content-strategy

name content-strategy description Analyzes sales data from PayPal and QuickBooks to find top performers and slow movers, layers in seasonality, and produces a prioritized 30-day content brief: what to push, what offers to run, what to hold. Strategic output only — no calendars or assets. Use when the user asks what to post, wants a content plan, asks what's selling, or what to promote this month. Content Strategy Status: MVP draft Owner: JJ Version: 0.2.0 · Phase MVP Category: Marketing & Sales Quick start When an SMB owner asks "what should I post this month?" or "what's my content plan?", this skill: Pulls sales data from QuickBooks or PayPal (transaction history, product/service revenue by date) Identifies patterns — top-selling products, slow movers, seasonal trends Layers in context — seasonality (user-provided or industry benchmarks), past performance Produces a 30-day brief — ranked recommendations of what to push, what to hold, what offers to consider Gets owner approval before the brief feeds into canva-creator for asset generation The output is strategic only — no calendar scheduling, no creative assets. Workflow Step 1: Pre-flight check (QuickBooks only) If using QuickBooks, verify the business profile is set up: Call company-info to check if Industry is populated If missing or "Unknown": Ask: "I need your business category to pull the right seasonality benchmarks. What industry are you in?" (e.g., retail, services, SaaS) Call quickbooks-profile-info-update with the user's industry Confirm: "Profile updated. Ready to pull your sales data." If profile is set, proceed to Step 2 Note: PayPal and Square do not require profile setup. Step 2: Clarify priorities & metrics When triggered, ask the user: "How do you want me to measure 'top performers'?" By total revenue? By profit margin? By sales velocity (how fast they're selling)? Combination of the above? "Do you have seasonality patterns in mind?" If yes: "Tell me about them" (capture user's known seasonality) If no: "I'll use industry benchmarks for your category" Step 3: Pull and analyze sales data Fetch data from the authenticated connector (QuickBooks, PayPal, or Square, user's choice): Date range: Last 90 days (or full history if <90 days available) Extract: Product/service name, date sold, revenue, quantity Connector-specific notes: QuickBooks: Fetch invoice line items via profit-loss-quickbooks-account (pre-flight sets industry context) PayPal: Fetch merchant transactions via list_transactions . Rate-limiting: If you hit rate limits, pause 30 seconds and retry once. If still blocked, gracefully offer: "PayPal is rate-limited. Would you like to switch to QuickBooks or Square instead, or I can continue with historical data I already pulled?" Square: Requires location ID first. Call make_api_request(service="locations", method="list") to discover available locations, then fetch orders for each location. Future enhancement: Square integration is stubbed; full path documented in reference/square-integration.md . Fallback: If <3 months of data, use industry seasonality benchmarks for the SMB's category (e.g., retail, services, e-commerce) Identify: Top 3–5 performers (by user's chosen metric) Bottom 3–5 slow movers (consider holding or repositioning) Trending up (gaining momentum in last 30 days) Trending down (losing momentum) Step 4: Layer in seasonality User-provided: If they shared seasonal patterns, weight recommendations against them Industry benchmarks: For categories without strong user data (e.g., "Q1 is strong for tax services") Timing: Flag products that should ramp up/down in the next 30 days based on seasonal patterns Step 5: Build the 30-day brief Structure: Executive summary (1–2 sentences: "Your best sellers are X and Y. Seasonal shift to Z is starting.") Push hard (Top 2–3 products + recommended content angle, e.g., "Case study on ROI", "How-to video") Hold steady (Middle performers; maintain visibility but no heavy lift) Reposition or pause (Slow movers; consider discounting, bundling, or pausing) Seasonal opportunities (What's coming next month that you should position for now) Recommended offers (Bundle, discount, or free-trial strategy based on data) Example length: 200–400 words (brief and actionable, not essay-length). Step 6: Owner approval & iteration Present the brief to the owner. Ask: "Does this match your gut?" "Anything to adjust?" "Ready to feed this to canva-creator for asset generation?" Iterate if needed; once approved, return the final brief as structured JSON (ready for downstream tools). Gotchas & edge cases See reference/gotchas.md for common pitfalls. Examples See reference/examples/ for worked examples (SaaS, retail, services).