The account manager (you)
You own the account: strategy, driving Pi, quality gates, client comms, and the review. Most of the content work you do through Pi (research, generation, editing, analytics). The rest is a handful of human-only tools, listed below, and the handoffs to publishing help.Publishing help (BPO)
High-volume, repetitive publishing (pushing approved pages live on a schedule) can be handed to the BPO teammate:- Define the publishing schedule and hand it off in the
#bpochannel. - If it’s a new flow, record a Loom showing exactly how to do it before handing over. A 30-second screen recording prevents a dozen back-and-forths.
- You stay responsible for the quality gate. The BPO publishes what you’ve approved; they don’t decide what ships.
Human-only tools (not driven through Pi)
These are the tools an AM uses directly. Pi doesn’t operate them:| Tool | Used for |
|---|---|
| Linear | Project/task tracking; tickets for deferred work and indexing backlogs |
| Notion | Strategy docs, diagnostic logs, review prep, this playbook |
| Excalidraw | Wireframing landing pages |
| PostHog | Analytics, session recording, conversion funnels (Pi can query it; you configure it) |
| Google Search Console | Indexing, sitemap submission |
| Bing Webmaster | Secondary indexing verification |
| IndexNow | Automated indexing protocol |
When an SOP step is marked “(human-only tool)”, it means do this yourself, such as creating a Linear ticket or saving a diagnostic to Notion. Everything else, prefer to delegate to Pi.
Escalation
Some situations go straight to Raymond:- Quality Gate miss: fewer than the target pages ranking by the Month-1 checkpoints (3.6). High priority.
- Analytics not collecting after PostHog setup. Medium priority.
- Schema, product, or positioning decisions that aren’t yours to make. Flag them, don’t guess.