sales-brief

• --lookback

  (default:

  30d

  ) —

  30d

  ,

  60d

  , or

  90d

  lookback window

Step 1 — Sales breakdown

content-strategy

1. Pull PayPal transactions for the lookback period grouped by item/service/SKU.
2. Pull QuickBooks revenue by product/service category.
3. Rank products by: total revenue, unit volume, and margin (if available in QB).
4. Calculate each product's share of total revenue vs. prior equivalent period.

Step 2 — Seasonality check

1. Compare current period to same period in prior year (if QB history available).
2. Flag any items with a seasonal pattern (e.g., spikes in Q4, slow summers).
3. Note any new products with insufficient history to detect seasonality.

Step 3 — Why analysis

• Price change, promo, new channel, seasonal demand, competitor move
• Cross-reference with HubSpot campaign activity for the period
• Note where attribution is inferred vs. confirmed

Step 4 — 2-week content brief

2-Week Content Brief — {date range}

PUSH THESE (winners)
• {product}: {suggested angle} — {channel: email|social|both}
• {product}: {suggested angle} — {channel}

CLEAR THESE (slow movers)
• {product}: {promo angle or bundle suggestion} — {channel}

CONTENT CALENDAR
Week 1:
  Mon: {post/email concept}
  Wed: {post/email concept}
  Fri: {post/email concept}
Week 2:
  Mon: {post/email concept}
  Wed: {post/email concept}
  Fri: {post/email concept}

Connector failures

Approval gates

• Never auto-schedule or publish content. The brief is for owner review only.
• Never create Canva assets automatically — offer to generate them after owner approves the brief.

Output