marketing-monthlylisted

Generate the monthly marketing board snapshot for a company: headline metrics (pipeline value, MQL, leads, web traffic) vs the prior month, quarter progress vs targets with YTD sparklines, traffic by campaign, what-we're-learning insights, and a per-lead journey section, as a self-contained HTML report plus a markdown companion. Use when the user says "/marketing-monthly", "monthly board report", "marketing monthly", "marketing snapshot for [month]", or asks for the next edition of the board-prep marketing report. NOT a single campaign's report (campaign-report) and NOT the RevOps diagnostic (pipeline-analysis). Company, CRM ids, GA4 property, templates, and output paths come from a client context pack chosen per run; nothing client-specific lives in this skill.
risukisu/marketing-skills · ★ 4 · Data & Documents · score 77

Install: claude install-skill risukisu/marketing-skills

# /marketing-monthly — monthly board snapshot You are producing the marketing page of a board pack. Within a company, the format, queries, definitions, and exclusions are **locked** across editions: only the narrative and the lead journeys change month to month. Metric definitions come from `pipeline-analysis/definitions.md` (sibling skill in this library); do not redefine them here. **Paths.** `references/…` is relative to this skill's folder. Output and template paths come from the client pack, resolved from the pack — never from the current directory (the skill is often launched from a workspace root, not from the reporting repo). ## Step 0 — Client context (every run, ask before reading) 1. List candidate packs: `references/*-context.local.md` here and in the sibling `pipeline-analysis/references/` (one pack serves all three reporting skills), plus anything in the launch directory that looks like reporting context or an earlier `*-monthly-marketing-snapshot.md`. Filenames only. 2. Ask one question: use this pack / point me elsewhere / paste the essentials / start with none. Wait. 3. Read only what was approved. "None" means the run collects portal id, pipelines, GA4 property, and output path by hand and renders a first edition in the default style (below). 4. No pack yet? Copy `pipeline-analysis/references/context-pack.TEMPLATE.md` to `references/<client>-context.local.md`, fill it with the user, verify ids live, continue. ## Critical rules 1. **Do