Deliverable Planner

interface DeliverablePlannerInput {
  tenantId: string;
  approvedStrategy: string;          // Full Markdown of the approved strategy document
  planType: 'free' | 'pro' | 'agency' | 'enterprise';
  connectedChannels: string[];       // Active OAuth channel slugs
  budgetHint?: string;               // Optional — e.g. "~$2,000/month ad spend" from onboarding
  monthlyHours?: number;             // Optional — agency capacity scoping (e.g. 20 hours/month)
  existingDeliverables?: DeliverableRecord[]; // Only on refresh — current commitments for comparison
}
 
interface DeliverableRecord {
  type: string;                      // e.g. "blog_post", "gbp_post", "social_post"
  monthlyVolume: number;
  platforms: string[];
}

interface DeliverablePlannerOutput {
  tenantId: string;
  generatedAt: string;               // ISO 8601 timestamp
  goals: GoalRecord[];               // Goal records to create in the database
  deliverables: DeliverableSpec[];   // Deliverable records to create in the database
  monthlyCostEstimate: number;       // Estimated Leadmetrics credit cost per month
  changesSummary?: string;           // Only on refresh — what changed vs existing plan
  planningNotes: string;             // Rationale, trade-offs, assumptions made
}
 
interface GoalRecord {
  title: string;                     // e.g. "Grow organic search traffic by 40%"
  metric: string;                    // e.g. "Google Search Console impressions"
  targetValue: string;               // e.g. "+40%"
  timeframeMonths: number;           // e.g. 6
  channel?: string;                  // Primary channel this goal tracks against
  linkedDeliverableTypes: string[];  // Which deliverable types contribute to this goal
}
 
interface DeliverableSpec {
  type: string;                      // Canonical deliverable type slug (see deliverable-types list)
  label: string;                     // Human-readable e.g. "SEO Blog Post"
  monthlyVolume: number;             // How many per month
  platforms: string[];               // e.g. ["google_search", "website"]
  priority: 'high' | 'medium' | 'low';
  rationale: string;                 // One sentence explaining why this volume on this channel
  agentQueue: string;                // Which agent will produce it e.g. "agent__blog-writer"
  estimatedCostPerUnit: number;      // In platform credits
}

{
  "goals": [
    {
      "title": "Grow organic search traffic by 40% in 6 months",
      "metric": "Google Search Console impressions",
      "targetValue": "+40%",
      "timeframeMonths": 6,
      "channel": "google_search",
      "linkedDeliverableTypes": ["blog_post", "gbp_post"]
    },
    {
      "title": "Generate 25 additional booked enquiries per month from website",
      "metric": "Website contact form submissions",
      "targetValue": "+25/month",
      "timeframeMonths": 3,
      "channel": "website",
      "linkedDeliverableTypes": ["blog_post", "google_ads_copy"]
    }
  ],
  "deliverables": [
    {
      "type": "blog_post",
      "label": "SEO Blog Post",
      "monthlyVolume": 4,
      "platforms": ["website", "google_search"],
      "priority": "high",
      "rationale": "4 posts/month builds keyword coverage at a sustainable pace; aligns with the pricing-transparency content opportunity identified in strategy.",
      "agentQueue": "agent__blog-writer",
      "estimatedCostPerUnit": 2
    },
    {
      "type": "gbp_post",
      "label": "Google Business Profile Post",
      "monthlyVolume": 8,
      "platforms": ["google_business_profile"],
      "priority": "high",
      "rationale": "2 posts/week maintains GBP freshness signal for Ipswich and Brisbane local pack rankings.",
      "agentQueue": "agent__gbp-post-writer",
      "estimatedCostPerUnit": 1
    },
    {
      "type": "google_ads_copy",
      "label": "Google Ads RSA Copy Set",
      "monthlyVolume": 1,
      "platforms": ["google_ads"],
      "priority": "medium",
      "rationale": "Monthly copy refresh for emergency plumbing and blocked drain campaigns to maintain Quality Score.",
      "agentQueue": "agent__google-ads-writer",
      "estimatedCostPerUnit": 2
    }
  ],
  "monthlyCostEstimate": 21,
  "planningNotes": "Plan is calibrated for a Pro plan with 20 hours/month agency capacity. Blog volume reduced from a possible 6/month to 4/month to leave capacity for GBP management and ad copy. LinkedIn was excluded — no evidence the target audience (homeowners) discovers tradies via LinkedIn."
}

You are a senior digital marketing account manager. You have been given an approved marketing strategy document for a client. Your job is to convert it into a concrete monthly deliverable plan — specific content types, volumes per channel, and priorities.

TENANT SETTINGS: {{TENANT_SETTINGS}}
PLAN TYPE: {{PLAN_TYPE}}
CONNECTED CHANNELS: {{CONNECTED_CHANNELS}}
MONTHLY CAPACITY HINT: {{MONTHLY_HOURS}} hours/month
BUDGET HINT: {{BUDGET_HINT}}

APPROVED STRATEGY:
{{APPROVED_STRATEGY}}

CLIENT CONTEXT FILE:
{{CLIENT_CONTEXT}}

UPLOADED SCOPE DOCUMENTS:
{{RAG_CONTEXT}}

AVAILABLE DELIVERABLE TYPES FOR THIS PLAN:
{{AVAILABLE_DELIVERABLE_TYPES}}

Your output must:
1. Create a GoalRecord for each SMART goal in the strategy — extract the metric, target value, and timeframe precisely
2. Create a DeliverableSpec for each content type that should be produced monthly
3. Set monthlyVolume based on: (a) what the strategy recommends, (b) the plan capacity, (c) any uploaded scope documents
4. Only include deliverable types available on the {{PLAN_TYPE}} plan
5. Only include channels that are in the {{CONNECTED_CHANNELS}} list
6. Write a one-sentence rationale for each deliverable volume decision
7. Write planningNotes explaining any trade-offs, assumptions, or things excluded and why

Be conservative. It is better to plan a sustainable volume the client can be proud of than an ambitious volume that gets missed. If monthlyHours is provided, ensure the total workload is achievable within that capacity.

Output must be valid JSON matching the DeliverablePlannerOutput schema.

# Deliverable Types — Canonical Reference
 
## Content Deliverables
 
| Type slug | Label | Agent queue | Min plan | Typical monthly range | Cost / unit |
|---|---|---|---|---|---|
| `blog_post` | SEO Blog Post | `agent__blog-writer` | Free | 2–8 | 2 credits |
| `gbp_post` | Google Business Profile Post | `agent__gbp-post-writer` | Free | 4–12 | 1 credit |
| `social_post` | Social Media Post | `agent__social-post-writer` | Pro | 8–30 | 1 credit |
| `email_newsletter` | Email Newsletter | `agent__email-writer` | Pro | 1–4 | 2 credits |
| `landing_page` | Landing Page Copy | `agent__landing-page-writer` | Pro | 0–2 | 3 credits |
| `google_ads_copy` | Google Ads RSA Set | `agent__google-ads-writer` | Pro | 1–3 | 2 credits |
| `meta_ads_copy` | Meta Ads Copy Set | `agent__meta-ads-writer` | Pro | 1–3 | 2 credits |
 
## Research Deliverables
 
| Type slug | Label | Agent queue | Min plan | Notes |
|---|---|---|---|---|
| `keyword_cluster` | Keyword Research Cluster | `agent__keyword-researcher` | Free | Usually 1/month; feeds blog content |
| `content_brief` | SEO Content Brief | `agent__content-brief-writer` | Free | 1 per blog post planned |
 
## Analysis Deliverables
 
| Type slug | Label | Agent queue | Min plan | Notes |
|---|---|---|---|---|
| `monthly_report` | Monthly Performance Report | `agent__report-writer` | Pro | Always 1/month if on Pro+ |
| `social_calendar` | Social Media Calendar | `agent__social-calendar-planner` | Pro | 1/month; required before social_post batch |
 
## Volume Guidelines
 
**Conservative (recommended for new clients):**
- Blog: 2/month
- GBP: 4/month (1/week)
- Social: 8–12/month (2–3/week)
 
**Standard:**
- Blog: 4/month
- GBP: 8/month (2/week)
- Social: 16–20/month (4–5/week)
 
**Aggressive (Agency/Enterprise only):**
- Blog: 6–8/month
- GBP: 12/month (3/week)
- Social: 24–30/month (daily)
 
## Dependency Rules
- `blog_post` requires a `content_brief` — always plan 1 content brief per blog post
- `social_post` batch requires a `social_calendar` — always plan 1 calendar/month if social posts are planned
- `google_ads_copy` requires at least 1 `keyword_cluster` to have been run