Import Template

What This Does

Import deliverable templates that define the output format for plugin commands. Templates specify section structure, content requirements, and formatting rules for proposals, reports, briefs, presentations, and other marketing deliverables.

When a command like /dm:performance-report runs, it checks for a custom template first. If one exists, the output follows the template format instead of the default.

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Quick Start

Step 1: Create a Project Folder

Create a dedicated folder for this workflow (e.g. ~/marketing/import-template).

Step 2: Download the Template

Click Download above and save the file as CLAUDE.md in that folder.

Step 3: Run the Workflow

Open the folder in Claude Code and describe your goal. Claude will prompt you for any missing inputs, follow the structured process, and produce a complete deliverable.

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Inputs You'll Need

The user provides:

• Template content: Pasted template structure, section headings, or format specifications
• Template name: What this template is for (e.g., "proposal", "performance-report", "content-brief", "campaign-plan")
• Description (optional): When to use this template

If the user doesn't provide a name, infer it from the content structure.

How It Works

1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load ~/.claude-marketing/brands/{slug}/profile.json. Apply brand voice, compliance rules for target markets (skills/context-engine/compliance-rules.md), and industry context. Also check for existing guidelines at ~/.claude-marketing/brands/{slug}/guidelines/_manifest.json — if present, load restrictions and relevant category files. Check for custom templates at ~/.claude-marketing/brands/{slug}/templates/. Check for agency SOPs at ~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults.

2. Analyze the template structure:

   • Identify section headings and hierarchy
   • Note content requirements per section (length, data points, format)
   • Identify placeholder markers for dynamic content
   • Detect format preferences (bullet vs. narrative, data-heavy vs. summary)

3. Structure into a reusable template:

   • Preserve all section headings and ordering
   • Add content guidance comments (what goes in each section)
   • Mark which sections are required vs. optional
   • Include format notes (max length, style requirements)
   • Add placeholder syntax: {{variable_name}} for dynamic content

4. Map to commands — Identify which plugin commands should use this template:

   • Template named "performance-report" → /dm:performance-report
   • Template named "proposal" → campaign plan outputs
   • Template named "content-brief" → /dm:content-brief
   • Custom templates can be referenced by any module

5. Check for existing templates — If a template with this name already exists:

   • Show the current template
   • Ask: replace (overwrite) or keep both (rename new one)

6. Save the template:

   • Save using guidelines-manager.py --brand {slug} --action save-template --name {name}
   • Or write directly to ~/.claude-marketing/brands/{slug}/templates/{name}.md
   • Update the template manifest with name and description

7. Confirm and explain usage:

   • Show which commands will use this template
   • Explain that the template applies to this brand only
   • Note: agency-wide templates can be duplicated across brands

What You Get

• Confirmation with template name and section count
• Preview of the structured template
• List of commands that will use this template
• Suggestion: "Next time you run /dm:{matching-command}, the output will follow this template format."