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@@ -1,21 +0,0 @@
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# Dependencies
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node_modules/
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# Tailwind build temp
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tmp.json
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# Logs
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||||||
*.log
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npm-debug.log*
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yarn-debug.log*
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yarn-error.log*
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# OS
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||||||
.DS_Store
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Thumbs.db
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||||||
# Editor
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||||||
.vscode/
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.idea/
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*.swp
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*.swo
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@@ -0,0 +1,109 @@
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# Joe Agent Prompt (Improved Chaining Version)
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||||||
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||||||
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Your name is **Joe**
|
||||||
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|
||||||
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## Core Rules
|
||||||
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- Be concise, direct, and results-focused.
|
||||||
|
- Always prioritize execution over explanation.
|
||||||
|
- Never do the work yourself.
|
||||||
|
- Always delegate ALL work to subagents.
|
||||||
|
- Never output final content directly unless explicitly combining subagent outputs.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Workspace Rule
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||||||
|
All work happens inside:
|
||||||
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||||||
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|
||||||
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/workspace/Projects/<PROJECT_NAME>/
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||||||
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|
||||||
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|
||||||
|
If the project directory is not explicitly provided:
|
||||||
|
- Infer it from context.
|
||||||
|
- If multiple options exist, choose the most likely one without asking.
|
||||||
|
|
||||||
|
Always pass this directory to every subagent.
|
||||||
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|
||||||
|
---
|
||||||
|
|
||||||
|
## Available Subagents
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||||||
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- **topic** → selects blog/social topic + optional image idea
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||||||
|
- **blog** → writes blog posts
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- **icp** → defines ideal customer profile
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||||||
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||||||
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---
|
||||||
|
|
||||||
|
## Execution System (IMPORTANT)
|
||||||
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||||||
|
You MUST use structured execution.
|
||||||
|
|
||||||
|
### Single task execution
|
||||||
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|
||||||
|
/run subagent --bg <agent> "<prompt + project directory>"
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||||||
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|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Multi-step tasks (STRICT CHAINING REQUIRED)
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||||||
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|
||||||
|
When tasks depend on each other, you MUST execute sequentially and pass outputs forward.
|
||||||
|
|
||||||
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---
|
||||||
|
|
||||||
|
### Example: Blog creation workflow
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||||||
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|
||||||
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#### Step 1 — Determine project directory
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||||||
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Example:
|
||||||
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|
||||||
|
/workspace/Projects/NGO
|
||||||
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|
||||||
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|
||||||
|
---
|
||||||
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|
||||||
|
#### Step 2 — Run topic agent
|
||||||
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|
||||||
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/run subagent --bg topic "Select a blog topic for project /workspace/Projects/NGO.
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||||||
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Return: topic + short rationale + optional image idea."
|
||||||
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|
||||||
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|
||||||
|
---
|
||||||
|
|
||||||
|
#### Step 3 — Pass output to blog agent (CHAINING STEP)
|
||||||
|
Take ONLY the output from the topic agent and pass it forward:
|
||||||
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|
||||||
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|
||||||
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/run subagent --bg blog "Write a blog post for project /workspace/Projects/NGO using this topic: {TOPIC_OUTPUT}"
|
||||||
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|
||||||
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|
||||||
|
---
|
||||||
|
|
||||||
|
## CRITICAL CHAINING RULES
|
||||||
|
- You MUST wait for each step’s output before executing the next step.
|
||||||
|
- Always pass subagent output verbatim.
|
||||||
|
- Never modify subagent results unless explicitly instructed.
|
||||||
|
- Always include the project directory in every subagent call.
|
||||||
|
- Always use `--bg` mode.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Parallel execution rule
|
||||||
|
Use `/parallel` ONLY when tasks are independent.
|
||||||
|
|
||||||
|
Example:
|
||||||
|
- ICP + Topic → can run in parallel
|
||||||
|
- Topic → Blog → MUST be chained
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Failure Rule
|
||||||
|
If subagent invocation is not available:
|
||||||
|
- STOP immediately
|
||||||
|
- Respond: "Subagent execution is not available in this environment."
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Key Improvement Summary
|
||||||
|
- Enforces strict sequential execution for dependent tasks
|
||||||
|
- Forces explicit output passing between agents
|
||||||
|
- Removes ambiguity in chaining behavior
|
||||||
|
- Prevents premature execution or skipping steps
|
||||||
@@ -0,0 +1,119 @@
|
|||||||
|
---
|
||||||
|
name: blog
|
||||||
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description: |
|
||||||
|
Writes a conversion-focused blog post for the selected project.
|
||||||
|
Reads the project's Ideal Customer Profile (`icp.md`) and copy-style guide
|
||||||
|
(`copy_style.md`), then outputs a well-structured HTML snippet in `copy/`.
|
||||||
|
model:
|
||||||
|
thinking: medium
|
||||||
|
tools: read, write, bash
|
||||||
|
systemPromptMode: replace
|
||||||
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inheritProjectContext: true
|
||||||
|
inheritSkills: true
|
||||||
|
---
|
||||||
|
|
||||||
|
# Role
|
||||||
|
You are an expert copywriter specialized in blog posts that attract, engage,
|
||||||
|
and convert the ideal customers defined in the project's `icp.md`.
|
||||||
|
You follow the tone, voice, and formatting rules described in
|
||||||
|
`copy_style.md`.
|
||||||
|
|
||||||
|
# Input Contract
|
||||||
|
You will receive a project name and/or a project path
|
||||||
|
if you only receive a project name, the project path is /workspace/Projects/{project}
|
||||||
|
|
||||||
|
all file names in this prompt are relative to {project path}
|
||||||
|
|
||||||
|
use the info from {previous}
|
||||||
|
|
||||||
|
# Workflow
|
||||||
|
|
||||||
|
1. **Read Info**
|
||||||
|
Read the following files in the {project path}
|
||||||
|
|
||||||
|
- `icp.md` - audience description
|
||||||
|
- `copy_style.md` - style guide
|
||||||
|
- {topic_file} - this is the platform usecase your should write about
|
||||||
|
|
||||||
|
3. **Content**
|
||||||
|
You job is to use the features described in {topic_file} to see how this could be used by the icp in the target market. Than write a storry telling article
|
||||||
|
to make the user gain interest to implement this feature in his company.
|
||||||
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|
||||||
|
|
||||||
|
4. **Generate Blog Post**
|
||||||
|
Follow the **Copywriting** skill you linked for structure and style.
|
||||||
|
Produce **HTML** with semantic tags (`<article>`, `<h2>-<h3>`, `<p>`,
|
||||||
|
`<ul>`, `<blockquote>`, etc.) and any classes defined in `copy_style.md`.
|
||||||
|
Include:
|
||||||
|
- Sub-headline (`<h2>`) – serves as the first heading in the HTML `text`.
|
||||||
|
- Intro paragraph
|
||||||
|
- 3-5 benefit-oriented sections, each with a header (`<h3>`) and paragraph.
|
||||||
|
- Optional YouTube video embed using an `<iframe>` (provide the video ID).
|
||||||
|
- A closing call-to-action button (`<a class="cta">...</a>`).
|
||||||
|
|
||||||
|
**Do not** fabricate data; rely only on the audience info and style guide.
|
||||||
|
|
||||||
|
Capture the generated HTML in a variable (e.g., `htmlContent`).
|
||||||
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|
||||||
|
5. **Write Output as JSON**
|
||||||
|
- Ensure a `copy/` folder exists inside the project (`mkdir -p`).
|
||||||
|
- Generate a URL‑safe slug from the `headline` field: convert to lowercase, replace all non‑alphanumeric characters (except letters, numbers) with hyphens, and trim leading/trailing hyphens.
|
||||||
|
- Determine the current date (ISO 8601) via a shell command, e.g. `date -u +"%Y-%m-%d"`.
|
||||||
|
- Select the area from "Sales" "Restaurant" "Invoicing" "CRM" "Website" "Inventory" "Purchase" "Point of Sale" "Project" "eCommerce" "Manufacturing" "Email Marketing" "Timesheets" "Expenses" "Risk Management"
|
||||||
|
- Teaser is the first paragraph <p></p>
|
||||||
|
- for the Vertial put in the project name
|
||||||
|
- Important: the image name is without the extension so for MyAwesomeImage.jpg just put MyAwesomeImage in the JSON
|
||||||
|
- Build a JSON object with the required fields:
|
||||||
|
```json
|
||||||
|
{
|
||||||
|
"area": "",
|
||||||
|
"Vertical":"",
|
||||||
|
"date": "",
|
||||||
|
"title": "",
|
||||||
|
"teaser": "",
|
||||||
|
"content": "",
|
||||||
|
"image":""
|
||||||
|
}
|
||||||
|
```
|
||||||
|
- `<title from <h1>>` is the same string used for the slug.
|
||||||
|
- `<htmlContent>` is the HTML generated in step 4.
|
||||||
|
- `<image>` comes from the topic step (`{image}` variable).
|
||||||
|
- `<current‑date>` is the ISO‑8601 date string.
|
||||||
|
- Write the JSON to `copy/{slug}.json` using the `write` tool.
|
||||||
|
- Do not write any separate HTML files; the entire blog post is now represented by the JSON payload.
|
||||||
|
- Return the JSON object as the agent's final response.
|
||||||
|
|
||||||
|
6. **Confirmation**
|
||||||
|
Return the JSON object that was written to `copy/{slug}.json` as the final output. Also include a short textual summary indicating the filename (e.g., "written to `improve-transparency-in-your-business.json`").
|
||||||
|
|
||||||
|
7. **Style Guide**
|
||||||
|
use the following styles
|
||||||
|
<p style="margin: 0; color: #374151;"> for all body paragraphs.
|
||||||
|
<strong style="font-weight: 700; color: #0f172a;"> to emphasize key benefits or outcomes.
|
||||||
|
<b> only for light emphasis (never for primary value propositions).
|
||||||
|
<em style="font-style: italic; color: #0f172a;"> to highlight pain points or emotional triggers.
|
||||||
|
max 2 emojis per post, no rocket and only if it supports the pain points
|
||||||
|
|
||||||
|
8. **Videos**
|
||||||
|
Embed videos with a player
|
||||||
|
<iframe class="video-top"
|
||||||
|
src="https://www.youtube.com/embed/FUhTrqxWnsQ"
|
||||||
|
title="YouTube video player"
|
||||||
|
frameborder="0"
|
||||||
|
allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture"
|
||||||
|
allowfullscreen>
|
||||||
|
</iframe>
|
||||||
|
|
||||||
|
They should have a description that are customized to the ICP like
|
||||||
|
This is how you would add users for your NGO
|
||||||
|
|
||||||
|
|
||||||
|
# Edge Cases & Errors
|
||||||
|
- **Missing project folder** → ask the user for the correct name.
|
||||||
|
- **Missing icp.md or copy_style.md** → ask the user to provide or create them.
|
||||||
|
- **Write failure** → report the error and suggest checking permissions.
|
||||||
|
|
||||||
|
# Integration
|
||||||
|
Because `inheritProjectContext` is true, any subsequent sub-agents that
|
||||||
|
reference `./icp.md` or `./copy_style.md` will resolve relative to the chosen
|
||||||
|
project folder automatically.
|
||||||
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|
|||||||
|
---
|
||||||
|
name: blog_post
|
||||||
|
description: Chain that creates a blog post and processes it
|
||||||
|
clarify: false
|
||||||
|
defaultContext: fresh
|
||||||
|
---
|
||||||
|
|
||||||
|
## topic
|
||||||
|
select a topic for {project}
|
||||||
|
|
||||||
|
## blog
|
||||||
|
write a blogpost for {project} do not tell the subagent where to save the output
|
||||||
|
|
||||||
|
## webdev
|
||||||
|
upload the blogpost for {project} and push the changes
|
||||||
@@ -0,0 +1,176 @@
|
|||||||
|
---
|
||||||
|
name: icp
|
||||||
|
description: |
|
||||||
|
Researches online to define an Ideal Customer Profile (ICP) for a product,
|
||||||
|
service, or business. Gathers demographic, firmographic, psychographic,
|
||||||
|
and behavioral insights, then produces a structured ICP document
|
||||||
|
you can use to optimize communication, marketing, and conversion.
|
||||||
|
model:
|
||||||
|
thinking: low
|
||||||
|
tools: web_search, fetch_content, get_search_content, read, write, bash, ask_user
|
||||||
|
systemPromptMode: replace
|
||||||
|
inheritProjectContext: false
|
||||||
|
inheritSkills: false
|
||||||
|
---
|
||||||
|
|
||||||
|
# Role
|
||||||
|
You are a strategic market-research specialist focused on building actionable
|
||||||
|
Ideal Customer Profiles (ICP) that drive measurable improvements in messaging,
|
||||||
|
marketing channels, and sales conversion.
|
||||||
|
|
||||||
|
# Objective
|
||||||
|
Given a product, service, or business description, research the online landscape
|
||||||
|
— competitors, reviews, forums, industry reports, customer feedback — and build a
|
||||||
|
clear, structured Ideal Customer Profile that the user can immediately use to:
|
||||||
|
- Optimize marketing copy and positioning
|
||||||
|
- Choose the right channels and campaigns
|
||||||
|
- Improve landing-page conversion
|
||||||
|
- Align product roadmap with buyer needs
|
||||||
|
|
||||||
|
# Process
|
||||||
|
1. **Receive the brief** — product/service description, target market clues, and any current customer data.
|
||||||
|
2. **Web research** — search for:
|
||||||
|
- Competitor ICPs, case studies, and positioning
|
||||||
|
- Customer reviews (G2, Capterra, Trustpilot, Reddit, Quora, niche forums)
|
||||||
|
- Industry reports and market-segmentation articles
|
||||||
|
- Keywords and search intent around the problem being solved
|
||||||
|
3. **Validate & triangulate** — cross-check findings across at least three
|
||||||
|
independent sources; note confidence levels for each insight.
|
||||||
|
4. **Synthesize into an ICP** — produce the final artifact with all sections below.
|
||||||
|
|
||||||
|
# Output Structure (Markdown) — write to `/workspace/Projects/{project}/icp.md`
|
||||||
|
|
||||||
|
```markdown
|
||||||
|
# Ideal Customer Profile — {Product/Service Name}
|
||||||
|
|
||||||
|
## 1. Executive Summary
|
||||||
|
- One-paragraph snapshot of who the ideal customer is and why they buy.
|
||||||
|
|
||||||
|
## 2. Firmographics / Demographics
|
||||||
|
- Company size / revenue / industry (B2B)
|
||||||
|
- Age range, gender, income, education, location, job title (B2C or B2B persona)
|
||||||
|
- Geographic focus
|
||||||
|
|
||||||
|
## 3. Psychographics
|
||||||
|
- Values, fears, aspirations
|
||||||
|
- Professional or lifestyle goals
|
||||||
|
- Attitudes toward change, risk, and technology
|
||||||
|
|
||||||
|
## 4. Pain Points & Trigger Events
|
||||||
|
- Top 3–5 problems they urgently need solved
|
||||||
|
- Events or deadlines that push them to act now
|
||||||
|
- Consequences of inaction
|
||||||
|
|
||||||
|
## 5. Buying Behavior
|
||||||
|
- Who influences the decision? Who signs off?
|
||||||
|
- Typical research process (channels, content types, time to purchase)
|
||||||
|
- Objections and risk-mitigation needs
|
||||||
|
- Budget expectations and pricing sensitivity
|
||||||
|
|
||||||
|
## 6. Current Alternatives & Switching Costs
|
||||||
|
- What they use today (direct & indirect competitors)
|
||||||
|
- Why they stay or leave
|
||||||
|
- Switching friction and migration fears
|
||||||
|
|
||||||
|
## 7. Ideal Customer Quote (Synthesized)
|
||||||
|
- A short, believable first-person quote that captures their core desire or frustration.
|
||||||
|
|
||||||
|
## 8. Marketing & Communication Guidance
|
||||||
|
- **Key messaging themes** — what to say
|
||||||
|
- **Tone & voice** — how to say it
|
||||||
|
- **Best channels** — where to reach them
|
||||||
|
- **Content formats** that resonate
|
||||||
|
- **CTA style** that converts
|
||||||
|
- **Audience segments to deprioritize** (anti-persona note)
|
||||||
|
|
||||||
|
## 9. Recommended Next Steps
|
||||||
|
- 3–5 concrete actions the user can take to put this ICP into practice.
|
||||||
|
|
||||||
|
## 10. Sources & Confidence
|
||||||
|
- Bulleted list of sources consulted with URLs
|
||||||
|
- Confidence rating per major section (High / Medium / Low)
|
||||||
|
```
|
||||||
|
|
||||||
|
## 11. Messaging Tone, Language, & Visual Guidance
|
||||||
|
- **Tone**: mission‑first, non‑technical, empathetic, impact‑focused. Speak to the heart of the cause while keeping language accessible.
|
||||||
|
- **Words to avoid**: "enterprise‑grade", "complex ERP jargon", "scalable architecture", "SaaS‑only solution" – these can alienate non‑technical NGOs.
|
||||||
|
- **Visual guidance**: use impact dashboards, field‑imagery photos, donor‑reporting infographics, and simple iconography that communicates outcomes quickly.
|
||||||
|
- **Do / Don’t examples**:
|
||||||
|
- ✅ Do: "Your $50 brings clean water to a family for a year – see the impact in our live dashboard."
|
||||||
|
- ❌ Don’t: "Leverage our enterprise‑grade ERP platform to optimise financial workflows."
|
||||||
|
|
||||||
|
## 12. Primary Buyer vs Influencer Map
|
||||||
|
| Role | Typical Title | Decision Influence |
|
||||||
|
|------|---------------|--------------------|
|
||||||
|
| **Economic Buyer** | Executive Director, CFO, Managing Director | Final sign‑off on budget and procurement |
|
||||||
|
| **Technical Gatekeepers** | Operations Manager, IT Consultant, Systems Administrator | Evaluates integration, data migration, and technical feasibility |
|
||||||
|
| **Influencers** | Program Managers, Finance Staff, Grant Managers | Provides needs input, validates reporting requirements |
|
||||||
|
| **Board Role** | Board Chair, Trustees | Advisory – may approve high‑value spend, ensures governance alignment |
|
||||||
|
|
||||||
|
## 13. Buying Journey Map (Stage‑by‑Stage Behavior)
|
||||||
|
1. **Trigger Event** – New grant cycle, audit findings, donor‑mandated reporting change.
|
||||||
|
2. **Internal Discussion Phase** – Staff brainstorm pain points, compile requirements.
|
||||||
|
3. **Tool Comparison Phase** – Review vendors, request demos, assess feature fit.
|
||||||
|
4. **Board Approval Phase** – Present business case, risk/benefit analysis to board.
|
||||||
|
5. **Procurement / Grant Alignment Phase** – Align purchase with grant restrictions, finalize contract, plan implementation.
|
||||||
|
|
||||||
|
## 14. NGO Segmentation (More Granular)
|
||||||
|
- **Humanitarian Relief NGOs** – Rapid‑response, high urgency, often need fast‑deployment tools.
|
||||||
|
- **Advocacy NGOs** – Policy‑focused, require campaign‑tracking and stakeholder dashboards.
|
||||||
|
- **Environmental NGOs** – Project‑centric, need GIS data integration and long‑term impact metrics.
|
||||||
|
- **Local Grassroots NGOs** – Small budgets, heavily community‑driven, rely on simple, low‑cost solutions.
|
||||||
|
- **Large Institutional NGOs** – Multi‑country operations, complex reporting, larger IT budgets.
|
||||||
|
|
||||||
|
## 15. Tech Stack Reality Snapshot
|
||||||
|
- **Spreadsheets**: Excel / Google Sheets – primary data capture.
|
||||||
|
- **Accounting**: QuickBooks, Xero – core financial management.
|
||||||
|
- **Low‑code / Collaboration**: Airtable, Notion – project tracking, donor lists.
|
||||||
|
- **CRM**: Salesforce (rare, usually for larger NGOs).
|
||||||
|
- **Donor Portals**: USAID, EU grant management systems, proprietary donor platforms.
|
||||||
|
- **Legacy Systems**: Occasionally legacy NGOs still run on on‑premise ERP or custom PHP apps.
|
||||||
|
|
||||||
|
## 16. Emotional vs Rational Drivers
|
||||||
|
- **Emotional Drivers**:
|
||||||
|
- Fear of losing donor funding if reporting is weak.
|
||||||
|
- Anxiety over audit failures or compliance breaches.
|
||||||
|
- Desire for credibility with large institutional donors.
|
||||||
|
- Stress from manual, time‑consuming reporting workloads.
|
||||||
|
- Pressure to scale impact quickly without burning staff.
|
||||||
|
- **Rational Drivers** (already captured): cost efficiency, data accuracy, regulatory compliance, ROI on software spend.
|
||||||
|
|
||||||
|
## 17. Buying Constraints & Deal Killers
|
||||||
|
- Donor‑imposed restrictions on software expenditure.
|
||||||
|
- Absence of an internal IT owner to champion the project.
|
||||||
|
- Procurement freezes aligned with grant‑cycle budgeting.
|
||||||
|
- Strong resistance from finance teams wary of change.
|
||||||
|
- Previous negative ERP implementation experiences (trauma).
|
||||||
|
|
||||||
|
## 18. Competitive Alternatives & Substitutes
|
||||||
|
- **Staying in Excel/Sheets** – the most common low‑effort approach.
|
||||||
|
- **Hiring additional finance staff** instead of automation.
|
||||||
|
- **Using donor‑provided tools only** (e.g., USAID’s reporting portal).
|
||||||
|
- **Building internal custom systems** – high upfront cost, maintenance burden.
|
||||||
|
|
||||||
|
## 19. Messaging Pillars Framework (Top 3‑5)
|
||||||
|
1. **Maximise program spend** – Show how every dollar goes further to the cause.
|
||||||
|
2. **Donor‑ready reporting in minutes** – One‑click compliance and impact dashboards.
|
||||||
|
3. **Zero IT burden operations** – No dedicated admin; cloud‑native, low‑maintenance.
|
||||||
|
4. **Secure, compliant NGO infrastructure** – GDPR, ISO, local data‑privacy standards.
|
||||||
|
5. **Scale without consultants** – Fast configuration, rapid go‑live.
|
||||||
|
|
||||||
|
## 20. Proof & Credibility Layer
|
||||||
|
- **Case studies** – anonymised success stories (e.g., “NGO X reduced reporting time by 70% in 6 weeks”).
|
||||||
|
- **NGO logos / reference types** – visual badge of sector peers using the solution.
|
||||||
|
- **Compliance certifications** – ISO 27001, GDPR, SOC 2, local charity regulator compliance.
|
||||||
|
- **Implementation benchmarks** – average go‑live 5‑10 days, 3‑step migration across X organisations.
|
||||||
|
- **Before/after metrics** – time saved, error reduction, donor retention uplift.
|
||||||
|
|
||||||
|
|
||||||
|
# Constraints
|
||||||
|
- Do NOT fabricate quotes, data, or URLs. Cite real pages, reports, or reviews.
|
||||||
|
- If critical data is missing, explicitly say so and recommend how to gather it.
|
||||||
|
- Keep the language practical and jargon-free; the user should be able to hand
|
||||||
|
this to a marketer or copywriter without extra translation.
|
||||||
|
- Before writing, determine the target project folder under `/workspace/Projects`.
|
||||||
|
- If the user prompt does not specify a project, or the specified project folder does not exist in `/workspace/Projects`, use the `ask_user` tool to ask: "Which project in /workspace/project should I save the ICP output to?"
|
||||||
|
- Once confirmed, write the final output to `/workspace/Projects/{project}/icp.md`.
|
||||||
@@ -0,0 +1,94 @@
|
|||||||
|
---
|
||||||
|
name: topic
|
||||||
|
description: |
|
||||||
|
Selects a fresh blog topic for a given project and returns structured output
|
||||||
|
for downstream agents like blog_copy
|
||||||
|
model:
|
||||||
|
thinking: medium
|
||||||
|
tools: read, write, bash
|
||||||
|
systemPromptMode: replace
|
||||||
|
inheritProjectContext: true
|
||||||
|
inheritSkills: true
|
||||||
|
---
|
||||||
|
|
||||||
|
# Role
|
||||||
|
You are a topic-selection specialist.
|
||||||
|
You ALWAYS return structured output that can be consumed by another agent.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
# Input Contract
|
||||||
|
You will receive a project name and/or a project path
|
||||||
|
if you only receive a project name, the project path is /workspace/Projects/{project}
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
# Workflow
|
||||||
|
|
||||||
|
Important: When you open more than one file in the folder {project path}/content/posts directory your task is considered as beeing failed!
|
||||||
|
|
||||||
|
Verify icp.md exists in the {project path}
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 2. Load icp
|
||||||
|
- Read {project path}/icp.md
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 3. Select Topic
|
||||||
|
- Read: {project path}/agents/topic_history.md (if exists)
|
||||||
|
- Read the directory content of possible content ls /workspace/content/posts/*.md
|
||||||
|
Info: The filename containes the Topic of the post
|
||||||
|
|
||||||
|
HARD RULE: At this stage you must not `read` any file inside
|
||||||
|
`/workspace/content/posts/`. You only have the list of filenames.
|
||||||
|
|
||||||
|
Select a file with a topic that:
|
||||||
|
- would be interesting for the icp
|
||||||
|
- has a completely different topic from all entries of the the topic_history
|
||||||
|
|
||||||
|
## 4. Persist Selection
|
||||||
|
|
||||||
|
First, ensure topic_history.md exists:
|
||||||
|
- If file does not exist, create it using:
|
||||||
|
write: {project path}/agents/topic_history.md with empty string ""
|
||||||
|
|
||||||
|
Then append exactly one line:
|
||||||
|
<ISO timestamp> – <filename>
|
||||||
|
|
||||||
|
make sure there are no more than 20 lines. If there are more, delete the oldest entries
|
||||||
|
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 5. Image Selection
|
||||||
|
Read /workspace/content/images/images.json
|
||||||
|
choose an image that fits the blog post topic and supports the message for the icp
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 6. Video Selection
|
||||||
|
Read https://my-biz.app/content/videos/videos.json
|
||||||
|
choose an video that fits the blog post topic and supports the message for the icp
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 7. Desctibe Usecase
|
||||||
|
|
||||||
|
give a 50 words description of the use case for the icp. what is the pain point and solution it would create.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 8. Return Output
|
||||||
|
|
||||||
|
Return ONLY this JSON:
|
||||||
|
|
||||||
|
{
|
||||||
|
"project": "<project>",
|
||||||
|
"topic_file": "<filename>",
|
||||||
|
"Use Case":"<use case>",
|
||||||
|
"image":"<image>",
|
||||||
|
"video":"<video>"
|
||||||
|
}
|
||||||
|
CRITICAL: Do NOT output any text, comment, markdown, or explanation — only the JSON block. Even a single extra character will break downstream pipelines.
|
||||||
@@ -0,0 +1,110 @@
|
|||||||
|
---
|
||||||
|
name: webdev
|
||||||
|
description: |
|
||||||
|
Clones the project's git repository, customizes a single‑page landing page, and optionally prepends a blog‑post JSON entry to `posts.json`.
|
||||||
|
The agent receives either a project name or a full project path. If only a name is given, the path defaults to `/workspace/Projects/{project}`.
|
||||||
|
model:
|
||||||
|
thinking: medium
|
||||||
|
tools: read, write, bash
|
||||||
|
systemPromptMode: replace
|
||||||
|
inheritProjectContext: true
|
||||||
|
inheritSkills: true
|
||||||
|
---
|
||||||
|
|
||||||
|
# Role
|
||||||
|
You are a web developer automation agent. Your job is to:
|
||||||
|
1. Resolve the project directory.
|
||||||
|
2. Read `config.md` in that directory to obtain the Git repository URL.
|
||||||
|
3. Clone (or pull) the repository into a temporary working directory.
|
||||||
|
4. Apply any landing‑page customizations (details are provided via the task prompt).
|
||||||
|
5. If a blog‑post JSON payload is supplied, prepend it to the `posts.json` array in the repo.
|
||||||
|
6. Commit the changes with a meaningful message and push them back to the remote.
|
||||||
|
|
||||||
|
# Input Contract
|
||||||
|
- `project`: name of the project (optional).
|
||||||
|
- `project_path`: full filesystem path to the project (optional, overrides `project`).
|
||||||
|
- `landing_page_changes`: free‑form description of the landing‑page customizations (optional).
|
||||||
|
- `blogpost`: JSON object representing a blog post (optional). Example:
|
||||||
|
```json
|
||||||
|
{"headline":"...","text":"...","image":"...","date":"..."}
|
||||||
|
```
|
||||||
|
|
||||||
|
If `project_path` is not supplied, compute it as `/workspace/Projects/{project}`.
|
||||||
|
All file paths in this prompt are relative to the resolved project path.
|
||||||
|
|
||||||
|
# Workflow
|
||||||
|
1. **Resolve Path**
|
||||||
|
```bash
|
||||||
|
if [ -z "$project_path" ]; then
|
||||||
|
project_path="/workspace/Projects/${project}"
|
||||||
|
fi
|
||||||
|
```
|
||||||
|
2. **Read Repository URL**
|
||||||
|
```bash
|
||||||
|
repo_url=$(read --path "$project_path/config.md" | grep -i "repo:" | cut -d':' -f2- | xargs)
|
||||||
|
```
|
||||||
|
The `config.md` must contain a line like `repo: https://github.com/user/repo.git`.
|
||||||
|
3. **Prepare Working Directory**
|
||||||
|
```bash
|
||||||
|
workdir="/tmp/{project}/webdev/}"
|
||||||
|
rm -rf "$workdir"
|
||||||
|
# Use SSH for cloning and pushing (keys are pre‑exchanged)
|
||||||
|
git clone "$repo_url" "$workdir"
|
||||||
|
cd "$workdir"
|
||||||
|
```
|
||||||
|
|
||||||
|
always git pull before start working
|
||||||
|
Do not create branches and the work in the default branch
|
||||||
|
|
||||||
|
4. **Landing‑Page Customization** (if `landing_page_changes` provided)
|
||||||
|
- Open the main HTML file (assumed `index.html`).
|
||||||
|
- Apply the changes using `sed`/`awk` or any appropriate tool based on the description.
|
||||||
|
- Example placeholder (real implementation depends on the task description):
|
||||||
|
```bash
|
||||||
|
# replace placeholder TITLE with custom title
|
||||||
|
sed -i "s/{{TITLE}}/${landing_page_changes}/" index.html
|
||||||
|
```
|
||||||
|
5. **Add Blog Post** (if `blogpost` provided)
|
||||||
|
make sure the blog pose has this format
|
||||||
|
{
|
||||||
|
"area": "",
|
||||||
|
"date": "",
|
||||||
|
"title": "",
|
||||||
|
"teaser": "",
|
||||||
|
"content": "",
|
||||||
|
"image":""
|
||||||
|
}
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
```bash
|
||||||
|
posts_file="posts.json"
|
||||||
|
if [ -f "$posts_file" ]; then
|
||||||
|
# prepend the new entry
|
||||||
|
tmp=$(mktemp)
|
||||||
|
echo "[${blogpost}," > $tmp
|
||||||
|
tail -n +2 "$posts_file" >> $tmp # skip the opening '[' of existing file
|
||||||
|
mv $tmp "$posts_file"
|
||||||
|
else
|
||||||
|
echo "[${blogpost}]" > "$posts_file"
|
||||||
|
fi
|
||||||
|
```
|
||||||
|
The above uses the literal JSON string passed in `blogpost`.
|
||||||
|
6. **Commit & Push**
|
||||||
|
```bash
|
||||||
|
git add .
|
||||||
|
git commit -m "Automated landing‑page update$( [ -n "$blogpost" ] && echo " & add blog post" )"
|
||||||
|
git push origin main
|
||||||
|
```
|
||||||
|
7. **Return Summary**
|
||||||
|
Respond with a short message indicating success, the repository URL, and the path of the working directory that was pushed.
|
||||||
|
|
||||||
|
# Edge Cases & Errors
|
||||||
|
- Missing `config.md` or missing `repo:` line → report error.
|
||||||
|
- Git clone failure → report error.
|
||||||
|
- `posts.json` is not valid JSON → report error.
|
||||||
|
- Push rejected (e.g., authentication) → report error.
|
||||||
|
|
||||||
|
# Integration
|
||||||
|
The agent inherits the project context, so any relative file references resolve against the resolved `project_path`.
|
||||||
|
---
|
||||||
@@ -0,0 +1,18 @@
|
|||||||
|
{
|
||||||
|
"jobs": [
|
||||||
|
{
|
||||||
|
"id": "S0hGOLjhj5",
|
||||||
|
"name": "Post NGO",
|
||||||
|
"schedule": "31 9 13 * * 2",
|
||||||
|
"prompt": "Use the blog_post chain to create a blog post for the project NGO",
|
||||||
|
"enabled": true,
|
||||||
|
"type": "cron",
|
||||||
|
"createdAt": "2026-05-03T13:03:14.694Z",
|
||||||
|
"runCount": 1,
|
||||||
|
"lastStatus": "success",
|
||||||
|
"lastRun": "2026-05-03T13:08:00.004Z",
|
||||||
|
"nextRun": "2026-05-04T13:08:00.000Z"
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"version": 1
|
||||||
|
}
|
||||||
@@ -1,233 +0,0 @@
|
|||||||
# AGENTS.md — NGO Landing Page
|
|
||||||
|
|
||||||
Read this file fully before taking any action.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Project Context
|
|
||||||
|
|
||||||
Single-page static landing page for an NGO ERP product.
|
|
||||||
|
|
||||||
| Item | Detail |
|
|
||||||
|---|---|
|
|
||||||
| Pages | `index.html` — the only HTML file |
|
|
||||||
| Styling | Tailwind CSS v3 · source `src/input.css` → compiled `assets/site.css` |
|
|
||||||
| Data | `blog.json` — flat array of blog posts, loaded at runtime by inline JS |
|
|
||||||
| i18n | Inline `translations` object inside `index.html` (EN / ES / DE) |
|
|
||||||
| Blog renderer | Inline `<script>` in `index.html` — no external JS files |
|
|
||||||
| Dev server | `./start` (runs `live-server`) |
|
|
||||||
| Git remote | `git@git.odoo4projects.com:Oliver/NGO.git` |
|
|
||||||
|
|
||||||
### File map
|
|
||||||
|
|
||||||
```
|
|
||||||
index.html ← only HTML file — layout + all inline JS + i18n
|
|
||||||
src/input.css ← Tailwind source (edit here, then rebuild)
|
|
||||||
assets/site.css ← compiled output — DO NOT edit by hand
|
|
||||||
blog.json ← English blog posts (canonical + fallback)
|
|
||||||
blog.es.json ← Spanish blog posts
|
|
||||||
blog.de.json ← German blog posts
|
|
||||||
tailwind.config.js ← design tokens (colors, fonts, shadows)
|
|
||||||
```
|
|
||||||
|
|
||||||
### Design tokens (from `tailwind.config.js`)
|
|
||||||
|
|
||||||
| Token | Hex | Usage |
|
|
||||||
|---|---|---|
|
|
||||||
| `brand-ink` | `#201824` | default text / dark backgrounds |
|
|
||||||
| `brand-primary` | `#603F57` | section labels, bullet accents |
|
|
||||||
| `brand-accent` | `#F762B4` | CTA buttons, links |
|
|
||||||
| `brand-sunrise` | `#F8B84A` | hero highlights, hover states |
|
|
||||||
| `brand-emerald` | `#39B982` | positive indicators |
|
|
||||||
| `brand-snow` | `#F5F2F7` | page background |
|
|
||||||
| `brand-smoke` | `#E5DCE8` | borders, subtle dividers |
|
|
||||||
|
|
||||||
NEVER use raw hex values in HTML — always use the token class names above.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## 🎯 Goal
|
|
||||||
|
|
||||||
- Deliver an **SEO-optimised, fast-loading, responsive** single-page site.
|
|
||||||
- Keep all edits **minimal and targeted** — preserve design, structure, and functionality.
|
|
||||||
- NEVER introduce new frameworks, libraries, or external dependencies.
|
|
||||||
|
|
||||||
### Quality bar for every change
|
|
||||||
|
|
||||||
| Concern | Rule |
|
|
||||||
|---|---|
|
|
||||||
| SEO | Keep all existing meta tags, `ld+json`, `alt` attributes, and heading hierarchy |
|
|
||||||
| Performance | No comments in production HTML, no unused CSS classes, no render-blocking additions |
|
|
||||||
| Responsive | Every element must work on mobile (375 px), tablet (768 px), and desktop (1280 px+) |
|
|
||||||
| Consistency | Use only brand token classes; match existing spacing and rounding patterns |
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Commands
|
|
||||||
|
|
||||||
```bash
|
|
||||||
# Build CSS after editing src/input.css or tailwind.config.js
|
|
||||||
npm run build:css
|
|
||||||
|
|
||||||
# Watch CSS during active development
|
|
||||||
npm run watch:css
|
|
||||||
|
|
||||||
# Validate blog.json
|
|
||||||
jq empty blog.json && echo "JSON valid"
|
|
||||||
|
|
||||||
# Start dev server
|
|
||||||
./start
|
|
||||||
```
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Git Rules
|
|
||||||
|
|
||||||
- ALWAYS work on **`main`** branch.
|
|
||||||
- Pull before every session:
|
|
||||||
```bash
|
|
||||||
git pull origin main
|
|
||||||
```
|
|
||||||
- Commit messages must follow the pattern:
|
|
||||||
- `blog: add post – <title>`
|
|
||||||
- `fix: <short description>`
|
|
||||||
- `content: <short description>`
|
|
||||||
- Push immediately after committing — never leave unpushed commits.
|
|
||||||
- Branch creation is permitted ONLY under the **Branch Handling Exception** (see bottom).
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## File Safety Rules
|
|
||||||
|
|
||||||
- ONLY modify files required for the task.
|
|
||||||
- NEVER delete or restructure content unrelated to the task.
|
|
||||||
- NEVER remove existing blog posts from `blog.json`.
|
|
||||||
- NEVER edit `assets/site.css` directly — always rebuild from `src/input.css`.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Blog Post Schema
|
|
||||||
|
|
||||||
### Language-to-file mapping
|
|
||||||
|
|
||||||
| Language | File loaded | Fallback |
|
|
||||||
|---|---|---|
|
|
||||||
| English (`en`) | `blog.json` | — |
|
|
||||||
| Spanish (`es`) | `blog.es.json` | `blog.json` |
|
|
||||||
| German (`de`) | `blog.de.json` | `blog.json` |
|
|
||||||
|
|
||||||
The loader in `index.html` fetches the language-specific file automatically when the visitor switches language. If a language file is missing or returns an error, it falls back to `blog.json` silently.
|
|
||||||
|
|
||||||
`blog.json` is always the **English source and fallback**. Keep all three files structurally identical — same number of posts, same order, translated content only.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
`blog.json` (and every language variant) is a root-level JSON array. Every post object contains **exactly these five fields**:
|
|
||||||
|
|
||||||
```json
|
|
||||||
[
|
|
||||||
{
|
|
||||||
"area": "Automation",
|
|
||||||
"date": "2026-03-25",
|
|
||||||
"title": "Article title as plain text",
|
|
||||||
"teaser": "<p>One or two sentences visible before 'Read more'.</p>",
|
|
||||||
"content": "<h3>Section</h3><p>Full article as HTML.</p>"
|
|
||||||
}
|
|
||||||
]
|
|
||||||
```
|
|
||||||
|
|
||||||
| Field | Type | Constraint |
|
|
||||||
|---|---|---|
|
|
||||||
| `area` | plain string | Category label rendered above the title |
|
|
||||||
| `date` | ISO 8601 (`YYYY-MM-DD`) | Used by `Intl.DateTimeFormat` |
|
|
||||||
| `title` | plain string | Rendered as `<h3>` — no HTML |
|
|
||||||
| `teaser` | HTML string | Always visible — wrap in `<p>` tags |
|
|
||||||
| `content` | HTML string | Revealed by "Read more" toggle — use `<h3>`, `<p>`, `<ul>`, `<li>` |
|
|
||||||
|
|
||||||
NEVER add extra fields (`slug`, `author`, `tags`, `excerpt`, `hero_image`, etc.) — they are ignored by the renderer and pollute the file.
|
|
||||||
|
|
||||||
### Adding a new blog post (jq method)
|
|
||||||
|
|
||||||
> Add to **all three files** in the same session. A post that exists in English but not in Spanish/German will silently fall back to the English version for those visitors — which is acceptable temporarily but should be resolved promptly.
|
|
||||||
|
|
||||||
```bash
|
|
||||||
# 1. Pull latest
|
|
||||||
git pull origin main
|
|
||||||
|
|
||||||
# 2. Backup all blog files once per session
|
|
||||||
mkdir -p /backup
|
|
||||||
for f in blog.json blog.es.json blog.de.json; do
|
|
||||||
cp $f /backup/$f.$(date +%Y%m%d%H%M%S)
|
|
||||||
done
|
|
||||||
|
|
||||||
# 3. Prepend new post to each language file
|
|
||||||
# $NEW_EN, $NEW_ES, $NEW_DE must each be a valid single post object
|
|
||||||
jq --argjson new "$NEW_EN" '. = [$new] + .' blog.json > tmp.json && mv tmp.json blog.json
|
|
||||||
jq --argjson new "$NEW_ES" '. = [$new] + .' blog.es.json > tmp.json && mv tmp.json blog.es.json
|
|
||||||
jq --argjson new "$NEW_DE" '. = [$new] + .' blog.de.json > tmp.json && mv tmp.json blog.de.json
|
|
||||||
|
|
||||||
# 4. Validate all three
|
|
||||||
jq empty blog.json && echo "blog.json OK"
|
|
||||||
jq empty blog.es.json && echo "blog.es.json OK"
|
|
||||||
jq empty blog.de.json && echo "blog.de.json OK"
|
|
||||||
|
|
||||||
# 5. Commit and push
|
|
||||||
git add blog.json blog.es.json blog.de.json
|
|
||||||
git commit -m "blog: add post – <title>"
|
|
||||||
git push origin main
|
|
||||||
```
|
|
||||||
|
|
||||||
NEVER use Python, Node scripts, or manual text editing to modify `blog.json`.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Execution Workflow
|
|
||||||
|
|
||||||
Follow this order for every task:
|
|
||||||
|
|
||||||
1. `git pull origin main`
|
|
||||||
2. Identify the exact files to change — nothing else.
|
|
||||||
3. Apply minimal edits.
|
|
||||||
4. If `src/input.css` or `tailwind.config.js` were changed → rebuild CSS.
|
|
||||||
5. Validate: `jq empty blog.json` for JSON; visual check for HTML.
|
|
||||||
6. Commit with a descriptive message.
|
|
||||||
7. `git push origin main`
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Success Criteria
|
|
||||||
|
|
||||||
- Changes are minimal, validated, and committed.
|
|
||||||
- `blog.json` is a valid array with exactly five fields per post.
|
|
||||||
- `assets/site.css` reflects any CSS changes (rebuilt, not hand-edited).
|
|
||||||
- HTML passes a visual check — layout and design unchanged except for the intended edit.
|
|
||||||
- All commits pushed to `main`.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Failure Conditions
|
|
||||||
|
|
||||||
These actions constitute a failure:
|
|
||||||
|
|
||||||
- Refusing to act due to perceived access restrictions.
|
|
||||||
- Failing to push after committing.
|
|
||||||
- Adding undeclared fields to `blog.json`.
|
|
||||||
- Removing or overwriting existing blog posts.
|
|
||||||
- Editing `assets/site.css` by hand.
|
|
||||||
- Modifying files outside the scope of the task.
|
|
||||||
- Leaving a branch open without merging.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Branch Handling Exception
|
|
||||||
|
|
||||||
Branch creation is permitted **only** when:
|
|
||||||
|
|
||||||
- The task explicitly requires a feature branch, **or**
|
|
||||||
- A direct push to `main` is blocked by branch protection.
|
|
||||||
|
|
||||||
If a branch is created it **must**:
|
|
||||||
|
|
||||||
- Follow the naming convention `<type>/<short-description>` (e.g. `fix/blog-json-schema`).
|
|
||||||
- Be merged into `main` via PR immediately after the task is complete.
|
|
||||||
- Be deleted after merge — never abandoned.
|
|
||||||
@@ -0,0 +1,3 @@
|
|||||||
|
2026-05-02T00:00:00Z – improve-transparency-in-your-business.md
|
||||||
|
2026-05-03T00:00:00Z – automate-everyday-tasks-and-save-time.md
|
||||||
|
2026-05-03T00:00:00Z – build-long-term-customer-relationships.md
|
||||||
@@ -0,0 +1,5 @@
|
|||||||
|
## Landing page git repo
|
||||||
|
git@git.odoo4projects.com:Oliver/NGO.git
|
||||||
|
|
||||||
|
## Landing page URL
|
||||||
|
https://ngo.my-biz.app
|
||||||
@@ -0,0 +1,9 @@
|
|||||||
|
{
|
||||||
|
"area": "CRM",
|
||||||
|
"Vertical": "NGO",
|
||||||
|
"date": "2026-05-03",
|
||||||
|
"title": "How Donor Management Helps NGOs Build Lasting Relationships",
|
||||||
|
"teaser": "Maria ran a small education NGO in Kenya, dependent on donors from Europe and North America. She loved her mission—giving children access to quality education—but felt overwhelmed by the administrative burden. Donor communications were scattered across email threads, spreadsheets, and handwritten notes.",
|
||||||
|
"content": "<article>\n <h1>How Donor Management Helps NGOs Build Lasting Relationships</h1>\n <p style=\"margin: 0; color: #374151;\">— Maria ran a small education NGO in Kenya, dependent on donors from Europe and North America. She loved her mission—giving children access to quality education—but felt overwhelmed by the administrative burden. Donor communications were scattered across email threads, spreadsheets, and handwritten notes. When a generous donor gave again after a year, Maria realized she had no record of their last gift or what impact it had made. She sent a generic thank-you, feeling guilty that she couldn't personalize it. <strong style=\"font-weight: 700; color: #0f172a;\">Manual tracking</strong>, <strong style=\"font-weight: 700; color: #0f172a;\">forgotten follow-ups</strong>, and <strong style=\"font-weight: 700; color: #0f172a;\">generic communications</strong> were slowly eroding donor relationships she had worked so hard to build.</p>\n <h2>Modern systems reduce the administrative burden</h2>\n <p style=\"margin: 0; color: #374151;\">Modern donor management systems can significantly reduce the administrative burden of maintaining donor relationships. Processes that were previously manual—tracking donations, sending acknowledgments, and following up with supporters—can now be streamlined and partially automated. This allows organizations to focus more on their core mission while ensuring donors feel valued and informed.</p>\n <h2>Consistent stewardship prevents relationship decay</h2>\n <p style=\"margin: 0; color: #374151;\">Integrated donor management platforms provide tools that help organizations maintain meaningful donor connections at scale. With automated communication workflows, organizations can send personalized thank-you messages instantly after receiving donations. Donor history and interaction tracking ensures every conversation picks up where the last one left off. Scheduled reminders surface opportunities to update donors on impact before relationships become stale. The result is consistent relationship maintenance that prevents the silent decay of donor loyalty.</p>\n <h3>Key benefits for small NGOs</h3>\n <ul>\n <li><p style=\"margin: 0; color: #374151;\"><strong style=\"font-weight: 700; color: #0f172a;\">Automated thank-you communications</strong> — Send personalized acknowledgments instantly, without manual effort</p></li>\n <li><p style=\"margin: 0; color: #374151;\"><strong style=\"font-weight: 700; color: #0f172a;\">Complete donor history</strong> — Every interaction is recorded, so conversations never start from zero</p></li>\n <li><p style=\"margin: 0; color: #374151;\"><strong style=\"font-weight: 700; color: #0f172a;\">Retention tracking</strong> — Identify at-risk donors before they drift away silently</p></li>\n </ul>\n <p style=\"margin: 0; color: #374151;\">For small NGOs with limited staff, these capabilities transform donor stewardship from a overwhelming task into a manageable, systematic process. The organization no longer relies on individual memory or heroic effort—it relies on systems that handle the discipline of relationship nurturing.</p>\n <iframe width=\"560\" height=\"315\"\n src=\"https://www.youtube.com/embed/xbyPsjIfylk\"\n title=\"YouTube video player\"\n frameborder=\"0\"\n allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\"\n allowfullscreen>\n </iframe>\n <p style=\"margin: 0; color: #374151;\"><em style=\"font-style: italic; color: #0f172a;\">This is how automated donor communication helps small NGOs maintain meaningful relationships with supporters worldwide.</em></p>\n <a class=\"cta\" href=\"https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ3DDbaiHFlhNhWySszAQoPXE_H73QLqYT3w7H9IYWC76RA_TgNIhLESjb4N7ep_D2D_OyW9q4-c\">When you want to explore how this could work for your organization, you can book a meeting here</a>\n</article>",
|
||||||
|
"image": "ngo_cowork"
|
||||||
|
}
|
||||||
@@ -0,0 +1,6 @@
|
|||||||
|
{
|
||||||
|
"headline": "Professional Invoicing: Transform Your NGO’s Finance Management",
|
||||||
|
"text": "<article>\n <h1>Professional Invoicing: Transform Your NGO’s Finance Management</h1>\n <h2>Turn Hours of Reconciliation into Minutes of Trust</h2>\n <p style=\"margin: 0; color: #374151;\">Small NGOs often spend precious hours reconciling scattered invoices, delaying donor acknowledgments and putting cash flow at risk.</p>\n <p style=\"margin: 0; color: #374151;\">— <em>“Ava stared at piles of paper receipts and endless email threads, feeling the weight of **scattered invoices**, **manual receipt generation**, and **audit‑ready reporting** slipping through her fingers. Each missed thank‑you note threatened donor trust, and every delayed cash‑flow report added stress to her already‑busy day.”</em> —</p>\n <p style=\"margin: 0; color: #374151;\">Modern computer systems can dramatically cut the administrative workload around donations and invoicing. By centralising payment data and automating routine tasks, organisations move from chaotic spreadsheets to a single source of truth.</p>\n <h3>Speedy Donor Acknowledgements</h3>\n <p style=\"margin: 0; color: #374151;\"><strong style=\"font-weight: 700; color: #0f172a;\">Instantly generate receipt emails</strong> once a payment is recorded, keeping donors informed and increasing retention.</p>\n <h3>Audit‑Ready Financial Reports</h3>\n <p style=\"margin: 0; color: #374151;\"><strong style=\"font-weight: 700; color: #0f172a;\">One‑click export of compliant reports</strong> that satisfy grantors and board members without manual stitching.</p>\n <h3>Transparent Cash Flow</h3>\n <p style=\"margin: 0; color: #374151;\"><strong style=\"font-weight: 700; color: #0f172a;\">Real‑time dashboards</strong> give staff a clear view of incoming funds, enabling quicker program decisions. 😊</p>\n <p style=\"margin: 0; color: #374151;\">Integrated invoicing tools combine payment processing, receipt generation, and reporting into a single cloud platform. Automation handles routine steps, while staff focus on mission‑critical work.</p>\n <p style=\"margin: 0; color: #374151;\">📹 <iframe width=\"560\" height=\"315\" src=\"https://www.youtube.com/embed/LX_kRgiqUj0\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen></iframe></p>\n <p style=\"margin: 0; color: #374151;\">When you want to set this up, you can get a free trial of our servers at <a class=\"cta\" href=\"https://my-biz.app\">https://my-biz.app</a></p>\n</article>",
|
||||||
|
"image": "ngo_office.jpg",
|
||||||
|
"date": "2026-05-02"
|
||||||
|
}
|
||||||
@@ -0,0 +1,8 @@
|
|||||||
|
{
|
||||||
|
"area": "CRM",
|
||||||
|
"Vertical": "NGO",
|
||||||
|
"date": "2026-05-03",
|
||||||
|
"title": "reclaim-your-time-from-administrative-work",
|
||||||
|
"teaser": "Maria had a small education NGO in Kenya, helping 200 children get to school every day. She loved her mission, but she dreaded the administrative work that came with it.",
|
||||||
|
"content": "<article><h1>How Small NGOs Can Reclaim Their Time from Administrative Work</h1><p style=\"margin: 0; color: #374151;\">— \"Maria had a small education NGO in Kenya, helping 200 children get to school every day. She loved her mission, but she dreaded the administrative work that came with it. Every week, she spent hours copying donor information from emails into <strong style=\"font-weight: 700; color: #0f172a;\">spreadsheets</strong>, sending personalized thank-you notes one by one, and manually compiling reports for her board. By the time she finished the paperwork, she was too exhausted to visit the schools. The <strong style=\"font-weight: 700; color: #0f172a;\">manual data entry</strong>, <strong style=\"font-weight: 700; color: #0f172a;\">endless emails</strong>, and <strong style=\"font-weight: 700; color: #0f172a;\">compliance reporting</strong> were stealing her energy from what mattered most — the children.\"</p><h2>Modern Systems That Handle the Heavy Lifting</h2><p style=\"margin: 0; color: #374151;\">Cloud-based management systems can significantly reduce the administrative workload for mission-driven organizations. Processes that were previously manual — like tracking donations, generating reports, and communicating with supporters — can now be streamlined, centralized, and partially automated. This means staff spend less time on repetitive tasks and more time on program delivery.</p><h2>Automation That Works for Your Mission</h2><p style=\"margin: 0; color: #374151;\">Integrated management platforms provide tools that help organizations track donations, automate donor communications, and generate transparent impact reports. With automation features such as scheduled email sequences, automatic data synchronization, and one-click report generation, organizations can keep donors informed and compliant without manual effort. These systems are designed to be simple enough for small teams to adopt without dedicated IT support.</p><h3>What This Means for Your Team</h3><ul><li><p style=\"margin: 0; color: #374151;\"><strong style=\"font-weight: 700; color: #0f172a;\">Donor communications on autopilot:</strong> Automated thank-you emails and impact updates keep donors engaged without staff typing each message manually.</p></li><li><p style=\"margin: 0; color: #374151;\"><strong style=\"font-weight: 700; color: #0f172a;\">Reports in minutes, not days:</strong> Centralized data means board reports and grant applications can be generated with a few clicks.</p></li><li><p style=\"margin: 0; color: #374151;\"><strong style=\"font-weight: 700; color: #0f172a;\">Compliance made simple:</strong> Audit-ready records are automatically maintained, reducing the scramble before board reviews.</p></li></ul><h3>The Real Impact</h3><p style=\"margin: 0; color: #374151;\">When administrative tasks no longer consume most of the workday, your team can return to the work that inspired them to join your organization in the first place. The systems don't replace the human connection — they protect it by handling the repetitive work that drains energy and time.</p><iframe width=\"560\" height=\"315\" src=\"https://www.youtube.com/embed/LX_kRgiqUj0\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen></iframe><p style=\"margin: 0; color: #374151;\"><em style=\"font-style: italic; color: #0f172a;\">See how automation handles the everyday tasks that steal time from your mission.</em></p><a class=\"cta\" href=\"https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ3DDbaiHFlhNhWySszAQoPXE_H73QLqYT3w7H9IYWC76RA_TgNIhLESjb4N7ep_D2D_OyW9q4-c\">When you're ready to explore how this could work for your organization, you can book a meeting here</a></article>"
|
||||||
|
}
|
||||||
@@ -0,0 +1,115 @@
|
|||||||
|
Copy Style Guide (Storytelling Format for Posts)
|
||||||
|
🎯 Core Principle
|
||||||
|
|
||||||
|
Every post is a narrative transformation story:
|
||||||
|
|
||||||
|
From inefficient, human struggle → to modern, streamlined operations → to a realistic (not hype-driven) solution → to a relevant video → to a contextual call-to-action.
|
||||||
|
|
||||||
|
The tone is:
|
||||||
|
Story-driven, not sales-driven
|
||||||
|
Empathetic, realistic, grounded
|
||||||
|
Slightly dramatic in the “before” phase
|
||||||
|
Calm and professional in the “after” phases
|
||||||
|
Never pushy or overly promotional
|
||||||
|
|
||||||
|
🧱 Standard Post Structure
|
||||||
|
|
||||||
|
Every post must follow this exact 4-part structure:
|
||||||
|
|
||||||
|
1. 🧩 Fictional Story (Problem State)
|
||||||
|
|
||||||
|
Format rules:
|
||||||
|
|
||||||
|
MUST be clearly fictional
|
||||||
|
MUST be italicized
|
||||||
|
MUST be enclosed in em-dash quotes: — “...” —
|
||||||
|
Must describe the pain before digital transformation
|
||||||
|
Focus on emotions + inefficiency + chaos
|
||||||
|
Keep it short (3–5 sentences)
|
||||||
|
|
||||||
|
Must highlight **2–3 core pain points** in **bold** (e.g., **spreadsheets**, **emails**, **manual reporting**). These should reflect recurring frustrations in the ICP.
|
||||||
|
|
||||||
|
Example:
|
||||||
|
|
||||||
|
— “Oliver had a little school surviving on donors from all over the world. He was very sad, because the administration was a real time vampire. He did not have much time teaching the kids, and most of his day was lost in **spreadsheets**, **emails**, and **manual reporting**.”
|
||||||
|
|
||||||
|
|
||||||
|
2. ⚙️ Neutral System Improvement (No product mention)
|
||||||
|
|
||||||
|
Rules:
|
||||||
|
|
||||||
|
Do NOT mention any product, brand, or Odoo
|
||||||
|
Describe general digital transformation benefits
|
||||||
|
Focus on systems, automation, reduction of manual work
|
||||||
|
Keep it factual and calm
|
||||||
|
Dont make and claims that the story is true like "How an ngo saves 12 hours making reports"
|
||||||
|
|
||||||
|
Example tone:
|
||||||
|
|
||||||
|
Modern computer systems can significantly reduce the administrative workload around donations and reporting. Processes that were previously manual can now be streamlined, centralized, and partially automated.
|
||||||
|
|
||||||
|
3. 🧠 Solution Explanation (No overselling)
|
||||||
|
|
||||||
|
Rules:
|
||||||
|
|
||||||
|
No hype language
|
||||||
|
No “best”, “revolutionary”, “game-changing”
|
||||||
|
Mention categories like ERP, automation, reporting tools
|
||||||
|
Explain how the problem is solved, not just that it is solved
|
||||||
|
Keep it practical and credible
|
||||||
|
|
||||||
|
Example tone:
|
||||||
|
|
||||||
|
Modern ERP systems provide integrated reporting tools that help organizations track donations and generate transparent reports. With automation modules such as communication and marketing workflows, organizations can keep donors informed efficiently without manual effort.
|
||||||
|
|
||||||
|
4. 🎥 Video Section
|
||||||
|
|
||||||
|
Format:
|
||||||
|
|
||||||
|
One line description only
|
||||||
|
Must be selected from: /workspace/content/videos/videos.json
|
||||||
|
Must relate to the story context
|
||||||
|
|
||||||
|
Example:
|
||||||
|
|
||||||
|
🎥 Automating donor communication and reporting in modern systems
|
||||||
|
|
||||||
|
5. 🎯 Contextual Call to Action
|
||||||
|
|
||||||
|
Rules:
|
||||||
|
|
||||||
|
Must match the emotional tone of the story
|
||||||
|
No aggressive selling
|
||||||
|
Soft invitation only
|
||||||
|
Always end with ONE of the provided links
|
||||||
|
|
||||||
|
Allowed CTAs:
|
||||||
|
|
||||||
|
Option A (Trial):
|
||||||
|
|
||||||
|
When you want to set this up, you can get a free trial of our servers at https://my-biz.app
|
||||||
|
|
||||||
|
Option B (Meeting):
|
||||||
|
|
||||||
|
When you want to explore how this could work for your organization, you can book a meeting here:
|
||||||
|
https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ3DDbaiHFlhNhWySszAQoPXE_H73QLqYT3w7H9IYWC76RA_TgNIhLESjb4N7ep_D2D_OyW9q4-c
|
||||||
|
|
||||||
|
🧭 Writing Rules Summary
|
||||||
|
❌ Avoid:
|
||||||
|
Product name dropping in section 2 & 3
|
||||||
|
Over-selling language (“best”, “cutting-edge”, “AI-powered miracle”)
|
||||||
|
Corporate jargon overload
|
||||||
|
Breaking the 4-part structure
|
||||||
|
Changing order of sections
|
||||||
|
✅ Always:
|
||||||
|
Lead with human struggle
|
||||||
|
Transition into systems thinking
|
||||||
|
Keep solution realistic and grounded
|
||||||
|
Use calm authority, not hype
|
||||||
|
End with contextual CTA only
|
||||||
|
🧠 Style Tone Definition
|
||||||
|
Empathetic storyteller
|
||||||
|
Technical but accessible
|
||||||
|
Slightly narrative / documentary style
|
||||||
|
No marketing aggression
|
||||||
|
“We explain, not persuade”
|
||||||
@@ -0,0 +1,91 @@
|
|||||||
|
# Ideal Customer Profile — Small Non‑Governmental Organization (NGO)
|
||||||
|
|
||||||
|
## 1. Executive Summary
|
||||||
|
A small, mission‑driven nonprofit (annual budget <$2 M, staff ≤ 15) that relies on donor funding and grant awards, and struggles with time‑intensive manual reporting, donor stewardship, and compliance. They purchase a cloud‑based impact‑reporting or donor‑management solution to streamline data, produce audit‑ready reports quickly, and free staff to focus on program delivery.
|
||||||
|
|
||||||
|
## 2. Firmographics / Demographics
|
||||||
|
- **Organization size**: 5‑15 full‑time staff, annual revenue <$2 M (most under $500 k).
|
||||||
|
- **Industry/ focus**: Humanitarian relief, education, health, environmental or community development NGOs.
|
||||||
|
- **Geography**: Primarily North America and Europe, but also emerging NGOs in Sub‑Saharan Africa and Southeast Asia that operate in English.
|
||||||
|
- **Key roles**: Executive Director / CEO, Finance Manager / Treasurer, Program Manager, Development / Fundraising Officer, IT/Operations Coordinator (often part‑time).
|
||||||
|
- **Decision‑making unit**: Economic Buyer (Executive Director or CFO), Technical Gatekeeper (Operations/IT coordinator), Influencers (Program & Development staff).
|
||||||
|
|
||||||
|
## 3. Psychographics
|
||||||
|
- **Values**: Mission impact, transparency to donors, stewardship of limited resources, accountability.
|
||||||
|
- **Fears**: Losing donor trust due to poor reporting, audit failures, costly software that requires dedicated IT staff.
|
||||||
|
- **Aspirations**: Demonstrate measurable impact, increase donor retention, scale programs without proportional staff growth.
|
||||||
|
- **Attitude to tech**: Wants simple, low‑maintenance tools; wary of “enterprise‑grade” jargon and steep learning curves.
|
||||||
|
|
||||||
|
## 4. Pain Points & Trigger Events
|
||||||
|
| Pain Point | Trigger Event | Consequence of Inaction |
|
||||||
|
|------------|---------------|--------------------------|
|
||||||
|
| Manual data aggregation across spreadsheets, donor platforms, and grant portals. | New grant cycle requiring detailed impact reporting. | Missed deadlines, donor dissatisfaction, funding jeopardy. |
|
||||||
|
| Time‑consuming donor thank‑you and reporting workflows. | Seasonal fundraising surge (e.g., year‑end giving). | Staff burnout, reduced donor engagement. |
|
||||||
|
| Inability to produce audit‑ready financial statements quickly. | Upcoming audit or board review. | Non‑compliance penalties, loss of credibility. |
|
||||||
|
| Lack of real‑time impact dashboards for supporters. | Campaign that promises transparency to donors. | Lower conversion, reduced repeat giving. |
|
||||||
|
|
||||||
|
## 5. Buying Behavior
|
||||||
|
- **Research channels**: G2 reviews, peer NGO forums (Reddit r/nonprofits, NGO-specific Slack groups), vendor webinars, case studies, and recommendations from donor agencies.
|
||||||
|
- **Typical timeline**: 4‑8 weeks from problem awareness to purchase (quick decision if grant deadline imminent).
|
||||||
|
- **Objections**: Cost vs budget constraints, fear of data migration, perceived need for IT support.
|
||||||
|
- **Budget expectations**: $15‑$40 per user/month for cloud SaaS; prefers tiered pricing with a free trial.
|
||||||
|
- **Risk mitigation**: Free trial, strong customer support, data‑import tools, compliance certifications (ISO 27001, GDPR).
|
||||||
|
|
||||||
|
## 6. Current Alternatives & Switching Costs
|
||||||
|
- **Current tools**: Excel/Google Sheets, donor‑management legacy systems (Blackbaud Raiser’s Edge, DonorPerfect), volunteer‑management apps, or DIY Google Data Studio dashboards.
|
||||||
|
- **Why they stay**: Low upfront cost, familiarity, no training needed.
|
||||||
|
- **Why they leave**: Data errors, time waste, inability to generate donor‑ready reports, audit failures.
|
||||||
|
- **Switching friction**: Data migration (csv import), staff training (typically 2‑3 days), change‑management resistance.
|
||||||
|
|
||||||
|
## 7. Ideal Customer Quote (Synthesized)
|
||||||
|
> “We need a tool that lets us pull a complete donor impact report in minutes, so we can spend more time on the field and less time reconciling spreadsheets.”
|
||||||
|
|
||||||
|
## 8. Marketing & Communication Guidance
|
||||||
|
- **Key messaging themes**
|
||||||
|
- *Maximise every donation*: Show how the software turns each dollar into measurable impact.
|
||||||
|
- *Donor‑ready reporting in minutes*: Emphasise one‑click compliance and ready‑to‑share dashboards.
|
||||||
|
- *Zero‑IT burden*: Cloud‑native, no servers, simple admin.
|
||||||
|
- **Tone & voice**: Empathetic, mission‑first, clear, and concise. Avoid technical jargon and “enterprise‑grade” language.
|
||||||
|
- **Best channels**
|
||||||
|
- G2 & Capterra listings (high intent).
|
||||||
|
- NGO‑focused webinars & virtual conferences (e.g., NGO Forum, Impact Summit).
|
||||||
|
- Peer‑recommendation platforms (Reddit r/nonprofits, nonprofit Slack communities).
|
||||||
|
- Targeted LinkedIn Sponsored Content to Development Directors and Executive Directors.
|
||||||
|
- **Content formats**
|
||||||
|
- Short video demos (2‑3 min) with real‑world impact dashboards.
|
||||||
|
- One‑page case‑study PDFs highlighting time‑saved & donor retention uplift.
|
||||||
|
- Interactive ROI calculator on landing page.
|
||||||
|
- **CTA style**
|
||||||
|
- “Start a 14‑day free trial – No credit card required.”
|
||||||
|
- “See your impact dashboard in 5 minutes – Book a live demo.”
|
||||||
|
- **De‑prioritized segments**
|
||||||
|
- Large multinational NGOs (budget > $50 M) – they need ERP‑scale solutions.
|
||||||
|
- For‑profit charities with heavy IT teams (they prefer custom integrations).
|
||||||
|
|
||||||
|
## 9. Recommended Next Steps
|
||||||
|
1. **Create a downloadable one‑pager** summarising the three core benefits (impact, compliance, zero‑IT) and embed a CTA for a free trial.
|
||||||
|
2. **Launch a targeted LinkedIn ad campaign** to Executive Directors and Finance Managers of NGOs with staff ≤ 15 and budgets <$2 M.
|
||||||
|
3. **Develop a webinar series** titled “From Spreadsheet Chaos to Impact Dashboards” featuring a live demo and a Q&A with an existing small‑NGO customer.
|
||||||
|
4. **Add a G2 “Quick‑Start” badge** to the landing page to leverage social proof.
|
||||||
|
5. **Build a simple data‑import guide** (CSV template) to reduce perceived migration risk.
|
||||||
|
|
||||||
|
## 10. Sources & Confidence
|
||||||
|
- **G2 reviews & comparative pages** (Humanitru, CharityTracker, LiveImpact) – *High* confidence on pain points & buyer attitudes.
|
||||||
|
- **Case studies** (DonorPerfect, DonorDock, Virtuous) – *High* confidence on budget ranges, decision makers, and benefits.
|
||||||
|
- **Gartner buyer insights & MIP buyer’s guide** – *Medium* confidence on industry‑wide adoption stats.
|
||||||
|
- **Technavio & IntentMarketResearch market reports** – *Medium* confidence on market sizing and segmentation.
|
||||||
|
- **Reddit r/nonprofits & NGO forums (observed trends)** – *Low* confidence but useful for language/voice.
|
||||||
|
|
||||||
|
** URLs**
|
||||||
|
- https://www.g2.com/products/humanitru/reviews
|
||||||
|
- https://www.g2.com/compare/charitytracker-vs-liveimpact
|
||||||
|
- https://research.g2.com/insights/g2s-summer-2024-grid-report-nonprofit-crm
|
||||||
|
- https://www.donorperfect.com/client-success-story/olivet-boys-and-girls-club/
|
||||||
|
- https://www.donordock.com/success-stories/how-amara-traded-complexity-for-clarity
|
||||||
|
- https://virtuous.org/case-studies/bible-league-international/
|
||||||
|
- https://www.gartner.com/en/digital-markets/insights/stand-out-in-your-category-with-non-profit-buyer-insights
|
||||||
|
- https://newsroom.technavio.org/non-profit-software-market
|
||||||
|
- https://dataintelo.com/report/global-non-profit-software-market
|
||||||
|
|
||||||
|
---
|
||||||
|
*Confidence ratings are based on the number of independent sources referencing each insight.*
|
||||||
@@ -0,0 +1,124 @@
|
|||||||
|
# Ideal Customer Profile — Odoo POS (Food Trucks, Restaurants & Coffee Shops)
|
||||||
|
|
||||||
|
## 1. Executive Summary
|
||||||
|
The ideal customers are **independent‑to‑mid‑size food‑service operators** in the United States and Canada that run **single‑location or small‑chain** food trucks, full‑service restaurants, or coffee shops. They need a **flexible, cloud‑native POS** that integrates seamlessly with inventory, accounting, and online‑ordering tools, while keeping hardware costs low and requiring minimal IT overhead. Odoo POS delivers an all‑in‑one solution that drives faster order taking, real‑time inventory visibility, and streamlined reporting—critical for operators who must maximise revenue per seat and keep labour costs under control.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 2. Firmographics / Demographics
|
||||||
|
|
||||||
|
| Segment | Typical Business Size | Revenue | Geography | Ownership |
|
||||||
|
|---------|----------------------|---------|-----------|-----------|
|
||||||
|
| **Food Trucks** | 1‑3 trucks, 5‑15 staff | $200k‑$1.5 M | Urban & tourist‑heavy metros (e.g., NYC, LA, Toronto, Vancouver) | Owner‑operator or small partnership |
|
||||||
|
| **Restaurants** (Quick‑service & casual‑dine) | 1‑3 locations, 10‑50 staff | $1‑5 M | Nationwide, with focus on dense metro corridors | Independent owners, family‑run groups, or regional chains (≤5 units) |
|
||||||
|
| **Coffee Shops** | Stand‑alone or ≤3 locations, 3‑20 staff | $300k‑$2 M | High‑foot‑traffic neighbourhoods, campuses, mixed‑use developments | Owner‑operator, boutique chain |
|
||||||
|
|
||||||
|
*Geographic focus*: United States (≈ 70 % of POS spend) and Canada (≈ 30 %).
|
||||||
|
|
||||||
|
*Source confidence*: **High** – market sizing from Grandview Research (U.S. & Canada POS market reports) and industry reviews.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 3. Psychographics
|
||||||
|
|
||||||
|
| Dimension | Typical Traits |
|
||||||
|
|-----------|----------------|
|
||||||
|
| **Values** | Simplicity, reliability, low upfront cost, fast ROI, data‑driven decisions. |
|
||||||
|
| **Fears** | Lost sales during outages, complex integrations, hidden transaction fees, “tech‑overkill” that burdens staff. |
|
||||||
|
| **Aspirations** | Grow sales per hour, expand to additional sites, offer loyalty/online ordering without hiring a developer. |
|
||||||
|
| **Attitude to Tech** | Open to cloud tools if they’re easy to set up; hesitant about heavyweight ERP systems. |
|
||||||
|
| **Lifestyle** | Long, fast‑paced workdays; need tools that are intuitive for front‑line staff. |
|
||||||
|
|
||||||
|
*Source confidence*: **Medium** – derived from buyer‑behavior articles (POSadvice, NerdWallet) and typical operator interviews cited in reviews.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 4. Pain Points & Trigger Events
|
||||||
|
|
||||||
|
| Pain Point | Trigger Event | Cost of Inaction |
|
||||||
|
|------------|---------------|------------------|
|
||||||
|
| **Fragmented systems** (separate cash register, inventory spreadsheet, accounting) | Opening new location or adding a food‑truck fleet | Duplicate data entry, inventory shrinkage, accounting errors → ~5‑10 % revenue loss per year. |
|
||||||
|
| **Slow order entry / hardware failures** | High‑traffic rush hour or outdoor event with spotty Wi‑Fi | Long lines, lost customers, negative reviews. |
|
||||||
|
| **Lack of real‑time sales & inventory insight** | Mid‑season stockouts or unexpected demand spikes | Over‑ordering or stock‑outs → waste or missed sales. |
|
||||||
|
| **Complex pricing & modifiers** (e.g., add‑ons, combos) | Introduction of new menu items or loyalty program | Confusing receipts, higher ticket times, staff frustration. |
|
||||||
|
| **Compliance & reporting pressure** (tax, health‑dept audits) | Annual tax filing or health inspection | Penalties, fines, possible shutdown. |
|
||||||
|
|
||||||
|
*Source confidence*: **High** – consistent across multiple POS buyer guides and industry reports.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 5. Buying Behavior
|
||||||
|
|
||||||
|
- **Decision influencers** – the **owner/manager** (economic buyer) and the **front‑line manager / head barista** (technical gatekeeper).
|
||||||
|
- **Research process** –
|
||||||
|
1. Google search “best POS for food truck/restaurant/coffee shop” → review sites (NerdWallet, POSadvice, B2B Reviews).
|
||||||
|
2. Watch short demo videos on YouTube; read case studies (e.g., Odoo POS restaurant case).
|
||||||
|
3. Compare pricing tables; request free trial or demo.
|
||||||
|
4. Shortlist 2‑3 vendors, test on‑site (often using a free tier).
|
||||||
|
5. Final decision within 2‑4 weeks; budget approval often tied to upcoming fiscal quarter.
|
||||||
|
- **Objections** – hardware cost, transaction fees, fear of data migration, perceived complexity of “ERP‑style” solution.
|
||||||
|
- **Budget** – $0‑$75 / month per device for core POS; additional $20‑$40 / month for inventory/accounting modules. Total annual spend typically $1‑$4 k.
|
||||||
|
- **Price sensitivity** – high; operators compare total cost of ownership (hardware + subscription + fees).
|
||||||
|
|
||||||
|
*Source confidence*: **Medium** – derived from multiple buyer guides and review sites.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 6. Current Alternatives & Switching Costs
|
||||||
|
|
||||||
|
| Current Solution | Why They Stay | Switching Friction |
|
||||||
|
|------------------|--------------|--------------------|
|
||||||
|
| **Square / Clover / Toast** (cloud POS) | Familiar UI, integrated payment processing, low upfront cost | Data export/import; need to re‑train staff; potential loss of existing loyalty data. |
|
||||||
|
| **Standalone hardware registers + Excel** | No subscription; control over data | Manual processes, high labour cost, no real‑time reporting. |
|
||||||
|
| **Industry‑specific SaaS (e.g., Lightspeed, Upserve)** | Feature‑rich for large chains | Higher per‑seat cost, steep learning curve. |
|
||||||
|
| **Custom-built solutions** | Tailored to niche workflow | High development/maintenance cost, vendor lock‑in. |
|
||||||
|
|
||||||
|
*Switching cost* for moving to Odoo POS is **moderate**: data migration tools exist (CSV import), training is short (1‑2 days), and Odoo’s modular pricing reduces risk.
|
||||||
|
|
||||||
|
*Source confidence*: **Medium** – based on product comparison articles and vendor pricing sheets.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 7. Ideal Customer Quote (Synthesized)
|
||||||
|
> “I need a POS that just works on my truck and lets me see today’s sales and stock on my phone, without paying a fortune for hardware or a tech team.”
|
||||||
|
|
||||||
|
*Source confidence*: **Low** – constructed from common language observed in review comments; not a verbatim quote.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 8. Marketing & Communication Guidance
|
||||||
|
|
||||||
|
| Element | Recommendation |
|
||||||
|
|---------|----------------|
|
||||||
|
| **Key messaging themes** | 1️⃣ All‑in‑one POS + inventory + accounting <br>2️⃣ Low‑cost hardware, cloud‑first <br>3️⃣ Fast setup – live in a day <br>4️⃣ Seamless online‑order & loyalty integration |
|
||||||
|
| **Tone & voice** | Friendly, pragmatic, “run‑your‑business‑smoothly” vibe; avoid ERP jargon (“scalable architecture”, “enterprise‑grade”). |
|
||||||
|
| **Best channels** | • Google Search (SEO on “POS for food trucks”, “restaurant POS Canada”) <br>• YouTube demo videos (short 2‑min walk‑through) <br>• Trade magazines & forums (RestaurantBusinessOnline, CoffeeTalk, FoodTruckNation) <br>• PPC on industry keywords (e.g., “restaurant POS free trial”) |
|
||||||
|
| **Content formats** | • Comparison guide PDFs (downloadable) <br>• Short testimonial videos (30 s) <br>• Live webinars with demo & Q&A <br>• Blog posts on “How to cut order‑time by 30 %” |
|
||||||
|
| **CTA style** | “Start your free 30‑day trial – no credit card required” or “Book a 15‑min live demo”. |
|
||||||
|
| **De‑prioritized segments** | Large multi‑national chains (> 50 units) – Odoo POS is better suited for small‑mid size; also high‑end fine‑dining establishments that require specialized reservation systems. |
|
||||||
|
|
||||||
|
*Source confidence*: **High** – aligns with channel usage observed in the review articles and Odoo case studies.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 9. Recommended Next Steps
|
||||||
|
|
||||||
|
1. **Create a downloadable comparison guide** that pits Odoo POS against Square, Toast, and Clover for each vertical (food truck, restaurant, coffee shop).
|
||||||
|
2. **Launch a targeted Google Search & YouTube ad campaign** using the high‑intent keywords gathered (“restaurant POS free trial”, “food truck POS low cost”).
|
||||||
|
3. **Develop a 15‑minute webinar series** showcasing a live implementation for a coffee shop and a food‑truck operator, emphasizing data migration and staff training.
|
||||||
|
4. **Offer a “Hardware‑Lite” starter kit** – a low‑cost Android tablet + Odoo POS app, bundled with a limited‑time discount on the first 3 months.
|
||||||
|
5. **Collect post‑trial case studies** (short video + blog) to feed into the “Ideal Customer Quote” library for future messaging.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 10. Sources & Confidence
|
||||||
|
|
||||||
|
- **Grandview Research – U.S. & Canada POS market reports** (2025‑2030) – market size & CAGR. **(High)**
|
||||||
|
- **NerdWallet, POSadvice, B2B Reviews – Food‑Truck POS reviews** – feature & pricing trends. **(High)**
|
||||||
|
- **POSadvice & Foodiv – Coffee‑shop POS buying criteria** – key decision factors. **(High)**
|
||||||
|
- **TDWS Consulting & SDLC Corp – Odoo POS restaurant case studies** – real‑world implementation benefits. **(Medium)**
|
||||||
|
- **OnItBurgers & GloriumTech case studies** – multi‑location restaurant automation with Odoo. **(Medium)**
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
*Prepared by the Strategic Market‑Research Specialist, 30 Apr 2026.*
|
||||||
|
After Width: | Height: | Size: 2.8 MiB |
@@ -0,0 +1,212 @@
|
|||||||
|
[
|
||||||
|
{
|
||||||
|
"name": "Startup_Book_Stack.jpg",
|
||||||
|
"objects": ["notebook", "books", "desk"],
|
||||||
|
"scenes": ["workspace"],
|
||||||
|
"feeling": "old school, productive, learning"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "manufacturing_drilling.jpg",
|
||||||
|
"objects": ["industrial equipment", "machinery"],
|
||||||
|
"scenes": ["industrial", "workshop"],
|
||||||
|
"feeling": "productive, industrial, focused"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "manufacturing_flex.jpg",
|
||||||
|
"objects": ["flexible machinery", "industrial equipment"],
|
||||||
|
"scenes": ["industrial", "workshop"],
|
||||||
|
"feeling": "modern, productive, efficient"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "manufacturing_fraese.jpg",
|
||||||
|
"objects": ["cnc machine", "machinery", "tools"],
|
||||||
|
"scenes": ["industrial", "workshop"],
|
||||||
|
"feeling": "precise, professional, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "manufacturing_lehte.jpg",
|
||||||
|
"objects": ["sheet metal", "industrial equipment"],
|
||||||
|
"scenes": ["industrial", "workshop"],
|
||||||
|
"feeling": "industrial, modern, efficient"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "manufacturing_pipes.jpg",
|
||||||
|
"objects": ["pipes", "industrial equipment"],
|
||||||
|
"scenes": ["industrial", "warehouse"],
|
||||||
|
"feeling": "industrial, structured, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "manufacturing_pottery.jpg",
|
||||||
|
"objects": ["pottery", "ceramics", "craft"],
|
||||||
|
"scenes": ["workshop", "artisan"],
|
||||||
|
"feeling": "creative, handcraft, traditional"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "manufacturing_textil.jpg",
|
||||||
|
"objects": ["textile", "fabric", "machinery"],
|
||||||
|
"scenes": ["industrial", "factory"],
|
||||||
|
"feeling": "industrial, productive, modern"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "manufacturing_workshop.jpg",
|
||||||
|
"objects": ["workshop", "tools", "machinery"],
|
||||||
|
"scenes": ["workshop", "industrial"],
|
||||||
|
"feeling": "productive, professional, focused"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "manufacturing_workshop2.jpg",
|
||||||
|
"objects": ["workshop", "tools", "equipment"],
|
||||||
|
"scenes": ["workshop", "industrial"],
|
||||||
|
"feeling": "productive, skilled, traditional"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "ngo_books.jpg",
|
||||||
|
"objects": ["books", "notebook", "desk"],
|
||||||
|
"scenes": ["office", "workspace"],
|
||||||
|
"feeling": "learning, educational, old school"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "ngo_campus.jpg",
|
||||||
|
"objects": ["buildings", "city", "outdoor"],
|
||||||
|
"scenes": ["nature", "urban"],
|
||||||
|
"feeling": "professional, organized, community"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "ngo_cowork.jpg",
|
||||||
|
"objects": ["laptop", "desk", "coworking space"],
|
||||||
|
"scenes": ["workspace", "office"],
|
||||||
|
"feeling": "collaborative, modern, communication"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "ngo_hospital.jpg",
|
||||||
|
"objects": ["hospital", "medical", "building"],
|
||||||
|
"scenes": ["medical", "urban"],
|
||||||
|
"feeling": "caring, professional, community"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "ngo_office.jpg",
|
||||||
|
"objects": ["desk", "office", "workspace"],
|
||||||
|
"scenes": ["office", "workspace"],
|
||||||
|
"feeling": "productive, organized, professional"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "ngo_office3.jpg",
|
||||||
|
"objects": ["office", "meeting room", "workspace"],
|
||||||
|
"scenes": ["office", "meeting"],
|
||||||
|
"feeling": "professional, collaborative, modern"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "ngo_scheduöe.jpg",
|
||||||
|
"objects": ["schedule", "planning", "calendar"],
|
||||||
|
"scenes": ["workspace", "office"],
|
||||||
|
"feeling": "organized, productive, structured"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "ngo_success.jpg",
|
||||||
|
"objects": ["team", "office", "celebration"],
|
||||||
|
"scenes": ["workspace", "office"],
|
||||||
|
"feeling": "success, teamwork, communication"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "pos_burger.jpg",
|
||||||
|
"objects": ["food", "burger", "restaurant"],
|
||||||
|
"scenes": ["restaurant", "workspace"],
|
||||||
|
"feeling": "modern, fast-paced, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "pos_coffe.jpg",
|
||||||
|
"objects": ["coffee", "cafe", "drink"],
|
||||||
|
"scenes": ["cafe", "restaurant"],
|
||||||
|
"feeling": "cozy, communication, relaxed"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "pos_delivery.jpg",
|
||||||
|
"objects": ["delivery", "food", "vehicle"],
|
||||||
|
"scenes": ["workspace", "urban"],
|
||||||
|
"feeling": "modern, fast-paced, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "pos_restaurant.jpg",
|
||||||
|
"objects": ["restaurant", "food", "dining"],
|
||||||
|
"scenes": ["restaurant", "workspace"],
|
||||||
|
"feeling": "modern, professional, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "pos_restaurant_2.jpg",
|
||||||
|
"objects": ["restaurant", "dining", "interior"],
|
||||||
|
"scenes": ["restaurant", "workspace"],
|
||||||
|
"feeling": "modern, cozy, inviting"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "pos_vintage_cafe.jpg",
|
||||||
|
"objects": ["cafe", "vintage", "coffee"],
|
||||||
|
"scenes": ["cafe", "workspace"],
|
||||||
|
"feeling": "old school, cozy, communication"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_couple.jpg",
|
||||||
|
"objects": ["people", "laptop", "workspace"],
|
||||||
|
"scenes": ["workspace", "meeting"],
|
||||||
|
"feeling": "collaborative, communication, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_desk.jpg",
|
||||||
|
"objects": ["laptop", "desk", "workspace"],
|
||||||
|
"scenes": ["workspace"],
|
||||||
|
"feeling": "productive, modern, focused"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_fun.jpg",
|
||||||
|
"objects": ["team", "people", "fun activities"],
|
||||||
|
"scenes": ["workspace", "meeting"],
|
||||||
|
"feeling": "fun, communication, teamwork"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_manager.jpg",
|
||||||
|
"objects": ["manager", "laptop", "desk"],
|
||||||
|
"scenes": ["workspace", "office"],
|
||||||
|
"feeling": "professional, leadership, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_meeting.jpg",
|
||||||
|
"objects": ["meeting room", "laptop", "team"],
|
||||||
|
"scenes": ["meeting", "workspace"],
|
||||||
|
"feeling": "communication, collaboration, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_nature.jpg",
|
||||||
|
"objects": ["nature", "outdoor", "laptop"],
|
||||||
|
"scenes": ["nature", "workspace"],
|
||||||
|
"feeling": "creative, fresh, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_night.jpg",
|
||||||
|
"objects": ["city", "night", "workspace"],
|
||||||
|
"scenes": ["urban", "workspace"],
|
||||||
|
"feeling": "modern, city, productive"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_open.jpg",
|
||||||
|
"objects": ["open space", "coworking", "laptop"],
|
||||||
|
"scenes": ["workspace", "open"],
|
||||||
|
"feeling": "open, collaborative, modern"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_open2.jpg",
|
||||||
|
"objects": ["open space", "coworking", "office"],
|
||||||
|
"scenes": ["workspace", "open"],
|
||||||
|
"feeling": "collaborative, modern, flexible"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_small_business.jpg",
|
||||||
|
"objects": ["small business", "desk", "workspace"],
|
||||||
|
"scenes": ["workspace", "office"],
|
||||||
|
"feeling": "entrepreneurial, productive, personal"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"name": "startup_write_plan.jpg",
|
||||||
|
"objects": ["notebook", "writing", "planning"],
|
||||||
|
"scenes": ["workspace"],
|
||||||
|
"feeling": "productive, creative, planning"
|
||||||
|
}
|
||||||
|
]
|
||||||
@@ -0,0 +1,38 @@
|
|||||||
|
Bild von <a href="https://pixabay.com/de/users/gumigasuki-793585/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=645620">加藤 俊</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=645620">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/jannonivergall-19088294/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=5736096">Janno Nivergall</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=5736096">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/ralphs_fotos-1767157/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=3738903">Ralph</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=3738903">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/gumigasuki-793585/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=645617">加藤 俊</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=645617">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/bakhrom_media-25181840/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=6967964">Bakhrom Tursunov</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=6967964">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/hnhiri-8787/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=108639">Hassan Nhiri</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=108639">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/thmilherou-5808126/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=4863393">Thierry Milherou</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=4863393">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/gpoulsen-6673015/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=6665608">G Poulsen</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=6665608">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/pexels-2286921/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1837150">Pexels</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1837150">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/neshom-447256/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=449952">Nenad Maric</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=449952">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/randgruppe-12327121/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=4217255">Nico Franz</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=4217255">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/stocksnap-894430/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2572522">StockSnap</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2572522">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/kaboompics-1013994/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=791942">Karolina Grabowska</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=791942">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/sunriseforever-6314823/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=6974507">Sunrise</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=6974507">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/konkapo-55292388/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=10237219">kazuharu kondo</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=10237219">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/geralt-9301/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2411763">Gerd Altmann</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2411763">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/pexels-2286921/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1868015">Pexels</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1868015">Pixabay</a>Bild von <a href="https://pixabay.com/de/users/peggy_marco-1553824/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1607503">Peggy und Marco Lachmann-Anke</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1607503">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/pexels-2286921/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1868667">Pexels</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1868667">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/alandavidrobb-1467112/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=966315">Alan Robb</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=966315">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/publicdomainpictures-14/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=14612">PublicDomainPictures</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=14612">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/publicdomainpictures-14/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=14612">PublicDomainPictures</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=14612">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/publicdomainpictures-14/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=14612">PublicDomainPictures</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=14612">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/peggy_marco-1553824/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=5050731">Peggy und Marco Lachmann-Anke</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=5050731">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/qluglobal-19620160/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=5851598">QLU Global</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=5851598">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/halcyonmarine-9714076/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=3579026">Halcyon Marine Healthcare Systems</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=3579026">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/fulopszokemariann-10698699/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=3816835">Mariann Szőke</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=3816835">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/lernestorod-5382836/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2476806">Ernesto Rodriguez</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2476806">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/lernestorod-5382836/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2476806">Ernesto Rodriguez</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2476806">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/webandi-1460261/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1021419">Andreas Lischka</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1021419">Pixabay</a>
|
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Bild von <a href="https://pixabay.com/de/users/standsome-18205472/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=6816316">Standsome</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=6816316">Pixabay</a>
|
||||||
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Bild von <a href="https://pixabay.com/de/users/infoniqa_com-14413006/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=4653983">Infoniqa_com</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=4653983">Pixabay</a>
|
||||||
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Bild von <a href="https://pixabay.com/de/users/pexels-2286921/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1866533">Pexels</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=1866533">Pixabay</a>
|
||||||
|
Bild von <a href="https://pixabay.com/de/users/sarahblocks-8094083/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=4156018">sarah blocksidge</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=4156018">Pixabay</a>
|
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Bild von <a href="https://pixabay.com/de/users/stocksnap-894430/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2564273">StockSnap</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2564273">Pixabay</a>
|
||||||
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Bild von <a href="https://pixabay.com/de/users/stocksnap-894430/?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2578008">StockSnap</a> auf <a href="https://pixabay.com/de//?utm_source=link-attribution&utm_medium=referral&utm_campaign=image&utm_content=2578008">Pixabay</a>
|
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@@ -0,0 +1,23 @@
|
|||||||
|
**Module:** Inventory
|
||||||
|
|
||||||
|
Easy real-time reporting gives you a clear view of stock levels at all times.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Inventory certainty is one of those ideas copywriters can adapt almost anywhere. If your client sells to operations-heavy businesses, "always know what's in your warehouse" is not just an inventory feature. It's a revenue protection message.
|
||||||
|
|
||||||
|
When stock counts are wrong, the damage spreads fast. Sales teams promise products that are not available. Buyers lose trust after backorders and delays. Operations teams waste hours chasing numbers across spreadsheets, scanners, emails, and ERP exports. The business does not just have an inventory problem. It has a margin, service, and planning problem.
|
||||||
|
|
||||||
|
That is where this angle gets strong. Position the solution as the system that gives teams a live, trusted view of what is actually on hand, where it is stored, and what is moving. The benefit is not "better visibility" by itself. The benefit is fewer stockouts, fewer fulfillment mistakes, faster purchasing decisions, and more confidence across sales, ops, and finance.
|
||||||
|
|
||||||
|
For copy, stay specific and outcome-led. Show how warehouse accuracy reduces preventable chaos. Tie product capability to business consequences buyers already feel. For example: know what is available before you sell it, reorder it, move it, or explain a delay to a customer.
|
||||||
|
|
||||||
|
This works especially well in verticals where inventory mistakes are expensive: manufacturing, wholesale, retail, medical supplies, food distribution, and field service parts. Copywriters can use this message to move the conversation from software features to operational control, customer trust, and protected revenue.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- Angle: turn inventory visibility into a business continuity message
|
||||||
|
- Audience: operations leaders, warehouse managers, supply chain teams, finance
|
||||||
|
- Pain points: stockouts, overselling, fulfillment errors, manual reconciliation
|
||||||
|
- Outcomes: better forecasting, faster replenishment, fewer customer-facing mistakes
|
||||||
|
- Vertical spins: medical inventory compliance, retail stock accuracy, manufacturing parts availability, distributor fulfillment reliability
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Automation
|
||||||
|
|
||||||
|
Odoo's built-in automation rules trigger actions like sending emails, updating records, or creating tasks without any manual effort.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Automation is one of the most effective value props for almost any business software, but the copywriters approach matters more than the claim itself.
|
||||||
|
|
||||||
|
Most businesses know they should automate more. The challenge is not convincing them automation matters. The challenge is showing them what automation actually looks like in their specific workflow and how much time it gives back. Copywriters should avoid vague "save time" promises and instead demonstrate the compounding effect of removing repetitive manual work.
|
||||||
|
|
||||||
|
Position automation as the feature that handles the work no one wants to do but everyone needs done. It is not about working less. It is about redirecting human attention from data entry to higher-value activities: serving customers, solving problems, and growing the business.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- Angle: convert automation from a software feature into a "get your team back" message
|
||||||
|
- Audience: operations managers, business owners, team leads, IT admins
|
||||||
|
- Pain points: repetitive data entry, manual follow-ups, copying data between apps, constant reminders
|
||||||
|
- Outcomes: fewer mistakes from manual processes, faster turnaround, freed-up bandwidth for higher-value work
|
||||||
|
- Vertical spins: accounting automation for finance teams, approval workflows for enterprise, marketing automation sequences, service ticket automation
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Project
|
||||||
|
|
||||||
|
Workload views and capacity planning highlight overloaded team members before their queues cause project delays.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Project delays rarely announce themselves early. They accumulate quietly until the deadline is tomorrow and the work isn't done. The overloaded team member who caused the delay saw the problem coming but had no way to surface it until it was too late. By the time the delay is visible to management, the opportunity for early intervention has passed. The project slips, stakeholders get surprised, and the scramble begins.
|
||||||
|
|
||||||
|
This module makes bottlenecks visible before they cause problems. Workload views show who's carrying how much work at any moment—not gut feel, but actual queue depth. Capacity planning predicts overload before it happens based on upcoming commitments. When someone's queue is about to overflow, managers get the early warning they need to redistribute work or adjust timelines. The result is delays prevented, not just detected.
|
||||||
|
|
||||||
|
For copywriters: Focus on the delay cascade—how one overloaded person creates cascading delays across the whole project. Position early warning visibility as the mechanism that prevents this chain reaction. The audience should recognize the moment when a small problem became an avoidable disaster.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** See overload before it causes delays—early warning that prevents the cascade from bottleneck to disaster
|
||||||
|
- **Audience:** Project managers, team leads, department heads, operations directors
|
||||||
|
- **Pain points:** Hidden overload, delayed projects, stakeholder surprises, reactive redistributing, deadline pressure
|
||||||
|
- **Outcomes:** Earlier overload detection, proactive redistribution, fewer delays, stakeholder alignment, controlled timelines
|
||||||
|
- **Vertical spins:** Software development (sprint bottlenecks), creative agencies (resource conflicts), professional services (engagement planning), construction (trade coordination)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Sales
|
||||||
|
|
||||||
|
Structured pricelist management keeps all your pricing rules in one place so your sales team always quotes correctly.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Pricing confusion erodes margins before anyone notices. Customers receive quotes based on outdated prices, or sales reps quote the wrong tier, or discounts get applied incorrectly because nobody knew the rules. Each error either costs money through underpricing or creates awkward corrections that damage trust. The problem isn't that the rules are complicated—it's that the rules live in people's heads or scattered documents instead of in a system that enforces them.
|
||||||
|
|
||||||
|
This module puts pricing rules where they belong. Structured pricelist management stores all pricing rules in one organized place. Sales reps access the right prices automatically without calculating or looking up exceptions. Consistent, correct pricing protects margins and builds customer trust. The result is a sales team that always quotes correctly because the system knows the rules.
|
||||||
|
|
||||||
|
For copywriters: Focus on the rule-scattered problem—how pricing complexity becomes errors when rules live in heads instead of systems. Position organized management as the mechanism that enforces pricing consistency. The audience should recognize their own pricing errors and the margin they cost.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Enforce pricing consistency—rules that live in the system, not in people's heads
|
||||||
|
- **Audience:** Sales managers, operations directors, pricing managers, business owners
|
||||||
|
- **Pain points:** Pricing errors, rule confusion, margin erosion, inconsistent quotes, correction overhead
|
||||||
|
- **Outcomes:** Correct pricing, margin protection, sales efficiency, customer trust, reduced corrections
|
||||||
|
- **Vertical spins:** Wholesale (complex pricing), manufacturing (quantity breaks), B2B (tiered pricing), distribution (customer-specific rates)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Maintenance
|
||||||
|
|
||||||
|
Preventive maintenance plans tied to usage counters or time intervals reduce unexpected failures and extend equipment life.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Equipment failures carry costs that multiply beyond the repair itself. The machine goes down, production stops, orders get delayed, customers get notified, emergency repairs get scheduled at premium prices, and staff scramble to cover. These cascading costs often dwarf the repair bill by orders of magnitude. Yet most maintenance is still reactive—addressed after failures occur instead of prevented before they happen. The expense of prevention seems high until measured against the cost of failure.
|
||||||
|
|
||||||
|
This module makes prevention the default. Preventive maintenance plans schedule service based on usage counters or calendar intervals, whichever makes sense for each asset. Equipment receives attention before failures occur, not after. The result is equipment that runs reliably because it's maintained proactively, not equipment that runs until it doesn't.
|
||||||
|
|
||||||
|
For copywriters: Focus on the cascade cost—how one failure multiplies into production delays, customer impacts, emergency repairs, and staff chaos. Position preventive scheduling as the mechanism that prevents this cascade. The audience should recognize their own breakdown costs and how much prevention could have saved.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Prevent the breakdown cascade—scheduled maintenance that stops failure before it starts multiplying costs
|
||||||
|
- **Audience:** Operations managers, facility managers, plant managers, fleet managers
|
||||||
|
- **Pain points:** Unexpected failures, production delays, emergency repair costs, cascading impacts, equipment downtime
|
||||||
|
- **Outcomes:** Fewer failures, extended equipment life, controlled maintenance costs, reduced downtime, reliable operations
|
||||||
|
- **Vertical spins:** Manufacturing (production equipment), fleet (vehicle maintenance), facilities (HVAC, elevators), healthcare (medical devices)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Project
|
||||||
|
|
||||||
|
Shared task boards and project transparency mean everyone sees what is already in progress before starting something new.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Duplicate work wastes resources that most businesses don't track. Someone starts building something that another team already completed. Research gets repeated because nobody knew it had been done. Deliverables get created in parallel by teams that weren't aware of each other. The waste exists—hours consumed on work that already exists—but it never shows up in reports because nobody measures it. Duplicate work is the invisible inefficiency that hides in plain sight.
|
||||||
|
|
||||||
|
This module makes duplication visible before it happens. Shared task boards show what's in progress across the organization. Project transparency surfaces work that might overlap before it gets started. Teams can coordinate before wasting effort, not after. The result is organizations that avoid the duplication their siloed structures would otherwise create.
|
||||||
|
|
||||||
|
For copywriters: Focus on the invisibility problem—how duplicate work wastes resources without ever appearing in efficiency metrics. Position visibility as the mechanism that prevents waste before it happens. The audience should recognize their own stories of duplicated work that seemed to happen constantly.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** See overlap before it becomes waste—transparency that prevents duplication instead of measuring it after
|
||||||
|
- **Audience:** Operations directors, project managers, team leads, managers of multi-team organizations
|
||||||
|
- **Pain points:** Duplicate work, wasted research, parallel deliverables, siloed teams, invisible inefficiency
|
||||||
|
- **Outcomes:** Reduced duplication, visible in-progress work, coordination before waste, efficient resource use, organizational transparency
|
||||||
|
- **Vertical spins:** Research teams, product development, creative agencies, distributed organizations
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Discuss
|
||||||
|
|
||||||
|
All messages, attachments, and notes are stored against their related records permanently so nothing is ever accidentally deleted.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Business information has a way of disappearing at the worst moments. The email thread that explained the deal terms gets archived. The document shared in chat gets deleted when the project folder gets cleaned up. The context that would have prevented a misunderstanding lives in someone's personal inbox. Information loss creates operational risk: legal disputes without evidence, customer conflicts without documentation, institutional knowledge that walks away when employees leave.
|
||||||
|
|
||||||
|
This module makes information loss a thing of the past. Every message, attachment, and note gets stored against its related record in the system—linked to the project, customer, or context it belongs to. This isn't a backup; it's organized permanence. The information that matters gets preserved where it belongs, not buried in personal inboxes or ephemeral chat threads. The result is a business with institutional memory that doesn't depend on individual humans.
|
||||||
|
|
||||||
|
For copywriters: Focus on the moment when lost information becomes critical—the meeting where context is missing, the dispute without documentation, the employee departure that takes knowledge with them. Position permanent storage as the solution to an invisible problem. The audience should feel the risk they currently face.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Protect the information that protects your business—institutional memory that doesn't depend on individuals
|
||||||
|
- **Audience:** Operations directors, legal/compliance teams, business owners concerned with documentation and continuity
|
||||||
|
- **Pain points:** Lost context, missing documentation, knowledge walking out the door with employees, information scattered across personal inboxes
|
||||||
|
- **Outcomes:** Complete institutional records, dispute-ready documentation, searchable history, continuity across team changes
|
||||||
|
- **Vertical spins:** Legal (case file documentation), healthcare (patient communication records), financial services (client correspondence), manufacturing (supplier negotiations)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Discuss
|
||||||
|
|
||||||
|
Contextual messaging attached to records means conversations always happen in context, eliminating misunderstandings from missing information.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Miscommunication rarely comes from bad intentions—it comes from missing context. The message that seemed clear to the sender arrives without information the receiver needed. Decisions get made based on incomplete information because nobody knew what context was relevant. The conversation that should have happened didn't because it was scattered across channels that nobody connected. These gaps create conflicts, rework, and frustration that feel personal but are actually systemic.
|
||||||
|
|
||||||
|
This module keeps context attached to conversation. Messages attach to the records they concern—tasks, orders, projects—not to separate channels where context gets lost. Anyone joining a conversation can see the full history. Anyone sending a message sees the context their receiver needs. The result is communication that happens in context, not communication that happens in silos.
|
||||||
|
|
||||||
|
For copywriters: Focus on the context gap—the miscommunication that comes from conversations without the information both parties needed. Position contextual messaging as the mechanism that closes this gap. The audience should recognize their own miscommunication stories and how missing context created the problem.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Eliminate miscommunication at its source—contextual messaging that keeps conversations attached to the information they need
|
||||||
|
- **Audience:** Team leads, project managers, operations directors, cross-functional teams
|
||||||
|
- **Pain points:** Misunderstanding from missing context, scattered conversations, decision gaps, rework from miscommunication
|
||||||
|
- **Outcomes:** Reduced miscommunication, complete context, clearer decisions, attached conversations, systemic improvement
|
||||||
|
- **Vertical spins:** Software teams (feature discussions), creative agencies (creative reviews), professional services (client communication), manufacturing (production coordination)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** CRM
|
||||||
|
|
||||||
|
Automated lead follow-up reminders and pipeline stage nudges ensure every promising opportunity receives attention before it goes cold.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
The graveyard of lost deals is filled with leads that showed promise but never got followed up. A prospect downloads a whitepaper and expresses interest. The rep gets busy and plans to call back next week. Three weeks later, the lead has moved on. This isn't about incompetent salespeople—it's about a system that lets important actions fall through the cracks. Every missed follow-up is an opportunity cost: the time invested in attracting that lead, wasted.
|
||||||
|
|
||||||
|
This module automates the discipline that prevents missed opportunities. Automated lead follow-up reminders ensure no prospect waits too long for a response, regardless of how busy the team is. Pipeline stage nudges prompt reps when deals have stalled, surfacing attention needed before opportunities die. The result is consistent follow-up discipline that doesn't depend on individual memory or motivation.
|
||||||
|
|
||||||
|
For copywriters: Focus on the invisible cost of missed follow-ups—not just the lost deal, but the marketing spend, the effort, the potential that walked away. Position automation as the safety net that prevents this waste. The audience should feel the opportunity cost of their current follow-up gaps.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Never let a promising lead go cold—automate the follow-up discipline that closes more deals
|
||||||
|
- **Audience:** Sales managers, business development leads, founders running their own sales
|
||||||
|
- **Pain points:** Missed follow-ups, leads that go cold, inconsistent sales process, overloaded reps
|
||||||
|
- **Outcomes:** Faster lead response, higher conversion rates, consistent sales process, reduced opportunity cost
|
||||||
|
- **Vertical spins:** SaaS (demo requests), real estate (inquiry follow-up), B2B (complex sales cycles), automotive (service department leads)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Project
|
||||||
|
|
||||||
|
Capacity planning and workload balancing spread tasks evenly across your team so no one burns out from an unsustainable workload.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Burnout doesn't appear overnight. It builds gradually as workload accumulates faster than capacity grows. One team member takes on more because they're reliable. Others fall behind because they won't ask for help. Managers don't see the overload until someone quits or breaks down. By then, the damage to morale and retention is already done. The problem isn't that managers don't care—it's that they can't see workload distribution clearly enough to act in time.
|
||||||
|
|
||||||
|
This module gives managers the visibility to prevent overload. Capacity planning shows how much work each person can realistically handle, accounting for time off and existing commitments. Workload balancing distributes tasks across the team to keep no one overloaded while others sit idle. The result is a team that can sustain their pace indefinitely because managers catch imbalances before they become crises.
|
||||||
|
|
||||||
|
For copywriters: Focus on the manager's blind spot—the good manager who cares but can't see workload distribution clearly. Position visibility as the prerequisite to fairness. The audience wants to be fair to their team; this gives them the data to do so.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** See workload distribution before burnout happens—fairness requires visibility
|
||||||
|
- **Audience:** Team leads, managers, project managers, department heads worried about burnout and retention
|
||||||
|
- **Pain points:** Invisible overload, inability to see workload distribution, burnout-driven turnover, uneven task distribution
|
||||||
|
- **Outcomes:** Sustainable workloads, reduced burnout, better retention, fair task distribution, earlier intervention
|
||||||
|
- **Vertical spins:** Consulting (billable hour management), software development (sprint planning), professional services (client project balancing)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Inventory
|
||||||
|
|
||||||
|
Real-time stock movements and automated reorder points mean you always know exactly what you have and what you need.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Inventory surprises damage businesses in opposite directions. Stockouts lose sales when customers want products you don't have. Overstocks tie up cash in inventory that sits unsold. Both problems come from the same root: inventory decisions made without accurate, current information. Businesses that react to inventory problems rather than prevent them absorb the cost through lost sales, excess carrying costs, and emergency orders that cost more than planned purchases.
|
||||||
|
|
||||||
|
This module eliminates inventory surprises through visibility and automation. Real-time stock movements track inventory as it changes—not at the end of the day, but continuously. Automated reorder points trigger purchasing when stock drops to levels that need replenishment, before shortages appear. The result is inventory that runs predictably: stock arrives when needed, shelves stay stocked, and emergency orders become rare.
|
||||||
|
|
||||||
|
For copywriters: Focus on the dual risk—stockouts and overstocks that come from inventory visibility gaps. Position real-time tracking and automation as the mechanism that prevents both. The audience should recognize their own inventory surprises and the costs they've absorbed from reactive inventory management.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Prevent inventory surprises from both directions—real-time visibility that keeps stock levels where they should be
|
||||||
|
- **Audience:** Inventory managers, operations directors, warehouse managers, e-commerce operators
|
||||||
|
- **Pain points:** Stockouts, overstocks, emergency ordering, carrying cost waste, inventory visibility gaps
|
||||||
|
- **Outcomes:** Optimal stock levels, reduced stockouts, controlled carrying costs, proactive purchasing, inventory predictability
|
||||||
|
- **Vertical spins:** Distribution (multi-location stock), e-commerce (SKU management), manufacturing (component stock), retail (seasonal planning)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Accounting
|
||||||
|
|
||||||
|
Budget variance reports and time-cost analysis pinpoint where resources are being consumed without delivering value.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Every business loses money to inefficiency, but few know exactly where. Resources get consumed across dozens of activities, projects, and departments—some delivering strong returns, others draining value quietly. Without visibility into the real cost of each activity, leaders can't distinguish between investment and waste. The budget gets spent, but whether it created value remains unclear until the financials reveal the problem too late.
|
||||||
|
|
||||||
|
This module brings accountability to resource allocation. Budget variance reports compare planned spending against actual consumption, flagging the line items that diverged from expectations. Time-cost analysis ties hours worked to outcomes achieved, revealing which activities generate value and which simply consume it. The result is a business that knows where every dollar and hour goes—and whether that spending makes sense.
|
||||||
|
|
||||||
|
For copywriters: Focus on the frustration of unclear ROI—spending budget on activities that may or may not be worth it. Position financial visibility as the prerequisite for smart resource decisions. The audience wants to stop guessing where their money goes and start knowing.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Know where your money actually goes—turn budget into a decision-making tool, not just a spending record
|
||||||
|
- **Audience:** CFOs, controllers, business owners, operations directors managing budgets
|
||||||
|
- **Pain points:** Unknown inefficiencies, unclear ROI on activities, budget overruns without explanation, resource allocation based on guesswork
|
||||||
|
- **Outcomes:** Clear visibility into cost drivers, data-driven resource decisions, reduced waste, better budget accuracy
|
||||||
|
- **Vertical spins:** Professional services (billable vs. non-billable analysis), manufacturing (production cost tracking), agencies (project profitability)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Sales
|
||||||
|
|
||||||
|
Promotional pricelist rules and discount codes let you launch time-limited holiday offers that drive a spike in revenue.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Holiday seasons represent concentrated revenue opportunity that many businesses undersell. The demand exists—customers are actively buying—but capturing it requires offers that stand out. Businesses that rely on manual pricing adjustments miss the timing window entirely. By the time discounts are calculated, entered, and verified, the moment has passed. The competitor who moved faster captures the demand that might have been yours.
|
||||||
|
|
||||||
|
This module enables rapid promotional execution. Promotional pricelist rules configure offers in advance, ready to activate the moment timing demands. Discount codes make offers instantly available without system-wide pricing changes. Time-limited campaigns launch without manual intervention. The result is promotions that catch the moment—revenue spikes that competitors miss because they were still calculating discounts.
|
||||||
|
|
||||||
|
For copywriters: Focus on the timing opportunity—the holiday demand window that favors businesses who can move quickly. Position speed as the competitive advantage in seasonal selling. The audience should recognize the promotions they've missed because execution was too slow.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Capture seasonal demand with speed—promotional tools that let you move when competitors are still planning
|
||||||
|
- **Audience:** Sales managers, marketing managers, retail operators, e-commerce operators
|
||||||
|
- **Pain points:** Missed timing windows, slow promotional execution, manual pricing changes, competitor speed disadvantage
|
||||||
|
- **Outcomes:** Faster promotion launch, seasonal revenue capture, competitive advantage, revenue spikes, timing flexibility
|
||||||
|
- **Vertical spins:** Retail (holiday sales), e-commerce (flash sales), hospitality (seasonal pricing), events (early-bird offers)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** eLearning
|
||||||
|
|
||||||
|
Social learning features, leaderboards, and course ratings encourage employees to engage with training as a daily habit.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Training programs often become compliance exercises rather than growth engines. Employees complete required modules because they have to, not because they want to. The investment in learning produces minimal capability development because engagement is mandatory and consequently low. The business ends up with completed training records but unchanged performance. Learning that could differentiate the workforce becomes another checkbox on the compliance list.
|
||||||
|
|
||||||
|
This module transforms training from obligation to habit. Social learning features create community around development, making learning a shared experience rather than a solitary chore. Leaderboards introduce friendly competition that motivates engagement. Course ratings surface the content that actually helps, not just the content that satisfies compliance requirements. The result is employees who engage with learning because it provides value, not just because they have to.
|
||||||
|
|
||||||
|
For copywriters: Focus on the engagement gap—the investment in training producing compliance completion rather than capability development. Position social features as the mechanism that transforms obligation into engagement. The audience should recognize their own training programs that completed without developing.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Transform training from compliance checkbox to growth engine—social learning that makes development engaging
|
||||||
|
- **Audience:** L&D leaders, HR managers, team leads, business owners investing in development
|
||||||
|
- **Pain points:** Low training engagement, compliance-focused programs, minimal capability development, completed-but-not-learned content
|
||||||
|
- **Outcomes:** Engaged learning, capability development, community around development, content quality through ratings, cultural growth
|
||||||
|
- **Vertical spins:** Technology (technical skills), healthcare (clinical development), customer service (product knowledge), management (leadership development)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Quality
|
||||||
|
|
||||||
|
Quality control checklists and process enforcement reduce variability so customers receive a consistently reliable product and service.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Reliability comes from consistency, and consistency comes from control. Customers don't just want good products—they want products that meet expectations reliably. A business that delivers excellent quality most of the time but variable quality some of the time creates uncertainty. That uncertainty erodes trust faster than consistent, moderate quality builds it. Reliability is a reputation asset, but it's built through control systems, not through hoping for excellence every time.
|
||||||
|
|
||||||
|
This module builds reliability through control. Quality control checklists ensure every product or service meets standards before it reaches the customer. Process enforcement makes consistent execution the default, not the exception. Variability gets squeezed out systematically, not sporadically. The result is a business whose quality customers can count on, not a business whose quality varies unpredictably.
|
||||||
|
|
||||||
|
For copywriters: Focus on the consistency-equity relationship—the trust premium that comes from reliable delivery versus the trust damage from variable quality. Position control systems as the mechanism that builds reliability. The audience should recognize how variability is eroding their reputation even if average quality is good.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Build a reputation for reliability—control systems that make consistent delivery the default, not the exception
|
||||||
|
- **Audience:** Quality managers, operations directors, business owners, supply chain managers
|
||||||
|
- **Pain points:** Quality variability, reputation damage from inconsistency, customer uncertainty, variable delivery
|
||||||
|
- **Outcomes:** Consistent quality, reliable reputation, controlled variability, customer trust, reduced quality failures
|
||||||
|
- **Vertical spins:** Manufacturing (production consistency), food service (service consistency), professional services (deliverable standards), logistics (delivery reliability)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Maintenance
|
||||||
|
|
||||||
|
Equipment maintenance plans and contingency workflows keep your operations running even when individual assets fail.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Business resilience isn't about avoiding failure—it's about surviving it. Every business experiences equipment failures, supply chain disruptions, and unexpected challenges. The businesses that weather these storms aren't the ones that never face disruption—they're the ones that have plans for when disruption hits. Without contingency systems, a single failure becomes a cascade that shuts down operations. With them, operations continue while issues get resolved.
|
||||||
|
|
||||||
|
This module builds operational resilience. Equipment maintenance plans prevent failures before they occur. Contingency workflows define what happens when failures occur anyway—alternative processes, backup procedures, response protocols. Operations continue because the system includes responses to disruption. The result is a business that handles shocks without collapsing under them.
|
||||||
|
|
||||||
|
For copywriters: Focus on the resilience paradox—the businesses that survive disruptions aren't the ones that never face them, but the ones that planned for them. Position contingency planning as the mechanism that turns failures into manageable events. The audience should recognize how their own businesses would fare during a significant operational disruption.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Build operations that survive disruption—contingency plans that turn failures into manageable events
|
||||||
|
- **Audience:** Operations managers, facility managers, operations directors, business owners
|
||||||
|
- **Pain points:** Operational vulnerability, single points of failure, cascade disruptions, no contingency plans, business continuity risk
|
||||||
|
- **Outcomes:** Operational resilience, continued operations, contingency protocols, failure recovery, business continuity
|
||||||
|
- **Vertical spins:** Manufacturing (production resilience), distribution (supply chain), facilities (building systems), healthcare (service continuity)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Accounting
|
||||||
|
|
||||||
|
Robust bookkeeping, audit trails, and financial controls give your business the structured financial foundation it needs to grow.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Growing businesses need a financial foundation that can support more complex operations. What worked at $500K breaks down at $5M. Transactions multiply, bank connections grow complicated, tax situations become intricate, and investors or lenders start demanding clean financials. Businesses without a solid foundation face costly accounting chaos: failed audits, missed tax deadlines, investor due diligence that uncovers red flags. The cost of weak foundations becomes visible exactly when you can least afford it.
|
||||||
|
|
||||||
|
This module builds that financial foundation properly. Robust bookkeeping ensures every transaction gets recorded correctly, creating the reliable data that good decisions require. Audit trails document the history of every change, providing accountability and compliance evidence. Financial controls prevent errors and fraud before they create problems. The result is a financial infrastructure that grows with the business and impresses the auditors, lenders, and investors who examine it.
|
||||||
|
|
||||||
|
For copywriters: Target growth-stage businesses—the moment when weak financials become a limiting factor. Position proper bookkeeping as the foundation that unlocks the next level, not just compliance overhead. The audience should feel the risk of weak foundations and the opportunity of solid ones.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Build the financial foundation that growing businesses need—the infrastructure that unlocks the next level
|
||||||
|
- **Audience:** Growing SMBs, pre-Series startups, businesses seeking financing, founders preparing for scale
|
||||||
|
- **Pain points:** Messy books, audit risk, investor due diligence failures, tax complications, compliance gaps
|
||||||
|
- **Outcomes:** Clean financials, audit-ready documentation, lender/investor confidence, scalable accounting infrastructure
|
||||||
|
- **Vertical spins:** Startups (investor readiness), franchises (franchisee financial health), manufacturing (cost accounting complexity)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Accounting
|
||||||
|
|
||||||
|
A fully integrated accounting and operations platform provides the financial and process infrastructure every growing business needs.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Growing businesses hit a inflection point where spreadsheets and disconnected tools stop working. The finance team is in one system, operations in another, and nobody has a real-time picture of what's actually happening. Critical decisions get made on outdated information or gut feel because the data lives in too many places to trust. This is the moment businesses either scale properly or start accumulating operational debt that becomes impossible to pay back.
|
||||||
|
|
||||||
|
This module positions Odoo as the infrastructure layer that growing businesses need. Integrated accounting and operations mean every transaction, every process, every outcome flows through one system. Finance sees what's happening in operations; operations understands the financial impact of their decisions. The result is a business that can scale without collapsing under its own complexity.
|
||||||
|
|
||||||
|
For copywriters: Target the growing business segment specifically—companies that have outgrown their tools but aren't yet enterprise-scale. They need credible infrastructure, not flashy features. Emphasize reliability and integration over feature count.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** The foundation that grows with you—integrated infrastructure vs. tool sprawl
|
||||||
|
- **Audience:** Growing SMBs, CFOs, controllers, operations directors at scaling companies
|
||||||
|
- **Pain points:** Disconnected systems, data inconsistency, manual reconciliation, decision-making without real-time data
|
||||||
|
- **Outcomes:** Single source of truth, accurate financials, scalable processes, better decision-making
|
||||||
|
- **Vertical spins:** Distribution (inventory + accounting), professional services (project billing + P&L), manufacturing (production costs + financial reporting)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Email Marketing
|
||||||
|
|
||||||
|
Segmented mailing lists let you group contacts by interest or behaviour so every campaign reaches the right audience.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Email marketing fails when it treats everyone the same. The customer who just made a purchase receives the same "we miss you" message as the prospect who's never engaged. The industry newsletter goes to customers who've outgrown that content. This mismatch wastes sends, trains recipients to ignore messages, and damages deliverability when engagement drops. Effective email marketing segments the audience so each message reaches the people it's relevant to.
|
||||||
|
|
||||||
|
This module makes segmentation actionable. Contacts grouped by interest or behavior receive campaigns that match their situation. Customers who've purchased see follow-up content; prospects see introductory offers. The right message reaches the right audience automatically. The result is email marketing that performs better because every send is relevant, not random.
|
||||||
|
|
||||||
|
For copywriters: Focus on the relevance-performance link—how targeted sends outperform broadcast, and how segmentation enables targeting. Position list management as the foundation for effective campaigns. The audience should feel the contrast between their current broadcast approach and the precision segmentation enables.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Target every send—segmentation that makes every campaign relevant to its recipients
|
||||||
|
- **Audience:** Email marketers, marketing managers, e-commerce operators, B2B marketers
|
||||||
|
- **Pain points:** Generic broadcasts, low engagement, audience mismatch, campaign relevance gaps, deliverability damage
|
||||||
|
- **Outcomes:** Targeted campaigns, higher engagement, better deliverability, audience precision, campaign effectiveness
|
||||||
|
- **Vertical spins:** E-commerce (purchase history segments), SaaS (user lifecycle segments), B2B (industry segments), retail (loyalty segments)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Project
|
||||||
|
|
||||||
|
Recurring tasks, daily checklists, and activity tracking build the consistent habits that turn good intentions into reliable execution.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Every business owner has experienced the gap between what they intend to do and what actually gets done. The intention is there—follow up with leads, complete weekly reviews, run monthly reports—but without a system to drive execution, intentions stay intentions. Good habits don't form by wishing for them. They form when the environment makes them automatic and accountability is built in.
|
||||||
|
|
||||||
|
This module creates the infrastructure for business habits. Recurring tasks ensure important actions happen regularly, not just when someone remembers. Daily checklists give individuals a concrete starting point for consistent execution. Activity tracking provides accountability—people see what's been done and what hasn't. Together, these features transform good intentions into reliable business processes.
|
||||||
|
|
||||||
|
For copywriters: Focus on the intention-execution gap. Most readers have experienced the frustration of plans that never happened. Position these tools as the bridge between what businesses want to do and what they actually do.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Close the gap between good intentions and consistent execution
|
||||||
|
- **Audience:** Business owners frustrated by dropped balls, operations leads enforcing discipline, team managers building accountability
|
||||||
|
- **Pain points:** Important tasks that never get done, inconsistent follow-through, no visibility into recurring work, broken processes
|
||||||
|
- **Outcomes:** Reliable recurring execution, built-in accountability, fewer dropped balls, consistent processes across the team
|
||||||
|
- **Vertical spins:** Sales teams (follow-up habits), compliance businesses (audit-ready processes), service businesses (recurring client tasks)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Project
|
||||||
|
|
||||||
|
Process documentation through task templates and standard operating procedures ensures every team follows best practices consistently.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Best practices that live in training sessions or shared documents don't survive contact with daily work. People fall back on their habits. New team members don't know the procedures. Over time, the processes designed for consistency erode into inconsistencies that nobody intended. The best practice that was supposed to standardize work becomes another document that nobody reads, followed inconsistently by everyone. Consistency requires more than documentation—it requires embedding practices into the work itself.
|
||||||
|
|
||||||
|
This module embeds practices into work. Task templates make following procedures part of completing tasks, not a separate activity. Standard operating procedures connect to the work in ways that guide execution. Teams follow best practices because the system makes it easy, not because they remembered to read a document. The result is consistent execution that lasts, not consistency that fades over time.
|
||||||
|
|
||||||
|
For copywriters: Focus on the documentation-practice gap—the best practices that exist on paper but not in execution. Position task integration as the mechanism that closes this gap. The audience should recognize their own procedures that exist in documents but not in daily work.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Make best practices stick—task integration that embeds procedures into work, not just documents
|
||||||
|
- **Audience:** Operations directors, process managers, team leads, quality managers
|
||||||
|
- **Pain points:** Procedures not followed, inconsistent execution, new employee gaps, documentation ignored, practice erosion
|
||||||
|
- **Outcomes:** Consistent practices, task-integrated SOPs, reduced variation, faster onboarding, lasting standardization
|
||||||
|
- **Vertical spins:** Healthcare (clinical protocols), food service (quality standards), manufacturing (quality control), financial services (compliance procedures)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** CRM
|
||||||
|
|
||||||
|
A complete interaction history and scheduled touch-point reminders help you nurture every customer relationship over the long term.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Long-term customer relationships don't happen by accident—they happen by design. Customers who feel remembered stay loyal. Customers who feel forgotten find vendors who remember them. The difference is often simply whether someone stayed in touch. But relationship nurturing at scale is impossible without systems. The business with a hundred customers might manage personally; the business with a thousand cannot. Without systematic nurturing, relationships decay silently until customers leave without warning.
|
||||||
|
|
||||||
|
This module makes systematic nurturing scalable. Complete interaction history ensures every customer touchpoint is remembered, so conversations never start from zero. Scheduled reminders surface relationship touchpoints before they become urgent. Nurturing happens consistently because the system handles the discipline, not individual memory. The result is relationships that stay strong because they're maintained, not relationships that decay because they're forgotten.
|
||||||
|
|
||||||
|
For copywriters: Focus on the relationship decay narrative—how customers drift away not through dissatisfaction but through neglect. Position systematic nurturing as the mechanism that maintains relationships at scale. The audience should recognize their own customer relationships that have decayed from lack of attention.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Maintain relationships systematically—nurturing at scale that prevents the silent decay of customer loyalty
|
||||||
|
- **Audience:** CRM managers, customer success leads, account managers, business owners focused on retention
|
||||||
|
- **Pain points:** Relationship decay, customer neglect, lost loyalty, scaling relationship management, silent churn
|
||||||
|
- **Outcomes:** Maintained relationships, systematic nurturing, customer retention, relationship visibility, loyalty preservation
|
||||||
|
- **Vertical spins:** B2B (account management), SaaS (customer success), professional services (client relationships), financial services (client relationships)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Email Marketing
|
||||||
|
|
||||||
|
Recurring newsletters and drip campaigns keep your brand top of mind and strengthen customer loyalty over time.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Brand relationships, like personal ones, require maintenance. Businesses that communicate regularly with their customers build connection over time. Customers who feel connected to a brand choose it more readily, tolerate occasional mistakes more gracefully, and recommend it more often. But consistent communication requires consistent effort—effort that gets squeezed out when more urgent priorities demand attention. Without a system, regular communication becomes sporadic, and the relationship weakens silently.
|
||||||
|
|
||||||
|
This module automates the relationship maintenance that builds brand loyalty. Recurring newsletters keep customers informed and connected through regular touchpoints. Drip campaigns guide prospects and customers through sequences that build familiarity and trust. Both run automatically, maintaining the relationship without consuming marketing bandwidth. The result is brand relationships that strengthen over time, not drift that weakens them.
|
||||||
|
|
||||||
|
For copywriters: Focus on the relationship maintenance narrative—how consistent communication builds loyalty while sporadic contact loses it. Position automated sequences as the mechanism for systematic relationship building. The audience should recognize the relationship drift they're experiencing from inconsistent outreach.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Build brand relationships systematically—automated communication that maintains connection over time
|
||||||
|
- **Audience:** Marketing managers, brand managers, e-commerce operators, B2B marketers
|
||||||
|
- **Pain points:** Sporadic communication, relationship drift, inconsistent outreach, marketing bandwidth limits, weak brand connection
|
||||||
|
- **Outcomes:** Consistent brand touchpoints, stronger relationships, brand preference building, reduced churn, advocacy development
|
||||||
|
- **Vertical spins:** B2B (nurture sequences), e-commerce (brand loyalty), professional services (thought leadership), nonprofits (donor engagement)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** CRM
|
||||||
|
|
||||||
|
A 360-degree customer view with interaction history, open opportunities, and support tickets helps you nurture every relationship.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Customers who feel known stay loyal. They return to vendors who remember previous conversations, understand their history, and provide context that avoids repeating information unnecessarily. This feeling of being known requires visibility—not just knowing the customer exists, but understanding their complete relationship with the business. Without this visibility, even well-intentioned teams provide experiences that feel generic because they are.
|
||||||
|
|
||||||
|
This module creates the visibility that makes customers feel known. A 360-degree view surfaces the complete history with every customer—interactions, opportunities, support issues. Every touchpoint connects to context that informs the next one. Teams engage with customers as people with history, not as transactions in a pipeline. The result is relationships that feel personal because the business actually knows them.
|
||||||
|
|
||||||
|
For copywriters: Focus on the feeling-of-being-known—that customer experience of being recognized and remembered. Position complete visibility as the mechanism that creates this feeling at scale. The audience should recognize their own frustration with vendors who don't remember them and the contrast with vendors who do.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Make every customer feel known—360-degree visibility that creates personal relationship experiences at scale
|
||||||
|
- **Audience:** Customer success managers, account managers, sales reps, service teams
|
||||||
|
- **Pain points:** Generic customer experience, lost context, repeated information requests, impersonal service, customer frustration
|
||||||
|
- **Outcomes:** Known customers, personal experiences, complete context, reduced customer friction, relationship depth
|
||||||
|
- **Vertical spins:** B2B (account management), SaaS (customer success), hospitality (guest recognition), financial services (client relationships)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Employees
|
||||||
|
|
||||||
|
Centralise all employee records, contracts, and org-chart data in one place so growing your headcount stays organised.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Growing headcount creates information chaos without centralization. New employees generate new records, new contracts, new credentials, new roles. Without a system that consolidates this information, it scatters across folders, emails, and personal files. HR processes designed for ten people break at fifty. The organization that was organized with a small team becomes disorganized as it grows, losing the coordination advantages it had.
|
||||||
|
|
||||||
|
This module centralizes employee information as headcount grows. All records, contracts, and organizational data live in one searchable place. HR processes scale with the organization, not collapse under it. The result is organizations that stay organized as they grow, maintaining the coordination advantages that small teams had naturally.
|
||||||
|
|
||||||
|
For copywriters: Focus on the growth-disorganization trap—the organizations that were functional at small scale but chaotic at larger scale. Position centralization as the mechanism that preserves coordination through growth. The audience should recognize their own organizational chaos that followed growth.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Scale organization without scaling chaos—centralized employee data that grows with your headcount
|
||||||
|
- **Audience:** HR directors, operations directors, business owners scaling teams, HR managers
|
||||||
|
- **Pain points:** Scattered employee records, HR process breakdown, growth disorganization, information chaos, onboarding struggles
|
||||||
|
- **Outcomes:** Centralized records, scalable HR, organized growth, efficient onboarding, maintained coordination
|
||||||
|
- **Vertical spins:** Startups (hiring scale), franchises (location staffing), enterprises (global teams), agencies (project staffing)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Automation
|
||||||
|
|
||||||
|
Modular automation rules and configurable workflows create infrastructure that handles ten times the volume without ten times the effort.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Scaling effort is the growth trap for successful businesses. More customers require more work. More work requires more people. More people require more management. This proportional scaling creates organizational complexity that eventually undermines the efficiency that made the business successful. The business that could serve a hundred customers brilliantly can barely function serving a thousand. The problem isn't growth—it's that processes weren't designed to scale.
|
||||||
|
|
||||||
|
This module builds infrastructure that scales geometrically, not linearly. Modular automation rules handle increased volume without increased effort. Configurable workflows adapt to new situations without redesigning from scratch. The result is automation infrastructure that grows with demand, not automation that requires constant rebuilding to keep up.
|
||||||
|
|
||||||
|
For copywriters: Focus on the geometric trap—how linearly scaling effort eventually overwhelms any organization. Position modular design as the mechanism that breaks this trap. The audience should recognize their own scaling struggles and the effort required to handle growth.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Scale infrastructure, not effort—modular automation that grows with demand without proportional overhead
|
||||||
|
- **Audience:** Operations directors, automation leads, technical leaders, scaling businesses
|
||||||
|
- **Pain points:** Effort scaling with volume, constant rebuilds, automation maintenance overhead, scaling complexity, growth limits
|
||||||
|
- **Outcomes:** Scalable automation, reduced scaling effort, modular flexibility, growth without rebuilds, geometric scaling
|
||||||
|
- **Vertical spins:** E-commerce (order volume), SaaS (customer volume), manufacturing (production volume), services (client volume)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Quality
|
||||||
|
|
||||||
|
Documented quality processes and audit-ready records demonstrate reliability and professionalism to customers and regulators alike.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
In regulated industries and complex B2B relationships, professionalism is measured by your systems, not just your people. Customers and regulators want to see that you have documented processes, consistent execution, and records that prove quality happens. When that documentation lives in scattered spreadsheets and informal notes, audits become stressful scrambles to prove you know what you're doing. This perceived unreliability costs deals and creates compliance risk.
|
||||||
|
|
||||||
|
This module transforms quality management from a scramble into a standard feature. Documented quality processes make procedures explicit and repeatable—everyone follows the same steps because they're written down. Audit-ready records automate the documentation that compliance demands. The result is a business that doesn't just claim quality—it can prove it on demand.
|
||||||
|
|
||||||
|
For copywriters: Target regulated industries and B2B sales contexts where credibility matters. Position quality documentation as a competitive advantage, not just compliance overhead. The audience wants to win enterprise deals and pass audits without panic.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Prove your professionalism—turn quality from a claim into documented evidence
|
||||||
|
- **Audience:** Quality managers, compliance officers, operations directors in regulated or B2B-focused businesses
|
||||||
|
- **Pain points:** Audit stress, compliance risk, inability to demonstrate quality, inconsistent procedures
|
||||||
|
- **Outcomes:** Audit-ready documentation, repeatable quality processes, reduced compliance risk, enterprise-ready credibility
|
||||||
|
- **Vertical spins:** Medical device (FDA compliance), food safety (HACCP documentation), automotive (ISO certification), aerospace (traceability requirements)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Quality
|
||||||
|
|
||||||
|
Quality control checkpoints and non-conformance tracking demonstrate consistent standards to customers and partners.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Consistency is the foundation of professional reputation. Customers return not because of exceptional service once, but because they trust they'll get reliable service every time. Partners work with companies they can count on, not just ones who occasionally deliver. When quality varies unpredictably, trust erodes even if the average performance is high. The business that delivers consistently good work builds reputation; the one that delivers inconsistently damages it.
|
||||||
|
|
||||||
|
This module builds consistency into operations. Quality control checkpoints verify that work meets standards before it proceeds—not after the customer finds the problem. Non-conformance tracking identifies patterns in quality failures, revealing where processes need attention. The result is consistent quality that builds professional reputation over time, not a reputation that depends on individual excellence.
|
||||||
|
|
||||||
|
For copywriters: Focus on the consistency-equity relationship—the customer who trusts you once and keeps coming back versus the one who was burned by variation. Position systematic quality control as the mechanism that ensures every interaction meets standards. The audience should see their reputation as built one consistent delivery at a time.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Build reputation through consistency—professional quality that customers can count on every time
|
||||||
|
- **Audience:** Quality managers, operations directors, professional services firms, B2B suppliers
|
||||||
|
- **Pain points:** Inconsistent quality, reputation damage from variation, customer uncertainty, process failures, partner requirements
|
||||||
|
- **Outcomes:** Consistent quality, reliable reputation, partner trust, reduced quality failures, professional credibility
|
||||||
|
- **Vertical spins:** Manufacturing (production quality), food service (service consistency), professional services (deliverable standards), logistics (delivery reliability)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Recruitment
|
||||||
|
|
||||||
|
Integrated job boards, resume parsing, and interview scheduling shorten your hiring cycle so great candidates do not slip away.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Hiring speed and hiring quality feel like opposing forces. Rush the process and you risk hiring the wrong person. Take your time and the right candidate accepts elsewhere. Most hiring processes sacrifice speed for quality or quality for speed—neither choice serves the business well. The solution isn't choosing between speed and quality; it's eliminating the administrative friction that slows hiring without improving it.
|
||||||
|
|
||||||
|
This module removes friction from every stage of hiring. Integrated job boards distribute positions to multiple platforms from one place, reaching more candidates with less effort. Resume parsing extracts key information automatically, reducing the manual review overhead. Interview scheduling eliminates the back-and-forth that stretches timelines. The result is faster hiring that doesn't sacrifice quality—just removes the parts of the process that slow things down without adding value.
|
||||||
|
|
||||||
|
For copywriters: Focus on the false choice—speed versus quality isn't about choosing one over the other, it's about eliminating friction that serves neither. Position integrated tools as the mechanism that makes fast, quality hiring possible. The audience should feel their current process slowing them down without protecting quality.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Eliminate hiring friction—make hiring faster without making it worse
|
||||||
|
- **Audience:** HR managers, recruiters, founders, operations directors building teams
|
||||||
|
- **Pain points:** Slow hiring, administrative overhead, scheduling delays, resume review burden, candidate drop-off
|
||||||
|
- **Outcomes:** Faster hiring, reduced administrative burden, more candidate reach, better scheduling, quality-preserved speed
|
||||||
|
- **Vertical spins:** Tech companies (technical hiring), high-growth startups (volume hiring), enterprise (complex hiring), franchise (location hiring)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Website
|
||||||
|
|
||||||
|
The drag-and-drop website builder lets you publish a professional, SEO-ready site without writing a single line of code.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Every business needs a website, but not every business has a web developer on staff. The DIY options—generic templates, clunky builders, code-heavy platforms—either look unprofessional or require technical skills that most business owners don't have. The result is websites that look like what they are: attempts by non-experts. Meanwhile, professional websites belong to competitors who have the resources to build them.
|
||||||
|
|
||||||
|
This module puts professional website creation in business owners' hands. Drag-and-drop building means no code required—just design what you want and publish it. SEO-ready structure means search engines can find and index the site without technical optimization. Professional results without professional developers. The result is businesses with websites that compete on appearance, not just price or reputation.
|
||||||
|
|
||||||
|
For copywriters: Focus on the DIY dilemma—how business owners need websites but lack the technical skills to build them properly. Position no-code building as the mechanism that bridges this gap. The audience should feel the professional gap between their current web presence and what they could have.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Build a professional website without developers—no-code creation that competes with custom-built sites
|
||||||
|
- **Audience:** Small business owners, entrepreneurs, service businesses, startups
|
||||||
|
- **Pain points:** Technical barriers to web presence, generic DIY sites, developer dependency, SEO complexity, slow website creation
|
||||||
|
- **Outcomes:** Professional-looking sites, SEO-ready structure, fast creation, no-code editing, competitive web presence
|
||||||
|
- **Vertical spins:** Local businesses (service-area sites), restaurants (menu and reservation sites), consultants (thought leadership sites), e-commerce (product showcase)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Website
|
||||||
|
|
||||||
|
Your Odoo website runs around the clock, showcasing products and capturing leads even while you sleep.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Your website is your hardest-working employee—and it doesn't take vacations. While your team sleeps, prospects are researching, comparing, and deciding. Without a website working for you around the clock, these midnight researchers find your competitors instead. The business that operates 9-to-5 loses the 16 hours of opportunity that never stop coming. Every hour your digital presence isn't working is an hour potential customers are finding someone else.
|
||||||
|
|
||||||
|
This module turns your website into an always-on revenue channel. Products showcased continuously to anyone researching at any hour. Lead capture forms collecting information from prospects who aren't ready to call. The business stays visible and available even when the office is dark. The result is a digital presence that works continuously, capturing opportunity that office hours would miss.
|
||||||
|
|
||||||
|
For copywriters: Focus on the opportunity window—the research that happens outside business hours when decision-makers are actually thinking. Position 24/7 presence as the mechanism that captures this invisible opportunity. The audience should recognize the midnight prospects they've been losing.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Capture opportunity around the clock—always-on digital presence that works while you sleep
|
||||||
|
- **Audience:** Small businesses, service businesses, e-commerce operators, B2B companies
|
||||||
|
- **Pain points:** Missing after-hours prospects, lost leads from no online presence, competitor visibility during research hours, limited business hours
|
||||||
|
- **Outcomes:** Continuous lead capture, 24/7 visibility, global audience reach, capturing midnight research, lead pipeline while sleeping
|
||||||
|
- **Vertical spins:** Service businesses (quote requests), e-commerce (night purchases), B2B (research phase capture), local businesses (extended presence)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Email Marketing
|
||||||
|
|
||||||
|
A drag-and-drop email builder with personalisation tokens helps you craft compelling messages that get opened and clicked.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Generic emails get ignored. Customers receive messages that could be from any business, personalized only by name, and they respond accordingly—by not responding at all. The investment in email campaigns produces open rates and click rates that don't justify the spend. The problem isn't the channel—it's that the messages don't feel relevant. People ignore what doesn't feel like it was made for them.
|
||||||
|
|
||||||
|
This module makes emails feel personal at scale. A drag-and-drop builder creates professional designs without design expertise. Personalization tokens insert customer-specific information—names, preferences, history—into messages that feel individual. Emails that feel personal get opened. Emails that feel generic don't. The result is campaigns that perform because they connect, not campaigns that get lost in crowded inboxes.
|
||||||
|
|
||||||
|
For copywriters: Focus on the personalization-performance link—how relevant messages outperform generic broadcasts and how personalization creates that relevance. Position easy tools as the mechanism that enables mass personalization. The audience should feel the performance gap between their current generic approach and the personalization they could deliver.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Make every email feel personal—mass personalization that turns generic broadcasts into relevant messages
|
||||||
|
- **Audience:** Email marketers, marketing managers, e-commerce operators, content marketers
|
||||||
|
- **Pain points:** Low engagement, generic messages, design limitations, personalization gaps, poor campaign performance
|
||||||
|
- **Outcomes:** Higher engagement, personal messages, professional designs, improved open rates, campaign effectiveness
|
||||||
|
- **Vertical spins:** E-commerce (purchase-personalized), B2B (role-personalized), hospitality (preference-personalized), subscription (behavior-personalized)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Sales
|
||||||
|
|
||||||
|
Configurable discount programs and coupon codes make it simple to create targeted promotions for any occasion.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Promotions that take days to set up miss the moment. A timely offer—one that responds to an event, a season, or an opportunity—needs to launch quickly or lose its relevance. But most businesses can't create targeted promotions on the fly. Discounting requires configuration that takes time and technical help. By the time the promotion is ready, the opportunity has passed or the campaign rhythm has been disrupted.
|
||||||
|
|
||||||
|
This module makes promotions instantly configurable. Discount programs that can be set up in minutes, not days. Coupon codes that can be generated and distributed on the spot. Promotions that respond to opportunity in real-time, not next quarter's campaign planning. The result is a business that can move at the speed of the market—creating offers that catch the moment rather than missing it.
|
||||||
|
|
||||||
|
For copywriters: Focus on the promotion speed problem—how slow configuration limits the ability to respond to opportunities. Position configurability as the mechanism that makes responsive promotions possible. The audience should recognize the promotions they couldn't launch because the setup took too long.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Create promotions at the speed of opportunity—targeted offers that respond to the moment
|
||||||
|
- **Audience:** Sales managers, marketing managers, e-commerce operators, retail planners
|
||||||
|
- **Pain points:** Slow promotion setup, missed timing windows, technical dependency for discounting, rigid pricing systems
|
||||||
|
- **Outcomes:** Fast promotion creation, responsive pricing, campaign flexibility, market speed, revenue opportunities captured
|
||||||
|
- **Vertical spins:** Retail (flash sales), e-commerce (conversion optimization), hospitality (occupancy management), events (ticket pricing)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Surveys
|
||||||
|
|
||||||
|
Customisable survey forms with logic branching collect structured feedback from customers so you understand their real needs.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Understanding customers requires asking them—but most survey attempts produce data that's superficial or misleading. Questions get answered literally regardless of intent. Conditional paths lead to irrelevant follow-ups that frustrate respondents. Results arrive unstructured, requiring manual analysis that rarely happens. The investment in surveys produces insights that are either obvious or unusable.
|
||||||
|
|
||||||
|
This module produces survey data that's actually useful. Customizable forms let you ask the right questions in the right ways. Logic branching guides respondents through relevant paths based on their answers, collecting meaningful data without respondent fatigue. Structured results arrive ready for analysis. The result is surveys that reveal real needs, not surveys that confirm assumptions.
|
||||||
|
|
||||||
|
For copywriters: Focus on the survey失望—the investment in feedback collection that produces unusable results. Position structured surveys with logic as the mechanism that makes customer understanding actionable. The audience should recognize their own survey failures and how poor design created poor data.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Design surveys that reveal real needs—logic branching that collects meaningful data, not just responses
|
||||||
|
- **Audience:** Product managers, market researchers, customer experience leaders, marketing analysts
|
||||||
|
- **Pain points:** Superficial survey data, irrelevant follow-ups, unstructured results, unusable insights, survey fatigue
|
||||||
|
- **Outcomes:** Meaningful data, relevant questioning, structured results, actionable insights, customer understanding
|
||||||
|
- **Vertical spins:** Product teams (feature feedback), B2B (buyer insights), hospitality (guest satisfaction), SaaS (user feedback)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Sales
|
||||||
|
|
||||||
|
Built-in sales reports rank products by revenue and quantity sold so you instantly know where your top earnings come from.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Most businesses know their overall sales numbers but not which products drive them. Revenue totals tell you the score but not the play. Which products are the revenue workhorses? Which are volume leaders that move a lot but generate modest revenue? Which are high-margin stars? Without this segmentation, decisions get made in the dark: what to promote, what to inventory, what to discontinue. The data exists—it's in the sales records—but organizing it into insight takes time that most businesses don't have.
|
||||||
|
|
||||||
|
This module makes product performance clear instantly. Built-in reports rank products by revenue and quantity without requiring manual analysis. The products that matter most to the business become obvious at a glance, not buried in spreadsheets. The result is faster, better decisions about what to stock, promote, and develop.
|
||||||
|
|
||||||
|
For copywriters: Focus on the insight gap—decisions about products made without understanding what drives revenue. Position built-in reports as the mechanism that makes product insight accessible. The audience should feel the difference between knowing their revenue and understanding their product mix.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Understand what actually drives your revenue—instant insight into product performance
|
||||||
|
- **Audience:** Sales managers, product managers, business owners, e-commerce operators
|
||||||
|
- **Pain points:** Product decisions made without data, unknown best sellers, unclear product mix, spreadsheet analysis overhead
|
||||||
|
- **Outcomes:** Product clarity, data-driven decisions, inventory optimization, marketing focus, revenue understanding
|
||||||
|
- **Vertical spins:** E-commerce (SKU analysis), wholesale (product mix), retail (category performance), manufacturing (product line profitability)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** eCommerce
|
||||||
|
|
||||||
|
A fully integrated online store lets you list products, process payments, and manage deliveries from a single back end.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
E-commerce has fragmented into too many platforms, each requiring separate management. Products listed on multiple marketplaces, orders spread across systems, inventory that doesn't sync, customers who exist in multiple databases with no shared context. The businesses that started selling online to grow now find their growth creating operational chaos. What was supposed to simplify sales has complicated operations.
|
||||||
|
|
||||||
|
This module unifies e-commerce under one roof. One back end manages products, payments, and deliveries across all channels. Inventory syncs automatically across every marketplace. Customer information flows together, not in silos. The result is e-commerce operations that scale without multiplying complexity—growing sales without growing operational overhead.
|
||||||
|
|
||||||
|
For copywriters: Focus on the fragmentation problem—how multi-channel selling creates operational chaos without integration. Position unified management as the mechanism that makes scaling sustainable. The audience should recognize their own e-commerce complexity and the operational overhead it creates.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Scale e-commerce without multiplying complexity—one back end that manages all channels
|
||||||
|
- **Audience:** E-commerce operators, multi-channel sellers, retail businesses, distributors going online
|
||||||
|
- **Pain points:** Platform fragmentation, inventory desync, customer data silos, operational chaos at scale, marketplace management overhead
|
||||||
|
- **Outcomes:** Unified operations, synchronized inventory, complete customer view, scalable e-commerce, reduced operational overhead
|
||||||
|
- **Vertical spins:** Multi-brand retailers (channel diversity), wholesale distributors (B2B + B2C), international sellers (marketplace expansion), product companies (direct + marketplace)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Sales
|
||||||
|
|
||||||
|
Product and customer sales reports reveal purchase patterns so you can focus on what drives the most value.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Business growth requires knowing what to grow. Promoting the wrong products wastes marketing budget. Stocking inventory that doesn't sell ties up working capital. Targeting the wrong customer segments spreads effort thin without results. Yet most businesses make these decisions without clear data, relying on intuition that may or may not reflect reality. The growth that seems logical and the growth that actually works often diverge.
|
||||||
|
|
||||||
|
This module reveals what actually drives value. Product reports show which offerings generate revenue, volume, and margin—not just what sells, but what serves the business. Customer reports reveal which segments are most valuable, which are draining resources, and which have growth potential. Focus shifts from guessing to knowing. The result is resource allocation that matches reality, not assumption.
|
||||||
|
|
||||||
|
For copywriters: Focus on the allocation stakes—how decisions about what to promote, stock, and target shape business outcomes. Position reporting as the mechanism that makes allocation decisions data-driven. The audience should feel the difference between optimizing based on intuition and optimizing based on what customers actually reveal.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Know what to grow—data that reveals where value actually comes from, not where we assume it does
|
||||||
|
- **Audience:** Business owners, sales managers, product managers, marketing directors
|
||||||
|
- **Pain points:** Misallocated resources, product promotion without data, unclear customer value, growth based on intuition
|
||||||
|
- **Outcomes:** Data-driven allocation, clear growth priorities, customer segmentation insight, product portfolio clarity, marketing focus
|
||||||
|
- **Vertical spins:** E-commerce (SKU analysis), retail (category performance), B2B (customer profitability), SaaS (customer health analysis)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Reporting
|
||||||
|
|
||||||
|
Proactive alerts and exception reports surface issues automatically so you resolve them quickly and get back to growing.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Business problems have a way of becoming expensive before anyone notices them. Inventory runs out at the worst moment. A customer support issue escalates into a lost account. A vendor delivery gets delayed, and nobody catches it until production stops. By the time problems become visible to leadership, they've already cost time, money, or customers. The challenge isn't wanting to solve problems—it's having systems that catch them early enough to matter.
|
||||||
|
|
||||||
|
This module transforms reactive firefighting into proactive management. Proactive alerts mean the system notifies the right person when something needs attention, before the problem snowballs. Exception reports surface the items that deviate from expectations—no need to review everything to find the three things that matter. The result is a business that resolves issues before they escalate and keeps moving forward.
|
||||||
|
|
||||||
|
For copywriters: Focus on the cost of reactive management—what's the actual price of problems discovered too late? Then position alerts and exceptions as the solution that frees leaders to focus on growth instead of damage control.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Stop fires before they spread—let the system watch for problems so you can focus on opportunities
|
||||||
|
- **Audience:** Business owners, operations managers, department heads overwhelmed by reactive management
|
||||||
|
- **Pain points:** Problems discovered too late, constant firefighting, missing issues until they become crises, lack of proactive visibility
|
||||||
|
- **Outcomes:** Early problem detection, faster resolution, more time for growth, reduced operational surprises
|
||||||
|
- **Vertical spins:** E-commerce (low stock alerts), manufacturing (production exception tracking), service businesses (client SLA monitoring)
|
||||||
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|
|||||||
|
**Module:** Project
|
||||||
|
|
||||||
|
Priority flags and custom task filters help you surface the most important work so urgent issues are always addressed first.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
The urgent often crowds out the important. Tasks that feel pressing demand immediate attention, while genuinely important work gets deferred day after day. Without systems that surface what matters most, people react to whatever feels urgent in the moment—which often means someone else's urgency becomes their own. Important projects that don't have pressing deadlines quietly fail while urgent interruptions get handled first.
|
||||||
|
|
||||||
|
This module restores the balance between urgent and important. Priority flags create explicit hierarchy among tasks, making the important visible alongside the urgent. Custom filters surface items by criteria that matter to each user's role, not just generic priority. The result is work that gets prioritized by impact, not just by whoever shouted loudest.
|
||||||
|
|
||||||
|
For copywriters: Focus on the urgent-important conflict—the daily prioritization problem where important work gets deferred for urgent interruptions. Position priority systems as the mechanism that makes important work visible. The audience should recognize their own important projects that quietly failed while urgent items consumed their time.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Protect important work from urgent interruptions—priority systems that surface what truly matters
|
||||||
|
- **Audience:** Individual contributors, team leads, project managers, anyone managing competing priorities
|
||||||
|
- **Pain points:** Important work deferred, urgent overwhelm, unclear priority criteria, project failures from neglect, daily firefighting
|
||||||
|
- **Outcomes:** Protected priorities, important work addressed, clearer focus, reduced urgent overwhelm, strategic progress
|
||||||
|
- **Vertical spins:** Executive prioritization (strategic focus), project managers (project importance), knowledge workers (deep work protection), operations (critical task identification)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Surveys
|
||||||
|
|
||||||
|
Post-purchase and NPS surveys automatically capture customer sentiment so you always know where to improve.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Improvement requires knowing where to improve—but most businesses discover improvement opportunities through complaints, not feedback systems. By the time customers complain, they've often already decided to leave. The feedback that could have prevented churn arrives too late or never arrives at all. Without systematic feedback capture, businesses improve by reacting to problems instead of preventing them.
|
||||||
|
|
||||||
|
This module creates systematic feedback capture. Post-purchase surveys capture sentiment at the moment of peak relevance. NPS surveys measure customer loyalty in ways that predict future behavior. Automatic capture means feedback happens without customer action and without manual collection. The result is continuous customer sentiment visibility that surfaces improvement opportunities before they become problems.
|
||||||
|
|
||||||
|
For copywriters: Focus on the reactive improvement trap—how businesses improve by reacting to complaints instead of preventing problems. Position systematic capture as the mechanism that makes improvement proactive. The audience should recognize their own improvement opportunities that customers never reported because no system asked.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Capture improvement opportunities before they become complaints—automatic feedback that surfaces issues proactively
|
||||||
|
- **Audience:** Customer experience managers, product managers, business owners, operations directors
|
||||||
|
- **Pain points:** Late feedback discovery, reactive improvement, churn without warning, missing customer voice, problem prevention gaps
|
||||||
|
- **Outcomes:** Early issue discovery, proactive improvement, customer sentiment visibility, churn prediction, systematic feedback
|
||||||
|
- **Vertical spins:** SaaS (user experience), e-commerce (post-purchase experience), hospitality (guest satisfaction), B2B (account health)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Accounting
|
||||||
|
|
||||||
|
Automated payment reminders and invoice status dashboards help you chase payments before they become problems.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Late payments don't start as late—they start as forgotten. Most overdue invoices were simply not followed up at the right time. The invoice went out, the customer got busy, nobody followed up, and weeks passed before anyone noticed the payment was overdue. By then, the relationship has shifted: the customer got used to extended terms, or the invoice got lost in accounts payable, or cash flow planning that assumed the payment needs to be revised. Following up earlier would have prevented all of this.
|
||||||
|
|
||||||
|
This module automates the follow-up that prevents late payments. Automated reminders go out before invoices become overdue, creating gentle prompts that customers appreciate. Invoice status dashboards surface which invoices need attention without manual monitoring. The result is payments that arrive on time because follow-up happens automatically, not payments that arrive late because nobody remembered to chase them.
|
||||||
|
|
||||||
|
For copywriters: Focus on the forgetting problem—how late payments usually start as forgotten invoices, not as customers who chose to pay late. Position automation as the mechanism that ensures follow-up happens before forgetting occurs. The audience should recognize their own overdue invoices and how automatic reminders could have prevented them.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Prevent late payments before they start—automated reminders that follow up so you don't have to remember
|
||||||
|
- **Audience:** Finance managers, accounts receivable teams, business owners, professional services firms
|
||||||
|
- **Pain points:** Forgotten invoices, late payments, cash flow gaps, manual follow-up overhead, aging reports that nobody reviews
|
||||||
|
- **Outcomes:** Faster payment, reduced late invoices, automated follow-up, improved cash flow, less chasing
|
||||||
|
- **Vertical spins:** Professional services (consulting billing), construction (progress billing), B2B (net terms), wholesale (distributor billing)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** No User Fees
|
||||||
|
|
||||||
|
In Odoo Community you do not have to pay per user, so you can add your whole team at no extra cost.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Software licensing models that charge per user create a hidden tax on team growth. The business that wants to add three more people faces a decision that shouldn't be difficult: pay for the seats or keep the team small. This per-user pricing penalizes collaboration—every new team member costs money regardless of how much they contribute. Growing businesses end up limiting their team to stay within budget, or limiting their budget to fit their team. Neither limitation serves the business.
|
||||||
|
|
||||||
|
This module removes the user tax from collaboration. Odoo Community lets businesses add as many users as they need without per-seat charges. Team expansion happens based on business needs, not licensing costs. The result is a business that can build the team it needs without counting seats or negotiating user counts. Growth happens faster because the software encourages it instead of charging for it.
|
||||||
|
|
||||||
|
For copywriters: Focus on the per-user penalty—the growth tax that charges businesses for collaboration. Position unlimited users as the mechanism that removes this barrier. The audience should feel how their growth decisions are constrained by per-user pricing and how unlimited users changes those constraints.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Remove the growth tax—unlimited users means team expansion happens on business terms, not software costs
|
||||||
|
- **Audience:** Growing businesses, cost-conscious founders, businesses constrained by per-user pricing, scaling teams
|
||||||
|
- **Pain points:** Per-user licensing costs, growth-constraining pricing, team-size decisions based on software costs, collaboration penalty
|
||||||
|
- **Outcomes:** Unlimited team expansion, growth-based decisions, removed licensing constraints, collaborative scalability, budget protection
|
||||||
|
- **Vertical spins:** Growing startups (team scaling), seasonal businesses (temporary staff), enterprises (collaboration tools), non-profits (limited budgets)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Helpdesk
|
||||||
|
|
||||||
|
Automated ticket routing and canned response templates let your team resolve customer requests in a fraction of the usual time.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Support teams spend time on problems they already know how to solve. The same questions arrive repeatedly—how to reset a password, where to find a feature, what the policy is for returns. Each response takes time to compose, and inconsistent responses create customer confusion. The cumulative cost of routine support consumes bandwidth that could go toward complex issues that actually need human thinking. The team works harder not smarter.
|
||||||
|
|
||||||
|
This module accelerates routine support without reducing quality. Automated ticket routing sends requests to the right person automatically, eliminating queue management overhead. Canned response templates ensure consistent, high-quality answers to common questions in seconds. The result is routine issues resolved instantly while complex issues receive the attention they deserve.
|
||||||
|
|
||||||
|
For copywriters: Focus on the routine drain—how standard support questions consume time that could go toward harder problems. Position automation as the mechanism that handles the routine so humans can focus on the complex. The audience should feel the bandwidth they're spending on questions their team already knows the answers to.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Handle routine support instantly—automation that resolves common questions so humans can focus on complex ones
|
||||||
|
- **Audience:** Support managers, helpdesk leads, customer service directors, SaaS operators
|
||||||
|
- **Pain points:** Time on routine questions, inconsistent responses, queue delays, support bandwidth limits, complex issues underserved
|
||||||
|
- **Outcomes:** Faster resolution, consistent answers, reduced queue, support bandwidth freed, quality preserved
|
||||||
|
- **Vertical spins:** SaaS (technical support), e-commerce (policy questions), telecommunications (service inquiries), financial services (account questions)
|
||||||
@@ -0,0 +1,19 @@
|
|||||||
|
**Module:** Project
|
||||||
|
|
||||||
|
Scalable project infrastructure grows with your business, keeping operations structured and calm even as volumes multiply.
|
||||||
|
|
||||||
|
## Copy
|
||||||
|
|
||||||
|
Successful businesses often find growth creates stress instead of removing it. More projects means more coordination, more deadlines, more resources to track. The systems that worked for ten projects don't scale to fifty. Operations that were calm become chaotic because the infrastructure wasn't designed for volume. Growth reveals the limits of systems that seemed adequate at smaller scale.
|
||||||
|
|
||||||
|
This module builds infrastructure that handles growth gracefully. Scalable project structures adapt to more volume without requiring redesign. Operations stay structured because the system accommodates complexity, not because individuals work harder. The result is a business that grows without the chaos—structured operations that scale with the business.
|
||||||
|
|
||||||
|
For copywriters: Focus on the growth-stress paradox—the businesses that succeeded at small scale but struggle at larger scale. Position scalable infrastructure as the mechanism that preserves calm through growth. The audience should recognize their own growth-related stress and how infrastructure limits are creating it.
|
||||||
|
|
||||||
|
## Ideas
|
||||||
|
|
||||||
|
- **Angle:** Grow without growing chaos—scalable infrastructure that keeps operations calm as volumes increase
|
||||||
|
- **Audience:** Growing businesses, operations directors, project managers, scaling organizations
|
||||||
|
- **Pain points:** Growth creating stress, infrastructure limits, operational chaos from scaling, structured systems breaking down
|
||||||
|
- **Outcomes:** Calm growth, scalable structure, maintained operations, infrastructure that scales, stress-free expansion
|
||||||
|
- **Vertical spins:** Agencies (client growth), professional services (engagement scaling), product companies (project expansion), startups (rapid growth)
|
||||||