Book, Blog, and Product Marketing Checklist

Book and product one-time setup, plus repeatable content runs for blog posts and product launches

Post Type: Write and promote a new article
Overall progress
0%
One-Time Book on Selling Platforms
v

Book file finalized (PDF + EPUB)

You

Uploaded to Amazon KDP

Confirm ASIN is live

You

Uploaded to other platforms (Ingram, Gumroad, etc.)

You

Purchase / landing page live and tested

You
One-Time WordPress Setup
v

WordPress Application Password generated

Users - Profile - Application Passwords - "Content Machine"

You

Credentials saved to .env-content-machine

WP site URL, username, app password, category ID

You

Blog category exists on WordPress

Confirm category slug + ID at /wp-json/wp/v2/categories

You

Yoast SEO Premium active on site

You

REST API confirmed live

Visit DavidPerdew.com/wp-json/wp/v2/posts -- should return JSON

You
One-Time Book Profile and Content Machine Config
v

Book profile created in content machine

Book ID, title, audience, blog URL, category ID, WP credentials

You

Keyword spreadsheet linked (Google Drive connector)

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Hashtag spreadsheet linked (Google Drive connector)

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Source material (Final Book PDF) accessible to Claude

Set source folder path using the folder bar at the top

You

Image library folder accessible to Claude

Source folder / Promo / Social Media / Promotion Images

You

Followr account active and platforms connected

You

SimpleClickTracker account active

Used to create one short URL per article run

You
One-Time Product Marketing Setup
v

Product sales / landing page live and tested

You

Tracking short URL scheme created in SimpleClickTracker for this product

One slug per content run, e.g. "diet-match-launch"

You

Followr account active and this product's target platforms connected

You

Source folder / product images accessible to Claude

Set source folder path using the folder bar above

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Image automation (R2 + Gemini Nano Banana Pro) configured and confirmed working

One-time .env-content-machine setup -- see IMAGE-AUTOMATION-UPDATE.md

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Product profile created in content machine

Product ID, name, audience, sales URL, source folder

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Step 0 Kick Off the Run
v

Run Details -- builds the Claude prompt

Paste into Cowork to start the full content machine run

Choose article topic (one sentence)

You

Select book and fill in Run Details above

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Set target publish date

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Create short URL slug in SimpleClickTracker

Unique slug per article -- e.g. "ss-best-time"

You

Copy prompt above and paste into Cowork to kick off the run

You

Claude sets up run folder and URL reference map

Auto
Step 0 Kick Off Product Marketing Run
v

Run Details -- builds the Claude prompt

Paste into Cowork to start the product marketing content run

Choose product and confirm the core angle

You

Select product and fill in Run Details above

You

Set content volume and evergreen rotation window

You

Create short URL slug in SimpleClickTracker

You

Copy prompt above and paste into Cowork to kick off the run

You

Claude sets up run folder and URL reference map

Auto
Phase A Blog Post
v

Claude matches focus keyphrase + 3-5 secondary keywords

Auto

Blog article generated (1,000-1,200 words)

SEO title, meta description, slug, alt text -- saved as 01-blog-article.md

Auto

Blog header image generated or sourced (1200x628)

Auto

Article published to WordPress as draft

Use "WP Draft Tools" above, or Claude reports the edit link

Auto
Gate Review Blog Post + Header Image
v
Phase B does not start until you approve here.

Open WordPress draft and read the full article

You

Review header image -- CTA badge size, brand elements, URL

You

Request any changes if needed (Claude revises before continuing)

Both

Approve blog post + header image -- tell Claude to proceed to Phase B

You
Phase P1 Core Marketing Angles
v

Claude reviews the sales page and source material for messaging hooks

Auto

8-10 organic marketing angles drafted

Benefit, pain-point, social proof, curiosity, educational tip, behind-the-scenes, comparison, FAQ, urgency -- saved as 00-product-angles.md

Auto

Each angle matched to the platform(s) it suits best

Auto
Gate Review Marketing Angles
v
Mass content generation does not start until you approve the angles.

Open 00-product-angles.md and read all angles

You

Request changes if any angle feels off-brand

Both

Approve angles -- tell Claude to proceed to Phase P2

You
Phase B Written Content (All Platforms)
v
Paste into Cowork after Phase A is approved

Substack post generated (750 words, unique angle)

Saved as 02-substack-post.md

Auto

Medium post generated (750 words, different angle)

Saved as 03-medium-post.md

Auto

Facebook / LinkedIn posts generated (5 x 300 words)

Auto

Instagram captions generated (10 x 200 words)

Auto

X / Threads / Bluesky tweets generated (50 x 280 chars)

Auto

Pinterest descriptions generated (5 x <475 chars, no hashtags)

Auto
Phase P2 Organic Content Library (All Platforms)
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Paste into Cowork after the angles are approved. Counts scale with the Content Volume set in Step 0.

Facebook / LinkedIn posts generated (up to 15, rotating angles)

Auto

Instagram captions generated (up to 20)

Auto

X / Threads / Bluesky posts generated (up to 100, <=280 chars)

Auto

Pinterest descriptions generated (up to 10, <475 chars, no hashtags)

Auto

Short-form video scripts generated (up to 10 -- Reels / TikTok / YouTube Shorts)

Auto

Evergreen posting calendar built across the rotation window

Spaced for organic reach; flags top performers for repost after the window closes

Auto

Followr XLSX assembled -- media_urls left blank pending image generation

Auto
Phase B Image Generation (Automated)
v
Runs generate_images.py (Nano Banana Pro) from this run's 06-image-briefs.json

Image briefs written to 06-image-briefs.json

Auto

Images generated via generate_images.py

Header, microblog, Facebook/LinkedIn, Instagram, Pinterest -- footer-stamped with the tracking URL

Auto

GATE: review generated images in the run folder -- approve or flag for regenerate

You

Images uploaded and media_urls wired automatically via upload_to_r2.py

Auto

Upload completed XLSX to Followr

All posts scheduled across 14 days

You
Phase P3 Image Generation (Automated)
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Runs generate_images.py (Nano Banana Pro) from this run's 06-image-briefs.json

Image briefs written to 06-image-briefs.json for all product content

Auto

Images generated via generate_images.py

Facebook/LinkedIn, Instagram, microblog, Pinterest, plus video cover thumbnails -- footer-stamped with the tracking URL

Auto

GATE: review generated images -- approve or flag for regenerate

You

Images uploaded and media_urls wired automatically via upload_to_r2.py

Auto

Upload completed XLSX to Followr, scheduled across the full rotation window

You
Publish Go Live
v

Publish WordPress draft on target date

Open the draft edit link, click Publish

You

Post Substack article (02-substack-post.md)

Add header image, paste content, schedule or publish

You

Post Medium article (03-medium-post.md)

Add header image, paste content, add tags, publish

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Confirm Followr social posts are live / queued in scheduler

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Run complete -- note the SCT slug used so it is not reused

You
Publish Launch Organic Rotation
v

Confirm Followr social posts are scheduled across the full evergreen window

You

Assign short-video scripts for recording and posting

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Pin or save top evergreen posts as profile highlights where the platform supports it

You

Set a calendar reminder to review performance and refresh/repost top performers after the rotation window

You

Run complete -- note the SCT slug used so it is not reused

You