AI"
**Step 5: Apply neuro-lexical rules.**
- First word: Highest-activation element (keyword, number, or trigger word)
- Last word: Motivational/emotional payload
- ≤2 trigger words from lexical strategy
- All words concrete (substitutions applied)
- Cognitive load ≤ 2 concepts
- No exhausted words
- Register matches captured language
**Step 6: Write in their voice.**
Read the captured phrases from the synthesis. Does the title sound like something that could appear in their LinkedIn feed? In the description of a conference session they'd attend? If the title uses words they'd never use → rewrite using their vocabulary.
```
CLICK-TRIGGER CONSTRUCTION:
- Primary keyword: [From market intelligence] — position: [Where in the title]
- Strategic angle execution: [How this angle's entry point shows up]
- Differentiation element: [What makes it different from competitors]
- Skepticism calibration: [Bold / Qualified / Proof-embedded]
- Neuro-lexical: First word = [X], Last word = [X], Trigger words = [X, X]
- Voice check: [Does it match captured language register?]
- Title: [Full title text]
- Character count: [Must be within platform limit]
```
---
#### Component Type 3: Commitment Devices
**Purpose:** COMMIT the viewer. Prevent bounce in the critical window (first 15 seconds for long-form, first 3 seconds for short-form).
**What it is on each platform:**
- YouTube Long-Form: Hook script (0-15 seconds, structured as OPEN → ESCALATE → BRIDGE)
- YouTube Shorts: Hook script (0-15 seconds, same structure as long-form but tighter — Shorts still have spoken hooks)
- TikTok: Text overlay sequence (frame 1 upper third, subsequent frames avoid bottom 20%)
- Instagram Reels: Text overlay sequence (avoid top 250px and bottom 250px)
- LinkedIn: Caption body paragraphs 2-3 (the expanded text that rewards the "see more" click — must immediately deliver on the hook's promise)
##### Long-Form Hook Construction (YouTube)
The hook must fulfill the title's promise within 15 seconds or the viewer bounces.
**Beat 1: OPEN (0-3 seconds)**
- Job: Establish relevance. The viewer needs to know in 3 seconds that this video is for THEM.
- Construction: Start with a statement that mirrors the viewer's current state (from Emotional Baseline). Use their language. If the viewer is frustrated → validate the frustration. If curious → acknowledge the curiosity. If anxious → name the anxiety.
- Neuro-lexical: First spoken word should be an in-group recognition word or a concrete noun. NOT "Hey guys" or "So" or "Today we're going to."
**Beat 2: ESCALATE (3-8 seconds)**
- Job: Raise the stakes. The viewer needs to understand what's at risk or what's available.
- Construction: Introduce the core argument's TENSION. This is the gap between what the viewer currently knows/does and what the content reveals. Use the emotional peak identified in Content Intelligence.
- Neuro-lexical: This beat gets the urgency or threat trigger word. The stakes must be concrete — "73% of companies fail at this" not "many companies struggle."
**Beat 3: BRIDGE (8-15 seconds)**
- Job: Promise the payoff. The viewer needs to know that STAYING will be worth their time.
- Construction: Preview the value without giving it away. "In this conversation, [guest] breaks down the exact [method/framework/approach] that..." This is the bridge between hook and content.
- Neuro-lexical: This beat gets the promise or reward trigger word. The bridge must be specific enough to be credible but incomplete enough to require watching.
```
HOOK SCRIPT:
Beat 1 (0-3s): [Exact script — OPEN]
Beat 2 (3-8s): [Exact script — ESCALATE]
Beat 3 (8-15s): [Exact script — BRIDGE]
Trigger words used: [Which words, which beats]
Voice match: [Does it sound like the viewer's captured language?]
Title fulfillment: [Does the hook begin delivering what the title promised?]
```
##### YouTube Shorts Hook Construction
YouTube Shorts get a SPOKEN HOOK (same structure as long-form but compressed) plus a THUMBNAIL TEXT (static preview). Shorts do NOT use text overlay sequences — they use spoken hooks like long-form but tighter.
**The Shorts hook follows the same OPEN → ESCALATE → BRIDGE structure as long-form** but compressed to match the shorter format. Apply the same construction rules from the Long-Form Hook section above.
**The Shorts thumbnail text follows the same construction rules as the YouTube Long-Form thumbnail** (see Scroll-Stoppers section above) — ≤5 words, complement the title, create the two-part story.
##### Short-Form Overlay Construction (TikTok/Reels)
TikTok and Instagram Reels commitment devices are TEXT ON SCREEN, not spoken hooks. Different rules apply.
**Frame 1: INTERRUPT (0-1 second)**
- Job: Stop the scroll AND establish topic in one frame.
- Construction: ≤4 words. The strongest trigger word from the lexical strategy. Must be readable in under 1 second.
- Platform placement: TikTok upper third, Reels center avoiding top/bottom 250px
**Frames 2-4: VALUE BEATS (1-5 seconds)**
- Job: Deliver value information in digestible beats.
- Construction: Each frame = 1 concept, 2-4 words. Progressive revelation — each frame builds on the last.
- Pacing: ~2 words per second reading speed. New frame every 1.5-2 seconds.
**Frame 5+: PAYOFF or LOOP**
- Job: Either deliver the final value beat or create a loop (for completion rate optimization).
- For payoff: The strongest insight or takeaway in ≤4 words
- For loop: Return to a visual/verbal element from Frame 1 (creates replay impulse)
```
OVERLAY SEQUENCE:
Frame 1 (0-1s): [Text] — [Position on screen]
Frame 2 (1-2.5s): [Text] — [Position]
Frame 3 (2.5-4s): [Text] — [Position]
Frame 4 (4-5.5s): [Text] — [Position]
[Continue as needed]
Loop/Payoff: [Which approach and why]
Trigger distribution: [Which trigger word in which frame]
```
---
#### Component Type 4: Value Containers
**Purpose:** DEEPEN engagement. Reward the viewer with value, navigation, proof, and a path to action.
**What it is on each platform:**
- YouTube Long-Form: Description (≥250 words, structured with timestamps, guest info, resources, Q&A)
- YouTube Shorts: Description (100-300 chars + #Shorts)
- TikTok: Caption body (up to 2,200 chars, though shorter is typically stronger)
- Instagram Reels: Caption body (up to 2,200 chars, first ~125 visible)
- LinkedIn: Caption body (up to 3,000 chars total — the full post including hook, value architecture, guest info, CTA, and hashtags)
##### YouTube Long-Form Description Construction
This is the most complex component. It serves multiple functions simultaneously:
**Layer 1: Hook (first 2-3 lines, visible before "Show more")**
- This is the SECOND title. Many viewers read the description preview before deciding to watch.
- Construction: Expand on the title's promise with specific detail. Answer the question the title raises.
- Neuro-lexical: Apply serial position to the first sentence. Concrete words. Sentence rhythm: short-long or question-answer.
**Layer 2: Value Architecture (visible after "Show more")**
- Timestamps with descriptive labels (not just "Introduction" — "Why 73% of AI pilots fail in 90 days")
- Each timestamp label should contain a secondary keyword and promise a specific insight
- Timestamps double as a table of contents AND a keyword embedding opportunity
**Layer 3: Guest/Authority Section (if applicable)**
- Guest bio focused on WHY THEY MATTER for this specific topic
- Credentials relevant to this content (not their entire resume)
- Links to guest's relevant work
- This section serves as authority proof for skeptical viewers AND entity SEO
**Layer 4: Resource Section**
- Links mentioned in the video
- Related content recommendations
- Tools, books, frameworks discussed
- Each resource link is a keyword embedding opportunity
**Layer 5: Q&A Optimization**
- 2-3 questions the content answers, phrased as viewers would search or ask an AI
- Brief answers that reference specific parts of the content
- These capture "People also ask" and AI search recommendation signals
**Layer 6: CTA Section**
- Subscribe CTA with specific value proposition (not "subscribe for more" — "subscribe for weekly AI implementation breakdowns")
- Social media links if applicable
- DN/MWC integration if applicable
**Layer 7: Keyword Architecture (invisible to viewer, visible to algorithm)**
- Ensure primary keyword appears 3-5 times naturally throughout
- Each secondary keyword appears 1-2 times
- Entity keywords appear where contextually relevant
- NO keyword stuffing — every keyword appearance must serve the viewer AND the algorithm
```
DESCRIPTION CONSTRUCTION:
Layer 1 (Hook): [First 2-3 lines]
Layer 2 (Timestamps): [Descriptive timestamps with keywords]
Layer 3 (Authority): [Guest/source section]
Layer 4 (Resources): [Links and references]
Layer 5 (Q&A): [AI-optimized questions and answers]
Layer 6 (CTA): [Specific, value-driven call to action]
Keyword density: Primary [X times], Secondary [X each], Entity [X each]
Sentence rhythm: [Varies — long-short, question-answer patterns present]
```
##### Short-Form Caption Construction (Shorts/TikTok/Reels)
Short-form captions serve fewer functions but in tighter space. Each platform's caption has a SPECIFIC JOB:
- **YouTube Shorts description:** Algorithm classification + hashtag delivery. Viewers rarely read Shorts descriptions. Keep it to a value statement + guest info + hashtags. Don't waste space on persuasion — the title and thumbnail already did that job.
- **TikTok caption:** The first ~50 visible characters ARE the hook for viewers who read before watching. The rest (behind "more") is for keyword density and hashtag placement. TikTok's algorithm reads captions for keyword signals, so keyword-rich natural language matters.
- **Instagram Reels caption:** First ~125 visible characters are the hook. The expanded body rewards the "see more" click with value architecture. Instagram's algorithm weights saves and shares — copy should feel reference-worthy, not disposable.
**Structure:**
- First line: Expand on the thumbnail/cover's promise or add context. This is the visible line.
- Body: Brief value add — what the viewer gains, social proof, or a conversation starter
- Hashtags/tags: Placed according to platform convention
- CTA: If applicable, keep it to one action
**Neuro-lexical for short captions:**
- Every sentence should contain a concrete word
- No sentence longer than ~15 words
- First sentence: Serial position optimized
- If there's room for only ONE sentence: Make it the title of an insight, not a summary of the video
##### LinkedIn Caption Construction
LinkedIn captions are the MOST COMPLEX short-form component. The caption IS the entire post — there's no separate title, thumbnail text, or description. It must do the work of scroll-stopper, click-trigger, commitment device, and value container in one continuous piece.
**Layer 1 (Hook — first ~140 chars, visible before "see more"):**
- This is simultaneously the scroll-stopper AND click-trigger
- Must be a standalone statement that creates enough tension/curiosity to earn the "see more" click
- NOT a summary. NOT a question. A declarative statement that makes the reader need to know more.
- Neuro-lexical: First word = highest-activation element. Last word = emotional payload. Concrete nouns only.
**Layer 2 (Value body — expanded view):**
- Build the argument for why this content matters. Establish stakes. Create the case for watching.
- Short paragraphs (1-3 sentences). Single-sentence paragraphs for emphasis. White space as a tool.
- Use the viewer's language from segment synthesis.
- Each paragraph must advance the argument — no filler, no repetition.
- LinkedIn's algorithm rewards comments over likes. Write copy that invites response.
**Layer 3 (Guest/authority — if applicable):**
- Who this person is and why they matter for THIS topic
- Social links to guest's LinkedIn, X, IG, website
- Positioned after the value body, before CTA
**Layer 4 (CTA):**
- One clear action: "Watch the full conversation above" or equivalent
- Don't stack multiple CTAs. One action, clearly stated.
**Layer 5 (Hashtags):**
- 3-5 hashtags in PascalCase at the bottom
- Never in the hook area — hashtags in the first line damage the scroll-stopping power
**Anti-contrast enforcement:** LinkedIn copy is especially prone to "Not X — it's Y" framing because the platform rewards thought leadership positioning. Resist this. Direct assertions are stronger and more distinctive.
**Copy ≠ transcript enforcement:** LinkedIn audiences are the most likely to feel cheated if they read the guest's key insight in the post and then watch a video that delivers the same line. The post must sell the REASON to watch without giving away the REWARD of watching.
---
#### Component Type 5: Algorithm Signals
**Purpose:** SIGNAL the algorithm. Ensure the platform's recommendation system correctly classifies and distributes this content.
**What it is on each platform:**
- YouTube Long-Form: Tags (5-8, first = exact primary keyword)
- YouTube Shorts: Tags (5-8, include "Shorts" and primary keyword)
- TikTok: Hashtags (exactly 5 — platform hard cap — mix of niche + broad)
- Instagram Reels: Hashtags (exactly 5 — platform hard cap — niche-specific, in caption)
- LinkedIn: Hashtags (3-5, PascalCase, at bottom of caption)
##### Construction Process
**Step 1: Build from keyword clusters.**
Using Market Intelligence keyword clusters:
- Primary keyword → First tag/most prominent hashtag
- Secondary keywords → Next 2-3 tags/hashtags
- Entity keywords → Next 2-3 tags (guest name, company, tool names)
- Long-tail keywords → Remaining tags (exact phrases people search)
**Step 2: Platform-specific formatting.**
- YouTube tags: No #, just comma-separated terms. First tag = exact primary keyword. Include variations (singular/plural, with/without "the"). 5-8 tags within 500 char limit.
- TikTok hashtags: Exactly 5 (platform hard cap). Mix: 2 broad/trending + 3 niche/content-specific. Every hashtag must accurately describe the video content.
- Instagram hashtags: Exactly 5 (platform hard cap). All niche-specific. In caption at the end.
- LinkedIn hashtags: 3-5 in PascalCase. At bottom of caption. Mix of 1-2 broad industry + 2-3 niche topic.
**Step 3: Trend hashtag integration (if applicable).**
From Trend Intelligence: If a genuine trend intersection exists, include the trend's hashtag. But ONLY if the connection is real — algorithm systems penalize misleading hashtags.
---
#### Component Type 6: File Metadata
**Purpose:** SUPPORT discoverability through file-level signals.
##### YouTube File Name Construction
Format: `primary-keyword-entity-name.mp4` (or `-shorts.mp4` for Shorts)
The file name is a minor but real SEO signal. Use the primary keyword and most important entity name. Separate words with hyphens. No spaces, no special characters.
Example: `ai-implementation-failures-brandon-knight.mp4`
---
#### Output Boundary Rule
The construction protocol produces ONLY deployable copy. No post-publish monitoring checklists, optimization suggestions, or advisory content. If it can't be pasted into a platform's upload interface, it doesn't belong in the output.
---
## Reference: content-intelligence
#### What This Phase Produces
A complete analysis of the content's structure, value, entities, emotional landscape, and transformation promise — extracted from the transcript or description, not assumed from the topic. This packet tells every subsequent phase WHAT we're optimizing and WHERE the value lives.
#### Why It Exists
Most copy optimization starts with the topic: "This is a video about AI." That produces generic copy. This phase starts with the SPECIFIC content: "This is a video where a former Google engineer reveals that 73% of enterprise AI pilots fail because companies skip the judgment training step, and the guest has personally rescued 14 failed implementations." That produces copy that can only belong to THIS video.
---
#### Step 1: Core Argument Extraction
**Do NOT summarize the video.** Extract the single most valuable argument, revelation, or insight. This is the thing that, if you could only communicate ONE idea to the viewer, would make them watch.
##### 1.1 The Extraction Process
Read the full transcript. Then answer:
- **What does the viewer KNOW after watching that they didn't know before?** (The knowledge delta)
- **What can the viewer DO after watching that they couldn't do before?** (The capability delta)
- **What does the viewer BELIEVE differently after watching?** (The perspective delta)
At least one of these will be strong. That's your core argument.
##### 1.2 The Specificity Test
State the core argument in one sentence. Then test it:
- Could this sentence describe a DIFFERENT video on the same topic? → Too generic. Add the specific mechanism, data point, or example that makes THIS content unique.
- Does the sentence contain a specific number, name, timeframe, or mechanism? → Good. Specificity is what separates "AI is changing business" from "73% of AI pilots fail in the first 90 days — here's the pattern."
- Does the sentence make a promise the content actually delivers? → Essential. Never promise what the content doesn't contain.
```
CORE ARGUMENT:
- Knowledge delta: [What they learn — specific]
- Capability delta: [What they can do — specific]
- Perspective delta: [What they see differently — specific]
- One-sentence core argument: [The single most valuable thing, stated specifically]
- Specificity elements: [Numbers, names, mechanisms, timeframes present]
```
---
#### Step 2: Entity Mapping
Every person, company, concept, technology, and framework mentioned in the content is a potential SEO signal, authority marker, and audience hook. Map them by importance.
##### 2.1 Primary Entities (appear in title/tags, drive the click)
These are the entities the target audience would SEARCH for. They go in titles, tags, descriptions, and file names.
- **People**: The guest, any named experts, researchers cited
- **Companies/Organizations**: Employers, case studies, institutions mentioned
- **Concepts**: The main topic, methodology, framework introduced
- **Technologies**: Specific tools, platforms, software discussed
##### 2.2 Secondary Entities (appear in descriptions/tags, deepen relevance)
These are entities that ADD context but aren't the primary draw:
- Other people mentioned in passing
- Related companies or competitors discussed
- Supporting concepts or adjacent topics
- Tools mentioned but not deeply covered
##### 2.3 Tertiary Entities (appear only in description depth, catch long-tail searches)
These are entities that appeared briefly but could match specific search queries:
- Statistics sources
- Books, papers, or reports cited
- Historical references
- Geographic locations mentioned
```
ENTITY MAP:
Primary: [List with role — e.g., "Brandon Knight (Guest, VP at Zoom, AI strategy expert)"]
Secondary: [List with context]
Tertiary: [List with search potential]
```
---
#### Step 3: Content Archetype Classification
Every piece of content has a dominant archetype that determines how it should be positioned. The archetype is NOT the topic — it's the STRUCTURE of how value is delivered.
##### Available Archetypes
**Transformation**: Content shows a before/after. Someone or something changed, and the viewer can learn how.
- Position as: "Here's how X became Y" or "The method that changed Z"
- Viewer motivation: They want the same transformation
- Best proof: The transformation evidence itself
**Revelation**: Content exposes something hidden, counterintuitive, or not widely known.
- Position as: "What they don't tell you about X" or "The hidden pattern behind Y"
- Viewer motivation: They want insider knowledge
- Best proof: The surprising data or evidence
**Narrative**: Content follows a story — a journey, a case study, an experience.
- Position as: "How [character] went from A to B" or "The story of X"
- Viewer motivation: They want to see how it plays out
- Best proof: The story's specificity and emotional resonance
**Analysis**: Content breaks down a complex topic into understandable parts.
- Position as: "X explained" or "Breaking down Y" or "Why Z works"
- Viewer motivation: They want to understand something they currently don't
- Best proof: Clarity and depth of the breakdown
**Commentary**: Content offers perspective on current events, trends, or cultural moments.
- Position as: "Why X matters" or "What Y means for Z"
- Viewer motivation: They want a trusted perspective to orient their own thinking
- Best proof: The uniqueness and reasoning quality of the perspective
**Evaluation**: Content reviews, compares, or assesses options.
- Position as: "X vs Y" or "Is Z worth it?" or "The best A for B"
- Viewer motivation: They're deciding between options
- Best proof: Thoroughness and fairness of the evaluation
**Proof**: Content demonstrates something working — a tutorial, walkthrough, or live example.
- Position as: "Watch me do X" or "X in action" or "Step-by-step Y"
- Viewer motivation: They want to see it work before trying it themselves
- Best proof: The demonstration itself
**Engagement**: Content is primarily conversational — interviews, debates, roundtables.
- Position as: "[Guest] on X" or "[Guest] reveals Y" or "The conversation about Z"
- Viewer motivation: They want to hear from this specific person or about this specific exchange
- Best proof: The guest's authority or the conversation's energy
##### Classification Process
1. Read the transcript and identify which archetype DOMINATES (most content will touch multiple, but one drives the structure)
2. Identify the secondary archetype (what's the support structure?)
3. Document how the archetype shapes positioning
```
CONTENT ARCHETYPE:
- Primary: [Archetype] — because [evidence from transcript]
- Secondary: [Archetype] — because [evidence from transcript]
- Positioning implication: [How this archetype should be framed for the viewer]
- Viewer motivation match: [What the viewer is seeking when they click]
- Best proof type: [What evidence from the content is most compelling]
```
---
#### Step 4: Emotional Peak Mapping
Every piece of content has moments of higher and lower emotional energy. The peaks are where the most valuable clips and hook inspiration live. The valleys are where viewers drop off.
##### 4.1 Identifying Peaks
Scan the transcript for:
- **Surprise moments**: Where new information contradicts expectations
- **Tension moments**: Where conflict, disagreement, or stakes are highest
- **Aha moments**: Where complex ideas click into clarity
- **Vulnerability moments**: Where the speaker gets personal or honest
- **Energy spikes**: Where the speaker's passion, humor, or intensity rises noticeably
- **Data drops**: Where specific numbers, statistics, or evidence land
##### 4.2 Mapping to Components
Each peak has a purpose in the optimization:
- The HIGHEST peak → potential hook content (first 15 seconds should tease or deliver this)
- The most SURPRISING peak → potential thumbnail/title angle (the thing that creates curiosity gap)
- The most QUOTABLE peak → internal reference for understanding the content's strongest moment (NEVER reproduce this quote in copy — the guest's words are the viewer's reward, not copy material)
- The most EMOTIONAL peak → potential short-form clip angle (TikTok/Reels/Shorts)
```
EMOTIONAL PEAKS:
1. [Timestamp/location] — [Type: surprise/tension/aha/vulnerability/energy/data] — [Verbatim quote or description]
→ Component use: [Where this peak should appear in the optimization]
2. [Continue for all significant peaks — aim for 3-6]
PEAK HIERARCHY:
- Highest peak for hook: [Which peak and why]
- Best peak for curiosity gap: [Which peak and why]
- Best peak for hook inspiration: [Which peak and why — use the ENERGY of this moment to inform copy, never quote it directly]
- Best peak for short-form: [Which peak and why — if applicable]
```
---
#### Step 5: Transformation Promise Derivation
The transformation promise is what the viewer gets in exchange for their time. It's the answer to: "Why should I watch this instead of the 500 other videos on this topic?"
##### 5.1 The Promise Hierarchy
From strongest to weakest:
1. **Outcome promise**: "After watching, you will be able to [specific action]" — Most powerful for proof/transformation archetypes
2. **Knowledge promise**: "After watching, you will understand [specific insight]" — Most powerful for analysis/revelation archetypes
3. **Perspective promise**: "After watching, you will see [topic] differently" — Most powerful for commentary/narrative archetypes
4. **Experience promise**: "Watching this will make you feel [specific emotion]" — Most powerful for engagement/narrative archetypes
##### 5.2 Promise Construction
From the core argument and archetype, construct the promise:
- What SPECIFICALLY does the viewer get? (Not "learn about AI" — "learn the 3-step framework that rescued 14 failed AI implementations")
- Is the promise UNIQUE to this content? (Could another video on the same topic make the same promise? If yes, narrow further)
- Is the promise DELIVERABLE? (Does the content actually deliver this? Never overpromise)
- Is the promise DESIRABLE to the target audience? (This connects to the segment synthesis — the promise must speak to what THEY want)
```
TRANSFORMATION PROMISE:
- Promise type: [Outcome / Knowledge / Perspective / Experience]
- Specific promise: [One sentence — what the viewer gets]
- Uniqueness: [What makes this promise unique to THIS content]
- Delivery check: [Where in the content is the promise fulfilled]
- Desirability hypothesis: [Why the target audience would want this — to be verified in Phase 2]
```
---
#### Step 6: Guest Intelligence (If Applicable)
If the content features a guest, their identity is a major optimization lever. People search for people.
##### 6.1 Guest Authority Mapping
- **Who are they?** (Current title, company, notable achievements)
- **Why should the viewer care?** (What makes them worth listening to on THIS topic — not their general bio)
- **What's their searchable identity?** (How do people search for them? Full name? Company + role? Known for what?)
- **What audience do they bring?** (Their followers/audience may differ from the channel's audience — this creates cross-pollination opportunity)
##### 6.2 Guest Entity Strategy
- **Title inclusion**: Should the guest's name be in the title? (Yes if they're more searchable than the topic. No if the topic is more searchable than they are.)
- **Description positioning**: Guest bio should appear early in description if they bring authority. Later if the topic is the draw.
- **Tag strategy**: Include guest name, company, and associated topics as tags
- **Thumbnail strategy**: If the guest is recognizable to the target audience, their face may be the strongest scroll-stopper
```
GUEST INTELLIGENCE:
- Name: [Full name as commonly searched]
- Authority: [Why they matter for THIS topic specifically]
- Searchability: [High/Medium/Low — how often is this person searched?]
- Audience overlap: [Does their audience match or extend the channel's audience?]
- Title strategy: [Name in title: yes/no and why]
- Description strategy: [Bio position: early/mid/late and why]
- Thumbnail strategy: [Face inclusion: yes/no and why]
```
---
#### Content Intelligence Output
At this point you should have:
- The single most valuable argument/insight in the content (stated specifically, not generically)
- A complete entity map (primary, secondary, tertiary) for SEO and authority signaling
- The content archetype (which determines positioning and proof strategy)
- Emotional peaks mapped to component uses (which moments go where)
- A transformation promise (what the viewer gets, stated uniquely and specifically)
- Guest intelligence if applicable (who they are, why they matter, how to leverage them)
**This packet feeds Phase 2 (Segment Intelligence).** The content archetype shapes which viewer motivations to research. The transformation promise creates a hypothesis about who would want this. The entity map provides research starting points for keyword and competitive analysis.
##### Verification Before Proceeding
| Question | If you can't answer specifically → More analysis needed |
|----------|--------------------------------------------------------|
| Could the core argument describe a different video? | Too generic — find the specific mechanism/data/example |
| Does the entity map include specific, searchable names? | Missing SEO opportunities — re-scan transcript |
| Is the archetype classification supported by transcript evidence? | You're guessing — cite specific moments |
| Are emotional peaks tied to specific moments, not general impressions? | Too vague — locate exact timestamps/quotes |
| Does the transformation promise pass the uniqueness test? | Not differentiated enough — narrow further |
---
#### How This Feeds Downstream
| Content Intelligence Element | Where It Goes | What It Controls |
|------------------------------|---------------|------------------|
| Core Argument | Strategic Synthesis | The central promise all 3 packages must deliver |
| Entity Map | Market Intelligence, Tags, Description | SEO keyword foundation, authority signals |
| Content Archetype | Segment Intelligence, Strategic Synthesis | Which viewer motivations to research, positioning strategy |
| Emotional Peaks | Construction Protocol | Hook content, thumbnail angles, copy energy |
| Transformation Promise | Title/Caption construction | The curiosity gap or promise that triggers the click |
| Guest Intelligence | All components | Name placement, authority leveraging, cross-pollination |
---
## Reference: platform-psychology-engine
WHY viewers on each platform think differently — and how those cognitive differences determine every copy decision. This is not about format constraints (those are in platform-specs.md). This is about the BRAIN STATE the viewer is in when they encounter your content on each platform, and how that brain state changes what works.
---
#### The Core Principle: Same Person, Different Brain
The same human being operates in fundamentally different cognitive modes depending on which platform they're using. A VP of Engineering scrolling TikTok at 11pm is neurologically different from the same VP searching YouTube at 2pm. Their attention span, trust threshold, decision speed, language processing, and action triggers all shift based on platform context.
Copy that ignores this produces "adapted" content — YouTube copy shortened for TikTok, Instagram captions pasted from YouTube descriptions. Adapted content underperforms native content because it's speaking to the wrong brain state.
---
#### YouTube Long-Form: The Intentional Brain
##### Cognitive State: Directed Search + Committed Viewing
The YouTube long-form viewer has made a DELIBERATE CHOICE to be here. They either:
- **Searched for something specific**: They typed a query, evaluated results, and chose your video. This is HIGH-INTENT behavior. Their brain is in evaluation mode — scanning titles and thumbnails to find the BEST match for their need.
- **Selected from recommended**: The algorithm surfaced your video alongside others. They evaluated multiple options and chose yours. Still intentional, but the evaluation is comparative rather than search-driven.
- **Followed from a subscription**: They actively subscribed and chose to watch. Lowest evaluation threshold — they already trust the source.
##### What This Means for Copy
**Title psychology**: The YouTube long-form title is evaluated, not glanced. The viewer reads it fully (unless it's too long for mobile). They compare it against other titles. They're asking: "Will this be worth 10-30 minutes of my time?" The title must answer this question through:
- Specificity (vague promises lose to specific ones)
- Credibility (the claim must be believable for this audience's skepticism level)
- Completeness signaling (the viewer wants to know they won't need to watch 5 other videos after this one)
**Thumbnail psychology**: YouTube thumbnails appear in a GRID alongside competitors. The viewer's eye scans multiple thumbnails simultaneously. The brain uses peripheral vision to detect pattern interrupts before focused attention engages. Thumbnails that match the visual pattern of surrounding thumbnails become invisible. Thumbnails that break the pattern get focused attention — but must then justify that attention in < 1 second.
**Hook psychology**: The viewer has ALREADY committed to clicking — the hook's job is not to attract (the title did that) but to VALIDATE the click decision and create commitment to watch further. The brain is asking: "Did I make the right choice?" in the first 3-5 seconds. If the hook confirms the title's promise with added specificity, the viewer relaxes into watching. If the hook feels generic or different from what the title promised, the viewer's brain registers "bait and switch" and they bounce.
**Description psychology**: YouTube descriptions are read in two contexts:
1. **Before clicking (search results)**: Only the first 2 lines visible. Functions as a secondary title — must validate the title's promise with additional specificity.
2. **After clicking (below the video)**: Read by engaged viewers seeking more — links, chapters, resources, context. Functions as a value extension.
The description psychology is SPLIT — the top serves evaluation, the body serves engagement.
##### Decision Timeline
| Moment | Duration | Brain Activity | Copy Component Responsible |
|--------|----------|---------------|---------------------------|
| Thumbnail scan | 0.3-0.8s | Pattern interrupt detection | Thumbnail text |
| Title evaluation | 1-3s | Value assessment, comparison | Title |
| Click decision | 0.5-1s | Risk/reward calculation | Thumbnail + title system |
| Hook evaluation | 3-8s | Click validation, commitment decision | Hook script |
| Stay/leave decision | 8-15s | "Is this worth my time?" | Hook promise + early content quality |
| Active watching | 15s+ | Engagement, learning, emotional response | Content itself |
##### Retention Curve Psychology
YouTube long-form has a characteristic retention curve:
- **0-30s cliff**: The steepest drop. Viewers who feel the hook didn't match the title leave immediately. The hook's job is to minimize this cliff.
- **Mid-video plateau**: Engaged viewers settle into a steady state. Drops here come from pacing problems (too slow, too repetitive). Chapter titles in the description help by setting expectations for what's coming.
- **End-of-video drop**: Natural. But a strong CTA placed 30-60 seconds before the end (NOT in the last 10 seconds, when most have already left) captures more action.
**Copy implication**: The hook script must be constructed to specifically address the 0-30s cliff. Every beat of the hook exists to prevent one type of bounce:
- Beat 1 (0-3s): Prevents "wrong video" bounce — confirms the topic
- Beat 2 (3-8s): Prevents "heard this before" bounce — introduces what's different
- Beat 3 (8-15s): Prevents "not worth my time" bounce — previews the payoff
---
#### YouTube Shorts: The Split-Attention Brain
##### Cognitive State: Passive Discovery + Rapid Evaluation
YouTube Shorts viewers are in the SHORTS FEED — a vertical scroll of short videos. This is fundamentally different from long-form YouTube:
- They did NOT search for this content
- They are NOT comparing options
- They are SWIPING through a feed, giving each video 0.5-2 seconds to earn attention
- Their brain is in AUTOMATIC PROCESSING MODE — the conscious mind is barely engaged. The thumb swipes on autopilot. Only a strong enough signal interrupts the automatic pattern.
##### What This Means for Copy
**Frame 1 overlay psychology**: This IS the entire hook. The viewer decides stay or swipe in 0.5 seconds based almost entirely on the first frame. The brain processes this frame PRE-CONSCIOUSLY — the decision to stay happens before the viewer is aware they've made it. This means:
- The overlay must activate the fastest neural pathway: visual recognition
- Words must be concrete, large, high-contrast
- In-group recognition words are the most effective Frame 1 element because they process fastest (the brain recognizes "in-group" before it consciously reads the word)
- Questions are effective because the brain cannot leave a question unprocessed — it forces a micro-pause that interrupts the swipe pattern
**Title psychology**: Shorts titles are SECONDARY. Most viewers never see them — they're watching in the feed, not in search results. Shorts titles serve the ALGORITHM (topic classification) more than the VIEWER (click decision). This means:
- Optimize titles for keyword matching and topic signals
- Don't waste creative energy on Shorts titles — put it into overlay sequences
- The title is a search discovery tool for AFTER the Short performs well in the feed
**Overlay sequence psychology**: Shorts viewers have NO obligation to stay. Every second must provide enough value or intrigue to prevent swipe-away. The overlay sequence must create a CONTINUOUS FORWARD PULL:
- Each overlay introduces one new piece of information
- Each piece of information is incomplete enough to require the NEXT overlay to make sense
- Pacing must match natural reading speed (~2 words/second for on-screen text)
- The sequence creates a micro-addiction loop: "one more beat, one more beat, one more beat"
**Completion psychology**: The YouTube Shorts algorithm heavily weights COMPLETION RATE and LOOP/REWATCH signals. This changes the copy strategy fundamentally:
- The content (and overlay sequence) should be structured so the PAYOFF comes at the very end
- If possible, the ending should connect back to the beginning (loop incentive)
- The CTA should encourage replay behavior: "Watch again and catch what you missed"
- OVERPROMISING in Frame 1 kills completion rate — if the content can't deliver on a big Frame 1 promise, viewers leave mid-video and the algorithm penalizes
##### Decision Timeline
| Moment | Duration | Brain Activity | Copy Component Responsible |
|--------|----------|---------------|---------------------------|
| Frame 1 scan | 0.3-0.5s | Pre-conscious pattern interrupt | Frame 1 overlay |
| Stay/swipe decision | 0.5-1s | Automatic evaluation | Frame 1 overlay + first 1-2 seconds of content |
| Active watching | 1-15s | Continuous value assessment | Overlay sequence pacing |
| Completion decision | Last 3-5s | "Was this worth it?" | Payoff/loop construction |
| Post-completion action | 0-2s | Share/save/follow impulse | CTA overlay |
---
#### TikTok: The Dopamine-Seeking Brain
##### Cognitive State: Entertainment-First Discovery + Trend Participation
TikTok viewers are in the most PASSIVE cognitive state of any major platform. The For You page is algorithmically curated with zero viewer effort. The brain enters a dopamine-seeking loop:
- Watch → Get reward (entertainment/information/surprise) → Swipe → Repeat
- The threshold for "reward" is LOW — TikTok trains the brain to expect quick hits
- The threshold for "boredom" is also LOW — the brain swipes at the first sign of prediction (I know where this is going)
- NOVELTY is the primary neural reward on TikTok. The brain wants to be SURPRISED.
##### What This Means for Copy
**Caption psychology**: TikTok captions are read WHILE watching or AFTER watching. They're not evaluation tools (like YouTube titles) — they're CONTEXT ENHANCERS. The caption adds meaning to what the viewer already saw. This means:
- Captions don't need to attract (the algorithm and content do that)
- Captions need to AMPLIFY — add a layer of meaning, context, or action to the content
- The best TikTok captions create a "second viewing" impulse: reading the caption reframes the video, making the viewer want to watch again
- Short captions outperform long ones for most content types because TikTok viewers have LOW processing patience for text
**Frame 1 overlay psychology**: Same as Shorts — 0.3-0.5 second stay/swipe decision. But TikTok has a UNIQUE factor: TREND RECOGNITION. The brain is primed to recognize trending formats, sounds, and visual patterns. If Frame 1 signals "this is a format I recognize," the brain grants more time because it anticipates the reward pattern associated with that trend. This means:
- Participating in a trending format (with your unique content) earns you FREE attention time
- But the content must SUBVERT the expectation enough to provide novelty within the familiar format
- If Frame 1 signals a trend but the content delivers exactly what's expected, the brain codes it as "seen this before" and engagement drops
**Overlay sequence psychology**: TikTok viewers process overlay text ALONGSIDE audio and visual content simultaneously. This is a THREE-CHANNEL processing environment (audio + visual + text). The brain can handle this, but each channel must be COMPLEMENTARY, not redundant:
- Overlay text that repeats what the audio says = wasted channel. The brain doesn't process redundant information twice — it just ignores one channel.
- Overlay text that adds DIFFERENT information to the audio = value multiplier. The brain processes both streams and feels like it's getting more value per second.
- Overlay text that CONTRADICTS the audio = confusion. The brain can't resolve the conflict and experiences cognitive dissonance (usually = swipe away).
**Hashtag psychology**: TikTok viewers RARELY read hashtags consciously. Hashtags serve the ALGORITHM, not the viewer. But there's an exception: COMMUNITY HASHTAGS that function as identity signals. Seeing #CorpTok or #DevTok or #BookTok in the caption activates in-group recognition for members of those communities. For the right niche audience, a community hashtag in the caption can increase engagement because it signals "this is for US."
##### Decision Timeline
| Moment | Duration | Brain Activity | Copy Component Responsible |
|--------|----------|---------------|---------------------------|
| First frame | 0.3s | Pre-conscious novelty detection | Frame 1 overlay + visual |
| Stay/swipe | 0.5-1s | "Have I seen this before?" | Content novelty + overlay intrigue |
| Engagement mode | 1-10s | Dopamine reward seeking | Overlay sequence + audio |
| Completion/loop | Last 2-3s | "Was this rewarding?" | Payoff construction |
| Action impulse | 0-1s | Social sharing impulse | Caption CTA + community hashtag |
##### TikTok-Specific Psychological Patterns
**The Prediction Penalty**: TikTok's algorithm and viewer behavior both punish predictability. If a viewer can predict how the video ends after 3 seconds, they swipe. Copy must create UNCERTAINTY in the viewer's mind about what's coming next:
- Avoid giving away the conclusion in Frame 1
- Use overlays that build toward a non-obvious payoff
- The caption can hint at the value but should leave the specifics to the video
**The Authenticity Premium**: TikTok's brain state rewards content that feels UNPRODUCED. Overly polished copy activates the "ad detection" circuit — the brain categorizes it as commercial and discounts it. This means:
- Captions should feel conversational, even slightly imperfect
- Overlay text that looks "designed" performs worse than text that looks "typed"
- First-person, present-tense, casual voice outperforms third-person, formal, institutional voice
**The Community Multiplier**: TikTok engagement is community-driven. Content that makes the viewer feel like part of a GROUP gets shared more than content that serves an individual. Copy that uses "we" language, community references, and shared-experience framing activates the belonging circuit, which drives the highest-value behaviors (share, stitch, duet).
---
#### Instagram Reels: The Aspirational Brain
##### Cognitive State: Curated Discovery + Identity Construction
Instagram Reels viewers are in a UNIQUE cognitive state that differs from both YouTube and TikTok:
- They're browsing a platform where IDENTITY CURATION is the primary activity
- Everything they engage with (like, save, share) becomes part of their digital identity
- The brain is in ASPIRATIONAL MODE — it gravitates toward content that reflects WHO THEY WANT TO BE
- The decision to engage is filtered through: "Does engaging with this make me look/feel like the person I want to be?"
This is why Instagram's highest-value engagement signal is SAVES, not likes. Saving content is a private act of self-improvement — the viewer saves things they want to return to, learn from, or implement. It's aspirational behavior.
##### What This Means for Copy
**Cover text psychology**: Instagram Reels covers appear in THREE contexts: the profile grid, the Explore page, and the Reels tab. In all three, the cover is seen WITHOUT the caption and often WITHOUT sound. The cover text must communicate ENOUGH value on its own to generate a tap-to-play:
- Profile grid: The viewer is scanning someone's entire content library. Covers that clearly communicate "what this Reel is about" in 3-5 words help the viewer navigate.
- Explore page: The viewer is discovering new creators. Covers compete against hundreds of other options. The cover must signal "this is high-quality content worth your time."
- Reels tab: Similar to TikTok's feed, but Instagram Reels viewers tend to be slightly more intentional — they're choosing to browse Reels specifically.
**Caption psychology**: Instagram captions serve a DIFFERENT purpose than TikTok captions because of the aspirational brain state:
- Instagram captions that provide SAVE-WORTHY VALUE outperform entertaining-but-forgettable captions
- Frameworks, step-by-step processes, lists of resources, and actionable insights drive saves
- The caption should feel like a MINI-ARTICLE — valuable enough that the viewer would bookmark it even without the video
- The first ~125 characters (before truncation) must communicate enough value to make the viewer tap "...more"
- After the fold, the value must EXCEED what the first line promised — or the viewer feels tricked
**Hashtag psychology**: Instagram's hashtag system is more mature than TikTok's. Viewers ACTUALLY FOLLOW hashtags and discover content through them. This means:
- Niche-specific hashtags connect you to REAL communities with active members
- Broad hashtags (#motivation, #entrepreneur) attract low-intent viewers who scroll past
- The optimal hashtag strategy is PRECISE — reaching the exact community most likely to save and share
- Hashtags on Instagram are a TARGETING tool, not a reach tool
##### Decision Timeline
| Moment | Duration | Brain Activity | Copy Component Responsible |
|--------|----------|---------------|---------------------------|
| Cover/First frame | 0.5-1s | "Does this look valuable/aspirational?" | Cover text + visual quality |
| Watch/swipe | 1-3s | "Is this worth my attention?" | Overlay sequence opening |
| Caption evaluation | 2-5s | "Should I read more?" | Caption first line (≤125 chars) |
| Save decision | During/after | "Will I need this again?" | Caption body (value density) |
| Share decision | During/after | "Would sharing this reflect well on me?" | Content quality + relevance |
| Follow decision | After | "Do I want more of this?" | Overall value + profile consistency |
##### Instagram-Specific Psychological Patterns
**The Save Reflex**: When the brain encounters content that is genuinely useful AND attractively presented, it triggers a "preserve this" impulse. This is the save reflex, and it's the most valuable action on Instagram. Copy that triggers it:
- Provides a complete, actionable framework in the caption
- Uses numbered steps or clear structure (even without formal lists — "First... Then... Finally..." works)
- Makes the viewer think "I'll need this when I'm doing [specific task]"
- Signals that the information is TIME-SENSITIVE or HARD-TO-FIND-AGAIN
**The Aesthetic Filter**: Instagram's brain state includes an aesthetic evaluation layer that doesn't exist on TikTok or YouTube. Content (and copy) that LOOKS polished gets more cognitive credit. This doesn't mean over-designed — it means:
- Cover text should be clean, legible, and visually balanced
- Overlay text should feel intentionally placed, not slapped on
- Caption formatting should use line breaks for readability
- The overall impression should be "this creator cares about quality"
**The Identity Alignment Test**: Before sharing or saving, the Instagram brain runs an identity test: "Does engaging with this align with how I want to be perceived?" This is subconscious but powerful. Copy that passes this test:
- Uses aspirational but attainable framing ("If you're building something meaningful..." not "If you're a CEO of a Fortune 500...")
- Avoids language that would feel embarrassing to share ("This will blow your mind" might perform on TikTok but feels cringey to share on Instagram)
- Positions the viewer as ALREADY part of the aspirational group, not trying to join it
---
#### Cross-Platform Psychological Constants
Despite the differences above, some psychological principles are constant across ALL platforms:
##### 1. Curiosity Gaps Are Universal
The brain cannot leave an open question unresolved. Creating a gap between "what I know" and "what I need to know" drives engagement on every platform. What CHANGES is the SIZE of the gap:
- YouTube: Can sustain a large gap (the viewer is willing to invest 10-30 minutes to resolve it)
- TikTok: Needs a small, quickly-resolvable gap (the viewer gives you 15-60 seconds)
- Instagram: Medium gap, but the resolution must feel WORTH SAVING
##### 2. Social Proof Adapts to Platform
- YouTube: Social proof = view count, subscriber count, guest credentials
- TikTok: Social proof = trend participation, community membership, stitch/duet engagement
- Instagram: Social proof = aesthetic quality, save count, share count, comment quality
##### 3. Trust Formation Speed Differs
- YouTube: Trust forms over 30-60 seconds (hook + early content). The viewer is patient.
- TikTok: Trust forms in 2-3 seconds or not at all. The viewer is impatient.
- Instagram: Trust forms through ACCUMULATED signals — content quality + caption value + profile consistency. One Reel rarely creates deep trust, but a save creates a relationship seed.
##### 4. The Algorithm Reward → Copy Strategy Connection
Each algorithm rewards different viewer behaviors, which should shape what the copy optimizes for:
| Platform | Algorithm Rewards | Copy Should Optimize For |
|----------|------------------|--------------------------|
| YouTube Long | Watch time, satisfaction | Promise only what content delivers. Long-form value. |
| YouTube Shorts | Completion rate, loops | Payoff at end. Loop structure. Don't overpromise. |
| TikTok | Watch-through, engagement velocity | Novelty. Unpredictability. Community. |
| Instagram Reels | Saves, shares, profile visits | Save-worthy value. Shareable framing. Quality signals. |
---
#### LinkedIn: Evaluation Mode
##### The Brain State
LinkedIn viewers are in **professional evaluation mode**. They're assessing content for: "Does this person know something I need to know?" and "Will engaging with this make me look smart/informed to my network?"
This is fundamentally different from all other platforms. The viewer isn't being entertained (TikTok), inspired (Instagram), or educated (YouTube). They're EVALUATING — both the content AND how engaging with it reflects on their professional identity.
##### Attention Mechanics
- **Scroll behavior:** Deliberate, evaluative scanning. LinkedIn users read headlines and first lines more carefully than any other platform.
- **Critical window:** First ~140 characters (before "see more"). This is the entire decision point. If the first line doesn't signal professional relevance, the post is skipped.
- **Engagement decision:** LinkedIn users consider "what will my comment say about me?" before engaging. Copy that invites professional response gets algorithmic reward.
- **Distribution window:** First 60-120 minutes are critical. Early comments (especially from recognized professionals) determine whether the algorithm pushes wider.
##### What This Means for Copy
- **Hook line must signal expertise, not entertainment.** "Nobody told us" works. "You won't BELIEVE what happened" doesn't.
- **The caption body must reward the "see more" click with professional value.** Not emotion, not narrative for its own sake — value that makes the reader feel smarter or more informed.
- **Short paragraphs are essential.** LinkedIn's interface makes dense text blocks look impenetrable. White space is a readability tool.
- **No external links in post body.** LinkedIn deprioritizes posts with external links by ~30%. Place links in the first comment.
- **Comments > likes.** The algorithm weights comments 15x more than likes. Copy should invite substantive response — not "Agree?" bait, but genuine professional questions or positions worth debating.
##### LinkedIn-Specific Cognitive Patterns
- **Professional identity filter:** Every piece of content is processed through "how does this relate to my career/industry/expertise?" If the copy doesn't pass this filter in the first line, it's invisible.
- **Network visibility awareness:** LinkedIn users know their engagement is visible to their network. They won't comment on or share content that could make them look uninformed, controversial, or off-brand.
- **Thought leadership hunger:** The platform rewards original thinking and expertise demonstration. Copy that demonstrates the poster KNOWS something the reader doesn't has the highest engagement potential.
- **Anti-corporate reflex:** Despite being a professional platform, overly corporate or marketing-speak copy underperforms. The highest-performing LinkedIn content feels like a smart person talking to peers, not a brand broadcasting a message.
---
## Reference: platform-specs
#### What This File Contains
Hardcoded component anatomy for each supported platform. These specifications do NOT change based on content, audience, or strategy. They are format constraints imposed by each platform's interface, algorithm, and user behavior patterns.
**What changes per run:** The CONTENT of each component (derived from research and strategy).
**What never changes:** The STRUCTURE, CHARACTER LIMITS, FORMAT RULES, and COMPONENT PURPOSES defined here.
---
#### Component Purpose Map (Universal)
Every platform's components serve one of five fixed purposes. The purpose determines which construction process to use (see construction-protocol.md).
| Purpose | Job | Window | Components |
|---------|-----|--------|------------|
| STOP the scroll | Pattern interrupt — earn 0.3s of attention | 0.3-1 second | Thumbnail text, Cover text, Frame 1 overlay |
| TRIGGER the click | Curiosity/promise gap — convert attention to engagement | 1-3 seconds | Title, Caption first line |
| COMMIT the viewer | Prevent bounce — hold them past the critical window | 3-15 seconds | Hook script, Overlay sequence |
| DEEPEN engagement | Reward with value — deliver on the promise | Ongoing | Description, Caption body |
| SIGNAL the algorithm | Topic classification — ensure discoverability | Background | Tags, Hashtags, File name |
---
#### YouTube Long-Form
##### Component Anatomy
**Title**
- Character limit: ≤60 characters (≤50 recommended to avoid truncation on mobile)
- Primary keyword: Must appear in first 3-5 words
- Truncation: YouTube truncates titles at ~48-50 chars on mobile. Critical information must be in the first 50.
- Case: Title case or sentence case (avoid ALL CAPS for full title — save for 1-2 emphasis words maximum)
**Description**
- Minimum: ≥250 words (for SEO and AI search optimization)
- First 2-3 lines: Visible before "Show more" — this is the second title
- Timestamps: Required for any content >10 minutes. Format: `0:00 Label text`
- Guest info: Name, title, links — positioned early if guest is the draw
- Resources: Links mentioned in video, related tools, cited sources
- Q&A section: 2-3 questions with brief answers for AI search optimization
- CTA: Subscribe + specific value proposition
- Keyword density: Primary keyword 3-5x, secondary keywords 1-2x each, naturally embedded
**Tags**
- Count: 5-8 tags (within 500 character total limit)
- First tag: Exact primary keyword
- Subsequent: Secondary keywords, entity names, long-tail phrases
- Format: Plain text, no #. YouTube uses these for topic classification, not display.
**Thumbnail Text**
- Word count: ≤5 words
- Readability: Must be legible at mobile size (~3-4cm wide)
- Function: STOP the scroll — tells one part of the two-part story with the title
- Font: Bold, high contrast against background
- Avoid: Full sentences, small text, text that duplicates the title
- Emotional: Text should carry emotional weight (shock, curiosity, promise)
**Hook Script (0-15 seconds)**
- Structure: OPEN (0-3s) → ESCALATE (3-8s) → BRIDGE (8-15s)
- OPEN: Establish relevance in viewer's language
- ESCALATE: Raise stakes with specific tension
- BRIDGE: Preview value without giving away the answer
- Avoid: "Hey guys, welcome back" — cold open is mandatory for retention
- Critical metric: Audience retention at 30-second mark
**File Name**
- Format: `primary-keyword-entity-name.mp4`
- Rules: Hyphens between words, no spaces, no special characters, lowercase
- Include: Primary keyword + most important entity (guest name or topic term)
##### YouTube Long-Form Quality Gates
Before outputting, verify each component passes:
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Title | ≤60 chars, keyword in first 5 words | Shorten or reposition keyword |
| Title | No truncation of critical info at 50 chars | Restructure to front-load |
| Description | ≥250 words | Expand value architecture |
| Description | Timestamps present (if >10 min content) | Add descriptive timestamps |
| Description | Primary keyword appears 3-5x | Embed naturally |
| Tags | 5-8 tags, first = exact primary keyword | Add or reorder |
| Thumbnail text | ≤5 words, legible at mobile size | Simplify |
| Thumbnail text | Complements title (two-part story) | Revise to reduce redundancy |
| Hook | 3-beat structure (OPEN/ESCALATE/BRIDGE) | Restructure beats |
| Hook | Cold open (no "hey guys") | Remove greeting |
| File name | Contains primary keyword + entity | Revise |
---
#### YouTube Shorts
##### Component Anatomy
**Title**
- Character limit: ≤50 characters
- Includes primary keyword
- Shorter and punchier than long-form — Shorts titles appear in vertical feed context
**Description**
- Length: 100-300 characters
- Must include: #Shorts tag
- Brief: Value statement + hashtags
- Don't over-stuff — Shorts descriptions are less read than long-form
**Tags**
- Count: 5-8 tags
- Must include: "Shorts" as a tag
- Primary keyword as first tag
- Fewer than long-form — algorithm classification is simpler for short content
**Thumbnail Text**
- Word count: ≤5 words
- Readability: Must be legible at mobile size in vertical feed context
- Function: STOP the scroll — this is what appears on the static preview before the viewer taps. It tells one part of the two-part story with the title.
- Design: Bold, high contrast. Shorts thumbnails appear smaller than long-form, so text must be larger relative to frame.
- Avoid: Full sentences, text that duplicates the title, text that gives away the video's payoff
- Complementarity: Thumbnail and title together must create more curiosity than either alone. If the thumbnail is the SHOCK, the title is the CONTEXT. If the thumbnail is the CLAIM, the title is the PROOF hint.
**File Name**
- Format: `primary-keyword-entity-name-shorts.mp4`
- Same rules as long-form but with `-shorts` suffix
##### YouTube Shorts Quality Gates
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Title | ≤50 chars, includes keyword | Shorten |
| Description | 100-300 chars, includes #Shorts | Adjust length/add tag |
| Tags | 5-8, include "Shorts" tag | Add |
| Thumbnail text | ≤5 words, legible at mobile size | Simplify |
| Thumbnail text | Complements title (two-part story, no redundancy) | Revise |
| File name | Includes -shorts suffix | Add |
---
#### TikTok
##### Component Anatomy
**Caption**
- Optimal length: ≤150 characters for maximum visibility (full caption visible without "more")
- Maximum: 2,200 characters (but most of this is hidden behind "more" tap)
- First ~50 characters: THE critical hook — this is all most viewers see in the feed
- Tone: Platform-native. TikTok rewards casual, authentic, in-group language. Corporate language underperforms.
- Avoid: Overly polished copy, formal language, obvious marketing language
**Hashtags**
- Count: Maximum 5 (platform-enforced hard cap since August 2025)
- Mix strategy: 2 broad/trending + 3 niche/content-specific. Every hashtag must accurately describe the video's actual content.
- Trend hashtags: Include IF genuine connection exists. Check current trending page.
- Placement: End of caption, integrated naturally or as a separate line
- Research: Check current hashtag usage counts — these change rapidly
- Note: TikTok's algorithm now extracts keywords from captions, audio, and visuals. Hashtags SUPPLEMENT keyword-rich captions — they don't replace them.
**Text Overlay Sequence**
- Frame 1: Upper third of screen, ≤4 words
- Position rules: AVOID bottom 20% (covered by caption/UI elements)
- Subsequent frames: Can use different positions but maintain readability
- Pacing: Fast — TikTok viewers expect rapid information delivery
- Font: Bold, high contrast, platform-native styles preferred over overly designed text
##### TikTok Quality Gates
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Caption | ≤150 chars optimal, first 50 chars = hook | Shorten or restructure |
| Caption tone | Platform-native (casual, authentic) | Remove corporate language |
| Hashtags | Exactly 5, mix of niche/broad, all relevant | Adjust count or mix |
| Hashtags | Current usage counts verified | Research current counts |
| Overlay Frame 1 | Upper third, ≤4 words | Reposition/simplify |
| Overlay | Nothing in bottom 20% | Reposition |
---
#### Instagram Reels
##### Component Anatomy
**Caption**
- First ~125 characters: Visible without expanding. THIS IS THE HOOK.
- Maximum: 2,200 characters (expanded view)
- Structure: Hook line (visible) → Value body (expanded) → Hashtags → CTA
- Tone: More polished than TikTok, less formal than LinkedIn. Instagram rewards aspirational, visual, and community-driven language.
**Hashtags**
- Count: Maximum 5 (platform-enforced hard cap since December 2025)
- Strategy: All 5 must be highly targeted and niche-specific. No generic mega-hashtags. Each hashtag must accurately describe the content.
- Placement: In caption at the end (caption placement carries more algorithmic weight than first comment)
- Research: Check hashtag Explore page to verify your content matches the hashtag's existing content
**Cover Image Text**
- Word count: ≤5 words
- Legibility: Must be readable when cropped to square (Reels display as vertical 9:16 but profile grid shows square crop)
- Position: CENTER the text — avoid top 250px (covered by username) and bottom 250px (covered by UI)
- Function: This is the Reel's "thumbnail" — it shows on the profile grid and in Explore
- Design: Instagram audience expects higher visual quality than TikTok. Text should feel designed, not slapped on.
**Text Overlay Sequence**
- Position rules: AVOID top 250px (username/search bar area) and bottom 250px (caption/interaction buttons)
- Safe zone: Center ~60% of screen
- Pacing: Slightly slower than TikTok — Instagram Reels viewers tolerate more deliberate pacing
- Frames: Can match TikTok structure (INTERRUPT → VALUE BEATS → PAYOFF) but with slightly longer hold times
##### Instagram Reels Quality Gates
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Caption | First ~125 chars = complete hook | Restructure opening |
| Caption tone | Platform-native (aspirational, community-driven) | Adjust register |
| Hashtags | Exactly 5, niche-specific, all relevant | Adjust count/specificity |
| Hashtags | Match existing content in those hashtags | Verify hashtag relevance |
| Cover text | ≤5 words, legible at square crop | Simplify/reposition |
| Cover text | Center-positioned (avoid top/bottom 250px) | Reposition |
| Overlay | Nothing in top/bottom 250px | Reposition |
---
#### LinkedIn (Video Post)
##### Component Anatomy
**Caption (Post Copy)**
- First ~140 characters: Visible before "see more" — THIS IS THE HOOK. The single most critical line. If this doesn't stop the scroll, nothing else matters.
- Maximum: 3,000 characters (expanded view)
- Structure: Hook line (visible) → Value architecture (expanded) → Guest/authority info → CTA → Hashtags
- Tone: Professional-aspirational. LinkedIn rewards thought leadership, expertise demonstration, and narrative-driven insights. More polished than TikTok, more personal than a press release.
- Algorithm note: LinkedIn's algorithm in 2026 prioritizes comments over likes (comments are 15x more valuable for distribution). Copy should invite response, not just agreement. The first 60-120 minutes are the critical distribution window.
- Paragraph structure: Short paragraphs (1-3 sentences). Single-sentence paragraphs for emphasis. White space is a tool — dense blocks kill engagement.
- Links: External links in post text reduce initial reach by ~30%. Place links in first comment, not in the caption.
**Caption Purpose Architecture:**
- Layer 1 (Hook — first ~140 chars): Pattern interrupt + relevance signal. This must work as a standalone statement that makes the viewer stop scrolling. NOT a summary of the video. It's the reason to keep reading.
- Layer 2 (Value body — expanded view): Deliver the argument for why this content matters. Build tension, establish stakes, create the case for watching. Use the viewer's language. Each paragraph should advance the argument — no filler.
- Layer 3 (Guest/authority — if applicable): Who this person is and WHY THEY MATTER for this specific topic. Credentials relevant to the content, not their entire bio. Social links here.
- Layer 4 (CTA): One clear action. "Watch the full conversation above" or equivalent. Don't stack multiple CTAs.
- Layer 5 (Hashtags): 3-5 hashtags at the bottom. Never in the hook area.
**Hashtags**
- Count: 3-5 (optimal for LinkedIn's algorithm — more than 5 gets deprioritized, more than 10 triggers spam detection)
- Strategy: Mix of 1-2 broad industry hashtags + 2-3 niche/topic-specific hashtags
- Placement: Bottom of caption — never in the first lines where the hook needs to breathe
- Format: PascalCase (#GenerationalWealth not #generationalwealth) for readability and accessibility
- Research: LinkedIn hashtags function more as filing labels than discovery engines in 2026. They help categorize, not viralize.
**File Name**
- Format: `primary-keyword-entity-name-linkedin.mp4`
- Same rules as YouTube but with `-linkedin` suffix
##### LinkedIn Quality Gates
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Caption hook | First ~140 chars = complete, compelling hook | Restructure opening |
| Caption hook | No external links in post body | Move links to comment |
| Caption tone | Professional-aspirational (not corporate, not casual) | Adjust register |
| Caption body | Short paragraphs, white space, no dense blocks | Break up text |
| Caption body | Invites comment, not just agreement | Add genuine question or tension |
| Hashtags | 3-5, PascalCase, niche-specific | Adjust count/format |
| Hashtags | Placed at bottom, not in hook area | Reposition |
---
#### Cross-Platform Rules
When the user requests multiple platforms, process one at a time. Complete all 3 packages for Platform A before starting Platform B. These universal principles apply:
1. **Component purposes are fixed.** What a thumbnail/overlay/caption DOES never changes. How it does it changes every time based on the strategic synthesis.
2. **Components are a system.** Every component in a package must be internally consistent — same psychological angle, same voice, same strategic direction. And they must complement each other — no redundancy between scroll-stopper and click-trigger.
3. **3 packages means 3 angles, not 3 rewrites.** Each package approaches the same content from a genuinely different strategic direction. Package 1 might lead with the transformation promise. Package 2 might lead with the guest's authority. Package 3 might lead with a trend connection or contrarian angle.
4. **Platform-native, not adapted.** Each platform's copy is BUILT for that platform, not translated from another. TikTok captions are not shortened YouTube descriptions. Instagram Reels covers are not resized YouTube thumbnails. The language, tone, structure, and approach must be native to the platform's culture.
5. **No advisory content in output.** The output is deployable copy only. No post-publish checklists, monitoring suggestions, optimization advice, or "consider doing X" recommendations. If it can't be copy-pasted into a platform's upload interface, it doesn't belong in the output.
6. **Every word is a neurological decision.** Across ALL platforms and ALL components, the neuro-lexical engine's rules apply: serial position optimization, concrete before abstract, trigger word distribution, sentence rhythm, and cognitive load management. If any component contains an exhausted trigger word from the lexical intelligence, replace it before output.
7. **No contrast framing.** Never use "Not X — it's Y" or "isn't X, it's Y" structures. This is the most overused pattern in content copy. Say what the thing IS directly.
8. **Copy never quotes the transcript.** Copy is original persuasion text that sells the reason to watch. The guest's words are the REWARD for clicking — the copy is the REASON to click. No direct quotes, no "she said" constructions, no paraphrased transcript lines.
9. **Character limits are hard constraints.** Never exceed platform character limits. Always check final output against the limits specified in this file. Truncated titles and captions damage performance.
---
#### Platform Tone Guide
Each platform has a distinct communication culture. Copy must respect it:
| Platform | Tone | Register | Proof Style | Energy |
|----------|------|----------|-------------|--------|
| YouTube Long-Form | Authoritative but accessible | Professional-casual | Data, expert testimony, deep analysis | Medium-high (measured confidence) |
| YouTube Shorts | Punchy, direct | Casual-professional | Quick proof, single data point, visual evidence | High (immediate impact) |
| TikTok | Authentic, raw, in-group | Casual, meme-literate | Social proof, trend alignment, quick demonstration | High (fast, engaging) |
| Instagram Reels | Aspirational, designed, community | Polished-casual | Visual proof, aspirational examples, curated evidence | Medium-high (inspirational) |
| LinkedIn | Thought leadership, narrative-driven | Professional-aspirational | Expert authority, data, career/business outcomes, institutional proof | Medium (deliberate, credible) |
These are starting points. The Segment Synthesis always overrides platform defaults. If the target segment is formal C-suite executives watching TikTok for industry intel, the tone adjusts toward their register, not TikTok's casual default.
---
## Reference: strategic-synthesis
#### What This Phase Produces
A complete strategic plan that converts three intelligence packets (content, segment, market) into three differentiated angle packages, each with its own psychological entry point, voice derivation, lexical strategy, and component-level plan. This is where research becomes strategy.
#### Why It Exists
Intelligence without strategy produces competent but undifferentiated copy. You might have perfect audience data and excellent keywords, but if you don't SYNTHESIZE them into a specific psychological approach, you'll default to whatever pattern feels safe. This phase forces every strategic decision to emerge from the intersection of what you learned — not from habit.
---
#### Step 1: Psychological Angle Derivation
The psychological angle is NOT selected from a menu. It is DERIVED from the intersection of the Segment Synthesis and the Content Intelligence.
##### 1.1 The Three Derivation Questions
Answer these from your intelligence packets, with evidence:
**Q1: What is the viewer's dominant driver — approaching gain or avoiding loss?**
- From Fear Architecture: Is the dominant fear "acting wrong" (loss avoidance) or "not acting" (gain approach)?
- From Motivation Architecture: Are their KPIs about growth (gain) or protection (loss)?
- From Emotional Baseline: Is their current emotion oriented toward opportunity or threat?
If GAIN dominant → The angle leads with what they GET. Transformation, aspiration, opportunity.
If LOSS dominant → The angle leads with what they RISK. Cost of inaction, competitive gap, hidden danger.
If MIXED → The angle can use tension between both — "here's what you'll gain AND what you'll lose."
**Q2: How does this viewer need to be convinced — through evidence, identity, story, or authority?**
- From Trust Profile: What's their processing route? (Data-first / Peer-first / Story-first / Authority-first)
- From Information Processing: What triggers their skepticism? What type of proof do they respect?
- From Watch Motivation: Are they looking for practical value, validation, inspiration, or information?
Evidence-first → The angle leads with data, proof, results. Numbers in the title.
Identity-first → The angle leads with belonging. "For [specific group]" positioning.
Story-first → The angle leads with narrative. Character, journey, outcome.
Authority-first → The angle leads with the source. Guest name, credential, institution.
**Q3: What specific emotional MOVEMENT does this content need to create?**
- From Emotional Baseline: Where is the viewer NOW? (Exhausted? Skeptical? Curious? Anxious? Excited?)
- From Content Archetype: What does the content naturally DO to emotions? (Surprise? Inspire? Challenge? Reassure?)
- From Decision Trigger: What emotional state makes this viewer ACT? (Confidence? Urgency? Belonging? Hope?)
The emotional movement = [Entry state] → [Content's natural effect] → [Action state]
This movement determines the SHAPE of the hook, the ENERGY of the title, and the TONE of the entire package.
```
PSYCHOLOGICAL ANGLE DERIVATION:
- Dominant driver: [Gain / Loss / Mixed] — Evidence: [from synthesis]
- Conviction path: [Evidence / Identity / Story / Authority] — Evidence: [from synthesis]
- Emotional movement: [Entry] → [Effect] → [Action state]
- Derived angle: [One sentence describing the psychological approach]
```
---
#### Step 2: Differentiation Strategy Derivation
From the Market Intelligence, determine how to stand out:
##### 2.1 Competitive Positioning
Using the gap opportunities and saturated patterns from Market Intelligence:
- **What unique angle does our content have that no competitor owns?** (From Content Intelligence — the specific mechanism, data point, or guest authority)
- **What keyword territory is available that competitors haven't claimed?** (From keyword clusters — the underserved searches)
- **What audience need is unmet by existing content?** (From gap analysis — the questions no one answers, the perspectives no one takes)
##### 2.2 Differentiation Vector Selection
Choose the strongest differentiation:
- **Specificity**: Our content is more specific than competitors (named examples, exact numbers, step-by-step)
- **Authority**: Our source/guest has more credibility than competitors
- **Recency**: Our information is more current than what's available
- **Angle**: We approach the topic from a direction nobody else takes
- **Depth**: We go deeper than the surface-level content dominating results
- **Contrarian**: Our position challenges the consensus (only if the content genuinely does this)
```
DIFFERENTIATION STRATEGY:
- Unique content advantage: [What we have that competitors don't]
- Available keyword territory: [What searches we can own]
- Unmet audience need: [What gap we fill]
- Primary differentiation vector: [Specificity / Authority / Recency / Angle / Depth / Contrarian]
- How this manifests in copy: [How the differentiation shows up in title, thumbnail, description]
```
---
#### Step 3: Proof Approach Derivation
From the skepticism level and content's evidence, determine how to prove claims:
##### 3.1 Skepticism Calibration
Using the Trust Profile from Segment Synthesis:
- **High skepticism**: The copy must EARN trust before making promises. Lead with evidence. Cite specific sources. Include qualifiers. Use "here's what the data shows" not "this will change your life."
- **Medium skepticism**: The copy can make claims but must quickly substantiate. Lead with the promise, follow immediately with proof. "73% of AI pilots fail — here's why" works.
- **Low skepticism**: The copy can lead with bold claims and promise. The audience is receptive. Proof can come later in the description. "This framework saved 14 companies" works without immediate substantiation.
##### 3.2 Evidence Matching
The TYPE of proof must match how this audience evaluates:
- Data-first audience → Numbers, statistics, research citations in titles and descriptions
- Peer-first audience → "What [comparable peers] are doing" framing, case studies
- Authority-first audience → Guest credentials, institutional backing, expert endorsement
- Experience-first audience → "I tried this" framing, before/after, demonstrated results
```
PROOF APPROACH:
- Skepticism level: [High / Medium / Low]
- Proof type for this audience: [Data / Peer / Authority / Experience]
- Available proof from content: [What evidence the content actually contains]
- Title-level proof: [What proof element appears in or is implied by the title]
- Description-level proof: [What proof elements appear in the description]
- Hook-level proof: [What proof appears in the first 15 seconds to prevent bounce]
```
---
#### Step 4: Voice Derivation
The voice is not SELECTED from options. It is BUILT from the synthesis.
##### 4.1 Register Derivation
Using the Language Capture from Segment Synthesis:
- Read the 10+ exact phrases captured from real sources
- What is the average sentence length in those captured phrases?
- What is the formality level? (Measured by: pronoun usage, contraction frequency, passive vs active voice, jargon density)
- What is the energy level? (Measured by: verb force, sentence pace, exclamatory vs declarative patterns)
**Derive the register** — don't label it with a preset. Describe it specifically:
```
DERIVED REGISTER:
- Sentence length: [X words average, based on captured phrases]
- Formality: [Specific description derived from language patterns found]
- Energy: [Specific description derived from discourse patterns found]
- Rhythm: [Short/punchy, measured/deliberate, flowing/narrative — derived from observation]
```
##### 4.2 Vocabulary Derivation
- Your captured phrases ARE the vocabulary. The copy's key terms must come from what this audience actually says.
- For concepts central to the content, find what THIS audience calls that concept. Not what you'd call it.
- If the content introduces a concept the audience doesn't yet have language for, anchor it to a concept they DO have language for.
```
DERIVED VOCABULARY:
- Their term for [core concept 1]: "[exact phrase from research]"
- Their term for [core concept 2]: "[exact phrase from research]"
- Their term for [the problem]: "[exact phrase from research]"
- Their term for [the solution]: "[exact phrase from research]"
- Anchor concept for new ideas: "[familiar concept to bridge from]"
```
##### 4.3 Metaphor Derivation
- What comparison frameworks did you observe in their discourse?
- Select the metaphor family that naturally extends the content's core message
- Ensure metaphor consistency across all components in a package
```
DERIVED METAPHOR:
- Observed family: [From research — building? fighting? navigating? growing?]
- Applied to this content: [How this metaphor system describes the content's key ideas]
```
---
#### Step 5: Lexical Strategy Derivation
From the Neuro-Lexical Inventory in the Segment Synthesis, create the word-level optimization plan.
##### 5.1 Trigger Word Assignment
Each component gets specific trigger words. The assignment follows the component's PURPOSE:
- **Scroll-stopper** (thumbnail/cover/frame 1): Gets the strongest IN-GROUP RECOGNITION or DOPAMINE trigger word. This is the 0.3-second decision. The word must create instant neural recognition.
- **Click-trigger** (title/caption first line): Gets a CURIOSITY or PROMISE trigger word. This creates the gap that drives the click.
- **Commitment device** (hook/overlay sequence): Gets an URGENCY or BELONGING trigger word. This prevents bounce.
- **Value container** (description/caption body): Gets CONCRETE/SENSORY words throughout. These reward the reader with vivid, processable information.
- **Algorithm signals** (tags/hashtags): Gets KEYWORD-OPTIMIZED terms. These signal topic classification, not human psychology.
##### 5.2 Word Arrangement Rules
From the neuro-lexical inventory, derive specific arrangement rules for this segment:
- **First-position words**: What types of words does this segment process first? (Identity words? Numbers? Question words? Concrete nouns?)
- **Last-position words**: What types of words create the strongest retention for this segment? (Action verbs? Emotional words? Specificity markers?)
- **Middle-position tolerance**: How much functional language can the middle positions hold before this segment loses interest?
##### 5.3 Exhaustion Substitution Map
For every exhausted word identified in the inventory, create a replacement:
- [Exhausted word] → [Fresh alternative that serves the same psychological function]
- The replacement must come from the ACTIVE trigger words or captured language — not from generic synonyms
```
LEXICAL STRATEGY:
Trigger word assignments:
- Scroll-stopper: [Word] — activates [which circuit]
- Click-trigger: [Word] — activates [which circuit]
- Commitment device: [Word] — activates [which circuit]
- Value container: [2-3 concrete/sensory words for distribution throughout]
- Algorithm signals: [Keyword-optimized terms]
Arrangement rules for this segment:
- First position preference: [What word type opens strongest]
- Last position preference: [What word type closes strongest]
- Middle position: [How much functional language before attention drops]
Exhaustion substitutions:
- [Exhausted] → [Fresh replacement] — serves same function because [reason]
- [Continue for each]
```
---
#### Step 6: Three-Angle Construction
This is the critical step where three genuinely different strategic angles emerge. NOT three word variations of the same angle.
##### 6.1 Angle Derivation Process
Each angle must use a DIFFERENT entry point into the same content:
**Angle 1: The Primary Angle**
- Uses the strongest psychological driver from Step 1
- Uses the primary keyword from Market Intelligence
- Takes the most direct path to the viewer's decision trigger
- This is the "safest" angle — highest probability of resonance
**Angle 2: The Reframe Angle**
- Uses a DIFFERENT psychological entry point
- May use a secondary keyword or different keyword ordering
- Approaches the content from an unexpected direction
- Could emphasize a different entity (guest vs topic, method vs result)
- This angle tests whether a different frame outperforms the obvious one
**Angle 3: The Niche/Bold Angle**
- Uses the gap opportunity from competitive analysis
- May target a more specific sub-segment or use a trend intersection
- Takes the biggest creative risk — could outperform or underperform
- Could use a different content archetype emphasis (the content is analysis BUT could be positioned as revelation)
- This angle is the differentiation play
##### 6.2 Angle Divergence Test
After defining all three angles, verify genuine divergence:
- **Title test**: Would the three titles look like they're for three different videos? (They shouldn't be — they're for the same video — but they should feel like three different REASONS to click)
- **Thumbnail test**: Would the three thumbnail concepts use different visual/text approaches?
- **Audience test**: Could Angle 1 appeal more to one sub-segment while Angle 3 appeals more to another?
- **Swap test**: If you swapped a component from Angle 1 into Angle 2, would it feel wrong? (It should)
- **Structure test**: Do all three titles use the same grammatical pattern? (They must NOT. If all three are "[Topic] isn't [X] — it's [Y]" or all three are questions, the angles aren't structurally divergent.)
- **Contrast framing ban**: Does any angle use "Not X — it's Y" or "isn't X, it's Y" framing? (Remove it. Say what the thing IS, not what it isn't. This pattern makes all packages sound identical regardless of angle.)
```
THREE STRATEGIC ANGLES:
ANGLE 1: [Name]
- Psychological entry: [Gain/Loss] × [Evidence/Identity/Story/Authority]
- Emotional movement: [Entry] → [Effect] → [Action]
- Primary keyword: [From market intelligence]
- Differentiation: [What makes this angle stand out from competitors]
- Lexical lead: [Which trigger word opens this angle's title/thumbnail]
- Voice note: [Any voice adaptation specific to this angle]
ANGLE 2: [Name]
- Psychological entry: [Different from Angle 1]
- Emotional movement: [Different trajectory from Angle 1]
- Primary keyword: [May differ from Angle 1]
- Differentiation: [Different competitive positioning]
- Lexical lead: [Different trigger word]
- Voice note: [Any adaptation]
ANGLE 3: [Name]
- Psychological entry: [Different from both]
- Emotional movement: [Different trajectory]
- Primary keyword: [May differ]
- Differentiation: [Most divergent positioning]
- Lexical lead: [Different trigger word]
- Voice note: [Any adaptation]
```
---
#### Step 7: Framework Emergence
The persuasion framework for each angle is NOT selected from a catalog (AIDA, PAS, etc.). It EMERGES from the strategic decisions already made.
##### 7.1 Why Frameworks Emerge, Not Get Selected
When you know:
- The viewer's emotional entry point (from Emotional Baseline)
- What conviction path works (from Trust Profile)
- What emotional movement is needed (from Step 1)
- What proof they need (from Step 3)
...the framework is already determined. You don't need to "pick AIDA" — you need to ask:
**"What does this viewer need to see FIRST to accept what comes SECOND?"**
If they need to feel the PROBLEM before they'll accept the SOLUTION → that's problem-solution (but adapted to their specific fear)
If they need to see PROOF before they'll consider the PROMISE → that's evidence-first (but calibrated to their proof type)
If they need to feel BELONGING before they'll engage with the CONTENT → that's identity-first (but using their in-group signals)
If they need CURIOSITY before they'll invest ATTENTION → that's curiosity-gap (but using their specific knowledge gaps)
The framework is the logical sequence of what this viewer needs to experience, in what order, to move from their entry state to the action state. It's derived, not selected.
##### 7.2 Framework Documentation
For each angle, document the derived sequence:
```
ANGLE [X] FRAMEWORK:
Step 1 (Opening): Viewer needs to [feel/see/know] [what] → achieved by [which component doing what]
Step 2 (Escalation): Having [felt/seen/known] that, they now need [what] → achieved by [which component]
Step 3 (Bridge): Having [experienced steps 1-2], they're ready for [what] → achieved by [component]
Step 4 (Conversion): Having [completed the journey], they will [action] → achieved by [CTA/description]
Why this sequence for THIS viewer: [From synthesis evidence]
```
---
#### Strategic Synthesis Output
At this point you should have, for EACH of the three angles:
- A derived psychological approach (not selected from a menu)
- A differentiation strategy grounded in competitive gaps
- A proof approach calibrated to the viewer's skepticism
- A voice derived from captured language (register, vocabulary, metaphor)
- A lexical strategy with trigger word assignments, arrangement rules, and exhaustion substitutions
- A framework that emerges from what this viewer needs to see in what order
**This packet feeds Phase 5 (Construction).** Each angle becomes the control document for one complete package. The construction protocol builds every component from these strategic decisions.
##### Verification Before Proceeding
| Question | If you can't answer → Strategy needs more work |
|----------|------------------------------------------------|
| Could Angle 1 and Angle 2 be confused for each other? | Not differentiated enough — find a different entry point |
| Is the psychological angle derived from synthesis evidence? | You're defaulting to habit — trace back to the evidence |
| Does the voice sound like the captured phrases? | Register mismatch — re-derive from the language capture |
| Are trigger words from the live neuro-lexical inventory? | Using stored vocabulary — must be from current research |
| Does the framework sequence make logical sense for THIS viewer? | Sequence is generic — re-derive from their processing route |
| Could these strategies work for a different piece of content? | Too generic — the content intelligence isn't driving enough |
| Do any angles use "Not X — it's Y" contrast framing? | Remove all contrast framing — say what the thing IS directly |
| Do any angles quote or paraphrase the transcript? | Copy sells the reason to watch, never reproduces the content. Remove all transcript language. |
| Do all three titles share the same grammatical structure? | Structural monotony — each title must use a different sentence pattern |
# Video Copy Optimizer
> Shareable markdown export of `video-copy-optimizer.skill` — exported 2026-08-25 from the MBAC Skills library.
>
> **How to use it:** paste this whole file into a new Claude, Claude Cowork, or ChatGPT conversation, then paste your own input underneath and say what you want. No install required. The `.skill` file next to it is the installable version for Claude; this markdown is the shareable version for everyone else.
**What it does:** Research-driven, multi-platform video copy optimization for YouTube (Long-Form + Shorts), TikTok, Instagram Reels, and LinkedIn. Creates psychologically optimized metadata packages through deep audience profiling, live keyword research, neuro-lexical word-level optimization, and platform-native construction. Outputs 3 complete packages per platform, each from a genuinely different strategic angle. Use when the user provides a video transcript or captions and wants optimized copy for any supported platform. Always conducts fresh research — never relies on templates or stored profiles. Optional DN/MWC branding integration.
**Included sections:** main instructions + 6 reference section(s).
---
Research-first, psychology-driven video copy optimization with neuro-lexical word-level control.
Core Philosophy2.8 KB
## Core Philosophy
Every optimization is unique. No static templates. No stored keyword lists. No pre-built audience profiles. Every decision — title word order, thumbnail text, hook beat structure, description architecture, hashtag selection — emerges from fresh research specific to this content, this viewer, this platform, this moment.
**Adaptive Intelligence Rule:** The skill must produce materially different outputs for different audiences, topics, and platforms. If two optimizations for different audiences could be swapped without anyone noticing, the process failed. Every decision point must branch based on research, not default to a familiar pattern.
**Waterfall Enrichment Principle:** Each phase answers specific questions whose answers become required inputs for the next phase. No phase can be skipped. No phase can operate without the outputs of the previous phase. This mirrors how elite marketing professionals actually work: you can't write a title until you know what words activate this audience, and you can't know what words activate this audience until you know who they are, and you can't know who they are until you understand what the content actually offers.
**Neuro-Lexical Principle:** Every word is a neurological decision. Specific words fire specific neural pathways in specific populations. Word ORDER affects cognitive processing speed, emotional activation, and retention. This isn't metaphor — it's how the brain processes language. The skill treats word selection and arrangement as a science applied across ALL components, not just titles.
**Anti-Contrast Framing Rule:** Copy must NEVER use the "Not X — it's Y" or "isn't X, it's Y" pattern. This structure ("The barrier isn't skill — it's exposure," "It's not about talent — it's about access") is the single most overused framing in content copy. It feels clever but it's a crutch that makes every package sound the same regardless of angle. Every time the copy wants to set up a contrast pair, it must find a direct assertion instead. Say what the thing IS, not what it isn't. "Exposure is the barrier" — not "The barrier isn't skill, it's exposure."
**Copy ≠ Transcript Rule:** Copy is ORIGINAL persuasion text. It is never a transcription, quotation, or paraphrase of what was said in the video. The transcript is source material — it tells you what the content contains so you can sell it. Copy sells the REASON TO WATCH, not the experience of watching. If the viewer reads the copy and already has the guest's key line, the copy stole from the video instead of selling it. Specific prohibitions: no direct quotes from the transcript in titles, descriptions, captions, or hooks. No "she said [exact quote]" constructions. The guest's words are the REWARD for clicking — the copy is the REASON to click.
---
Before Starting: Load References1.6 KB
## Before Starting: Load References
**Read ALL of the following before producing any output:**
1. [content-intelligence.md](#reference-content-intelligence) — Content analysis, archetype classification, emotional peak mapping
2. [strategic-synthesis.md](#reference-strategic-synthesis) — Persuasion model derivation, framework emergence, angle construction, lexical strategy
3. [platform-psychology-engine.md](#reference-platform-psychology-engine) — Platform-specific cognitive brain states, attention mechanics, and how they change copy decisions
4. [construction-protocol.md](#reference-construction-protocol) — Per-component construction with derivation chains, neuro-lexical word rules, and verification
5. [platform-specs.md](#reference-platform-specs) — Hardcoded component anatomy, purposes, format constraints, quality gates
**Determine platform(s):**
- If user specifies platform(s) → Use those
- If user doesn't specify → Ask which platform(s) they want optimized
- Process ONE platform at a time for quality. Complete all 3 packages for Platform A before starting Platform B.
**Determine branding:**
- If user mentions DN/Disruption Now or MWC/MidwestCon → Apply relevant branding
- If topic aligns with MWC 2026 tracks → Offer MWC integration
- If neither → No branding required (skip branding elements)
**Input requirements:**
- Primary input: Full transcript, captions, or detailed content description
- Optional: Guest name, episode number, specific angle preferences, target audience hints
- If transcript is provided: Extract everything from it. Don't ask the user to summarize their own content.
---
Adaptive Workflow9.7 KB
## Adaptive Workflow
This is NOT a linear checklist. It is a decision tree. Each phase produces reasoning outputs that ROUTE the next phase differently. All reasoning is INTERNAL — the user sees only the final optimized packages, not the synthesis documents.
### PHASE 1: Content Intelligence
**Question:** What do we actually have, and what makes it valuable?
Read **[content-intelligence.md](#reference-content-intelligence)** and execute the full content analysis:
- Extract the core argument or revelation (the single most valuable thing in this content)
- Map all entities present (people, companies, concepts, technologies — primary, secondary, tertiary)
- Classify the content archetype (transformation, revelation, narrative, analysis, commentary, evaluation, proof, engagement)
- Identify emotional peaks (specific timestamps or moments where energy/insight/tension is highest)
- Derive the transformation promise (what changes for the viewer after watching)
- Extract guest intelligence if applicable (who they are, why they matter to this audience, what authority they bring)
**Output:** A content intelligence packet that tells subsequent phases WHAT we're optimizing, what's MOST VALUABLE in it, and what PROMISE it makes.
**Routing:** The content archetype determines which viewer motivations to research. The transformation promise shapes the keyword strategy. The emotional peaks inform hook construction. The entity map feeds SEO and algorithm signals.
---
### PHASE 2: Segment Intelligence
**Question:** Who specifically are we talking to, what drives them, and what words activate their brain right now?
Using the content intelligence packet, execute the full profiling process:
- Identify the specific decision-maker (not "entrepreneurs" — "solo founders evaluating AI tools for their first hire replacement")
- Build the 6-layer psychographic profile from fresh research:
- Layer 1: Professional Identity (how they describe themselves)
- Layer 2: Motivation Architecture (what they're measured on, what success looks like)
- Layer 3: Fear & Pain Mapping (what they're worried about, what's failed before)
- Layer 4: Information Processing (how they evaluate, what triggers skepticism)
- Layer 5: Language & Discourse Patterns (their actual words — minimum 10 captured phrases)
- Layer 6: Current Emotional Baseline (dominant emotion about this topic right now)
- Produce a Segment Synthesis document
Then execute the full neuro-lexical language mining:
- Mine comment sections, forums, Reddit, LinkedIn for authentic viewer language (top 30-50 comments per source, not just top 10)
- Classify captured words into: in-group recognition triggers, dopamine words, urgency/threat words, sensory/concrete words
- Identify exhausted words for this segment (over-saturated terms that now trigger scroll-past)
- Assess shelf life of discovered trigger words (trending up, peaking, or declining)
- Research current neurologically active words for this segment (live, every run — these change constantly)
**Output:** A segment synthesis that tells subsequent phases WHO we're targeting, what DRIVES them, how they SPEAK, what they're SKEPTICAL of, and what SPECIFIC WORDS activate their brain right now.
**Routing:** The segment synthesis controls everything downstream. The fear architecture determines whether to lead with risk or aspiration. The trust profile determines proof type. The language capture becomes the raw material for all copy. The lexical intelligence governs word-level decisions across every component. If the synthesis is generic, everything downstream will be generic.
---
### PHASE 3: Market Intelligence
**Question:** What's the competitive landscape, and where are the opportunities?
Using both intelligence packets, execute platform-specific research:
- Execute live keyword research: seed extraction from content + viewer intelligence, autocomplete mining on target platform, question mining from forums/Reddit, semantic cluster construction, intent matching, AI search query optimization
- Execute competitive forensic analysis: classify competitors by authority tier, deconstruct word-level choices in top titles, identify pattern saturation at the structural level, map exploitable gaps at the strategy level
- Find trend intersections (is this topic touching something currently trending on this platform)
- Verify current algorithm priorities (what does this platform reward right now — not 6 months ago)
**Output:** A market intelligence packet with keyword clusters, competitive landscape, identified gaps, trend connections, and algorithm signal requirements.
**Routing:** The keyword clusters feed title and description construction. The gaps determine differentiation strategy. The trend intersections create timeliness hooks. The algorithm signals set minimum requirements for each component. The competitive analysis tells us what to AVOID (saturated approaches).
---
### PHASE 4: Strategic Synthesis
**Question:** Given everything we know, what's our approach?
Using ALL three intelligence packets, read **[strategic-synthesis.md](#reference-strategic-synthesis)** and derive:
- The psychological angle (from viewer driver × content archetype — not selected from a menu)
- The differentiation strategy (from competitive gaps × content's unique angle)
- The proof approach (from skepticism level × content's evidence)
- The voice (from captured language × content energy)
- The lexical strategy (from neurologically active words → mapped to specific components with arrangement rules)
- The framework (emerges from all the above — never picked from a catalog)
- **3 distinct strategic angles** for the 3 packages (genuinely different entry points, not word swaps)
**Output:** A strategic synthesis with three fully differentiated angle packages, each with its own psychological entry point, lexical strategy, and component-level plan.
**Routing:** Each angle becomes the control document for one complete package. The lexical strategy governs word-level decisions. The voice derivation controls register and vocabulary. The proof approach determines what evidence goes where.
---
### PHASE 5: Construction
**Question:** How do we build each component to fulfill its fixed purpose using this specific strategy?
Read **[construction-protocol.md](#reference-construction-protocol)**, **[platform-specs.md](#reference-platform-specs)**, and **[platform-psychology-engine.md](#reference-platform-psychology-engine)**.
Before building, consult the platform psychology engine to understand the COGNITIVE STATE of viewers on this specific platform — YouTube viewers are in intentional evaluation mode, TikTok viewers are in passive discovery mode, Instagram viewers are in curated aspiration mode. These brain states change what works at the copy level.
For the target platform, build ALL 3 packages. Each package includes every component for that platform (see platform-specs.md for component lists). The neuro-lexical word rules in **[construction-protocol.md](#reference-construction-protocol)** govern word-level decisions across ALL components.
**Construction order per package:**
1. Scroll-stopper (thumbnail text / cover text / caption first line for LinkedIn) — STOP the scroll
2. Click-trigger (title / caption first line) — TRIGGER the click
3. Commitment device (hook script / overlay sequence / caption body for LinkedIn) — COMMIT the viewer
4. Value container (description / caption body) — DEEPEN engagement
5. Algorithm signals (tags / hashtags) — SIGNAL the algorithm
6. File metadata (file name) — SUPPORT discoverability
Each component is BUILT from the strategic synthesis, not adapted from a template. The construction protocol specifies how to derive each component type from the strategy outputs.
---
### PHASE 6: Verification
**Question:** Does every component fulfill its purpose, and does the package work as a system?
This is a SILENT quality gate — the user never sees it. Before outputting, verify:
**Per-Component Checks:**
- Does the scroll-stopper create a pattern interrupt using the identified viewer driver?
- Does the click-trigger contain the primary keyword AND create a curiosity/promise gap?
- Does the commitment device prevent bounce in the critical window (15s long-form, 3s short-form)?
- Does the value container reward the reader with structured value AND keyword density?
- Do the algorithm signals correctly classify the content for the target platform?
**Neuro-Lexical Checks:**
- Is there at least ONE neurologically active trigger word per component?
- Are trigger words in first or last position (serial position optimization)?
- Are concrete words used instead of abstract where possible?
- Are exhausted words from the lexical intelligence absent from all copy?
- Does sentence rhythm vary (no monotonous patterns in descriptions/captions)?
**System Checks:**
- Do the scroll-stopper and click-trigger tell a two-part story (not redundant)?
- Does the hook fulfill the promise made by the click-trigger?
- Is the voice consistent across all components within a package?
- Are the 3 packages genuinely different angles (not word swaps)?
- Does ANY component use "Not X — it's Y" contrast framing? → REMOVE and replace with direct assertion
- Does ANY component quote, paraphrase, or reproduce language from the transcript? → REMOVE. Copy sells the reason to watch, never the content itself.
- Do all three titles share the same grammatical structure? → DIVERGE. Each title must use a different sentence pattern.
**Cross-Carousel Check (if multiple packages in conversation):**
- Could any two packages be confused for the same angle? → Differentiate further
- Does each package's scroll-stopper use a different psychological mechanism? → Required
If any check fails → fix before output. The user sees only the verified final packages.
---
Output Format1.2 KB
## Output Format
For EACH platform requested, output 3 complete packages:
```
PLATFORM: [YouTube Long-Form / YouTube Shorts / TikTok / Instagram Reels / LinkedIn]
AUDIENCE: [Precise description from Segment Synthesis]
CONTENT: [One-line content summary]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PACKAGE 1
[All components for this platform — see platform-specs.md]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PACKAGE 2
[All components for this platform]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PACKAGE 3
[All components for this platform]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
```
Each package contains ONLY production-ready copy. All reasoning, strategic angle descriptions, psychological entry explanations, and internal analysis are INTERNAL — never shown to the user. No post-publish checklists, monitoring suggestions, or optimization advice. The output is copy the user can deploy, nothing else.
---
The Only Test That Matters0.5 KB
## The Only Test That Matters
After the packages are complete, ask one question:
**If I ran this exact process for a different audience on a different topic, would the output be materially different?**
If the answer is "I'm not sure" — the segment synthesis wasn't specific enough, the lexical strategy wasn't derived closely enough from live research, or the construction didn't apply the neuro-linguistic rules rigorously. Go back upstream. The problem is never at the copy level. It's always at the research level.
---
DN/MWC Integration (When Applicable)0.6 KB
## DN/MWC Integration (When Applicable)
If the user requests Disruption Now or MidwestCon branding:
- **Disruption Now Podcast**: Include podcast-specific elements (episode number, "Disruption Now" in title, DN website in description, subscribe CTA)
- **MidwestCon 2026**: Connect content to relevant MWC track, include #MWC2026, reference September 8-11 2026 / Cincinnati. The connection must feel organic — the content LEADS TO the conference theme, not the other way around.
MWC 2026 Tracks:
- The Kinetic Enterprise (REBUILD)
- The Adaptive Workforce (REIMAGINE)
- The Governance of Trust (REDEFINE)
- The Founder's Frontier (DISRUPT)
---
Reference: CHANGELOG3.5 KB
## Reference: CHANGELOG
#### Files Modified
##### SKILL.md
- **Added** Anti-Contrast Framing Rule to Core Philosophy
- **Added** Copy ≠ Transcript Rule to Core Philosophy
- **Updated** description to include LinkedIn
- **Updated** output format: removed angle names, psychological entry explanations, 24-hour checklist
- **Updated** packages to plain "PACKAGE 1 / 2 / 3" — no labels
- **Updated** construction order to reflect Shorts thumbnail + LinkedIn components
- **Updated** verification phase: added contrast framing ban, transcript quote ban, structural divergence check
- **Updated** platform list to include LinkedIn
- **Strengthened** output boundary rule: "copy the user can deploy, nothing else"
##### platform-specs.md
- **Added** LinkedIn full platform spec (caption architecture, hashtags, quality gates)
- **Updated** YouTube Long-Form tags: 5-12 → 5-8
- **Updated** YouTube Shorts tags: 3-8 → 5-8
- **Replaced** YouTube Shorts Text Overlay Sequence → Thumbnail Text (static preview)
- **Updated** TikTok hashtags: reflects hard cap of 5 (platform-enforced since Aug 2025)
- **Updated** Instagram Reels hashtags: reflects hard cap of 5 (platform-enforced since Dec 2025)
- **Removed** TikTok Sound Reference component
- **Removed** 24-hour checklist mandate from cross-platform rules
- **Added** cross-platform rules: no advisory content, anti-contrast, copy≠transcript
- **Updated** Platform Tone Guide table to include LinkedIn
##### construction-protocol.md
- **Removed** entire 24-Hour Optimization Checklist section (all platforms)
- **Added** Output Boundary Rule (deployable copy only, no advice)
- **Updated** scroll-stopper mapping: Shorts → thumbnail text, added LinkedIn
- **Updated** click-trigger mapping: added LinkedIn
- **Updated** commitment device mapping: Shorts → hook script (not overlay), added LinkedIn
- **Updated** value container mapping: added LinkedIn
- **Updated** algorithm signals mapping: updated all hashtag/tag counts, added LinkedIn
- **Added** YouTube Shorts Hook Construction section (spoken hook + thumbnail)
- **Renamed** Short-Form Overlay to TikTok/Reels only (Shorts removed)
- **Added** LinkedIn Caption Construction section (5-layer architecture)
- **Updated** platform-specific tag formatting with current counts
- **Added** anti-contrast and copy≠transcript enforcement to LinkedIn section
##### strategic-synthesis.md
- **Added** Structure test to Angle Divergence Test (no shared grammatical patterns)
- **Added** Contrast framing ban to Angle Divergence Test
- **Added** 3 new checks to verification table: contrast framing, transcript quoting, structural monotony
##### content-intelligence.md
- **Updated** pull quote guidance → internal reference only, never for copy output
- **Updated** "Best peak for pull quote" → "Best peak for hook inspiration"
- **Removed** "pull quotes" from emotional peaks description and routing table
##### platform-psychology-engine.md
- **Added** LinkedIn: Evaluation Mode section (brain state, attention mechanics, copy implications, cognitive patterns)
- **Added** LinkedIn to all cross-platform constants (curiosity gaps, social proof, trust formation, algorithm rewards)
#### Research-Backed Updates
- YouTube Tags: 5-8 optimal (Ahrefs, YouTube Booster)
- YouTube Hashtags: 3-5 per video (Hollyland, Metricool)
- TikTok: Hard cap of 5 hashtags (MediaPost, Planoly — enforced Aug 2025)
- Instagram: Hard cap of 5 hashtags (Instagram official — enforced Dec 2025)
- LinkedIn: 3-5 hashtags optimal (Sprout Social, Hootsuite, Snovio Labs)
---
Reference: construction-protocol23 KB
## Reference: construction-protocol
#### What This Phase Produces
Production-ready copy for every component of every package, built from the Strategic Synthesis using the Neuro-Lexical Engine's rules. Each component is CONSTRUCTED from specific inputs — not adapted from templates. The construction follows a derivation chain: Strategic Angle → Component Purpose → Neuro-Lexical Rules → Specific Copy.
#### Why It Exists
Even with perfect intelligence and strategy, copy can fail in construction. The gap between "I know what to say" and "I know how to say it, word by word, in the right order, for the right component" is where most optimization falls apart. This protocol bridges that gap with explicit construction processes for each component type.
---
#### Principle: Components Are a System
Every component in a package serves a fixed purpose (defined in platform-specs.md), but they must work TOGETHER as a system. Here's how the system flows:
```
[Scroll-stopper] → STOPS the thumb/eye → creates 0.3s of attention
↓
[Click-trigger] → CAPTURES that attention → creates curiosity/promise gap
↓
[Commitment device] → FULFILLS the promise partially → prevents bounce
↓
[Value container] → REWARDS the engagement → delivers value + navigation + CTA
↓
[Algorithm signals] → CLASSIFIES the content → ensures discoverability
```
Each component inherits the PSYCHOLOGICAL DIRECTION set by the one before it. The scroll-stopper and click-trigger tell a two-part story. The hook fulfills the title's promise. The description rewards what the hook started. Breaking this chain breaks the system.
##### The Two-Part Story Rule
The scroll-stopper (thumbnail/cover/frame 1) and the click-trigger (title/caption first line) MUST tell a two-part story:
- If the thumbnail says "I QUIT" → the title should say WHY or WHAT HAPPENED (not also "I quit my job")
- If the thumbnail text is the QUESTION → the title should be the HINT at the answer
- If the thumbnail text is the SHOCK → the title should be the CONTEXT
- If the thumbnail text is the NUMBER → the title should be the MEANING
They should NEVER duplicate information. Together they must create more curiosity than either could alone.
---
#### Component Type 1: Scroll-Stoppers
**Purpose:** STOP the scroll. Create a 0.3-1 second pattern interrupt that earns a moment of attention.
**What it is on each platform:**
- YouTube Long-Form: Thumbnail text overlay (≤5 words, part of thumbnail image)
- YouTube Shorts: Thumbnail text (≤5 words, appears on static preview in vertical feed)
- TikTok: Frame 1 text overlay (upper third, ≤4 words)
- Instagram Reels: Cover image text (≤5 words, legible at square crop)
- LinkedIn: Caption first line (~140 visible chars — this IS the scroll-stopper on LinkedIn since there's no visual text overlay)
##### Construction Process
**Step 1: Identify the mechanism from the viewer driver.**
From the Strategic Synthesis, what makes this specific viewer STOP scrolling?
- If their driver is FEAR/LOSS → The scroll-stopper should create a threat signal. Words that activate the amygdala: "WARNING," "MISTAKE," "DON'T," "STOP," "FAILING"
- If their driver is GAIN/ASPIRATION → The scroll-stopper should create a reward signal. Words that activate dopamine: "FREE," "SECRET," "$[number]," "BLUEPRINT," "RESULTS"
- If their driver is IDENTITY/BELONGING → The scroll-stopper should create a recognition signal. In-group words from the lexical inventory.
- If their driver is CURIOSITY → The scroll-stopper should create an information gap. Words that create open loops: "WHY," "HOW," "WHAT IF," "[Counter-intuitive claim]"
**Step 2: Cross-check competitive saturation.**
From Market Intelligence: What thumbnail/cover approaches are EVERYONE using? If every competitor uses shocked-face + red text saying "EXPOSED," that approach is saturated. Use a different mechanism even if it's psychologically strong.
**Step 3: Construct in ≤4-5 words.**
Using the assigned trigger word from the Lexical Strategy and the identified mechanism:
- First word: Pattern interrupt or recognition trigger
- Last word: Promise or curiosity hook
- Middle (if any): Context that connects first and last
Apply neuro-lexical rules:
- All words concrete (no abstract filler)
- Cognitive load = 1 concept maximum
- No exhausted words from the inventory
**Step 4: Verify complement with title.**
Read the scroll-stopper text, then the title. Together they should create more curiosity than either alone. If reading both gives the viewer all the information → they won't click. There must be an UNANSWERED ELEMENT that only watching resolves.
```
SCROLL-STOPPER CONSTRUCTION:
- Mechanism: [Threat / Reward / Recognition / Gap]
- Viewer driver match: [Which driver from synthesis this activates]
- Competitive differentiation: [How this differs from competitor approaches]
- Text: [2-5 words]
- Trigger word used: [Which word from lexical strategy]
- Two-part story check: [What question does this create that the title partially answers?]
```
---
#### Component Type 2: Click-Triggers
**Purpose:** TRIGGER the click. Convert the attention earned by the scroll-stopper into a decision to engage.
**What it is on each platform:**
- YouTube Long-Form: Title (≤60 chars, primary keyword in first 3-5 words)
- YouTube Shorts: Title (≤50 chars)
- TikTok: Caption first line (≤150 chars optimal for full text, first ~50 chars most critical)
- Instagram Reels: Caption first ~125 visible chars
- LinkedIn: Caption first ~140 visible chars (on LinkedIn, the scroll-stopper and click-trigger are the SAME component — the visible caption before "see more." The first line must do both jobs.)
##### Construction Process
**Step 1: Start with the primary keyword.**
From Market Intelligence, the primary keyword must appear in the first 3-5 words of the title. This is non-negotiable for SEO. The construction challenge is making this keyword placement feel natural, not forced.
Techniques:
- "[Keyword]: [Promise]" — keyword as label, promise as payoff
- "[Number] [Keyword] [Outcome]" — keyword embedded in a specific claim
- "[Entity] Reveals [Keyword] [Insight]" — keyword in an authority frame
- "Why [Keyword] [Surprising claim]" — keyword in a question/curiosity frame
**Step 2: Apply the strategic angle.**
From the Strategic Synthesis, this title must execute the specific psychological entry for this package's angle:
- Angle leads with TRANSFORMATION → Title structure: "[Before state] to [After state]" or "How [Entity] achieved [Result]"
- Angle leads with REVELATION → Title structure: "The [Hidden/Unknown thing] about [Topic]" or "What [Authority] revealed about [Topic]"
- Angle leads with AUTHORITY → Title structure: "[Guest Name]: [Their key claim]" or "[Credential] Explains [Topic]"
- Angle leads with DATA → Title structure: "[Specific number] [What it means]" or "[Statistic] [Implication]"
- Angle leads with URGENCY → Title structure: "Why [Topic] [Matters Now]" or "Before [Deadline/Change]: [What to do]"
- Angle leads with IDENTITY → Title structure: "For [Specific audience]: [Value]" or "Every [Role] Needs to Know [This]"
**Step 3: Inject differentiation.**
From the Differentiation Strategy, add the element that makes this title different from every competitor's:
- If differentiation is SPECIFICITY → Include the specific number, name, or mechanism
- If differentiation is AUTHORITY → Include the guest's name or credential
- If differentiation is RECENCY → Include the year or timeframe
- If differentiation is ANGLE → Make the unique perspective visible in the title itself
**Step 4: Calibrate to skepticism level.**
From the Proof Approach:
- High skepticism → Qualify claims. "Based on 200+ companies" vs "The ultimate guide"
- Medium skepticism → Balance promise with proof. "The 3-Step Method (That Saved 14 Companies)"
- Low skepticism → Bold claims acceptable. "This Will Change How You Think About AI"
**Step 5: Apply neuro-lexical rules.**
- First word: Highest-activation element (keyword, number, or trigger word)
- Last word: Motivational/emotional payload
- ≤2 trigger words from lexical strategy
- All words concrete (substitutions applied)
- Cognitive load ≤ 2 concepts
- No exhausted words
- Register matches captured language
**Step 6: Write in their voice.**
Read the captured phrases from the synthesis. Does the title sound like something that could appear in their LinkedIn feed? In the description of a conference session they'd attend? If the title uses words they'd never use → rewrite using their vocabulary.
```
CLICK-TRIGGER CONSTRUCTION:
- Primary keyword: [From market intelligence] — position: [Where in the title]
- Strategic angle execution: [How this angle's entry point shows up]
- Differentiation element: [What makes it different from competitors]
- Skepticism calibration: [Bold / Qualified / Proof-embedded]
- Neuro-lexical: First word = [X], Last word = [X], Trigger words = [X, X]
- Voice check: [Does it match captured language register?]
- Title: [Full title text]
- Character count: [Must be within platform limit]
```
---
#### Component Type 3: Commitment Devices
**Purpose:** COMMIT the viewer. Prevent bounce in the critical window (first 15 seconds for long-form, first 3 seconds for short-form).
**What it is on each platform:**
- YouTube Long-Form: Hook script (0-15 seconds, structured as OPEN → ESCALATE → BRIDGE)
- YouTube Shorts: Hook script (0-15 seconds, same structure as long-form but tighter — Shorts still have spoken hooks)
- TikTok: Text overlay sequence (frame 1 upper third, subsequent frames avoid bottom 20%)
- Instagram Reels: Text overlay sequence (avoid top 250px and bottom 250px)
- LinkedIn: Caption body paragraphs 2-3 (the expanded text that rewards the "see more" click — must immediately deliver on the hook's promise)
##### Long-Form Hook Construction (YouTube)
The hook must fulfill the title's promise within 15 seconds or the viewer bounces.
**Beat 1: OPEN (0-3 seconds)**
- Job: Establish relevance. The viewer needs to know in 3 seconds that this video is for THEM.
- Construction: Start with a statement that mirrors the viewer's current state (from Emotional Baseline). Use their language. If the viewer is frustrated → validate the frustration. If curious → acknowledge the curiosity. If anxious → name the anxiety.
- Neuro-lexical: First spoken word should be an in-group recognition word or a concrete noun. NOT "Hey guys" or "So" or "Today we're going to."
**Beat 2: ESCALATE (3-8 seconds)**
- Job: Raise the stakes. The viewer needs to understand what's at risk or what's available.
- Construction: Introduce the core argument's TENSION. This is the gap between what the viewer currently knows/does and what the content reveals. Use the emotional peak identified in Content Intelligence.
- Neuro-lexical: This beat gets the urgency or threat trigger word. The stakes must be concrete — "73% of companies fail at this" not "many companies struggle."
**Beat 3: BRIDGE (8-15 seconds)**
- Job: Promise the payoff. The viewer needs to know that STAYING will be worth their time.
- Construction: Preview the value without giving it away. "In this conversation, [guest] breaks down the exact [method/framework/approach] that..." This is the bridge between hook and content.
- Neuro-lexical: This beat gets the promise or reward trigger word. The bridge must be specific enough to be credible but incomplete enough to require watching.
```
HOOK SCRIPT:
Beat 1 (0-3s): [Exact script — OPEN]
Beat 2 (3-8s): [Exact script — ESCALATE]
Beat 3 (8-15s): [Exact script — BRIDGE]
Trigger words used: [Which words, which beats]
Voice match: [Does it sound like the viewer's captured language?]
Title fulfillment: [Does the hook begin delivering what the title promised?]
```
##### YouTube Shorts Hook Construction
YouTube Shorts get a SPOKEN HOOK (same structure as long-form but compressed) plus a THUMBNAIL TEXT (static preview). Shorts do NOT use text overlay sequences — they use spoken hooks like long-form but tighter.
**The Shorts hook follows the same OPEN → ESCALATE → BRIDGE structure as long-form** but compressed to match the shorter format. Apply the same construction rules from the Long-Form Hook section above.
**The Shorts thumbnail text follows the same construction rules as the YouTube Long-Form thumbnail** (see Scroll-Stoppers section above) — ≤5 words, complement the title, create the two-part story.
##### Short-Form Overlay Construction (TikTok/Reels)
TikTok and Instagram Reels commitment devices are TEXT ON SCREEN, not spoken hooks. Different rules apply.
**Frame 1: INTERRUPT (0-1 second)**
- Job: Stop the scroll AND establish topic in one frame.
- Construction: ≤4 words. The strongest trigger word from the lexical strategy. Must be readable in under 1 second.
- Platform placement: TikTok upper third, Reels center avoiding top/bottom 250px
**Frames 2-4: VALUE BEATS (1-5 seconds)**
- Job: Deliver value information in digestible beats.
- Construction: Each frame = 1 concept, 2-4 words. Progressive revelation — each frame builds on the last.
- Pacing: ~2 words per second reading speed. New frame every 1.5-2 seconds.
**Frame 5+: PAYOFF or LOOP**
- Job: Either deliver the final value beat or create a loop (for completion rate optimization).
- For payoff: The strongest insight or takeaway in ≤4 words
- For loop: Return to a visual/verbal element from Frame 1 (creates replay impulse)
```
OVERLAY SEQUENCE:
Frame 1 (0-1s): [Text] — [Position on screen]
Frame 2 (1-2.5s): [Text] — [Position]
Frame 3 (2.5-4s): [Text] — [Position]
Frame 4 (4-5.5s): [Text] — [Position]
[Continue as needed]
Loop/Payoff: [Which approach and why]
Trigger distribution: [Which trigger word in which frame]
```
---
#### Component Type 4: Value Containers
**Purpose:** DEEPEN engagement. Reward the viewer with value, navigation, proof, and a path to action.
**What it is on each platform:**
- YouTube Long-Form: Description (≥250 words, structured with timestamps, guest info, resources, Q&A)
- YouTube Shorts: Description (100-300 chars + #Shorts)
- TikTok: Caption body (up to 2,200 chars, though shorter is typically stronger)
- Instagram Reels: Caption body (up to 2,200 chars, first ~125 visible)
- LinkedIn: Caption body (up to 3,000 chars total — the full post including hook, value architecture, guest info, CTA, and hashtags)
##### YouTube Long-Form Description Construction
This is the most complex component. It serves multiple functions simultaneously:
**Layer 1: Hook (first 2-3 lines, visible before "Show more")**
- This is the SECOND title. Many viewers read the description preview before deciding to watch.
- Construction: Expand on the title's promise with specific detail. Answer the question the title raises.
- Neuro-lexical: Apply serial position to the first sentence. Concrete words. Sentence rhythm: short-long or question-answer.
**Layer 2: Value Architecture (visible after "Show more")**
- Timestamps with descriptive labels (not just "Introduction" — "Why 73% of AI pilots fail in 90 days")
- Each timestamp label should contain a secondary keyword and promise a specific insight
- Timestamps double as a table of contents AND a keyword embedding opportunity
**Layer 3: Guest/Authority Section (if applicable)**
- Guest bio focused on WHY THEY MATTER for this specific topic
- Credentials relevant to this content (not their entire resume)
- Links to guest's relevant work
- This section serves as authority proof for skeptical viewers AND entity SEO
**Layer 4: Resource Section**
- Links mentioned in the video
- Related content recommendations
- Tools, books, frameworks discussed
- Each resource link is a keyword embedding opportunity
**Layer 5: Q&A Optimization**
- 2-3 questions the content answers, phrased as viewers would search or ask an AI
- Brief answers that reference specific parts of the content
- These capture "People also ask" and AI search recommendation signals
**Layer 6: CTA Section**
- Subscribe CTA with specific value proposition (not "subscribe for more" — "subscribe for weekly AI implementation breakdowns")
- Social media links if applicable
- DN/MWC integration if applicable
**Layer 7: Keyword Architecture (invisible to viewer, visible to algorithm)**
- Ensure primary keyword appears 3-5 times naturally throughout
- Each secondary keyword appears 1-2 times
- Entity keywords appear where contextually relevant
- NO keyword stuffing — every keyword appearance must serve the viewer AND the algorithm
```
DESCRIPTION CONSTRUCTION:
Layer 1 (Hook): [First 2-3 lines]
Layer 2 (Timestamps): [Descriptive timestamps with keywords]
Layer 3 (Authority): [Guest/source section]
Layer 4 (Resources): [Links and references]
Layer 5 (Q&A): [AI-optimized questions and answers]
Layer 6 (CTA): [Specific, value-driven call to action]
Keyword density: Primary [X times], Secondary [X each], Entity [X each]
Sentence rhythm: [Varies — long-short, question-answer patterns present]
```
##### Short-Form Caption Construction (Shorts/TikTok/Reels)
Short-form captions serve fewer functions but in tighter space. Each platform's caption has a SPECIFIC JOB:
- **YouTube Shorts description:** Algorithm classification + hashtag delivery. Viewers rarely read Shorts descriptions. Keep it to a value statement + guest info + hashtags. Don't waste space on persuasion — the title and thumbnail already did that job.
- **TikTok caption:** The first ~50 visible characters ARE the hook for viewers who read before watching. The rest (behind "more") is for keyword density and hashtag placement. TikTok's algorithm reads captions for keyword signals, so keyword-rich natural language matters.
- **Instagram Reels caption:** First ~125 visible characters are the hook. The expanded body rewards the "see more" click with value architecture. Instagram's algorithm weights saves and shares — copy should feel reference-worthy, not disposable.
**Structure:**
- First line: Expand on the thumbnail/cover's promise or add context. This is the visible line.
- Body: Brief value add — what the viewer gains, social proof, or a conversation starter
- Hashtags/tags: Placed according to platform convention
- CTA: If applicable, keep it to one action
**Neuro-lexical for short captions:**
- Every sentence should contain a concrete word
- No sentence longer than ~15 words
- First sentence: Serial position optimized
- If there's room for only ONE sentence: Make it the title of an insight, not a summary of the video
##### LinkedIn Caption Construction
LinkedIn captions are the MOST COMPLEX short-form component. The caption IS the entire post — there's no separate title, thumbnail text, or description. It must do the work of scroll-stopper, click-trigger, commitment device, and value container in one continuous piece.
**Layer 1 (Hook — first ~140 chars, visible before "see more"):**
- This is simultaneously the scroll-stopper AND click-trigger
- Must be a standalone statement that creates enough tension/curiosity to earn the "see more" click
- NOT a summary. NOT a question. A declarative statement that makes the reader need to know more.
- Neuro-lexical: First word = highest-activation element. Last word = emotional payload. Concrete nouns only.
**Layer 2 (Value body — expanded view):**
- Build the argument for why this content matters. Establish stakes. Create the case for watching.
- Short paragraphs (1-3 sentences). Single-sentence paragraphs for emphasis. White space as a tool.
- Use the viewer's language from segment synthesis.
- Each paragraph must advance the argument — no filler, no repetition.
- LinkedIn's algorithm rewards comments over likes. Write copy that invites response.
**Layer 3 (Guest/authority — if applicable):**
- Who this person is and why they matter for THIS topic
- Social links to guest's LinkedIn, X, IG, website
- Positioned after the value body, before CTA
**Layer 4 (CTA):**
- One clear action: "Watch the full conversation above" or equivalent
- Don't stack multiple CTAs. One action, clearly stated.
**Layer 5 (Hashtags):**
- 3-5 hashtags in PascalCase at the bottom
- Never in the hook area — hashtags in the first line damage the scroll-stopping power
**Anti-contrast enforcement:** LinkedIn copy is especially prone to "Not X — it's Y" framing because the platform rewards thought leadership positioning. Resist this. Direct assertions are stronger and more distinctive.
**Copy ≠ transcript enforcement:** LinkedIn audiences are the most likely to feel cheated if they read the guest's key insight in the post and then watch a video that delivers the same line. The post must sell the REASON to watch without giving away the REWARD of watching.
---
#### Component Type 5: Algorithm Signals
**Purpose:** SIGNAL the algorithm. Ensure the platform's recommendation system correctly classifies and distributes this content.
**What it is on each platform:**
- YouTube Long-Form: Tags (5-8, first = exact primary keyword)
- YouTube Shorts: Tags (5-8, include "Shorts" and primary keyword)
- TikTok: Hashtags (exactly 5 — platform hard cap — mix of niche + broad)
- Instagram Reels: Hashtags (exactly 5 — platform hard cap — niche-specific, in caption)
- LinkedIn: Hashtags (3-5, PascalCase, at bottom of caption)
##### Construction Process
**Step 1: Build from keyword clusters.**
Using Market Intelligence keyword clusters:
- Primary keyword → First tag/most prominent hashtag
- Secondary keywords → Next 2-3 tags/hashtags
- Entity keywords → Next 2-3 tags (guest name, company, tool names)
- Long-tail keywords → Remaining tags (exact phrases people search)
**Step 2: Platform-specific formatting.**
- YouTube tags: No #, just comma-separated terms. First tag = exact primary keyword. Include variations (singular/plural, with/without "the"). 5-8 tags within 500 char limit.
- TikTok hashtags: Exactly 5 (platform hard cap). Mix: 2 broad/trending + 3 niche/content-specific. Every hashtag must accurately describe the video content.
- Instagram hashtags: Exactly 5 (platform hard cap). All niche-specific. In caption at the end.
- LinkedIn hashtags: 3-5 in PascalCase. At bottom of caption. Mix of 1-2 broad industry + 2-3 niche topic.
**Step 3: Trend hashtag integration (if applicable).**
From Trend Intelligence: If a genuine trend intersection exists, include the trend's hashtag. But ONLY if the connection is real — algorithm systems penalize misleading hashtags.
---
#### Component Type 6: File Metadata
**Purpose:** SUPPORT discoverability through file-level signals.
##### YouTube File Name Construction
Format: `primary-keyword-entity-name.mp4` (or `-shorts.mp4` for Shorts)
The file name is a minor but real SEO signal. Use the primary keyword and most important entity name. Separate words with hyphens. No spaces, no special characters.
Example: `ai-implementation-failures-brandon-knight.mp4`
---
#### Output Boundary Rule
The construction protocol produces ONLY deployable copy. No post-publish monitoring checklists, optimization suggestions, or advisory content. If it can't be pasted into a platform's upload interface, it doesn't belong in the output.
---
Reference: content-intelligence14 KB
## Reference: content-intelligence
#### What This Phase Produces
A complete analysis of the content's structure, value, entities, emotional landscape, and transformation promise — extracted from the transcript or description, not assumed from the topic. This packet tells every subsequent phase WHAT we're optimizing and WHERE the value lives.
#### Why It Exists
Most copy optimization starts with the topic: "This is a video about AI." That produces generic copy. This phase starts with the SPECIFIC content: "This is a video where a former Google engineer reveals that 73% of enterprise AI pilots fail because companies skip the judgment training step, and the guest has personally rescued 14 failed implementations." That produces copy that can only belong to THIS video.
---
#### Step 1: Core Argument Extraction
**Do NOT summarize the video.** Extract the single most valuable argument, revelation, or insight. This is the thing that, if you could only communicate ONE idea to the viewer, would make them watch.
##### 1.1 The Extraction Process
Read the full transcript. Then answer:
- **What does the viewer KNOW after watching that they didn't know before?** (The knowledge delta)
- **What can the viewer DO after watching that they couldn't do before?** (The capability delta)
- **What does the viewer BELIEVE differently after watching?** (The perspective delta)
At least one of these will be strong. That's your core argument.
##### 1.2 The Specificity Test
State the core argument in one sentence. Then test it:
- Could this sentence describe a DIFFERENT video on the same topic? → Too generic. Add the specific mechanism, data point, or example that makes THIS content unique.
- Does the sentence contain a specific number, name, timeframe, or mechanism? → Good. Specificity is what separates "AI is changing business" from "73% of AI pilots fail in the first 90 days — here's the pattern."
- Does the sentence make a promise the content actually delivers? → Essential. Never promise what the content doesn't contain.
```
CORE ARGUMENT:
- Knowledge delta: [What they learn — specific]
- Capability delta: [What they can do — specific]
- Perspective delta: [What they see differently — specific]
- One-sentence core argument: [The single most valuable thing, stated specifically]
- Specificity elements: [Numbers, names, mechanisms, timeframes present]
```
---
#### Step 2: Entity Mapping
Every person, company, concept, technology, and framework mentioned in the content is a potential SEO signal, authority marker, and audience hook. Map them by importance.
##### 2.1 Primary Entities (appear in title/tags, drive the click)
These are the entities the target audience would SEARCH for. They go in titles, tags, descriptions, and file names.
- **People**: The guest, any named experts, researchers cited
- **Companies/Organizations**: Employers, case studies, institutions mentioned
- **Concepts**: The main topic, methodology, framework introduced
- **Technologies**: Specific tools, platforms, software discussed
##### 2.2 Secondary Entities (appear in descriptions/tags, deepen relevance)
These are entities that ADD context but aren't the primary draw:
- Other people mentioned in passing
- Related companies or competitors discussed
- Supporting concepts or adjacent topics
- Tools mentioned but not deeply covered
##### 2.3 Tertiary Entities (appear only in description depth, catch long-tail searches)
These are entities that appeared briefly but could match specific search queries:
- Statistics sources
- Books, papers, or reports cited
- Historical references
- Geographic locations mentioned
```
ENTITY MAP:
Primary: [List with role — e.g., "Brandon Knight (Guest, VP at Zoom, AI strategy expert)"]
Secondary: [List with context]
Tertiary: [List with search potential]
```
---
#### Step 3: Content Archetype Classification
Every piece of content has a dominant archetype that determines how it should be positioned. The archetype is NOT the topic — it's the STRUCTURE of how value is delivered.
##### Available Archetypes
**Transformation**: Content shows a before/after. Someone or something changed, and the viewer can learn how.
- Position as: "Here's how X became Y" or "The method that changed Z"
- Viewer motivation: They want the same transformation
- Best proof: The transformation evidence itself
**Revelation**: Content exposes something hidden, counterintuitive, or not widely known.
- Position as: "What they don't tell you about X" or "The hidden pattern behind Y"
- Viewer motivation: They want insider knowledge
- Best proof: The surprising data or evidence
**Narrative**: Content follows a story — a journey, a case study, an experience.
- Position as: "How [character] went from A to B" or "The story of X"
- Viewer motivation: They want to see how it plays out
- Best proof: The story's specificity and emotional resonance
**Analysis**: Content breaks down a complex topic into understandable parts.
- Position as: "X explained" or "Breaking down Y" or "Why Z works"
- Viewer motivation: They want to understand something they currently don't
- Best proof: Clarity and depth of the breakdown
**Commentary**: Content offers perspective on current events, trends, or cultural moments.
- Position as: "Why X matters" or "What Y means for Z"
- Viewer motivation: They want a trusted perspective to orient their own thinking
- Best proof: The uniqueness and reasoning quality of the perspective
**Evaluation**: Content reviews, compares, or assesses options.
- Position as: "X vs Y" or "Is Z worth it?" or "The best A for B"
- Viewer motivation: They're deciding between options
- Best proof: Thoroughness and fairness of the evaluation
**Proof**: Content demonstrates something working — a tutorial, walkthrough, or live example.
- Position as: "Watch me do X" or "X in action" or "Step-by-step Y"
- Viewer motivation: They want to see it work before trying it themselves
- Best proof: The demonstration itself
**Engagement**: Content is primarily conversational — interviews, debates, roundtables.
- Position as: "[Guest] on X" or "[Guest] reveals Y" or "The conversation about Z"
- Viewer motivation: They want to hear from this specific person or about this specific exchange
- Best proof: The guest's authority or the conversation's energy
##### Classification Process
1. Read the transcript and identify which archetype DOMINATES (most content will touch multiple, but one drives the structure)
2. Identify the secondary archetype (what's the support structure?)
3. Document how the archetype shapes positioning
```
CONTENT ARCHETYPE:
- Primary: [Archetype] — because [evidence from transcript]
- Secondary: [Archetype] — because [evidence from transcript]
- Positioning implication: [How this archetype should be framed for the viewer]
- Viewer motivation match: [What the viewer is seeking when they click]
- Best proof type: [What evidence from the content is most compelling]
```
---
#### Step 4: Emotional Peak Mapping
Every piece of content has moments of higher and lower emotional energy. The peaks are where the most valuable clips and hook inspiration live. The valleys are where viewers drop off.
##### 4.1 Identifying Peaks
Scan the transcript for:
- **Surprise moments**: Where new information contradicts expectations
- **Tension moments**: Where conflict, disagreement, or stakes are highest
- **Aha moments**: Where complex ideas click into clarity
- **Vulnerability moments**: Where the speaker gets personal or honest
- **Energy spikes**: Where the speaker's passion, humor, or intensity rises noticeably
- **Data drops**: Where specific numbers, statistics, or evidence land
##### 4.2 Mapping to Components
Each peak has a purpose in the optimization:
- The HIGHEST peak → potential hook content (first 15 seconds should tease or deliver this)
- The most SURPRISING peak → potential thumbnail/title angle (the thing that creates curiosity gap)
- The most QUOTABLE peak → internal reference for understanding the content's strongest moment (NEVER reproduce this quote in copy — the guest's words are the viewer's reward, not copy material)
- The most EMOTIONAL peak → potential short-form clip angle (TikTok/Reels/Shorts)
```
EMOTIONAL PEAKS:
1. [Timestamp/location] — [Type: surprise/tension/aha/vulnerability/energy/data] — [Verbatim quote or description]
→ Component use: [Where this peak should appear in the optimization]
2. [Continue for all significant peaks — aim for 3-6]
PEAK HIERARCHY:
- Highest peak for hook: [Which peak and why]
- Best peak for curiosity gap: [Which peak and why]
- Best peak for hook inspiration: [Which peak and why — use the ENERGY of this moment to inform copy, never quote it directly]
- Best peak for short-form: [Which peak and why — if applicable]
```
---
#### Step 5: Transformation Promise Derivation
The transformation promise is what the viewer gets in exchange for their time. It's the answer to: "Why should I watch this instead of the 500 other videos on this topic?"
##### 5.1 The Promise Hierarchy
From strongest to weakest:
1. **Outcome promise**: "After watching, you will be able to [specific action]" — Most powerful for proof/transformation archetypes
2. **Knowledge promise**: "After watching, you will understand [specific insight]" — Most powerful for analysis/revelation archetypes
3. **Perspective promise**: "After watching, you will see [topic] differently" — Most powerful for commentary/narrative archetypes
4. **Experience promise**: "Watching this will make you feel [specific emotion]" — Most powerful for engagement/narrative archetypes
##### 5.2 Promise Construction
From the core argument and archetype, construct the promise:
- What SPECIFICALLY does the viewer get? (Not "learn about AI" — "learn the 3-step framework that rescued 14 failed AI implementations")
- Is the promise UNIQUE to this content? (Could another video on the same topic make the same promise? If yes, narrow further)
- Is the promise DELIVERABLE? (Does the content actually deliver this? Never overpromise)
- Is the promise DESIRABLE to the target audience? (This connects to the segment synthesis — the promise must speak to what THEY want)
```
TRANSFORMATION PROMISE:
- Promise type: [Outcome / Knowledge / Perspective / Experience]
- Specific promise: [One sentence — what the viewer gets]
- Uniqueness: [What makes this promise unique to THIS content]
- Delivery check: [Where in the content is the promise fulfilled]
- Desirability hypothesis: [Why the target audience would want this — to be verified in Phase 2]
```
---
#### Step 6: Guest Intelligence (If Applicable)
If the content features a guest, their identity is a major optimization lever. People search for people.
##### 6.1 Guest Authority Mapping
- **Who are they?** (Current title, company, notable achievements)
- **Why should the viewer care?** (What makes them worth listening to on THIS topic — not their general bio)
- **What's their searchable identity?** (How do people search for them? Full name? Company + role? Known for what?)
- **What audience do they bring?** (Their followers/audience may differ from the channel's audience — this creates cross-pollination opportunity)
##### 6.2 Guest Entity Strategy
- **Title inclusion**: Should the guest's name be in the title? (Yes if they're more searchable than the topic. No if the topic is more searchable than they are.)
- **Description positioning**: Guest bio should appear early in description if they bring authority. Later if the topic is the draw.
- **Tag strategy**: Include guest name, company, and associated topics as tags
- **Thumbnail strategy**: If the guest is recognizable to the target audience, their face may be the strongest scroll-stopper
```
GUEST INTELLIGENCE:
- Name: [Full name as commonly searched]
- Authority: [Why they matter for THIS topic specifically]
- Searchability: [High/Medium/Low — how often is this person searched?]
- Audience overlap: [Does their audience match or extend the channel's audience?]
- Title strategy: [Name in title: yes/no and why]
- Description strategy: [Bio position: early/mid/late and why]
- Thumbnail strategy: [Face inclusion: yes/no and why]
```
---
#### Content Intelligence Output
At this point you should have:
- The single most valuable argument/insight in the content (stated specifically, not generically)
- A complete entity map (primary, secondary, tertiary) for SEO and authority signaling
- The content archetype (which determines positioning and proof strategy)
- Emotional peaks mapped to component uses (which moments go where)
- A transformation promise (what the viewer gets, stated uniquely and specifically)
- Guest intelligence if applicable (who they are, why they matter, how to leverage them)
**This packet feeds Phase 2 (Segment Intelligence).** The content archetype shapes which viewer motivations to research. The transformation promise creates a hypothesis about who would want this. The entity map provides research starting points for keyword and competitive analysis.
##### Verification Before Proceeding
| Question | If you can't answer specifically → More analysis needed |
|----------|--------------------------------------------------------|
| Could the core argument describe a different video? | Too generic — find the specific mechanism/data/example |
| Does the entity map include specific, searchable names? | Missing SEO opportunities — re-scan transcript |
| Is the archetype classification supported by transcript evidence? | You're guessing — cite specific moments |
| Are emotional peaks tied to specific moments, not general impressions? | Too vague — locate exact timestamps/quotes |
| Does the transformation promise pass the uniqueness test? | Not differentiated enough — narrow further |
---
#### How This Feeds Downstream
| Content Intelligence Element | Where It Goes | What It Controls |
|------------------------------|---------------|------------------|
| Core Argument | Strategic Synthesis | The central promise all 3 packages must deliver |
| Entity Map | Market Intelligence, Tags, Description | SEO keyword foundation, authority signals |
| Content Archetype | Segment Intelligence, Strategic Synthesis | Which viewer motivations to research, positioning strategy |
| Emotional Peaks | Construction Protocol | Hook content, thumbnail angles, copy energy |
| Transformation Promise | Title/Caption construction | The curiosity gap or promise that triggers the click |
| Guest Intelligence | All components | Name placement, authority leveraging, cross-pollination |
---
Reference: platform-psychology-engine24 KB
## Reference: platform-psychology-engine
WHY viewers on each platform think differently — and how those cognitive differences determine every copy decision. This is not about format constraints (those are in platform-specs.md). This is about the BRAIN STATE the viewer is in when they encounter your content on each platform, and how that brain state changes what works.
---
#### The Core Principle: Same Person, Different Brain
The same human being operates in fundamentally different cognitive modes depending on which platform they're using. A VP of Engineering scrolling TikTok at 11pm is neurologically different from the same VP searching YouTube at 2pm. Their attention span, trust threshold, decision speed, language processing, and action triggers all shift based on platform context.
Copy that ignores this produces "adapted" content — YouTube copy shortened for TikTok, Instagram captions pasted from YouTube descriptions. Adapted content underperforms native content because it's speaking to the wrong brain state.
---
#### YouTube Long-Form: The Intentional Brain
##### Cognitive State: Directed Search + Committed Viewing
The YouTube long-form viewer has made a DELIBERATE CHOICE to be here. They either:
- **Searched for something specific**: They typed a query, evaluated results, and chose your video. This is HIGH-INTENT behavior. Their brain is in evaluation mode — scanning titles and thumbnails to find the BEST match for their need.
- **Selected from recommended**: The algorithm surfaced your video alongside others. They evaluated multiple options and chose yours. Still intentional, but the evaluation is comparative rather than search-driven.
- **Followed from a subscription**: They actively subscribed and chose to watch. Lowest evaluation threshold — they already trust the source.
##### What This Means for Copy
**Title psychology**: The YouTube long-form title is evaluated, not glanced. The viewer reads it fully (unless it's too long for mobile). They compare it against other titles. They're asking: "Will this be worth 10-30 minutes of my time?" The title must answer this question through:
- Specificity (vague promises lose to specific ones)
- Credibility (the claim must be believable for this audience's skepticism level)
- Completeness signaling (the viewer wants to know they won't need to watch 5 other videos after this one)
**Thumbnail psychology**: YouTube thumbnails appear in a GRID alongside competitors. The viewer's eye scans multiple thumbnails simultaneously. The brain uses peripheral vision to detect pattern interrupts before focused attention engages. Thumbnails that match the visual pattern of surrounding thumbnails become invisible. Thumbnails that break the pattern get focused attention — but must then justify that attention in < 1 second.
**Hook psychology**: The viewer has ALREADY committed to clicking — the hook's job is not to attract (the title did that) but to VALIDATE the click decision and create commitment to watch further. The brain is asking: "Did I make the right choice?" in the first 3-5 seconds. If the hook confirms the title's promise with added specificity, the viewer relaxes into watching. If the hook feels generic or different from what the title promised, the viewer's brain registers "bait and switch" and they bounce.
**Description psychology**: YouTube descriptions are read in two contexts:
1. **Before clicking (search results)**: Only the first 2 lines visible. Functions as a secondary title — must validate the title's promise with additional specificity.
2. **After clicking (below the video)**: Read by engaged viewers seeking more — links, chapters, resources, context. Functions as a value extension.
The description psychology is SPLIT — the top serves evaluation, the body serves engagement.
##### Decision Timeline
| Moment | Duration | Brain Activity | Copy Component Responsible |
|--------|----------|---------------|---------------------------|
| Thumbnail scan | 0.3-0.8s | Pattern interrupt detection | Thumbnail text |
| Title evaluation | 1-3s | Value assessment, comparison | Title |
| Click decision | 0.5-1s | Risk/reward calculation | Thumbnail + title system |
| Hook evaluation | 3-8s | Click validation, commitment decision | Hook script |
| Stay/leave decision | 8-15s | "Is this worth my time?" | Hook promise + early content quality |
| Active watching | 15s+ | Engagement, learning, emotional response | Content itself |
##### Retention Curve Psychology
YouTube long-form has a characteristic retention curve:
- **0-30s cliff**: The steepest drop. Viewers who feel the hook didn't match the title leave immediately. The hook's job is to minimize this cliff.
- **Mid-video plateau**: Engaged viewers settle into a steady state. Drops here come from pacing problems (too slow, too repetitive). Chapter titles in the description help by setting expectations for what's coming.
- **End-of-video drop**: Natural. But a strong CTA placed 30-60 seconds before the end (NOT in the last 10 seconds, when most have already left) captures more action.
**Copy implication**: The hook script must be constructed to specifically address the 0-30s cliff. Every beat of the hook exists to prevent one type of bounce:
- Beat 1 (0-3s): Prevents "wrong video" bounce — confirms the topic
- Beat 2 (3-8s): Prevents "heard this before" bounce — introduces what's different
- Beat 3 (8-15s): Prevents "not worth my time" bounce — previews the payoff
---
#### YouTube Shorts: The Split-Attention Brain
##### Cognitive State: Passive Discovery + Rapid Evaluation
YouTube Shorts viewers are in the SHORTS FEED — a vertical scroll of short videos. This is fundamentally different from long-form YouTube:
- They did NOT search for this content
- They are NOT comparing options
- They are SWIPING through a feed, giving each video 0.5-2 seconds to earn attention
- Their brain is in AUTOMATIC PROCESSING MODE — the conscious mind is barely engaged. The thumb swipes on autopilot. Only a strong enough signal interrupts the automatic pattern.
##### What This Means for Copy
**Frame 1 overlay psychology**: This IS the entire hook. The viewer decides stay or swipe in 0.5 seconds based almost entirely on the first frame. The brain processes this frame PRE-CONSCIOUSLY — the decision to stay happens before the viewer is aware they've made it. This means:
- The overlay must activate the fastest neural pathway: visual recognition
- Words must be concrete, large, high-contrast
- In-group recognition words are the most effective Frame 1 element because they process fastest (the brain recognizes "in-group" before it consciously reads the word)
- Questions are effective because the brain cannot leave a question unprocessed — it forces a micro-pause that interrupts the swipe pattern
**Title psychology**: Shorts titles are SECONDARY. Most viewers never see them — they're watching in the feed, not in search results. Shorts titles serve the ALGORITHM (topic classification) more than the VIEWER (click decision). This means:
- Optimize titles for keyword matching and topic signals
- Don't waste creative energy on Shorts titles — put it into overlay sequences
- The title is a search discovery tool for AFTER the Short performs well in the feed
**Overlay sequence psychology**: Shorts viewers have NO obligation to stay. Every second must provide enough value or intrigue to prevent swipe-away. The overlay sequence must create a CONTINUOUS FORWARD PULL:
- Each overlay introduces one new piece of information
- Each piece of information is incomplete enough to require the NEXT overlay to make sense
- Pacing must match natural reading speed (~2 words/second for on-screen text)
- The sequence creates a micro-addiction loop: "one more beat, one more beat, one more beat"
**Completion psychology**: The YouTube Shorts algorithm heavily weights COMPLETION RATE and LOOP/REWATCH signals. This changes the copy strategy fundamentally:
- The content (and overlay sequence) should be structured so the PAYOFF comes at the very end
- If possible, the ending should connect back to the beginning (loop incentive)
- The CTA should encourage replay behavior: "Watch again and catch what you missed"
- OVERPROMISING in Frame 1 kills completion rate — if the content can't deliver on a big Frame 1 promise, viewers leave mid-video and the algorithm penalizes
##### Decision Timeline
| Moment | Duration | Brain Activity | Copy Component Responsible |
|--------|----------|---------------|---------------------------|
| Frame 1 scan | 0.3-0.5s | Pre-conscious pattern interrupt | Frame 1 overlay |
| Stay/swipe decision | 0.5-1s | Automatic evaluation | Frame 1 overlay + first 1-2 seconds of content |
| Active watching | 1-15s | Continuous value assessment | Overlay sequence pacing |
| Completion decision | Last 3-5s | "Was this worth it?" | Payoff/loop construction |
| Post-completion action | 0-2s | Share/save/follow impulse | CTA overlay |
---
#### TikTok: The Dopamine-Seeking Brain
##### Cognitive State: Entertainment-First Discovery + Trend Participation
TikTok viewers are in the most PASSIVE cognitive state of any major platform. The For You page is algorithmically curated with zero viewer effort. The brain enters a dopamine-seeking loop:
- Watch → Get reward (entertainment/information/surprise) → Swipe → Repeat
- The threshold for "reward" is LOW — TikTok trains the brain to expect quick hits
- The threshold for "boredom" is also LOW — the brain swipes at the first sign of prediction (I know where this is going)
- NOVELTY is the primary neural reward on TikTok. The brain wants to be SURPRISED.
##### What This Means for Copy
**Caption psychology**: TikTok captions are read WHILE watching or AFTER watching. They're not evaluation tools (like YouTube titles) — they're CONTEXT ENHANCERS. The caption adds meaning to what the viewer already saw. This means:
- Captions don't need to attract (the algorithm and content do that)
- Captions need to AMPLIFY — add a layer of meaning, context, or action to the content
- The best TikTok captions create a "second viewing" impulse: reading the caption reframes the video, making the viewer want to watch again
- Short captions outperform long ones for most content types because TikTok viewers have LOW processing patience for text
**Frame 1 overlay psychology**: Same as Shorts — 0.3-0.5 second stay/swipe decision. But TikTok has a UNIQUE factor: TREND RECOGNITION. The brain is primed to recognize trending formats, sounds, and visual patterns. If Frame 1 signals "this is a format I recognize," the brain grants more time because it anticipates the reward pattern associated with that trend. This means:
- Participating in a trending format (with your unique content) earns you FREE attention time
- But the content must SUBVERT the expectation enough to provide novelty within the familiar format
- If Frame 1 signals a trend but the content delivers exactly what's expected, the brain codes it as "seen this before" and engagement drops
**Overlay sequence psychology**: TikTok viewers process overlay text ALONGSIDE audio and visual content simultaneously. This is a THREE-CHANNEL processing environment (audio + visual + text). The brain can handle this, but each channel must be COMPLEMENTARY, not redundant:
- Overlay text that repeats what the audio says = wasted channel. The brain doesn't process redundant information twice — it just ignores one channel.
- Overlay text that adds DIFFERENT information to the audio = value multiplier. The brain processes both streams and feels like it's getting more value per second.
- Overlay text that CONTRADICTS the audio = confusion. The brain can't resolve the conflict and experiences cognitive dissonance (usually = swipe away).
**Hashtag psychology**: TikTok viewers RARELY read hashtags consciously. Hashtags serve the ALGORITHM, not the viewer. But there's an exception: COMMUNITY HASHTAGS that function as identity signals. Seeing #CorpTok or #DevTok or #BookTok in the caption activates in-group recognition for members of those communities. For the right niche audience, a community hashtag in the caption can increase engagement because it signals "this is for US."
##### Decision Timeline
| Moment | Duration | Brain Activity | Copy Component Responsible |
|--------|----------|---------------|---------------------------|
| First frame | 0.3s | Pre-conscious novelty detection | Frame 1 overlay + visual |
| Stay/swipe | 0.5-1s | "Have I seen this before?" | Content novelty + overlay intrigue |
| Engagement mode | 1-10s | Dopamine reward seeking | Overlay sequence + audio |
| Completion/loop | Last 2-3s | "Was this rewarding?" | Payoff construction |
| Action impulse | 0-1s | Social sharing impulse | Caption CTA + community hashtag |
##### TikTok-Specific Psychological Patterns
**The Prediction Penalty**: TikTok's algorithm and viewer behavior both punish predictability. If a viewer can predict how the video ends after 3 seconds, they swipe. Copy must create UNCERTAINTY in the viewer's mind about what's coming next:
- Avoid giving away the conclusion in Frame 1
- Use overlays that build toward a non-obvious payoff
- The caption can hint at the value but should leave the specifics to the video
**The Authenticity Premium**: TikTok's brain state rewards content that feels UNPRODUCED. Overly polished copy activates the "ad detection" circuit — the brain categorizes it as commercial and discounts it. This means:
- Captions should feel conversational, even slightly imperfect
- Overlay text that looks "designed" performs worse than text that looks "typed"
- First-person, present-tense, casual voice outperforms third-person, formal, institutional voice
**The Community Multiplier**: TikTok engagement is community-driven. Content that makes the viewer feel like part of a GROUP gets shared more than content that serves an individual. Copy that uses "we" language, community references, and shared-experience framing activates the belonging circuit, which drives the highest-value behaviors (share, stitch, duet).
---
#### Instagram Reels: The Aspirational Brain
##### Cognitive State: Curated Discovery + Identity Construction
Instagram Reels viewers are in a UNIQUE cognitive state that differs from both YouTube and TikTok:
- They're browsing a platform where IDENTITY CURATION is the primary activity
- Everything they engage with (like, save, share) becomes part of their digital identity
- The brain is in ASPIRATIONAL MODE — it gravitates toward content that reflects WHO THEY WANT TO BE
- The decision to engage is filtered through: "Does engaging with this make me look/feel like the person I want to be?"
This is why Instagram's highest-value engagement signal is SAVES, not likes. Saving content is a private act of self-improvement — the viewer saves things they want to return to, learn from, or implement. It's aspirational behavior.
##### What This Means for Copy
**Cover text psychology**: Instagram Reels covers appear in THREE contexts: the profile grid, the Explore page, and the Reels tab. In all three, the cover is seen WITHOUT the caption and often WITHOUT sound. The cover text must communicate ENOUGH value on its own to generate a tap-to-play:
- Profile grid: The viewer is scanning someone's entire content library. Covers that clearly communicate "what this Reel is about" in 3-5 words help the viewer navigate.
- Explore page: The viewer is discovering new creators. Covers compete against hundreds of other options. The cover must signal "this is high-quality content worth your time."
- Reels tab: Similar to TikTok's feed, but Instagram Reels viewers tend to be slightly more intentional — they're choosing to browse Reels specifically.
**Caption psychology**: Instagram captions serve a DIFFERENT purpose than TikTok captions because of the aspirational brain state:
- Instagram captions that provide SAVE-WORTHY VALUE outperform entertaining-but-forgettable captions
- Frameworks, step-by-step processes, lists of resources, and actionable insights drive saves
- The caption should feel like a MINI-ARTICLE — valuable enough that the viewer would bookmark it even without the video
- The first ~125 characters (before truncation) must communicate enough value to make the viewer tap "...more"
- After the fold, the value must EXCEED what the first line promised — or the viewer feels tricked
**Hashtag psychology**: Instagram's hashtag system is more mature than TikTok's. Viewers ACTUALLY FOLLOW hashtags and discover content through them. This means:
- Niche-specific hashtags connect you to REAL communities with active members
- Broad hashtags (#motivation, #entrepreneur) attract low-intent viewers who scroll past
- The optimal hashtag strategy is PRECISE — reaching the exact community most likely to save and share
- Hashtags on Instagram are a TARGETING tool, not a reach tool
##### Decision Timeline
| Moment | Duration | Brain Activity | Copy Component Responsible |
|--------|----------|---------------|---------------------------|
| Cover/First frame | 0.5-1s | "Does this look valuable/aspirational?" | Cover text + visual quality |
| Watch/swipe | 1-3s | "Is this worth my attention?" | Overlay sequence opening |
| Caption evaluation | 2-5s | "Should I read more?" | Caption first line (≤125 chars) |
| Save decision | During/after | "Will I need this again?" | Caption body (value density) |
| Share decision | During/after | "Would sharing this reflect well on me?" | Content quality + relevance |
| Follow decision | After | "Do I want more of this?" | Overall value + profile consistency |
##### Instagram-Specific Psychological Patterns
**The Save Reflex**: When the brain encounters content that is genuinely useful AND attractively presented, it triggers a "preserve this" impulse. This is the save reflex, and it's the most valuable action on Instagram. Copy that triggers it:
- Provides a complete, actionable framework in the caption
- Uses numbered steps or clear structure (even without formal lists — "First... Then... Finally..." works)
- Makes the viewer think "I'll need this when I'm doing [specific task]"
- Signals that the information is TIME-SENSITIVE or HARD-TO-FIND-AGAIN
**The Aesthetic Filter**: Instagram's brain state includes an aesthetic evaluation layer that doesn't exist on TikTok or YouTube. Content (and copy) that LOOKS polished gets more cognitive credit. This doesn't mean over-designed — it means:
- Cover text should be clean, legible, and visually balanced
- Overlay text should feel intentionally placed, not slapped on
- Caption formatting should use line breaks for readability
- The overall impression should be "this creator cares about quality"
**The Identity Alignment Test**: Before sharing or saving, the Instagram brain runs an identity test: "Does engaging with this align with how I want to be perceived?" This is subconscious but powerful. Copy that passes this test:
- Uses aspirational but attainable framing ("If you're building something meaningful..." not "If you're a CEO of a Fortune 500...")
- Avoids language that would feel embarrassing to share ("This will blow your mind" might perform on TikTok but feels cringey to share on Instagram)
- Positions the viewer as ALREADY part of the aspirational group, not trying to join it
---
#### Cross-Platform Psychological Constants
Despite the differences above, some psychological principles are constant across ALL platforms:
##### 1. Curiosity Gaps Are Universal
The brain cannot leave an open question unresolved. Creating a gap between "what I know" and "what I need to know" drives engagement on every platform. What CHANGES is the SIZE of the gap:
- YouTube: Can sustain a large gap (the viewer is willing to invest 10-30 minutes to resolve it)
- TikTok: Needs a small, quickly-resolvable gap (the viewer gives you 15-60 seconds)
- Instagram: Medium gap, but the resolution must feel WORTH SAVING
##### 2. Social Proof Adapts to Platform
- YouTube: Social proof = view count, subscriber count, guest credentials
- TikTok: Social proof = trend participation, community membership, stitch/duet engagement
- Instagram: Social proof = aesthetic quality, save count, share count, comment quality
##### 3. Trust Formation Speed Differs
- YouTube: Trust forms over 30-60 seconds (hook + early content). The viewer is patient.
- TikTok: Trust forms in 2-3 seconds or not at all. The viewer is impatient.
- Instagram: Trust forms through ACCUMULATED signals — content quality + caption value + profile consistency. One Reel rarely creates deep trust, but a save creates a relationship seed.
##### 4. The Algorithm Reward → Copy Strategy Connection
Each algorithm rewards different viewer behaviors, which should shape what the copy optimizes for:
| Platform | Algorithm Rewards | Copy Should Optimize For |
|----------|------------------|--------------------------|
| YouTube Long | Watch time, satisfaction | Promise only what content delivers. Long-form value. |
| YouTube Shorts | Completion rate, loops | Payoff at end. Loop structure. Don't overpromise. |
| TikTok | Watch-through, engagement velocity | Novelty. Unpredictability. Community. |
| Instagram Reels | Saves, shares, profile visits | Save-worthy value. Shareable framing. Quality signals. |
---
#### LinkedIn: Evaluation Mode
##### The Brain State
LinkedIn viewers are in **professional evaluation mode**. They're assessing content for: "Does this person know something I need to know?" and "Will engaging with this make me look smart/informed to my network?"
This is fundamentally different from all other platforms. The viewer isn't being entertained (TikTok), inspired (Instagram), or educated (YouTube). They're EVALUATING — both the content AND how engaging with it reflects on their professional identity.
##### Attention Mechanics
- **Scroll behavior:** Deliberate, evaluative scanning. LinkedIn users read headlines and first lines more carefully than any other platform.
- **Critical window:** First ~140 characters (before "see more"). This is the entire decision point. If the first line doesn't signal professional relevance, the post is skipped.
- **Engagement decision:** LinkedIn users consider "what will my comment say about me?" before engaging. Copy that invites professional response gets algorithmic reward.
- **Distribution window:** First 60-120 minutes are critical. Early comments (especially from recognized professionals) determine whether the algorithm pushes wider.
##### What This Means for Copy
- **Hook line must signal expertise, not entertainment.** "Nobody told us" works. "You won't BELIEVE what happened" doesn't.
- **The caption body must reward the "see more" click with professional value.** Not emotion, not narrative for its own sake — value that makes the reader feel smarter or more informed.
- **Short paragraphs are essential.** LinkedIn's interface makes dense text blocks look impenetrable. White space is a readability tool.
- **No external links in post body.** LinkedIn deprioritizes posts with external links by ~30%. Place links in the first comment.
- **Comments > likes.** The algorithm weights comments 15x more than likes. Copy should invite substantive response — not "Agree?" bait, but genuine professional questions or positions worth debating.
##### LinkedIn-Specific Cognitive Patterns
- **Professional identity filter:** Every piece of content is processed through "how does this relate to my career/industry/expertise?" If the copy doesn't pass this filter in the first line, it's invisible.
- **Network visibility awareness:** LinkedIn users know their engagement is visible to their network. They won't comment on or share content that could make them look uninformed, controversial, or off-brand.
- **Thought leadership hunger:** The platform rewards original thinking and expertise demonstration. Copy that demonstrates the poster KNOWS something the reader doesn't has the highest engagement potential.
- **Anti-corporate reflex:** Despite being a professional platform, overly corporate or marketing-speak copy underperforms. The highest-performing LinkedIn content feels like a smart person talking to peers, not a brand broadcasting a message.
---
Reference: platform-specs17 KB
## Reference: platform-specs
#### What This File Contains
Hardcoded component anatomy for each supported platform. These specifications do NOT change based on content, audience, or strategy. They are format constraints imposed by each platform's interface, algorithm, and user behavior patterns.
**What changes per run:** The CONTENT of each component (derived from research and strategy).
**What never changes:** The STRUCTURE, CHARACTER LIMITS, FORMAT RULES, and COMPONENT PURPOSES defined here.
---
#### Component Purpose Map (Universal)
Every platform's components serve one of five fixed purposes. The purpose determines which construction process to use (see construction-protocol.md).
| Purpose | Job | Window | Components |
|---------|-----|--------|------------|
| STOP the scroll | Pattern interrupt — earn 0.3s of attention | 0.3-1 second | Thumbnail text, Cover text, Frame 1 overlay |
| TRIGGER the click | Curiosity/promise gap — convert attention to engagement | 1-3 seconds | Title, Caption first line |
| COMMIT the viewer | Prevent bounce — hold them past the critical window | 3-15 seconds | Hook script, Overlay sequence |
| DEEPEN engagement | Reward with value — deliver on the promise | Ongoing | Description, Caption body |
| SIGNAL the algorithm | Topic classification — ensure discoverability | Background | Tags, Hashtags, File name |
---
#### YouTube Long-Form
##### Component Anatomy
**Title**
- Character limit: ≤60 characters (≤50 recommended to avoid truncation on mobile)
- Primary keyword: Must appear in first 3-5 words
- Truncation: YouTube truncates titles at ~48-50 chars on mobile. Critical information must be in the first 50.
- Case: Title case or sentence case (avoid ALL CAPS for full title — save for 1-2 emphasis words maximum)
**Description**
- Minimum: ≥250 words (for SEO and AI search optimization)
- First 2-3 lines: Visible before "Show more" — this is the second title
- Timestamps: Required for any content >10 minutes. Format: `0:00 Label text`
- Guest info: Name, title, links — positioned early if guest is the draw
- Resources: Links mentioned in video, related tools, cited sources
- Q&A section: 2-3 questions with brief answers for AI search optimization
- CTA: Subscribe + specific value proposition
- Keyword density: Primary keyword 3-5x, secondary keywords 1-2x each, naturally embedded
**Tags**
- Count: 5-8 tags (within 500 character total limit)
- First tag: Exact primary keyword
- Subsequent: Secondary keywords, entity names, long-tail phrases
- Format: Plain text, no #. YouTube uses these for topic classification, not display.
**Thumbnail Text**
- Word count: ≤5 words
- Readability: Must be legible at mobile size (~3-4cm wide)
- Function: STOP the scroll — tells one part of the two-part story with the title
- Font: Bold, high contrast against background
- Avoid: Full sentences, small text, text that duplicates the title
- Emotional: Text should carry emotional weight (shock, curiosity, promise)
**Hook Script (0-15 seconds)**
- Structure: OPEN (0-3s) → ESCALATE (3-8s) → BRIDGE (8-15s)
- OPEN: Establish relevance in viewer's language
- ESCALATE: Raise stakes with specific tension
- BRIDGE: Preview value without giving away the answer
- Avoid: "Hey guys, welcome back" — cold open is mandatory for retention
- Critical metric: Audience retention at 30-second mark
**File Name**
- Format: `primary-keyword-entity-name.mp4`
- Rules: Hyphens between words, no spaces, no special characters, lowercase
- Include: Primary keyword + most important entity (guest name or topic term)
##### YouTube Long-Form Quality Gates
Before outputting, verify each component passes:
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Title | ≤60 chars, keyword in first 5 words | Shorten or reposition keyword |
| Title | No truncation of critical info at 50 chars | Restructure to front-load |
| Description | ≥250 words | Expand value architecture |
| Description | Timestamps present (if >10 min content) | Add descriptive timestamps |
| Description | Primary keyword appears 3-5x | Embed naturally |
| Tags | 5-8 tags, first = exact primary keyword | Add or reorder |
| Thumbnail text | ≤5 words, legible at mobile size | Simplify |
| Thumbnail text | Complements title (two-part story) | Revise to reduce redundancy |
| Hook | 3-beat structure (OPEN/ESCALATE/BRIDGE) | Restructure beats |
| Hook | Cold open (no "hey guys") | Remove greeting |
| File name | Contains primary keyword + entity | Revise |
---
#### YouTube Shorts
##### Component Anatomy
**Title**
- Character limit: ≤50 characters
- Includes primary keyword
- Shorter and punchier than long-form — Shorts titles appear in vertical feed context
**Description**
- Length: 100-300 characters
- Must include: #Shorts tag
- Brief: Value statement + hashtags
- Don't over-stuff — Shorts descriptions are less read than long-form
**Tags**
- Count: 5-8 tags
- Must include: "Shorts" as a tag
- Primary keyword as first tag
- Fewer than long-form — algorithm classification is simpler for short content
**Thumbnail Text**
- Word count: ≤5 words
- Readability: Must be legible at mobile size in vertical feed context
- Function: STOP the scroll — this is what appears on the static preview before the viewer taps. It tells one part of the two-part story with the title.
- Design: Bold, high contrast. Shorts thumbnails appear smaller than long-form, so text must be larger relative to frame.
- Avoid: Full sentences, text that duplicates the title, text that gives away the video's payoff
- Complementarity: Thumbnail and title together must create more curiosity than either alone. If the thumbnail is the SHOCK, the title is the CONTEXT. If the thumbnail is the CLAIM, the title is the PROOF hint.
**File Name**
- Format: `primary-keyword-entity-name-shorts.mp4`
- Same rules as long-form but with `-shorts` suffix
##### YouTube Shorts Quality Gates
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Title | ≤50 chars, includes keyword | Shorten |
| Description | 100-300 chars, includes #Shorts | Adjust length/add tag |
| Tags | 5-8, include "Shorts" tag | Add |
| Thumbnail text | ≤5 words, legible at mobile size | Simplify |
| Thumbnail text | Complements title (two-part story, no redundancy) | Revise |
| File name | Includes -shorts suffix | Add |
---
#### TikTok
##### Component Anatomy
**Caption**
- Optimal length: ≤150 characters for maximum visibility (full caption visible without "more")
- Maximum: 2,200 characters (but most of this is hidden behind "more" tap)
- First ~50 characters: THE critical hook — this is all most viewers see in the feed
- Tone: Platform-native. TikTok rewards casual, authentic, in-group language. Corporate language underperforms.
- Avoid: Overly polished copy, formal language, obvious marketing language
**Hashtags**
- Count: Maximum 5 (platform-enforced hard cap since August 2025)
- Mix strategy: 2 broad/trending + 3 niche/content-specific. Every hashtag must accurately describe the video's actual content.
- Trend hashtags: Include IF genuine connection exists. Check current trending page.
- Placement: End of caption, integrated naturally or as a separate line
- Research: Check current hashtag usage counts — these change rapidly
- Note: TikTok's algorithm now extracts keywords from captions, audio, and visuals. Hashtags SUPPLEMENT keyword-rich captions — they don't replace them.
**Text Overlay Sequence**
- Frame 1: Upper third of screen, ≤4 words
- Position rules: AVOID bottom 20% (covered by caption/UI elements)
- Subsequent frames: Can use different positions but maintain readability
- Pacing: Fast — TikTok viewers expect rapid information delivery
- Font: Bold, high contrast, platform-native styles preferred over overly designed text
##### TikTok Quality Gates
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Caption | ≤150 chars optimal, first 50 chars = hook | Shorten or restructure |
| Caption tone | Platform-native (casual, authentic) | Remove corporate language |
| Hashtags | Exactly 5, mix of niche/broad, all relevant | Adjust count or mix |
| Hashtags | Current usage counts verified | Research current counts |
| Overlay Frame 1 | Upper third, ≤4 words | Reposition/simplify |
| Overlay | Nothing in bottom 20% | Reposition |
---
#### Instagram Reels
##### Component Anatomy
**Caption**
- First ~125 characters: Visible without expanding. THIS IS THE HOOK.
- Maximum: 2,200 characters (expanded view)
- Structure: Hook line (visible) → Value body (expanded) → Hashtags → CTA
- Tone: More polished than TikTok, less formal than LinkedIn. Instagram rewards aspirational, visual, and community-driven language.
**Hashtags**
- Count: Maximum 5 (platform-enforced hard cap since December 2025)
- Strategy: All 5 must be highly targeted and niche-specific. No generic mega-hashtags. Each hashtag must accurately describe the content.
- Placement: In caption at the end (caption placement carries more algorithmic weight than first comment)
- Research: Check hashtag Explore page to verify your content matches the hashtag's existing content
**Cover Image Text**
- Word count: ≤5 words
- Legibility: Must be readable when cropped to square (Reels display as vertical 9:16 but profile grid shows square crop)
- Position: CENTER the text — avoid top 250px (covered by username) and bottom 250px (covered by UI)
- Function: This is the Reel's "thumbnail" — it shows on the profile grid and in Explore
- Design: Instagram audience expects higher visual quality than TikTok. Text should feel designed, not slapped on.
**Text Overlay Sequence**
- Position rules: AVOID top 250px (username/search bar area) and bottom 250px (caption/interaction buttons)
- Safe zone: Center ~60% of screen
- Pacing: Slightly slower than TikTok — Instagram Reels viewers tolerate more deliberate pacing
- Frames: Can match TikTok structure (INTERRUPT → VALUE BEATS → PAYOFF) but with slightly longer hold times
##### Instagram Reels Quality Gates
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Caption | First ~125 chars = complete hook | Restructure opening |
| Caption tone | Platform-native (aspirational, community-driven) | Adjust register |
| Hashtags | Exactly 5, niche-specific, all relevant | Adjust count/specificity |
| Hashtags | Match existing content in those hashtags | Verify hashtag relevance |
| Cover text | ≤5 words, legible at square crop | Simplify/reposition |
| Cover text | Center-positioned (avoid top/bottom 250px) | Reposition |
| Overlay | Nothing in top/bottom 250px | Reposition |
---
#### LinkedIn (Video Post)
##### Component Anatomy
**Caption (Post Copy)**
- First ~140 characters: Visible before "see more" — THIS IS THE HOOK. The single most critical line. If this doesn't stop the scroll, nothing else matters.
- Maximum: 3,000 characters (expanded view)
- Structure: Hook line (visible) → Value architecture (expanded) → Guest/authority info → CTA → Hashtags
- Tone: Professional-aspirational. LinkedIn rewards thought leadership, expertise demonstration, and narrative-driven insights. More polished than TikTok, more personal than a press release.
- Algorithm note: LinkedIn's algorithm in 2026 prioritizes comments over likes (comments are 15x more valuable for distribution). Copy should invite response, not just agreement. The first 60-120 minutes are the critical distribution window.
- Paragraph structure: Short paragraphs (1-3 sentences). Single-sentence paragraphs for emphasis. White space is a tool — dense blocks kill engagement.
- Links: External links in post text reduce initial reach by ~30%. Place links in first comment, not in the caption.
**Caption Purpose Architecture:**
- Layer 1 (Hook — first ~140 chars): Pattern interrupt + relevance signal. This must work as a standalone statement that makes the viewer stop scrolling. NOT a summary of the video. It's the reason to keep reading.
- Layer 2 (Value body — expanded view): Deliver the argument for why this content matters. Build tension, establish stakes, create the case for watching. Use the viewer's language. Each paragraph should advance the argument — no filler.
- Layer 3 (Guest/authority — if applicable): Who this person is and WHY THEY MATTER for this specific topic. Credentials relevant to the content, not their entire bio. Social links here.
- Layer 4 (CTA): One clear action. "Watch the full conversation above" or equivalent. Don't stack multiple CTAs.
- Layer 5 (Hashtags): 3-5 hashtags at the bottom. Never in the hook area.
**Hashtags**
- Count: 3-5 (optimal for LinkedIn's algorithm — more than 5 gets deprioritized, more than 10 triggers spam detection)
- Strategy: Mix of 1-2 broad industry hashtags + 2-3 niche/topic-specific hashtags
- Placement: Bottom of caption — never in the first lines where the hook needs to breathe
- Format: PascalCase (#GenerationalWealth not #generationalwealth) for readability and accessibility
- Research: LinkedIn hashtags function more as filing labels than discovery engines in 2026. They help categorize, not viralize.
**File Name**
- Format: `primary-keyword-entity-name-linkedin.mp4`
- Same rules as YouTube but with `-linkedin` suffix
##### LinkedIn Quality Gates
| Component | Gate | Fail Action |
|-----------|------|-------------|
| Caption hook | First ~140 chars = complete, compelling hook | Restructure opening |
| Caption hook | No external links in post body | Move links to comment |
| Caption tone | Professional-aspirational (not corporate, not casual) | Adjust register |
| Caption body | Short paragraphs, white space, no dense blocks | Break up text |
| Caption body | Invites comment, not just agreement | Add genuine question or tension |
| Hashtags | 3-5, PascalCase, niche-specific | Adjust count/format |
| Hashtags | Placed at bottom, not in hook area | Reposition |
---
#### Cross-Platform Rules
When the user requests multiple platforms, process one at a time. Complete all 3 packages for Platform A before starting Platform B. These universal principles apply:
1. **Component purposes are fixed.** What a thumbnail/overlay/caption DOES never changes. How it does it changes every time based on the strategic synthesis.
2. **Components are a system.** Every component in a package must be internally consistent — same psychological angle, same voice, same strategic direction. And they must complement each other — no redundancy between scroll-stopper and click-trigger.
3. **3 packages means 3 angles, not 3 rewrites.** Each package approaches the same content from a genuinely different strategic direction. Package 1 might lead with the transformation promise. Package 2 might lead with the guest's authority. Package 3 might lead with a trend connection or contrarian angle.
4. **Platform-native, not adapted.** Each platform's copy is BUILT for that platform, not translated from another. TikTok captions are not shortened YouTube descriptions. Instagram Reels covers are not resized YouTube thumbnails. The language, tone, structure, and approach must be native to the platform's culture.
5. **No advisory content in output.** The output is deployable copy only. No post-publish checklists, monitoring suggestions, optimization advice, or "consider doing X" recommendations. If it can't be copy-pasted into a platform's upload interface, it doesn't belong in the output.
6. **Every word is a neurological decision.** Across ALL platforms and ALL components, the neuro-lexical engine's rules apply: serial position optimization, concrete before abstract, trigger word distribution, sentence rhythm, and cognitive load management. If any component contains an exhausted trigger word from the lexical intelligence, replace it before output.
7. **No contrast framing.** Never use "Not X — it's Y" or "isn't X, it's Y" structures. This is the most overused pattern in content copy. Say what the thing IS directly.
8. **Copy never quotes the transcript.** Copy is original persuasion text that sells the reason to watch. The guest's words are the REWARD for clicking — the copy is the REASON to click. No direct quotes, no "she said" constructions, no paraphrased transcript lines.
9. **Character limits are hard constraints.** Never exceed platform character limits. Always check final output against the limits specified in this file. Truncated titles and captions damage performance.
---
#### Platform Tone Guide
Each platform has a distinct communication culture. Copy must respect it:
| Platform | Tone | Register | Proof Style | Energy |
|----------|------|----------|-------------|--------|
| YouTube Long-Form | Authoritative but accessible | Professional-casual | Data, expert testimony, deep analysis | Medium-high (measured confidence) |
| YouTube Shorts | Punchy, direct | Casual-professional | Quick proof, single data point, visual evidence | High (immediate impact) |
| TikTok | Authentic, raw, in-group | Casual, meme-literate | Social proof, trend alignment, quick demonstration | High (fast, engaging) |
| Instagram Reels | Aspirational, designed, community | Polished-casual | Visual proof, aspirational examples, curated evidence | Medium-high (inspirational) |
| LinkedIn | Thought leadership, narrative-driven | Professional-aspirational | Expert authority, data, career/business outcomes, institutional proof | Medium (deliberate, credible) |
These are starting points. The Segment Synthesis always overrides platform defaults. If the target segment is formal C-suite executives watching TikTok for industry intel, the tone adjusts toward their register, not TikTok's casual default.
---
Reference: strategic-synthesis18 KB
## Reference: strategic-synthesis
#### What This Phase Produces
A complete strategic plan that converts three intelligence packets (content, segment, market) into three differentiated angle packages, each with its own psychological entry point, voice derivation, lexical strategy, and component-level plan. This is where research becomes strategy.
#### Why It Exists
Intelligence without strategy produces competent but undifferentiated copy. You might have perfect audience data and excellent keywords, but if you don't SYNTHESIZE them into a specific psychological approach, you'll default to whatever pattern feels safe. This phase forces every strategic decision to emerge from the intersection of what you learned — not from habit.
---
#### Step 1: Psychological Angle Derivation
The psychological angle is NOT selected from a menu. It is DERIVED from the intersection of the Segment Synthesis and the Content Intelligence.
##### 1.1 The Three Derivation Questions
Answer these from your intelligence packets, with evidence:
**Q1: What is the viewer's dominant driver — approaching gain or avoiding loss?**
- From Fear Architecture: Is the dominant fear "acting wrong" (loss avoidance) or "not acting" (gain approach)?
- From Motivation Architecture: Are their KPIs about growth (gain) or protection (loss)?
- From Emotional Baseline: Is their current emotion oriented toward opportunity or threat?
If GAIN dominant → The angle leads with what they GET. Transformation, aspiration, opportunity.
If LOSS dominant → The angle leads with what they RISK. Cost of inaction, competitive gap, hidden danger.
If MIXED → The angle can use tension between both — "here's what you'll gain AND what you'll lose."
**Q2: How does this viewer need to be convinced — through evidence, identity, story, or authority?**
- From Trust Profile: What's their processing route? (Data-first / Peer-first / Story-first / Authority-first)
- From Information Processing: What triggers their skepticism? What type of proof do they respect?
- From Watch Motivation: Are they looking for practical value, validation, inspiration, or information?
Evidence-first → The angle leads with data, proof, results. Numbers in the title.
Identity-first → The angle leads with belonging. "For [specific group]" positioning.
Story-first → The angle leads with narrative. Character, journey, outcome.
Authority-first → The angle leads with the source. Guest name, credential, institution.
**Q3: What specific emotional MOVEMENT does this content need to create?**
- From Emotional Baseline: Where is the viewer NOW? (Exhausted? Skeptical? Curious? Anxious? Excited?)
- From Content Archetype: What does the content naturally DO to emotions? (Surprise? Inspire? Challenge? Reassure?)
- From Decision Trigger: What emotional state makes this viewer ACT? (Confidence? Urgency? Belonging? Hope?)
The emotional movement = [Entry state] → [Content's natural effect] → [Action state]
This movement determines the SHAPE of the hook, the ENERGY of the title, and the TONE of the entire package.
```
PSYCHOLOGICAL ANGLE DERIVATION:
- Dominant driver: [Gain / Loss / Mixed] — Evidence: [from synthesis]
- Conviction path: [Evidence / Identity / Story / Authority] — Evidence: [from synthesis]
- Emotional movement: [Entry] → [Effect] → [Action state]
- Derived angle: [One sentence describing the psychological approach]
```
---
#### Step 2: Differentiation Strategy Derivation
From the Market Intelligence, determine how to stand out:
##### 2.1 Competitive Positioning
Using the gap opportunities and saturated patterns from Market Intelligence:
- **What unique angle does our content have that no competitor owns?** (From Content Intelligence — the specific mechanism, data point, or guest authority)
- **What keyword territory is available that competitors haven't claimed?** (From keyword clusters — the underserved searches)
- **What audience need is unmet by existing content?** (From gap analysis — the questions no one answers, the perspectives no one takes)
##### 2.2 Differentiation Vector Selection
Choose the strongest differentiation:
- **Specificity**: Our content is more specific than competitors (named examples, exact numbers, step-by-step)
- **Authority**: Our source/guest has more credibility than competitors
- **Recency**: Our information is more current than what's available
- **Angle**: We approach the topic from a direction nobody else takes
- **Depth**: We go deeper than the surface-level content dominating results
- **Contrarian**: Our position challenges the consensus (only if the content genuinely does this)
```
DIFFERENTIATION STRATEGY:
- Unique content advantage: [What we have that competitors don't]
- Available keyword territory: [What searches we can own]
- Unmet audience need: [What gap we fill]
- Primary differentiation vector: [Specificity / Authority / Recency / Angle / Depth / Contrarian]
- How this manifests in copy: [How the differentiation shows up in title, thumbnail, description]
```
---
#### Step 3: Proof Approach Derivation
From the skepticism level and content's evidence, determine how to prove claims:
##### 3.1 Skepticism Calibration
Using the Trust Profile from Segment Synthesis:
- **High skepticism**: The copy must EARN trust before making promises. Lead with evidence. Cite specific sources. Include qualifiers. Use "here's what the data shows" not "this will change your life."
- **Medium skepticism**: The copy can make claims but must quickly substantiate. Lead with the promise, follow immediately with proof. "73% of AI pilots fail — here's why" works.
- **Low skepticism**: The copy can lead with bold claims and promise. The audience is receptive. Proof can come later in the description. "This framework saved 14 companies" works without immediate substantiation.
##### 3.2 Evidence Matching
The TYPE of proof must match how this audience evaluates:
- Data-first audience → Numbers, statistics, research citations in titles and descriptions
- Peer-first audience → "What [comparable peers] are doing" framing, case studies
- Authority-first audience → Guest credentials, institutional backing, expert endorsement
- Experience-first audience → "I tried this" framing, before/after, demonstrated results
```
PROOF APPROACH:
- Skepticism level: [High / Medium / Low]
- Proof type for this audience: [Data / Peer / Authority / Experience]
- Available proof from content: [What evidence the content actually contains]
- Title-level proof: [What proof element appears in or is implied by the title]
- Description-level proof: [What proof elements appear in the description]
- Hook-level proof: [What proof appears in the first 15 seconds to prevent bounce]
```
---
#### Step 4: Voice Derivation
The voice is not SELECTED from options. It is BUILT from the synthesis.
##### 4.1 Register Derivation
Using the Language Capture from Segment Synthesis:
- Read the 10+ exact phrases captured from real sources
- What is the average sentence length in those captured phrases?
- What is the formality level? (Measured by: pronoun usage, contraction frequency, passive vs active voice, jargon density)
- What is the energy level? (Measured by: verb force, sentence pace, exclamatory vs declarative patterns)
**Derive the register** — don't label it with a preset. Describe it specifically:
```
DERIVED REGISTER:
- Sentence length: [X words average, based on captured phrases]
- Formality: [Specific description derived from language patterns found]
- Energy: [Specific description derived from discourse patterns found]
- Rhythm: [Short/punchy, measured/deliberate, flowing/narrative — derived from observation]
```
##### 4.2 Vocabulary Derivation
- Your captured phrases ARE the vocabulary. The copy's key terms must come from what this audience actually says.
- For concepts central to the content, find what THIS audience calls that concept. Not what you'd call it.
- If the content introduces a concept the audience doesn't yet have language for, anchor it to a concept they DO have language for.
```
DERIVED VOCABULARY:
- Their term for [core concept 1]: "[exact phrase from research]"
- Their term for [core concept 2]: "[exact phrase from research]"
- Their term for [the problem]: "[exact phrase from research]"
- Their term for [the solution]: "[exact phrase from research]"
- Anchor concept for new ideas: "[familiar concept to bridge from]"
```
##### 4.3 Metaphor Derivation
- What comparison frameworks did you observe in their discourse?
- Select the metaphor family that naturally extends the content's core message
- Ensure metaphor consistency across all components in a package
```
DERIVED METAPHOR:
- Observed family: [From research — building? fighting? navigating? growing?]
- Applied to this content: [How this metaphor system describes the content's key ideas]
```
---
#### Step 5: Lexical Strategy Derivation
From the Neuro-Lexical Inventory in the Segment Synthesis, create the word-level optimization plan.
##### 5.1 Trigger Word Assignment
Each component gets specific trigger words. The assignment follows the component's PURPOSE:
- **Scroll-stopper** (thumbnail/cover/frame 1): Gets the strongest IN-GROUP RECOGNITION or DOPAMINE trigger word. This is the 0.3-second decision. The word must create instant neural recognition.
- **Click-trigger** (title/caption first line): Gets a CURIOSITY or PROMISE trigger word. This creates the gap that drives the click.
- **Commitment device** (hook/overlay sequence): Gets an URGENCY or BELONGING trigger word. This prevents bounce.
- **Value container** (description/caption body): Gets CONCRETE/SENSORY words throughout. These reward the reader with vivid, processable information.
- **Algorithm signals** (tags/hashtags): Gets KEYWORD-OPTIMIZED terms. These signal topic classification, not human psychology.
##### 5.2 Word Arrangement Rules
From the neuro-lexical inventory, derive specific arrangement rules for this segment:
- **First-position words**: What types of words does this segment process first? (Identity words? Numbers? Question words? Concrete nouns?)
- **Last-position words**: What types of words create the strongest retention for this segment? (Action verbs? Emotional words? Specificity markers?)
- **Middle-position tolerance**: How much functional language can the middle positions hold before this segment loses interest?
##### 5.3 Exhaustion Substitution Map
For every exhausted word identified in the inventory, create a replacement:
- [Exhausted word] → [Fresh alternative that serves the same psychological function]
- The replacement must come from the ACTIVE trigger words or captured language — not from generic synonyms
```
LEXICAL STRATEGY:
Trigger word assignments:
- Scroll-stopper: [Word] — activates [which circuit]
- Click-trigger: [Word] — activates [which circuit]
- Commitment device: [Word] — activates [which circuit]
- Value container: [2-3 concrete/sensory words for distribution throughout]
- Algorithm signals: [Keyword-optimized terms]
Arrangement rules for this segment:
- First position preference: [What word type opens strongest]
- Last position preference: [What word type closes strongest]
- Middle position: [How much functional language before attention drops]
Exhaustion substitutions:
- [Exhausted] → [Fresh replacement] — serves same function because [reason]
- [Continue for each]
```
---
#### Step 6: Three-Angle Construction
This is the critical step where three genuinely different strategic angles emerge. NOT three word variations of the same angle.
##### 6.1 Angle Derivation Process
Each angle must use a DIFFERENT entry point into the same content:
**Angle 1: The Primary Angle**
- Uses the strongest psychological driver from Step 1
- Uses the primary keyword from Market Intelligence
- Takes the most direct path to the viewer's decision trigger
- This is the "safest" angle — highest probability of resonance
**Angle 2: The Reframe Angle**
- Uses a DIFFERENT psychological entry point
- May use a secondary keyword or different keyword ordering
- Approaches the content from an unexpected direction
- Could emphasize a different entity (guest vs topic, method vs result)
- This angle tests whether a different frame outperforms the obvious one
**Angle 3: The Niche/Bold Angle**
- Uses the gap opportunity from competitive analysis
- May target a more specific sub-segment or use a trend intersection
- Takes the biggest creative risk — could outperform or underperform
- Could use a different content archetype emphasis (the content is analysis BUT could be positioned as revelation)
- This angle is the differentiation play
##### 6.2 Angle Divergence Test
After defining all three angles, verify genuine divergence:
- **Title test**: Would the three titles look like they're for three different videos? (They shouldn't be — they're for the same video — but they should feel like three different REASONS to click)
- **Thumbnail test**: Would the three thumbnail concepts use different visual/text approaches?
- **Audience test**: Could Angle 1 appeal more to one sub-segment while Angle 3 appeals more to another?
- **Swap test**: If you swapped a component from Angle 1 into Angle 2, would it feel wrong? (It should)
- **Structure test**: Do all three titles use the same grammatical pattern? (They must NOT. If all three are "[Topic] isn't [X] — it's [Y]" or all three are questions, the angles aren't structurally divergent.)
- **Contrast framing ban**: Does any angle use "Not X — it's Y" or "isn't X, it's Y" framing? (Remove it. Say what the thing IS, not what it isn't. This pattern makes all packages sound identical regardless of angle.)
```
THREE STRATEGIC ANGLES:
ANGLE 1: [Name]
- Psychological entry: [Gain/Loss] × [Evidence/Identity/Story/Authority]
- Emotional movement: [Entry] → [Effect] → [Action]
- Primary keyword: [From market intelligence]
- Differentiation: [What makes this angle stand out from competitors]
- Lexical lead: [Which trigger word opens this angle's title/thumbnail]
- Voice note: [Any voice adaptation specific to this angle]
ANGLE 2: [Name]
- Psychological entry: [Different from Angle 1]
- Emotional movement: [Different trajectory from Angle 1]
- Primary keyword: [May differ from Angle 1]
- Differentiation: [Different competitive positioning]
- Lexical lead: [Different trigger word]
- Voice note: [Any adaptation]
ANGLE 3: [Name]
- Psychological entry: [Different from both]
- Emotional movement: [Different trajectory]
- Primary keyword: [May differ]
- Differentiation: [Most divergent positioning]
- Lexical lead: [Different trigger word]
- Voice note: [Any adaptation]
```
---
#### Step 7: Framework Emergence
The persuasion framework for each angle is NOT selected from a catalog (AIDA, PAS, etc.). It EMERGES from the strategic decisions already made.
##### 7.1 Why Frameworks Emerge, Not Get Selected
When you know:
- The viewer's emotional entry point (from Emotional Baseline)
- What conviction path works (from Trust Profile)
- What emotional movement is needed (from Step 1)
- What proof they need (from Step 3)
...the framework is already determined. You don't need to "pick AIDA" — you need to ask:
**"What does this viewer need to see FIRST to accept what comes SECOND?"**
If they need to feel the PROBLEM before they'll accept the SOLUTION → that's problem-solution (but adapted to their specific fear)
If they need to see PROOF before they'll consider the PROMISE → that's evidence-first (but calibrated to their proof type)
If they need to feel BELONGING before they'll engage with the CONTENT → that's identity-first (but using their in-group signals)
If they need CURIOSITY before they'll invest ATTENTION → that's curiosity-gap (but using their specific knowledge gaps)
The framework is the logical sequence of what this viewer needs to experience, in what order, to move from their entry state to the action state. It's derived, not selected.
##### 7.2 Framework Documentation
For each angle, document the derived sequence:
```
ANGLE [X] FRAMEWORK:
Step 1 (Opening): Viewer needs to [feel/see/know] [what] → achieved by [which component doing what]
Step 2 (Escalation): Having [felt/seen/known] that, they now need [what] → achieved by [which component]
Step 3 (Bridge): Having [experienced steps 1-2], they're ready for [what] → achieved by [component]
Step 4 (Conversion): Having [completed the journey], they will [action] → achieved by [CTA/description]
Why this sequence for THIS viewer: [From synthesis evidence]
```
---
#### Strategic Synthesis Output
At this point you should have, for EACH of the three angles:
- A derived psychological approach (not selected from a menu)
- A differentiation strategy grounded in competitive gaps
- A proof approach calibrated to the viewer's skepticism
- A voice derived from captured language (register, vocabulary, metaphor)
- A lexical strategy with trigger word assignments, arrangement rules, and exhaustion substitutions
- A framework that emerges from what this viewer needs to see in what order
**This packet feeds Phase 5 (Construction).** Each angle becomes the control document for one complete package. The construction protocol builds every component from these strategic decisions.
##### Verification Before Proceeding
| Question | If you can't answer → Strategy needs more work |
|----------|------------------------------------------------|
| Could Angle 1 and Angle 2 be confused for each other? | Not differentiated enough — find a different entry point |
| Is the psychological angle derived from synthesis evidence? | You're defaulting to habit — trace back to the evidence |
| Does the voice sound like the captured phrases? | Register mismatch — re-derive from the language capture |
| Are trigger words from the live neuro-lexical inventory? | Using stored vocabulary — must be from current research |
| Does the framework sequence make logical sense for THIS viewer? | Sequence is generic — re-derive from their processing route |
| Could these strategies work for a different piece of content? | Too generic — the content intelligence isn't driving enough |
| Do any angles use "Not X — it's Y" contrast framing? | Remove all contrast framing — say what the thing IS directly |
| Do any angles quote or paraphrase the transcript? | Copy sells the reason to watch, never reproduces the content. Remove all transcript language. |
| Do all three titles share the same grammatical structure? | Structural monotony — each title must use a different sentence pattern |