REVIEW ONLY — not sent to Shannon
First Article Systems

Patrick runbook

Shannon training — how you run it

Send TRAINING.md by EOD Thursday 2026-09-03. Friday 12:00pm CT is Q&A on that doc, not a second dump.

Scorecard = quality of prep, not revenue.

She already designs and edits. Put her on packets, copy, thumbnails, and cuts immediately. YouTube is the factory: three long-forms on one role theme, then 6-10 shorts, then X + LinkedIn drafts generated from those episodes. She never posts, DMs, books, or pays.

Do not give her week-1 as a model. You were not happy with it. Walk a fresh packet on Friday, not a replay of that pack.

Live sources folded in (structure only): Mubbu X/LI system, Nicolas Cole writing formats, Casey/Diffusion Studio, Voxyz/Archify, Guest Shulman loop. Cites in SOURCES.md. Visuals in visuals/ — reuse what exists; no new Archify PNGs this pass.

Playbook site (review only): Cloudflare Pages project first-article-shannon-playbook. Not the old workers.dev. Not sent to Shannon.

Friday 12:00pm CT (30-40 min)

Lock + claim guard + walk one packet. Not a dump of every module.

  1. Confirm she read Strategy + the company lock (section 0). Quiz: ICP, offer in one sentence, three things she may never publish, CTA rotation (engagement question / role-automation map / $1,500 90-min workshop — not a discovery calendar dump).
  2. Walk one recording packet on a whiteboard: promise, 5-8 beats, do-not-say, on-screen board, title, thumb. Use a public anonymized JD you pick that day. Do not hand her week-1. The filled fabricator-coordinator packet in Module 3 is a teaching example, not the model to copy.
  3. While you walk the packet, teach copy as part of it (Module 6), not as homework after edits: promise = headline, sentence 1 = hook, beats = scannable, one claim for an X post from the same packet. Library > virality. Same 5-10 FAS ideas restated. Platforms for text: X and LinkedIn only.
  4. Show one existing Archify visual (m0-lock.workflow.html or m-week.lifecycle.html) so she knows diagrams are the Ep2 job, not decoration.
  5. Assign Monday homework: Ep1 packet from a public JD + one X post + one LinkedIn atomic from that same packet. Snipe-or-none.
  6. Confirm daily Mon-Fri slot (15 min). Same agenda every day. Point her at Module 2 (day-to-day blocks) so she knows what sits on your desk.

Do not teach Diffusion, shorts, Guest, or outbound on Friday. Sequence those after the lock holds.

Daily check-in (15 min, Mon-Fri)

  1. What shipped as a draft since yesterday?
  2. Claim-guard fail? Quote the line.
  3. One blocker. You decide; she does not wait on a bot.
  4. Tomorrow's one job.

Skip status theater. If nothing is in draft, the check-in is the work session.

Sequence (do not teach the whole TOC Friday)

Teach to the new TOC. Copy rides with packets from day one.

WhenModuleWhy this order
Thu send + Fri Q&AStrategy + 0 Company lock + claim guard + one packet (copy on that packet)Everything else fails closed on this. Copy is how the packet is written
Mon1 Factory + 2 Day-to-day + 3 Ep1Factory: three long-forms → everything else. Hour-ish blocks. She picks a public JD, never names a live outbound account the same week
Tue6 Copywriting on the Ep1 packet (X + LinkedIn atomic). Start 4 Ep2Same 5-10 ideas restated. Packet is the source, not a blank page
Wed7 Thumbs (live template, FAL art, never his face) + 4 Ep2 ArchifyShe is already strong on design. Lock the template. Diagram is Ep2 on-screen
Thu week 1Finish Ep2 packet + Archify HTML/PNG. 8 Edit brief if a file existsHuman ack is a node. Demo lives in email/ERP/spreadsheet
Fri week 1AEO description (Module 6 Format 4) + 9 shorts caption practice from beatsPrimary long container is YouTube. X article is not week one
Next Mon5 Ep3After a yes: research card, 8-12 questions, host packet. Exact referral line. No guest → talking-head substitute, not a fake interview
Next Tue8 Long-form edit only if Diffusion is on; else same brief in her editorBrowser on Windows. dapi is Mac-only. Do not send her on a Mac-agent goose chase until you turn it on
After first cut9 Shorts + 10 X/LI from those episodes6-10 shorts, native captions YT Shorts / X / LinkedIn. Posts from beats, not a 7-10-topic factory
Ongoing11 PerformanceTopics, hooks, formats, profile visits, follows, map requests. Ping only on a real hit
First 10 days live in12Same table she has. Daily 15s
Later laneOutbound QC (old Module 7)Not week one

Copy with packets, not afterthought. Friday walks the packet and the X/LinkedIn restatement of one beat. Monday/Tuesday homework is packet + copy from that packet. Do not save Module 6 for after she has a cut.

Diffusion (your lock to her)

If the tool is off, she writes the same brief and cuts in whatever she already uses.

Snipes

She flags (weekday VOC / competitor watch). You quote. She never posts.

First line of the quote is why you have the right to talk. Tie it to a FAS pillar. LinkedIn snipe = screenshot + your commentary (she may draft the commentary).

Most of the week is the three episodes + shorts. Snipes are the rest. Mon-Fri only unless you add a weekend.

Guest rail (so you do not dump it Friday)

Guest bot runs the Shulman loop. Codex writes outreach. Nothing sends until you.

After a yes, she writes the research card, 8-12 questions, and your host packet. Question frame: desk as it actually runs, where work waits, what they type twice, what they do not trust, what an agent must never do.

End of interview, you say exactly: who are 1-2 interesting people you know who would HAVE FUN being interviewed

No CSA / workshop pitch in the interview. No guest that week → talking-head substitute.

Scorecard (not revenue)

Outbound QC is not on this scorecard until you open that lane.

Do not give her