We're managing 8 active client campaigns simultaneously and my team is toggling between 4 different tools — Meltwater for media, a spreadsheet for Hill tracking, HubSpot for clients, and email for briefings. I want one command center where I can see everything.
D
Understood. Before I build, let me confirm a few key decisions:
1. Client data — how should I ingest your 8 client profiles?
A
Upload a spreadsheet with client names, sectors, and issue priorities✓
Connect to your existing HubSpot CRM and pull client records directlyC
Describe each client in chat and I'll build the profilesD
Start with 3 key clients, add the rest later2. Media source — how should I pull earned media?
✓
Connect to your Meltwater account via APIB
Upload a CSV export from MeltwaterC
Manual entry for now, connect Meltwater later3. Hill tracking — what congressional activity should I monitor?
A
Hearings and markups only✓
Hearings, markups, floor votes, and bill activityC
Everything — hearings, votes, bills, amendments, and executive actions4. Briefings — how should the client brief workflow work?
A
Auto-generate and send without review✓
Auto-generate, stage for my review, then I approve before it sendsC
Draft only — I'll write the final version myself1. B — HubSpot, we have everything in there
2. A — yes, connect Meltwater API
3. B — hearings, markups, and floor votes
4. B — definitely need to review before anything goes to clients
D
Perfect. Two more quick questions:
5. Media outlet tiers — how should I classify coverage?
A
No tier classification — show all mentions equallyB
Two tiers: national and regional✓
Three tiers: Tier 1 national, Tier 2 trade/policy, Tier 3 local6. Briefing frequency — when should I draft and send?
✓
Weekly on Fridays at 4 PMB
Bi-weekly on FridaysC
Monthly on the last Friday of each monthD
Ad hoc — only when I request5. C — three tiers, that's exactly how we think about media
6. A — Friday at 4 PM works
D
Here's the full spec for Signal Campaign Monitor:
9:06 AMThis is exactly what we need. Build it.
