Workshop Teams

What to Generate

Per-Team Action Sheets

For each team, extract ONLY their relevant tasks from the playbook:

1. Customer Success Team Sheet

Sections to include:

• Their task table from Section 3 (Task Assignments)
• Show Up email content (they send these)
• Pre-session checklist (they create + distribute)
• Day-of roles: attendee tracking, document dropping, testimonial timestamps
• Post-workshop: resource delivery, community follow-up
• Their specific deadlines mapped to real dates

2. Marketing Team Sheet

Sections to include:

• Their task table from Section 3
• Full content calendar from Section 8 (their posts only)
• Lead magnet plan from Section 10
• Instagram/LinkedIn specific rules
• Filming brief for Danny
• Content repurposing plan from Section 14
• DM outreach sequences (if marketing handles outreach)
• Their specific deadlines mapped to real dates

3. Sales Team Sheet

Sections to include:

• Their task table from Section 3
• The 4 Futures close script from Section 7
• Offer Walkthrough structure from Section 7
• Breakout room process from Section 7
• Sales Follow-Up Tracker from Section 13
• Pay Up email sequence from Section 7
• Upsell product details and objection responses
• Their specific deadlines mapped to real dates

4. Outreach Team Sheet

Sections to include:

• DM sequences from Section 9 (all 4 segments with exact templates)
• Referral Slide details
• A/B test variants
• Outreach cadence and tracking requirements
• Their specific deadlines mapped to real dates

Output Format Per Team

# [Team Name] Action Sheet: [Workshop Name]
**Workshop Date:** [date]
**Team Members:** [names]
**Generated:** [date]

## Your Mission
[1-2 sentences: what this team is responsible for in the workshop system]

## Key Deadlines
| Date | Task | Owner | Status |
|---|---|---|---|
| [real date] | [task] | [name] | [ ] |

## This Week's Deliverables
[Filtered for THIS team only]

## Detailed Tasks
[Everything this team needs to know, extracted from the playbook]

## Resources & Links
[Relevant links, docs, templates for this team]

## Questions? 
Escalate to [Danny / team lead] via [channel]

MCP Integrations (Optional)

Notion Integration

If Notion MCP is available, offer to:

• Create a Notion page per team using mcp__claude_ai_Notion__notion-create-pages
• Create a master database tracking all tasks across teams
• Add the action sheet content as page content

Slack Integration

If Slack MCP is available, offer to:

• Send each team's action sheet summary to their channel using mcp__claude_ai_Slack__slack_send_message
• Post key deadlines as reminders
• Search for relevant channels using mcp__claude_ai_Slack__slack_search_channels

Google Calendar Integration

If Google Calendar MCP is available, offer to:

• Create calendar events for major milestones using mcp__claude_ai_Google_Calendar__gcal_create_event
• Events: Campaign launch, content deadlines, pre-session call, workshop day, debrief
• Invite relevant team members

Rules

• Each team sheet is SELF-CONTAINED -- a team member should never need to read the full playbook
• Include dates, not relative time (T-3). Calculate real dates from the workshop date.
• Tasks must have a single named owner -- no "team" ownership
• Include contact info / escalation paths
• Mark which tasks are blocking (other teams depend on them)
• Keep each sheet under 3 pages when printed