# Marketing loops Human Guide

## What This Is For
When the user wants to set up a recurring, self-running marketing workflow — a repeatable loop an AI agent runs on a cadence (weekly, daily, on a trigger) rather than a one-off task. It gives the agent a clearer input/output frame for marketing loops: what context to ask for, what decisions to make, and what usable artifact to return.

Use this as a human-readable version of the Marketing loops agent skill. It is meant for marketers, operators, founders, and other non-coders who want the workflow without reading agent-specific implementation instructions.

## When To Use This
- Use this when you need a repeatable process for marketing loops.
- Use this when the task needs judgment, examples, constraints, or a clear output format rather than a one-off prompt.
- Use this when you want to hand an AI assistant enough context to produce a usable marketing artifact.

## When Not To Use This
- Do not use this when you only need a quick factual answer.
- Do not use this when the work depends on private data you cannot share with the assistant.
- Do not use this as a replacement for legal, compliance, financial, or medical review.

## What You Need Before Starting
- The goal or business outcome you want.
- The audience, customer segment, or market context.
- Any source material the assistant should respect, such as notes, briefs, examples, URLs, or brand guidance.
- Constraints such as tone, length, channel, deadline, region, or approval requirements.
- A clear definition of what a good final answer should look like.

## Step-By-Step Workflow
1. State the job clearly: "Use the Marketing loops guide to help me with..."
2. Add context: audience, goal, offer, channel, source material, and constraints.
3. Ask the assistant to identify missing inputs before producing the final output.
4. Have the assistant follow the skill-specific guidance below.
5. Review the result against the final checklist and ask for revisions where needed.

## Skill-Specific Guidance
- **Clarify the job.** What outcome should this loop protect or grow? (rankings, ad efficiency, activation, retention, revenue, referrals)
- **Pick a loop** from the catalog in `references/loop-catalog.md` — or adapt the closest one.
- **Tune the cadence** to how fast the underlying signal actually changes (see the cadence rule below).
- **Confirm the human checkpoint.** Decide what the loop does autonomously vs. what it stages for human approval before publishing or spending — see `references/loop-guardrails.md`.
- **Schedule it** (see "Scheduling a loop" below).
- **Strategy or creative direction is the real work.** Loops maintain and optimize; they don't set positioning, invent campaigns, or make brand calls.
- **The signal is too sparse to be significant.** A weekly conversion-rate loop on 40 visitors/week is measuring noise.
- **It's a vanity loop.** If nobody acts on the output, delete the loop. A loop that emails a dashboard nobody reads is worse than nothing.
- **Any agent + cron** — wrap the loop body as a scheduled prompt/script (`0 9 * * 1` for Mondays 9am, etc.).
- **Manual cadence** — for high-judgment loops, "run this skill every Monday" is a perfectly good loop. The value is the repeatable *body*, not the automation.
- Looping without a stop condition → runaway spend or infinite churn.
- Same cadence for every loop → most run too often and get ignored.

## Decision Points And Nuance
The original skill emphasizes: How to Use This Skill, Anatomy of a Marketing Loop, The cadence rule, When NOT to loop, Scheduling a loop, The Catalog, Authoring a new loop, Anti-patterns, Banned vocabulary, Related Skills.

Use these questions to steer the work:
- What is the intended audience or buyer?
- What source material must be preserved?
- What should the assistant optimize for: clarity, persuasion, accuracy, speed, creativity, or conversion?
- What examples represent the desired quality bar?
- What should the assistant avoid?

## Common Mistakes
- | **Acts when** | The action condition — what must be true to actually *do* something, vs. just check and skip. Most runs of a good loop are "checked, nothing to do." |
- **Strategy or creative direction is the real work.** Loops maintain and optimize; they don't set positioning, invent campaigns, or make brand calls.
- Avoid: "set it and forget it," "fully autonomous marketing," "AI does everything," "10x on autopilot," "growth hacking machine." Loops are disciplined systems with checkpoints, not magic. Describe them honestly.
- "Avoids banned autopilot vocabulary",
- "Treats loopify as optional, not a required dependency"
- **Most runs should do nothing.** A healthy loop checks, finds nothing worth acting on, logs "no action," and exits. Loops that act every run are usually acting on noise.
- **State prevents harm.** Every loop tracks what it already did (last-run marker, dedupe key, cooldown) so it never double-acts, re-nags the same person, or re-alerts the same issue.
- **State / idempotency**: Store the set of gaps already briefed; don't re-brief an open one.

## Copy-And-Paste Prompt
```text
Use the Marketing loops human guide.

My goal:
[Describe the business outcome]

Audience:
[Describe who this is for]

Context and source material:
[Paste notes, examples, links, or existing copy]

Constraints:
[Tone, length, channel, timeline, must-include items, must-avoid items]

Before producing the final output, ask me for any missing information that would materially improve the result.
```

## Final Checklist
- [ ] The output matches the original goal.
- [ ] The audience and context are reflected in the answer.
- [ ] Important constraints and source material were preserved.
- [ ] The assistant made the relevant decisions explicit.
- [ ] The final artifact is ready to use, review, or hand to the next person.

## Source
This guide was generated from the coreyhaines31/marketingskills skill entry for `marketing-loops`.

## Source Skill Notes
These notes preserve the nuance from the original skill. Use them as supporting reference when the workflow above feels too generic.

# Marketing Loops

You help set up **marketing loops** — repeatable marketing workflows an AI agent runs on a cadence, each with a defined trigger, a bounded set of steps, a self-check, and an explicit stopping condition. A loop turns a marketing task you'd otherwise do manually (and forget) into an always-on system: the weekly SEO opportunity scan, the ad-fatigue refresh, the churn-signal watch.

This is the operational cousin of `marketing-ideas`. Ideas tell you *what to try once*. Loops tell you *what to keep doing on a schedule* — and wire the other marketing skills together to do it.

## How to Use This Skill

**Check for product marketing context first:** if `.agents/product-marketing.md` exists (or `.claude/product-marketing.md`, or the legacy `product-marketing-context.md`), read it before asking questions. Use that context and only ask for what's missing.

Then:
1. **Clarify the job.** What outcome should this loop protect or grow? (rankings, ad efficiency, activation, retention, revenue, referrals)
2. **Pick a loop** from the catalog in `references/loop-catalog.md` — or adapt the closest one.
3. **Tune the cadence** to how fast the underlying signal actually changes (see the cadence rule below).
4. **Confirm the human checkpoint.** Decide what the loop does autonomously vs. what it stages for human approval before publishing or spending — see `references/loop-guardrails.md`.
5. **Schedule it** (see "Scheduling a loop" below).

Building more than one loop, or a whole marketing operating system? See `references/loop-orchestration.md` for how loops compose and the order to adopt them (start with tracking + a weekly review; don't build 43 at once).

## Anatomy of a Marketing Loop

Every loop in the catalog has these nine parts. When you author or adapt one, fill all of them — a loop missing a stop condition, a self-check, or its state handling is a liability, not an asset.

| Part | What it defines |
|------|-----------------|
| **Check cadence** | How often the loop *looks* (weekly / daily / on-trigger). Match it to signal speed. |
| **Acts when** | The action condition — what must be true to actually *do* something, vs. just check and skip. Most runs of a good loop are "checked, nothing to do." |
| **Purpose** | The one outcome this loop exists to move. |
| **Skills used** | Which marketing skills the loop orchestrates each iteration. |
| **Loop body** | The ordered steps run each iteration. |
| **Self-check** | The verification done *before* acting — so the loop doesn't act on noise, seasonality, or a tracking bug. |
| **State / idempotency** | What the loop remembers between runs: last-run marker, dedupe key, cooldown window, "already handled" set. Without this, loops double-act, re-nag the same people, or re-alert the same thing. Non-negotiable for anything scheduled — see `references/loop-state.md` for where state lives and the idempotency patterns. |
| **Stop / bail-out** | When the loop skips, halts, escalates to a human, or disables itself — plus what it does on error. Every loop needs one, including heartbeat loops (their stop is "manual disable + error-halt," never "n/a"). |
| **Output** | Where results go: a file, a PR, a staged draft, a notification, a report. |

The **Check cadence / Acts when** split matters: a churn-signal loop might *check* daily but only *act* when an account crosses a risk threshold it hasn't been contacted about inside the cooldown window. Conflating the two produces loops that either miss the window or spam.

## The cadence rule

Match cadence to how fast the signal actually changes — not to how often you'd *like* an update.

| Signal | Realistic cadence | Why |
|--------|-------------------|-----|
| Rankings, backlinks, domain authority | Weekly | Move slowly; daily checks are noise |
| Ad creative fatigue, CPA drift | Every 2–3 days | Meta/Google feedback loops are days, not hours |
| Activation / onboarding funnel | Weekly | Needs enough signups to be significant |
| Churn signals | Daily or on-trigger | Early intervention window is short |
| Content / copy decay | Monthly | Traffic erosion is gradual |
| Competitor changes | Weekly | Pricing/positioning shifts are infrequent but matter |
| Social listening / mentions | Daily | Engagement windows close fast |

Over-frequent loops are the most common failure mode: they generate busywork, burn budget, and train you to ignore the output.

## When NOT to loop

Not everything should be automated on a cadence. Skip a loop — or add a mandatory human checkpoint — when:

- **Strategy or creative direction is the real work.** Loops maintain and optimize; they don't set positioning, invent campaigns, or make brand calls.
- **The action publishes or spends without review.** Auto-*drafting* an ad, email, or post is fine. Auto-*publishing* or auto-*shifting budget* needs a human checkpoint unless the user has explicitly authorized autonomous action and set guardrails (caps, allowlists).
- **The signal is too sparse to be significant.** A weekly conversion-rate loop on 40 visitors/week is measuring noise.
- **It's a vanity loop.** If nobody acts on the output, delete the loop. A loop that emails a dashboard nobody reads is worse than nothing.

For any loop that sends, spends, publishes, or touches personal data, apply `references/loop-guardrails.md` — the two-tier action model (autonomous-safe vs. gated), spend/send caps, CAN-SPAM/GDPR/FTC/ToS rules, the always-escalate list, and a required kill switch.

## Scheduling a loop

These loops are agent-agnostic — the *body* works in any agent. The *scheduling* depends on your environment:

- **Claude Code** — native options: `/loop` (self-paced, until a condition), `ScheduleWakeup` (dynamic pacing that reacts to state), and `CronCreate` (fixed cron schedule). If you have a loop-mechanics skill such as `loopify` installed, use it to choose between them and tune delays; otherwise the guidance below is enough.
- **Any agent + cron** — wrap the loop body as a scheduled prompt/script (`0 9 * * 1` for Mondays 9am, etc.).
- **Manual cadence** — for high-judgment loops, "run this skill every Monday" is a perfectly good loop. The value is the repeatable *body*, not the automation.

Default to time-of-day cron for review-style loops (weekly review, ranking watch) and dynamic pacing for monitor-until-threshold loops (churn watch, launch-day tracking).

## The Catalog

`references/loop-catalog.md` holds the full library — 43 marketing loops with thorough funnel coverage: SEO & Content, Paid, Earned/Social/Partnerships, Activation, Retention, Revenue, Referral & Advocacy, and Ongoing Ops. Each is a complete, adaptable spec. Start there, pick the closest match, and tune it to the user's product, stage, and tooling.

## Authoring a new loop