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: 62440943427
- Deal name: Voice Agent - name

## Company Profile

The prospect operates a growth stage job board. They are actively scaling their marketing efforts with significant paid media investment. The company currently maintains an in-house marketing team supplemented by freelancers and is actively seeking to expand their paid social capabilities.

## Point Of Contact

The prospect provided their contact information during platform signup. The MarketerHire team indicated they have existing contact details and will follow up by email post-call with recap and next steps. No specific title, department, or additional stakeholders were discussed.

## Budget

The prospect initially stated they do not need full-time engagement and proposed a part-time budget of $2,000–$5,000 per month. MarketerHire quoted $8,000–$10,000 per month for a standard paid social specialist scope. The prospect rejected that range as too high for their needs. MarketerHire presented two options: (1) accept $5,000/month (firm practical floor for most roles on monthly retainer) for a focused Meta scope, or (2) accept a lighter hourly option with a $1,000/month minimum. The prospect accepted the $5,000/month retainer: 'Workable, perfect.' This is a flat monthly fee, month-to-month with 30-day notice, and includes a two-week fully refundable trial.

## 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: high
Auto-QTB: auto_apply (Single-role Paid Social Media Marketer budget is 5000/month with high confidence and no V3 high-risk flags.)
Flags: budget_negotiated_take_final, scope_meta_focused_single_channel
Multi-role: no
Combined monthly investment: $5,000/month

Roles:
- Paid Social Media Marketer | original=paid social media marketer | role_budget=$5,000/month | basis=hard_cap | scope=standard | billing=retainer | confidence=high | agent_range=$8,000/month-$10,000/month | flags=budget_negotiated_take_final,scope_meta_focused_single_channel

Evidence:
Paid Social Media Marketer: Agent recommended 'paid social media marketer' who 'specializes in Meta, can optimize your existing campaigns and scale into new audiences.' Agent quoted $8,000–$10,000 for standard scope. Prospect rejected that range. Agent offered $5,000/month as practical floor for 'focused meta scope.' Prospect accepted: 'Workable, perfect.' Final agreed budget: $5,000/month, flat monthly retainer, month-to-month with 30-day notice.

Notes:
Prospect manages hundreds of thousands in monthly ad spend across paid search and Meta. Initial pricing objection ($8,000–$10,000 too high) resolved through contextualization of value, low-risk trial structure, and month-to-month flexibility. Final agreement: $5,000/month retainer for focused Meta specialist, month-to-month contract with 30-day cancellation and two-week refundable trial. Prospect ready to proceed within two weeks."antml:parameter>
</invoke>

## Timeline

The prospect indicated they needed someone to start 'in a couple of weeks,' which aligns with MarketerHire's standard timeline. The AI agent confirmed this is 'very doable.' MarketerHire's process involves matching within approximately two business days, sending the marketer bio for review, then proceeding to agreement signing and two-week trial kickoff. The full process is typically wrapped up within about one week, which the agent noted lines up perfectly with the prospect's stated timeline.

## Tools Mentioned

The prospect is actively running campaigns on Meta and Google Search (paid search). Monthly ad spend across these channels totals in the hundreds of thousands of dollars range. The success metric is growth without dramatic growth in customer cost per acquisition (CPA). The specialist being matched will focus primarily on Meta campaign management and scaling, though paid search was mentioned as a channel the prospect is already using.

## Transcript

# Matching Agent <> name
Meeting ID: 01KX3FB3767S4W5WQBVREY3QF7
Date: 2026-07-09T13:00:00.000Z
Host: raaja@marketerhire.com
Agent: Hey, name.
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's 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?
name: Describe first?
Agent: Sure.
Agent: So Marketer Hire is essentially the go to platform for premium freelance marketing talent in the us.
Agent: A few things that set us apart.
Agent: We're really selective.
Agent: Thousands of marketers apply every month and we accept less than 1%.
Agent: Every marketer's is vetted by our team and by another expert marketer's who's already done successful client work 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 we match true channel specialists, not generalists.
Agent: So if you need someone for paid social or email or SEO, you're getting someone who lives and breathes.
Agent: And the last piece, it's really low risk.
Agent: We match you in about two business days.
Agent: It's month to month with a simple 30 day notice.
Agent: And there's a two week trial that's fully refundable if the fit isn't right.
Agent: So that's the quick version.
Agent: Now I'd love to flip it around and hear about you.
Agent: Can you give me a quick overview of the company and what you do and what stage you're at?
name: Can you first tell me about the price?
Agent: Totally happy to get into pricing and I will cover it in detail once I understand your needs a bit better.
Agent: Because the rate really depends on the role and the scope of work.
Agent: That way I can give you a number that's actually relevant to your situation rather than a generic range.
Agent: So let's start there.
Agent: Can you give me a quick overview of the company and what stage you're at that that'll help me get to a precise number for you pretty quickly.
name: I need to just work on paid search and in Meta ads we're spending like several thousands hundred thousand dollars per month.
name: It's a marketing budget, so we want to scale.
Agent: Got it.
Agent: So you're running paid search and paid social on Meta spending in the hundreds of thousands a month on ad budget and the goal is to scale.
Agent: That's a solid foundation to work with.
Agent: Can you tell me a bit more about the company itself, what you do and what stage you're at like, are you a startup?
Agent: Growth stage, More established.
name: Growth stage.
name: Where?
name: Job board.
Agent: Got it.
Agent: A growth stage job board.
Agent: That makes sense for the paid channels you mentioned.
Agent: What does your marketing function look like today?
Agent: Do you have an in house team?
Agent: Are you working with an agency?
Agent: Or is it more of a freelancer setup?
Agent: Right now we have an in house.
name: Team and couple of freelancers.
Agent: Okay, so a mix of in house and freelancers.
Agent: And what's the gap you're looking to fill?
Agent: What are your current marketing challenges, what's not working or what do you need more of?
name: We need more expertise in Meta.
Agent: That makes sense.
Agent: And at that ad spend level, having a true Meta specialist can make a big difference.
Agent: Is the goal mainly to improve performance on existing campaigns or are you also looking to expand into new audiences or ad formats?
name: Both.
Agent: Got it.
Agent: And what would success look like in the first 60 to 90 days?
Agent: How do you measure it?
Agent: Are you thinking in terms of cost per acquisition?
Agent: Roas?
Agent: Something else.
name: Growth without dramatic growth of user or customer cost per acquisition.
Agent: Perfect.
Agent: So scaling volume while keeping CPA in check, that's a clear North Star.
Agent: How soon are you looking to get someone started?
name: In a couple of weeks.
Agent: Great.
Agent: That's very doable with our timeline.
Agent: And will you be working with this marketer's directly or will it be someone else on your team?
name: Doesn't matter.
Agent: Got it.
Agent: And roughly how much work are you thinking?
Agent: Is this a focused engagement, mainly Meta ads management, or is there more to it, like creative strategy, reporting, maybe paid search support too?
name: It's more about Meta.
Agent: Okay, so primarily focused on Meta managing and scaling those campaigns.
Agent: Is this more about optimizing what's already running or is there a net new build involved too?
name: Can I just jump to the stop asking me questions.
Agent: Of course.
Agent: Based on what you've shared, I'd recommend a paid social media marketer's.
Agent: Someone who specializes in Meta, can optimize your existing campaigns and scale into new audiences, all while keeping your CPA in check.
Agent: That's exactly the profile we match for this kind of engagement.
Agent: For a paid social specialist at your scope, engagements typically run around 8 to 10,000amonth.
Agent: All in, that covers the marketer's rate plus us.
Agent: No separate fees.
Agent: Most clients at a standard scope land around 9,000.
Agent: Does that range work for you or is there a specific number you'd like to stay within?
name: Absolutely not.
Agent: That's fair.
Agent: Can you tell me more about what you had in mind?
Agent: Is it the overall number that feels high or is there a specific budget.
name: You're working with well, overall number is too high, like from 8 to 10,000 per month.
name: It's too much.
Agent: I hear you.
Agent: Just to give you some context.
Agent: And that number is fully loaded, meaning it covers the marketer's rate plus our fee.
Agent: No recruiting fee, no platform fee, nothing extra on top.
Agent: And when you compare it to a full time hire, a senior paid social specialist would run well into six figures in salary plus benefits and recruiting costs.
Agent: With weeks of ramp time here, it's month to month productive almost immediately.
Agent: And then the two week trial is fully refundable if the fit isn't right.
Agent: Given you're managing hundreds of thousands in ad spend, a specialist at that level can move the needle pretty quickly.
Agent: Even a small improvement in ROAS or CPA at that scale more than pays for itself.
Agent: That said, what range were you thinking?
Agent: That'll help me understand what we're working with.
name: From I don't need full time, I need part time.
name: So like 2 or 4 or 5,000.
name: Maybe 3.
name: 5.
Agent: Got it.
Agent: That makes sense.
Agent: So you're thinking more of a lighter part time engagement somewhere in the 2 to 5,000amonth range.
Agent: I'll be honest with you.
Agent: Our practical floor for most roles is around 5,000amonth on a monthly retainer.
Agent: If you're closer to that 5,000 mark, we can still present the role to our marketplace and get you a strong match for a focused metascope.
Agent: If you're adamant you can't reach 5,000.
Agent: We do have a lighter hourly option with a minimum of 1,000amonth.
Agent: The exact hourly rate would be shared at Match.
Agent: But honestly, for the ad spend you're managing, I'd encourage you to think about the 5,000 level.
Agent: You'd get a more senior specialist and a better shortlist to choose from.
Agent: Does 5,000 feel workable or is that still a stretch?
name: Workable, perfect.
Agent: So at 5,000amonth, we can get you matched with a solid Meta specialist focused on scaling your campaigns and keeping that CPA in check.
Agent: It's a flat monthly fee for the agreed scope month to month with a simple 30 day notice.
Agent: Here's what happens next.
Agent: We start matching right away, typically about two business days.
Agent: We'll send you the marketer's bio to review and once 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 wrapped up within about a week, which lines up perfectly with your timeline.
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?
name: How will you contact me?
Agent: The team will follow up with you by email.
Agent: We already have your contact details from when you signed up, so you should hear from them shortly after this call with a recap and next steps.
Agent: Anything else you'd like to know before we close out?
name: No.
Agent: Ending the thanks so much for your time today.
Agent: We'll get to work on finding the right Meta specialist for you.
Agent: Have a great rest of your day.

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.