SOP 0: Marketing Overview — Channels and Tools
SOP 0: Marketing Overview — Channels and Tools
Purpose
Understand all marketing channels, tools, and asset locations so that any team member (or new hire) can quickly orient themselves on how Regenesis marketing operates.
Frequency
Reference document — review quarterly or when channels/tools change.
Owner
Florian (Marketing)
Maintainer
Wina
Time Needed
N/A (reference document)
Marketing Channels
- Website
\[table-embed:1:1 Item | 1:2 Details | 2:1 Platform | 2:2 WordPress | 3:1 URL | 3:2 TBD (confirm with Florian) | 4:1 Managed by | 4:2 Development team (content updates may go through Florian) | 5:1 CMS Access | 5:2 TBD — who has login credentials? |\]
2\. Email Marketing
\[table-embed:1:1 Item | 1:2 Details | 2:1 Platform | 2:2 Mailchimp | 3:1 Subscriber sync | 3:2 Auto-synced FROM ClickUp via n8n automation — do NOT manually edit Mailchimp subscriber lists | 4:1 Unsubscribe sync | 4:2 Auto-syncs BACK to ClickUp via n8n workflow | 5:1 Templates | 5:2 TBD — confirm with Florian if brand templates exist | 6:1 Cross-reference | 6:2 See Marketing & Media SOP 3 (Email Campaign Management) |\]
3\. Social Media
\[table-embed:1:1 Platform | 1:2 Status | 1:3 Handle | 1:4 Posting Frequency | 2:1 Instagram | 2:2 TBD | 2:3 TBD | 2:4 TBD | 3:1 LinkedIn | 3:2 TBD | 3:3 TBD | 3:4 TBD | 4:1 Facebook | 4:2 TBD | 4:3 TBD | 4:4 TBD | 5:1 Other | 5:2 TBD — confirm with Florian which platforms are active | 5:3 | 5:4 |\]
4\. Other Channels
\[table-embed:1:1 Channel | 1:2 Details | 2:1 PR / Press | 2:2 TBD — any media relationships or press contacts? | 3:1 Events | 3:2 TBD — does Regenesis attend or sponsor events? | 4:1 Partnerships | 4:2 TBD — co-marketing with any partners? |\]
Asset Storage Locations
\[table-embed:1:1 Asset Type | 1:2 Location | 2:1 Marketing strategy documents | 2:2 Google Drive: 09-Marketing | 3:1 Photos, videos, design files | 3:2 Google Drive: 12-Media & Assets | 4:1 Brand guidelines | 4:2 TBD — confirm with Florian (likely in 09-Marketing or 12-Media) | 5:1 Logo files | 5:2 TBD — confirm with Florian | 6:1 Copywriting / messaging docs | 6:2 TBD |\]
Key Tools
\[table-embed:1:1 Tool | 1:2 Purpose | 1:3 Access | 2:1 WordPress | 2:2 Website CMS | 2:3 Dev team + Florian | 3:1 Mailchimp | 3:2 Email campaigns | 3:3 Florian | 4:1 ClickUp | 4:2 CRM and lead tracking (syncs to Mailchimp) | 4:3 Team | 5:1 n8n | 5:2 Automation (ClickUp <-> Mailchimp sync) | 5:3 Barrie/Admin | 6:1 Google Drive | 6:2 Asset storage | 6:3 Team | 7:1 Canva / Adobe | 7:2 Design tools (TBD — confirm with Florian) | 7:3 Florian |\]
Cross-References
Marketing & Media SOP 1 — Social Media Content Posting
Marketing & Media SOP 2 — Content Approval Process
Marketing & Media SOP 3 — Email Campaign Management
Marketing & Media SOP 4 — Brand Assets and Media Library
Sales SOP 4 — Email Campaigns (sales-specific email workflows)
TBD Items
\[table-embed:1:1 Item | 1:2 Who Needs to Confirm | 2:1 Website URL and CMS access credentials | 2:2 Florian | 3:1 Active social media platforms and handles | 3:2 Florian | 4:1 Brand guidelines document location | 4:2 Florian | 5:1 Design tools used (Canva, Adobe, other?) | 5:2 Florian | 6:1 PR/press contacts or media relationships | 6:2 Florian | 7:1 Event participation (past or planned) | 7:2 Florian | 8:1 Content calendar tool (Google Sheets? Notion? ClickUp?) | 8:2 Florian |\]
Done When
New team member can list all active marketing channels after reading this document
All TBD items have been confirmed and filled in by Florian
Asset locations are verified and accessible
Tool access has been confirmed for all relevant team members
Can't find an asset: Check both Drive 09-Marketing and 12-Media. If still missing, ask Florian
Mailchimp subscriber list looks wrong: Do NOT edit Mailchimp directly. Check the n8n sync workflow first — the source of truth is ClickUp
Website needs a content update: Contact the dev team or Florian — do not edit WordPress directly unless you have explicit permission
Social media login not working: Contact Florian for credential recovery. Change password and update in shared password manager