Content Process

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Last Edited: 2026-07-07 00:30

FOUNDATIONAL TIER: Bottom-of-Funnel (BoFU) and foundational pages (Home, About Us, Meet the Team) must be completed and live before sequencing any Middle-of-Funnel (MoFU) or Top-of-Funnel (ToFU) assets (refer to Content Roadmap Process for priority rules).

PROCESS MAP

Trigger: Form submission creates a task in both Zoho and ClickUp.
Owner: Client / Account Manager → Content Coordinator
Entry Criteria:
- Submission details received.
Exit Criteria (must all be true):
- Zoho ticket and ClickUp tasks created and verified.

Owner: Content Coordinator
Required Inputs:
- Client order submission.
Exit Criteria (must all be true):
- Reply sent to customer in Zoho acknowledging order and requesting missing info.
- ClickUp subtasks marked complete.
- Billing status resolved (TOP client marked; Start Billing set to Yes if payment method is on file, otherwise billing escalation email sent).
- Page selection aligned with the client's priority list in Content Roadmap Process.

➡️ Billing and intake verification must be locked before writer resources are committed.

Owner: Content Coordinator / SEO Specialist
Required Inputs:
- About Us document complete and attached to parent task.
- Target keywords and page URLs identified.
Exit Criteria (must all be true):
- Content outline generated to establish layouts and structure.
- Keywords and proposed URLs applied to each page record.
- Contextual details (Jotform data, historical notes) ported to task.

➡️ The outline and metadata must be complete before requesting writer assignment.

Owner: Content Coordinator
Required Inputs:
- Complete outline and details from Gate 2.
Exit Criteria (must all be true):
- Upwork job posted or retainer writer assigned. Upwork Writer Hiring Procedure (which includes linking to Content Requirement Outline).
- Order-specific Google Drive folder created and [Template] Content Document staged.
- Google Drive folder URL shared with the writer.
- ClickUp task updated with Writer assignment details and Upwork contract link.

Owner: Editor
Required Inputs:
- Completed content draft submitted by the writer in docx format.
Exit Criteria (must all be true):
- Copy checked for AI indicators using ZeroGPT.
- Content audited for SEO effectiveness, E-E-A-T, and local relevance Page Audit Procedure.
- Status updated:
  - Approved: Release Upwork milestone payment and mark task Approved.
  - Rejected: Mark task Rejected, add clear line edit comments, and return to Gate 3 (or reassign to writer with due date extension).

➡️ Content cannot move to editing without clearing quality thresholds.

Owner: Editor / Proofer
Required Inputs:
- Approved copy draft from Gate 4.
Exit Criteria (must all be true):
- Metadata table verified.
- Sentence-level edits completed (awkward phrasing, length, grammar, location/service insertion, heading updates).
- Proofing review completed to confirm flow and spelling.

Owner: Front-End Designer & SEO Specialist
Required Inputs:
- Edited content copy from Gate 5.
Exit Criteria (must all be true):
- Front-End Designers build out pages following layouts.
- SEO Specialist completes optimization markup (refer to Content SEO Markup Process).
- PIDs (Page IDs) shared on Markup task for the SEO team.

Owner: Content Coordinator / SEO Specialist
Required Inputs:
- Fully built and marked-up pages.
Exit Criteria (must all be true):
- PageScanner run and visual check completed.
- Client review tags checked (temp link sent for review if client-review requested; weekly follow-ups scheduled).
- Active links sent to client and Post-Live tasks created in ClickUp/Zoho.
- Post-Live Optimization: Hub/spoke cross-linking completed, and links logged in the Indexing Spreadsheet.

➡️ Process complete.