DM Sequence Kit — Context & Inputs
Concept Brief Template
Complete this before writing the sequence. Every field is required unless marked optional.
The Skill
| Field | Value |
|---|---|
| Skill name | [e.g., Client Intelligence Brief] |
| One-line description | [What it does — one sentence] |
| Trigger phrase | [What the user types to run it — e.g., "Run the Client Intelligence Brief"] |
| Key section to try first | [Which part of the output to look at first — used in DM 1 tip] |
Delivery
| Field | Value |
|---|---|
| Delivery page URL | [Live URL — e.g., advisoryos.ai/client-intelligence-brief-skill] |
| Trigger word | [From the handraiser post — e.g., PRACTICE] |
Kathryn's Own Result
| Field | Value |
|---|---|
| What she tested | [e.g., "my own clients" / "four emails from one client"] |
| What the skill found | [Specific finding with numbers — e.g., "two action items rolling for weeks"] |
| What surprised her | [The non-obvious finding] |
| Time it took | [e.g., "four emails in, two minutes"] |
Series Context
| Field | Value |
|---|---|
| Series position | [e.g., "first of five"] |
| Next skill name | [e.g., Engagement Tracker] |
| Next skill pain | [The pain it solves — e.g., "finds revenue sitting in your existing client base"] |
| Next skill timing | [e.g., "drops in about a week"] |
Validation Rules
Do not write the DM sequence if any of these are missing:
- [ ] Delivery page URL is live and tested
- [ ] Kathryn's own testing result has specific numbers
- [ ] Next skill is named with the pain it solves (not the feature)
- [ ] Trigger word is confirmed (matches the handraiser post)
Voice check before writing:
Load business-aos/reference/core/voice.md before writing. DMs are conversational but still follow the voice rules — no hype, no selling, specificity over generality.