AImatch Review Admin

This packet is the main factual source for the generated brief. It includes distilled context and transcript evidence.

open raw inputs/call-evidence-packet.md

# AImatch Call Evidence Packet

Use this packet as source evidence. Do not infer facts that are not supported here.

## Verified HubSpot Context

HubSpot context: not available for this run.

## Company Profile

## Company Profile

**Business Model:** Digital marketing agency

**Core Services:**
- Social media management
- Social media advertising
- Programmatic advertising
- Content creation and branding

**Current State:** The agency is experiencing high demand and capacity constraints. Jennifer Chidester is the primary operator managing most execution work, supported by three freelancers with limited availability.

**Client Base:** Manages campaigns for multiple clients, including two clients receiving monthly reporting (one being a major/high-priority account).

**Ad Spend:** The agency manages $30,000–$40,000 in monthly media spend across client campaigns.

**Key Challenge:** Heavy workload requiring additional hands to handle video content creation, social media ad execution, reporting, and campaign management.

## Point Of Contact

## Point of Contact

**Name:** Jennifer Chidester

**Role:** Agency owner/operator

**Involvement:** Primary stakeholder and direct point of contact for the engagement. Jennifer will be working directly with the hired marketer and managing the day-to-day collaboration.

**Decision Authority:** Full authority to approve hiring and budget decisions.

**Background:** 20 years of marketing experience with deep expertise in paid social, programmatic advertising, and digital content strategy.

## Budget

## Budget

**Initial Request:** Under $5,000/month

**MarketerHire Standard Range:** $8,000–$10,000/month (all-inclusive: marketer rate + platform, no separate recruiting or platform fees)

**Floor Discussed:** $5,000/month as the practical minimum for accessing experienced, vetted specialists

**Current Position:** Jennifer expressed openness to $5,000/month contingent on the candidate quality and ability to offload significant work from existing freelancers. She indicated willingness to consider moving upward within the range if the right person emerges.

**Justification Provided:** Agent explained that the standard range reflects the cost of senior-level talent who can hit the ground running without training overhead, and noted the two-week fully refundable trial mitigates risk.

## Structured Budget Decision

# Structured Budget Decision

Schema: BudgetDecisionV3
Matching budget: $5,000/month
Basis: hard_cap
Range: NONE-NONE
Hard cap: $5,000/month
Billing model: retainer
Currency: USD
Confidence: medium
Auto-QTB: auto_apply (Single-role Paid Social Media Marketer budget is 5000/month with medium confidence and no V3 high-risk flags.)
Flags: budget_negotiated_take_final, tentative_acceptance_of_floor
Multi-role: no
Combined monthly investment: $5,000/month

Roles:
- Paid Social Media Marketer | original=Senior paid social specialist / lower level duplicate of myself | role_budget=$5,000/month | basis=hard_cap | scope=standard | billing=retainer | confidence=medium | agent_range=$8,000/month-$10,000/month | flags=budget_negotiated_take_final,tentative_acceptance_of_floor

Evidence:
Paid Social Media Marketer: Jennifer: I would like to be under 5,000... Agent: Could you stretch to 5,000 a month? That's really the practical floor... Jennifer: I'm open to considering that depending on the candidate.

Notes:
Single primary role (senior paid social marketer) at a tentatively accepted $5,000/month floor, softened from an 'under $5,000' ask against the agent's $8-10k range; needs human review because acceptance was contingent on candidate quality. A separate AI/generative-search specialist was mentioned only as a possible future smaller engagement.

## Timeline

## Timeline

**Start Date Required:** ASAP

**MarketerHire Matching Timeline:** Approximately 2 business days to deliver candidate shortlist

**Trial Period:** 2-week fully refundable trial (no risk if fit isn't right)

**Full Onboarding:** Typically within 1 week of match approval

**Next Steps:** MarketerHire team will follow up via email with recap and next steps after this initial matching call.

**Scope of Work:** 15–20 hours per week managing 20+ campaigns across platforms, plus monthly reporting for two clients.

## Tools Mentioned

## Tools & Platform Stack

**Ad Management Platforms:**
- Meta Ads Manager (Facebook/Instagram)
- Google Ads
- TikTok Ads
- Propellant (programmatic advertising)

**Reporting & Analytics:**
- Sprout Social (measurement and reporting)

**Content Management:**
- PA11Y (content scheduling)

**Tool Philosophy:** Jennifer expressed openness to the hired marketer bringing additional or alternative tools to the table if they can improve workflow or efficiency. She views tool expertise as a potential value-add from a mid-level or senior hire.

**Expectations:** The hired marketer should be proficient in Meta Ads Manager, Google Ads, and ideally TikTok Ads at minimum. Propellant experience is a secondary nice-to-have.

## Transcript

# Matching Agent <> Jennifer Chidester
Meeting ID: 01KX3JCG81DKKR5EP5CX39EVD6
Date: 2026-07-09T13:50:00.000Z
Host: raaja@marketerhire.com
Agent: Hey, Jennifer Chidester.
Agent: Thanks for hopping on.
Agent: I'm the AI assistant from Marketer Hire and I'll be running our intro chat today.
Agent: I've been trained on over 30,000 of our marketer matches, so I can help zero in on the right fit for you.
Agent: Fast to start.
Agent: Would it help if I gave a quick overview of how we work or would you rather jump straight into what you're looking for?
Jennifer Chidester: Jump straight in.
Agent: Love it.
Agent: So tell me a bit about the company, what you do and what stage you're at.
Jennifer Chidester: We are a marketing agency primarily specializing in digital.
Jennifer Chidester: So social media, social media ads, programmatic ads, social media, content branding, etc.
Agent: Got it.
Agent: So you're the agency side.
Agent: Interesting.
Agent: And what are the current marketing challenges you're trying to solve?
Agent: And what are you looking to accomplish by bringing someone in?
Jennifer Chidester: I need more hands on deck.
Jennifer Chidester: We are bombarded with work right now and have to create a lot of video content, create and manage and execute and report on social media ads.
Jennifer Chidester: Just need another creative brain, but also somebody who could do more of what I do, so I'm not doing as much of it.
Jennifer Chidester: So especially on the ad side, somebody who's really savvy with ads, someone who could create really smart content, someone who understands what's happening with AI and generative search so that content can really break through.
Jennifer Chidester: Um, and then overall kind of help me manage those things.
Jennifer Chidester: I'm almost looking for a lower level duplicate of myself so that I'm not doing everything.
Agent: That makes a lot of sense.
Agent: You need someone who can really own the execution side so you can step back a bit before I dig in a little more.
Agent: What does your current team look like?
Agent: Is it mostly you or do you have other people in the mix?
Jennifer Chidester: It's mostly me.
Jennifer Chidester: And then I have three freelancers, but they all have very limited schedules, so I'm looking for somebody who could be at least half time.
Agent: Got it.
Agent: So you need someone with real availability, not just a few hours here and there.
Jennifer Chidester: Yes.
Agent: And in terms of ch.
Agent: Go ahead.
Agent: I didn't mean to cut you off.
Jennifer Chidester: No, that's okay.
Jennifer Chidester: I cut you off.
Jennifer Chidester: Can you finish?
Agent: No worries.
Agent: I was just going to ask, which channels are you most focused on right now?
Agent: It sounds like paid social and content are big ones, but are there others you'd want this person to own?
Jennifer Chidester: Let's see.
Jennifer Chidester: Paid social, possibly programmatic, and then I'm not sure I would consider it a channel, but I would love to find somebody, and even if this is a separate person for lesser hours, somebody who's really become in tune with AI and generative search and how that's impacting content and how content's impacting that so that we can make sure that our content is bubbling up in AI search.
Agent: That's really interesting.
Agent: And yeah, that AI and generative search piece is becoming its own specialty.
Agent: Good to know you're thinking ahead on that.
Agent: So it sounds like the primary need is paid social, possibly programmatic.
Agent: And then separately, someone with that AI and content angle that's helpful.
Agent: What would success look like in the first 60 to 90 days?
Agent: And how do you measure it?
Agent: Like, what would make you feel like this person is really delivering?
Jennifer Chidester: I mean, them actually delivering, so them actually being available, them actually having the knowledge that I'm looking for because I have about 20 years experience and my biggest hurdle has been having to train people over and over and they just may not get it.
Jennifer Chidester: So somebody who already knows how to do this and has, you know, proof of working really well in this space, that could bring things to the table that maybe I'm not even bringing to the table.
Jennifer Chidester: And then, you know, it's just success would be the execution.
Jennifer Chidester: So somebody who's been reliable, somebody who's creating really great ads and knows how to segment the audiences and, and you know, organize them and report on them, that would all look like success for me because that would take a massive chunk of my time off, off the table so that I could focus on other things.
Agent: That makes total sense.
Agent: You need someone who can hit the ground running, not someone you have to handhold with 20 years under your belt.
Agent: You need a peer level executor, not a junior.
Agent: That's exactly the kind of marketer we vet for.
Agent: How soon are you looking to get someone started?
Jennifer Chidester: Asap.
Agent: Perfect.
Agent: That's good to know.
Agent: We can typically match within about two business days, so that works well.
Agent: And will you be working with this person directly or is there someone else?
Agent: Got it.
Agent: So you'd be the main point of contact.
Agent: And since paid social is a big part of this, roughly what are you spending on ad budget each month across your clients?
Agent: Just the media spend separate from what you'd pay the marketer.
Jennifer Chidester: Mm, 30 to 40,000amonth.
Agent: Okay.
Agent: That's a solid spend level that actually requires someone who really knows what they're doing to manage it.
Agent: Well, what does your current tool stack look like?
Agent: Are you working in Meta Ads Manager, Google Ads, any programmatic platforms, reporting tools?
Agent: What are you running?
Jennifer Chidester: That's something that.
Jennifer Chidester: Well, let me tell you.
Jennifer Chidester: Sorry, let me tell you first.
Jennifer Chidester: What I'm using.
Jennifer Chidester: And then what I also want to add to this is that that's why having, you know, a more mid level or senior person would be important because I'm open to learning if they're using tools that, that I haven't even considered yet to, to manage all of this.
Jennifer Chidester: But yes, we work directly in meta ads, we work directly in Google Ads, we work directly in TikTok ads, we work with propellant for our Programmatic ads.
Jennifer Chidester: We also use Sprout Social for measurement and then we're using PA11Y for content scheduling.
Agent: Great stack.
Agent: And I love that you're open to someone who might even bring new tools to the table.
Agent: That's exactly the kind of collaborative dynamic that works well.
Agent: Quick question on the team side, what the marketer would essentially be reporting to you and working alongside your three freelancers, Is that right?
Jennifer Chidester: Yes,.
Agent: Got it.
Agent: And is this a net new role for you or are you trying to replace someone who was doing this work before?
Jennifer Chidester: It's a, it's pretty much a net new role.
Jennifer Chidester: Although it may, it may divert some time away from my existing freelancers because I'm, I'm wasting a lot of time trying to train a couple of them to do this when it's just not their specialty.
Jennifer Chidester: So it may pull some time away from the existing freelancers, but it's also going to free up some of my time.
Agent: That makes sense.
Agent: Consolidating into one strong specialist rather than spreading it across people who aren't quite the right fit.
Agent: Smart move.
Agent: And roughly how much work is this?
Agent: You mentioned at least half time.
Agent: If you think about a typical week or month, what would the output look like?
Agent: Like how many campaigns, platforms, deliverables are we talking?
Jennifer Chidester: So I think it could be 15 to 20 hours a week, but we are running probably 50, 20 plus, maybe more ads a month across.
Jennifer Chidester: Across clients.
Jennifer Chidester: I'm talking campaigns, sorry, not, not individual like ad sets, but campaigns.
Jennifer Chidester: Probably 20 plus campaigns in terms of ads kind of across all platforms, maybe 20 to 25.
Jennifer Chidester: And then we report for this person would help me report out results for two clients each month.
Jennifer Chidester: One of them is a very big client, so that's probably where more of their time would be spent.
Agent: Got it.
Agent: So we're talking 15 to 20 hours a week, managing 20 plus campaigns across Meta, Google, TikTok and programmatic.
Agent: Plus monthly reporting for two clients, including a big one.
Agent: That's a solid, focused scope, not light, but also not quite a full plate.
Agent: Really clear picture based on everything you've shared.
Agent: I think a Paid social media marketer is the core fit here.
Agent: Someone who's senior enough to own the ad strategy and execution across your platforms without needing hand holding.
Agent: And given the programmatic piece with propellant, we'd want to make sure that's flagged in the brief so we match someone with that experience too.
Agent: The AI and generative search angle you mentioned, that's a bit of a separate specialty.
Agent: We could either look for someone who has both, or consider that as a lighter, separate engagement down the road.
Agent: Does the paid social focus feel like the right starting point?
Jennifer Chidester: It does, I will say ideally, because even though AI and generative search is definitely its own bucket and will increasingly become that, I think whoever is doing this needs to at least be aware of what's happening in that space and how that impacts content creation and how that impacts creating content that could actually bubble up in AI search and in and, and even in Google search.
Jennifer Chidester: So yeah, I do think the primary focus is exactly what you said.
Jennifer Chidester: The propellant is kind of a secondary thing because that is something I could do on my own.
Jennifer Chidester: But that would certainly be a nice to have.
Jennifer Chidester: If the person is also done programmatic and then the AI generative search piece, we could certainly look for somebody who just specializes in that.
Jennifer Chidester: That would be a much smaller monthly engagement.
Jennifer Chidester: But I would also love for the person that we're looking for, for the social media management role, to at least be very aware of what's happening in that space because it does impact even social content creation.
Agent: That's a really smart way to think about it.
Agent: And honestly, a lot of the stronger paid social specialists we work with are already keeping up with the AI and generative search landscape because it directly affects how content performs.
Agent: So we'd flag that as a priority in the brief and look for someone who's genuinely plugged into that space, not just technically proficient on the ad platforms.
Agent: Are you evaluating any other options for this right now?
Agent: Other platforms, agencies or freelancers you're considering?
Jennifer Chidester: No, I don't really have time for that.
Agent: Ah, fair enough.
Agent: That's actually a good sign you're ready to move.
Agent: So, based on what you've described, senior paid social specialist, 15 to 20 hours a week, managing 20 plus campaigns across Meta, Google and TikTok monthly, reporting for two clients, including a major one, and someone who's genuinely plugged into the AI content space.
Agent: This is a solid, focused scope, not light, but well defined for a paid social marketer.
Agent: At this scope, engagements typically run around 8 to 10,000amonth.
Agent: All in that covers the marketer's rate plus us.
Agent: No separate recruiting fee, no platform fee, nothing extra.
Agent: Most clients at this scope land around 9,000.
Agent: Does that range feel workable for you or is there a specific number I should stay within?
Jennifer Chidester: I would like to be under 5,000 unless they can take a significant amount of work off of the freelancers I'm already using.
Jennifer Chidester: Even if that means less hours, but just more focused work with great roi.
Agent: I hear you and that's a totally fair way to think about it.
Agent: Let me just share a bit of context on why the range I mentioned is what it is.
Agent: The 8 to 10,000 is all in.
Agent: No recruiting fee, no platform fee on top.
Agent: And when you compare it to what you'd pay an agency for the same caliber of work, or even factoring in the time you're currently losing training, freelancers who aren't quite the right fit.
Agent: A senior specialist who hits the ground running tends to pay for itself pretty quickly.
Agent: Plus there's a fully refundable two week trial, so there's no risk if the fit isn't right.
Agent: That said, I want to make sure we find something that works for you.
Agent: Could you stretch to 5,000amonth?
Agent: That's really the practical floor for getting a strong vetted specialist.
Agent: And at that level, we can still present the role to our marketplace and find you a solid match.
Agent: It won't get you the most senior tier, but it can still get you someone experienced who can take real work off your plate.
Jennifer Chidester: I'm open to considering that depending on the candidate.
Agent: That works and honestly, that's a reasonable way to approach it, we'd present the role to our marketplace at that budget and the team can share what the shortlist looks like.
Agent: So you can make a call from there.
Agent: And just so you know, the stronger the budget within that range, the more senior the specialists who'll want the role.
Agent: So there's always room to move up if the right person comes along.
Agent: One last thing.
Agent: How did you hear about marketer hire?
Jennifer Chidester: Instagram?
Agent: Great.
Agent: Glad the Instagram ads are working.
Agent: Okay, so here's what happens next.
Agent: We'll start matching right away, typically about two business days.
Agent: We'll send you the marketer's bio to review and if you're happy with the match, we go straight to signing the agreement and kicking off your two week trial.
Agent: The whole process is usually within about a week and the team will follow up by email with a recap and next steps.
Agent: We already have your contact details.
Agent: Is there anything else on your mind before we wrap up?
Jennifer Chidester: Yes, I'd like to ask you about something totally separate, which is more of a project for another client that's outside of our typical scope.
Jennifer Chidester: Do you work with any marketers who do traditional media relations, like traditional pr, media pitching?
Agent: That's a great question.
Agent: PR and media relations isn't a specialty we currently match for.
Agent: Our focus is really on digital marketing roles.
Agent: That said, that said, it's worth mentioning to the team when they follow up.
Agent: They may have some guidance or be able to point you in the right direction.
Agent: I wouldn't want to leave you without an answer on that, but otherwise it sounds like we've got a solid plan for the paid social piece.
Agent: Is there anything else before we close out?
Jennifer Chidester: That's it.
Agent: Wonderful.
Agent: This was really great.
Agent: Jennifer, thanks so much for taking the time today.
Agent: We'll get to work on finding the right match for you, and the team will follow up shortly with a recap and next steps.
Agent: Have a great rest of your day.
Agent: Ending the call now.

This packet defines the public brief structure, forbidden language, and public/internal separation rules.

open raw inputs/brief-template-rules-packet.md

# Compact Freelancer Brief Template And Public Rules

The public `job_brief_markdown` is the short brief freelancers see before deciding whether to engage. It should be quick to scan, specific enough to understand fit, and much shorter than the full Granola brief.

Compact public brief rules:
- Target 250-450 words. Absolute maximum: 650 words.
- Use 4-6 short sections with bullets. Do not use the old 8-section engagement brief structure.
- Prefer concrete scope, outcomes, channels, tools, team context, and must-have fit signals over background exposition.
- Omit empty/unknown sections entirely. Do not write placeholders such as 'not discussed' or 'recommend GM clarify'.
- Keep company overview to 1-2 bullets total.
- Keep POC/team context to one concise bullet unless it directly affects freelancer fit.
- Keep must-haves to the few criteria that would actually change who accepts or passes matching.
- Keep nice-to-haves optional and brief.
- No retainer, hourly, project fee, budget, pricing, media spend, or paid-media-budget language unless the role itself is paid media.
- No hours, weekly capacity, part-time/full-time, or workload percentage language.
- No internal-only commentary, no placeholders about missing information, no GM clarification notes, no XM/XA routing outside an appendix, and no visible AI-matching/meta labels.
- Never include the phrase 'Keywords for AI matching' or a similar matching-keywords section.
- Use the verified HubSpot company name in the brief title and company overview when available, unless the call explicitly says the brand is stealth, unnamed, or TBD.
- Use client/freelancer-facing language.
- If something is not discussed and is not required by the public brief, omit it rather than adding a placeholder.
Internal notes should preserve budget, routing, and other excluded details for matching analysis.

## Compact Brief Template

# Compact Engagement Brief Template

This file is the source of truth for the standard AImatch `job-brief.md`.
The Granola brief has its own separate template and should remain longer and
more detailed. This standard brief is intentionally compact: it is the fast,
freelancer-facing version someone can scan before deciding whether they want to
continue.

One role gets one standalone compact brief. Multi-role calls still produce one
brief per active role.

---

## Hard Rules

1. Audience is client and freelancer. Use polished, public-safe language.
2. Keep the public brief short: target 250-450 words, absolute max 650 words.
3. Do not use the old 8-section structure. Use the compact structure below.
4. Use bullets. Avoid long paragraphs.
5. Omit unknowns. Do not include placeholders like "not discussed" or "GM should clarify."
6. Do not include retainers, hourly rates, project fees, budget ranges, weekly hours, capacity, part-time/full-time language, or workload percentages.
7. Do not include internal routing, XM/XA codes, matching commentary, or "Keywords for AI matching."
8. Use the verified HubSpot company name when available unless the call explicitly says the brand is stealth, unnamed, or TBD.
9. Keep enough channel, tool, industry, and deliverable specificity for freelancer fit, but do not turn the brief into a requirements encyclopedia.
10. If media spend is directly relevant to a paid-media role, include it only as factual scope context and never as a freelancer fee or budget discussion. Otherwise omit spend entirely.

Internal notes should preserve budget, pricing, routing, uncertainty, and any
details excluded from the public brief.

---

## Compact Public Brief Structure

Use this structure unless the call clearly calls for a minor adjustment. Omit a
section if there is no useful signal for it.

```
MarketerHire Brief - {{company_name}} {{role_title}}

## Snapshot

- **Company:** {{1 bullet on what the company does, audience, market, and stage}}
- **Need:** {{1 bullet on why they are hiring now}}
- **Role:** {{1 bullet on the kind of marketer/freelancer they need}}

## What You'd Work On

- {{core responsibility or project}}
- {{core responsibility or project}}
- {{core responsibility or project}}
- {{optional fourth bullet only if important}}

## Must-Have Fit

- {{non-negotiable skill, channel, tool, industry, or working style}}
- {{non-negotiable skill, channel, tool, industry, or working style}}
- {{non-negotiable skill, channel, tool, industry, or working style}}

## Helpful Context

- **Tools/channels:** {{specific tools, platforms, channels, or content formats}}
- **Team/collaboration:** {{POC, collaborators, reporting line, decision-maker access, or review rhythm}}
- **Success signals:** {{specific KPI or outcome if discussed; otherwise omit this bullet}}
- **Nice-to-haves:** {{optional preferences, concise list; omit if weak}}
```

---

## Writing Guidance

- Lead with what matters to the freelancer: the company, the problem, the work,
  and what makes someone a strong fit.
- Keep company context tight. One strong company bullet is better than three
  generic background bullets.
- Merge overlapping details. For example, do not separately list "goals,"
  "deliverables," and "role-specific details" when one scope section can cover
  them.
- Use natural, specific terms such as B2B SaaS, DTC eCommerce, healthcare,
  lifecycle marketing, paid social, Meta Ads, Google Ads, Klaviyo, HubSpot,
  Shopify, Webflow, GA4, SEO, CRO, ABM, demand generation, positioning, UGC, or
  influencer marketing when supported by the call.
- Do not exaggerate scope. If the client wants a strategic operator, say so. If
  they want hands-on execution, say so. If they want both, frame the primary
  need first and keep it achievable.
- Keep must-haves strict and short. Preferences belong in Helpful Context.
- Never reveal matching mechanics, internal concerns, or operational notes.