The home for everything the team needs — onboarding for new hires, playbooks for client engagements, and the systems that power the studio. Start with onboarding if you're new.
Everything a new teammate needs in their first week.
Who CMG is, how we work, the tools we use, your first week, starter tasks, and your login details.
Open page ↗Leadership, the delivery pod, who's currently in seat, and where new pods slot in as we scale.
Open page ↗Player Cards for everyone at CMG — values, strengths, hobbies, and expertise. Who you’re working with, at a glance.
Open page ↗How we run client engagements — SOPs, templates, and the standards we hold to.
From kickoff to weekly cadence to QBR to wind-down — the full operating model for every engagement.
Open page ↗The whole engagement as one flow chart — signed deal to onboarding to steady-state delivery to QBR, renewal, and wind-down.
Open page ↗Standard 3-ad-set structure: Prospect, Retarget, Scale & Test. Audiences, creative angles, budgets, KPIs, naming.
Open page ↗Weekly email template, live dashboard structure, monthly recap, QBR. The reporting standard every client gets.
Open page ↗SOPs for the Creators / Affiliate Manager role — starting with the Shopify Draft Order flow for product seeding.
Open page ↗How the business runs — paying the team, vendor stack, internal SOPs.
How CMG is structured — leadership, the offshore pod that powers delivery, unit economics, and the plan for scaling pods.
Open page ↗Canonical role definitions for every seat in a CMG pod — source of truth for recruiters, candidates, and new hires.
Open page ↗Weekly Level 10 leadership meeting — agenda, meeting list, weekly recap format, and the L10 tracker (scorecard, rocks, issues).
Open page ↗Biweekly Wise batch process for paying the global pod team. SOP, onboarding form, and CSV template.
Open page ↗Quarterly income statement across the pod scaling plan — 2026 ramp, 2027 scale, 2028 steady state. ~$17.7M revenue / $4.2M net cumulative.
Open page ↗Tools and platforms CMG pays for — owner, plan, renewal date, monthly cost, pass-through items.
Open page ↗Numbered checklists for onboarding, offboarding, client setup, wind-down, incidents, and QBR prep.
Open page ↗Fixed-scope, fixed-price packages CMG sells alongside ongoing retainers — six SKUs from Brand Accelerator to Shopify Headless.
Open page ↗3-year roadmap from 1 pod today to a $30M-valuation services + AI agency. Math, milestones, multiple-expansion levers, buyer profiles.
Open page ↗Tools we use, how they connect, and the AI agents running underneath.
Slack, Linear, Google Workspace, Notion, Attio, Intercom, Claude Code, Cusrich.AI, and the rest — with owners and access.
Open page ↗Custom Cusrich.AI agents we run for clients — creative pipeline, affiliate / creator ops, reporting bots, integrations.
Open page ↗Role-based access matrix across CMG and client tools. Onboarding + offboarding checklists, security posture.
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