Marketing Optimization Process
A 5-phase AI-powered framework that transforms strategic planning from weeks to days, with causal validation and cross-client pattern learning.
MOP Framework Overview
5-phase framework from strategy to continuous improvement
Business Situation
Industry, Competition, Economics
COMING Q1 2026Segmentation & Insights
Brand Audit, Customer Insight
COMING Q1 2026Big Idea
Creative Brief, Program Design
COMING Q2 2026Program Design
Media Mix, Forecasting, Launch
BUILTContinuous Improvement
Daily Optimization, Weekly Review
BUILT
PRD: .claude/memory-bank/prds/mop-phases-1-3.md | Jira: RIV-541, RIV-542, RIV-543
Business Situation & Objectives
AI-assisted strategic context gathering | Coming Q1 2026
Industry Analysis Agent
- Market size & growth trends
- Category dynamics & seasonality
- Regulatory environment scan
- Emerging opportunity identification
Competitive Monitor Agent
- Share of voice analysis
- Competitor spend estimates
- Messaging theme extraction
- Competitive gap identification
Economic Context Agent
- Macro-economic indicators
- Consumer confidence signals
- Profitability lever analysis
- Environmental factors (weather, events)
Strategic Segmentation
- Customer segmentation analysis
- Sub-segment identification
- Revenue potential scoring
- Prioritization recommendations
DMN Governance Gate: Business Context Approval | Strategic Planner review required before Phase 2 | Causal validation of market assumptions
Jira: RIV-541 | BPMN: business-situation.bpmn (planned)
Segmentation & Insights
Deep customer understanding with causal validation | Coming Q1 2026
Brand Audit Agent
- Brand health metrics analysis
- Perception mapping vs competitors
- Positioning gap identification
- Voice & tone consistency audit
Insight Generator Agent
- Behavioral pattern discovery
- Jobs-to-be-done mapping
- Causal validation (DoWhy/EconML)
- Cross-client pattern matching
Behavior Change Objectives
- SMART objective generation
- Business goal alignment
- KPI definition & benchmarks
- Measurement framework design
Marketing Enablement Assessment
- Tech stack readiness audit
- Data availability assessment
- Creative capability evaluation
- Org readiness scoring
DMN Governance Gate: Insights & Objectives Approval | Account Director review required | Causal validation of behavioral insights | k-anonymity verification for cross-client patterns
Jira: RIV-542 | BPMN: segmentation-insights.bpmn (planned)
Big Idea Generation
Creative strategy with cross-client pattern learning | Coming Q2 2026
Big Idea Generation
- 3-5 creative concepts
- Cross-client pattern matching
- Vertical-specific inspiration
Program Design
- Channel allocation strategy
- Budget phasing recommendations
- Milestone planning
Impact Forecasting
- Revenue projections
- KPI lift estimates
- Confidence intervals
Cross-Client Pattern Learning
k-Anonymity
Privacy-safe aggregation across client datasets
Pattern Matching
Similar vertical success patterns
Causal Validation
DoWhy/EconML for causation
Confidence Scoring
Pattern reliability metrics
DMN Governance Gate: Creative Strategy Approval | Executive Creative Director review | Brand safety compliance | Cross-client data governance verification
Jira: RIV-543 | BPMN: big-idea-generation.bpmn (planned)
MOP + Poetry Intelligence Integration
End-to-end strategic planning powered by AI agents and causal validation
Knowledge Base Integration
- Signal intelligence taxonomy
- Temporal memory graph
- Cross-client patterns
Causal AI Engine
- DoWhy/EconML validation
- Correlation vs causation
- Confidence scoring
BPMN Workflows
- DMN governance gates
- Human-in-the-loop review
- Audit trail compliance