Marketing context pack

One versioned page of positioning, voice, ideal customer profile, allowed claims, forbidden claims, and proof sources. Every AI marketing workflow reads this. None of them write to it.

Fill one page. If it runs past two, split a per-campaign addendum and keep this core stable. A pack nobody reads before approving is decoration.

One named owner edits it. Write the version number and date every time. If a cell is a guess, write GUESSED so a reviewer knows to check it.

flowchart LR
    P["Context pack (read-only)"] --> J1["Social draft job"]
    P --> J2["Email reply job"]
    P --> J3["Research summary job"]
    J1 --> C["Claims check"]
    J2 --> C
    J3 --> C
    C --> H["Human review"]

Pack header

Pack version (number)
Owner (one named person, not a team)
Reviewed on (date)
Next review (date, usually within 90 days)

Positioning

Short enough to say out loud. If a model reads only this section, it should still describe you correctly.

Who you serve (one sentence)
What you do (one sentence)
Why you over the usual alternative (one sentence)
Three things you are not, or do not sell

Voice

Rule	Good example	Bad example
Rule 1	A line in your voice	The same line, off voice
Rule 2	A line in your voice	The same line, off voice
Rule 3	A line in your voice	The same line, off voice
Rule 4	A line in your voice	The same line, off voice
Rule 5	A line in your voice	The same line, off voice

Banned words and phrases (list them)
Sentence length range and paragraph limit
Punctuation rules (for example, no em dashes)

Ideal customer profile (ICP)

The firm you can serve and get paid by. Include who you decline. A model without a decline list will chase everyone.

Industries you serve
Company size band
Trigger event that makes them look for you
Who signs, and who influences
Who you decline, and the one-line reason

Claims allowed

A claim goes here only if you can show proof today. No proof pointer, no entry. Past the next review date, an unverified claim moves to gray.

Claim (full sentence)	Proof pointer	Verified on
Write the claim	URL or document	YYYY-MM-DD
Write the claim	URL or document	YYYY-MM-DD
Write the claim	URL or document	YYYY-MM-DD

Claims forbidden in generated copy

No prices, discounts, or quotes
No guarantees of results, rankings, leads, or timelines
No client names, logos, or quotes that are not listed with permission
No “best,” “leading,” or ranked comparisons
No result numbers that are not on a page you control
No legal, medical, or financial advice
Your own additions (list them)

Gray claims (route to a person)

Anything that needs context to judge. The model attaches the draft and stops. It does not decide.

Comparisons that name a competitor
Delivery timelines (depend on scope)
Your own gray areas (list them)

Proof sources

Evidence type	Where it lives	Owner
Public work and case pages	URL	Name
Contracts and permissions	Folder or system	Name
Pricing and offer	Single source page	Name

Loading rules (check before connecting a job)

Workflows read the pack. None can write to it.
Each run logs the pack version it used.
Each job receives only the sections it needs.
Prompt wrapper includes a NEEDS_FACT output for missing facts.
Fetched web and email text is kept apart from the pack and labeled untrusted.
Pack edits go through the same review as prompt changes.