Anderson’s marketing runs on more automation than most companies our size. A lot of routine work — drafting posts, generating Google Business Profile posts from real jobs, pulling data, sending review requests — flows through Claude-powered AI agents and Python tools. Here’s the part that matters:
The tools do the heavy lifting. You do the judgment. Your value is strategy, creativity, brand quality, catching what’s wrong, and the human touch. You are not here to be a button-pusher, and you’re not competing with the agents — you’re the editor-in-chief over them.
Two terms you’ll hear:
- WAT — our framework: Workflows (written SOPs), Agents (the AI that reads a workflow and does the task), Tools (the scripts that actually call an API or publish a post). AI handles the reasoning; code handles the doing. That split is what makes it reliable.
- The 3-tier agent model — bigger AI models plan, mid models create drafts, small fast models publish. You’ll mostly interact at the review/approve step: a draft shows up, you check it, you approve or fix it.
| Tool | What it is | Your relationship to it |
|---|
| ClickUp | Our marketing command center — every task, status, and review | You’ll live here daily. Drafts wait here for approval. |
| Google Workspace (Gmail, Drive, Docs, Sheets, Calendar) | Email, files, calendar, reporting spreadsheets | Daily. Brand assets and reports live in Drive. |
| Tool | What it is | Your relationship to it |
|---|
| ServiceTitan (ST) | The company’s core system — every job, dispatch, invoice, customer, lead source | You’ll read it for reporting and lead sources. Source of all our real data. |
| Tool | What it is | Your relationship to it |
|---|
| Google Business Profile (GBP) | Our free Google/Maps listings (Phoenix, Chandler, Arcadia) | Review monitoring/responses; auto-posts from real jobs. |
| Google Ads | Paid search (PPC) — biggest paid channel | Monitor/learn first; optimize later. |
| Microsoft/Bing Ads | Paid search on Bing | Same as Google Ads, smaller. |
| Meta Ads (Facebook/Instagram) | Paid social | Awareness + retargeting. |
| LinkedIn Ads | B2B paid social | Targeting decision-makers. |
| CallRail | Tracks which marketing source drove each phone call | The backbone of “which channel actually worked.” |
| Tool | What it is | Your relationship to it |
|---|
| Buffer | Schedules organic social posts (FB, LinkedIn, IG) | Your first assignment uses this. Draft → review → schedule. |
| Canva | Branded graphics from templates | Quick on-brand visuals. |
| WordPress | Our blog / website CMS | Where SEO blog posts publish. |
| Content catalog (Supabase) | A searchable library of all our photos, videos, past posts | Claude can search it to find the right asset/example. |
| Tool | What it is | Your relationship to it |
|---|
| Klaviyo | Email & SMS — review requests, win-back, campaigns | You’ll help with campaigns and list health over time. |
| Apollo | B2B prospecting — targeted cold-outreach lists | Lead-gen support, later in your ramp. |
| Tool | What it is | Your relationship to it |
|---|
| Keeper | Our password vault | Use it instead of writing passwords down. |
Do this during your Monday solo block (10:00–11:30). Everything below was set up before you started. Log into each one, confirm it works, and check the box. Flag anything that doesn’t let you in — write it on your question list for the 11:30 regroup. (Don’t worry about doing anything yet — just confirm you can get in.)
If a login is missing or broken, it’s not your fault — provisioning is on us. Just flag it. Last updated: 2026-06.
