Notion to Vault Mapping Guide
Purpose: Map your Notion GTM resources to agent knowledge files Status: Planning - Ready for content capture
π― Priority Mapping (What to Load First)
Tier 1: Critical for First 2 Agents (Week 1)
1. BDR Tactics & Process β gtm/agents/memory/bdr-tactics.md
Notion Sources:
- LinkedIn Strategy - How you do LinkedIn outreach
- Upwork Strategy - Upwork outreach process
- Catalant Strategy - Catalant process
- Building Lead Lists - Data Enrichment - How you research prospects
- Sales Follow-Up Process - Follow-up cadence
- GTM Operations - Overall process
What to Extract:
- How you find prospects
- Research process (what you check before outreach)
- Outreach sequence and cadence
- Tools you use
- How you decide to reach out
2. Message Templates β gtm/agents/memory/message-templates.md
Notion Sources:
- Email Templates by Stage - Email templates
- Job Posting to Lead Playbook - TOFU messaging
- Mutual Intro Playbook - Referral messaging
- Asking for Advice Playbook - Relationship-building messaging
- Vertical Entry Playbook for SMEs - Industry-specific messaging
What to Extract:
- Cold email templates (subject + body)
- LinkedIn message templates
- Follow-up email templates
- Response templates
- Personalization patterns
3. Positioning β gtm/agents/memory/positioning.md
Notion Sources:
- Brainforge Story Brand Brandscript - Brand narrative
- Exploration: Outcome-aligned, AI-enabled revenue acceleration services - Messaging framework
- What is Pungo Analytics and how does it work? - Service description
What to Extract:
- How you describe Brainforge
- Value props you lead with
- What resonates with prospects
- Messaging by audience/industry
4. Qualification Criteria β gtm/agents/memory/qualification-criteria.md
Notion Sources:
- Ideal Client Profile (ICP) Operating System - ICP definition
- Lead Qualification - Discovery Call - Qualification process
- Pre-Lead Qualification - App/Bid/Proposal Submission - Pre-qualification
- GTM Rituals and Benchmarks (from your structure) - Deal stages and criteria
What to Extract:
- What makes a good lead
- Qualification questions (BANT or your framework)
- Red flags
- Decision criteria
- ICP characteristics
Tier 2: Important for Agent Quality (Week 2)
5. Ideal Customer Profile β gtm/agents/memory/ideal-customer.md
Notion Sources:
- Ideal Client Profile (ICP) Operating System - Full ICP details
- Target Industries - Industry focus
- SMB to Enterprise Positioning table - Buyer characteristics
What to Extract:
- Company characteristics
- Decision maker roles
- Pain points
- Industry focus
6. Objection Handling β gtm/agents/memory/objection-handling.md
Notion Sources:
- Deal Negotiation - Get to βYesβ - Negotiation tactics
- Lead Qualification - Discovery Call - Common objections on discovery
What to Extract:
- Common objections
- Your responses
- What works vs. what doesnβt
Tier 3: Supporting Context (Can add later)
7. Content Calendar β gtm/content/content-calendar.md
Notion Sources:
- Content Calendar Database - Team-wide content planning database
What to Extract:
- Upcoming content topics and themes
- Posting schedule (dates, posters)
- Content status (planned/draft/published)
- Post performance (if tracked)
Where It Goes:
gtm/content/content-calendar.md- Weekly snapshot (updated manually)gtm/content/weekly-posting-cadence.md- Posting schedule and themesgtm/content/content-calendar-mapping.md- Connection guide
Sync Process: Manual weekly sync (Monday mornings) or Notion API (future)
See: ../content/content-calendar-mapping.md for full setup guide
8. Services & Offerings β gtm/agents/memory/services.md
Status: β Created - Centralized services library
Notion Sources:
- Services - What Brainforge offers
- What is Pungo Analytics and how does it work? - Service details
Whatβs Included:
- Complete catalog of all Brainforge services
- Service categories (Service, AI)
- Service names and hierarchy
- Ready for content creation and agent reference
Future Additions:
- Service descriptions
- Pricing information
- Timeline/duration
- Deliverables
- Target customer profiles
9. Successful Examples β gtm/agents/examples/successful-outreach/
Notion Sources:
- Any emails/messages that got responses (if stored in Notion)
- Examples from campaigns that worked
π Full Notion Structure Map
Brand Story β Positioning & Messaging
- Brainforge Story Brand Brandscript β
memory/positioning.md - AI Deployment Framework β
memory/services.md(delivery approach) - Shareholder Letter β Context (not agent-critical)
Objective β Context (OKRs, metrics)
- GTM Review β
gtm/metrics/(create if needed) - GTM Leadership Notes β Context
- Q1β26 GTM OKRs β Context
Ideal Client Profile β Qualification
- ICP Operating System β
memory/qualification-criteria.md+memory/ideal-customer.md
Where We Source Leads β BDR Tactics
- Outbound:
- LinkedIn Strategy β
memory/bdr-tactics.md - Upwork Strategy β
memory/bdr-tactics.md - Catalant Strategy β
memory/bdr-tactics.md - Strategic Accounts β
memory/bdr-tactics.md - Building Lead Lists β
memory/bdr-tactics.md
- LinkedIn Strategy β
- Inbound:
- Events Strategy β Context (not agent-critical yet)
- Website Lead Gen β Context
- Pre-Lead Qualification β
memory/qualification-criteria.md
- Referral:
- Partnerships β Context
- Community Strategy β Context
How We Generate Leads β Templates & Messaging
- Operations:
- Sales Strategy Goals β Context
- GTM Operations β
memory/bdr-tactics.md - Clay Table Integrations β Context (tools)
- Sales Coordination Processes β Context
- Sales Follow-Up Process β
memory/bdr-tactics.md
- Messaging:
- Exploration doc β
memory/positioning.md
- Exploration doc β
- TOFU Playbooks:
- Job Posting to Lead β
memory/message-templates.md - Mutual Intro Playbook β
memory/message-templates.md - Asking for Advice Playbook β
memory/message-templates.md - Vertical Entry Playbook β
memory/message-templates.md
- Job Posting to Lead β
- MOFU:
- Email Templates by Stage β
memory/message-templates.md - Lead Qualification - Discovery β
memory/qualification-criteria.md
- Email Templates by Stage β
- BOFU:
- Deal Negotiation β
memory/objection-handling.md(future)
- Deal Negotiation β
What We Sell β Services & Positioning
- Services β
memory/services.md(future) - What is Pungo Analytics β
memory/positioning.md+memory/services.md
How Weβre Different β Positioning
- Target Industries β
memory/ideal-customer.md - Pungo Client Kit β Context
π Capture Plan
Phase 1: Critical Knowledge (This Week)
Day 1:
- ICP Operating System β
qualification-criteria.md - LinkedIn Strategy β
bdr-tactics.md - Email Templates by Stage β
message-templates.md
Day 2:
4. Brandscript β positioning.md
5. Upwork/Catalant Strategies β bdr-tactics.md
6. Job Posting to Lead Playbook β message-templates.md
Day 3:
7. Building Lead Lists β bdr-tactics.md
8. Sales Follow-Up Process β bdr-tactics.md
9. Lead Qualification - Discovery β qualification-criteria.md
Day 4:
10. Exploration messaging doc β positioning.md
11. Mutual Intro Playbook β message-templates.md
12. Vertical Entry Playbook β message-templates.md
Phase 2: Refinement (Week 2)
- Add objection handling
- Add successful examples
- Refine based on what we learn building agents
π How to Share
For each Notion page:
- Copy the content from Notion (or export if available)
- Tell me which page youβre sharing
- Paste the content or describe whatβs in it
- Iβll structure it in the appropriate vault file
- Weβll commit as we go on the branch
Recommended order:
- Start with ICP (qualification-criteria.md)
- Then LinkedIn Strategy (bdr-tactics.md)
- Then Email Templates (message-templates.md)
- Then Brandscript (positioning.md)
Ready when you are! Which Notion page should we start with?