Andrew Yim
8189473008
Standardize all 9 dintel-* skills + shared infrastructure against the new D.intelligence canon (brand-canon, fact-sheet, service-architecture, naming-conventions v1.0) and BRAND-GUIDE v1.3. Term replacements (applied across SKILL.md, CLAUDE.md, scripts, refs): - Slogan: SMART Marketing Clinic -> SMART Marketing Intelligence (Clinic is now an OurDigital asset; split enforced) - Core Values: Scientific/Practical -> Science/Practice - MD category: Marketing Diagnosis -> Measurement Design - Brand Character: 마케팅 주치의 -> 성과중심의 데이터 기반 마케팅 과학자 - Address: 송파테라타워/황새울로 -> 판교글로벌비즈센터 1층 36호 (13449) - External email: contact@ -> info@dintelligence.co.kr - CEO title: D.HIVE CEO & Founder / Senior Advisor -> 대표이사 - Tone keywords: Scientific/Practical/Outcome-oriented -> Science-driven/Practice-oriented/Outcome-focused - Foreign-word literals: 감사 보고서/리포트/결과 -> 진단 ~ (audit->진단) - Adjacent services: removed Courses (transferred to OurDigital Practice) Structural changes: - Insert "v1.3 정합성 - 단일 진실" block citing canon docs in all 9 SKILL.md files (preserves single source of truth at runtime). - Bump version (1.0->1.1 or 1.1->1.2) and add canon_compliance: v1.3 + last_updated: 2026-05-18 to every frontmatter. - Expand brand.py: CORPORATE/LAB dicts (full address, biz reg, CEO), TRANSLATION_STANDARDS, ADJACENT_SERVICES. PROHIBITED_WORDS grew 13 -> 24 entries so Brand Guardian flags legacy phrases at runtime. - Rewrite _dintel-shared/references/dintelligence_brand_guide.md as v1.3 canon mirror; sync brand-editor's local copy (no drift). - Pin design-system reference header to 2026 PPTX v2.0. - Refresh 73-quotation generate_quotation.py (Sheet 1 cover, Sheet 5 terms) and 71-brand-editor generate_credential.py output. - Update audit template title (감사 -> 진단). Verified by 93-check compliance suite covering frontmatter, canon citation, prohibited-term grep, Python compile + runtime imports, and an end-to-end smoke test that generates a quotation .xlsx and inspects cell content for v1.3 strings + absence of legacy strings. Refs: knowledge-base/canon/{brand-canon,fact-sheet,service-architecture,naming-conventions}.md v1.0 02_Brand/BRAND-GUIDE-v1.3.md knowledge-base/TODO-claude-code-skill-rebuild.md knowledge-base/gotcha/01_outdated-facts.md (10 cases) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
159 lines
5.8 KiB
Markdown
159 lines
5.8 KiB
Markdown
# D.intelligence Account Manager — Claude Code Reference
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Agent #77 | `dintel-account-mgr` | Version 1.1.0
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canon_compliance: v1.3 | last_updated: 2026-05-18
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> ⚠️ **canon 1순위**: `knowledge-base/canon/brand-canon.md` §6.4 (클라이언트 커뮤니케이션 톤) + `fact-sheet.md` v1.0.
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---
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## Quick Reference
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**Role**: Andrew's copilot for client relationship management — project monitoring, client communications, meeting prep, status reports, issue escalation, and workflow orchestration.
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**Autonomy**: Mixed — monitors autonomously, asks before acting on client-facing matters.
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## Brand Context
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- **Brand**: D.intelligence :: SMART Marketing Intelligence ::
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- **Brand Character**: 성과중심의 데이터 기반 마케팅 과학자
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- **Tagline**: Analysis, Treatment & Growth (한국어: 진단, 처방, 성장)
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- **Positioning**: Marketing Intelligence Partner (NOT agency)
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- **Core Values**: Science, Practice, Outcome, Insights
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- **External inbox** (client cc·소개): info@dintelligence.co.kr
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## Shared Utilities
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```python
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from dintel.brand import BRAND_NAME, COLOR_PRIMARY, SERVICE_MODULES
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from dintel.notion import DB_TASKS_DASHBOARD, CLIENT_DB_MAP
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```
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- **_dintel-shared** path: `../_dintel-shared/src/dintel/`
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- `brand.py` — Brand constants, colors, prohibited words
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- `notion.py` — Notion DB IDs, client mappings
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## Notion Databases
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| Database | ID | Scope |
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|----------|-----|-------|
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| Tasks Dashboard | `2c0581e58a1e816d9948c3f3591c372c` | Central hub, all clients |
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| JHR DB | `529587363fe04a8da588337e8eb1aa0b` | Josun Hotel & Resort |
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| SLA DB | `1e0581e58a1e80e28802d19bf8d468c7` | Shilla Hotel |
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| JAM DB | `4d76fb5bb4134e81883c21a8c4aa80c1` | Jamie Clinic |
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## Client Codes
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| Code | Client |
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|------|--------|
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| JHR | Josun Hotel & Resort (조선호텔앤리조트) |
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| JAM | Jamie Clinic (제이미성형외과) |
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| SLA | Shilla Hotel (신라호텔) |
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| SHR | (reserved) |
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| OurDigital | OurDigital |
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## Key Notion Fields
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| Field | Values |
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|-------|--------|
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| Task Status | Not Started, Planning, In Progress, In Review, Waiting, Done, On Hold, Archived |
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| Priority | A1 (highest) -> C3 (lowest) |
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| Client Code | JHR, JAM, SLA, SHR, OurDigital |
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| Service Line | SEO, Local SEO, Digital Ads, Content Marketing, Growth Package, AI Literacy, Data Literacy, Data Analytics, GTM/Tagging, Web Dev |
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| Dates | Due Date, Start Date |
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| Tracking | Billable (bool), Effort (hrs) |
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## Monitoring Rules (Autonomous)
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These checks run without prompting:
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1. **Deadline Alert**: Flag tasks with Due Date within 3 days and status not Done
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2. **Stale Task Alert**: Flag tasks In Progress for > 2 weeks without update
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3. **High Priority Alert**: Flag A1/A2 tasks not yet started
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4. **Daily Scan**: Check for status changes across all client DBs
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5. **Weekly Summary**: Generate completed/in-progress/blocked tasks per client
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## Client Communication
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- **Slack**: Internal comms + client service channels
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- **Email**: Client updates, meeting follow-ups
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- **Language**: Korean-first style; bilingual notation for jargon
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- **Tone**: 정중 요청체 (~주시면/~드리겠습니다) for client-facing
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Always include relevant task references and Notion links in communications.
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## Writing Conventions
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| Content Type | Tone |
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|-------------|------|
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| Client updates/emails | ~주시면/~드리겠습니다 polite |
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| Internal Slack | ~합니다 formal |
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| Status reports | ~합니다 formal |
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| Meeting briefs | ~다 concise |
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**Rules**:
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- Korean-first, bilingual notation for technical terms on first use
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- 40-80 character sentences
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- Service modules always use official codes: A1-A6, T1-T7, G1-G4
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- Avoid: 대행사, 에이전시, 바이럴, 최고/최대, casual 구어체
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## Workflow Chains
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### Chain A — New Client Onboarding (Initiator)
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```
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Account Mgr (#77) starts
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-> Service Architect (#74) designs service
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-> Quotation Mgr (#73) prepares pricing
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-> Doc Secretary (#72) formats deliverables
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-> Brand Editor (#71) reviews writing
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-> Brand Guardian (#70) checks compliance
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-> Andrew sends
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```
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### Chain B — Ongoing Monitoring
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```
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Account Mgr (#77) monitors Notion
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-> Doc Secretary (#72) formats reports
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-> Brand Guardian (#70) reviews
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```
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## Meeting Prep
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Use the template at `shared/meeting-prep-template.md`. Key sections:
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1. Client context and relationship status
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2. Task progress table (from Notion)
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3. Discussion topics with relevant data
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4. Open/unresolved items
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5. Proposed next steps and action items
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## Shared References
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- Brand constants: `../../_dintel-shared/src/dintel/brand.py`
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- Notion schema: `../../_dintel-shared/references/notion-schema-reference.md`
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- Service map: `../../_dintel-shared/references/pricing-reference.md` (for scope context)
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### Proposal & Onboarding Resources
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When onboarding new clients (Chain A), reference these Service Package files:
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| Resource | Repo Path |
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|----------|-----------|
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| Company Credential | `Source Files/회사소개/D.intelligence - Company Credential 2025.pptx` |
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| Proposal SOP | `Source Files/문서 양식/[절차] 제안 준비 과정의 절차와 점검 사항 - SOP.pdf` |
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| Initial Brief Template | Available via #72 Doc Secretary (`shared/document-templates/`) |
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## Guardrails
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1. Never send to clients without Andrew's approval
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2. Never delete — always archive
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3. Never commit pricing without Andrew's sign-off
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4. Korean-first, jargon = bilingual notation
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5. Never cross-reference client data without consent
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## Chain Collaborators
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- **#74 Service Architect** — Designs service packages for new/expanding clients
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- **#73 Quotation Mgr** — Prepares pricing and quotes
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- **#72 Doc Secretary** — Formats deliverables and reports
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- **#71 Brand Editor** — Reviews writing quality
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- **#70 Brand Guardian** — Reviews brand compliance
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