V2 Production Pipeline running
Matching Agent <> James Overby - canonical v2 artifacts under api-v2/.
Started: Jul 09, 2026, 03:44 PM - Completed: Unknown - Mode: production artifacts (raw manifest mode retained)
Active V2 Production Roles
Social Media Manager active
Execution-focused social media operator responsible for growing and managing LinkedIn and Instagram channels. Core responsibilities: post 1/day on Instagram (from scratch), post a few times/week on LinkedIn, build channel follower growth to demonstrate company credibility. No strategy development required—only execution and content posting. Success metrics: follower growth, engagement, polished consistent presence over 60-90 days. Day-to-day contact: James Overby. Budget: $5,000/month retainer with 2-week trial and 100% refund guarantee.
Confidence: high - Priority: 1
Skipped / Gated Roles
Email Marketing / Database Builder future
James explicitly stated email database building is 'not even necessary out of the gate' and 'not urgent.' This is a future expansion to explore after social media execution is established.
Source quotes
- I also don't think it could hurt to build like a email database at some point where we're, you know, kind of emailing people, you know, happy 4th of July kind of thing. Just to continue as another touch point from the organization. But that's not even necessary out of the gate.
- The email piece is a nice to have down the road, not urgent.
Company Enrichment missing
enrichment manifest v2 enrichment JSON raw context input quality gate JSON
ENOENT: no such file or directory, open '/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/enrichment/enrichment-manifest.json'
No enrichment manifest found.
Typeform Quality Gate unknown
Form-Fill Matches not run
No form-fill match artifacts found. Matching is disabled unless run manually or enabled with AIMATCH_TYPEFORM_MATCHING_ENABLED.
Lead Recap
ENOENT: no such file or directory, open '/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/lead-recap/draft.json'
Publish
ENOENT: no such file or directory, open '/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/publish/publish.json'
V2 Context Files 12
company-profile.md raw
The SHO Agency
Company Overview:
The SHO Agency is a boutique consulting firm specializing in Formula 1 and NASCAR partnerships. Founded and led by James Overby, who has prior experience at Mercedes F1 and Williams F1, the agency is one of the few US-based firms with this level of motorsports expertise.
Company Size:
3 employees total.
Business Model:
The firm specializes in product integrations where technology companies become official partners and paying customers of F1 and NASCAR teams. Examples include:
- Eight Sleep as the official sleep mattress of Aston Martin (with performance studies)
- Arctic Wolf as the official tech partner of Altium (data protection)
- Elastic as the official AI partner of Audi F1
The integration model is positioned as a significant differentiator in the motorsports sponsorship space.
Market Performance:
The agency has closed 14 deals in the last 18 months, which exceeds the deal count of larger competitors like Wasserman in the same space.
Primary Focus:
US-based companies seeking product integration with motorsports teams.
poc.md raw
Primary Point of Contact
Name: James Overby
Role: Founder and Principal at The SHO Agency
Background:
James has extensive experience in the motorsports industry, having previously worked at Mercedes F1 and Williams F1. He is one of the few people in the US with direct F1 team experience.
Involvement in This Engagement:
James will be the direct day-to-day contact for the hired social media manager. All communication and collaboration will flow through him.
attendees.md raw
Call Attendees
Client Side:
- James Overby, Founder of The SHO Agency
MarketerHire Side:
- AI Matching Agent (operating as the MarketerHire intro/matching assistant)
Call Context:
This was an intro call conducted via the MarketerHire AI matching system on July 9, 2026. James is the sole representative of The SHO Agency and has decision-making authority for hiring.
budget.md raw
Budget & Pricing
Initial Request:
James indicated that everything he's been told suggests the scope should cost around $4,000/month all-in.
MarketerHire Proposal:
The agent presented the standard rate for a social media manager in this scope at $6,000–$7,000/month all-in, which includes the marketer's rate plus MarketerHire's fee. This covers:
- No separate recruiting fee
- No platform fee
- No cancellation fee
- Month-to-month engagement
- 30-day cancellation notice
- 2-week trial with 100% refund if not a fit
Negotiation:
James pushed back strongly, stating $6,000–$7,000 was double what he expected. The agent countered that $5,000/month was the practical floor for retainer engagements, offering an hourly alternative at $1,000/month minimum if he couldn't stretch to $5,000.
Final Agreement:
James agreed to proceed at $5,000/month on the retainer model with the standard terms (2-week trial, 100% refund, month-to-month, no hidden fees).
timeline.md raw
Timeline
Desired Start Date:
James stated he wants the social media manager to start "as soon as possible."
MarketerHire Process:
- Matching: Usually about 2 business days to identify and send the marketer's bio for review
- Review & Agreement: Following approval of the match, the team moves to signing the agreement
- Trial Kickoff: Once agreement is signed, the 2-week trial begins
- Total Process: Typically completed within about one week from the end of this call
Next Steps:
The team will follow up by email with a recap and next steps. The matching process starts immediately.
decisions.md raw
Key Decisions
Primary Decision:
James Overby committed to engaging MarketerHire for a social media manager role at $5,000/month on a month-to-month retainer basis.
Decision Drivers:
- After hearing the value proposition (full-time specialist, no separate recruiting fee, 2-week trial with 100% refund, month-to-month flexibility), James agreed to the $5,000 floor rather than the $4,000 he originally wanted.
- The agent successfully reframed the pricing by emphasizing the all-in nature, the senior specialist level, and the trial + refund guarantee.
- James acknowledged the rationale: "You've been incredible and I'm happy to work with you guys."
Agreement Terms:
- Retainer: $5,000/month
- Structure: Month-to-month with 30-day cancellation notice
- Trial: 2 weeks with 100% refund guarantee if not a fit
- Fees: All-in (no recruiting fee, platform fee, or hidden costs)
Next Action:
MarketerHire will begin matching immediately, typically sending the marketer bio within 2 business days.
open-questions.md raw
Open Questions
None identified. The call covered all core topics:
- Company background and needs: Clarified
- Role scope (social media manager for LinkedIn & Instagram): Confirmed
- Success metrics (follower growth, engagement, consistent presence): Aligned
- Timeline (ASAP): Stated
- Budget: Negotiated and agreed at $5,000/month
- Day-to-day contact: Identified as James himself
- Process and terms: Reviewed and accepted
James explicitly stated at the end: "No." when asked if there was anything else on his mind, indicating full clarity on the engagement.
competitors.md raw
Competitors & Alternative Options
Competing Evaluations:
James confirmed he is evaluating other options for the social media manager role: "I am" (evaluating other options). However, he declined to provide specifics: "I'm going to avoid answering that." The agent respected this boundary.
Industry Competitor Referenced:
James mentioned Wasserman as a competitor in the motorsports sponsorship/agency space. He noted that The SHO Agency has closed 14 deals in 18 months, exceeding Wasserman's deal count in the space. However, Wasserman is not necessarily being evaluated as a direct alternative for the social media manager role.
Implication:
James is likely evaluating other freelance platforms, agencies, or independent contractor options for social media management, but chose not to disclose them.
objections.md raw
Objections & Resolution
Primary Objection: Price
James objected to the initial $6,000–$7,000/month quote, stating: "No, that seems to be double the price of what something like this should cost. Everything, I've been told should be around 4k for what I'm asking for."
Underlying Concern:
His market expectation was $4,000/month for a social media manager handling a few posts a week across two channels. The MarketerHire quote felt double what he anticipated.
Agent's Response:
The agent:
- Acknowledged the concern and appreciated his directness
- Explained the all-in nature: marketer's rate + MarketerHire, no separate fees
- Contrasted with alternatives: traditional agencies with juniors and long-term lock-ins vs. MarketerHire's senior specialist, month-to-month, 30-day cancellation
- Highlighted risk mitigation: 2-week trial with 100% refund guarantee
- Set a firm floor: $5,000/month as the practical minimum for retainer engagements
- Offered an alternative: hourly engagement at $1,000/month minimum (though less suitable for his needs)
Resolution:
James agreed to $5,000/month after the agent explained the value, efficiency, and low-risk trial structure. He committed: "Let's look at what you have for 5,000."
tools-mentioned.md raw
Tools & Platforms Mentioned
Social Platforms (Not Tools per se):
- LinkedIn: The primary channel for content. James has grown the page to 700+ followers and wants to scale it further (goal: "a few thousand").
- Instagram: Planned new channel to be launched from scratch, with posting frequency of roughly 1 post per day initially.
Email (Future, Not Tools-Specific):
James mentioned wanting to build an email database at some point for outreach (e.g., "happy 4th of July kind of thing") as another touch point, but noted this is not urgent and can come later.
No Specific Tools Named:
No CRM, email platform (Mailchimp, HubSpot, Klaviyo, etc.), content calendar tool (Buffer, Later, etc.), or analytics tool was mentioned. The focus was purely on the strategic need (grow social presence, execute content, build credibility) rather than the tooling.
related-deals.md raw
Related Deals & Prior Engagements
Prior Engagements with MarketerHire:
None mentioned. This is the initial engagement discussion.
The SHO Agency's Client Deals (Not MarketerHire-Related):
James highlighted successful partnerships his firm has brokered:
- Eight Sleep → Aston Martin (official sleep mattress, performance studies)
- Arctic Wolf → Altium (official tech partner, data protection)
- Elastic → Audi F1 (official AI partner)
These are examples of his agency's product integration model in action, not deals with MarketerHire.
Context:
James mentioned closing 14 deals in 18 months to justify the need for stronger social media presence and credibility building. The hired social media manager is intended to support lead generation and credibility for future deals, not a consequence of prior MarketerHire work.
case-study-shortlist.md raw
Case Study Shortlist
No case studies mentioned or requested.
The agent did not present case studies, and James did not ask for them. The engagement process is structured as follows:
- MarketerHire matches candidates (2 business days)
- Agent sends the marketer's bio for James to review
- If approved, agreement signing and trial kickoff
- 2-week trial with 100% refund guarantee
This practical trial approach appears to be MarketerHire's primary evidence mechanism, rather than pre-engagement case studies.
V2 Inputs And Packets
Legacy Comparison
No comparison/report.md found.
GLM Shadow
No GLM shadow artifacts found for this run.
V2 Stage Timeline
| Stage | Status | Completed | Duration | Attempts | Model | Prompt Version | Input / Output Tokens | LLM Latency | Validation | Request IDs | Files / Errors |
|---|---|---|---|---|---|---|---|---|---|---|---|
| inputs | completed | Jul 09, 2026, 03:44 PM | 0s | 0 | 0 / 0 | ok | - |
-
1 outputs{
"input_files": [],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/transcript.md"
]
} |
|||
| hubspot-context | completed | Jul 09, 2026, 03:44 PM | 1s | 0 | 0 / 0 | ok | - |
-
1 outputs{
"input_files": [],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/hubspot-context.json"
]
} |
|||
| context-distillation | completed | Jul 09, 2026, 03:45 PM | 44s | 1 | anthropic / claude-haiku-4-5-20251001 / low | context-distillation:v2-hubspot-context | 4696 / 4990 | 44s | ok | req_011Ccrjx6VU3rpM1qGEDjDTV / msg_011Ccrjx8wZaobzacsAtKCUE |
-
2 inputs / 2 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/transcript.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/hubspot-context.json"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/context/context.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/context-md"
]
} |
| budget-decision | completed | Jul 09, 2026, 03:45 PM | 17s | 1 | anthropic / claude-haiku-4-5-20251001 / low | budget-decision:v3-per-role-scope-policy | 7863 / 1618 | 17s | ok | req_011Ccrk1LySoCkPKG5GrsZtj / msg_011Ccrk1MrGsT7aYkW46E4Wx |
-
4 inputs / 1 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/context/context.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/context-md/budget.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/transcript.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/hubspot-context.json"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/budget/budget-decision.json"
]
} |
| role-detection | completed | Jul 09, 2026, 03:45 PM | 10s | 1 | anthropic / claude-haiku-4-5-20251001 / low | role-detection:v2-active-gate | 5397 / 782 | 10s | ok | req_011Ccrk2deKp78KpeGfgnZwP / msg_011Ccrk2eo2krA3KojLzvMhq |
-
1 inputs / 1 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/call-evidence-packet.md"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/roles-detected.json"
]
} |
| lead-recap-draft | completed | Jul 09, 2026, 03:45 PM | 0s | 0 | 0 / 0 | ok | - |
-
3 inputs / 1 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/context/context.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/roles-detected.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/active-roles.json"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/lead-recap/skipped.json"
]
} |
|||
| brief:social-media-manager | completed | Jul 09, 2026, 03:46 PM | 34s | 1 | anthropic / claude-sonnet-4-6 / medium | role-brief:v3-compact-prefix | 6882 / 1479 | 34s | ok | req_011Ccrk3LRFxCxrScvY4ddxt / msg_011Ccrk3LtHxwGR8y2UABQBr |
-
2 inputs / 4 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/call-evidence-packet.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/brief-template-rules-packet.md"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/brief.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/job-brief.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/internal-notes.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/formData.json"
]
} |
| granola-brief:social-media-manager | completed | Jul 09, 2026, 03:47 PM | 55s | 1 | anthropic / claude-sonnet-4-6 / medium | granola-brief:v1-prefix | 7906 / 2555 | 55s | ok | req_011Ccrk5pXkmzE5fVTVRbLp4 / msg_011Ccrk5q226uMTXULfE5rBp |
-
4 inputs / 2 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/call-evidence-packet.md",
"/opt/aimatch/app/aimatch/playbooks/granola-brief-template.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/job-brief.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/internal-notes.md"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/granola-brief.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/granola-brief.md"
]
} |
| brief-qc:social-media-manager | completed | Jul 09, 2026, 03:47 PM | 20s | 1 | anthropic / claude-sonnet-4-6 / medium | brief-qc:v1-prefix | 6193 / 985 | 20s | ok | req_011Ccrk9r493gUsTSwT3Ck3e / msg_011Ccrk9rUwHDoftmZAuh7Qs |
-
2 inputs / 2 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/call-evidence-packet.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/role-brief-internal-packet.md"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/brief-qc.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/brief-qc.md"
]
} |
| requirements:social-media-manager | completed | Jul 09, 2026, 03:47 PM | 28s | 1 | anthropic / claude-sonnet-4-6 / medium | requirements:v1-prefix | 6253 / 1667 | 28s | ok | req_011CcrkBJjnASFeWm2FEwQPQ / msg_011CcrkBKCKPqzgnPnhuaXHj |
-
2 inputs / 1 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/inputs/call-evidence-packet.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/role-brief-internal-packet.md"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/classified-requirements.json"
]
} |
| search-plan:social-media-manager | completed | Jul 09, 2026, 03:47 PM | 5s | 1 | anthropic / claude-haiku-4-5-20251001 / low | search-plan:v1 | 3536 / 523 | 5s | ok | req_011CcrkDPrf8hz8UbeQqormj / msg_011CcrkDQ7J755n5G9bHf9Qe |
-
1 inputs / 1 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/classified-requirements.json"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/search-plan.json"
]
} |
| sourcing:social-media-manager | completed | Jul 09, 2026, 03:49 PM | 1m 12s | 0 | 0 / 0 | ok | - |
-
1 inputs / 5 outputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/search-plan.json"
],
"output_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/candidates-structured.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/candidates-companies.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/candidates-channels.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/candidates-content.json",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/merged-ranked.json"
]
} |
|||
| candidate-evaluation:social-media-manager:egb08so_at_gmail_com | running | Jul 09, 2026, 03:49 PM | 0 | 0 / 0 | ok | - |
-
3 inputs{
"input_files": [
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/candidate-evaluation-role-packet.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/profiles/egb08so_at_gmail_com.md",
"/var/lib/aimatch/artifacts/cd07d090-a7fa-46d2-93dd-1046b81a13b8/api-v2/roles/social-media-manager/classified-requirements.json"
],
"output_files": []
} |
V2 Models
| Pipeline area | Model | Effort |
|---|---|---|
| context | claude-haiku-4-5-20251001 | low |
| roles | claude-haiku-4-5-20251001 | low |
| brief | claude-sonnet-4-6 | medium |
| qc | claude-sonnet-4-6 | medium |
| requirements | claude-sonnet-4-6 | medium |
| searchPlan | claude-haiku-4-5-20251001 | low |
| candidateEval | claude-sonnet-4-6 | medium |
| fallback | claude-opus-4-8 | medium |
V2 Cost
No cost summary found in manifest.json.