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

Use this read-only HubSpot context as verified CRM evidence for company identity.
Prefer the verified company name/domain over generic transcript descriptors unless the transcript explicitly says the client is stealth, unnamed, or TBD.
If HubSpot and the transcript conflict, preserve the conflict in internal notes rather than inventing a merged fact.
- Deal ID: 62489767738
- Deal name: CU Auto Sales - Paid Search Marketer
- Company ID: 56544604494
- Company name: CU Auto Sales
- Company domain: cuautosales.com
- Company website: cuautosales.com
- Company description: CU Auto Sales LLC is a consumer-facing used-car dealership in Millcreek, UT, offering a wide selection of pre-owned vehicles, flexible financing options, trade-ins, and vehicle service; the site focuses on individual buyers and the car-buying experience.
- Primary contact: Bret Parkinson
- Primary contact company: CU Auto Sales

## Company Profile

### Company Profile

CU Auto Sales is an independent used-car dealership located in Salt Lake City, Utah. The company recently established a Google Merchant service account to deploy vehicle listing ads, aiming to drive consumer foot traffic to its dealership location.

## Point Of Contact

### Point of Contact

Bret Parkinson is the primary contact representing CU Auto Sales. He will actively manage and coordinate with the incoming marketer alongside an in-house employee.

## Budget

### Budget

*   **Monthly Ad Spend**: $1,500
*   **Marketer Compensation**: The client initially balked at a monthly fee estimate of $8,000 to $10,000, calling it "way over budget" for a part-time need. They estimated requiring 8 to 10 hours of work per month at around $100 per hour, eventually agreeing to MarketerHire's minimum hourly engagement threshold of $1,000 per month.

## Structured Budget Decision

# Structured Budget Decision

Schema: BudgetDecisionV3
Matching budget: $1,000/month
Basis: accepted_agent_range_scope_adjusted
Range: $1,000/month-$1,000/month
Hard cap: NONE
Billing model: hourly
Currency: USD
Confidence: high
Auto-QTB: needs_review (V3 budget requires review due to flags: sub_5k_hourly.)
Flags: sub_5k_hourly
Multi-role: no
Combined monthly investment: $1,000/month

Roles:
- Paid Search Marketer | original=paid search marketer | role_budget=$1,000/month | basis=accepted_agent_range_scope_adjusted | scope=light | billing=hourly | confidence=high | agent_range=$1,000/month-$1,000/month | flags=sub_5k_hourly

Evidence:
Paid Search Marketer: Bret agreed to the $1,000/month minimum for 8 to 10 hours of work on VLAs and Google Merchant optimization.

Notes:
Client rejected the standard $8k-$10k retainer estimate, opting for an hourly setup of 8-10 hours/month mapping to the $1,000 platform minimum.

## Timeline

### Timeline

*   **Target Start Date**: As soon as possible.
*   **Matching Process**: MarketerHire plans to deliver candidate bios for review within approximately two business days, with the onboarding process completing within a week.

## Tools Mentioned

### Tools Mentioned

*   **Google Merchant**: Account setup is complete but needs performance optimization.
*   **Google Analytics**: Currently implemented and in use.
*   **DealerCenter**: Used as the dealership management service software to pull and feed vehicle inventory to Google Merchant.
*   **Google Ads / Vehicle Listing Ads (VLAs)**: The core ad-delivery channel being optimized.

## Transcript

# Matching Agent <> Bret Parkinson
Meeting ID: 01KX6MCJ6G5AZE1MJQT1RCPV5Q
Date: 2026-07-10T18:25:00.000Z
Host: raaja@marketerhire.com
Agent: Hey, Brett Parkinson.
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?
Bret Parkinson: You can describe how you work?
Agent: Sure.
Agent: So at a high level, Marketer Hire connects companies with senior pre vetted freelance marketing experts who can drop in and start fast with very little onboarding needed.
Agent: A few things that set us apart.
Agent: You know, we're pretty selective.
Agent: We accept less than 1% of marketers who apply.
Agent: And every marketer is vetted both by our Team and by another expert marketer who's already completed successful client engagements on the platform.
Agent: So the caliber is genuinely high.
Agent: We're talking people like the former head of paid search at Airbnb or the former CMO of Upwork freelancing through us.
Agent: The other big thing is speed and flexibility.
Agent: We can Matching you in as little as two business days.
Agent: It's month to month with a simple 30 day notice to cancel.
Agent: And there's a two week trial that fully refundable if the fit isn't right, so there's really no risk to try it.
Agent: Does that give you a good enough picture or any questions before we dig into your situation?
Bret Parkinson: No, that good enough.
Agent: Great.
Agent: Let's dive in then.
Agent: Can you give me a quick overview of the company, what you do, and what stage you're at?
Bret Parkinson: We are a independent used car dealership.
Bret Parkinson: We're in Salt Lake City, Utah.
Agent: Got it, thanks.
Agent: And what are your current marketing challenges?
Agent: What are you trying to accomplish?
Bret Parkinson: So we set up a Google Merchant service account and then set up the vehicle listing ads to go along with it.
Bret Parkinson: And we're just not having good results, so I need to hire an expert in that area.
Agent: Okay, that makes sense.
Agent: So you've got the infrastructure in place, but the performance just isn't where you need it to be.
Agent: What does your current marketing setup look like beyond that?
Agent: Is there anyone in house managing it or have you been handling it yourself?
Bret Parkinson: We have somebody in house managing it, but they're kind of new to us, so just trying to figure it out.
Agent: Got it.
Agent: So you've got someone in house, but they need some expert support to really get it dialed in.
Agent: Which channels are you focused on beyond the vehicle listing ads?
Agent: Are you running any other paid search?
Agent: Paid Social.
Agent: Anything else or is this pretty much the main focus right now?
Bret Parkinson: This is the main focus right now.
Agent: Okay, makes sense.
Agent: What would success look like in the first 60 to 90 days?
Agent: Like what metrics are you watching?
Agent: Is it more leads calls, Foot traffic to the dealership, Something else.
Bret Parkinson: Foot traffic to the dealership.
Agent: Perfect.
Agent: That's a clear goal.
Agent: How soon are you looking to get someone started?
Bret Parkinson: As soon as possible.
Agent: Great.
Agent: We can move fast on that.
Agent: And will you be working with this marketer directly or will it be your in house person coordinating with them?
Bret Parkinson: It'll be both of us.
Agent: Got it.
Agent: And roughly what are you spending on ad budget each month?
Agent: Just the ad spend itself, separate from what you'd pay the marketer.
Bret Parkinson: ad spend alone is $1,500 is what we have the budget set at.
Agent: Okay, good to know.
Agent: What tools or platforms are you working in beyond Google Merchant?
Agent: Are you using anything like Google Analytics, a CRM, anything like that?
Bret Parkinson: We have Google Analytics, yes.
Bret Parkinson: Because of the way vehicle listing ads work.
Bret Parkinson: That has to have a.
Bret Parkinson: Has to be pulled out of our dealer management service software.
Bret Parkinson: So we use Dealer center.
Agent: Got it.
Agent: Dealer center pulling the inventory feed into Google Merchant.
Agent: That makes sense for vehicle listing ads.
Agent: And how big is the Team the marketer would be plugging into and who would they be reporting to?
Bret Parkinson: Same person.
Bret Parkinson: Just the one person.
Agent: Okay, so it'd be a pretty lean setup.
Agent: The marketer working closely with your in house person and reporting to you.
Agent: Is this a net new effort or are you trying to fix and scale something that already running?
Bret Parkinson: It's a net new effort.
Agent: Got it.
Agent: And in terms of scope, how much work are you envisioning?
Agent: Is this pretty focused like optimizing the vehicle listing ads and Google Merchant setup, or do you see it expanding from there?
Bret Parkinson: Optimizing it at first, but if it does well and they have other suggestions, I'd be happy to review those and possibly move forward with them.
Agent: That makes sense.
Agent: Focus scope to start with, room to grow.
Agent: Based on everything you've shared, I think a paid search marketer is the right fit here.
Agent: Someone who specializes in Google Ads and has experience with vehicle listing ads specifically.
Agent: They can audit what's set up, fix what's not performing, and get your feed and campaigns optimized to drive more Foot traffic.
Agent: Does that sound like what you're looking for?
Bret Parkinson: Yep.
Agent: Great.
Agent: Are you evaluating any other options for this right now?
Agent: Other platforms, agencies, anything like that?
Bret Parkinson: You're the first one I've reached out to, but yeah, I'm evaluating other sources.
Agent: Totally fair.
Agent: Makes sense to shop around.
Agent: So let me give you a sense of what this looks like on the pricing side for a paid search marketer.
Agent: At the scope you've described focused on optimizing your vehicle listing ads and Google Merchant setup.
Agent: Engagements typically run around 8 to 10,000amonth.
Agent: All in that one number covers the marketer's rate plus marketer hire.
Agent: No separate recruiting fee, no platform fee, nothing extra.
Agent: Does that range work for you or is there a specific number you're working within?
Bret Parkinson: Yeah, this is a super part time thing.
Bret Parkinson: That rate sounds like a full time person.
Bret Parkinson: I'm thinking it's maybe going to take them a couple hours a week at most.
Bret Parkinson: So that way over budget.
Agent: That's totally fair and I appreciate you being upfront about that.
Agent: So just to make sure I understand, are you thinking more in the range of a few hundred a month or do you have a number in mind?
Bret Parkinson: Don't really have a number in mind, but I'm thinking like if it takes a couple hours a week, so maybe, I don't know, let's call it 8 to 10 hours per month and whatever the going rate is, I don't know, 100 bucks an hour, that would seem reasonable to me.
Agent: That makes total sense.
Agent: And honestly your math is pretty reasonable for the scope you're describing.
Agent: For a lighter engagement like that, we can work on an hourly basis.
Agent: The exact hourly rate depends on the marketer and we share that at Match, but we do have a minimum of 1,000amonth.
Agent: So if it's eight to 10 hours a month, you'd likely land right around that minimum range, which sounds like it could work for what you're describing.
Agent: Does that feel more in line with what you had in mind?
Bret Parkinson: Yes.
Agent: Perfect.
Agent: And just so you know, it's still month to month with a simple 30 day notice.
Agent: And you'd have the two week trial that fully refundable if the fit isn't right, so no risk to try it out.
Agent: In terms of next steps, we'd start matching right away, typically about two business days.
Agent: And then we'd send you the marketer's bio to review.
Agent: If you're happy with the Matching, we go straight to signing the agreement and kicking off your trial.
Agent: The whole process is usually wrapped up within about a week.
Agent: 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?
Bret Parkinson: No, sounds like it.
Agent: This was really great.
Agent: Thanks so much for taking the time today, Brett.
Agent: We'll get to work finding the right Matching for you and the Team will be in touch shortly.
Agent: Have a great rest of your day.
Bret Parkinson: Thanks, bud.
Agent: Take care.
Agent: Bye.

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.