MD preview · internal-notes.md
## Internal Notes — Modern PR: Paid Social Media Marketer
### Deal & CRM Reference
- **Deal ID:** 62441712645
- **Deal Name:** Modern PR - Paid Social Media Marketer
- **Company ID:** 4781942747
- **Primary Contact:** Jennifer Chidester, Founder/CEO
- **Source:** Instagram (paid ad)
### Budget
- **Matching budget:** $5,000/month (retainer)
- **Basis:** stated_by_lead (negotiated down from agent-recommended range)
- **Agent-recommended range:** $8,000–$10,000/month all-in
- **Hard cap:** None stated, but Jennifer expressed a preference to stay under $5K unless the candidate is exceptional
- **Flexibility:** Jennifer said she is "open to considering" $5K "depending on the candidate" — implicit flexibility upward for a strong match; agent noted higher budget attracts more senior specialists
- **Confidence:** Medium
- **Flags:** `budget_negotiated_take_final`, `budget_at_provider_floor`
- **Trial:** Two-week fully refundable trial
### Scope & Workload (internal reference only — do not surface in public brief)
- 15–20 hours/week
- 20+ campaigns/month across Meta, Google, TikTok (and programmatic secondarily)
- Monthly reporting for two clients (one large)
- Net-new role; may absorb some hours currently going to part-time freelancers who lack the right specialty
### Media Spend Context
- ~$30,000–$40,000/month in client-side paid media spend
- Included in public brief only as factual scope context (appropriate for a paid media role); not a freelancer fee or budget figure
### Matching Priorities
1. Senior independent executor — peer-level to a 20-year digital marketing veteran; no hand-holding
2. Deep Meta + Google + TikTok paid social fluency with multi-client agency experience
3. AI/generative search awareness (not a hard requirement, but Jennifer flagged it as important for content strategy alignment)
4. Propellant/programmatic experience is a nice-to-have only; Jennifer can manage Propellant herself
### Secondary Role (Not Active — Do Not Match)
- Jennifer mentioned possible future interest in a separate, smaller engagement for an AI/generative search specialist
- Not approved, no budget discussed, no timeline — flag for future GM follow-up only
### Traditional PR Inquiry (Out of Scope)
- Jennifer asked about traditional media relations/PR pitching for a separate client project
- Agent correctly noted this is outside MarketerHire's current specialty scope
- No action needed; GM may optionally address in follow-up email
### Urgency
- ASAP start; Jennifer is overwhelmed with workload now
- Standard 2-business-day matching timeline applies
### Potential Matching Tension
- Budget at provider floor ($5K/month) for a scope that agent assessed at $8–10K/month
- At $5K, candidate pool will be narrower and potentially less senior than ideal
- GM should set expectations accordingly when presenting shortlist; Jennifer is aware of this tradeoff
- If shortlist quality is limited, GM has implicit permission to surface a higher-budget option
### Working Style / Management Notes
- Jennifer is a hands-on, high-standards operator with 20 years of experience
- She has repeatedly failed to find people who can work without extensive training
- The freelancer must be able to operate as a true peer-level executor from day one
- Jennifer will be direct manager and day-to-day collaborator