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: 62494913596
- Deal name: Remedy Displays - Scott N
- Company ID: 56545475112
- Company name: Remedy Displays
- Company domain: remedydisplays.com
- Company website: remedydisplays.com
- Primary contact: Scott N
- Primary contact company: Remedy Displays

## Company Profile

### Company Profile

* **Name/Domain:** Remedy Displays (remedydisplays.com)
* **Age:** 3 years old
* **Business Model:** E-commerce displays, selling ancillary products for the cannabis industry. 
* **Special Considerations:** Because they are an ancillary cannabis brand ("We don't touch the plant"), they run into ad platform restrictions regarding the use of the word "cannabis".

## Point Of Contact

### Point of Contact (POC)

* **Name:** Scott N
* **Role:** Business Owner / Operator
* **Involvement:** He will be working directly with the marketer as a one-person team on the client side.

## Budget

### Budget

* **Ad Spend:** $0 / Month ("Nothing right now").
* **Marketer Fee Budget:** $2,000 - $3,000 per month.
* **Agent Quote:** $10,000 - $12,000 per month for a growth marketer, leaving a significant budget gap.

## Structured Budget Decision

# Structured Budget Decision

Schema: BudgetDecisionV3
Matching budget: $2,500/month
Basis: stated_by_lead_range_midpoint
Range: $2,000/month-$3,000/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: $2,500/month

Roles:
- Growth Marketer | original=growth marketer | role_budget=$2,500/month | basis=stated_by_lead_range_midpoint | scope=unclear | billing=hourly | confidence=high | agent_range=$10,000/month-$12,000/month | flags=sub_5k_hourly

Evidence:
Growth Marketer: scott: 2,000?
scott: 3,000.

Notes:
There is a significant budget mismatch. The client wants a Growth Marketer but only has $2,000 to $3,000 per month, whereas the agent quoted $10,000 to $12,000 per month.

## Timeline

### Timeline

* **Desired Start Date:** Immediately.
* **Key Milestones:** Target of generating 5 warm leads and 2 closed sales within the first 60 to 90 days.

## Tools Mentioned

### Tools Mentioned

* **Current Tool Stack:** None.

## Transcript

# Matching Agent <> scott
Meeting ID: 01KX6VWYKS9MR6WYBQYGQ9S4V3
Date: 2026-07-10T20:35:00.000Z
Host: raaja@marketerhire.com
Agent: Hey Scott, 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?
Agent: Hey, I can't seem to hear you.
Agent: Could you check if your microphone is connected and unmuted?
Agent: I'm picking up some sound, but having trouble making out what you're saying.
Agent: Could you try speaking a bit louder or moving closer to your mic.
scott: Here?
Agent: Great, I can hear you now.
Agent: So would you like a quick overview of how Marketer Hire works or would you rather.
Agent: Great.
Agent: So at a high level, Marketer Hire connects you with senior pre vetted freelance marketing specialists who can hit the ground running fast.
Agent: A few things that set us apart.
Agent: We accept less than 1% of applicants, so the talent bar is really high.
Agent: And every marketer is vetted by both our team and another expert marketer.
Agent: We match true channel specialists, not generalists.
Agent: So whether you need someone in paid social, email, SEO or something else, you're getting someone who lives and breathes that channel.
Agent: And the whole thing is low risk, month to month, no long term contracts, and there's a two week trial that's fully refundable if the fit isn't right.
Agent: Does that give you a good enough sense of how we work or any questions before we dig into your situation?
scott: Sure.
Agent: Perfect.
Agent: So let's get into it.
Agent: Can you give me a quick overview of the company, what you do and what stage you're at?
scott: We sell E Comm displays.
scott: We're three years old and need help.
Agent: Got it.
Agent: Ecom displays, three years in.
Agent: Okay, and what are the main marketing challenges you're running into right now and what are you trying to accomplish?
scott: We are ancillary company for the cannabis industry.
scott: We don't touch the plant.
scott: So a lot of platforms don't allow anything that says cannabis in it.
Agent: That makes sense.
Agent: Yeah.
Agent: Cannabis adjacent businesses run into that a lot with ad platform restrictions.
Agent: So given those constraints, what are you trying to accomplish on the marketing side?
Agent: Is it more about driving traffic, generating leads, building brand awareness, or something else?
scott: Generating leads.
Agent: Got it.
Agent: Lead gen is the goal.
Agent: What does your marketing function look like today?
Agent: Do you have anyone in house?
Agent: Are you working with an agency or is it more ad hoc right now?
scott: Ad hoc.
Agent: Okay, so pretty much starting from scratch on the structured side.
Agent: Which channels are you most focused on or interested in?
Agent: Paid search, paid social, SEO, email, content, or something else.
Agent: And keeping in mind those platform restrictions you mentioned, all of the above.
Agent: Got it.
Agent: And what would success look like in the first 60 to 90 days?
Agent: Like what would you want to see happen and how would you measure it?
scott: Repeat?
Agent: Sure.
Agent: What would success look like in the first 60 to 90 days?
Agent: Like, what results would you want to see and how would you measure them?
scott: At least five warm leads and two sales that come out.
Agent: Okay, five warm leads and two closed sales in the first 90 days.
Agent: That's a concrete target.
Agent: I like it.
Agent: How soon are you looking to get someone started?
scott: Right away.
Agent: Perfect.
Agent: Urgency is good.
Agent: We can move fast.
Agent: You be working with this marketer directly or will it be someone else on your team?
scott: Directly.
Agent: Got it.
Agent: And since you mentioned wanting to hit all channels, Paid search, paid social, SEO, email, roughly how much are you spending on ad budget each month?
Agent: That's separate from what you'd pay the marketer themselves.
scott: Nothing right now.
Agent: Okay, so you'd be starting fresh on ad spend too.
Agent: That's helpful to know.
Agent: What does your current tool stack look like?
Agent: Things like a CRM, email, platform, analytics, anything like that?
scott: None.
Agent: Got it.
Agent: So pretty much a clean slate across the board.
Agent: How big is the team this marketer would be plugging into and who would they be working with day to day?
scott: Just one.
Agent: Okay, so it'd be just you and the marketer working closely together.
Agent: And is this a net new function for you?
Agent: Like you're building marketing from the ground up or is there something already running that you're trying to fix or scale?
scott: Ground up.
Agent: Got it.
Agent: Building from scratch.
Agent: And roughly how much work are you envisioning?
Agent: Is this a focused slice like a couple of deliverables, or more of a full plate covering all those channels?
Agent: You mentioned.
scott: Both.
Agent: That makes sense.
Agent: Starting focused, but with the expectation it grows.
Agent: Good context.
Agent: And is this a brand new role or are you replacing someone brand new?
Agent: Got it.
Agent: And have you worked with freelancers or a marketing agency before?
Agent: How did that go?
scott: No.
Agent: Okay, so this would be your first time.
Agent: Good to know, right?
Agent: Based on everything you've shared.
Agent: Building marketing from the ground up, Lead gen, focus, all channels, cannabis adjacent restrictions, just you and the marketer working together.
Agent: I think a growth marketer would be the best fit for you.
Agent: They handle both strategy and execution so they can help you figure out which channels make the most sense given your platform restrictions, build out the foundation and actually run the campaigns.
Agent: That's different from say a channel specialist who'd only own one piece of it.
Agent: Does that sound like it's in line with what you're looking for?
scott: Sure.
Agent: Great.
Agent: Are you evaluating any other options for this right now?
Agent: Other platforms?
Agent: Perfect.
Agent: So, on pricing, for a growth marketer, at your scope, engagements typically run around 10 to 12,000amonth.
Agent: All in.
Agent: That covers the marketer's rate plus us.
Agent: No separate recruiting fee, no platform fee, no cancellation fee.
Agent: And the stronger the budget within that range, the more senior the specialists will want the role, which gives you a better shortlist to choose from.
Agent: Does that range work for you or is there no worries?
Agent: Can you help me understand what you're working with?
Agent: Is there a budget range you had in mind for the marketer?
scott: 2,000?
scott: 3,000.
Agent: I appreciate you sharing that.
Agent: So, just to give you some context, for a growth marketer covering all the channels you described, the market rate really does sit around 10 to 12,000amonth.
Agent: Then that's all in.
Agent: Even compared to hiring someone full time, which would run well into six figures with salary and benefits, this is a much more flexible and lower risk way to go, especially with the two week fully refundable trial.
Agent: That said, two to three thousand.

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.