SOP + Prompt Library

## Daily Capture SOP Run this every morning before starting any work. The goal is to clear your head, sort incoming inputs, and choose your top 3 actions for the day. ### Step 1 — Brain Dump (5 min) Write down everything on your mind: ideas, tasks, worries, opportunities, things you said you would do. Do not filter. Just capture. ### Step 2 — Sort Each Item For every item from your brain dump, ask: - Which lane does this belong to? - Is this a P1 (do today), P2 (do this week), or P3 (someday)? - Who owns it — Joe, Kathryn, or shared? - What is the single next physical action? Use the Project Sorter in Mission Control for anything unclear. ### Step 3 — Choose Your Top 3 From all your P1 items, pick the 3 that move the most important needle today. Write them in the Today dashboard. ### Step 4 — Clear the Inbox Move every captured item into Mission Control: - Active → Active Projects board - Not now → Archive - Idea to explore → Capture form ### Step 5 — Set Your Intention Write one sentence: "Today I will focus on _____ because _____." This keeps you anchored when distractions hit. --- **Time required:** 10–15 minutes **Frequency:** Every morning **Tool:** Mission Control Today dashboard + Capture form

## Weekly Review SOP Run this every Friday or Sunday. The goal is to close the week cleanly, reduce clutter, and set up the next week with clarity. ### Step 1 — Review Active Projects (10 min) Open the Active Projects board. For each project ask: - Did this move forward this week? - Is it stuck? Why? - Does it still belong in the top priority tier? - Does anything need a decision from Joe or Kathryn? ### Step 2 — Identify Wins List 3–5 things that moved forward this week. Even small progress counts. This builds momentum and evidence. ### Step 3 — Surface Stuck Items List anything that has not moved in 7+ days. For each stuck item: - Is it blocked by a missing asset, decision, or person? - Can it be unblocked in under 30 minutes? - Should it be archived? ### Step 4 — Archive Candidates Move anything that is not getting worked on in the next 30 days to the Archive. Good ideas do not expire — they just wait. ### Step 5 — Set Next Week Top 3 Choose the 3 projects or actions that will define a successful week. Write them in the Today dashboard. ### Step 6 — Update 30-Day Plan Check the 30-Day Plan. Mark completed items. Adjust anything that has shifted. --- **Time required:** 30–45 minutes **Frequency:** Weekly (Friday PM or Sunday AM) **Tool:** Mission Control Active Projects + Archive + 30-Day Plan

## Manus Brief Template Use this template every time you send a task to Manus. A clean brief = fast, accurate execution. --- **Objective:** [One sentence. What do you want Manus to build, create, or deliver?] **Context:** [2–3 sentences. What is this for? Which brand or lane? What is the end goal?] **Exact Task List:** 1. [Step 1 — be specific] 2. [Step 2] 3. [Step 3] [Add as many steps as needed. Each step should be a clear, verifiable action.] **Source Files / Assets:** - [List any Google Drive links, existing files, or reference materials Manus should use] - [If none, write: No source files — build from scratch] **Desired Output:** [Describe exactly what you want delivered: a file, a page, a database, a document, etc.] **Completion Criteria:** [How will you know the task is done? What does success look like?] **QA Checklist:** - [ ] Output matches the objective - [ ] Brand voice and style are correct - [ ] No placeholder content remains - [ ] All links and buttons work - [ ] Delivered in the correct format --- **Trigger phrase:** "Turn this into a Manus brief." **Best tool for:** Builds, file organization, web apps, databases, automations

## Claude Project Template Use this template when starting a new Claude Project for long-form writing, book work, knowledge base building, or deep research. --- **Project Name:** [e.g., Blessed Body Blueprint Book, Kathryn Brand Voice Guide] **Project Purpose:** [What is this Claude Project for? What problem does it solve?] **Brand / Owner:** [ ] Joe McAdam [ ] Kathryn McAdam [ ] TheBlessedLife.co [ ] Health Detective AI **Approved Source Materials:** [List all documents, files, or references Claude should treat as authoritative for this project] **Voice and Tone:** [Describe the writing voice. Examples: - Kathryn: warm, faith-rooted, encouraging, transformation-focused, Christ-centered - Joe: direct, systems-oriented, clear, no fluff - TheBlessedLife.co: aspirational, unified, lifestyle-forward] **What Claude Should Always Do:** - [e.g., Use Kathryn's approved health framework, not generic medical advice] - [e.g., Reference scripture naturally, not forcefully] - [e.g., Keep copy tight and benefit-focused] **What Claude Should Never Do:** - [e.g., Use new age or astrology language] - [e.g., Make specific medical claims] - [e.g., Write in a corporate or cold tone] **First Task:** [What is the first thing you want Claude to do in this project?] --- **Best for:** Book writing, brand voice guides, knowledge bases, long-form content **Trigger phrase:** "Start a Claude Project for ___."

## Funnel / Follow-Up Map Template Use this template to map any webinar, offer, or lead generation funnel before building anything. Map first, build second. --- **Funnel Name:** [e.g., Healthy, Wealthy, and Wise Webinar Funnel] **Goal:** [What is the desired outcome? e.g., Register 100 people for the webinar, convert 10% to the offer] **Owner:** [ ] Joe [ ] Kathryn [ ] Shared **Offer / CTA:** [What are you selling or promoting at the end of this funnel?] --- ### Funnel Steps **Step 1 — Entry Point** [ ] Social post [ ] Email [ ] Ad [ ] Referral [ ] Other: ___ Page: [Registration / Opt-in page URL or description] **Step 2 — Confirmation** Page: [Thank you page] Email: [Confirmation email — subject line + key message] **Step 3 — Reminder Sequence** - Reminder 1: [When + subject line] - Reminder 2: [When + subject line] - Reminder 3: [Day-of reminder] **Step 4 — The Event / Delivery** [Webinar, video, call, etc. — platform and format] **Step 5 — Follow-Up Sequence** - Follow-up 1: [24 hours after — replay or next step] - Follow-up 2: [48 hours — value add or objection handling] - Follow-up 3: [72 hours — last chance or pivot] **Step 6 — Booking / Close CTA** [What is the final action you want them to take?] --- **Tool Options (evaluate, do not assume):** - GHL: full funnel + CRM (only if already set up) - ConvertKit: email sequences + simple landing pages - Manus: custom landing page builds - Google Forms + Gmail: simple low-tech option **Testing Checklist:** - [ ] Registration form submits correctly - [ ] Confirmation email delivers - [ ] All reminder emails are scheduled - [ ] Follow-up sequence is active - [ ] CTA link works and goes to correct page - [ ] Mobile view looks correct

## Kathryn / Health Detective AI Brief Template Use this template when briefing any AI agent, content piece, or project related to Kathryn's brand or the Health Detective AI track. --- **Brief Type:** [ ] Content piece [ ] AI agent build [ ] Course module [ ] Speaking prep [ ] Other: ___ **Brand:** [ ] Kathryn McAdam (personal brand) [ ] Health Detective AI [ ] Blessed Body Blueprint **Audience:** [Who is this for? e.g., Women 35–55 seeking faith-based health transformation] **Core Message:** [One sentence. What is the single most important thing this piece communicates?] --- ### Brand Voice Guardrails **Always:** - Faith-rooted and Christ-centered (Father, Son, Holy Spirit) - Warm, encouraging, and transformation-focused - Grounded in functional medicine principles (root cause, not symptom management) - Life transformation focus — inspired by Christine Caine and Tony Robbins energy - Practical and actionable — not academic or overly clinical **Never:** - New age, astrology, or non-Christian spiritual language - Heavy medical or lab-heavy content - Cold, corporate, or impersonal tone - Specific medical diagnoses or treatment claims - Mention of Joe McAdam or business operations in Kathryn's personal content --- ### Health Detective AI Scope Boundary This section is for Kathryn's separate AI track only. Derrick's collaboration is scoped here. **Do not mix with:** - Joe's Mission Control operations - GFI / Wealth Detective work - Coffee / ecommerce - General AI agent builds **Approved use cases:** - Client intake and onboarding support - Health accountability and habit tracking - Functional medicine education (from approved sources only) - Client next-step routing - Knowledge base Q&A from Kathryn's approved library --- **Source Materials for This Brief:** [List any approved files, book chapters, course content, or Drive links] **Desired Output:** [What should be delivered? e.g., Instagram caption, email sequence, agent prompt, course module outline] **Completion Criteria:** [How will you know this is done correctly?]